2025-02-15T11:55:39-05:00 2024-06-30 621409003 MULLINS CLEMMONS & MAYES PLLC 340 SEVEN SPRINGS WAY STE 720 BRENTWOOD TN 370275098 990 2023-07-01 620478087 ANDREW JACKSON FOUNDATION FKA LADIES' HERMITAGE ASSOCIATION ANDR 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 JASON ZAJAC PRESIDENT & CEO 6158892941 2025-02-10 true true LARRY D MULLINS P00865882 6153708576 2025-02-15 2023 2025-03-06 01:10:19Z JASON ZAJAC 4580 RACHELS LANE HERMITAGE TN 37076 12716210 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. 26 26 124 35 61150 43637 4176068 4082486 3835108 3560880 67453 272870 564432 896710 8643061 8812946 2241 450 0 3254604 3626439 0 615362 2764433 3241948 6021278 6868837 2621783 1944109 14646951 19121937 2512808 4538063 12134143 14583874 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 5325151 450 3837352 ENCOMPASSING ONE PRIMARY PROGRAM AND IN SUPPORT OF OUR MISSION, THE HERMITAGE WELCOMED OVER 160,445 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR INCLUDING OVER 15,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES. 5325151 true true false false false false false true false true true false false false true true 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 69 0 124 true true true false false false false true true false false false false false false false false X 26 26 false false false false false true false true true false false true true true true true true true true false TN X JASON ZAJAC 6158892941 4580 RACHELS LANE HERMITAGE TN 37076 HOWARD J KITTELL PRESIDENT & 50.00 X 166477 0 16023 SUSAN ABASHAM BOARD MEMBER 2.00 X 0 0 0 JANET AYERS BOARD MEMBER 2.00 X 0 0 0 MITCHEL BONE BOARD MEMBER 2.00 X 0 0 0 MAREES CHOPPIN TREASURER 2.00 X 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 VICE REGENT 2.00 X 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 SHANE HOOPER BOARD MEMBER 2.00 X 0 0 0 JOHN NAU III REGENT 2.00 X X 0 0 0 WL GRAY JR BOARD MEMBER 2.00 X 0 0 0 BRIAN KILMEADE BOARD MEMBER 2.00 X 0 0 0 PAM KOBAN SECRETARY 2.00 X X 0 0 0 MARA LIASSON BOARD MEMBER 2.00 X 0 0 0 MICHAEL SHANE NEAL BOARD MEMBER 2.00 X 0 0 0 LAURA SMITH 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 PAST REGENT 2.00 X X 0 0 0 166477 16023 1 false true false WASCO INC 1122 2ND AVE N NASHVILLE TN 37208 CONSTRUCTION 294176 AMERICAN CONSTRUCTORS INC 5203 MARYLAND WAY STE 210 BRENTWOOD TN 37027 CONSTRUCTION 277522 FAYETTE JANITORIAL SERVICES LLC 7120 HWY 76 SOMERVILLE TN 38068 JANITORIAL 163087 SPEAK CREATIVE 1625 BROADWAY UNIT 510 NASHVILLE TN 37203 WEBSITE HOST 160821 CARRIAGE RIDES THROUGH TIME 4259 BATTLE TRAINING ROAD ELIZABETHTOWN KY 42701 HISTORIC CARRIA 112354 5 39865 23750 2357381 1661490 20000 4082486 ADMISSIONS AND PROGRAMS 3545930 3545930 CAFE RENTAL 14950 14950 3560880 194746 194746 1224 1224 72134 72134 72134 72134 2884624 6250 2802026 10724 82598 -4474 78124 78124 806740 23750 343048 463692 908905 747466 161439 141164 20275 OTHER INCOME 157346 157346 VENDOR REVENUE SHARE 453220 40875 40875 198221 8812946 3837352 61150 368266 450 450 182500 73000 54750 54750 2786301 2141977 431248 213076 44888 34934 8110 1844 379610 294682 66578 18350 233140 176799 35937 20404 30011 30011 34276 34276 306793 251431 50170 5192 469432 457089 440 11903 696223 396694 76141 223388 77955 58500 12825 6630 646515 632921 11862 1732 4913 1424 3489 1796 1416 143 237 713547 605100 76154 32293 177925 133521 29272 15132 BAD DEBTS 38621 30450 3081 5090 UB INCOME TAXES 19802 19802 PAYROLL PROCESSING FEES 16000 12007 2632 1361 CREDIT CARD FEES 7339 2154 4694 491 800 800 6868837 5325151 928324 615362 1373114 294572 947323 342292 364046 329944 4390 22499 188839 200952 88948 16319 21146233 11479294 6504511 9666939 3945079 7741396 1230701 507024 14646951 19121937 409624 379191 2001807 4022756 13824 87553 136116 2512808 4538063 X 10450225 12283063 1683918 2300811 12134143 14583874 14646951 19121937 X 1944109 585437 -79815 X false true X true false X 2250002 1685433 1588114 4176068 4082486 13782103 2250002 1685433 1588114 4176068 4082486 13782103 2230108 11551995 69993 60136 32563 102876 194746 460314 22709 12421 304668 229771 217157 786726 53208 809988 848512 200196 198221 2110125 17139268 19539197 0.67400 0.68450 X PART II, LINE 10 OTHER INCOME 897,145 PPP LOAN FORGIVENESS 1,212,980 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10918437 X false 1219138 108975 1328113 219118 1000020 1219138 116968 102150 219118 115318 1650 116968 115027 291 115318 0.06990 0.93010 false false 331597 331597 14676909 8172901 6504008 1543966 358984 1184982 3152964 2545172 607792 1440797 402237 1038560 9666939 ACCRUED SALARIES & WAGES 117636 ACCRUED UBIT 9351 SALES TAX PAYABLE 9129 136116 X 10300414 585437 1016119 1601556 8698858 34276 79812 114088 8812946 7850679 1016119 1016119 6834560 34276 1 34277 6868837 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ("THE CODE") AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTIONS 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE FOUNDATION'S PRIMARY SOURCE OF UNRELATED BUSINESS INCOME IS A PORTION OF THE MUSEUM STORE'S ACTIVITY. THE FOUNDATION'S EXPENSE FOR FEDERAL INCOME TAX ON UNRELATED BUSINESS ACTIVITIES TOTALED 9,164 AND 12,387 FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN (FORM 990) AND AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE U.S. GOVERNMENT. AT JUNE 30, 2024, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. TAX EXAMINATIONS OF THESE RETURNS BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS WHICH ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 747,466 SPECIAL EVENT EXPENSES 268,653 SCHEDULE D, PAGE 4, PART XI, LINE 4B BOOK/TAX DIFFERENCES 79,812 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 747,466 SPECIAL EVENT EXPENSES 268,653 SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 1 FUNDRAISING - G 616451 616451 256788 FUNDRAISING - S 214039 23750 190289 86260 830490 23750 806740 343048 343048 463692 X X false false false false false false false false false HOWARD J KITTELL PRESIDENT & CEO 166477 7519 8504 182500 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 BOOK/TAX DIFFERENCES -79,812 ROUNDING -3 TOTAL -79,815