Civic Intelligence

John R & Dorothy D Caples Fund

990PF • Fiscal year 2019 • EIN 31-1441038

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profile
PO Box 1297 Church St StationNew York, NY 10008

(212) 454-1141

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$43,565

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,872,902

Up $50,965 (+1.8%) from 2013

Net Assets

Up

$2,872,902

Up $50,965 (+1.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin64th percentile

Revenue

Up

$219,040

Up $4,844 (+2.3%) from 2013

Expenses

Down

$195,901

Down $35,441 (-15%) from 2013

Net Income

Up

$23,139

Up $40,285 (+235%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,865,687Liabilities 2011: $0Net Assets 2011: $2,865,6872011Assets 2013: $2,821,937Liabilities 2013: $0Net Assets 2013: $2,821,9372013Assets 2019: $2,872,902Liabilities 2019: $0Net Assets 2019: $2,872,9022019Assets 2020: $2,906,288Liabilities 2020: $0Net Assets 2020: $2,906,2882020Assets 2021: $3,212,475Liabilities 2021: $0Net Assets 2021: $3,212,4752021Assets 2022: $3,038,589Liabilities 2022: $0Net Assets 2022: $3,038,5892022

Highlighted filing

2019

Assets$2,872,902
Liabilities$0
Net Assets$2,872,902
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $237,5522011Revenue 2013: $214,196Expenses 2013: $231,342Net Income 2013: -$17,1462013Revenue 2019: $219,040Expenses 2019: $195,901Net Income 2019: $23,1392019Revenue 2020: $218,503Expenses 2020: $185,283Net Income 2020: $33,2202020Revenue 2021: $391,815Expenses 2021: $85,520Net Income 2021: $306,2952021Revenue 2022: $119,734Expenses 2022: $275,036Net Income 2022: -$155,3022022

Highlighted filing

2019

Revenue$219,040
Expenses$195,901
Net Income$23,139
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$43,565-$43,565
URBAN S MULVEHILL ESQTrusteePT$4,706-$4,706
Filing and Contact Details

Filer

Filer Name
John R & Dorothy D Caples Fund
EIN
31-1441038
Phone
2124541141
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank National Tr Co
Title
Trustee
Phone
2124541141
Signed
2020-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers LLC
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12240412C101 HCA HEALTHCARE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123577130834 MATTHEWS PACIFIC TIG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12458013MEJ9 MCDONALDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125615369105 MOODYS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12674340W103 PROLOGIS INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128988498101 YUM BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129G4412G101 HERBALIFE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13011135F101 BROADCOM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13112572Q105 CME GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132126650CL2 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13315189T107 CENTERPOINT ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13630231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13738141G104 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13846625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13946625HHS2 JPMORGAN CHASE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140693506107 PPG INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141701094104 PARKER HANNIFIN CORP
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Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,872,902
Liabilities
$0
Net assets
$2,872,902
Revenue
$219,040
Expenses
$195,901
Net income
$23,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.12$0.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.39$0.09$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.22$0.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.22$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.21$0.23$0.02
2011Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.24
Peer Organizations

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