Civic Intelligence

Carter House Association Inc

EIN 62-0537633 • 501(c)3 • Franklin, TN

Profile

Historic preservation of memorial to the battle of franklin.

1345 Eastern Flank CircleFranklin, TN 37064

www.battleoffranklintrust.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

1.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

31%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$0

Down $1,106,481 (-100%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $1,106,481 (-100%) from 2015

Revenue

Down

-$507,977

Down $533,536 (-2087%) from 2015

Expenses

Down

$1,378

Down $11,825 (-90%) from 2015

Net Income

Down

-$509,355

Down $521,711 (-4222%) from 2015

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,090,512Liabilities 2011: $0Net Assets 2011: $1,090,5122011Assets 2012: $1,084,870Liabilities 2012: $0Net Assets 2012: $1,084,8702012Assets 2013: $1,088,650Liabilities 2013: $0Net Assets 2013: $1,088,6502013Assets 2014: $1,094,774Liabilities 2014: $0Net Assets 2014: $1,094,7742014Assets 2015: $1,106,481Liabilities 2015: $0Net Assets 2015: $1,106,4812015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$200K$0-$200K-$400K-$600KRevenue 2011: $5,062Expenses 2011: $7,664Net Income 2011: -$2,6022011Revenue 2012: $17,096Expenses 2012: $22,738Net Income 2012: -$5,6422012Revenue 2013: $25,563Expenses 2013: $18,021Net Income 2013: $7,5422013Revenue 2014: $19,548Expenses 2014: $13,424Net Income 2014: $6,1242014Revenue 2015: $25,559Expenses 2015: $13,203Net Income 2015: $12,3562015Revenue 2016: -$507,977Expenses 2016: $1,378Net Income 2016: -$509,3552016

Highlighted filing

2016

Revenue-$507,977
Expenses$1,378
Net Income-$509,355

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$13,473
Mission and Program Overview

Mission

Historic preservation of memorial to the battle of franklin.

Program Services

DescriptionGrantsExpenses
ORGANIZED FOR THE PURPOSE OF MAINTAINING AND PRESERVING A MEMORIAL TO THE BATTLE OF FRANKLIN. THE CARTER HOUSE PROVIDES GUIDED TOURS OF THE HOUSE AND GROUNDS, OPERATES A MUSEUM AND GIFT SHOP ON THE HISTORIC PROPERTY. THE ORGANIZATION HAS VARIOUS PROGRAMS AND SPECIAL EVENTS THROUGHOUT THE YEAR INTENDED TO EDUCATE THE PUBLIC AS TO HISTORICAL EVENTS.-$1,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED UNDERWOODPresident-$0--
J T THOMPSONVice Pres-$0--
MIKE PLUMLEYTreasurer-$0--
JODY BOWMANDirector-$0--
NANCY CONWAYDirector-$0--
LYNN GARRETT MOSSDirector-$0--
SAM WHITSONSecretary-$0--
JOHN BIBBDirector-$0--
MIKE BAILEYDirector-$0--
MONTY MCINTURFFDirector-$0--
DERBY JONESDirector-$0--
CULLEN SMITNDirector-$0--
AMANDA HALLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carter House Association Inc
EIN
62-0537633
Phone
6157911861
Address
1345 EASTERN FLANK CIRCLE, FRANKLIN, TN 37064

Signing Officer

Name
Ed Underwood
Title
President
Phone
6157911861
Signed
2017-03-15

Preparer

Firm
Parsons & Associates Cpas
Address
234 FOURTH AVE N, FRANKLIN, TN 37064
Preparer
Patricia Parsons
Phone
6157944313
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses non-investment depreciation 1,221 total 1,221

Form 990-ez, Part I, Line 20

Transfer to boft -597,126

Form 990-ez, Part II, Line 24

Accounts receivable 9,738 0 office furniture 51,907 0 less accumulated depreciation 23,005 0 leasehold improvements 0 0 collection 402,340 0 restoration 13,160 0 total 454,140 0

Form 990-ez, Part III, Line 28

Organized for the purpose of maintaining and preserving a memorial to the battle of franklin. The carter house provides guided tours of the house and grounds, operates a museum and gift shop on the historic property. The organization has various programs and special events throughout the year intended to educate the public as to historical events.

Raw XML Appendix183 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-597126
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0THE BATTLE OF FRANKLIN TRUST INC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NON-INVESTMENT DEPRECIATION 1,221 TOTAL 1,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER TO BOFT -597,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 9,738 0 OFFICE FURNITURE 51,907 0 LESS ACCUMULATED DEPRECIATION 23,005 0 LEASEHOLD IMPROVEMENTS 0 0 COLLECTION 402,340 0 RESTORATION 13,160 0 TOTAL 454,140 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZED FOR THE PURPOSE OF MAINTAINING AND PRESERVING A MEMORIAL TO THE BATTLE OF FRANKLIN. THE CARTER HOUSE PROVIDES GUIDED TOURS OF THE HOUSE AND GROUNDS, OPERATES A MUSEUM AND GIFT SHOP ON THE HISTORIC PROPERTY. THE ORGANIZATION HAS VARIOUS PROGRAMS AND SPECIAL EVENTS THROUGHOUT THE YEAR INTENDED TO EDUCATE THE PUBLIC AS TO HISTORICAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ED UNDERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06157911861
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER HOUSE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0620537633
ReturnHeader/Filer/PhoneNum06157911861
ReturnHeader/Filer/USAddress/AddressLine1Txt01345 EASTERN FLANK CIRCLE
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 FOURTH AVE N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037064
ReturnHeader/PreparerPersonGrp/PhoneNum06157944313
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA PARSONS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-15T18:38:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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