Civic Intelligence

The Stephen R Caplan Foundation

990PF • Fiscal year 2024 • EIN 54-1298749

Oct 01, 2023 to Sep 30, 2024 • Filed on Sep 18, 2025

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

87th percentile

35%

Faster asset growth than 87% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

70%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$556,397

Up $144,117 (+35%) from 2023

Net Assets

Up

$556,397

Up $144,117 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin98th percentile

Revenue

Up

$152,248

Up $62,876 (+70%) from 2023

Expenses

Up

$8,131

Up $5,119 (+170%) from 2023

Net Income

Up

$144,117

Up $57,757 (+67%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2024

Assets$556,397
Liabilities$0
Net Assets$556,397
Open 2024 Filing

Operations Trend

Revenue Growth84th 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

2024

Revenue$152,248
Expenses$8,131
Net Income$144,117
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Sep 18, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th 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
2025-09-18

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 Appendix270 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/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07800
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/AppliedToYear1Amt07800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028880
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07800
IRS990PF/UndistributedIncomeGrp/Taxable2Amt010516
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028880
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018316
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOREIGN STOCK FEES
TaxesSchedule/TaxesDetail/Amt0285
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRATION FEE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07576231062
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W CHEATHAM
ReturnHeader/ReturnTs02025-09-18T10:44:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$556,397
Liabilities
$0
Net assets
$556,397
Revenue
$152,248
Expenses
$8,131
Net income
$144,117
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
2024Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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