2024-02-02T16:48:56-05:00 2023-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 340 SEVEN SPRINGS WAY STE 720 BRENTWOOD TN 370275098 990 2022-07-01 620478087 ANDREW JACKSON FOUNDATION FKA LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & CEO 6158892941 2024-02-02 true HOWARD KITTELL 999009999 true LARRY D MULLINS P00865882 6153708576 2024-02-02 2022 2023-04-26 12:10:37Z HOWARD J KITTELL 4580 RACHELS LANE HERMITAGE TN 37076 13758887 false X HTTP://WWW.THEHERMITAGE.COM X 1889 TN TO PRESERVE THE 1,120 ACRE HISTORIC PROPERTY, MAINTAIN AND PRESERVE THE HERMITAGE MANSION AND 27 OTHER STRUCTURES AND COLLECTIONS INCLUDING NEW EXTERIOR PAINT AND INSTALLING A LIGHTNING PREVENTION SYSTEM, PROVIDE EDUCATIONAL PROGRAMS TO THE PUBLIC INCLUDING JR. DOCENT PROGRAM, HANDS-ON HISTORY, THE RACHEL VIRTUAL CLASS, HERMITAGE HOME SCHOOL DAYS, MAKE THE SITE AVAILABLE TO 220,000+/- GUESTS ANNUALLY, AND HOST EVENTS, PROGRAMS AND ACTIVITIES THAT INSPIRE A LOVE OF AMERICAN HISTORY INCLUDING BLACK HISTORY MONTH, THE BATTLE OF NEW ORLEANS AND VETERAN'S DAY PROGRAMS. 26 26 117 35 72044 58988 1588114 4176068 3338966 3835108 -117501 67453 644833 564432 5454412 8643061 2241 0 2651188 3254604 0 401693 2813156 2764433 5464344 6021278 -9932 2621783 11435017 14646951 2171855 2512808 9263162 12134143 THE MISSION OF THE ANDREW JACKSON FOUNDATION IS TO PRESERVE THE HOME PLACE OF ANDREW JACKSON, TO CREATE LEARNING OPPORTUNITIES, AND TO INSPIRE CITIZENSHIP THROUGH EXPERIENCING THE LIFE AND UNIQUE IMPACT OF JACKSON. false false 4974885 2241 3835108 ENCOMPASSING ONE PRIMARY PROGRAM AND IN SUPPORT OF OUR MISSION, THE HERMITAGE WELCOMED OVER 170,800 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR INCLUDING OVER 14,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES. 4974885 true true false false false false false true false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 33 0 117 true true true false false false false true true false false false false false false false false X 26 26 false false false false false true false true true false false true true true true true true true true false TN X DEBRA MICHAELS 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & 50.00 X 189519 0 14428 SUSAN ABASHAM BOARD MEMBER 2.00 X 0 0 0 JANET AYERS BOARD MEMBER 2.00 X 0 0 0 MAREES CHOPPIN BOARD MEMBER 2.00 X 0 0 0 JEFF DAHLGREN BOARD MEMBER 2.00 X 0 0 0 KARL F DEAN BOARD MEMBER 2.00 X 0 0 0 ANDREW JACKSON AJ DONELSON BOARD MEMBER 2.00 X 0 0 0 DJ FARRIS BOARD MEMBER 2.00 X 0 0 0 IRWIN E FISHER VICE REGENT 2.00 X X 0 0 0 JIM FREE BOARD MEMBER 2.00 X 0 0 0 HARRISON FRIST BOARD MEMBER 2.00 X 0 0 0 JAMES A HALTOM BOARD MEMBER 2.00 X 0 0 0 TRE HARGETT EX OFFICIO 2.00 X 0 0 0 JOHN NAU III REGENT 2.00 X X 0 0 0 WL GRAY JR BOARD MEMBER 2.00 X 0 0 0 BRIAN KILMEADE BOARD MEMBER 2.00 X 0 0 0 PAM KOBAN SECRETARY 2.00 X X 0 0 0 MARA LIASSON BOARD MEMBER 2.00 X 0 0 0 BOB MCDONALD BOARD MEMBER 2.00 X 0 0 0 MICHAEL SHANE NEAL BOARD MEMBER 2.00 X 0 0 0 CHARLES OVERBY BOARD MEMBER 2.00 X 0 0 0 DEEDEE WADE BOARD MEMBER 2.00 X 0 0 0 BO WATSON EX OFFICIO 2.00 X 0 0 0 SUSAN H WHITAKER BOARD MEMBER 2.00 X 0 0 0 KURT WINSTEAD BOARD MEMBER 2.00 X 0 0 0 CAROL YOCHEM PAST REGENT 2.00 X X 0 0 0 KATHLEEN ESTES BOARD MEMBER 2.00 X 0 0 0 189519 14428 1 false true false THE COMFORT GROUP 659 THOMPSON LN NASHVILLE TN 37204 CONSTRUCTION 843873 AMERICAN CONSTRUCTORS INC 5203 MARYLAND WAY STE 210 BRENTWOOD TN 37027 CONSTRUCTION 519881 WASCO INC 1122 2ND AVE N NASHVILLE TN 37208 CONSTRUCTION 243492 SPEAK CREATIVE 1625 BROADWAY UNIT 510 NASHVILLE TN 37203 WEBSITE HOST 105650 4 45346 2432532 1698190 3436 4176068 ADMISSIONS AND PROGRAMS 3820308 3820308 CAFE RENTAL 14800 14800 3835108 102876 102876 499 499 65317 65317 65317 65317 4345387 4312855 67955 32532 -67955 -35423 -67955 32532 118660 52801 65859 914776 682215 232561 205229 27332 OTHER INCOME 155484 155484 VENDOR REVENUE SHARE 453220 44712 44712 200196 8643061 4022899 72044 306191 2241 2241 203947 81579 61184 61184 2573943 2114518 272791 186634 32056 25616 6440 245580 201499 25732 18349 199078 156843 25847 16388 27198 27198 19639 19639 172094 114214 43663 14217 408038 391516 2638 13884 344867 270741 37968 36158 67883 43506 5529 18848 750588 742689 3988 3911 2423 1863 560 1142 64 1078 647629 634677 6476 6476 167824 128678 27848 11298 CREDIT CARD FEES 75016 59151 2647 13218 BAD DEBTS 72634 72634 PAYROLL PROCESSING FEES 8439 6471 1400 568 INSTITUATIONAL MEMBERSHIP 680 680 -1661 -1661 6021278 4974885 644700 401693 314667 1373114 820727 947323 611973 364046 10442 4390 155266 188839 2204 88948 17319963 10815452 5951013 6504511 3277478 3945079 291247 1230701 11435017 14646951 253901 409624 1840953 2001807 28692 13824 48309 87553 2171855 2512808 X 8640277 10450225 622885 1683918 9263162 12134143 11435017 14646951 X 2621783 280325 -31127 X false true X true false X 2590620 2250002 1685433 1588114 4176068 12290237 2590620 2250002 1685433 1588114 4176068 12290237 1753502 10536735 70172 69993 60136 32563 102876 335740 43600 22709 12421 304668 229771 613169 241736 53208 809988 848512 200196 2153640 15392786 18722087 0.68450 0.74820 X PART II, LINE 10 OTHER INCOME 940,660 PPP LOAN FORGIVENESS 1,212,980 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9307696 X false 219118 1000020 1219138 116968 102150 219118 115318 1650 116968 115027 291 115318 115027 115027 false false 281447 281447 12241466 7864063 4377403 393695 312728 80967 2912408 2256705 655703 1490947 381956 1108991 6504511 CONSTRUCTION/WORK IN PROGRESS 1159466 REMAINDER TRUST ASSETS 71235 1230701 ACCRUED SALARIES & WAGES 71952 SALES TAX PAYABLE 10552 ACCRUED UBIT 5049 87553 X 9614089 280325 741469 1021794 8592295 19639 31127 50766 8643061 6743108 741469 741469 6001639 19639 19639 6021278 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ("THE CODE") AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTIONS 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE FOUNDATION'S PRIMARY SOURCE OF UNRELATED BUSINESS INCOME IS A PORTION OF THE MUSEUM STORE'S ACTIVITY. THE FOUNDATION'S EXPENSE FOR FEDERAL INCOME TAX ON UNRELATED BUSINESS ACTIVITIES TOTALED 5,976 AND 10,105 FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, RESPECTIVELY. THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN (FORM 990) AND AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE U.S. GOVERNMENT. AT JUNE 30, 2023, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. TAX EXAMINATIONS OF THESE RETURNS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS WHICH ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 688,668 SPECIAL EVENT EXPENSES 52,801 SCHEDULE D, PAGE 4, PART XI, LINE 4B BOOK/TAX DIFFERENCES 31,127 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 688,668 SPECIAL EVENT EXPENSES 52,801 FUNDRAISING - S 118660 118660 52801 118660 118660 52801 52801 65859 X X false false false false false false false false false HOWARD J KITTELL PRESIDENT & CEO 189519 14428 203947 FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD ITSELF AT ITS ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE CEO AND THE VP OF FINANCE. THE 990 IS ALSO MADE AVAILABLE TO THE BOARD TO REVIEW BEFORE IT IS SIGNED. FORM 990, PAGE 6, PART VI, LINE 12C NEW BOARD MEMBERS ARE TRAINED ON POLICY AND PROCEDURE WHICH CONTAINS THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO IS REVIEWED BY A BOARD COMMITTEE AND ITEMS ADDRESSED IN THE MULTI- YEAR CONTRACT ARE ASSESSED. FOR SALARIES OF CEO AND OTHER EXECUTIVES, MARKET VALUES ARE DETERMINED WITHIN BUDGET CONSTRAINTS AND COMPARABLE POSITIONS IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 15B FOR SALARIES OF CEO AND OTHER EXECUTIVES,MARKET VALUES ARE DETERMINED WITHIN BUDGET CONSTRAINTS AND COMPARABLE POSITIONS IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. FINANCIAL INFORMATION IS ALSO DISCLOSED IN THE ANNUAL REPORT. FORM 990, PART XI, LINE 9 BOOK/TAX DIFFERENCES -31,127