Civic Intelligence

The Heritage Foundation of Williamson County Tn

EIN 23-7042596 • 501(c)3 • Franklin, TN

View Organization Page

Profile

The organization is dedicated to protecting and preserving the historic resources in franklin and williamson county, tennessee.

112 Bridge StreetFranklin, TN 37064

www.historicfranklin.com

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.47x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

2.09x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

12th percentile

-17%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$284,115

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

46th percentile

3.9%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-7.3%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$32,010,880

Up $1,212,545 (+3.9%) from 2023

Liabilities

Up

$15,137,941

Up $1,874,414 (+14%) from 2023

Net Assets

Down

$16,872,939

Down $661,869 (-3.8%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin12th percentile

Revenue

Down

$7,227,241

Down $566,866 (-7.3%) from 2023

Expenses

Up

$8,427,126

Up $923,315 (+12%) from 2023

Net Income

Down

-$1,199,885

Down $1,490,181 (-513%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$40M$30M$20M$10M$0Assets 2013: $9,335,101Liabilities 2013: $1,933,288Net Assets 2013: $7,401,8132013Assets 2014: $10,545,109Liabilities 2014: $808,147Net Assets 2014: $9,736,9622014Assets 2016: $13,125,887Liabilities 2016: $2,402,090Net Assets 2016: $10,723,7972016Assets 2017: $11,538,553Liabilities 2017: $2,312,115Net Assets 2017: $9,226,4382017Assets 2018: $16,070,501Liabilities 2018: $1,417,467Net Assets 2018: $14,653,0342018Assets 2020: $23,459,497Liabilities 2020: $6,461,762Net Assets 2020: $16,997,7352020Assets 2021: $23,589,168Liabilities 2021: $6,569,465Net Assets 2021: $17,019,7032021Assets 2022: $30,248,010Liabilities 2022: $13,102,116Net Assets 2022: $17,145,8942022Assets 2023: $30,798,335Liabilities 2023: $13,263,527Net Assets 2023: $17,534,8082023Assets 2024: $32,010,880Liabilities 2024: $15,137,941Net Assets 2024: $16,872,9392024

Highlighted filing

2024

Assets$32,010,880
Liabilities$15,137,941
Net Assets$16,872,939
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0-$5.0MRevenue 2013: $2,746,619Expenses 2013: $2,831,683Net Income 2013: -$85,0642013Revenue 2014: $5,447,349Expenses 2014: $3,116,570Net Income 2014: $2,330,7792014Revenue 2016: $2,002,804Expenses 2016: $690,714Net Income 2016: $1,312,0902016Revenue 2017: $3,525,440Expenses 2017: $3,684,421Net Income 2017: -$158,9812017Revenue 2018: $9,348,405Expenses 2018: $3,871,899Net Income 2018: $5,476,5062018Revenue 2020: $3,456,790Expenses 2020: $3,237,972Net Income 2020: $218,8182020Revenue 2021: $5,101,900Expenses 2021: $4,814,332Net Income 2021: $287,5682021Revenue 2022: $7,048,834Expenses 2022: $6,936,401Net Income 2022: $112,4332022Revenue 2023: $7,794,107Expenses 2023: $7,503,811Net Income 2023: $290,2962023Revenue 2024: $7,227,241Expenses 2024: $8,427,126Net Income 2024: -$1,199,8852024

Highlighted filing

2024

Revenue$7,227,241
Expenses$8,427,126
Net Income-$1,199,885
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$32,010,880
Liabilities
$15,137,941
Net assets
$16,872,939
Revenue
$7,227,241
Expenses
$8,427,126
Net income
-$1,199,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$15.1$16.9$7.23$8.43$1.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$13.3$17.5$7.79$7.50$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$13.1$17.1$7.05$6.94$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$6.57$17.0$5.10$4.81$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$6.46$17.0$3.46$3.24$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$1.42$14.7$9.35$3.87$5.48
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$2.31$9.23$3.53$3.68$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$2.40$10.7$2.00$0.69$1.31
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.81$9.74$5.45$3.12$2.33
2013Detailed filing. Detailed filing data is available for this year.$9.34$1.93$7.40$2.75$2.83$0.09
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$8,421,243
Mission and Program Overview

Mission

The organization is dedicated to protecting and preserving the communities and cultural heritage of historic resources in williamson county, tennessee, and works with area leaders to continually care for historic spaces, treasured landmarks, and cherished local businesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,810,356$22,756,452▲ $9,946,096
Pledges and Grants Receivable$3,018,534$3,062,206▲ $43,672
Cash and Non-Interest-Bearing Accounts$3,347,419$2,618,861▼ $728,558
Investments in Publicly Traded Securities$1,129,203$938,202▼ $191,001
Accounts Receivable$588,463$555,823▼ $32,640
Savings and Temporary Cash Investments$215,000$218,095▲ $3,095
Prepaid Expenses and Deferred Charges$50,000$50,000→ $0
Inventories for Sale or Use$7,284$7,284→ $0
Total Assets$23,589,168$30,248,010▲ $6,658,842
Other Assets Total$2,422,909$41,087▼ $2,381,822
Liabilities
Mortgage Notes Payable Secured by Investment Property-$6,706,127-
Other Liabilities$5,987,000$5,742,998▼ $244,002
Accounts Payable and Accrued Expenses$229,272$333,620▲ $104,348
Deferred Revenue$353,193$319,371▼ $33,822
Total Liabilities$6,569,465$13,102,116▲ $6,532,651
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,001,169$14,083,688▲ $82,519
Net Assets With Donor Restrictions$3,018,534$3,062,206▲ $43,672
Total Net Assets Fund Balance$17,019,703$17,145,894▲ $126,191
Total Liabilities and Net Assets / Fund Balance$23,589,168$30,248,010▲ $6,658,842

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,726,570$2,774,778$20,501,348
Land$4,775,000-$4,775,000
Equipment$240,228$2,062,066$2,302,294
Other Land Buildings$14,654$32,934$47,588

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,129,203-▼ $186,256-$938,202
2021$798,077$202,613▲ $133,455-$1,129,203
2020$689,047-▲ $117,771-$798,077
2019$569,100-▲ $129,478-$689,047
2018$606,769-▲ $34,871-$569,100
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bari BeasleyCEOFT$200,923$200,923

Board Members and Trustees

NameTitle
John BondChair Dfa
Sondra MorrisChair Frankl
Jennifer ParkerChair Theatr
David GarrettPresident
Braden DahlBoard Member
Jackie AlexanderBoard Member
Jeff LedbetterBoard Member
Shea Wood-turnerBoard Member
Susan WhitakerBoard Member
Sydney BallBoard Member
Tracy FristBoard Member
William ScalesBoard Member
Allen SillsAt Large
Ellen SmithAt Large
Emily MagidAt Large
Tyler BordersAt Large
Stephanie FarmerSecretary
Chris KnopfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,047,746
Program Service Revenue
$1,308,797
Investment Income
$-187,988
Other Revenue
$-119,721
All Other Contributions
$4,847,998
Change in Net Assets
$112,433

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$1,034,448Fair Market Value
Total Noncash Contributions5$1,034,448-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,197,648
Revenue Not Reported on Financial Statements
$2,851,186
Other Revenue Adjustments
$2,851,186
Total Revenue per Audited Statements
$4,197,648
Total Revenue per Form 990
$7,048,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,849,508
Salaries, Compensation, and Employee Benefits$2,086,893
Total Fundraising Expense$952,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,153,365$303,712$288,191$1,745,268
Fees for Services Other$939,728$57,647$33,197$1,030,572
Occupancy$409,251$40,714$167,788$617,753
Depreciation Depletion$516,065$10,532-$526,597
All Other Expenses$280,132$36,086$21,128$337,346
Interest$210,371$4,293-$214,664
Current Officers, Directors, Trustees, and Key Employees$132,781$34,965$33,178$200,924
Other Expenses$125,113$65,322$143,602$143,602
Payroll Taxes$90,207$25,909$24,585$140,701
Insurance$46,931$81,519$150$128,600
Office Expenses$71,799$22,707$18,761$113,267
Advertising$100,589$11,204$250$112,043
Conferences and Meetings$41,049$12,744-$53,793
Total Functional Expenses$5,276,651$707,354$952,396$6,936,401

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,936,401
Expenses per Audited Statements$5,749,694
Total Expenses per Audited Statements$5,749,694
Expenses Not Reported on Financial Statements$1,186,707
Other Expense Adjustments$1,186,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,089,520
Fundraising Gross Income$969,799
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heritage Ball$1,170,008$655,725$450,617$205,108
Main Street Fes$226,158$118,808$84,236$34,572
Total Events$1,816,738$969,799$1,089,520$-119,721
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable - L/t$5,742,998
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copies of the form 990 are reviewed by the finance committee prior to filing the return. Management compares the form 990 prepared by outside accountants to the prior year form 990 and current year audited financial statements.”

Form 990, Page 6, Part VI, Line 12C

“Members are polled annually for any conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is reviewed and determined by the executive/finance committee annually. The decision is based upon comparability data and the prior 3 years performance.”

Form 990, Page 6, Part VI, Line 15B

“Compensation is reviewed and determined by the executive/finance committee annually. The decision is based upon comparability data and the prior three years performance.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request at the organization's office.”

Filing and Contact Details

Filer

Filer Name
The Heritage Foundation of
EIN
23-7042596
Phone
6155918500
Address
112 BRIDGE STREET, FRANKLIN, TN 37064

Signing Officer

Name
Bari Beasley
Title
CEO
Phone
6155918500
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bari Beasley
Formed
1970
Legal Domicile
Tn
Voting Board Members
19
Independent Board Members
19
Employees
74
Volunteers
700

Preparer

Firm
Blankenship CPA Group Pllc
Address
215 WARD CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Scott a Felts CPA
Phone
6153733771
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization is dedicated to protecting and preserving the communities and cultural heritage of historic resources in williamson county, tennessee, and works with area leaders to continually care for historic spaces, treasured landmarks, and cherished local businesses.”

Form 990, Page 1, Part I, Line 6

“Volunteers are vital to carrying out the organization's various programs by manning tents at events, helping with mailings, serving refreshments, greeting guests at events, and much more.”

Form 990, Part IX, Line 11G

“Contract services 417,366 21,703 33,197 professional fee's 522,362 35,944 0 total 939,728 57,647 33,197”

Form 990, Part XI, Line 9

“Noncash securities 1,034,448 restricted element eliminated from project scope -1,020,690 total 13,758”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Event revenues 1,816,738 non cash security contribution 1,034,448”

Schedule D, Page 4, Part XII, Line 4B

“EVENT EXPENSES 1,186,707”

Raw XML AppendixShowing 400 of 697 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.

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