Civic Intelligence

Democracy Matters Foundation

990 • Fiscal year 2020 • EIN 46-3009324

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

800 Maine Avenue SW No 400Washington, DC 20024

(202) 756-4100

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

100th percentile

18317%

Faster asset growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

30976%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$379,944

Up $377,881 (+18317%) from 2019

Net Assets

Up

$367,383

Up $386,611 (+2011%) from 2019

Liabilities

Down

$12,561

Down $8,730 (-41%) from 2019

Revenue

Up

$739,926

Up $737,545 (+30976%) from 2019

Expenses

Up

$353,315

Up $333,859 (+1716%) from 2019

Net Income

Up

$386,611

Up $403,686 (+2364%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $176,518Liabilities 2013: $119,915Net Assets 2013: $56,6032013Assets 2014: $75,216Liabilities 2014: $122,158Net Assets 2014: -$46,9422014Assets 2015: $45,060Liabilities 2015: $92,122Net Assets 2015: -$47,0622015Assets 2016: $17,117Liabilities 2016: $165,533Net Assets 2016: -$148,4162016Assets 2017: $20,463Liabilities 2017: $153,637Net Assets 2017: -$133,1742017Assets 2018: $2,563Liabilities 2018: $4,716Net Assets 2018: -$2,1532018Assets 2019: $2,063Liabilities 2019: $21,291Net Assets 2019: -$19,2282019Assets 2020: $379,944Liabilities 2020: $12,561Net Assets 2020: $367,3832020Assets 2021: $2,626,564Liabilities 2021: $811,233Net Assets 2021: $1,815,3312021Assets 2022: $752,777Liabilities 2022: $272,019Net Assets 2022: $480,7582022Assets 2023: $1,149,061Liabilities 2023: $26,571Net Assets 2023: $1,122,4902023Assets 2024: $2,236,075Liabilities 2024: $238,117Net Assets 2024: $1,997,9582024

Highlighted filing

2020

Assets$379,944
Liabilities$12,561
Net Assets$367,383

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2013: $452,000Expenses 2013: $395,397Net Income 2013: $56,6032013Revenue 2014: $994,000Expenses 2014: $1,097,545Net Income 2014: -$103,5452014Revenue 2015: $200,850Expenses 2015: $200,970Net Income 2015: -$1202015Revenue 2016: $713,850Expenses 2016: $815,204Net Income 2016: -$101,3542016Revenue 2017: $410,000Expenses 2017: $394,758Net Income 2017: $15,2422017Revenue 2018: $219,000Expenses 2018: $61,614Net Income 2018: $157,3862018Revenue 2019: $2,381Expenses 2019: $19,456Net Income 2019: -$17,0752019Revenue 2020: $739,926Expenses 2020: $353,315Net Income 2020: $386,6112020Revenue 2021: $4,912,426Expenses 2021: $3,464,478Net Income 2021: $1,447,9482021Revenue 2022: $6,901,639Expenses 2022: $8,236,212Net Income 2022: -$1,334,5732022Revenue 2023: $1,973,667Expenses 2023: $1,331,935Net Income 2023: $641,7322023Revenue 2024: $35,588,226Expenses 2024: $34,712,758Net Income 2024: $875,4682024

Highlighted filing

2020

Revenue$739,926
Expenses$353,315
Net Income$386,611
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$739,926
Mission and Program Overview

Mission

To provide grants for media training and ongoing coaching in order to improve and develop the capabilities of progressive messengers.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$300,000-
Cash and Non-Interest-Bearing Accounts$2,063$79,944▲ $77,881
Total Assets$2,063$379,944▲ $377,881
Liabilities
Accounts Payable and Accrued Expenses$21,291$12,561▼ $8,730
Total Liabilities$21,291$12,561▼ $8,730
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$376,389-
Net Assets Without Donor Restrictions$-19,228$-9,006▲ $10,222
Total Net Assets Fund Balance$-19,228$367,383▲ $386,611
Total Liabilities and Net Assets / Fund Balance$2,063$379,944▲ $377,881
Compensation and Service Providers

Board Members and Trustees

NameTitle
David BrockChairman
John NeffingerPresident
Alexis Mcgill JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$739,926
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$719,776
Change in Net Assets
$386,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$739,926
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$739,926
Total Revenue per Form 990
$739,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$353,315
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
Fees for Services Other$299,000--$299,000
Advertising$31,705--$31,705
Fees for Services Accounting-$12,561-$12,561
Insurance-$3,853-$3,853
Travel$1,112--$1,112
Conferences and Meetings$1,030--$1,030
Other Expenses-$975-$975
Office Expenses-$377-$377
Total Functional Expenses$332,847$20,468$0$353,315

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$353,315
Total Expenses per Audited Statements$353,315
Total Expenses per Form 990$353,315
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 11B

The form 990 was prepared by the outside accountants and reviewed by the cfo. The return was approved by the president of the organization and forwarded to the board of directors before filing with the irs.

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

The organization circulates a questionnaire annually asking directors and officers to disclose conflicts of interest annually. The interested director or officer abstains from voting on the transaction.

Form 990, Part VI, Section C, Line 19

The organization makes its articles of incorporation and form 990 available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Franklin Education Forum
EIN
46-3009324
Phone
2027564100
Address
800 MAINE AVENUE SW NO 400, WASHINGTON, DC 20024

Signing Officer

Name
David Brock
Title
Chairman
Phone
2027564100
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Brock
Formed
2013
Legal Domicile
Dc
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
3

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Public affairs consulting: program service expenses 25,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,000. Other consulting services: program service expenses 33,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,000. Administrative consulting: program service expenses 87,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,500. Brand positioning/platform strategy: program service expenses 53,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 53,500. Consulting & creative services: program service expenses 100,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 100,000.

Financial Statement Notes

PART X, LINE 2:

For the years ended december 31, 2020 and 2019, fef has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.

Raw XML Appendix364 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, FEF HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CFO. THE RETURN WAS APPROVED BY THE PRESIDENT OF THE ORGANIZATION AND FORWARDED TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CIRCULATES A QUESTIONNAIRE ANNUALLY ASKING DIRECTORS AND OFFICERS TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. THE INTERESTED DIRECTOR OR OFFICER ABSTAINS FROM VOTING ON THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC AFFAIRS CONSULTING: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 33,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,000. ADMINISTRATIVE CONSULTING: PROGRAM SERVICE EXPENSES 87,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,500. BRAND POSITIONING/PLATFORM STRATEGY: PROGRAM SERVICE EXPENSES 53,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,500. CONSULTING & CREATIVE SERVICES: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEDIA TRAINING AND SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0455 MASSACHUSETTS AVENUE NW SUITE 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt020150
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE FRANKLIN FORUM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MA
IRS990/StatesWhereCopyOfReturnIsFldCd2NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02063
IRS990/TotalAssetsEOYAmt0379944
IRS990/TotalAssetsGrp/BOYAmt02063
IRS990/TotalAssetsGrp/EOYAmt0379944
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0739926
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020468
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332847
IRS990/TotalFunctionalExpensesGrp/TotalAmt0353315
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021291
IRS990/TotalLiabilitiesEOYAmt012561
IRS990/TotalLiabilitiesGrp/BOYAmt021291
IRS990/TotalLiabilitiesGrp/EOYAmt012561
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-19228
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0367383
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0332847
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0739926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02063
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0379944
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TravelGrp/ProgramServicesAmt01112
IRS990/TravelGrp/TotalAmt01112
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0800 MAINE AVENUE SW NO 400
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020024
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.THEFRANKLINFORUM.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BROCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02027564100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FRANKLIN EDUCATION FORUM
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0463009324
ReturnHeader/Filer/PhoneNum02027564100
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 MAINE AVENUE SW NO 400
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J LOCASTRO CPA
ReturnHeader/ReturnTs02021-11-15T13:09:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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