Civic Intelligence

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

990PF • Fiscal year 2014 • EIN 34-1265827

Jan 01, 2014 to Dec 31, 2014 • Filed on May 18, 2015

1800 Century Park East Suite 1400Los Angeles, CA 90067

(310) 203-4025

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-8.6%

Faster asset growth than 28% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$584

Down $55 (-8.6%) from 2013

Net Assets

Down

$584

Down $55 (-8.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$0

Down $4 (-100%) from 2013

Expenses

Down

$55

Down $18,766 (-100%) from 2013

Net Income

Up

-$55

Up $18,762 (+100%) from 2013

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

2014

Assets$584
Liabilities$0
Net Assets$584

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

2014

Revenue$0
Expenses$55
Net Income-$55
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 18, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE CAPLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sw & Eleanor Caplan Foundation
EIN
34-1265827
Phone
3102034025
Address
1800 CENTURY PARK EAST SUITE 1400, LOS ANGELES, CA 90067

Signing Officer

Name
George Caplan
Title
Trustee
Phone
3102034025
Signed
2015-05-18

Preparer

Firm
Bergman Himmel Goetz & Prebul Co Inc
Address
734 ALPHA DR STE A, HIGHLAND HEIGHTS, OH 44143
Preparer
Ronald Goetz
Phone
4404427501
Raw XML Appendix190 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
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-55
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0584
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0639
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0584
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt058
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt058
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt058
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0274
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0509
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0509
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0584
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01168
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0584
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0584
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01150
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01800 CENTURY PARK EAST SUITE 1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt017800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt027400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt03.081645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt014.138205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.354850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.446030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.419499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt067260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt065316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0165187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt015.408225
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL ASSETS ARE KEPT IN AN INTEREST BEARING BANK ACCOUNT UNTIL THEY ARE DONATED TO A CHARITABLE ORGANIZATION.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GEORGE CAPLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01800 CENTURY PARK EAST SUITE 1400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03102034025
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt083400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027342
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt083400
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt083458
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03102034025
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SW & ELEANOR CAPLAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DRINKER BIDDLE & REATH LLP
ReturnHeader/Filer/BusinessNameControlTxt0SW&E
ReturnHeader/Filer/EIN0341265827
ReturnHeader/Filer/PhoneNum03102034025
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 CENTURY PARK EAST SUITE 1400
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341088148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGMAN HIMMEL GOETZ & PREBUL CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0734 ALPHA DR STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIGHLAND HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044143
ReturnHeader/PreparerPersonGrp/PhoneNum04404427501
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD GOETZ
ReturnHeader/ReturnTs02015-05-19T07:29:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings