BATTLE OF FRANKLIN TRUST INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BATTLE OF FRANKLIN TRUST INC (EIN 27-0288159)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-30
- IRS object ID
- 201510899349300521
- Schema version
- 2013v4.0
- 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) |
|---|---|---|
| Return | 2015-03-30T12:37:47-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261865984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARSONS & ASSOCIATES CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 FOURTH AVE N | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270288159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTLE OF FRANKLIN TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATT | BusinessNameControlTxt |
| Phone | 6157861864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 EASTERN FLANK CIRCLE | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37064 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC JACOBSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6157861864 | PhoneNum |
| Signature | 2015-03-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA PARSONS | PreparerPersonNm |
| PTIN | P01406665 | PTIN |
| Phone | 6157944313 | PhoneNum |
| Preparation | 2015-03-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC JACOBSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 EASTERN FLANK CIRCLE | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,549,749 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BATTLEOFFRANKLINTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | PRESERVATION, RESTORATION AND INTERPRETATION OF HISTORIC PROPERTIES, ARTIFACTS, DOCUMENTS AND OTHER OBJECTS AND MATERIAL RELATED TO THE BATTLE OF FRANKLIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $152,328 | PYContributionsGrantsAmt |
| CY Contributions Grants | $202,196 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,001,995 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,001,910 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,757 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,668 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,740 | PYOtherRevenueAmt |
| CY Other Revenue | $109,511 | CYOtherRevenueAmt |
| PY Total Revenue | $1,348,820 | PYTotalRevenueAmt |
| CY Total Revenue | $1,315,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $102,922 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $699,635 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $715,936 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,248 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $564,487 | PYOtherExpensesAmt |
| CY Other Expenses | $622,362 | CYOtherExpensesAmt |
| PY Total Expenses | $1,364,122 | PYTotalExpensesAmt |
| CY Total Expenses | $1,441,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$125,935 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $605,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,264 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $563,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $437,615 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PRESERVATION, RESTORATION AND INTERPRETATION OF HISTORIC PROPERTIES, ARTIFACTS, DOCUMENTS AND OTHER OBJECTS AND MATERIAL RELATED TO THE BATTLE OF FRANKLIN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,185,564 | ExpenseAmt |
| Grant | $102,922 | GrantAmt |
| Desc | ITS PURPOSE IS TO PRESERVE, RESTORE, MAINTAIN AND INTERPRET PROPERTIES, ARTIFACTS, DOCUMENTS AND OTHER OBJECTS AND MATERIALS RELATED TO THE BATTLE OF FRANKLIN SO AS TO PRESERVE AN IMPORTANT PART OF THE REGIONAL PAST, AND SO THAT VISITORS WILL BE ABLE TO SEE AND EXPERIENCE A LIVING REMINDER OF THEIR NATIONAL HISTORY. | Desc |
| Total Program Service Expenses | $1,185,564 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BATTLE OF FRANKLIN TRUST | PersonNm |
| Phone | 6157861864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 EASTERN FLANK CIRCLE | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| MARIANNE SCHROER | |||||
| CHAIRMAN | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ED UNDERWOOD | |||||
| VICE CHAIRMA | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET ROBERTS | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS FLAGEL | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ART HAWS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JT THOMPSON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ROBERT HICKS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| HUNTER BATTLE | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY CONWAY | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| DAVID SNOWDEN | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| SUSAN WHITAKER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| CARL HALEY | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| MIKE PLUMLEY | |||||
| BOARD MEMBER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANNA JACKSON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| TIM KEARNS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Related Organizations | $35,180 | RelatedOrganizationsAmt |
| All Other Contributions | $167,016 | AllOtherContributionsAmt |
| Total Contributions | $202,196 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TOUR ADMISSIONS | $840,354 | $840,354 |
| GROUNDS RENTAL | $98,742 | $98,742 |
| MEMBERSHIP DUES | $62,814 | $62,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,001,910 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,668 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,668 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $85,132 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $84,192 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $940 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $258,843 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $150,272 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $108,571 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,315,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,112,149 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,922 | TotalAmt |
| Program Services | $102,922 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,820 | TotalAmt |
| Program Services | $19,705 | ProgramServicesAmt |
| Management And General | $19,705 | ManagementAndGeneralAmt |
| Fundraising | $39,410 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,601 | TotalAmt |
| Program Services | $469,261 | ProgramServicesAmt |
| Management And General | $29,949 | ManagementAndGeneralAmt |
| Fundraising | $51,391 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,777 | TotalAmt |
| Program Services | $30,247 | ProgramServicesAmt |
| Management And General | $5,428 | ManagementAndGeneralAmt |
| Fundraising | $3,102 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,738 | TotalAmt |
| Program Services | $37,236 | ProgramServicesAmt |
| Management And General | $3,819 | ManagementAndGeneralAmt |
| Fundraising | $6,683 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,770 | TotalAmt |
| Management And General | $5,770 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,646 | TotalAmt |
| Program Services | $64,984 | ProgramServicesAmt |
| Fundraising | $21,662 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,632 | TotalAmt |
| Program Services | $21,484 | ProgramServicesAmt |
| Management And General | $10,148 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,905 | TotalAmt |
| Program Services | $1,905 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,857 | TotalAmt |
| Program Services | $46,781 | ProgramServicesAmt |
| Management And General | $9,076 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,332 | TotalAmt |
| Program Services | $14,499 | ProgramServicesAmt |
| Management And General | $4,833 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EXHIBITS | $126,632 | $126,632 |
| GARDEN MAINTENANCE | $80,305 | $80,305 |
| YARD AND GARDEN MAINT. | $29,241 | $29,241 |
| CREDIT CARD FEES | $28,954 | $28,954 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,088 | TotalAmt |
| Program Services | $111,408 | ProgramServicesAmt |
| Management And General | $44,680 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,441,220 | TotalAmt |
| Program Services | $1,185,564 | ProgramServicesAmt |
| Management And General | $133,408 | ManagementAndGeneralAmt |
| Fundraising | $122,248 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,163 | BOYAmt |
| EOY | $113,744 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,105 | BOYAmt |
| EOY | $145,772 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,093 | BOYAmt |
| EOY | $115,167 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,606 | BOYAmt |
| EOY | $14,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $166,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,281 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,896 | BOYAmt |
| EOY | $121,628 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,697 | BOYAmt |
| EOY | $15,147 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,560 | BOYAmt |
| EOY | $525,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,343 | BOYAmt |
| EOY | $44,764 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,667 | BOYAmt |
| EOY | $43,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,010 | BOYAmt |
| EOY | $88,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,550 | BOYAmt |
| EOY | $437,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,550 | BOYAmt |
| EOY | $437,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,560 | BOYAmt |
| EOY | $525,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$125,935 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $202,196 | CurrentTaxYearAmt |
| Total | $917,530 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $712,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,187,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,428,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,346,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,347,553 | CurrentTaxYearAmt |
| Total | $6,020,873 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,471,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,586,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,498,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,549,749 | CurrentTaxYearAmt |
| Total | $6,938,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,938,403 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,471,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,586,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,498,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,549,749 | CurrentTaxYearAmt |
| Total | $6,938,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $20,406 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,724 | DepreciationAmt |
| Book Value | $17,682 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $55,214 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $26,352 | DepreciationAmt |
| Book Value | $28,862 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $91,289 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $16,205 | DepreciationAmt |
| Book Value | $75,084 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $121,628 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,315,285 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,315,285 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,315,285 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,441,220 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,441,220 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,441,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART III, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE COLLECTION CONSISTS OF ITEMS FROM THE CIVIL WAR ERA. THE ITEMS ARE ON DISPLAY IN THE HISTORIC SITES FOR PUBLIC VIEWING. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | EDUC & SPECIAL | NameOfEvent1Amt |
| Gross Receipts Event1 | $85,132 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $85,132 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $84,192 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $85,132 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $85,132 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $84,192 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $84,192 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $940 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC CARNTON PLANTATION ASSOC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 CARNTON LANE | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 621060911 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $102,922 | CashGrantAmt |
| Purpose Of Grant | LOAN REPAYMENT | PurposeOfGrantTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| ERIC JACOBSON | ||
| EMPLOYEE | BOOKS | false |
| SUSAN ANDREWS THOMPSON | ||
| FAMILY OF BOARD | PUBLIC RELATIONS FIR | false |
| JODY BOWMAN-FKLN SYNERGY | ||
| BOARD MEMBER | BANKING RELATIONS | false |
| HUNTER BATTLE-PEOPLE'S BANK | ||
| BOARD MEMBER | BANKING RELATIONS | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FINANCE COMMITTEE REVIEWS AND RECOMMENDS APPROVAL, THEN TAKES TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO NOTIFY MANAGEMENT OF ANY POTENTIAL CONFLICTS. MANAGEMENT REVIEWS ACTIONS WHICH MIGHT LEAD TO A CONFLICT OF INTEREST AND BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | AND KEY EMPLOYEES - COMPENSATION OF CEO IS REVIEWED BY THE BOARD, AND COMPENSATION OF KEY EMPLOYEES BY THE CEO, WITHIN RANGES DETERMINED BY UNBIASED OUTSIDE PARTIES WHICH ARE KNOWLEDGEABLE ABOUT INDUSTRY COMPENSATION STANDARDS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SALARIES RECOMMENDED BY UNBIASED OUTSIDE PARTY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE DURING NORMAL BUSINESS HOURS AT THE ADMINISTRATIVE OFFICES BY APPOINTMENT. |
| FORM 990, PART IX, LINE 24E | HOUSEKEEPING 16,569 5,523 0 TELEPHONE 15,799 5,266 0 TOUR ADMISSIONS EXPENSE 16,868 0 0 DEPRECIATION 8,540 7,715 0 DEVELOPMENT 4,000 7,986 0 GROUNDS RENTAL EXPENSES 11,348 0 0 NEWSLETTER 11,305 0 0 OFFICE MAINTENANCE 0 10,403 0 EDUCATION EXPENSE / SUPPL 7,782 0 0 TAXES AND LICENSES 0 4,153 0 SECURITY 3,780 0 0 SPECIAL EVENTS 2,680 0 0 DUES / SUBSCRIPTIONS 748 1,745 0 MILEAGE REIMB. 2,466 0 0 ANNUAL MEETING 2,460 0 0 COLLECTIONS MANAGEMENT 2,127 0 0 HOSPITALITY 0 1,889 0 OTHER 1,777 0 0 MEMBERSHIP EXPENSE 1,726 0 0 GARDEN PURCHASES 699 0 0 REFERENCE LIBRARY 434 0 0 LECTURE SERIES 300 0 0 |