2019-11-15T11:29:36-06:00 2019-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 340 SEVEN SPRINGS WAY SUITE 720 BRENTWOOD TN 37027 990 2018-07-01 620478087 ANDREW JACKSON FOUNDATION FORMERLY LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & CEO 6158892941 2019-11-15 1 LARRY MULLINS P00865882 6153708576 64.88.174.3 2019-11-15 11:29:24 CS P CE50CE3EFB8062D4245A7B95ED9623014158E975 6B5A03F80580E12BCF176D13BDDE2F2523CF31B9 2018 2020-04-17 16:48:07Z HOWARD J KITTELL 4580 RACHELS LANE HERMITAGE TN 37076 7486595 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 REPAIRS OF MANSION WINDOWS AND UPGRADE OF SPRINKLER, FIRE, AND SECURITY ALARM SYSTEMS, PROVIDE EDUCATIONAL PROGRAMS TO THE PUBLIC INCLUDING JR. DOCENT PROGRAM, HANDS-ON HISTORY, THE RACHEL VIRTUAL CLASS, HERMITAGE HOME SCHOOL DAYS, THE SCOUT SCAVENGER HUNT & THE DUEL, 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 AND VETERAN'S DAY PROGRAMS. 16 16 158 50 43600 42600 2391911 2590620 3747528 3602714 13080 23944 270743 427980 6423262 6645258 0 0 0 0 2907620 3086941 0 0 378358 2459816 2569639 5367436 5656580 1055826 988678 9601694 10709380 505225 592101 9096469 10117279 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 0 4714280 3982091 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 230,000 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR, INCLUDING OVER 11,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES. OVER 3,500 OF THESE GUESTS VISITED ON JANUARY 8TH WHICH IS AN ANNUAL FREE ADMISSION DAY. 4714280 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 1 0 0 0 0 0 0 0 0 1 51 0 158 1 1 1 0 0 0 0 1 1 0 0 0 0 X 16 16 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 1.00 X 0 0 0 FRANCES SPRADLEY BOARD MEMBER 1.00 X 0 0 0 GINA LODGE BOARD MEMBER 1.00 X 0 0 0 GUILFORD THORNTON JR BOARD MEMBER 1.00 X 0 0 0 THOMAS A NEGRI BOARD MEMBER 1.00 X 0 0 0 ANNE DAVIS BOARD MEMBER 1.00 X 0 0 0 MICHAEL R BESCHLOSS BOARD MEMBER 1.00 X 0 0 0 MARA LIASSON BOARD MEMBER 1.00 X 0 0 0 JON MEACHAM BOARD MEMBER 1.00 X 0 0 0 JANET AYERS BOARD MEMBER 1.00 X 0 0 0 MARTY DICKENS BOARD MEMBER 1.00 X 0 0 0 KATHLEEN ESTES BOARD MEMBER 1.00 X 0 0 0 HARRISON FRIST BOARD MEMBER 1.00 X 0 0 0 RODERICK HELLER III BOARD MEMBER 1.00 X 0 0 0 BRIAN KILMEADE BOARD MEMBER 1.00 X 0 0 0 JOHN NAU III BOARD MEMBER 1.00 X 0 0 0 BARBARA SIEG BOARD MEMBER 1.00 X 0 0 0 CAROL YOCHEM BOARD MEMBER 1.00 X 0 0 0 BO WATSON EX OFFICIO 1.00 X 0 0 0 TRE HARGETT EX OFFICIO 1.00 X 0 0 0 HOWARD J KITTELL PRESIDENT & CEO 50.00 X 183823 0 7069 ASHLEY MCANULTY TREASURY 1.00 X 0 0 0 BOB MCDONALD REGENT 1.00 X 0 0 0 CHARLES OVERBY VICE REGENT 1.00 X 0 0 0 183823 0 7069 1 0 1 0 CARRIAGE RIDES THROUGH TIME 4259 BATTLE TRAINING ROAD ELIZABETHTOWN KY 42701 HISTORIC CARRIAGE RIDES 100641 1 27425 163395 263381 2136419 34818 2590620 ADMISSIONS AND PROGRAM 900099 3593445 3593445 CAFE RENTAL 722210 9269 9269 3602714 16444 16444 142 142 44317 0 44317 44317 44317 7500 0 7500 7500 7500 130690 163395 171915 -41225 -41225 842653 669422 173231 139410 33821 OTHER INCOME 900099 251515 241736 9779 251515 6645258 3982091 43600 28947 190893 76357 57268 57268 2407399 1871785 326573 209041 60857 38404 13809 8644 242524 200475 25547 16502 185268 141162 24644 19462 6465 208 6257 17700 17700 5078 5078 531695 513079 13101 5515 316431 304043 5090 7298 227816 164453 38241 25122 68670 66034 1441 1195 371202 366735 2168 2299 43227 27430 8041 7756 594688 594688 82951 62623 11998 8330 AUDIO ROYALTIES 135606 135606 CREDIT CARD FEES 69097 64775 3722 600 FOOD 49658 49658 PRINTING 42479 29889 3264 9326 6876 6876 5656580 4714280 563942 378358 9799 56321 281626 1052094 1026965 1474055 43958 42283 218185 221432 12604 25442 16185048 9045472 6692926 7139576 526067 571948 789564 126229 9601694 10709380 282858 284930 17783 19397 61674 204584 226100 505225 592101 X 8206745 7761226 774697 2241026 115027 115027 9096469 10117279 9601694 10709380 988678 32132 0 X 0 1 X 1 0 X 752998 795619 1524453 2391911 2590620 8055601 752998 795619 1524453 2391911 2590620 8055601 1000474 7055127 59292 63107 63526 59000 70172 315097 79309 70516 -3686 22194 241736 410069 8780767 18700735 0.80350 0.88040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 115027 115027 90027 25000 115027 65027 25000 90027 65000 27 65027 65000 65000 0 0 281447 281447 11059090 6844909 4214181 503937 328006 175931 2854628 1571724 1282904 1485946 300833 1185113 7139576 ACCRUED SALARIES & WAGES 205222 SALES TAX PAYABLE 10906 ACCRUED UBIT 9972 226100 7518727 32132 841337 873469 6645258 0 6645258 6497917 841337 841337 5656580 0 5656580 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 669,422. SPECIAL EVENT EXPENSES 171,915. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 669,422. SPECIAL EVENT EXPENSES 171,915. GALA 190225 123852 66373 89464 SPRING OUTING 71360 39543 31817 71987 1 32500 32500 10464 294085 163395 130690 171915 171915 -41225 1 X X 0 0 0 0 0 0 0 0 0 HOWARD J KITTELL PRESIDENT & CEO 183823 0 0 0 0 0 0 0 7069 0 190892 0 0 0 X ADVERTISING 1 27869 COMPARABLE SALES X EVENT ALCOHOL 2 6950 COMPARABLE SALES 0 1 0 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.