SB INITIATIVE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SB INITIATIVE (EIN 99-3175705)
Tax period: 2024-09-01 to 2025-08-31
Filed: 2026-07-15
IRS object ID: 202611969349302456
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-15T14:03:31-05:00	ReturnTs
Tax Period End	2025-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	621736974	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DEMPSEY VANTREASE & FOLLIS PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	630 S CHURCH ST STE 300	AddressLine1Txt
City	MURFREESBORO	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	371309409	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	993175705	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SB INITIATIVE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SBIN	BusinessNameControlTxt
Phone	6159727717	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 50475	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37205	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CANDACE REEVE	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	6159727717	PhoneNum
Signature	2026-07-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA S HACKNEY CPA	PreparerPersonNm
PTIN	P00346148	PTIN
Phone	6158936666	PhoneNum
Preparation	2026-07-14	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CANDACE REEVE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 50475	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37205	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,932,548	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTPS://WWW.SWANBALL.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2024	FormationYr
Legal Domicile State	TN	LegalDomicileStateCd
Activity Or Mission	THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTIONS 501(C)(3) OF THE IRS CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, AS DECIDED AND DETERMINED BY A MAJORITY VOTE OF THE THEN CURRENT EXECUTIVE COMMITTEE.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	200	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$66,300	PYContributionsGrantsAmt
CY Contributions Grants	$2,618,238	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$4,432	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	-$1,012,706	CYOtherRevenueAmt
PY Total Revenue	$66,300	PYTotalRevenueAmt
CY Total Revenue	$1,609,964	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,000,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$32,769	PYOtherExpensesAmt
CY Other Expenses	$605,003	CYOtherExpensesAmt
PY Total Expenses	$32,769	PYTotalExpensesAmt
CY Total Expenses	$1,605,003	CYTotalExpensesAmt
PY Revenues Less Expenses	$33,531	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,961	CYRevenuesLessExpensesAmt
Total Assets BOY	$51,749	TotalAssetsBOYAmt
Total Assets EOY	$1,223,743	TotalAssetsEOYAmt
Total Liabilities BOY	$18,218	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,185,251	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$33,531	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$38,492	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTIONS 501(C)(3) OF THE IRS CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, AS DECIDED AND DETERMINED BY A MAJORITY VOTE OF THE THEN CURRENT EXECUTIVE COMMITTEE.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,000,000	ExpenseAmt
Grant	$1,000,000	GrantAmt
Desc	THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTIONS 501(C)(3) OF THE IRS CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, AS DECIDED AND DETERMINED BY A MAJORITY VOTE OF THE THEN CURRENT EXECUTIVE COMMITTEE.	Desc
Total Program Service Expenses	$1,000,000	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6159727717	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 50475	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37205	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KATHRYN BROWN
PRESIDENT (CO-CHAIR)	30.00	Yes (X)	Yes (X)	$0	$0	$0
ELIZABETH NICHOLS
PRESIDENT (CO-CHAIR)	30.00	Yes (X)	Yes (X)	$0	$0	$0
KATHLEEN ESTES
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
JULIE WALKER
TREASURER	10.00	Yes (X)	Yes (X)	$0	$0	$0
BETH ALEXANDER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
LAUREL BUNTIN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KARYN FRIST
DIRECTOR	1.00	Yes (X)		$0	$0	$0
PEGGY KINNARD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JENNIE MCCABE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SISSY WILSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JULIE STADLER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JEAN BOTTORFF
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JANA DAVIS
DIRECTOR	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WADDEY ACHESON	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1030 16TH AVENUE S SUITE 300	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37212	ZIPCd

Field	Value	IRS element (for citing)
Services	LEGAL SERVICES	ServicesDesc
Compensation	$124,023	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,736,559	FundraisingAmt
All Other Contributions	$881,679	AllOtherContributionsAmt
Noncash Contributions	$907,738	NoncashContributionsAmt
Total Contributions	$2,618,238	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,432	TotalRevenueColumnAmt
Exclusion	$4,432	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,309,878	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,736,559	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$2,322,584	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,012,706	TotalRevenueColumnAmt
Exclusion	-$1,012,706	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,609,964	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$1,008,274	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,000,000	TotalAmt
Program Services	$1,000,000	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$393,967	TotalAmt
Management And General	$393,967	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$4,373	TotalAmt
Management And General	$4,373	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$112,682	TotalAmt
Management And General	$112,682	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$15,700	TotalAmt
Management And General	$15,700	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,655	TotalAmt
Management And General	$5,655	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$13,645	TotalAmt
Management And General	$13,645	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,712	TotalAmt
Management And General	$2,712	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BANK FEES	$29,696	$29,696
DUES AND SUBSCRIPTIONS	$18,675	$18,675
MISCELLANEOUS	$7,898	$7,898

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,605,003	TotalAmt
Program Services	$1,000,000	ProgramServicesAmt
Management And General	$605,003	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$20,249	BOYAmt
EOY	$1,182,843	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$24,300	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$3,800	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$12,800	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$31,500	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$51,749	BOYAmt
EOY	$1,223,743	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,618	BOYAmt
EOY	$10,251	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
EOY	$1,000,000	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$10,600	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
EOY	$175,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$18,218	BOYAmt
EOY	$1,185,251	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$33,531	BOYAmt
EOY	$38,492	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$33,531	BOYAmt
EOY	$38,492	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$51,749	BOYAmt
EOY	$1,223,743	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$4,961	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$66,300	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,618,238	CurrentTaxYearAmt
Total	$2,684,538	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$66,300	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,618,238	CurrentTaxYearAmt
Total	$2,684,538	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$24,938	SubstantialContributorsTotAmt
Public Support Total170	$2,659,600	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$4,432	CurrentTaxYearAmt
Total	$4,432	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,688,970	TotalSupportAmt
Gross Receipts Rltd Activities	$1,309,878	GrossReceiptsRltdActivitiesAmt
First5 Years170	Yes (X)	First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, SHORT YEAR EXPLANATION:	FormAndLineReferenceDesc
Explanation	INITIAL RETURN WAS A SHORT YEAR - FILING PERIOD MAY 23, 2024 THROUGH AUGUST 31, 2024.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,316,620	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$384,072	DonatedServicesAndUseFcltsAmt
Other Revenue	$2,322,584	OtherRevenueAmt
Revenue Not Reported	$2,706,656	RevenueNotReportedAmt
Revenue Subtotal	$1,609,964	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,609,964	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,311,659	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$384,072	DonatedServicesUseFcltsAmt
Other Expenses Included	$2,322,584	OtherExpensesIncludedAmt
Expenses Not Reported	$2,706,656	ExpensesNotReportedAmt
Expenses Subtotal	$1,605,003	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,605,003	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND CLASSIFICATION BY THE INTERNAL REVENUE SERVICE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES IN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AS OF AUGUST 31, 2025, THE ORGANIZATION HAS ACCRUED NO INTEREST AND NO PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION FILES A U.S. FEDERAL INFORMATION TAX RETURN. THE ORGANIZATION IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	FUNDRAISING EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:	FUNDRAISING EXPENSES

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SWAN BALL	Event1Nm
Gross Receipts Event1	$1,802,819	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,572,518	CharitableContriEvent1Amt
Gross Revenue Event1	$230,301	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$419,918	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$170,152	FoodAndBeverageEvent1Amt
Entertainment Event1	$758,116	EntertainmentEvent1Amt
Other Direct Expenses Event1	$456,810	OtherDirectExpensesEvent1Amt
Event2	AUCTION	Event2Nm
Gross Receipts Event2	$848,047	GrossReceiptsEvent2Amt
Charitable Contri Event2	$44,555	CharitableContriEvent2Amt
Gross Revenue Event2	$803,492	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$28,548	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$34,944	FoodAndBeverageEvent2Amt
Entertainment Event2	$23,173	EntertainmentEvent2Amt
Other Direct Expenses Event2	$84,726	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$395,571	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$119,486	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$276,085	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$99,575	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$68,223	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$32,903	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$145,496	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$3,046,437	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,736,559	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,309,878	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$548,041	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$273,319	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$814,192	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$687,032	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$2,322,584	DirectExpenseSummaryEventsAmt
Net Income Summary	-$1,012,706	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FRIENDS OF WARNER PARKS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 VAUGHN ROAD	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37221	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	621333658	RecipientEIN
IRC Section	3	IRCSectionDesc
Cash Grant	$1,000,000	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	GENERAL DONATION	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION PROVIDES GRANTS TO DESIGNATED ORGANIZATIONS VIA A RESTRICTED USE LETTER. THE ORGANIZATION WILL REQUEST APPROPRIATE RECORD KEEPING AND REQUEST UPDATES ON USE.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$22,275	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$164,320	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$8,737	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	TRAVEL AND EVENT PACKAGES	95	$537,914	FMV
Yes (X)	ALCOHOL AND FOOD	46	$95,787	FMV
Yes (X)	JEWERLY	10	$78,705	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	THE PRIOR YEAR RETURN WAS AN INITIAL SHORT-PERIOD RETURN FILED BEFORE THE ORGANIZATION COMMENCED PROGRAM SERVICE ACTIVITIES. THE ORGANIZATION ONLY HAD ONE PROGRAM SERVICE THIS FISCAL YEAR AS DESCRIBED IN PART III, LINE 4A.
FORM 990, PART VI, SECTION A, LINE 2	KATHRYN BROWN AND JULIE STADLER ARE SISTERS
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 IS PRESENTED TO THE BOARD ONCE COMPLETED PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION ANNUALLY REVIEWS POTENTIAL CONFLICTS OF INTEREST WITH BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.