Civic Intelligence

Franklin Historical Society

990 • Fiscal year 2016 • EIN 23-7125820

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 14, 2016

Organization ProfileWWW.FRANKLIN-HISTORY.ORG
PO Box 250007Franklin, MI 48025

(248) 538-0273

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$266,493

No earlier filing loaded for comparison.

Net Assets

$266,493

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$244,820

No earlier filing loaded for comparison.

Expenses

$15,871

No earlier filing loaded for comparison.

Net Income

$228,949

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2016: $266,493Liabilities 2016: $0Net Assets 2016: $266,4932016

Highlighted filing

2016

Assets$266,493
Liabilities$0
Net Assets$266,493
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2016: $244,820Expenses 2016: $15,871Net Income 2016: $228,9492016

Highlighted filing

2016

Revenue$244,820
Expenses$15,871
Net Income$228,949
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 14, 2016
Return Version
2015v2.1
Gross Receipts
$244,820
Mission and Program Overview

Mission

Enhance the understanding of franklin michigan's history by operating a museum, collective archives and conducting community history programs

Preserve the history of the village of franklin michigan

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,544$266,493▲ $228,949
Investments in Publicly Traded Securities-$229,079-
Cash and Non-Interest-Bearing Accounts$37,544$37,414▼ $130
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,544$266,493▲ $228,949
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,544$266,493▲ $228,949
Total Liabilities and Net Assets / Fund Balance$37,544$266,493▲ $228,949
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Ann LamottPresident
Jeff KopelmanVice President
Gail BekeTrustee
Jay GardnerTrustee
Mike FlevarisTrustee
Nena DowningTrustee
Suzanne McclowSecretary
William LamottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,811
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$0
All Other Contributions
$235,348
Change in Net Assets
$228,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$4,616--$4,616
Other Expenses$1,516--$1,516
Insurance$1,417--$1,417
Total Functional Expenses$15,871$0$0$15,871
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 was reviewed at organization board meeting prior to filing”

Form 990, Part VI, Section B, Line 12C

“Documents are maintained at the organizations office and available upon request.”

Form 990, Part VI, Section C, Line 19

“Organization maintains the documents at their office and are available upon request”

Filing and Contact Details

Filer

Filer Name
Franklin Historical Society
EIN
23-7125820
Phone
2485380273
Address
PO BOX 250007, FRANKLIN, MI 48025

Signing Officer

Name
William Lamott
Title
Treasurer
Phone
2485380273
Signed
2016-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Lamott
Formed
1969
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
25

Preparer

Firm
Pew & Associates Pllc
Address
41800 W ELEVEN MILE RD SUITE 115, NOVI, MI 48375
Preparer
Paul D Pew CPA
Phone
2485133740
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM LAMOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02485380273
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANKLIN HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0237125820
ReturnHeader/Filer/PhoneNum02485380273
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 250007
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383505567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEW & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041800 W ELEVEN MILE RD SUITE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048375
ReturnHeader/PreparerPersonGrp/PhoneNum02485133740
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL D PEW CPA
ReturnHeader/ReturnTs02016-10-15T09:16:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,493
Liabilities
$0
Net assets
$266,493
Revenue
$244,820
Expenses
$15,871
Net income
$228,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.45$0.16$2.29