Civic Intelligence

The Mcminnville Heritage

EIN 20-8054299 • 501(c)3 • McMINNVILLE, TN

Profile

The main goal of this organization is to preserve historic sites around the city of mcminnville by turning them into city park areas

126 Lakeland DriveMcMINNVILLE, TN 37110

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

3.63x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

13.93x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.0%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$27,011

Up $11 (+0.0%) from 2023

Liabilities

Flat

$100,388

Flat from 2023

Net Assets

Up

-$73,377

Up $11 (+0.0%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin84th percentile

Revenue

Down

$10,595

Down $12,028 (-53%) from 2023

Expenses

Down

$10,584

Down $3,364 (-24%) from 2023

Net Income

Down

$11

Down $8,664 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50K-$100KAssets 2010: $1,221Liabilities 2010: $10,000Net Assets 2010: -$8,7792010Assets 2011: $4,247Liabilities 2011: $13,800Net Assets 2011: -$9,5532011Assets 2012: $1,717Liabilities 2012: $27,800Net Assets 2012: -$26,0832012Assets 2013: $267Liabilities 2013: $32,453Net Assets 2013: -$32,1862013Assets 2014: $1,100Liabilities 2014: $38,453Net Assets 2014: -$37,3532014Assets 2015: $2,629Liabilities 2015: $60,156Net Assets 2015: -$57,5272015Assets 2016: $17,246Liabilities 2016: $83,978Net Assets 2016: -$66,7322016Assets 2017: $17,217Liabilities 2017: $79,882Net Assets 2017: -$62,6652017Assets 2018: $17,000Liabilities 2018: $86,708Net Assets 2018: -$69,7082018Assets 2019: $17,061Liabilities 2019: $93,660Net Assets 2019: -$76,5992019Assets 2020: $17,305Liabilities 2020: $96,392Net Assets 2020: -$79,0872020Assets 2021: $17,000Liabilities 2021: $99,977Net Assets 2021: -$82,9772021Assets 2022: $27,000Liabilities 2022: $109,063Net Assets 2022: -$82,0632022Assets 2023: $27,000Liabilities 2023: $100,388Net Assets 2023: -$73,3882023Assets 2024: $27,011Liabilities 2024: $100,388Net Assets 2024: -$73,3772024

Highlighted filing

2024

Assets$27,011
Liabilities$100,388
Net Assets-$73,377
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2010: $200Expenses 2010: $850Net Income 2010: -$6502010Revenue 2011: $1,019Expenses 2011: $1,793Net Income 2011: -$7742011Revenue 2012: $6,250Expenses 2012: $22,780Net Income 2012: -$16,5302012Revenue 2013: $1,653Expenses 2013: $7,756Net Income 2013: -$6,1032013Revenue 2014: $2,200Expenses 2014: $7,367Net Income 2014: -$5,1672014Revenue 2015: $0Expenses 2015: $20,174Net Income 2015: -$20,1742015Revenue 2016: $0Expenses 2016: $9,205Net Income 2016: -$9,2052016Revenue 2017: $14,156Expenses 2017: $10,089Net Income 2017: $4,0672017Revenue 2018: $2,200Expenses 2018: $9,243Net Income 2018: -$7,0432018Revenue 2019: $250Expenses 2019: $7,141Net Income 2019: -$6,8912019Revenue 2020: $3,000Expenses 2020: $5,488Net Income 2020: -$2,4882020Revenue 2021: $1,000Expenses 2021: $4,890Net Income 2021: -$3,8902021Revenue 2022: $32,164Expenses 2022: $31,250Net Income 2022: $9142022Revenue 2023: $22,623Expenses 2023: $13,948Net Income 2023: $8,6752023Revenue 2024: $10,595Expenses 2024: $10,584Net Income 2024: $112024

Highlighted filing

2024

Revenue$10,595
Expenses$10,584
Net Income$11
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,011
Liabilities
$100,388
Net assets
-$73,377
Revenue
$10,595
Expenses
$10,584
Net income
$11
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$1.00$0.73$0.11$0.11$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.27$1.00$0.73$0.23$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.27$1.09$0.82$0.32$0.31$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.17$1.00$0.83$0.01$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.96$0.79$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.94$0.77$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.87$0.70$0.02$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.80$0.63$0.14$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.84$0.67$0.00$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.60$0.58$0.00$0.20$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.38$0.37$0.02$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.32$0.32$0.02$0.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.28$0.26$0.06$0.23$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.14$0.10$0.01$0.02$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.10$0.09$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Gross Receipts
$10,595
Mission and Program Overview

Mission

The main goal of this organization is to preserve historic sites around the city of mcminnville by turning them into city park areas

Program Services

DescriptionGrantsExpenses
Stabalized historic areas of significance in Warren County, TN.-$10,584
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR NEIL SCHULTZDirectorPT$0--
CHARLES HASTONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
THE McMINNVILLE HERITAGE
EIN
20-8054299
Address
126 LAKELAND DRIVE, McMINNVILLE, TN 37110

Signing Officer

Name
Dr Neil Schultz
Title
Director
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Totherow Haile & Welch CPAs PLLC
Address
2355 South Chancery St, McMinnville, TN 37110
Preparer
Kevin C Sizemore CPA
Phone
9316681272
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $115”

Other Expenses.1008

“Interest $8411”

Other Expenses.1

“Repairs & Maintenance $1503”

Other Expenses.2

“TAXES $40”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $100388 Unsecured Notes and Loans Payable - Ending $100388”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DR NEIL SCHULTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09316683573
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0126 LAKELAND DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0McMINNVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037110
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010595
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0515
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt027011
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt010595
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt027000
IRS990EZ/LandAndBuildingsGrp/EOYAmt027000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-73388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-73377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-73388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-73377
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR NEIL SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES HASTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010069
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MAIN GOAL OF THIS ORGANIZATION IS TO PRESERVE HISTORIC SITES AROUND THE CITY OF MCMINNVILLE BY TURNING THEM INTO CITY PARK AREAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Stabalized historic areas of significance in Warren County, TN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010584
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100388
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010584
IRS990EZ/TotalProgramServiceExpensesAmt010584
IRS990EZ/TotalRevenueAmt010595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069382
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt069382
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010595
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01000
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IRS990ScheduleA/Total509Grp/TotalAmt069382
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069382
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest $8411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Repairs & Maintenance $1503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Unsecured Notes and Loans Payable - Beginning $100388 Unsecured Notes and Loans Payable - Ending $100388
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1008
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR NEIL SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE McMINNVILLE HERITAGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRESERVATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MCMI
ReturnHeader/Filer/EIN0208054299
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 LAKELAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0McMINNVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620693408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Totherow Haile & Welch CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02355 South Chancery St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McMinnville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037110
ReturnHeader/PreparerPersonGrp/PhoneNum09316681272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin C Sizemore CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-27T08:38:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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