Caplan Family Foundation Inc.

990PF • Fiscal year 2012 • EIN 52-2005222

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 24, 2013

Organization Profile

11433 Cronridge Drive21117

Siviq Scores

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

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

-11%

Faster asset growth than 11% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$1,584,686

Down $193,857 (-11%) from 2011

Net Assets

Down

$1,584,686

Down $193,857 (-11%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$222,953

Up $115,829 (+108%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

Highlighted filing

2012

Assets$1,584,686

Liabilities$0

Net Assets$1,584,686

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$222,953

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Jul 24, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay68th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CONSTANCE R CAPLAN	President/Secretary	-	$0	-	-
MARK M CAPLAN	Vice Pres/ Treasurer	-	$0	-	-
CATHERINE CAPLAN	Director	-	$0	-	-
JONATHAN CAPLAN	Director	-	$0	-	-
EUGENE SCHREIBER	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SEE ATTACHED STATEMENT	UNRESTRICTED	PUBLIC	BALTIMORE, MD, US	$131,322
Paid Grant	ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC	UNRESTRICTED	PUBLIC	BALTIMORE, MD, US	$64,500

Filing and Contact Details

Filer

EIN: 52-2005222

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	CATHERINE CAPLAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	JONATHAN CAPLAN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	VICE PRES/ TREASURER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	4	DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	OWINGS MILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	4	BALTIMORE
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.034265
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.062959
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.195992
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	2186510
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	2116043
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	2276271
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	2126863
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	2383354
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	2483602
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	987
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	203366
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	95946
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	112722
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	72878
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	150054
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	486765
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.388078
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	202379
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	203366
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	987
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	203366
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	JUSTINE FIELDS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	4437967373
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	11433 CRONRIDGE DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	OWINGS MILLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	21117
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MD
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED)
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	WRITTEN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	JUSTINE FIELDS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	4437967373
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	11433 CRONRIDGE DRIVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	OWINGS MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	MD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	21117
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	131322
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	64500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	101 WEST MOUNT ROYAL AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	21202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	21201
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	195822
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	108339
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	108339
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	812
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	32449
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	392195
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	392195
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	128288
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	95027
IRS990PF/UndistributedIncome/ExcessFromYear2	0	812
IRS990PF/UndistributedIncome/ExcessFromYear4	0	32449
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	203366
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	95027
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	520483
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	425456
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
LegalFeesSchedule/LegalFees/Amount	0	8084
LegalFeesSchedule/LegalFees/Category	0	LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	0
LegalFeesSchedule/LegalFees/NetInvestmentIncome	0	8084
OtherAssetsSchedule/OtherAssets/BOYBookValue	0	13019

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: $1,584,686
Liabilities: $0
Net assets: $1,584,686
Revenue: -
Expenses: $222,953
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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