2020-11-16T10:27:46-06:00 2020-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 340 SEVEN SPRINGS WAY SUITE 720 BRENTWOOD TN 37027 990 2019-07-01 620478087 ANDREW JACKSON FOUNDATION FORMERLY LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & CEO 6158892941 2020-11-16 1 LARRY MULLINS P00865882 6153708576 64.88.174.3 2020-11-16 10:27:34 CS P 449F25506745F77E9BB18FA8B9AAF4A9472384C4 4D4AAA147ACDF3051A5F68DE49CF8EDED22A6F64 2019 2021-01-29 14:40:06Z HOWARD J KITTELL 4580 RACHELS LANE HERMITAGE TN 37076 5781180 0 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. 20 20 184 5 27709 26709 2590620 2250002 3602714 2729241 23944 7639 427980 107524 6645258 5094406 0 0 0 0 3086941 2986988 0 0 349934 2569639 2382448 5656580 5369436 988678 -275030 10709380 11289800 592101 1446137 10117279 9843663 X THE MISSION OF THE ANDREW JACKSON FOUNDATION, A NON-PROFIT ORGANIZATION FOUNDED IN 1889, IS TO PRESERVE THE HOME OF ANDREW JACKSON AND TO SERVE AS A LEARNING RESOURCE FOR THE DIVERSE PUBLIC. WE WILL ENGAGE THE PUBLIC THROUGH PRESERVATION, EXHIBITIONS, EDUCATION, RESEARCH AND PUBLICATIONS TO INCREASE THE UNDERSTANDING OF THE COMPLEX ISSUES OF ANDREW JACKSON AND HIS TIMES, TO DISCUSS THEIR RELATIONSHIP TO ISSUES AND EVENTS OF TODAY, AND TO INSPIRE CULTURAL CITIZENSHIP. 0 1 4482514 2810662 THE HERMITAGE IS THE HOME AND FARM OF PRESIDENT ANDREW JACKSON, 7TH PRESIDENT OF THE UNITED STATES AND HERO OF THE BATTLE OF NEW ORLEANS DURING THE WAR OF 1812. THE 1,120-ACRE NATIONAL HISTORIC LANDMARK SITE INCLUDES JACKSON'S ENTIRE TENNESSEE ANTEBELLUM COTTON PLANTATION AS WELL AS NUMEROUS ARCHITECTURAL AND ARCHAEOLOGICAL TREASURES. THE HERMITAGE WELCOMED OVER 127,000 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR, INCLUDING OVER 5,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES. OVER 1,500 OF THESE GUESTS VISITED ON JANUARY 8TH WHICH IS AN ANNUAL FREE ADMISSION DAY. 4482514 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 83 0 184 1 1 1 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X DONNA CENTER 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 CAROL DANIELS BOARD MEMBER 2.00 X 0 0 0 FRANCES SPRADLEY BOARD MEMBER 5.00 X 0 0 0 THOMAS A NEGRI BOARD MEMBER 2.00 X 0 0 0 ANNE DAVIS BOARD MEMBER 2.00 X 0 0 0 MICHAEL R BESCHLOSS BOARD MEMBER 2.00 X 0 0 0 MARA LIASSON BOARD MEMBER 2.00 X 0 0 0 JON MEACHAM BOARD MEMBER 2.00 X 0 0 0 CHARLES OVERBY BOARD MEMBER 2.00 X 0 0 0 JANET AYERS BOARD MEMBER 2.00 X 0 0 0 MARTY DICKENS BOARD MEMBER 2.00 X 0 0 0 KATHLEEN ESTES BOARD MEMBER 2.00 X 0 0 0 HARRISON FRIST BOARD MEMBER 2.00 X 0 0 0 RODERICK HELLER III BOARD MEMBER 2.00 X 0 0 0 BRIAN KILMEADE BOARD MEMBER 2.00 X 0 0 0 JOHN NAU III BOARD MEMBER 2.00 X 0 0 0 BARBARA SIEG BOARD MEMBER 2.00 X 0 0 0 CAROL YOCHEM BOARD MEMBER 2.00 X 0 0 0 BO WATSON EX OFFICIO 2.00 X 0 0 0 TRE HARGETT EX OFFICIO 2.00 X 0 0 0 C DALE ALLEN BOARD MEMBER 2.00 X 0 0 0 HOWARD J KITTELL PRESIDENT & CEO 50.00 X 170625 0 13029 ASHLEY MCANULTY TREASURER 2.00 X 0 0 0 BOB MCDONALD REGENT 2.00 X 0 0 0 170625 0 13029 1 0 1 0 CARRIAGE RIDES THROUGH TIME 4259 BATTLE TRAINING ROAD ELIZABETHTOWN KY 42701 HISTORIC CARRIAGE RIDES 133068 1 23765 140448 160882 1924907 17307 2250002 ADMISSIONS AND PROGRAM 900099 2724913 2724913 CAFE RENTAL 722210 4328 4328 2729241 19927 19927 132 132 45606 0 45606 45606 45606 68967 81255 -12288 -12288 -12288 53352 140448 117312 -63960 -63960 550246 488207 62039 44829 17210 OTHER INCOME 900099 63707 53208 10499 63707 5094406 2810662 27709 6033 183654 73462 55096 55096 2347711 1835074 323147 189490 61066 40061 14289 6716 216564 177495 23353 15716 177993 138395 22274 17324 7299 3235 4064 17700 17700 5398 5398 444700 416237 12174 16289 300851 299022 1829 176445 134768 26360 15317 79483 78132 29 1322 358585 353728 2702 2155 27203 17889 6962 2352 1837 1837 614112 614112 99846 75695 14646 9505 AUDIO ROYALTIES 85458 85458 CREDIT CARD FEES 65027 58187 6825 15 PRINTING 42791 25851 132 16808 CATERING AND EQUIPMENT 41591 41591 14122 14122 5369436 4482514 536988 349934 56321 149342 1052094 1658218 1474055 1570008 42283 1142 221432 230372 25442 4309 16523742 9659584 7139576 6864158 571948 558328 126229 253923 10709380 11289800 284930 281766 19397 10846 61674 48085 226100 1105440 592101 1446137 X 7761226 6464353 2356053 3379310 10117279 9843663 10709380 11289800 -275030 1414 0 X 0 1 X 1 0 X 795619 1524453 2391911 2590620 2250002 9552605 795619 1524453 2391911 2590620 2250002 9552605 752609 8799996 63107 63526 59000 70172 69993 325798 16378 25737 44754 43600 22709 153178 70516 -3686 22194 241736 53208 383968 10415549 18749602 0.84490 0.80350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 115027 291 115318 115027 115027 90027 25000 115027 65027 25000 90027 65000 27 65027 0 0 281447 281447 11349306 7147932 4201374 503937 349108 154829 2903107 1841429 1061678 1485945 321115 1164830 6864158 ACCRUED SALARIES & WAGES 267505 SALES TAX PAYABLE 26 ACCRUED UBIT 1409 LINE OF CREDIT 230000 PAYCHECK PROTECTION PROGRAM PAYABLE 606500 1105440 5701338 1414 605518 606932 5094406 0 5094406 5974954 605518 605518 5369436 0 5369436 PART III, LINE 1A: VALUES ATTRIBUTABLE TO HISTORIC SITES (TRANSFERRED TO THE ASSOCIATION BY THE STATE OF TENNESSEE) ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS SINCE THE VALUES TO SUCH HISTORICAL TREASURES ARE NOT GENERALLY MEASURABLE IN MONETARY TERMS. PART III, LINE 4: THE 1,120-ACRE NATIONAL HISTORIC LANDMARK SITE INCLUDES ANDREW JACKSON'S ENTIRE TENNESSEE ANTEBELLUM COTTON PLANTATION, AS WELL AS, NUMEROUS ARCHITECTURAL AND ARCHAEOLOGICAL TREASURES. THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO PRESERVE THIS HOME AND TO SERVE AS A LEARNING RESOURCE FOR THE DIVERSE PUBLIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 488,206. SPECIAL EVENT EXPENSES 117,312. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 488,206. SPECIAL EVENT EXPENSES 117,312. GALA 176300 140448 35852 110329 17500 17500 6983 193800 140448 53352 117312 117312 -63960 1 X X 0 0 0 0 0 0 0 0 0 HOWARD J KITTELL PRESIDENT & CEO 170625 0 0 0 0 0 0 0 13029 0 183654 0 0 0 FORM 990, PART III, LINE 3 OPERATIONS CLOSED ON MARCH 16 TO THE STAFF AND PUBLIC DUE TO COVID-19 SAFETY. THE SITE REOPENED ON JUNE 11 FOR LIMITED GROUNDS PASSES TO OUTSIDE AREAS ONLY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD ITSELF AT ITS ANNUAL MEETING. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE TRAINED ON POLICY AND PROCEDURE WHICH CONTAINS THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 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, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FINANCIAL INFORMATION IS ALSO DISCLOSED IN THE ANNUAL REPORT.