Civic Intelligence

The Stephen R Caplan Foundation

990PF • Fiscal year 2025 • EIN 54-1298749

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 13, 2026

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

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Net Margin

2nd percentile

-132%

Higher net margin than 2% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

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.

2025 filings • $500k-$1M nonprofits • Source year 2025

Asset Growth

21st percentile

-5.3%

Faster asset growth than 21% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$527,078

Down $29,319 (-5.3%) from 2024

Net Assets

Down

$527,078

Down $29,319 (-5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$22,250

Down $129,998 (-85%) from 2024

Expenses

Up

$51,569

Up $43,438 (+534%) from 2024

Net Income

Down

-$29,319

Down $173,436 (-120%) from 2024

Historical Trend

Balance Sheet Trend

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

2025

Assets$527,078
Liabilities$0
Net Assets$527,078

Operations Trend

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

2025

Revenue$22,250
Expenses$51,569
Net Income-$29,319
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.0
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEVMS FOUNDATIONTO PROMOTE MEDICAL RESEARCH-NORFOLK, VA, US$10,000
Paid GrantJUDEO-CHRISTIAN OUTREACH CTRCOMMUNITY SERVICE-VIRGINIA BEACH, VA, US$10,000
Paid GrantHOSPICE HOUSE OF HAMPTON ROADSCOMMUNITY SERVICE-VIRGINIA BEACH, VA, US$5,000
Paid GrantFOOD BANK OF SE VIRGINIATO HELP THE HUNGRY-NORFOLK, VA, US$5,000
Paid GrantUNITED WAY OF S HAMPTON ROADSCOMMUNITY SERVICE-NORFOLK, VA, US$5,000
Paid GrantJEWISH CULTURAL HIGH SCHOOLTO HELP JEWISH COMMUNITY-MIAMI, FL, US$5,000
Paid GrantJEWISH MUSEUM & CULTURAL CENTERTO PRESERVE JEWISH HISTORY-PORTSMOUTH, VA, US$3,500
Paid GrantEVMSMEDICAL RESEARCH-NORFOLK, VA, US$2,500
Paid GrantTUNNEL TO TOWERS FOUNDATIONTO SUPPORT FAMILIES OF HEROS-STATEN ISLAND, NY, US$1,000
Paid GrantBETH EL THE BEACHES SYNAGOGUEIN MEMORY OF DAVID COHEN-PONTE VEDRA BEACH, FL, US$100
Paid GrantVA BCH RESCUE SQUAD FOUNDATIONMEDICAL ASSISTANCE-VIRGINIA BEACH, VA, US$100
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
2026-01-13

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 Appendix312 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/GrantOrContributionPurposeTxt0IN MEMORY OF DAVID COHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PRESERVE JEWISH HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT FAMILIES OF HEROS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO HELP THE HUNGRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO PROMOTE MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO HELP JEWISH COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10COMMUNITY SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EVMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VA BCH RESCUE SQUAD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH MUSEUM & CULTURAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TUNNEL TO TOWERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FOOD BANK OF SE VIRGINIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UNITED WAY OF S HAMPTON ROADS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8EVMS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9JEWISH CULTURAL HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10JUDEO-CHRISTIAN OUTREACH CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0288 ROSCOE BLVD N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 6083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3740 VIRGINIA BEACH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 7962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6800 TIDEWATER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72515 WALMER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8P O BOX 1980
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt911990 BISCAYNE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101053 VIRGINIA BEACH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 318
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PONTE VEDRA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTSMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd623504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd723513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd823501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd933181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1023451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047200
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/AppliedToCurrentYearAmt018320
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028880
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035010
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt010516
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt010516
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047200
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt010516
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028880
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOREIGN STOCK FEES
TaxesSchedule/TaxesDetail/Amt03464
TaxesSchedule/TaxesDetail/Amt160
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/SignatureDt02026-01-13
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/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY W CHEATHAM
ReturnHeader/ReturnTs02026-01-28T12:39:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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