Is Caplan Fam Foundation Tr Agreement 102700 Legit?
Quick charity verification for Caplan Fam Foundation Tr Agreement 102700 (EIN: 137258430)
Verdict: Caplan Fam Foundation Tr Agreement 102700 appears trustworthy
85/100Mission Score
$598KRevenue
$479KAssets
1Red Flags
4Strengths
Red Flags
Significant year-over-year fluctuations in revenue and expenses, which could make long-term financial planning challenging without a clear understanding of the underlying causes.
Strengths
Consistent reporting of 0% officer compensation, indicating highly efficient use of funds for its mission.
Minimal liabilities ($0 or $1 across all filings), demonstrating strong financial health and no significant debt.
Long-term growth in assets, from $128,720 in 2011 to $829,446 in 2023, enhancing its capacity for future grantmaking.
Consistent IRS 990 filing history, indicating good transparency and compliance.
Spending Breakdown
How Caplan Fam Foundation Tr Agreement 102700 allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Caplan Fam Foundation Tr Agreement 102700
Is Caplan Fam Foundation Tr Agreement 102700 a legitimate charity?
Based on AI analysis of IRS 990 filings, Caplan Fam Foundation Tr Agreement 102700 (EIN: 137258430) appears trustworthy. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
Is Caplan Fam Foundation Tr Agreement 102700 a good charity to donate to?
Caplan Fam Foundation Tr Agreement 102700 has a Mission Score of 85/100. Revenue: $598K. Assets: $479K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Caplan Fam Foundation Tr Agreement 102700?
The Employer Identification Number (EIN) for Caplan Fam Foundation Tr Agreement 102700 is 137258430. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Caplan Fam Foundation Tr Agreement 102700 spend its money?
Caplan Fam Foundation Tr Agreement 102700 allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Caplan Fam Foundation Tr Agreement 102700's tax-exempt status?
You can verify Caplan Fam Foundation Tr Agreement 102700's tax-exempt status using EIN 137258430 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Caplan Fam Foundation Tr Agreement 102700 demonstrates a consistent operational pattern as a private foundation, primarily distributing grants. Its financial health appears stable, with assets fluctuating but generally growing over the long term, from $128,720 in 2011 to $829,446 in 2023. Revenue and expenses show variability year-to-year, which is common for foundations that may receive large contributions or make significant grant disbursements in certain periods. For instance, in 2022, expenses ($257,302) significantly outpaced revenue ($56,813), indicating a draw from reserves or prior year contributions, while in 2023, revenue ($178,286) comfortably exceeded expenses ($128,207).
Spending efficiency, for a private foundation, is largely measured by its grantmaking relative to its administrative overhead. Without detailed breakdowns of program vs. administrative expenses, it's challenging to give a precise efficiency rating. However, the consistent reporting of zero officer compensation across all filings suggests a lean operational structure, which is a positive indicator for efficiency. The foundation's liabilities have consistently been reported as minimal ($0 or $1), indicating strong financial management and no significant debt burden.
In terms of transparency, the foundation consistently files its IRS Form 990, providing public access to its financial data. The absence of officer compensation simplifies the analysis and suggests that resources are not being diverted to high executive salaries. The NTEE code T22 indicates it is a private grantmaking foundation, which aligns with its financial activities. Overall, the foundation appears to be a well-managed entity focused on its grantmaking purpose, with good financial stability and a transparent reporting history.