Civic Intelligence

Historic Carnton Plantation Assoc

EIN 62-1060911 • 501(c)3 • Franklin, TN

Profile

HISTORIC PRESERVATION

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

99th percentile

101%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,834,570 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $2,834,570 (-100%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$2,066,957

Down $2,119,403 (-4041%) from 2015

Expenses

Down

$24,563

Down $27,500 (-53%) from 2015

Net Income

Down

-$2,091,520

Down $2,091,903 (-546189%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,838,818Liabilities 2011: $300,000Net Assets 2011: $2,538,8182011Assets 2012: $2,817,638Liabilities 2012: $200,000Net Assets 2012: $2,617,6382012Assets 2013: $2,838,348Liabilities 2013: $100,000Net Assets 2013: $2,738,3482013Assets 2014: $2,872,798Liabilities 2014: $0Net Assets 2014: $2,872,7982014Assets 2015: $2,834,570Liabilities 2015: $0Net Assets 2015: $2,834,5702015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$0-$1.0M-$2.0M-$3.0MRevenue 2011: $112,818Expenses 2011: $44,071Net Income 2011: $68,7472011Revenue 2012: $162,431Expenses 2012: $44,401Net Income 2012: $118,0302012Revenue 2013: $151,171Expenses 2013: $44,340Net Income 2013: $106,8312013Revenue 2014: $127,921Expenses 2014: $50,544Net Income 2014: $77,3772014Revenue 2015: $52,446Expenses 2015: $52,063Net Income 2015: $3832015Revenue 2016: -$2,066,957Expenses 2016: $24,563Net Income 2016: -$2,091,5202016

Highlighted filing

2016

Revenue-$2,066,957
Expenses$24,563
Net Income-$2,091,520
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$2,066,957
Expenses
$24,563
Net income
-$2,091,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.07$0.02$2.09
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.13$0.05$0.08
2013Summary only. Only limited summary data is available for this year.$2.84$0.10$2.74$0.15$0.04$0.11
2012Summary only. Only limited summary data is available for this year.$2.82$0.20$2.62$0.16$0.04$0.12
2011Summary only. Only limited summary data is available for this year.$2.84$0.30$2.54$0.11$0.04$0.07
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
$151,421
Mission and Program Overview

Mission

HISTORIC PRESERVATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,774,207--
Investments in Publicly Traded Securities$782,360--
Cash and Non-Interest-Bearing Accounts$3--
Total Assets$2,834,570$0▼ $2,834,570
Other Assets Total$278,000--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,834,570--
Total Net Assets Fund Balance$2,834,570$0▼ $2,834,570
Total Liabilities and Net Assets / Fund Balance$2,834,570$0▼ $2,834,570

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$782,360-▼ $18,669$1,587$762,104
2015$776,308-▲ $13,835-$782,360
2014$697,519-▲ $84,993$6,204$776,308
2013$632,470-▲ $65,049-$697,519
2012$609,247-▲ $23,222-$632,470
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Tim KearnsPresident
Brian BeathardDirector
Bruce HohlerDirector
Dave FentressDirector
Eric ManninoDirector
Jason GoddardDirector
Joe CashiaDirector
Lottie MccormickDirector
Matt LeighDirector
Missy MckeandDirector
Nancy MoodyDirector
Danny Anderson1st Vice Pre
Susan WilliamsSecretary
Ernie BaconTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-2,066,957
Other Revenue
$0
Change in Net Assets
$-2,091,520

Audited Revenue Reconciliation

Revenue per Audited Statements
$-2,066,957
Total Revenue per Audited Statements
$-2,066,957
Total Revenue per Form 990
$-2,066,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,563
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$22,976--$22,976
Other Expenses-$1,587-$1,587
Total Functional Expenses$22,976$1,587$0$24,563

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,563
Total Expenses per Audited Statements$24,563
Total Expenses per Form 990$24,563
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
Cam Goodwin-haws Goodwin Inv MgmtBoard MemberEndowment Fund ManagNo-
HUNTER BATTLE-PEOPLE'S COMMERCEBoard MemberBank LoanNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
Yes
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 2

“Art haws cam goodwin partner partner haws goodwin investment mgt”

Form 990, Page 6, Part VI, Line 3

“Operations of historic carnton plantation association are managed on a day to day basis by battle of franklin trust.”

Form 990, Page 6, Part VI, Line 4

“On december 4, 2015 the state of tennessee office of the attorney general determined that it would not oppose the merger of historic carnton plantation (qualified non-survivor) with the battle of franklin trust (qualified survivor) in franklin. The acknowledgment of the merger was filed with the secretary of state on december 9, 2015.”

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

“Finance committee reviews and recommends approval, then it is taken to the board for review and approval prior to filing.”

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

“Board members are required to notify management of any potential conflicts. Management reviews actions which might lead to a conflict of interest and board members complete a conflict of interest disclosure statement annually.”

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 business hours at the administrative offices by appointment.”

Filing and Contact Details

Filer

Filer Name
Historic Carnton Plantation Assoc
EIN
62-1060911
Phone
6157940903
Address
1345 EASTERN FLANK CIRCLE, FRANKLIN, TN 37064

Signing Officer

Name
Eric Jacobson
Title
Executive Director
Phone
6157940309
Signed
2017-03-15

Organization Details

Principal Officer
Eric Jacobson
Formed
1977
Legal Domicile
Tn
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to boft -717,144 total -717,144”

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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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0782360
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0762104
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18669
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01587
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0776308
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0782360
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0697519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0776308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06204
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0632470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0697519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt065049
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0609247
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0632470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023222
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt024563
IRS990ScheduleD/RevenueSubtotalAmt0-2066957
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalExpensesPerForm990Amt024563
IRS990ScheduleD/TotalRevenuePerForm990Amt0-2066957
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-2066957
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024563
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0HUNTER BATTLE-PEOPLE'S COMMERCE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1CAM GOODWIN-HAWS GOODWIN INV MGMT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BANK LOAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1ENDOWMENT FUND MANAG
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ENDOWMENT FUND
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-12-09
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0270288159
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0762104
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0THE BATTLE OF FRANKLIN TRUST INC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt01345 EASTERN FLANK CIRCLE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0FRANKLIN
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0TN
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd037064
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART HAWS CAM GOODWIN PARTNER PARTNER HAWS GOODWIN INVESTMENT MGT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATIONS OF HISTORIC CARNTON PLANTATION ASSOCIATION ARE MANAGED ON A DAY TO DAY BASIS BY BATTLE OF FRANKLIN TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON DECEMBER 4, 2015 THE STATE OF TENNESSEE OFFICE OF THE ATTORNEY GENERAL DETERMINED THAT IT WOULD NOT OPPOSE THE MERGER OF HISTORIC CARNTON PLANTATION (QUALIFIED NON-SURVIVOR) WITH THE BATTLE OF FRANKLIN TRUST (QUALIFIED SURVIVOR) IN FRANKLIN. THE ACKNOWLEDGMENT OF THE MERGER WAS FILED WITH THE SECRETARY OF STATE ON DECEMBER 9, 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL, THEN IT IS TAKEN TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS ARE REQUIRED TO NOTIFY MANAGEMENT OF ANY POTENTIAL CONFLICTS. MANAGEMENT REVIEWS ACTIONS WHICH MIGHT LEAD TO A CONFLICT OF INTEREST AND BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS AT THE ADMINISTRATIVE OFFICES BY APPOINTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRANSFER TO BOFT -717,144 TOTAL -717,144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02834570
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt02834570
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01587
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022976
IRS990/TotalFunctionalExpensesGrp/TotalAmt024563
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02834570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt022976
IRS990/TotalRevenueGrp/ExclusionAmt021455
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-2088412
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-2066957
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02834570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02834570
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01345 EASTERN FLANK CIRCLE
IRS990/USAddress/CityNm0FRANKLIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037064
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.BATTLEOFFRANKLINTRUST.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06157940309
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC CARNTON PLANTATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0621060911
ReturnHeader/Filer/PhoneNum06157940903
ReturnHeader/Filer/USAddress/AddressLine1Txt01345 EASTERN FLANK CIRCLE
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261865984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARSONS & ASSOCIATES CPAS
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

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