Civic Intelligence

David and Caole Caplan Charitable Foundation

990PF • Fiscal year 2021 • EIN 27-3246789

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
co CCA LLC 325 Columbia Tpke 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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

8.43x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

1st percentile

-345215%

Higher net margin than 1% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$5,744,047

Down $1,008,029 (-15%) from 2020

Net Assets

Down

$5,741,586

Down $1,008,029 (-15%) from 2020

Liabilities

Flat

$2,461

Flat from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin1st percentile

Revenue

Down

$292

Down $21,822 (-99%) from 2020

Expenses

Up

$1,008,321

Up $485 (+0.0%) from 2020

Net Income

Down

-$1,008,029

Down $22,307 (-2.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$5,744,047
Liabilities$2,461
Net Assets$5,741,586
Open 2021 Filing

Operations Trend

Revenue Growth1st 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

2021

Revenue$292
Expenses$1,008,321
Net Income-$1,008,029
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd 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
co CCA LLC 325 Columbia Tpke 202, Florham Park, NJ 07932

Signing Officer

Name
Jane C Och
Title
President
Phone
9734086700
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
325 Columbia Turnpike Suite 202, Florham Park, NJ 07932
Preparer
Angel M Rodriguez
Phone
9734086700
Raw XML Appendix310 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0218052
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0694765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02065521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt072919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt072919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04286510
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0788106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0738118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0694765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02065521
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01006158
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0788106
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Morgan Lewis
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01778
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0444
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS Filing Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1125
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02461
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to Willoughby
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02461
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane C Och
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09734086700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David and Carole Caplan Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0273246789
ReturnHeader/Filer/PhoneNum09734086700
ReturnHeader/Filer/USAddress/AddressLine1Txt0co CCA LLC 325 Columbia Tpke 202
ReturnHeader/Filer/USAddress/CityNm0Florham Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007932
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Citrin Cooperman Advisors 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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Angel M Rodriguez
ReturnHeader/ReturnTs02022-11-15T17:09:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jane
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Och
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,744,047
Liabilities
$2,461
Net assets
$5,741,586
Revenue
$292
Expenses
$1,008,321
Net income
-$1,008,029
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
2021Detailed filing. Detailed filing data is available for this year.$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