BATTLE OF FRANKLIN TRUST INC

EIN: 270288159 501(c)(3) Arts, Culture & Humanities

FRANKLIN, TN

Total Revenue
$2,122,006
Total Expenses
$1,979,003
Total Assets
$8,465,891
Net Assets
$8,454,291
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
TN
Principal Officer
ERIC JACOBSON
Phone
6157940903
Tax Period
2024-07-01 to 2025-06-30

BATTLE OF FRANKLIN TRUST INC, founded in 2009, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $2.0M left a modest 7% surplus.

Mission

TO PRESERVE, UNDERSTAND AND INTERPRET THE STORY OF A PEOPLE IMPACTED BY THE AMERICAN CIVIL WAR.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $424,132
Program Service Revenue $1,466,643
Investment Income $83,158
Other Revenue $148,073
TOTAL REVENUE $2,122,006

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,237,078
Fundraising Expenses $225,716
Program Expenses $1,643,568
Other Expenses $741,925
TOTAL EXPENSES $1,979,003

Year-over-Year Comparison

2024 2023 Change
Revenue $2,122,006 $1,999,450 +0.1%
Expenses $1,979,003 $2,061,467 0.0%
Net Income $143,003 $-62,017 -3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
37
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$142,829
Total Directors
14
$0
Key Employees
1
$142,829
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC JACOBSON CEO 40.00
Officer Key Emp
$142,829 $0 $142,829
STEVE BACON BOARD MEMBER 3.00
Director
$0 $0 $0
MATT BROWN BOARD MEMBER 3.00
Director
$0 $0 $0
GARY BURKE BOARD MEMBER 3.00
Director
$0 $0 $0
CARRIS CAMPBELL BOARD MEMBER 3.00
Director
$0 $0 $0
PAUL GADDIS BOARD MEMBER 3.00
Director
$0 $0 $0
DANA JURIEW BOARD MEMBER 3.00
Director
$0 $0 $0
MATT ROBERTS BOARD MEMBER 3.00
Director
$0 $0 $0
LANCE SHELBY BOARD MEMBER 3.00
Director
$0 $0 $0
JAY SHERIDAN BOARD MEMBER 3.00
Director
$0 $0 $0
LAUREN WARD BOARD MEMBER 3.00
Director
$0 $0 $0
SAM WHITSON BOARD MEMBER 3.00
Director
$0 $0 $0
TIM KEARNS CHAIR 5.00
Officer Director
$0 $0 $0
REVIDA RAHMAN VICE CHAIR 5.00
Officer Director
$0 $0 $0
JOHN BOWERS SECRETARY 5.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,122,006 $1,979,003 $8,465,891 $143,003
2024 $1,999,450 $2,061,467 $8,263,486 $-62,017
2023 $2,664,822 $1,900,855 $8,144,539 $763,967
2022 $2,394,985 $1,881,900 $7,284,567 $513,085
2021 $1,661,638 $1,306,023 $7,482,314 $355,615
2020 $1,691,240 $1,532,858 $6,719,122 $158,382
2019 $1,846,530 $1,660,303 $6,593,739 $186,227
2018 $1,720,375 $1,541,812 $6,491,306 $178,563
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