Civic Intelligence

The Stephen R Caplan Foundation

990PF • Fiscal year 2020 • EIN 54-1298749

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 11, 2020

Organization Profile
4004 Atlantic Ave 901Virginia Beach, VA 23451

(757) 623-1062

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-50%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$195,654

Up $22,809 (+13%) from 2019

Net Assets

$195,654

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Down

$34,697

Down $34,353 (-50%) from 2019

Expenses

Down

$11,888

Down $7,414 (-38%) from 2019

Net Income

Down

$22,809

Down $26,939 (-54%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2012: $23,068Liabilities 2012: $02012Assets 2013: $23,291Liabilities 2013: $02013Assets 2014: $19,058Liabilities 2014: $02014Assets 2015: $19,890Liabilities 2015: $02015Assets 2019: $172,845Liabilities 2019: $02019Assets 2020: $195,654Liabilities 2020: $0Net Assets 2020: $195,6542020Assets 2021: $185,455Liabilities 2021: $0Net Assets 2021: $185,4552021Assets 2022: $325,920Liabilities 2022: $0Net Assets 2022: $325,9202022Assets 2023: $412,280Liabilities 2023: $0Net Assets 2023: $412,2802023Assets 2024: $556,397Liabilities 2024: $0Net Assets 2024: $556,3972024Assets 2025: $527,078Liabilities 2025: $0Net Assets 2025: $527,0782025

Highlighted filing

2020

Assets$195,654
Liabilities$0
Net Assets$195,654
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $1,396Expenses 2012: $11,070Net Income 2012: -$9,6742012Revenue 2013: $1,346Expenses 2013: $1,123Net Income 2013: $2232013Revenue 2014: $1,677Expenses 2014: $5,910Net Income 2014: -$4,2332014Revenue 2015: $1,437Expenses 2015: $605Net Income 2015: $8322015Revenue 2019: $69,050Expenses 2019: $19,302Net Income 2019: $49,7482019Revenue 2020: $34,697Expenses 2020: $11,888Net Income 2020: $22,8092020Revenue 2021: $4,436Expenses 2021: $14,635Net Income 2021: -$10,1992021Revenue 2022: $142,373Expenses 2022: $1,908Net Income 2022: $140,4652022Revenue 2023: $89,372Expenses 2023: $3,012Net Income 2023: $86,3602023Revenue 2024: $152,248Expenses 2024: $8,131Net Income 2024: $144,1172024Revenue 2025: $22,250Expenses 2025: $51,569Net Income 2025: -$29,3192025

Highlighted filing

2020

Revenue$34,697
Expenses$11,888
Net Income$22,809
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R CAPLANPresident-$0--
EMILY C NIEDVice Preside-$0--
RENEE S CAPLANSecretary-$0--
JAMES M CAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Stephen R Caplan Foundation
EIN
54-1298749
Phone
7576231062
Address
4004 ATLANTIC AVE 901, VIRGINIA BEACH, VA 23451

Signing Officer

Name
Stephen R Caplan
Title
President
Phone
7576231062
Signed
2020-12-11

Preparer

Firm
Sherman Spero Safarino & Co Cpas Pc
Address
760 LYNNHAVEN PKWY STE 108, VIRGINIA BEACH, VA 23452-7332
Preparer
Barry W Cheatham
Phone
7574682279
Raw XML Appendix296 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/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410163
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011530
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011530
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02998
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011530
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018440
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019642
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/Amt1292
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRATION FEE
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07576231062
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHEN R CAPLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0541298749
ReturnHeader/Filer/PhoneNum07576231062
ReturnHeader/Filer/USAddress/AddressLine1Txt04004 ATLANTIC AVE 901
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023451
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD240C6FE28E47E79808A5515AAABB6F8C0F7A4E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028D02E0329560CE351A13F56BED10A915B549D7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.149.199
ReturnHeader/FilingSecurityInformation/IPDt02020-12-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:59:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472401657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERMAN SPERO SAFARINO & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 LYNNHAVEN PKWY STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0234527332
ReturnHeader/PreparerPersonGrp/PhoneNum07574682279
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W CHEATHAM
ReturnHeader/ReturnTs02020-12-15T10:59:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$195,654
Liabilities
$0
Net assets
$195,654
Revenue
$34,697
Expenses
$11,888
Net income
$22,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.22$0.52$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$1.52$0.08$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.89$0.03$0.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$1.42$0.02$1.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.04$0.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.35$0.12$0.23
2019Summary only. Only limited summary data is available for this year.$1.73$0.00$0.69$0.19$0.50
2015Summary only. Only limited summary data is available for this year.$0.20$0.00$0.01$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.19$0.00$0.02$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.11$0.10