LOTZ HOUSE FOUNDATION: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOTZ HOUSE FOUNDATION (EIN 26-3201844)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201121369349201777
- Schema version
- 2010v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:16:30-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATTIMORE BLACK MORGAN & CAIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1869 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 370241869 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263201844 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOTZ HOUSE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOTZ | NameControl |
| Phone | 6152424400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 COLUMBIA AVENUE | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37064 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN T THOMPSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6152424400 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELISSA B COTHRAN | Name |
| Phone | 6153774600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.LOTZHOUSE.COM | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 61757 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 6100 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 28656 | ProgramServiceRevenue |
| Membership Dues | 7635 | MembershipDues |
| Fundraising Gross Income | 1693 | FundraisingGrossIncome |
| Special Events Net Income Loss | 1693 | SpecialEventsNetIncomeLoss |
| Gross Sales Of Inventory | 17673 | GrossSalesOfInventory |
| Cost Of Goods Sold | 8837 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 8836 | GroProfitLossSalesOfInventory |
| Total Revenue | 52920 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 3338 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 16926 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 2883 | PrintingPublicationsPostage |
| Other Expenses Total | 19768 | OtherExpensesTotal |
| Total Expenses | 42915 | TotalExpenses |
| Excess Or Deficit For Year | 10005 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 27203 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 37208 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3235 | BOY |
| EOY | 8663 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8829 | BOY |
| EOY | 7992 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17680 | BOY |
| EOY | 23325 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29744 | BOY |
| EOY | 39980 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2541 | BOY |
| EOY | 2772 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27203 | BOY |
| EOY | 37208 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO 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 AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| TO PRESERVE THE CIVIL WAR ERA DWELLING FOR FUTURE GENERATIONS TO LEARN ABOUT THE CIVIL WAR BATTLE OF FRAKLIN IN TENNESSEE. | 0 | 30194 |
| TO COLLECT AND ACQUIRE CIVIL WAR ERA FURNITURE AND OTHER ITEMS FOR DISPLAY AND EDUCATIONAL PURPOSES. | 0 | 0 |
| 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. | 0 | 12721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 42915 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN T THOMPSON | ||||||||
| 5848 BEAUREGARD DRIVE | NASHVILLE | TN | 37215 | EXECUTIVE DIRECTOR / PRESI | 60.00 | 0 | 0 | 0 |
| SUSAN THOMPSON | ||||||||
| 5848 BEAUREGARD DRIVE | NASHVILLE | TN | 37215 | SECRETARY | 6.00 | 0 | 0 | 0 |
| SUSAN KEEL | ||||||||
| 209 10TH AVENUE S STE 323 | NASHVILLE | TN | 37203 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| WARD BOONE | ||||||||
| 2694 PARADISE DRIVE | SPRING HILL | TN | 37174 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| SUE ARMSTRONG THOMPSON | ||||||||
| 427 BELFAST STREET | LEWISBURG | TN | 37091 | BOARD MEMBER | 10.00 | 0 | 0 | 0 |
| DENNIS FERRIER | ||||||||
| 405 HIAWATHA CT | NASHVILLE | TN | 37221 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| MICHAEL KILBANE | ||||||||
| 8936 SAWYER BROWN ROAD | NASHVILLE | TN | 37221 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMY B ELROD | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 OLD HICKORY BLVD SUITE 150 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6153716100 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 92498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13735 | CurrentTaxYear |
| Total | 143517 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 6207 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48021 | CurrentTaxYear |
| Total | 82552 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 98705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65608 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61756 | CurrentTaxYear |
| Total | 226069 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 87252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19249 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6000 | CurrentTaxYear |
| Total | 112501 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 87252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19249 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6000 | CurrentTaxYear |
| Total | 112501 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 113568 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 98705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65608 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61756 | CurrentTaxYear |
| Total | 226069 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INCOME FROM SALES OF INVENTORY | FORM 990-EZ, PART I, LINE 7 | INCOME: GROSS RECEIPTS: 17,673. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 8,837. GROSS PROFIT: 8,836. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 8,837. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 8,837. TOTAL TO FORM 990-EZ, LINE 14: 16,926. |
| OCCUPANCY, RENT, UTILITIES AND MAINTENENCE | FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 3,680. DESCRIPTION: OTHER EXPENSES. AMOUNT: 13,246. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANKING FEES. AMOUNT: 1,251. DESCRIPTION: SUPPLIES. AMOUNT: 2,491. DESCRIPTION: WEBSITE. AMOUNT: 1,100. DESCRIPTION: ADVERTISING. AMOUNT: 10,311. DESCRIPTION: INSURANCE. AMOUNT: 304. DESCRIPTION: MEMBERSHIPS, DUES & SUBSCRIPTIONS. AMOUNT: 2,345. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 10. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 319. DESCRIPTION: MEALS. AMOUNT: 674. DESCRIPTION: TAXES & LICENSES. AMOUNT: 170. DESCRIPTION: RESEARCH. AMOUNT: 373. DESCRIPTION: TRAVEL. AMOUNT: 420. TOTAL TO FORM 990-EZ, LINE 16: 19,768. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 3,221. END OF YEAR AMOUNT: 5,409. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 14,459. END OF YEAR AMOUNT: 17,916. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,776. END OF YEAR AMOUNT: 1,734. DESCRIPTION: OWED TO JT THOMPSON. BEG. OF YEAR AMOUNT: 765. END OF YEAR AMOUNT: 765. DESCRIPTION: AMERICAN EXPRESS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 273. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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 |