Civic Intelligence

Sw & Eleanor Caplan Foundation C/O Drinker Biddle & Reath LLP

990PF • Fiscal year 2011 • EIN 34-1265827

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 23, 2012

Organization Profile
1800 Century Park East Suite 140090067
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$34,142

Down $31,174 (-48%) from 2010

Net Assets

Down

$34,142

Down $31,174 (-48%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$31,190

Down $60,035 (-66%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$80K$60K$40K$20K$0Assets 2010: $65,316Liabilities 2010: $0Net Assets 2010: $65,3162010Assets 2011: $34,142Liabilities 2011: $0Net Assets 2011: $34,1422011Assets 2012: $19,456Liabilities 2012: $0Net Assets 2012: $19,4562012Assets 2013: $639Liabilities 2013: $0Net Assets 2013: $6392013Assets 2014: $584Liabilities 2014: $0Net Assets 2014: $5842014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2011

Assets$34,142
Liabilities$0
Net Assets$34,142
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $91,2252010Expenses 2011: $31,1902011Expenses 2012: $14,6952012Revenue 2013: $4Expenses 2013: $18,821Net Income 2013: -$18,8172013Revenue 2014: $0Expenses 2014: $55Net Income 2014: -$552014Revenue 2015: $0Expenses 2015: $584Net Income 2015: -$5842015

Highlighted filing

2011

Revenue-
Expenses$31,190
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE CAPLANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITY-LOS ANGELES, CA, US$20,000
Paid Grant-CHARITY-LOS ANGELES, CA, US$10,000
Filing and Contact Details

Filer

EIN
34-1265827
Raw XML Appendix210 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0GEORGE CAPLAN
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome016
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome016
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA016
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss030000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-31174
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss016
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome016
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss031190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01190
IRS990PF/BalanceSheets/CapitalStockBOY065316
IRS990PF/BalanceSheets/CapitalStockEOY034142
IRS990PF/BalanceSheets/CashBOY01604
IRS990PF/BalanceSheets/CashEOY0414
IRS990PF/BalanceSheets/CashEOYFMV0414
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY063712
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY033728
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IRS990PF/BalanceSheets/TotalAssetsBOY065316
IRS990PF/BalanceSheets/TotalAssetsEOY034142
IRS990PF/BalanceSheets/TotalAssetsEOYFMV034142
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY065316
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY034142
IRS990PF/BalanceSheets/TotalNetAssetsBOY065316
IRS990PF/BalanceSheets/TotalNetAssetsEOY034142
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-31174
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal034142
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY065316
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY034142
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03363
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03363
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03363
IRS990PF/DistributableAmount/MinimumInvestmentReturn03363
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY034142
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets068284
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances034142
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities034142
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01024
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03363
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets067260
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets068284
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GEORGE CAPLAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101800 CENTURY PARK EAST SUITE 1400
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode090067
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct09693
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets09693
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.144118
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.049641
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.189192
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.193520
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets067260
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20165187
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30207024
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40276413
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50292900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions030000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1027400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear208200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4052295
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5056682
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.432353
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions030000
IRS990PF/QualifyingDistributions/ExpensesAndContributions030000
IRS990PF/QualifyingDistributions/QualifyingDistributions030000
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0ALL ASSETS ARE KEPT IN AN INTEREST BEARING BANK ACCOUNT
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0GEORGE CAPLAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03102034025
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101800 CENTURY PARK EAST SUITE 1400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090067
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0JCC AT MILKEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1JCC COMM BET DIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090067
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode190067
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03363
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03363
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1027400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4038708
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5042304
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5042304
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear092745
IRS990PF/UndistributedIncome/ExcessFromCurrentYear026637
IRS990PF/UndistributedIncome/ExcessFromYear1027400
IRS990PF/UndistributedIncome/ExcessFromYear4038708
IRS990PF/UndistributedIncome/QualifyingDistributions030000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus026637
IRS990PF/UndistributedIncome/TotalCorpus0135049
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0108412
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/Description2OFFICE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks140
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341265827
ReturnHeader/Filer/Name/BusinessNameLine10SW & ELEANOR CAPLAN FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O DRINKER BIDDLE & REATH LLP
ReturnHeader/Filer/NameControl0SW&E
ReturnHeader/Filer/Phone03102034025
ReturnHeader/Filer/USAddress/AddressLine101800 CENTURY PARK EAST SUITE 1400
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090067
ReturnHeader/Officer/DateSigned02012-04-23
ReturnHeader/Officer/Name0GEORGE CAPLAN
ReturnHeader/Officer/Phone03102034025
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-23
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BERGMAN HIMMEL GOETZ & PREBUL CO INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10734 ALPHA DR STE A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HIGHLAND HEIGHTS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044143
ReturnHeader/Preparer/Name0RONALD GOETZ
ReturnHeader/Preparer/Phone04404427501
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-23T09:32:01-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,142
Liabilities
$0
Net assets
$34,142
Revenue
-
Expenses
$31,190
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.58$0.58
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.00$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.00$18.8$18.8
2012Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$14.7
2011Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$31.2
2010Detailed filing. Detailed filing data is available for this year.$65.3$0.00$65.3$91.2