Civic Intelligence

David and Carole Caplan Charitable

EIN 27-3246789 • Greenwich, CT

330 Railroad Avenue Suite 101Greenwich, CT 06830
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-8.5%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

61%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,007,682

Up $112,653 (+2.9%) from 2023

Liabilities

Flat

$2,461

Flat from 2023

Net Assets

Up

$4,005,221

Up $112,653 (+2.9%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin98th percentile

Revenue

Down

$112,903

Down $1,101 (-1.0%) from 2023

Expenses

Down

$250

Down $1,006,300 (-100%) from 2023

Net Income

Up

$112,653

Up $1,005,199 (+113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2015: $7,001,739Liabilities 2015: $0Net Assets 2015: $7,001,7392015Assets 2016: $6,461,786Liabilities 2016: $0Net Assets 2016: $6,461,7862016Assets 2017: $3,973,540Liabilities 2017: $0Net Assets 2017: $3,973,5402017Assets 2018: $8,589,808Liabilities 2018: $0Net Assets 2018: $8,589,8082018Assets 2019: $7,740,380Liabilities 2019: $5,000Net Assets 2019: $7,735,3802019Assets 2020: $6,752,076Liabilities 2020: $2,461Net Assets 2020: $6,749,6152020Assets 2021: $5,744,047Liabilities 2021: $2,461Net Assets 2021: $5,741,5862021Assets 2022: $4,787,589Liabilities 2022: $2,461Net Assets 2022: $4,785,1282022Assets 2023: $3,895,029Liabilities 2023: $2,461Net Assets 2023: $3,892,5682023Assets 2024: $4,007,682Liabilities 2024: $2,461Net Assets 2024: $4,005,2212024

Highlighted filing

2024

Assets$4,007,682
Liabilities$2,461
Net Assets$4,005,221
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2015: $759,092Expenses 2015: $542,864Net Income 2015: $216,2282015Revenue 2016: -$722,268Expenses 2016: $551,396Net Income 2016: -$1,273,6642016Revenue 2017: $20,483Expenses 2017: $2,508,729Net Income 2017: -$2,488,2462017Revenue 2018: $4,627,094Expenses 2018: $10,860Net Income 2018: $4,616,2342018Revenue 2019: $243,768Expenses 2019: $1,098,205Net Income 2019: -$854,4372019Revenue 2020: $22,114Expenses 2020: $1,007,836Net Income 2020: -$985,7222020Revenue 2021: $292Expenses 2021: $1,008,321Net Income 2021: -$1,008,0292021Revenue 2022: $43,780Expenses 2022: $1,000,250Net Income 2022: -$956,4702022Revenue 2023: $114,004Expenses 2023: $1,006,550Net Income 2023: -$892,5462023Revenue 2024: $112,903Expenses 2024: $250Net Income 2024: $112,6532024

Highlighted filing

2024

Revenue$112,903
Expenses$250
Net Income$112,653
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,007,682
Liabilities
$2,461
Net assets
$4,005,221
Revenue
$112,903
Expenses
$250
Net income
$112,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.11$0.00$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.00$3.89$0.11$1.01$0.89
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.04$1.00$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$0.00$1.01$1.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.02$1.01$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.01$7.74$0.24$1.10$0.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$0.00$8.59$4.63$0.01$4.62
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.02$2.51$2.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.72$0.55$1.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.00$7.00$0.76$0.54$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE C OCHPresident/Director-$0--
NANCY BERNSTEINVice President-$0--
DANIEL S OCHSecretary/Treasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
David and Carole Caplan Charitable Foundation
EIN
27-3246789
In Care Of
% ERNST & YOUNG US LLP
Phone
2127733000
Address
330 Railroad Avenue Suite 101, Greenwich, CT 06830

Signing Officer

Name
Jane C Och
Title
Director
Phone
9734086700
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Joel Friedlander
Phone
2127733000
Raw XML Appendix237 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David and Carole Caplan Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0273246789
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 Railroad Avenue Suite 101
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel Friedlander
ReturnHeader/ReturnTs02025-10-16T23:57:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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