Civic Intelligence

Carter House Association Inc

990 • Fiscal year 2014 • EIN 62-0537633

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 15, 2015

Organization ProfileWWW.BATTLEOFFRANKLINTRUST.ORG
1345 Eastern Flank CircleFranklin, TN 37064

(615) 791-1861

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,094,774

Up $6,124 (+0.6%) from 2013

Net Assets

Up

$1,094,774

Up $6,124 (+0.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin85th percentile

Revenue

Down

$19,548

Down $6,015 (-24%) from 2013

Expenses

Down

$13,424

Down $4,597 (-26%) from 2013

Net Income

Down

$6,124

Down $1,418 (-19%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2014

Assets$1,094,774
Liabilities$0
Net Assets$1,094,774
Open 2014 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$19,548
Expenses$13,424
Net Income$6,124
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 15, 2015
Return Version
2013v4.0
Gross Receipts
$19,548
Mission and Program Overview

Mission

Historic preservation of memorial to the battle of franklin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$519,544$517,046▼ $2,498
Savings and Temporary Cash Investments$151,758$155,106▲ $3,348
Cash and Non-Interest-Bearing Accounts$1,848$7,122▲ $5,274
Total Assets$1,088,650$1,094,774▲ $6,124
Other Assets Total$415,500$415,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$656,828$656,828→ $0
Permanently Rstr Net Assets$430,500$430,500→ $0
Temporarily Rstr Net Assets$1,322$7,446▲ $6,124
Total Net Assets Fund Balance$1,088,650$1,094,774▲ $6,124
Total Liabilities and Net Assets / Fund Balance$1,088,650$1,094,774▲ $6,124

Asset Categories

AssetBook ValueDepreciationBasis
Land$493,926-$493,926
Leasehold Improvements$23,120$16,292$39,412
Equipment-$4,495$4,495
Other Assets Org$13,160--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$151,758-▲ $3,348-$155,106
2013$156,468-▼ $256$4,454$151,758
2012$159,406-▲ $2,062$5,000$156,468
2011$159,355-▲ $4,015$4,038$159,406
2010$164,136-▲ $8,749$13,530$159,355
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Ed UnderwoodPresident
Derby JonesDirector
Jody BowmanDirector
John BibbDirector
Lynn Garrett MossDirector
Mike BaileyDirector
Monty McinturffDirector
Nancy ConwayDirector
Thomas FlagelDirector
Sam WhitsonSecretary
Mike PlumleyTreasurer
J T ThompsonVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,200
Investment Income
$3,348
Other Revenue
$0
Change in Net Assets
$6,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,424
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
Depreciation Depletion$2,499--$2,499
Occupancy$1,543--$1,543
Other Expenses$339--$339
Total Functional Expenses$13,424$0$0$13,424
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jody Bowman-fkln SynergyBoard MemberBanking RelationNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The carter house association and its property is being managed on a day to day basis by management of the battle of franklin trust, inc, a non-profit organization.”

Form 990, Page 6, Part VI, Line 11B

“Finance committee reviews and recommends approval, then takes to the board of directors for review and approval prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members sign conflict of interest policy and review it annually. Management reviews all activities for any conflicts that might arise.”

Form 990, Page 6, Part VI, Line 15A

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 15B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 19

“Documents are available during normal busines hours at the administrative offices by appointment.”

Filing and Contact Details

Filer

EIN
62-0537633
Phone
6157911861

Signing Officer

Name
Eric Jacobson
Title
Executive Director
Phone
6157911861
Signed
2015-03-15

Organization Details

Principal Officer
Eric Jacobson
Formed
1952
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Preparer
Patricia Parsons
Phone
6157944313
Raw XML Appendix376 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRES
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt039412
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0402340
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt113160
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTORATION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0517046
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0415500
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JODY BOWMAN-FKLN SYNERGY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BANKING RELATION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CARTER HOUSE ASSOCIATION AND ITS PROPERTY IS BEING MANAGED ON A DAY TO DAY BASIS BY MANAGEMENT OF THE BATTLE OF FRANKLIN TRUST, INC, A NON-PROFIT ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL, THEN TAKES TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS SIGN CONFLICT OF INTEREST POLICY AND REVIEW IT ANNUALLY. MANAGEMENT REVIEWS ALL ACTIVITIES FOR ANY CONFLICTS THAT MIGHT ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINES HOURS AT THE ADMINISTRATIVE OFFICES BY APPOINTMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01322
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07446
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01088650
IRS990/TotalAssetsEOYAmt01094774
IRS990/TotalAssetsGrp/BOYAmt01088650
IRS990/TotalAssetsGrp/EOYAmt01094774
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013424
IRS990/TotalFunctionalExpensesGrp/TotalAmt013424
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01088650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01094774
IRS990/TotalProgramServiceExpensesAmt013424
IRS990/TotalProgramServiceRevenueAmt016200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019548
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019548
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01088650
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01094774
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0656828
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0656828
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101345 EASTERN FLANK CIRCLE
IRS990/USAddress/City0FRANKLIN
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037064
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.BATTLEOFFRANKLINTRUST.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06157911861
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARTER HOUSE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0620537633
ReturnHeader/Filer/PhoneNum06157911861
ReturnHeader/Filer/USAddress/AddressLine101345 EASTERN FLANK CIRCLE
ReturnHeader/Filer/USAddress/City0FRANKLIN
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261865984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PARSONS & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10234 FOURTH AVE N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode037064
ReturnHeader/PreparerPersonGrp/PhoneNum06157944313
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA PARSONS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-30T12:37:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,094,774
Liabilities
$0
Net assets
$1,094,774
Revenue
$19,548
Expenses
$13,424
Net income
$6,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.51$0.00$0.51
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.02$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.02$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.01$0.01$0.00
Peer Organizations

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