2023-05-12T12:07:52-04:00 2022-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 340 SEVEN SPRINGS WAY STE 720 BRENTWOOD TN 370275098 990 2021-07-01 620478087 ANDREW JACKSON FOUNDATION FKA LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & CEO 6158892941 2022-05-12 true HOWARD KITTELL 999009999 LARRY D MULLINS P00865882 6153708576 2023-05-12 2021 2023-04-26 12:10:37Z HOWARD J KITTELL 4580 RACHELS LANE HERMITAGE TN 37076 6684017 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. 18 18 123 5 46184 45184 1685433 1588114 1707729 3338966 16486 -117501 910997 644833 4320645 5454412 0 0 2406386 2651188 0 672348 2300377 2813156 4706763 5464344 -386118 -9932 11010285 11435017 1398464 2171855 9611821 9263162 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 4240085 3338966 ENCOMPASSING ONE PRIMARY PROGRAM AND IN SUPPORT OF OUR MISSION, THE HERMITAGE WELCOMED OVER 144,500 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR INCLUDING OVER 11,100 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES. 4240085 true true false false false false false true false true true false false false true false 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 20 0 123 true true true false false false false true true false false false false false false false false X 18 18 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 198740 0 0 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 BOARD MEMBER 2.00 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 VICE REGENT 2.00 X X 0 0 0 WL GREY JR BOARD MEMBER 2.00 X 0 0 0 BRIAN KILMEADE BOARD MEMBER 2.00 X 0 0 0 PAM KOBAN BOARD MEMBER 2.00 X 0 0 0 MARA LIASSON BOARD MEMBER 2.00 X 0 0 0 BOB MCDONALD PAST REGENT 2.00 X 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 REGENT 2.00 X X 0 0 0 KATHLEEN ESTES SECRETARY 2.00 X X 0 0 0 198740 1 false true false JANI-KING JANITORIAL SERVICES 5560 FRANKLIN PIKE CIR BRENTWOOD TN 37027 JANITORIAL 111658 1 33365 34764 823425 696560 10014 1588114 ADMISSIONS AND PROGRAMS 3319195 3319195 CAFE RENTAL 19771 19771 3338966 32563 32563 28 28 65732 65732 65732 65732 302281 184268 268077 118013 -268077 -150064 -150064 328846 34764 128927 199919 785455 648333 137122 93285 43837 OTHER INCOME 239685 239685 VENDOR REVENUE SHARE 453220 2347 2347 242032 5454412 3328148 46184 292047 198740 79496 59622 59622 2071592 1700334 197074 174184 18076 13379 4542 155 167489 134412 23702 9375 195291 118333 65348 11610 15708 15708 9330 9330 255167 134434 60613 60120 357368 340199 3124 14045 308430 239285 46428 22717 76130 57212 3051 15867 599724 588157 4929 6638 18969 13106 2596 3267 614778 602482 6148 6148 156307 115618 29396 11293 BAD DEBTS 221195 221195 COGS EXPENSE - PROGRAMS 88471 32483 55988 CREDIT CARD FEES 74923 71155 3684 84 UB INCOME TAXES 10105 10105 6551 6511 40 5464344 4240085 551911 672348 282025 314667 2154047 820727 834147 611973 4566 10442 193756 155266 769 2204 16580751 10629738 6360572 5951013 764439 3277478 415964 291247 11010285 11435017 281496 253901 75901 1840953 42515 28692 998552 48309 1398464 2171855 X 8819071 8640277 792750 622885 9611821 9263162 11010285 11435017 X -9932 -338727 X false true X true false X 2391911 2590620 2250002 1685433 1588114 10506080 2391911 2590620 2250002 1685433 1588114 10506080 629119 9876961 59000 70172 69993 60136 32563 291864 44754 43600 22709 12421 304668 428152 22194 241736 53208 809988 848512 1975638 13201734 17924934 0.74820 0.81010 X PART II, LINE 10 OTHER INCOME 762,658 PPP LOAN FORGIVENESS 1,212,980 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 116968 102150 219118 115318 1650 116968 115027 291 115318 115027 115027 90027 25000 115027 false false 281447 281447 11345706 7742292 3603414 507537 385532 122005 2959695 2140239 819456 1486366 361675 1124691 5951013 ACCRUED SALARIES & WAGES 57099 ACCRUED UBIT 6710 SALES TAX PAYABLE -15500 48309 5857906 -338727 742221 403494 5454412 5454412 6206565 742221 742221 5464344 5464344 SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 648,333 SPECIAL EVENT EXPENSES 93,888 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 648,333 SPECIAL EVENT EXPENSES 93,888 FUNDRAISING - G 199550 11734 187816 73520 FUNDRAISING - S 164060 23030 141030 43698 363610 34764 328846 117218 117218 211628 X X false false false false false false false false false HOWARD J KITTELL PRESIDENT & CEO 188704 10036 198740 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 COST OF GOODS SOLD 648,333 SPECIAL EVENT EXPENSES 93,888 COST OF GOODS SOLD -648,333 SPECIAL EVENT EXPENSES -93,888