Civic Intelligence

Benjamin Franklin House Foundation Inc.

990EZ • Fiscal year 2019 • EIN 37-1434655

Jan 01, 2019 to Dec 31, 2019 • Filed on May 16, 2022

Organization Profilewww.bfhfoundation.org
111 Upper Lake RoadHighlands, NC 28741

(203) 529-1000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

46th percentile

5.7%

Higher net margin than 46% of similar nonprofits.

2019 filings • NTEE A80 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2019 filings • NTEE A80 • <$500k nonprofits • Source year 2019

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2019 filings • NTEE A80 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-17%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • NTEE A80 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$291,174

Up $55,862 (+24%) from 2018

Net Assets

Up

$291,174

Up $55,862 (+24%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Down

$13,581

Down $2,838 (-17%) from 2018

Expenses

Down

$12,801

Down $10,546 (-45%) from 2018

Net Income

Up

$780

Up $7,708 (+111%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$400K$300K$200K$100K$0Assets 2013: $40,572Net Assets 2013: $40,5722013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2016: $248,269Net Assets 2016: $248,2692016Assets 2017: $242,241Net Assets 2017: $242,2412017Assets 2018: $235,312Net Assets 2018: $235,3122018Assets 2019: $291,174Net Assets 2019: $291,1742019Assets 2021: $376,819Net Assets 2021: $376,8192021Assets 2024: $253,040Liabilities 2024: $0Net Assets 2024: $253,0402024

Highlighted filing

2019

Assets$291,174
Liabilities-
Net Assets$291,174
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $176,297Expenses 2013: $152,065Net Income 2013: $24,2322013Revenue 2014: $277,175Expenses 2014: $56,609Net Income 2014: $220,5662014Revenue 2016: $152,557Expenses 2016: $155,346Net Income 2016: -$2,7892016Revenue 2017: $21,595Expenses 2017: $29,412Net Income 2017: -$7,8172017Revenue 2018: $16,419Expenses 2018: $23,347Net Income 2018: -$6,9282018Revenue 2019: $13,581Expenses 2019: $12,801Net Income 2019: $7802019Revenue 2021: $35,816Expenses 2021: $13,689Net Income 2021: $22,1272021Revenue 2024: $37,293Expenses 2024: $18,240Net Income 2024: $19,0532024

Highlighted filing

2019

Revenue$13,581
Expenses$12,801
Net Income$780
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 16, 2022
Return Version
2019v5.1
Gross Receipts
$23,665
Mission and Program Overview

Mission

Provide for the benefit & education of the public, a living museum concerned with the life and works of benjamin franklin

Educational Museum

Program Services

DescriptionGrantsExpenses
Provide for the benefit and education of the public, especially students, a living museum concerned with the life and works of Benjamin Franklin.$11,900$11,900
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MichalskiPresident-$0--
Karen McArdleSecretary-$0--
Thomas IannozziTreasurer-$0--
Marcia BaliscianoDirector-$0--
Antonia GoreDirector-$0--
Anne KeigherDirector-$0--
Filing and Contact Details

Filer

Filer Name
Benjamin Franklin House Foundation
EIN
37-1434655
Phone
2035291000
Address
111 Upper Lake Road, Highlands, NC 28741

Signing Officer

Name
Paul Michalski
Title
President
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
William G McRay
Phone
6153619445
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Benjamin Franklin House 36 Craven Street London WC2N 5NF United Kingdom, Cash Grant 11,900, Relationship”

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

“Licenses, Fees Dues 94”

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

“Advisory Fee 80”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized Gains 51,080”

Form 990-EZ, Part I, Line 20, Net Assets

“Cost Basis Adjustment 4,002”

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

“Other Investment Beginning of year 220,943, End of year 277,626”

Raw XML Appendix149 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highlands
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028741
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Antonia Gore
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0220943
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0277626
IRS990EZ/OtherChangesInNetAssetsAmt055082
IRS990EZ/OtherExpensesTotalAmt0174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Museum
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide for the benefit and education of the public, especially students, a living museum concerned with the life and works of Benjamin Franklin.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt012000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0DE
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt012801
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IRS990EZ/TotalRevenueAmt013581
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bfhfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0165025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014441
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.96820
IRS990ScheduleA/PublicSupportTotal170Amt0165025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0165025
IRS990ScheduleA/TotalSupportAmt0191131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee Benjamin Franklin House 36 Craven Street London WC2N 5NF United Kingdom, Cash Grant 11,900, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Licenses, Fees Dues 94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advisory Fee 80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized Gains 51,080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Cost Basis Adjustment 4,002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Investment Beginning of year 220,943, End of year 277,626
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Michalski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benjamin Franklin House Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BENJ
ReturnHeader/Filer/EIN0371434655
ReturnHeader/Filer/PhoneNum02035291000
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 Upper Lake Road
ReturnHeader/Filer/USAddress/CityNm0Highlands
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028741
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay
ReturnHeader/ReturnTs02022-05-16T04:59:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,174
Liabilities
-
Net assets
$291,174
Revenue
$13,581
Expenses
$12,801
Net income
$780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.37$0.18$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.77$3.77$0.36$0.14$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.91$2.91$0.14$0.13$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$2.35$0.16$0.23$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$2.42$0.22$0.29$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$2.48$1.53$1.55$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.77$0.57$2.21
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.76$1.52$0.24