Civic Intelligence

The Caplan Bensley Foundation

990PF • Fiscal year 2017 • EIN 65-6470349

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

800 Ocean DriveNorth Palm Beach, FL 33408-1715

(561) 775-8001

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-4042%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-32%

Faster asset growth than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1045%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$77,777

Down $36,720 (-32%) from 2016

Net Assets

Down

$77,777

Down $36,720 (-32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,088

Up $993 (+1045%) from 2016

Expenses

Up

$45,069

Up $11,269 (+33%) from 2016

Net Income

Down

-$43,981

Down $10,276 (-30%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $298,110Liabilities 2010: $0Net Assets 2010: $298,1102010Assets 2011: $282,764Liabilities 2011: $0Net Assets 2011: $282,7642011Assets 2012: $256,796Liabilities 2012: $12012Assets 2013: $220,891Liabilities 2013: $0Net Assets 2013: $220,8912013Assets 2014: $187,081Liabilities 2014: $0Net Assets 2014: $187,0812014Assets 2015: $157,242Liabilities 2015: $0Net Assets 2015: $157,2422015Assets 2016: $114,497Liabilities 2016: $0Net Assets 2016: $114,4972016Assets 2017: $77,777Liabilities 2017: $0Net Assets 2017: $77,7772017Assets 2018: $57,781Liabilities 2018: $0Net Assets 2018: $57,7812018Assets 2019: $41,150Liabilities 2019: $0Net Assets 2019: $41,1502019Assets 2020: $275,157Liabilities 2020: $0Net Assets 2020: $275,1572020Assets 2021: $254,376Liabilities 2021: $0Net Assets 2021: $254,3762021Assets 2022: $239,354Liabilities 2022: $0Net Assets 2022: $239,3542022Assets 2023: $225,485Liabilities 2023: $0Net Assets 2023: $225,4852023Assets 2024: $198,808Liabilities 2024: $0Net Assets 2024: $198,8082024

Highlighted filing

2017

Assets$77,777
Liabilities$0
Net Assets$77,777

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $14,0002010Expenses 2011: $25,0002011Revenue 2012: $1Expenses 2012: $49,532Net Income 2012: -$49,5312012Revenue 2013: $0Expenses 2013: $52,650Net Income 2013: -$52,6502013Revenue 2014: $0Expenses 2014: $41,850Net Income 2014: -$41,8502014Revenue 2015: $1Expenses 2015: $28,448Net Income 2015: -$28,4472015Revenue 2016: $95Expenses 2016: $33,800Net Income 2016: -$33,7052016Revenue 2017: $1,088Expenses 2017: $45,069Net Income 2017: -$43,9812017Revenue 2018: $1,183Expenses 2018: $25,010Net Income 2018: -$23,8272018Revenue 2019: $39Expenses 2019: $33,000Net Income 2019: -$32,9612019Revenue 2020: $250,032Expenses 2020: $23,000Net Income 2020: $227,0322020Revenue 2021: $4Expenses 2021: $16,000Net Income 2021: -$15,9962021Revenue 2022: $5Expenses 2022: $15,000Net Income 2022: -$14,9952022Revenue 2023: $53Expenses 2023: $17,250Net Income 2023: -$17,1972023Revenue 2024: $171Expenses 2024: $26,848Net Income 2024: -$26,6772024

Highlighted filing

2017

Revenue$1,088
Expenses$45,069
Net Income-$43,981
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CAPLANSecretary-$0--
RONNIE HONIGSBAUMChairperson-$0--
MARIA CAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Caplan-bensley Foundation
EIN
65-6470349
Phone
5617758001
Address
800 OCEAN DRIVE, NORTH PALM BEACH, FL 33408-1715

Signing Officer

Name
David R Caplan
Title
Secretary
Phone
5617758001
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Roger H Locks CPA
Address
120 UNION AVE, Saratoga Springs, NY 12866-4333
Preparer
Roger H Locks
Phone
5185876070
Raw XML Appendix325 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05617758000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0CAPLANBENSLEY FOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FOOD BANK OF THE HUDSON VALLEY - DONATIONS FOR THE PURCHASEOF FOOD FOR PEOPLE AND PETS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CUB'S PLACE - DONATION FOR THE PURCHASE OF FOOD FORANIMALS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0COUNTRY KIDS 4H FOOD PANTRY, INC - DONATION FOR THE PURCHASEOF FOOD FOR CHILDREN.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0RECORD'S PEOPLE TO PEOPLE FUND - DONATION TO THE ORGANIZATIONFOR PROVIDINF FOOD TO THOSE IN NEED.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID R CAPLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt438051
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IN THEIRTO BE USEDGENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1IN THEIRTO BE USEDGENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2IN THEIRTO BE USEDGENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3IN THEIRTO BE USEDGENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4IN THEIRTO BE USEDGENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COUNTRY KIDS 4H FOOD PANTRY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HIDDEN HOLLOW FARM RIDING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CUB'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RECORDS PEOPLE TO PEOPLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOOD BANK OF THE HUDSON VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034 GOSHEN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 HIDDEN HOLLOW TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ONE CORWIN COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt327-31 RIDGE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4195 HUDSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RED HOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEWBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIDDLETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CORNWALL ON THE HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010992
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412520
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045051
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07261
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05617758001
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CAPLAN-BENSLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAPL
ReturnHeader/Filer/EIN0656470349
ReturnHeader/Filer/PhoneNum05617758001
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 OCEAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334081715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA5C7697885C3CEC1B79A89502AEE3584ABAB75A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA5C7697885C3CEC1B79A89502AEE3584ABAB75A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.194.249.128
ReturnHeader/FilingSecurityInformation/IPDt02018-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:10:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGER H LOCKS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 UNION AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128664333
ReturnHeader/PreparerPersonGrp/PhoneNum05185876070
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER H LOCKS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-16T11:10:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.00$0.27$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.00$0.17$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.00$0.15$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.00$0.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$2.50$0.23$2.27
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.00$0.33$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.25$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.45$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.00$0.34$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.00$0.28$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$0.42$0.42
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.00$0.53$0.53
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.00$0.50$0.50
2011Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.25
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.14