Civic Intelligence

Myer & Lois Franklin Charitable Tr

EIN 38-2715461 • Jackson, MI

4250 Horton RoadJackson, MI 49201
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

40th percentile

1.0%

Faster asset growth than 40% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1382%

Faster revenue growth than 99% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$5,944,570

Down $349,942 (-5.6%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin63rd percentile

Revenue

Down

$27,313

Down $409,718 (-94%) from 2022

Expenses

Down

$377,255

Down $6,064 (-1.6%) from 2022

Net Income

Down

-$349,942

Down $403,654 (-752%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $208,947Liabilities 2010: $0Net Assets 2010: $208,9472010Assets 2011: $217,871Liabilities 2011: $0Net Assets 2011: $217,8712011Assets 2012: $213,839Liabilities 2012: $0Net Assets 2012: $213,8392012Assets 2013: $6,761,141Liabilities 2013: $1Net Assets 2013: $6,761,1412013Assets 2014: $6,878,473Liabilities 2014: $1Net Assets 2014: $6,878,4732014Assets 2015: $6,689,792Liabilities 2015: $1Net Assets 2015: $6,689,7922015Assets 2016: $6,505,844Liabilities 2016: $0Net Assets 2016: $6,505,8442016Assets 2017: $6,426,647Liabilities 2017: $0Net Assets 2017: $6,426,6472017Assets 2019: $6,600,203Liabilities 2019: $1Net Assets 2019: $6,600,2032019Assets 2020: $6,278,525Liabilities 2020: $1Net Assets 2020: $6,278,5252020Assets 2021: $6,240,800Liabilities 2021: $1Net Assets 2021: $6,240,8002021Assets 2022: $6,294,512Liabilities 2022: $1Net Assets 2022: $6,294,5122022Assets 2023: $5,944,570Liabilities 2023: $12023

Latest loaded filing

2023

Assets$5,944,570
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,0602010Expenses 2011: $15,9182011Expenses 2012: $15,5242012Revenue 2013: $6,951,401Expenses 2013: $404,099Net Income 2013: $6,547,3022013Revenue 2014: $536,017Expenses 2014: $418,685Net Income 2014: $117,3322014Revenue 2015: $245,407Expenses 2015: $434,088Net Income 2015: -$188,6812015Revenue 2016: $212,187Expenses 2016: $396,135Net Income 2016: -$183,9482016Revenue 2017: $292,209Expenses 2017: $371,406Net Income 2017: -$79,1972017Revenue 2019: $534,910Expenses 2019: $365,390Net Income 2019: $169,5202019Revenue 2020: $30,507Expenses 2020: $352,185Net Income 2020: -$321,6782020Revenue 2021: $331,053Expenses 2021: $368,778Net Income 2021: -$37,7252021Revenue 2022: $437,031Expenses 2022: $383,319Net Income 2022: $53,7122022Revenue 2023: $27,313Expenses 2023: $377,255Net Income 2023: -$349,9422023

Latest loaded filing

2023

Revenue$27,313
Expenses$377,255
Net Income-$349,942
Open 2023 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$0.03$0.38$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.44$0.38$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.33$0.37$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.03$0.35$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.53$0.37$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.00$6.43$0.29$0.37$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$0.21$0.40$0.18
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.69$0.00$6.69$0.25$0.43$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.54$0.42$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$6.95$0.40$6.55
2012Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH MARSHALLTrustee-$0--
RAE M KNOLLTrustee-$0--
JAMES MARSHALLTrustee-$0--
MICHAEL KNOLLTrustee-$0--
KRISTEN SCHILLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Myer & Lois Franklin Charitable Tr
EIN
38-2715461
Phone
5175638519
Address
4250 HORTON ROAD, JACKSON, MI 49201

Signing Officer

Name
Deborah Marshall
Title
Trustee
Phone
5175638519
Signed
2015-04-12

Preparer

Firm
Willis & Jurasek Pc Cpas
Address
2545 SPRING ARBOR RD STE 200, JACKSON, MI 49203-3690
Preparer
Dennis C Regan CPA
Phone
5177888660
Raw XML AppendixShowing 400 of 542 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11827878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMERICA TRUST DEPT - EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMERICA TRUST DEPT OTHER EQUITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt043152
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03054
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0348012
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01273
IRS990PF/FMVAssetsEOYAmt07114922
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26SYRACUSE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9GRAND RAPIDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14UNIVERSITY CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16YPSILANTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17ALLENDALE TWP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20SPRING ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm21E LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm22JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm23JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm24LANSING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm26SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm27CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm28CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm29MIDLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm30JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI

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