Civic Intelligence

Caplin Foundation

990PF • Fiscal year 2024 • EIN 52-6078981

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-8.5%

Higher net margin than 26% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.6%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

95th percentile

301%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Down

$2,136,423

Down $35,648 (-1.6%) from 2023

Net Assets

Down

$2,136,423

Down $35,648 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$429,516

Up $322,437 (+301%) from 2023

Expenses

Down

$466,164

Down $2,379,701 (-84%) from 2023

Net Income

Up

-$36,648

Up $2,702,138 (+99%) from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,591,493Liabilities 2011: $02011Assets 2012: $1,115,281Liabilities 2012: $02012Assets 2013: $992,579Liabilities 2013: $02013Assets 2014: $1,329,841Liabilities 2014: $02014Assets 2015: $1,273,758Liabilities 2015: $02015Assets 2018: $1,696,396Liabilities 2018: $0Net Assets 2018: $1,696,3962018Assets 2019: $4,313,658Liabilities 2019: $0Net Assets 2019: $4,313,6582019Assets 2020: $3,873,879Liabilities 2020: $0Net Assets 2020: $3,875,5732020Assets 2021: $3,697,925Liabilities 2021: $0Net Assets 2021: $3,697,9252021Assets 2022: $4,906,557Liabilities 2022: $0Net Assets 2022: $4,906,5572022Assets 2023: $2,172,071Liabilities 2023: $0Net Assets 2023: $2,172,0712023Assets 2024: $2,136,423Liabilities 2024: $0Net Assets 2024: $2,136,4232024

Highlighted filing

2024

Assets$2,136,423
Liabilities$0
Net Assets$2,136,423

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $438,288Expenses 2011: $267,743Net Income 2011: $170,5452011Revenue 2012: -$233,576Expenses 2012: $251,097Net Income 2012: -$484,6732012Revenue 2013: $40,633Expenses 2013: $163,335Net Income 2013: -$122,7022013Revenue 2014: $495,132Expenses 2014: $157,870Net Income 2014: $337,2622014Revenue 2015: $92,081Expenses 2015: $148,164Net Income 2015: -$56,0832015Revenue 2018: $443,251Expenses 2018: $295,368Net Income 2018: $147,8832018Revenue 2019: $2,899,248Expenses 2019: $281,986Net Income 2019: $2,617,2622019Revenue 2020: $39,921Expenses 2020: $481,700Net Income 2020: -$441,7792020Revenue 2021: $408,292Expenses 2021: $584,646Net Income 2021: -$176,3542021Revenue 2022: $1,994,697Expenses 2022: $786,315Net Income 2022: $1,208,3822022Revenue 2023: $107,079Expenses 2023: $2,845,865Net Income 2023: -$2,738,7862023Revenue 2024: $429,516Expenses 2024: $466,164Net Income 2024: -$36,6482024

Highlighted filing

2024

Revenue$429,516
Expenses$466,164
Net Income-$36,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine CaplinDirector-$0--
Jeremy CaplinDir, Pres-$0--
Michael CaplinDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Caplin Foundation
EIN
52-6078981
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jeremy Caplin
Title
president
Phone
8008391754
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PIMCO UNCONSTRAINED BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PT BANK RAKYAT ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PUBLICIS GROUPE S.A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65R2000 STARS ISS TD - 8.35% DUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RELX PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67RENTOKIL INITIAL PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68RITCHIE BROS AUCTIONEERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ROYAL DUTCH SHELL CL A (OLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SCHNEIDER ELEC UNSP/ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SONY GROUP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76STARBUCKS CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TECHTRONIC INDS SPD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TEVA PHARMACEUTICAL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TOKYO ELECTRON LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TRIP COM GROUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88TTVSY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITED OVRSEAS BK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VERALTO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92WAL-MART DE MEX V SP/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WOLTERS KLUWER S/ADR
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0206416
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0206306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0100000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt069005
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0256725
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0211120
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt013154
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0358117
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0254038
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0403050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0403050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt071399
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069005
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069005
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36648
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01459387
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt019233
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt019233
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0256725
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0323800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt038706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt039834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt013154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015981
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015981
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01367
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0441756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0466164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0342276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0429516
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt038706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018476
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt063114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01205349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0254038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0254038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01459387
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0254038
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36648
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02136423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02172071
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02136423
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0416454
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0415454
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IRS990PF/DistributableAmountGrp/IncomeTaxAmt02243
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IRS990PF/DistributableAmountGrp/TotalTaxAmt06744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0234
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0234
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04736
IRS990PF/FMVAssetsEOYAmt07998255
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02172071
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02136423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt063626
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02172071
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02136423
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02172071
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02136423
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0206416
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0422198
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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