LOTZ HOUSE FOUNDATION: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: LOTZ HOUSE FOUNDATION (EIN 26-3201844)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-14
IRS object ID: 201211359349202856
Schema version: 2011v1.2
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
Form 990-EZ
Schedule A
Schedule O
Transfer Prsnl Bnft Contracts Decl

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-14T15:12:37-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	621199757	EIN

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	2011-01-01	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	6157907190	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	6157907190	Phone
Date Signed	2012-05-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JILL HUDSON	Name
PTIN	P00061190	PTIN
Phone	6153774600	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	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
Schedule B Not Required	X	ScheduleBNotRequired
Web Site	WWW.LOTZHOUSE.COM	WebSite
Organization501c3	X	Organization501c3
Gross Receipts	133688	GrossReceipts
Info In Schedule O Part I	X	InfoInScheduleOPartI
Contributions Gifts Grants Etc	6042	ContributionsGiftsGrantsEtc
Program Service Revenue	83555	ProgramServiceRevenue
Membership Dues	4033	MembershipDues
Fundraising Gross Income	6250	FundraisingGrossIncome
Special Events Direct Expenses	5658	SpecialEventsDirectExpenses
Special Events Net Income Loss	592	SpecialEventsNetIncomeLoss
Gross Sales Of Inventory	33808	GrossSalesOfInventory
Cost Of Goods Sold	16904	CostOfGoodsSold
Gro Profit Loss Sales Of Inventory	16904	GroProfitLossSalesOfInventory
Total Revenue	111126	TotalRevenue
Salaries Other Comp Empl Benefits	24214	SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors	5326	FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint	33283	OccupancyRentUtilitiesAndMaint
Printing Publications Postage	2783	PrintingPublicationsPostage
Other Expenses Total	36545	OtherExpensesTotal
Total Expenses	102151	TotalExpenses
Excess Or Deficit For Year	8975	ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY	37208	NetAssetsOrFundBalancesBOY
Other Changes In Net Assets	-98	OtherChangesInNetAssets
Net Assets Or Fund Balances EOY	46085	NetAssetsOrFundBalancesEOY
Info In Schedule O Part II	X	InfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

Field	Value	IRS element (for citing)
BOY	8663	BOY
EOY	16805	EOY

Land And Buildings LandAndBuildings

Field	Value	IRS element (for citing)
BOY	7992	BOY
EOY	11905	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	23325	BOY
EOY	26816	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	39980	BOY
EOY	55526	EOY

Sum Of Total Liabilities SumOfTotalLiabilities

Field	Value	IRS element (for citing)
BOY	2772	BOY
EOY	9441	EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

Field	Value	IRS element (for citing)
BOY	37208	BOY
EOY	46085	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	78231
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	23920

Field	Value	IRS element (for citing)
Total Program Service Expenses	102151	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
Subject To Proxy Tax	0	SubjectToProxyTax
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
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 Minus3 Years	92498	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	37284	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	13735	CurrentTaxYearMinus1Year
Current Tax Year	10075	CurrentTaxYear
Total	153592	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	6207	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	28324	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	48021	CurrentTaxYearMinus1Year
Current Tax Year	123613	CurrentTaxYear
Total	206165	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	98705	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	65608	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	61756	CurrentTaxYearMinus1Year
Current Tax Year	133688	CurrentTaxYear
Total	359757	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	87252	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19249	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6000	CurrentTaxYearMinus1Year
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 Minus3 Years	87252	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19249	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6000	CurrentTaxYearMinus1Year
Total	112501	Total

Field	Value	IRS element (for citing)
Public Support Total509	247256	PublicSupportTotal509

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	98705	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	65608	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	61756	CurrentTaxYearMinus1Year
Current Tax Year	133688	CurrentTaxYear
Total	359757	Total

Field	Value	IRS element (for citing)
First5 Years509	X	First5Years509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
INCOME FROM SALES OF INVENTORY	FORM 990-EZ, PART I, LINE 7	INCOME: GROSS RECEIPTS: 33,808. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 16,904. GROSS PROFIT: 16,904. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 16,904. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 16,904.
OCCUPANCY, RENT, UTILITIES AND MAINTENENCE	FORM 990-EZ, PART I, LINE 14	DESCRIPTION: DEPRECIATION. AMOUNT: 4,727. DESCRIPTION: OTHER EXPENSES. AMOUNT: 28,556. TOTAL TO FORM 990-EZ, LINE 14: 33,283.
OTHER EXPENSES	FORM 990-EZ, PART I, LINE 16	DESCRIPTION: BANKING FEES. AMOUNT: 1,694. DESCRIPTION: SUPPLIES. AMOUNT: 5,398. DESCRIPTION: WEBSITE. AMOUNT: 1,698. DESCRIPTION: ADVERTISING. AMOUNT: 14,371. DESCRIPTION: INSURANCE. AMOUNT: 5,111. DESCRIPTION: MEMBERSHIPS, DUES & SUBSCRIPTIONS. AMOUNT: 2,621. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,460. DESCRIPTION: MEALS. AMOUNT: 1,678. DESCRIPTION: TAXES & LICENSES. AMOUNT: 172. DESCRIPTION: TRAVEL. AMOUNT: 317. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 2,025. TOTAL TO FORM 990-EZ, LINE 16: 36,545.
OTHER CHANGES IN NET ASSETS	FORM 990-EZ, PART I, LINE 20	DESCRIPTION: PRIOR PERIOD ADJUSTMNET. AMOUNT: -98.
OTHER ASSETS	FORM 990-EZ, PART II, LINE 24	DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 5,409. END OF YEAR AMOUNT: 2,426. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 17,916. END OF YEAR AMOUNT: 24,390.
OTHER LIABILITIES	FORM 990-EZ, PART II, LINE 26	DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,734. END OF YEAR AMOUNT: 7,684. DESCRIPTION: OWED TO JT THOMPSON. BEG. OF YEAR AMOUNT: 765. END OF YEAR AMOUNT: 765. DESCRIPTION: AMERICAN EXPRESS PAYABLE. BEG. OF YEAR AMOUNT: 273. END OF YEAR AMOUNT: 476. DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 516.

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