Civic Intelligence

Franklin Legacy Fund

EIN 46-4662563 • Carmel, CA

316 Mid Valley CenterCarmel, CA 93923
Siviq Scores

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

Liabilities / Assets

84th percentile

0.18x

Higher debt load relative to assets than 84% of similar nonprofits.

<$500k nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.03x

Higher debt load relative to revenue than 78% of similar nonprofits.

<$500k nonprofits • Source year 2020

Net Margin

62nd percentile

8.2%

Higher net margin than 62% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

93rd percentile

101%

Faster asset growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$11,283

Up $5,659 (+101%) from 2019

Liabilities

Up

$2,020

Up $743 (+58%) from 2019

Net Assets

Up

$9,263

Up $4,916 (+113%) from 2019

Operations
Liabilities / Revenue78th percentileNet Margin62nd percentile

Revenue

Down

$59,745

Down $92,455 (-61%) from 2019

Expenses

Down

$54,829

Down $104,734 (-66%) from 2019

Net Income

Up

$4,916

Up $12,279 (+167%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$100K$50K$0Assets 2014: $28,291Liabilities 2014: $0Net Assets 2014: $28,2912014Assets 2015: $10,411Liabilities 2015: $1,446Net Assets 2015: $8,9652015Assets 2016: $23,335Liabilities 2016: $2,939Net Assets 2016: $20,3962016Assets 2017: $81,591Liabilities 2017: $5,256Net Assets 2017: $76,3352017Assets 2018: $14,036Liabilities 2018: $2,326Net Assets 2018: $11,7102018Assets 2019: $5,624Liabilities 2019: $1,277Net Assets 2019: $4,3472019Assets 2020: $11,283Liabilities 2020: $2,020Net Assets 2020: $9,2632020

Highlighted filing

2020

Assets$11,283
Liabilities$2,020
Net Assets$9,263
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$400K$200K$0-$200KRevenue 2014: $165,000Expenses 2014: $136,709Net Income 2014: $28,2912014Revenue 2015: $129,500Expenses 2015: $148,826Net Income 2015: -$19,3262015Revenue 2016: $131,644Expenses 2016: $120,213Net Income 2016: $11,4312016Revenue 2017: $385,942Expenses 2017: $330,003Net Income 2017: $55,9392017Revenue 2018: $169,500Expenses 2018: $196,038Net Income 2018: -$26,5382018Revenue 2019: $152,200Expenses 2019: $159,563Net Income 2019: -$7,3632019Revenue 2020: $59,745Expenses 2020: $54,829Net Income 2020: $4,9162020

Highlighted filing

2020

Revenue$59,745
Expenses$54,829
Net Income$4,916
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,283
Liabilities
$2,020
Net assets
$9,263
Revenue
$59,745
Expenses
$54,829
Net income
$4,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.60$0.55$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.01$0.04$1.52$1.60$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.02$0.12$1.70$1.96$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.05$0.76$3.86$3.30$0.56
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.20$1.32$1.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.09$1.30$1.49$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.65$1.37$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN B FRANKLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Legacy Fund
EIN
46-4662563
Phone
8316591149
Address
316 MID VALLEY CENTER, CARMEL, CA 93923

Signing Officer

Name
Susan B Franklin
Title
Trustee
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Fitzpatrick Enterprises
Address
555 Chorro St Ste B, San Luis Obispo, CA 93405
Preparer
Pamela Fitzpatrick CPA
Phone
8057810688
Raw XML Appendix268 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACTORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt158
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAX EXPENSE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN B FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANKLIN LEGACY FUND
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0464662563
ReturnHeader/Filer/PhoneNum08316591149
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 MID VALLEY CENTER
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770287912
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fitzpatrick Enterprises
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 Chorro St Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093405
ReturnHeader/PreparerPersonGrp/PhoneNum08057810688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA FITZPATRICK CPA
ReturnHeader/ReturnTs02021-11-10T17:25:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANKLIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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