Civic Intelligence

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

990PF • Fiscal year 2012 • EIN 34-1265827

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 23, 2013

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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

9th percentile

-43%

Faster asset growth than 9% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$19,456

Down $14,686 (-43%) from 2011

Net Assets

Down

$19,456

Down $14,686 (-43%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$14,695

Down $16,495 (-53%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$19,456
Liabilities$0
Net Assets$19,456

Operations Trend

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

2012

Revenue-
Expenses$14,695
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITY-LOS ANGELES, CA, US$10,000
Paid Grant-CHARITY-LOS ANGELES, CA, US$3,600
Filing and Contact Details

Filer

EIN
34-1265827
Raw XML Appendix211 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
AccountingFeesSchedule/AccountingFees/Amount01065
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
CompensationExplanation/Compensation/PersonName0GEORGE CAPLAN
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome09
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome09
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01065
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013600
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-14686
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss09
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome09
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps013600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss014695
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses09
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01095
IRS990PF/BalanceSheets/CapitalStockBOY034142
IRS990PF/BalanceSheets/CapitalStockEOY019456
IRS990PF/BalanceSheets/CashBOY0414
IRS990PF/BalanceSheets/CashEOY0384
IRS990PF/BalanceSheets/CashEOYFMV0384
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY033728
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY019072
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV019072
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IRS990PF/BalanceSheets/TotalAssetsEOY019456
IRS990PF/BalanceSheets/TotalAssetsEOYFMV019456
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY034142
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY019456
IRS990PF/BalanceSheets/TotalNetAssetsBOY034142
IRS990PF/BalanceSheets/TotalNetAssetsEOY019456
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-14686
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal019456
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY034142
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY019456
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01916
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01916
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01916
IRS990PF/DistributableAmount/MinimumInvestmentReturn01916
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY019456
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets038910
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019455
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities019455
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0584
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01916
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets038326
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets038910
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/AdjNonchrtblAssetsAndOnePct08749
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets08749
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.228288
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.446030
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.049641
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.189192
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets038326
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1067260
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30165187
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40207024
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50276413
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions013600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1030000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2027400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear308200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5052295
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.684863
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions013600
IRS990PF/QualifyingDistributions/ExpensesAndContributions013600
IRS990PF/QualifyingDistributions/QualifyingDistributions013600
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0ALL ASSETS ARE KEPT IN AN INTEREST BEARING BANK ACCOUNT UNTIL THEY ARE DONATED TO A CHARITABLE ORGANIZATION.
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/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
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/ProhibitedTaxShelterTransactn0false
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/Amount03600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0JUDAISM BY CHOICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SANDRA CAPLAN JEWISH CONTINUITY FUN
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/TotGrantOrContriPaidDuringYear013600
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/AppliedToCurrentYear01916
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01916
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1026637
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2027400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5038708
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5038708
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear065721
IRS990PF/UndistributedIncome/ExcessFromCurrentYear011684
IRS990PF/UndistributedIncome/ExcessFromYear1026637
IRS990PF/UndistributedIncome/ExcessFromYear2027400
IRS990PF/UndistributedIncome/QualifyingDistributions013600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus011684
IRS990PF/UndistributedIncome/TotalCorpus0104429
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover092745
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/Description2OFFICE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks15
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-07-23
ReturnHeader/Officer/Name0GEORGE CAPLAN
ReturnHeader/Officer/Phone03102034025
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-23
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-23T12:04:15-05:00

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