Civic Intelligence

David and Caole Caplan Charitable Foundation

990PF • Fiscal year 2016 • EIN 27-3246789

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 11, 2017

Organization Profile
C/O Ue Llc 325 Columbia Tpke No 202Florham Park, NJ 07932

(973) 408-6700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

176%

Higher net margin than 99% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

12th percentile

-7.7%

Faster asset growth than 12% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,461,786

Down $539,953 (-7.7%) from 2015

Net Assets

Down

$6,461,786

Down $539,953 (-7.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$722,268

Down $1,481,360 (-195%) from 2015

Expenses

Up

$551,396

Up $8,532 (+1.6%) from 2015

Net Income

Down

-$1,273,664

Down $1,489,892 (-689%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$6,461,786
Liabilities$0
Net Assets$6,461,786
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue-$722,268
Expenses$551,396
Net Income-$1,273,664
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

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

Filer

Filer Name
David and Carole Caplan Charitable
EIN
27-3246789
Phone
9734086700
Address
C/O UE LLC 325 COLUMBIA TPKE NO 202, FLORHAM PARK, NJ 07932

Signing Officer

Name
Jane C Och
Title
President
Phone
9734086700
Signed
2017-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Untracht Early LLC
Address
325 COLUMBIA TURNPIKE SUITE 202, FLORHAM PARK, NJ 07932
Preparer
David S Untracht
Phone
9734086700
Raw XML Appendix364 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE C OCH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL S OCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O UE LLC 325 COLUMBIA TPKE NO 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O UE LLC 325 COLUMBIA TPKE NO 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O UE LLC 325 COLUMBIA TPKE NO 202
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0UNTRACHT EARLY LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0325 COLUMBIA TURNPIKE SUITE 202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FLORHAM PARK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007932
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09734086700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0429954
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0429954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt084231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt062710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0204755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0106455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0531070
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072919
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt084231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt062710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0204755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0106455
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0502873
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072919
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0531070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0458151
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01115515
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM BLUESTEM PARTNERS, L.P.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID TAX EXPENSE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1958
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1958
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CSC DELAWARE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING - PUBLICATION NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LATE PAYMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LATE PAYMENT PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0103
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3229
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4168
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0733711
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE FROM BLUESTEM PTRS., LP
TaxesSchedule/TaxesDetail/Amt07087
TaxesSchedule/TaxesDetail/Amt124070
TaxesSchedule/TaxesDetail/Amt214344
TaxesSchedule/TaxesDetail/CategoryTxt0NYS CORPORATION TAX PAID - UBI
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX (UBTI)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE C OCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09734086700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND CAROLE CAPLAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0273246789
ReturnHeader/Filer/PhoneNum09734086700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O UE LLC 325 COLUMBIA TPKE NO 202
ReturnHeader/Filer/USAddress/CityNm0FLORHAM PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007932
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId080358F3FAB3EBAF9FE283330E22141A664F1230F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C02EE1DB8BA533A35D5B827F0251B98CEF2BA772
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.51.35.2
ReturnHeader/FilingSecurityInformation/IPDt02017-08-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:06:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223754856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNTRACHT EARLY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 COLUMBIA TURNPIKE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09734086700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S UNTRACHT
ReturnHeader/ReturnTs02017-10-18T09:19:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,461,786
Liabilities
$0
Net assets
$6,461,786
Revenue
-$722,268
Expenses
$551,396
Net income
-$1,273,664
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
2016Detailed filing. Detailed filing data is available for this year.$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