Civic Intelligence

The Franklin Forum

990EZ • Fiscal year 2018 • EIN 46-3018149

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

455 Massachusetts Avenue NW No 600Washington, DC 20001

(202) 756-4100

Siviq Scores

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

Liabilities / Assets

98th percentile

2.02x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.39x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

26%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$22,500

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

118%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$29,879

Up $16,147 (+118%) from 2017

Net Assets

Up

-$30,391

Up $40,963 (+57%) from 2017

Liabilities

Down

$60,270

Down $24,816 (-29%) from 2017

Revenue

Down

$154,615

Down $312,033 (-67%) from 2017

Expenses

Down

$113,880

Down $346,486 (-75%) from 2017

Net Income

Up

$40,735

Up $34,453 (+548%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2015: $186,225Liabilities 2015: $210,132Net Assets 2015: -$23,9072015Assets 2016: $57,284Liabilities 2016: $258,608Net Assets 2016: -$201,3242016Assets 2017: $13,732Liabilities 2017: $85,086Net Assets 2017: -$71,3542017Assets 2018: $29,879Liabilities 2018: $60,270Net Assets 2018: -$30,3912018Assets 2019: $22,810Liabilities 2019: $12,493Net Assets 2019: $10,3172019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$29,879
Liabilities$60,270
Net Assets-$30,391

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,334,147Expenses 2015: $1,318,742Net Income 2015: $15,4052015Revenue 2016: $1,017,182Expenses 2016: $1,194,599Net Income 2016: -$177,4172016Revenue 2017: $466,648Expenses 2017: $460,366Net Income 2017: $6,2822017Revenue 2018: $154,615Expenses 2018: $113,880Net Income 2018: $40,7352018Revenue 2019: $47,296Expenses 2019: $6,588Net Income 2019: $40,7082019Revenue 2020: $10,000Expenses 2020: $20,317Net Income 2020: -$10,3172020

Highlighted filing

2018

Revenue$154,615
Expenses$113,880
Net Income$40,735
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$154,615
Mission and Program Overview

Mission

The franklin forum was organized for the purpose of providing media training and support, including message development and speaker promotion, to strengthen top progressive messengers and messaging.

Program Services

DescriptionGrantsExpenses
THE FRANKLIN FORUM TRAINED AND EQUIPPED VOICES TO ADVANCE AND BROADEN THE APPEAL OF THE PROGRESSIVE CAUSE - ON AIR, ONLINE AND AROUND THE TABLE AT HOME.$0$78,444
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BROCKChairman-$22,500-$22,500
KAREN WHITEDirector-$0--
MARCY CARSEYDirector-$0--
JOHN NEFFINGERPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Franklin Forum
EIN
46-3018149
Phone
2027564100
Address
455 MASSACHUSETTS AVENUE NW NO 600, WASHINGTON, DC 20001

Signing Officer

Name
John Neffinger
Title
President
Phone
2027564100
Signed
2019-11-15
Discuss with paid preparer
Yes

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-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 1,673.

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

Description: payroll services. Amount: 51. Description: bank fees. Amount: 1,780. Description: insurance. Amount: 1,915. Description: subscriptions. Amount: 2,097. Description: bad debt . Amount: 8,510. Description: travel. Amount: 4,429. Description: information technology. Amount: 2,265. Total to form 990-ez, line 16: 21,047.

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

Description: prior year adjustment. Amount: 228.

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

Description: pledges receivable. Beg. Of year amount: 8,510. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 85,086. End of year amount: 60,270.

Raw XML Appendix139 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/BusinessName/BusinessNameLine1Txt0JOHN NEFFINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum02027564100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0455 MASSACHUSETTS AVENUE NW NO 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0152942
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt040735
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04197
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029879
IRS990EZ/GrossReceiptsAmt0154615
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-71354
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-30391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-71354
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-30391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt022500
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARCY CARSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN NEFFINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08510
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0228
IRS990EZ/OtherExpensesTotalAmt021047
IRS990EZ/OtherRevenueTotalAmt01673
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FRANKLIN FORUM WAS ORGANIZED FOR THE PURPOSE OF PROVIDING MEDIA TRAINING AND SUPPORT, INCLUDING MESSAGE DEVELOPMENT AND SPEAKER PROMOTION, TO STRENGTHEN TOP PROGRESSIVE MESSENGERS AND MESSAGING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FRANKLIN FORUM TRAINED AND EQUIPPED VOICES TO ADVANCE AND BROADEN THE APPEAL OF THE PROGRESSIVE CAUSE - ON AIR, ONLINE AND AROUND THE TABLE AT HOME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd1FL
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd4VA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0113880
IRS990EZ/TotalProgramServiceExpensesAmt078444
IRS990EZ/TotalRevenueAmt0154615
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEFRANKLINFORUM.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PAYROLL SERVICES. AMOUNT: 51. DESCRIPTION: BANK FEES. AMOUNT: 1,780. DESCRIPTION: INSURANCE. AMOUNT: 1,915. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 2,097. DESCRIPTION: BAD DEBT . AMOUNT: 8,510. DESCRIPTION: TRAVEL. AMOUNT: 4,429. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,265. TOTAL TO FORM 990-EZ, LINE 16: 21,047.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: 228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 8,510. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 85,086. END OF YEAR AMOUNT: 60,270.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NEFFINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02027564100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FRANKLIN FORUM
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0463018149
ReturnHeader/Filer/PhoneNum02027564100
ReturnHeader/Filer/USAddress/AddressLine1Txt0455 MASSACHUSETTS AVENUE NW NO 600
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FA38BE9C690C82C721A5060F87FC7588CB81F81
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074AC7595594BD7549B5128A38140EC137BCE6BEE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.103.231.202
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:44:40
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/ReturnTs02019-11-15T07:44:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings