Civic Intelligence

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

990PF • Fiscal year 2011 • EIN 34-1911676

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 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

38th percentile

-5.2%

Faster asset growth than 38% 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

$20,213

Down $1,116 (-5.2%) from 2010

Net Assets

Down

$20,213

Down $1,116 (-5.2%) 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

$1,121

Down $26,924 (-96%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$30K$20K$10K$0Assets 2010: $21,329Liabilities 2010: $0Net Assets 2010: $21,3292010Assets 2011: $20,213Liabilities 2011: $0Net Assets 2011: $20,2132011Assets 2012: $19,272Liabilities 2012: $0Net Assets 2012: $19,2722012Assets 2013: $18,281Liabilities 2013: $0Net Assets 2013: $18,2812013Assets 2014: $17,389Liabilities 2014: $0Net Assets 2014: $17,3892014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2011

Assets$20,213
Liabilities$0
Net Assets$20,213
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2010: $28,0452010Expenses 2011: $1,1212011Expenses 2012: $9452012Revenue 2013: $4Expenses 2013: $995Net Income 2013: -$9912013Revenue 2014: $0Expenses 2014: $892Net Income 2014: -$8922014Revenue 2015: $0Expenses 2015: $17,389Net Income 2015: -$17,3892015

Highlighted filing

2011

Revenue-
Expenses$1,121
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

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

Filer

EIN
34-1911676
Raw XML Appendix200 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/RelatedOrExemptFunctionIncome05
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome05
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1116
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome05
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/BalanceSheets/CapitalStockBOY021329
IRS990PF/BalanceSheets/CapitalStockEOY020213
IRS990PF/BalanceSheets/CashBOY01304
IRS990PF/BalanceSheets/CashEOY0184
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal020213
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY021329
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY020213
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01991
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01991
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01991
IRS990PF/DistributableAmount/MinimumInvestmentReturn01991
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear023
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment023
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment023
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments023
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY020213
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets040426
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances020213
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities020213
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0606
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01991
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets039820
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets040426
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/AdjNonchrtblAssetsAndOnePct06732
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets06732
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.169071
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.146851
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.154482
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.208020
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.166929
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets039820
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2053115
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3062402
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4081223
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5086989
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1026800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear207800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear309640
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4016896
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014521
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.676282
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
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/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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/DistributableAmountAsAdjusted01991
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1026800
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205144
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear306538
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4012899
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5010249
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01991
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear051381
IRS990PF/UndistributedIncome/ExcessFromYear1026800
IRS990PF/UndistributedIncome/ExcessFromYear205144
IRS990PF/UndistributedIncome/ExcessFromYear306538
IRS990PF/UndistributedIncome/ExcessFromYear4012899
IRS990PF/UndistributedIncome/TotalCorpus059639
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover061630
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks021
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341911676
ReturnHeader/Filer/Name/BusinessNameLine10SW & DORIS CAPLAN FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O DRINKER BIDDLE & REATH LLP
ReturnHeader/Filer/NameControl0SWAN
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/DateSigned02012-04-20
ReturnHeader/Officer/Name0GEORGE CAPLAN
ReturnHeader/Officer/Phone03102034025
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-20
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/Timestamp02012-04-20T07:50:31-05:00

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
$20,213
Liabilities
$0
Net assets
$20,213
Revenue
-
Expenses
$1,121
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$17.4$17.4
2014Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.00$0.89$0.89
2013Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.00$1.00$0.99
2012Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.95
2011Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.12
2010Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$28.0