Caplan Fam Foundation Tr Agreement 102700
Caplan Fam Foundation maintains stable assets and zero officer compensation while managing fluctuating revenues and expenses.
EIN: 137258430 · Greenwich, CT · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $598K |
| Total Expenses | $128K |
| Program Spending | 90% |
| Net Assets | $829K |
| Transparency Score | 85/100 |
Is Caplan Fam Foundation Tr Agreement 102700 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Caplan Fam Foundation Tr Agreement 102700 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Caplan Fam Foundation Tr Agreement 102700
Caplan Fam Foundation Tr Agreement 102700 (EIN: 137258430) is a nonprofit organization based in Greenwich, CT, classified under NTEE code T22. The organization reported total revenue of $598K and total assets of $479K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Caplan Fam Foundation Tr Agreement 102700's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Caplan Fam Foundation Tr Agreement 102700 is a small nonprofit that has been operating for 25 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $178K |
| Total Expenses | $128K |
| Surplus / Deficit | +$50K |
| Total Assets | $829K |
| Total Liabilities | $1 |
| Net Assets | $829K |
| Operating Margin | 28.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 77.6 months |
Financial Health Grade: A
In 2023, Caplan Fam Foundation Tr Agreement 102700 reported a surplus of $50K with revenue exceeding expenses, holds 77.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Caplan Fam Foundation Tr Agreement 102700's revenue has declined at a compound annual growth rate (CAGR) of -2.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +213.8% | -50.2% | +6.6% |
| 2022 | -81.5% | +3.1% | -20.7% |
| 2021 | +5.9% | +62.4% | +27.9% |
| 2020 | +37.9% | -40.9% | -1.7% |
| 2019 | -29.8% | +114.0% | +181.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2001 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Caplan Fam Foundation Tr Agreement 102700 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Caplan Fam Foundation Tr Agreement 102700 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $50K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for an organization of its size and type.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Caplan Fam Foundation Tr Agreement 102700's IRS 990 filings:
- 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
The following positive indicators were identified for Caplan Fam Foundation Tr Agreement 102700:
- 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.
Frequently Asked Questions about Caplan Fam Foundation Tr Agreement 102700
Is Caplan Fam Foundation Tr Agreement 102700 a legitimate charity?
Caplan Fam Foundation Tr Agreement 102700 (EIN: 137258430) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $598K. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Caplan Fam Foundation Tr Agreement 102700 spend its money?
Caplan Fam Foundation Tr Agreement 102700 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Caplan Fam Foundation Tr Agreement 102700 tax-deductible?
Caplan Fam Foundation Tr Agreement 102700 is registered as a tax-exempt nonprofit (EIN: 137258430). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Caplan Fam Foundation Tr Agreement 102700 compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Caplan Fam Foundation Tr Agreement 102700 is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Caplan Fam Foundation Tr Agreement 102700 located?
Caplan Fam Foundation Tr Agreement 102700 is headquartered in Greenwich, Connecticut and files with the IRS under EIN 137258430. It is classified under NTEE code T22.
How many years of IRS 990 filings does Caplan Fam Foundation Tr Agreement 102700 have?
Caplan Fam Foundation Tr Agreement 102700 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $598K in total revenue.
Is Caplan Fam Foundation Tr Agreement 102700 a good charity?
Based on the available IRS 990 data, the Caplan Fam Foundation appears to be a well-managed private foundation. It consistently reports zero officer compensation, maintains minimal liabilities, and has a history of asset growth, suggesting good financial stewardship. Its primary function is grantmaking, and the lack of high administrative costs is a positive sign.
How does the foundation manage its expenses relative to its revenue?
The foundation's expenses have fluctuated relative to its revenue. For example, in 2022, expenses ($257,302) significantly exceeded revenue ($56,813), while in 2023, revenue ($178,286) was greater than expenses ($128,207). This pattern is typical for private foundations that may draw from endowments or prior year contributions to meet grant commitments.
What is the trend in the foundation's assets?
The foundation's assets have shown a general upward trend over the long term, from $128,720 in 2011 to $829,446 in 2023, despite some year-to-year fluctuations (e.g., a decrease from $982,196 in 2021 to $778,392 in 2022). This indicates a healthy accumulation of resources for its philanthropic activities.
Filing History
IRS 990 filing history for Caplan Fam Foundation Tr Agreement 102700 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Caplan Fam Foundation Tr Agreement 102700's revenue has declined by 28.9%, moving from $251K to $178K. Total assets increased by 544.4% over the same period, from $129K to $829K. Total functional expenses fell by 3.7%, from $133K to $128K. In its most recent filing year (2023), Caplan Fam Foundation Tr Agreement 102700 reported a surplus of $50K, with revenue exceeding expenses. The organization holds $1 in liabilities against $829K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $829K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $178K | $128K | $829K | $1 | — | — |
| 2022 | $57K | $257K | $778K | $1 | — | View 990 |
| 2021 | $307K | $250K | $982K | $1 | — | View 990 |
| 2020 | $290K | $154K | $768K | $1 | — | View 990 |
| 2019 | $211K | $260K | $781K | $1 | — | — |
| 2015 | $300K | $122K | $277K | $1 | — | View 990 |
| 2014 | $120K | $123K | $99K | $1 | — | View 990 |
| 2013 | $94K | $77K | $102K | $1 | — | View 990 |
| 2012 | $100K | $145K | $84K | $0 | — | View 990 |
| 2011 | $251K | $133K | $129K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $178K, expenses of $128K, and assets of $829K (revenue +213.8% year-over-year).
- 2022: Revenue of $57K, expenses of $257K, and assets of $778K (revenue -81.5% year-over-year).
- 2021: Revenue of $307K, expenses of $250K, and assets of $982K (revenue +5.9% year-over-year).
- 2020: Revenue of $290K, expenses of $154K, and assets of $768K (revenue +37.9% year-over-year).
- 2019: Revenue of $211K, expenses of $260K, and assets of $781K (revenue -29.8% year-over-year).
- 2015: Revenue of $300K, expenses of $122K, and assets of $277K (revenue +150.0% year-over-year).
- 2014: Revenue of $120K, expenses of $123K, and assets of $99K (revenue +27.5% year-over-year).
- 2013: Revenue of $94K, expenses of $77K, and assets of $102K (revenue -6.2% year-over-year).
- 2012: Revenue of $100K, expenses of $145K, and assets of $84K (revenue -60.0% year-over-year).
- 2011: Revenue of $251K, expenses of $133K, and assets of $129K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Caplan Fam Foundation Tr Agreement 102700:
Data Sources and Methodology
This transparency report for Caplan Fam Foundation Tr Agreement 102700 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.