Civic Intelligence

David and Caole Caplan Charitable Foundation

990PF • Fiscal year 2023 • EIN 27-3246789

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
330 Railroad Avenue Suite 101Greenwich, CT 06830

(212) 773-3000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-783%

Higher net margin than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

160%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$3,895,029

Down $892,560 (-19%) from 2022

Net Assets

Down

$3,892,568

Down $892,560 (-19%) from 2022

Liabilities

Flat

$2,461

Flat from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin1st percentile

Revenue

Up

$114,004

Up $70,224 (+160%) from 2022

Expenses

Up

$1,006,550

Up $6,300 (+0.6%) from 2022

Net Income

Up

-$892,546

Up $63,924 (+6.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2023

Assets$3,895,029
Liabilities$2,461
Net Assets$3,892,568
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

2023

Revenue$114,004
Expenses$1,006,550
Net Income-$892,546
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
Daniel S Och
Title
Director
Phone
9734086700
Signed
2024-11-15
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 Appendix254 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01700799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCULPTOR OVERSEAS FUND II, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt025701
IRS990PF/AddressChangeInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03203
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02662221
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039933
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0101888
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0131114
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02622288
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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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/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0330 Railroad Avenue Suite 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1330 Railroad Avenue Suite 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2330 Railroad Avenue Suite 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Greenwich
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02127733000
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02461
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO WILLOUGHBY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02461
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel S Och
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09734086700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel Friedlander
ReturnHeader/ReturnTs02024-11-15T12:34:51-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,895,029
Liabilities
$2,461
Net assets
$3,892,568
Revenue
$114,004
Expenses
$1,006,550
Net income
-$892,546
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
2023Detailed filing. Detailed filing data is available for this year.$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