Civic Intelligence

Caplan Family Foundation

EIN 52-2005222 • Owings Mills, MD

11433 Cronridge DrOwings Mills, MD 21117-2294
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

5.1%

Faster asset growth than 58% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,345,333

Up $65,628 (+5.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,345,333

Up $65,628 (+5.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin78th percentile

Revenue

Up

$208,579

Up $45,397 (+28%) from 2023

Expenses

Up

$142,951

Up $7,692 (+5.7%) from 2023

Net Income

Up

$65,628

Up $37,705 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,778,543Liabilities 2011: $0Net Assets 2011: $1,778,5432011Assets 2012: $1,584,686Liabilities 2012: $0Net Assets 2012: $1,584,6862012Assets 2013: $1,556,652Liabilities 2013: $0Net Assets 2013: $1,556,6522013Assets 2014: $1,513,973Liabilities 2014: $2272014Assets 2015: $1,422,533Liabilities 2015: $02015Assets 2019: $1,230,083Liabilities 2019: $02019Assets 2020: $1,219,595Liabilities 2020: $0Net Assets 2020: $1,219,5952020Assets 2021: $1,256,216Liabilities 2021: $0Net Assets 2021: $1,256,2162021Assets 2022: $1,250,782Liabilities 2022: $0Net Assets 2022: $1,250,7822022Assets 2023: $1,279,705Liabilities 2023: $0Net Assets 2023: $1,279,7052023Assets 2024: $1,345,333Liabilities 2024: $0Net Assets 2024: $1,345,3332024

Highlighted filing

2024

Assets$1,345,333
Liabilities$0
Net Assets$1,345,333
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $107,1242011Expenses 2012: $222,9532012Revenue 2013: $155,144Expenses 2013: $183,178Net Income 2013: -$28,0342013Revenue 2014: $177,921Expenses 2014: $220,827Net Income 2014: -$42,9062014Revenue 2015: $166,160Expenses 2015: $257,373Net Income 2015: -$91,2132015Revenue 2019: $165,626Expenses 2019: $206,418Net Income 2019: -$40,7922019Revenue 2020: $158,098Expenses 2020: $168,586Net Income 2020: -$10,4882020Revenue 2021: $168,898Expenses 2021: $132,277Net Income 2021: $36,6212021Revenue 2022: $145,437Expenses 2022: $150,871Net Income 2022: -$5,4342022Revenue 2023: $163,182Expenses 2023: $135,259Net Income 2023: $27,9232023Revenue 2024: $208,579Expenses 2024: $142,951Net Income 2024: $65,6282024

Highlighted filing

2024

Revenue$208,579
Expenses$142,951
Net Income$65,628
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,345,333
Liabilities
$0
Net assets
$1,345,333
Revenue
$208,579
Expenses
$142,951
Net income
$65,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.21$0.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.16$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.15$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.16$0.17$0.01
2019Summary only. Only limited summary data is available for this year.$1.23$0.00$0.17$0.21$0.04
2015Summary only. Only limited summary data is available for this year.$1.42$0.00$0.17$0.26$0.09
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.18$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.16$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.22
2011Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE R CAPLANPresident/Secretary, Joined 05/1997-$0--
MARK M CAPLANVice Pres/Treasurer, Joined 05/1997-$0--
CATHERINE CAPLANDirector, Joined 05/1997-$0--
JONATHAN CAPLANDirector, Joined 05/1997-$0--
Filing and Contact Details

Filer

Filer Name
Caplan Family Foundation
EIN
52-2005222
Phone
4437967435
Address
11433 CRONRIDGE DR, OWINGS MILLS, MD 21117-2294

Signing Officer

Name
Mark M Caplan
Title
Treasurer
Phone
4437967435
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9801 WASHINGTONIAN BLVD STE 500, GAITHERSBURG, MD 20878
Preparer
Julia Flannery
Phone
4102469300
Raw XML AppendixShowing 400 of 903 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CONSTANCE R CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK M CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHERINE CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/SECRETARY, JOINED 05/1997
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES/TREASURER, JOINED 05/1997
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR, JOINED 05/1997
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