Civic Intelligence

Theresa and Frank Caplan Foundation Inc.

990 • Fiscal year 2016 • EIN 46-5370094

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 22, 2017

Organization ProfileWWW.EARLYCHILDHOODFOUNDATION.ORG
160 Cotswold CourtLancaster, PA 17601

(717) 291-7201

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.29x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

2nd percentile

-204%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

21st percentile

$25,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$9,735,680

Up $15,796 (+0.2%) from 2015

Net Assets

Up

$9,685,680

Up $96,365 (+1.0%) from 2015

Liabilities

Down

$50,000

Down $80,569 (-62%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$174,962

Down $281,176 (-62%) from 2015

Expenses

Up

$532,475

Up $58,080 (+12%) from 2015

Net Income

Down

-$357,513

Down $339,256 (-1858%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2014: $10,010,697Liabilities 2014: $0Net Assets 2014: $10,010,6972014Assets 2015: $9,719,884Liabilities 2015: $130,569Net Assets 2015: $9,589,3152015Assets 2016: $9,735,680Liabilities 2016: $50,000Net Assets 2016: $9,685,6802016Assets 2017: $10,798,261Liabilities 2017: $231,167Net Assets 2017: $10,567,0942017Assets 2018: $9,662,397Liabilities 2018: $162,000Net Assets 2018: $9,500,3972018Assets 2019: $10,972,804Liabilities 2019: $4,941Net Assets 2019: $10,967,8632019Assets 2020: $11,795,547Liabilities 2020: $7,906Net Assets 2020: $11,787,6412020Assets 2021: $12,817,697Liabilities 2021: $3,824Net Assets 2021: $12,813,8732021Assets 2022: $9,308,442Liabilities 2022: $50,629Net Assets 2022: $9,257,8132022Assets 2023: $10,695,918Liabilities 2023: $0Net Assets 2023: $10,695,9182023Assets 2024: $11,614,384Liabilities 2024: $0Net Assets 2024: $11,614,3842024

Highlighted filing

2016

Assets$9,735,680
Liabilities$50,000
Net Assets$9,685,680
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $9,670,126Expenses 2014: $2,724Net Income 2014: $9,667,4022014Revenue 2015: $456,138Expenses 2015: $474,395Net Income 2015: -$18,2572015Revenue 2016: $174,962Expenses 2016: $532,475Net Income 2016: -$357,5132016Revenue 2017: $501,265Expenses 2017: $819,566Net Income 2017: -$318,3012017Revenue 2018: $521,772Expenses 2018: $484,135Net Income 2018: $37,6372018Revenue 2019: $569,134Expenses 2019: $519,465Net Income 2019: $49,6692019Revenue 2020: $259,026Expenses 2020: $523,826Net Income 2020: -$264,8002020Revenue 2021: $1,709,051Expenses 2021: $682,819Net Income 2021: $1,026,2322021Revenue 2022: $572,663Expenses 2022: $569,292Net Income 2022: $3,3712022Revenue 2023: $88,782Expenses 2023: $421,129Net Income 2023: -$332,3472023Revenue 2024: $589,551Expenses 2024: $580,438Net Income 2024: $9,1132024

Highlighted filing

2016

Revenue$174,962
Expenses$532,475
Net Income-$357,513
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 22, 2017
Return Version
2016v3.0
Gross Receipts
$9,634,361
Mission and Program Overview

Mission

The organization's mission is to provide grants for innovative and creative projects and research that will significantly improve and enhance the development, health, safety, education or quality of life of children from infancy through seven years of age.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,585,214$9,706,313▲ $121,099
Savings and Temporary Cash Investments$119,980$23,696▼ $96,284
Prepaid Expenses and Deferred Charges$0$2,000▲ $2,000
Total Assets$9,719,884$9,735,680▲ $15,796
Other Assets Total$14,690$3,671▼ $11,019
Liabilities
Grants Payable$130,569$50,000▼ $80,569
Total Liabilities$130,569$50,000▼ $80,569
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,060,246$9,577,994▲ $517,748
Unrestricted Net Assets$529,069$107,686▼ $421,383
Total Net Assets Fund Balance$9,589,315$9,685,680▲ $96,365
Total Liabilities and Net Assets / Fund Balance$9,719,884$9,735,680▲ $15,796
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Judith IngleseDirector and PresidentPT$25,000$25,000
Richard L CaplanDirector and TreasurerPT$25,000$25,000
Revenue and Support

Revenue Composition

Contributions and Grants
$5
Program Service Revenue
$0
Investment Income
$174,957
Other Revenue
$0
All Other Contributions
$5
Change in Net Assets
$-357,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$385,604
Other Expenses$93,046
Salaries, Compensation, and Employee Benefits$53,825
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$385,604--$385,604
Fees for Service Investment Mgmnt Fees$61,604--$61,604
Current Officers, Directors, Trustees, and Key Employees$45,000$5,000-$50,000
Fees for Services Management$19,200$4,800-$24,000
Payroll Taxes$3,442$383-$3,825
Fees for Services Accounting$2,400$600-$3,000
Fees for Services Other$1,123$125-$1,248
Office Expenses$1,056$25-$1,081
Insurance$858$95-$953
Fees for Services Legal-$766-$766
Information Technology$79$315-$394
Total Functional Expenses$520,366$12,109$0$532,475
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma State University FoundationStillwater, OK501(c)(3)For the Preventing Suspension and Expulsion in Early Care and Education Through Targeted Professional Development on Social and Emotional Self-regulation Project.$100,000
University of Florida Research FoundationOrlando, FL501(c)(3)To Explore the Effects of Second Language Learning on First Language Skills for Pre-kindergarten Students With Special Needs.$70,942
Worldwide OrphansMaplewood, NJ501(c)(3)To Develop and Pilot an English as a Second Language Curriculum, Where Parents and Children Participate Together$55,000
National Center for Families LearningLouisville, KY501(c)(3)To Develop a Nature-based Learning Adventure Series for Families.$50,979
Providence CollegeProvidence, RI501(c)(3)To Test the Effectiveness of Play and Inquiry-based Instruction in Early Science Education.$44,000
Portland State UniversityPortland, OR501(c)(3)To Support Dialogic Storytelling Which Explores How Preschool Children in Urban, Multiethnic, and Multilingual Head Start Classrooms Interact in a Child-led Storytelling Activity Called Story Circles.$39,683
MINNESOTA CHILDREN'S MUSEUMSt Paul, MN501(c)(3)To Fund the Power of Play Initiative, a Data Driven Program Designed to Foster Healthy Parent Interactions With Children to Best Support Early Childhood Learning.$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Richard caplan and judith inglese are siblings”

Form 990, Part VI, Section A, Line 3

“Blue ridge business consultants is providing management and accounting services to the organization. The president of blue ridge business consultants is the domestic partner of the organization's board treasurer.”

Form 990, Part VI, Section A, Line 8B

“No such committees exist that are able to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The 990 is provided to all directors for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Directors are required to review the policy and acknowledge and disclose any conflicts of interest that arise during the year.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflict of interest policy are available upon request”

Filing and Contact Details

Filer

Filer Name
The Theresa and Frank Caplan Foundation
EIN
46-5370094
Phone
7172917201
Address
160 COTSWOLD COURT, LANCASTER, PA 17601
Doing Business As
Caplan Fnd for Early Childhood

Signing Officer

Name
Richard L Caplan
Title
Treasurer
Phone
7172917201
Signed
2017-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard L Caplan
Formed
2014
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Trout Ebersole & Groff Llp
Address
1705 OREGON PIKE, LANCASTER, PA 17601
Preparer
Brian Groff
Phone
7175692900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior year accrued grant payable that was not paid 12,152.”

Raw XML Appendix382 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO PROVIDE GRANTS FOR INNOVATIVE AND CREATIVE PROJECTS AND RESEARCH THAT WILL SIGNIFICANTLY IMPROVE AND ENHANCE THE DEVELOPMENT, HEALTH, SAFETY, EDUCATION OR QUALITY OF LIFE OF CHILDREN FROM INFANCY THROUGH SEVEN YEARS OF AGE.
IRS990/AllOtherContributionsAmt05
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0BLUE RIDGE BUSINESS CONSULTANTS
IRS990/BooksInCareOfDetail/PhoneNum07175032427
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02146 QUAIL HOLLOW ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MECHANICSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017055
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt045000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt050000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05
IRS990/CYGrantsAndSimilarPaidAmt0385604
IRS990/CYInvestmentIncomeAmt0174957
IRS990/CYOtherExpensesAmt093046
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-357513
IRS990/CYSalariesCompEmpBnftPaidAmt053825
IRS990/CYTotalExpensesAmt0532475
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0174962
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE FOUNDATION BOARD REVIEWED 519 LETTERS OF INQUIRY RECEIVED FROM A DIVERSE GROUP OF ORGANIZATIONS, RANGING FROM MAJOR UNIVERSITIES AND HOSPITALS TO SMALL CHILD CARE CENTERS. THE BOARD REQUESTED FULL PROPOSALS FROM FORTY-SIX OF THESE ORGANIZATIONS AND APPROVED SEVEN FOR A TOTAL OF $386K. THE PROJECTS THAT WERE FUNDED INCLUDE: THE POWER OF PLAY INITIATIVE, A DATA DRIVEN PROGRAM DESIGNED TO FOSTER HEALTHY PARENT INTERACTIONS WITH CHILDREN TO BEST SUPPORT EARLY CHILDHOOD LEARNING; THE PREVENTING SUSPENSION AND EXPULSION IN EARLY CARE AND EDUCATION THROUGH TARGETED PROFESSIONAL DEVELOPMENT ON SOCIAL AND EMOTIONAL SELF-REGULATION PROJECT; PROJECT TESTING THE EFFECTIVENESS OF PLAY AND INQUIRY-BASED INSTRUCTION IN EARLY SCIENCE EDUCATION; PROJECT EXPLORING THE EFFECTS OF SECOND LANGUAGE LEARNING ON FIRST LANGUAGE SKILLS FOR PRE-KINDERGARTEN STUDENTS WITH SPECIAL NEEDS; PROJECT TO DEVELOP A NATURE-BASED LEARNING ADVENTURE SERIES FOR FAMILIES; PROJECT TO DEVELOP AND PILOT AN ENGLISH AS A SECOND LANGUAGE CURRICULUM, WHERE PARENTS AND CHILDREN PARTICIPATE TOGETHER; SUPPORT FOR DIALOGIC STORYTELLING WHICH EXPLORES HOW PRESCHOOL CHILDREN IN URBAN, MULTIETHNIC, AND MULTILINGUAL HEAD START CLASSROOMS INTERACT IN A CHILD-LED STORYTELLING ACTIVITY CALLED STORY CIRCLES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CAPLAN FND FOR EARLY CHILDHOOD
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0520366
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02400
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0766
IRS990/FeesForServicesLegalGrp/TotalAmt0766
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt04800
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt019200
IRS990/FeesForServicesManagementGrp/TotalAmt024000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0125
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01123
IRS990/FeesForServicesOtherGrp/TotalAmt01248
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt061604
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt061604
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD L CAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDITH INGLESE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt025000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt125000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR AND PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-85604
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0385604
IRS990/GrantsPayableGrp/BOYAmt0130569
IRS990/GrantsPayableGrp/EOYAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0385604
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0385604
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09373795
IRS990/GrossReceiptsAmt09634361
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0315
IRS990/InformationTechnologyGrp/ProgramServicesAmt079
IRS990/InformationTechnologyGrp/TotalAmt0394
IRS990/InsuranceGrp/ManagementAndGeneralAmt095
IRS990/InsuranceGrp/ProgramServicesAmt0858
IRS990/InsuranceGrp/TotalAmt0953
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0260561
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0260561
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09585214
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09706313
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09459399
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO PROVIDE GRANTS FOR INNOVATIVE AND CREATIVE PROJECTS AND RESEARCH THAT WILL SIGNIFICANTLY IMPROVE AND ENHANCE THE DEVELOPMENT, HEALTH, SAFETY, EDUCATION OR QUALITY OF LIFE OF CHILDREN FROM INFANCY THROUGH SEVEN YEARS OF AGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09589315
IRS990/NetAssetsOrFundBalancesEOYAmt09685680
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-85604
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-85604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0441726
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025
IRS990/OfficeExpensesGrp/ProgramServicesAmt01056
IRS990/OfficeExpensesGrp/TotalAmt01081
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014690
IRS990/OtherAssetsTotalGrp/EOYAmt03671
IRS990/OtherChangesInNetAssetsAmt012152
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0383
IRS990/PayrollTaxesGrp/ProgramServicesAmt03442
IRS990/PayrollTaxesGrp/TotalAmt03825
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02000
IRS990/PrincipalOfficerNm0RICHARD L CAPLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0349769
IRS990/PYInvestmentIncomeAmt0456138
IRS990/PYOtherExpensesAmt092623
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-18257
IRS990/PYSalariesCompEmpBnftPaidAmt032003
IRS990/PYTotalExpensesAmt0474395
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0456138
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-357513
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023696
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0174957
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0456138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0135411
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0766506
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt06
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06
IRS990ScheduleA/TotalSupportAmt0766512
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/CashGrantAmt244000
IRS990ScheduleI/RecipientTable/CashGrantAmt370942
IRS990ScheduleI/RecipientTable/CashGrantAmt450979
IRS990ScheduleI/RecipientTable/CashGrantAmt555000
IRS990ScheduleI/RecipientTable/CashGrantAmt639683
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND THE POWER OF PLAY INITIATIVE, A DATA DRIVEN PROGRAM DESIGNED TO FOSTER HEALTHY PARENT INTERACTIONS WITH CHILDREN TO BEST SUPPORT EARLY CHILDHOOD LEARNING.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOR THE PREVENTING SUSPENSION AND EXPULSION IN EARLY CARE AND EDUCATION THROUGH TARGETED PROFESSIONAL DEVELOPMENT ON SOCIAL AND EMOTIONAL SELF-REGULATION PROJECT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO TEST THE EFFECTIVENESS OF PLAY AND INQUIRY-BASED INSTRUCTION IN EARLY SCIENCE EDUCATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO EXPLORE THE EFFECTS OF SECOND LANGUAGE LEARNING ON FIRST LANGUAGE SKILLS FOR PRE-KINDERGARTEN STUDENTS WITH SPECIAL NEEDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO DEVELOP A NATURE-BASED LEARNING ADVENTURE SERIES FOR FAMILIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO DEVELOP AND PILOT AN ENGLISH AS A SECOND LANGUAGE CURRICULUM, WHERE PARENTS AND CHILDREN PARTICIPATE TOGETHER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO SUPPORT DIALOGIC STORYTELLING WHICH EXPLORES HOW PRESCHOOL CHILDREN IN URBAN, MULTIETHNIC, AND MULTILINGUAL HEAD START CLASSROOMS INTERACT IN A CHILD-LED STORYTELLING ACTIVITY CALLED STORY CIRCLES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MINNESOTA CHILDREN'S MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OKLAHOMA STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PROVIDENCE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF FLORIDA RESEARCH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NATIONAL CENTER FOR FAMILIES LEARNING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WORLDWIDE ORPHANS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6PORTLAND STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0411354181
IRS990ScheduleI/RecipientTable/RecipientEIN1736097060
IRS990ScheduleI/RecipientTable/RecipientEIN2050258932
IRS990ScheduleI/RecipientTable/RecipientEIN3593086453
IRS990ScheduleI/RecipientTable/RecipientEIN4611159549
IRS990ScheduleI/RecipientTable/RecipientEIN5133968225
IRS990ScheduleI/RecipientTable/RecipientEIN6936001786
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010 WEST 7TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1139 HUMAN SCIENCES
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2ONE CUNNINGHAM SQUARE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt312201 RESEARCH PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4325 WEST MAIN STREET SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5515 VALLEY STREET SUITE 201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 751 MAIL CODE SPA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST PAUL
IRS990ScheduleI/RecipientTable/USAddress/CityNm1STILLWATER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ORLANDO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MAPLEWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm6PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd174078
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd202918
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd332826
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd440202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd507040
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd697207
IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICHARD CAPLAN AND JUDITH INGLESE ARE SIBLINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BLUE RIDGE BUSINESS CONSULTANTS IS PROVIDING MANAGEMENT AND ACCOUNTING SERVICES TO THE ORGANIZATION. THE PRESIDENT OF BLUE RIDGE BUSINESS CONSULTANTS IS THE DOMESTIC PARTNER OF THE ORGANIZATION'S BOARD TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO SUCH COMMITTEES EXIST THAT ARE ABLE TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS PROVIDED TO ALL DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTORS ARE REQUIRED TO REVIEW THE POLICY AND ACKNOWLEDGE AND DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR YEAR ACCRUED GRANT PAYABLE THAT WAS NOT PAID 12,152.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt09060246
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09577994
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09719884
IRS990/TotalAssetsEOYAmt09735680
IRS990/TotalAssetsGrp/BOYAmt09719884
IRS990/TotalAssetsGrp/EOYAmt09735680
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012109
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0520366
IRS990/TotalFunctionalExpensesGrp/TotalAmt0532475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0130569
IRS990/TotalLiabilitiesEOYAmt050000
IRS990/TotalLiabilitiesGrp/BOYAmt0130569
IRS990/TotalLiabilitiesGrp/EOYAmt050000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09589315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09685680
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0520366
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0174957
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174962
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09719884
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09735680
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0529069
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0107686
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0160 COTSWOLD COURT
IRS990/USAddress/CityNm0LANCASTER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017601
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.EARLYCHILDHOODFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD L CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07172917201
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE THERESA AND FRANK CAPLAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0THER
ReturnHeader/Filer/EIN0465370094
ReturnHeader/Filer/PhoneNum07172917201
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 COTSWOLD COURT
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05EB43FDDA2042CB624A31A7E04D284FE19D2EF37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05EB43FDDA2042CB624A31A7E04D284FE19D2EF37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.207.105.70
ReturnHeader/FilingSecurityInformation/IPDt02017-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:18:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231551315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROUT EBERSOLE & GROFF LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01705 OREGON PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07175692900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN GROFF
ReturnHeader/ReturnTs02017-05-18T10:33:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,735,680
Liabilities
$50,000
Net assets
$9,685,680
Revenue
$174,962
Expenses
$532,475
Net income
-$357,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.59$0.58$0.01
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.09$0.42$0.33
2022Detailed filing. Detailed filing data is available for this year.$9.31$0.05$9.26$0.57$0.57$0.00
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.71$0.68$1.03
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.01$11.8$0.26$0.52$0.26
2019Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.57$0.52$0.05
2018Detailed filing. Detailed filing data is available for this year.$9.66$0.16$9.50$0.52$0.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.23$10.6$0.50$0.82$0.32
2016Detailed filing. Detailed filing data is available for this year.$9.74$0.05$9.69$0.17$0.53$0.36
2015Detailed filing. Detailed filing data is available for this year.$9.72$0.13$9.59$0.46$0.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$9.67$0.00$9.67