Civic Intelligence

Alexander Franklin Charitable Foundation

990EZ • Fiscal year 2013 • EIN 31-1662965

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 02, 2014

37 Crosswood Road06032-1067

(860) 673-2706

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

38th percentile

-1.3%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$58,985

Up $5,626 (+11%) from 2012

Net Assets

Up

$58,985

Up $5,626 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$21,658

Up $7,003 (+48%) from 2012

Expenses

Down

$21,944

Down $6,441 (-23%) from 2012

Net Income

Up

-$286

Up $13,444 (+98%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $87,463Liabilities 2010: $0Net Assets 2010: $87,4632010Assets 2011: $63,547Liabilities 2011: $0Net Assets 2011: $63,5472011Assets 2012: $53,359Liabilities 2012: $0Net Assets 2012: $53,3592012Assets 2013: $58,985Liabilities 2013: $0Net Assets 2013: $58,9852013Assets 2014: $53,441Liabilities 2014: $0Net Assets 2014: $53,4412014Assets 2015: $47,754Liabilities 2015: $0Net Assets 2015: $47,7542015Assets 2016: $39,159Liabilities 2016: $0Net Assets 2016: $39,1592016Assets 2017: $33,687Liabilities 2017: $0Net Assets 2017: $33,6872017Assets 2018: $22,469Liabilities 2018: $0Net Assets 2018: $22,4692018Assets 2019: $26,931Liabilities 2019: $0Net Assets 2019: $26,9312019Assets 2020: $30,996Net Assets 2020: $30,9962020Assets 2021: $33,487Net Assets 2021: $33,4872021Assets 2022: $24,086Net Assets 2022: $24,0862022Assets 2023: $31,838Net Assets 2023: $31,8382023Assets 2024: $26,777Net Assets 2024: $26,7772024

Highlighted filing

2013

Assets$58,985
Liabilities$0
Net Assets$58,985

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2010: $18,554Expenses 2010: $30,467Net Income 2010: -$11,9132010Revenue 2011: $22,909Expenses 2011: $46,872Net Income 2011: -$23,9632011Revenue 2012: $14,655Expenses 2012: $28,385Net Income 2012: -$13,7302012Revenue 2013: $21,658Expenses 2013: $21,944Net Income 2013: -$2862013Revenue 2014: $25,912Expenses 2014: $27,829Net Income 2014: -$1,9172014Revenue 2015: $23,777Expenses 2015: $24,266Net Income 2015: -$4892015Revenue 2016: $16,430Expenses 2016: $25,926Net Income 2016: -$9,4962016Revenue 2017: $21,428Expenses 2017: $27,101Net Income 2017: -$5,6732017Revenue 2018: $21,043Expenses 2018: $28,877Net Income 2018: -$7,8342018Revenue 2019: $24,075Expenses 2019: $20,226Net Income 2019: $3,8492019Revenue 2020: $16,945Expenses 2020: $13,196Net Income 2020: $3,7492020Revenue 2021: $21,608Expenses 2021: $15,408Net Income 2021: $6,2002021Revenue 2022: $4,650Expenses 2022: $14,053Net Income 2022: -$9,4032022Revenue 2023: $26,397Expenses 2023: $30,280Net Income 2023: -$3,8832023Revenue 2024: $25,716Expenses 2024: $30,778Net Income 2024: -$5,0622024

Highlighted filing

2013

Revenue$21,658
Expenses$21,944
Net Income-$286
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 2, 2014
Return Version
2013v3.0
Gross Receipts
$28,283
Mission and Program Overview

Mission

To support the activities of groups such as the boy scouts, public libraries, inner city youth activities and other civic groups.

Program Services

DescriptionGrantsExpenses
PROVIDES CONTRIBUTIONS AND SCHOLARSHIPS TO STUDENTS AND VARIOUS NON-PROFIT ORGANIZATIONS, INCLUDING THE BOY SCOUTS, PUBLIC LIBRARIES AND OTHER YOUTH ORGANIZATIONS.$0$21,944
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY FRANKLINBoard Member-$0--
IDA FRANKLINBoard Member-$0--
JENNIFER FRANKLINBoard Member-$0--
Filing and Contact Details

Filer

EIN
31-1662965
Phone
8606732706

Signing Officer

Name
Jerry Franklin
Title
Trustee
Phone
8606732706
Signed
2014-09-02
Discuss with paid preparer
Yes

Preparer

Preparer
Steven J Stranieri
Phone
8606789200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 1,205.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank management fees. Amount: 794.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: change in unrealized gains (losses) on investments. Amount: 5,912.

Form 990-ez, Part II, Line 24 - Other Assets

Description: mutual funds. Beg. Of year amount: 11,680. End of year amount: 11,519. Description: equities. Beg. Of year amount: 36,218. End of year amount: 40,051.

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10JERRY FRANKLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08606732706
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1037 CROSSWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0FARMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0060321067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05461
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt017133
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06625
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-286
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053359
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058985
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03320
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021150
IRS990EZ/GrossReceiptsAmt028283
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01205
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053359
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058985
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053359
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058985
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1IDA FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt047898
IRS990EZ/OtherAssetsTotalDetail/EOYAmt051570
IRS990EZ/OtherChangesInNetAssetsAmt05912
IRS990EZ/OtherExpensesTotalAmt0794
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE ACTIVITIES OF GROUPS SUCH AS THE BOY SCOUTS, PUBLIC LIBRARIES, INNER CITY YOUTH ACTIVITIES AND OTHER CIVIC GROUPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES CONTRIBUTIONS AND SCHOLARSHIPS TO STUDENTS AND VARIOUS NON-PROFIT ORGANIZATIONS, INCLUDING THE BOY SCOUTS, PUBLIC LIBRARIES AND OTHER YOUTH ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021944
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt09945
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021944
IRS990EZ/TotalProgramServiceExpensesAmt021944
IRS990EZ/TotalRevenueAmt021658
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt093353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01412
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01897
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07165
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92870
IRS990ScheduleA/PublicSupportPY170Pct00.91960
IRS990ScheduleA/PublicSupportTotal170Amt093353
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011171
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023444
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt093353
IRS990ScheduleA/TotalSupportAmt0100518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK MANAGEMENT FEES. AMOUNT: 794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CHANGE IN UNREALIZED GAINS (LOSSES) ON INVESTMENTS. AMOUNT: 5,912.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 11,680. END OF YEAR AMOUNT: 11,519. DESCRIPTION: EQUITIES. BEG. OF YEAR AMOUNT: 36,218. END OF YEAR AMOUNT: 40,051.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08606732706
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALEXANDER FRANKLIN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0311662965
ReturnHeader/Filer/PhoneNum08606732706
ReturnHeader/Filer/USAddress/AddressLine1037 CROSSWOOD ROAD
ReturnHeader/Filer/USAddress/City0FARMINGTON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0060321067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061533253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SASLOW LUFKIN & BUGGY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10175 POWDER FOREST DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SIMSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006089
ReturnHeader/PreparerPersonGrp/PhoneNum08606789200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J STRANIERI
ReturnHeader/ReturnTs02014-09-09T13:25:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.8$26.8$25.7$30.8$5.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$31.8$26.4$30.3$3.88
2022Detailed filing. Detailed filing data is available for this year.$24.1$24.1$4.65$14.1$9.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$33.5$21.6$15.4$6.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$31.0$16.9$13.2$3.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.00$26.9$24.1$20.2$3.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$21.0$28.9$7.83
2017Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$21.4$27.1$5.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$0.00$39.2$16.4$25.9$9.50
2015Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$23.8$24.3$0.49
2014Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$25.9$27.8$1.92
2013Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$21.7$21.9$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$0.00$53.4$14.7$28.4$13.7
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.5$0.00$63.5$22.9$46.9$24.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.5$0.00$87.5$18.6$30.5$11.9