Civic Intelligence

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

990PF • Fiscal year 2012 • EIN 34-1911676

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 22, 2013

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.

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

36th percentile

-4.7%

Faster asset growth than 36% 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.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$19,272

Down $941 (-4.7%) from 2011

Net Assets

Down

$19,272

Down $941 (-4.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$945

Down $176 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2012

Assets$19,272
Liabilities$0
Net Assets$19,272
Open 2012 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

2012

Revenue-
Expenses$945
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 22, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

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

Filer

EIN
34-1911676
Raw XML Appendix198 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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CompensationExplanation/Compensation/PersonName0GEORGE CAPLAN
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome04
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0920
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-941
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss04
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0945
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IRS990PF/BalanceSheets/CashBOY0184
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal019272
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01883
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01883
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01883
IRS990PF/DistributableAmount/MinimumInvestmentReturn01883
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear023
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment023
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment023
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments023
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY019272
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets038228
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019114
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities019114
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0573
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01883
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets037655
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets038228
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/AdjNonchrtblAssetsAndOnePct06393
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets06393
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.169784
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.146851
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.154482
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.208020
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets037655
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1039820
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3053115
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4062402
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5081223
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2026800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear307800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear409640
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5016896
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.509353
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
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/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
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01883
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2026800
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear305144
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear406538
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5012899
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear038482
IRS990PF/UndistributedIncome/ExcessFromYear2026800
IRS990PF/UndistributedIncome/ExcessFromYear305144
IRS990PF/UndistributedIncome/ExcessFromYear406538
IRS990PF/UndistributedIncome/TotalCorpus049498
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover051381
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-07-22
ReturnHeader/Officer/Name0GEORGE CAPLAN
ReturnHeader/Officer/Phone03102034025
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-22
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/Timestamp02013-07-22T12:04:01-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,272
Liabilities
$0
Net assets
$19,272
Revenue
-
Expenses
$945
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