Civic Intelligence

O W Caspersen Foundation for Aid to Health & Education Inc

990PF • Fiscal year 2020 • EIN 51-0101350

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1111 Park Ave Apt 4DNew York, NY 10128

(212) 949-8700

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

99th percentile

228%

Higher net margin than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-9.5%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$675,183

Down $71,258 (-9.5%) from 2019

Net Assets

Down

$675,183

Down $71,244 (-9.5%) from 2019

Liabilities

Down

$0

Down $14 (-100%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$31,229

Down $67,339 (-186%) from 2019

Expenses

Down

$40,015

Down $105,823 (-73%) from 2019

Net Income

Up

-$71,244

Up $38,484 (+35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,277,580Liabilities 2010: $0Net Assets 2010: $4,277,5802010Assets 2011: $2,881,670Liabilities 2011: $8,661Net Assets 2011: $2,873,0092011Assets 2012: $2,942,931Liabilities 2012: $820Net Assets 2012: $2,942,1112012Assets 2013: $2,840,418Liabilities 2013: $0Net Assets 2013: $2,840,4182013Assets 2014: $2,394,007Liabilities 2014: $0Net Assets 2014: $2,394,0072014Assets 2015: $3,529,685Liabilities 2015: $0Net Assets 2015: $3,529,6852015Assets 2016: $2,727,988Liabilities 2016: $0Net Assets 2016: $2,727,9882016Assets 2019: $746,441Liabilities 2019: $14Net Assets 2019: $746,4272019Assets 2020: $675,183Liabilities 2020: $0Net Assets 2020: $675,1832020Assets 2021: $311,750Liabilities 2021: $3,403Net Assets 2021: $308,3472021Assets 2022: $308,108Liabilities 2022: $83,175Net Assets 2022: $224,9332022Assets 2023: $304,054Liabilities 2023: $83,175Net Assets 2023: $220,8792023Assets 2024: $284,060Liabilities 2024: $43,175Net Assets 2024: $240,8852024

Highlighted filing

2020

Assets$675,183
Liabilities$0
Net Assets$675,183
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $130,1142010Expenses 2011: $43,7492011Expenses 2012: $59,9692012Revenue 2013: -$59,535Expenses 2013: $42,158Net Income 2013: -$101,6932013Revenue 2014: $17,509Expenses 2014: $463,920Net Income 2014: -$446,4112014Revenue 2015: $1,276,483Expenses 2015: $140,805Net Income 2015: $1,135,6782015Revenue 2016: -$15,929Expenses 2016: $785,768Net Income 2016: -$801,6972016Revenue 2019: $36,110Expenses 2019: $145,838Net Income 2019: -$109,7282019Revenue 2020: -$31,229Expenses 2020: $40,015Net Income 2020: -$71,2442020Revenue 2021: -$335,750Expenses 2021: $31,086Net Income 2021: -$366,8362021Revenue 2022: $28,500Expenses 2022: $111,914Net Income 2022: -$83,4142022Revenue 2023: $4,739Expenses 2023: $8,793Net Income 2023: -$4,0542023Revenue 2024: $27,600Expenses 2024: $7,594Net Income 2024: $20,0062024

Highlighted filing

2020

Revenue-$31,229
Expenses$40,015
Net Income-$71,244
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL M W CASPERSENDirector-$0--
SHANNON G CASPERSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Shannon and Sam Caspersen Foundation
EIN
51-0101350
In Care Of
% EISNERAMPER LLP
Phone
2129498700
Address
1111 PARK AVE APT 4D, NEW YORK, NY 10128

Signing Officer

Name
Samuel Caspersen
Title
Director
Phone
2129498700
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Robert Levin
Phone
2129498700
Raw XML Appendix343 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0154 Centre Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18 NEWBURY STREET 7TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt262 EAST 92ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DORCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022631
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0136076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01216869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0649861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt040484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02013608
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0136076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01216869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0649861
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033433
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010802
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02054092
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02043290
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02% MISC EXP-SYCAMORE VENTURE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DELAWARE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NON-DED EXP-PROSPEQUITY-TN CAP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1417
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4286
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01317
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4286
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME/(LOSS) THRU PROSPEQUITY-TN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ORDINARY INCOME/(LOSS) THRU PEP UNITS
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11364
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-30165
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11364
TaxesSchedule/TaxesDetail/Amt0386
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL CASPERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02129498700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHANNON AND SAM CASPERSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0510101350
ReturnHeader/Filer/InCareOfNm0% EISNERAMPER LLP
ReturnHeader/Filer/PhoneNum02129498700
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 PARK AVE APT 4D
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02129498700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT LEVIN
ReturnHeader/ReturnTs02021-11-08T12:56:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASPERSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$675,183
Liabilities
$0
Net assets
$675,183
Revenue
-$31,229
Expenses
$40,015
Net income
-$71,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.24$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.08$0.22$0.00$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.08$0.22$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.34$0.03$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.04$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.15$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.02$0.79$0.80
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.28$0.14$1.14
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.02$0.46$0.45
2013Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.06$0.04$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.88$0.01$2.87$0.04
2010Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.13