Civic Intelligence

Franklin Square House Foundation Inc

EIN 04-2103780 • 501(c)3 • Belmont, MA

PO Box 78037Belmont, MA 02478
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

83rd percentile

41%

Higher net margin than 83% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$154,500

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2017

Asset Growth

54th percentile

5.2%

Faster asset growth than 54% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

4.4%

Faster revenue growth than 42% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$23,751,306

Down $670,839 (-2.7%) from 2023

Liabilities

Up

$43,801

Up $17,737 (+68%) from 2023

Net Assets

Down

$23,707,505

Down $688,576 (-2.8%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Down

$908,123

Down $1,866,077 (-67%) from 2023

Expenses

Down

$1,591,378

Down $33,699 (-2.1%) from 2023

Net Income

Down

-$683,255

Down $1,832,378 (-159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $22,350,173Liabilities 2010: $30,605Net Assets 2010: $22,319,5682010Assets 2011: $19,938,844Liabilities 2011: $29,643Net Assets 2011: $19,909,2012011Assets 2012: $19,235,280Liabilities 2012: $15,275Net Assets 2012: $19,220,0052012Assets 2013: $19,668,872Liabilities 2013: $18,182Net Assets 2013: $19,650,6902013Assets 2014: $20,038,235Liabilities 2014: $12,000Net Assets 2014: $20,026,2352014Assets 2015: $20,534,366Liabilities 2015: $15,400Net Assets 2015: $20,518,9662015Assets 2016: $20,466,901Liabilities 2016: $14,242Net Assets 2016: $20,452,6592016Assets 2017: $21,901,963Liabilities 2017: $49,557Net Assets 2017: $21,852,4062017Assets 2018: $21,916,159Liabilities 2018: $52,123Net Assets 2018: $21,864,0362018Assets 2019: $21,714,188Liabilities 2019: $135,461Net Assets 2019: $21,578,7272019Assets 2020: $22,045,897Liabilities 2020: $148,208Net Assets 2020: $21,897,6892020Assets 2021: $22,327,656Liabilities 2021: $120,484Net Assets 2021: $22,207,1722021Assets 2022: $23,216,731Liabilities 2022: $31,012Net Assets 2022: $23,185,7192022Assets 2023: $24,422,145Liabilities 2023: $26,064Net Assets 2023: $24,396,0812023Assets 2024: $23,751,306Liabilities 2024: $43,801Net Assets 2024: $23,707,5052024

Highlighted filing

2024

Assets$23,751,306
Liabilities$43,801
Net Assets$23,707,505
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,308,3852010Expenses 2011: $1,463,1472011Expenses 2012: $1,876,5412012Revenue 2013: $1,475,171Expenses 2013: $1,110,606Net Income 2013: $364,5652013Revenue 2014: $1,508,563Expenses 2014: $1,295,918Net Income 2014: $212,6452014Revenue 2015: $1,901,996Expenses 2015: $1,331,201Net Income 2015: $570,7952015Revenue 2016: $1,184,043Expenses 2016: $1,250,350Net Income 2016: -$66,3072016Revenue 2017: $2,891,597Expenses 2017: $1,404,495Net Income 2017: $1,487,1022017Revenue 2018: $1,339,255Expenses 2018: $1,328,346Net Income 2018: $10,9092018Revenue 2019: $1,559,378Expenses 2019: $1,777,279Net Income 2019: -$217,9012019Revenue 2020: $1,872,921Expenses 2020: $1,532,707Net Income 2020: $340,2142020Revenue 2021: $1,751,397Expenses 2021: $1,388,321Net Income 2021: $363,0762021Revenue 2022: $2,658,065Expenses 2022: $1,724,477Net Income 2022: $933,5882022Revenue 2023: $2,774,200Expenses 2023: $1,625,077Net Income 2023: $1,149,1232023Revenue 2024: $908,123Expenses 2024: $1,591,378Net Income 2024: -$683,2552024

Highlighted filing

2024

Revenue$908,123
Expenses$1,591,378
Net Income-$683,255
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,751,306
Liabilities
$43,801
Net assets
$23,707,505
Revenue
$908,123
Expenses
$1,591,378
Net income
-$683,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.04$23.7$0.91$1.59$0.68
2023Detailed filing. Detailed filing data is available for this year.$24.4$0.03$24.4$2.77$1.63$1.15
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$2.66$1.72$0.93
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.12$22.2$1.75$1.39$0.36
2020Detailed filing. Detailed filing data is available for this year.$22.0$0.15$21.9$1.87$1.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.14$21.6$1.56$1.78$0.22
2018Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$1.34$1.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.05$21.9$2.89$1.40$1.49
2016Detailed filing. Detailed filing data is available for this year.$20.5$0.01$20.5$1.18$1.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$20.5$0.02$20.5$1.90$1.33$0.57
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.01$20.0$1.51$1.30$0.21
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.02$19.7$1.48$1.11$0.36
2012Detailed filing. Detailed filing data is available for this year.$19.2$0.02$19.2$1.88
2011Detailed filing. Detailed filing data is available for this year.$19.9$0.03$19.9$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.03$22.3$1.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E GOLDSTEINExecutive DirectorFT$220,833-$220,833
ELLEN CHRISTIEBoard Member-$0--
RUTH ELLEN FITCHBoard Member-$0--
DEB CHAUSSEBoard Member-$0--
BARRY MILLSPresident-$0--
JANET FRAZIERBoard Member-$0--
HEMMIE CHANGBoard Member-$0--
MARILYN CRONEBoard Member-$0--
CELINA E MIRANDABoard Member-$0--
LYNNE SHERIDANBoard Member-$0--
AUDREY K WANGBoard Member-$0--
LYNDIA DOWNIEBoard Member-$0--
IVY WASHINGTONVice President-$0--
CHIP FLOWERSTreasurer-$0--
MARK RICKABAUGHBoard Member-$0--
MAYRA NEGRON-ROCHEBoard Member-$0--
ESTHER SCHLORHOLTZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square House Foundation Inc
EIN
04-2103780
Phone
6173123400
Address
PO BOX 78037, BELMONT, MA 02478

Signing Officer

Name
Robert E Goldstein
Title
Executive Director
Phone
6173123400
Signed
2025-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD SUITE 302, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4311900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44133864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4567258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46120208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4783589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4894296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49127173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5018442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5120093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52172497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5389971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5416085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55110428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5618235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57168694
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5915304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6016180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6121496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6217936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63103420
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01443708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12065911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2955535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3726054
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TRINITY STREET INTERNATIONAL PARTNERS SERIES - BBH WS (VALUED AS OF 2/29/202
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BOWIE GLOBAL EQUITY SERIES - BBH WS (VALUED AS OF 02/28/2025)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01749782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12374092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2944172
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3777103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41069999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0590669
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0146073
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0908123
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0908123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt038309
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0171370
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0220833
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0220833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01109138
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01109138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0590669
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0590669
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt06750
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0146073
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0104234
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0908123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0350519
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0104234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0482240
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011440
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02511735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11097301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt065274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1106096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt065274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1106096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02577009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11203397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF MAKAIRA INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0171370
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-683255

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