Julius H Caplan Charitable Foundation is a 501(c)(3) organization based in W Conshohocken, Pennsylvania, registered in 1945, with $402,399 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$402K
▼ 16.5% vs prior year
Expenses (FY2024)
$881K
Net assets
$6.8M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Julius H Caplan Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Julius H Caplan Charitable Foundation: 92 mo reserves · -119% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Julius H Caplan Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Julius H Caplan Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $560K (FY2015) to $402K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-118.8%
Spent more than it raised in the latest fiscal year.
Total assets
$6.8M
Total liabilities
$0
Net assets
$6.8M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $402,399▼16.5% | $880,587▼1.0% | $6,787,498▼6.5% | $6,787,498▼6.5% | 990PF |
| 2023 | $481,784▲144% | $889,140▼1.5% | $7,260,362▼5.3% | $7,260,362▼5.3% | 990PF |
| 2022 | $197,161▼75.6% | $903,053▲6.1% | $7,663,622▼8.5% | $7,663,622▼8.5% | 990PF |
| 2021 | $806,454▲32.9% | $851,529▲4.5% | $8,376,535▼0.5% | $8,376,535▼0.5% | 990PF |
| 2020 | $606,907▲4.6% | $815,148▲4.1% | $8,419,071▲4.5% | $8,419,071▲4.5% | 990PF |
| 2019 | $580,007▼6.6% | $782,945▲1.4% | $8,058,196▲3.0% | $8,058,196▲3.0% | 990PF |
| 2018 | $621,029▼28.0% | $772,257▲1.4% | $7,826,275▼1.9% | $7,826,275▼1.9% | 990PF |
| 2017 | $862,289▼46.1% | $761,474▲10.8% | $7,979,505▲1.2% | $7,979,505▲1.2% | 990PF |
| 2016 | $1,599,299▲185% | $687,212▼23.5% | $7,883,174▲9.0% | $7,883,174▲9.0% | 990PF |
| 2015 | $560,337 | $898,264 | $7,228,991 | $7,228,991 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Julius H Caplan Charitable Foundation (EIN 13-6067379) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.