THE THERESA AND FRANK CAPLAN FOUNDATION INC

EIN: 465370094 501(c)(3) Education

LANCASTER, PA

Total Revenue
$521,772
Total Expenses
$484,135
Total Assets
$9,662,397
Net Assets
$9,500,397
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
PA
Principal Officer
RICHARD L CAPLAN
Phone
7172917201
Tax Period
2018-01-01 to 2018-12-31

THE THERESA AND FRANK CAPLAN FOUNDATION INC, founded in 2014, is a small nonprofit in the Education sector that reported $522K in total revenue in fiscal year 2018. Expenses of $484K left a modest 7% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE GRANTS FOR INNOVATIVE AND CREATIVE PROJECTS AND RESEARCH THAT WILL SIGNIFICANTLY IMPROVE AND ENHANCE THE DEVELOPMENT, HEALTH, SAFETY, EDUCATION OR QUALITY OF LIFE OF CHILDREN FROM INFANCY THROUGH SEVEN YEARS OF AGE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $1,777
Program Service Revenue $0
Investment Income $519,995
Other Revenue $0
TOTAL REVENUE $521,772

Expense Breakdown

Grants Paid $315,643
Salaries & Benefits $53,825
Fundraising Expenses $0
Program Expenses $473,731
Other Expenses $114,667
TOTAL EXPENSES $484,135

Year-over-Year Comparison

2018 2017 Change
Revenue $521,772 $501,265 +0.0%
Expenses $484,135 $819,566 -0.4%
Net Income $37,637 $-318,301 -1.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
N/A
Employees
2
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$50,000
Total Directors
2
$50,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD L CAPLAN DIRECTOR AND TREASURER 5.00
Officer Director
$25,000 $0 $25,000
JUDITH INGLESE DIRECTOR AND PRESIDENT 5.00
Officer Director
$25,000 $0 $25,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $521,772 $484,135 $9,662,397 $37,637
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