FURP.ORG / PUBLIC DATA EXPLORER

LOTZ HOUSE FOUNDATION: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LOTZ HOUSE FOUNDATION (EIN 26-3201844)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-14
IRS object ID
201341349349202274
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T16:32:30-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN621199757EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LATTIMORE BLACK MORGAN & CAIN PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1
CityBRENTWOODCity
StateTNState
ZIP Code370241869ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN263201844EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LOTZ HOUSE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOTZNameControl
Phone6157907190Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 COLUMBIA AVENUEAddressLine1
CityFRANKLINCity
StateTNState
ZIP Code37064ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN T THOMPSONName
TitleEXECUTIVE DIRECTORTitle
Phone6157907190Phone
Date Signed2013-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJILL HUDSONName
PTINP00061190PTIN
Phone6153774600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Schedule B Not RequiredXScheduleBNotRequired
Web SiteWWW.LOTZHOUSE.COMWebSite
Organization501c3XOrganization501c3
Gross Receipts150486GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc3393ContributionsGiftsGrantsEtc
Program Service Revenue92586ProgramServiceRevenue
Membership Dues6110MembershipDues
Fundraising Gross Income1000FundraisingGrossIncome
Special Events Direct Expenses358SpecialEventsDirectExpenses
Special Events Net Income Loss642SpecialEventsNetIncomeLoss
Gross Sales Of Inventory47397GrossSalesOfInventory
Cost Of Goods Sold21673CostOfGoodsSold
Gro Profit Loss Sales Of Inventory25724GroProfitLossSalesOfInventory
Total Revenue128455TotalRevenue
Salaries Other Comp Empl Benefits50705SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors11545FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint36742OccupancyRentUtilitiesAndMaint
Printing Publications Postage2356PrintingPublicationsPostage
Other Expenses Total40828OtherExpensesTotal
Total Expenses142176TotalExpenses
Excess Or Deficit For Year-13721ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY46085NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY32364NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY16805BOY
EOY5219EOY

Land And Buildings LandAndBuildings

FieldValueIRS element (for citing)
BOY11905BOY
EOY11409EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY26816BOY
EOY21536EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY55526BOY
EOY38164EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY9441BOY
EOY5800EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY46085BOY
EOY32364EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeTO PROTECT, PRESERVE, AND EDUCATE THE HISTORY AND CULTURE OF THE HISTORIC CIVIL WAR BATTLE OF FRANKLIN IN 1864.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
TO PRESERVE THE CIVIL WAR ERA DWELLING FOR FUTURE GENERATIONS TO LEARN ABOUT THE CIVIL WAR BATTLE OF FRAKLIN IN TENNESSEE.0107897
TO COLLECT AND ACQUIRE CIVIL WAR ERA FURNITURE AND OTHER ITEMS FOR DISPLAY AND EDUCATIONAL PURPOSES.00
TO MAINTAIN TOURS OF THE DWELLING AND THE GROUNDS FOR VISITORS AND TOURISTS TO LEARN OF THE BATTLE OF FRANKLIN IN 1864. PART OF THE BATTLE TOOK PLACE ON THE PROPERTY GROUNDS.027629
FieldValueIRS element (for citing)
Total Program Service Expenses135526TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN T THOMPSON
EXECUTIVE DIRECTOR / PRESI60.00000
SUSAN THOMPSON
SECRETARY6.00000
WARD BOONE
BOARD MEMBER0.50000
SUE ARMSTRONG THOMPSON
BOARD MEMBER10.00000
DENNIS FERRIER
BOARD MEMBER0.50000
MICHAEL KILBANE
BOARD MEMBER0.50000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonAMY B ELRODNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1750 OLD HICKORY BLVD SUITE 150AddressLine1
CityBRENTWOODCity
StateTNState
ZIP Code37027ZIPCode
FieldValueIRS element (for citing)
Telephone Number6153716100TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years92498CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years37284CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13735CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10075CurrentTaxYearMinus1Year
Current Tax Year9503CurrentTaxYear
Total163095Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6207CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28324CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years48021CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year123613CurrentTaxYearMinus1Year
Current Tax Year140983CurrentTaxYear
Total347148Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years98705CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years65608CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years61756CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year133688CurrentTaxYearMinus1Year
Current Tax Year150486CurrentTaxYear
Total510243Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years87252CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years19249CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6000CurrentTaxYearMinus2Years
Total112501Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years87252CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years19249CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6000CurrentTaxYearMinus2Years
Total112501Total
FieldValueIRS element (for citing)
Public Support Total509397742PublicSupportTotal509

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years98705CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years65608CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years61756CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year133688CurrentTaxYearMinus1Year
Current Tax Year150486CurrentTaxYear
Total510243Total
FieldValueIRS element (for citing)
First5 Years509XFirst5Years509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
INCOME FROM SALES OF INVENTORYFORM 990-EZ, PART I, LINE 7INCOME: GROSS RECEIPTS: 47,397. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 21,673. GROSS PROFIT: 25,724. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 21,673. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 21,673.
OCCUPANCY, RENT, UTILITIES AND MAINTENENCEFORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 5,514. DESCRIPTION: OTHER EXPENSES. AMOUNT: 31,228. TOTAL TO FORM 990-EZ, LINE 14: 36,742.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: BANKING FEES. AMOUNT: 2,474. DESCRIPTION: SUPPLIES. AMOUNT: 6,434. DESCRIPTION: WEBSITE. AMOUNT: 563. DESCRIPTION: ADVERTISING. AMOUNT: 14,509. DESCRIPTION: INSURANCE. AMOUNT: 5,270. DESCRIPTION: MEMBERSHIPS, DUES & SUBSCRIPTIONS. AMOUNT: 2,815. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 15. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,232. DESCRIPTION: MEALS. AMOUNT: 2,178. DESCRIPTION: TAXES & LICENSES. AMOUNT: 222. DESCRIPTION: RESEARCH. AMOUNT: 21. DESCRIPTION: CONFERENCE, CONVENTION & MEETING. AMOUNT: 2,340. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,755. TOTAL TO FORM 990-EZ, LINE 16: 40,828.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 2,426. END OF YEAR AMOUNT: 1,015. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 24,390. END OF YEAR AMOUNT: 20,521.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 7,684. END OF YEAR AMOUNT: 3,461. DESCRIPTION: OWED TO JT THOMPSON. BEG. OF YEAR AMOUNT: 765. END OF YEAR AMOUNT: 765. DESCRIPTION: AMERICAN EXPRESS PAYABLE. BEG. OF YEAR AMOUNT: 476. END OF YEAR AMOUNT: 532. DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 516. END OF YEAR AMOUNT: 1,042.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.Declaration