Civic Intelligence

Lotz House Foundation Inc

990EZ • Fiscal year 2011 • EIN 26-3201844

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

1111 Columbia Avenue37064
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.17x

Higher debt load relative to assets than 79% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

62nd percentile

8.1%

Higher net margin than 62% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

82nd percentile

39%

Faster asset growth than 82% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Up

$55,526

Up $15,546 (+39%) from 2010

Net Assets

Up

$46,085

Up $8,877 (+24%) from 2010

Liabilities

Up

$9,441

Up $6,669 (+241%) from 2010

Revenue

Up

$111,126

Up $58,206 (+110%) from 2010

Expenses

Up

$102,151

Up $59,236 (+138%) from 2010

Net Income

Down

$8,975

Down $1,030 (-10%) from 2010

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2010: $39,980Liabilities 2010: $2,772Net Assets 2010: $37,2082010Assets 2011: $55,526Liabilities 2011: $9,441Net Assets 2011: $46,0852011Assets 2012: $38,164Liabilities 2012: $5,800Net Assets 2012: $32,3642012Assets 2013: $39,088Liabilities 2013: $6,848Net Assets 2013: $32,2402013Assets 2014: $56,660Liabilities 2014: $18,671Net Assets 2014: $37,9892014Assets 2015: $47,843Liabilities 2015: $14,839Net Assets 2015: $33,0042015Assets 2016: $75,383Liabilities 2016: $18,145Net Assets 2016: $57,2382016Assets 2017: $68,959Liabilities 2017: $14,619Net Assets 2017: $54,3402017Assets 2018: $65,549Liabilities 2018: $15,775Net Assets 2018: $49,7742018Assets 2019: $41,673Liabilities 2019: $15,612Net Assets 2019: $26,0612019Assets 2020: $36,465Liabilities 2020: $15,653Net Assets 2020: $20,8122020Assets 2021: $53,113Liabilities 2021: $10,943Net Assets 2021: $42,1702021Assets 2022: $54,745Liabilities 2022: $14,645Net Assets 2022: $40,1002022Assets 2023: $74,117Liabilities 2023: $12,230Net Assets 2023: $61,8872023Assets 2024: $60,325Liabilities 2024: $8,990Net Assets 2024: $51,3352024

Highlighted filing

2011

Assets$55,526
Liabilities$9,441
Net Assets$46,085

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $52,920Expenses 2010: $42,915Net Income 2010: $10,0052010Revenue 2011: $111,126Expenses 2011: $102,151Net Income 2011: $8,9752011Revenue 2012: $128,455Expenses 2012: $142,176Net Income 2012: -$13,7212012Revenue 2013: $154,425Expenses 2013: $154,549Net Income 2013: -$1242013Revenue 2014: $215,648Expenses 2014: $209,899Net Income 2014: $5,7492014Revenue 2015: $171,681Expenses 2015: $176,668Net Income 2015: -$4,9872015Revenue 2016: $205,160Expenses 2016: $180,926Net Income 2016: $24,2342016Revenue 2017: $188,632Expenses 2017: $191,530Net Income 2017: -$2,8982017Revenue 2018: $194,685Expenses 2018: $199,251Net Income 2018: -$4,5662018Revenue 2019: $159,029Expenses 2019: $182,742Net Income 2019: -$23,7132019Revenue 2020: $87,605Expenses 2020: $92,854Net Income 2020: -$5,2492020Revenue 2021: $142,061Expenses 2021: $120,703Net Income 2021: $21,3582021Revenue 2022: $172,848Expenses 2022: $174,918Net Income 2022: -$2,0702022Revenue 2023: $214,404Expenses 2023: $192,617Net Income 2023: $21,7872023Revenue 2024: $197,705Expenses 2024: $208,257Net Income 2024: -$10,5522024

Highlighted filing

2011

Revenue$111,126
Expenses$102,151
Net Income$8,975
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

The lotz house foundation is dedicated to protecting, preserving, and educating people on the history and culture of the historic civil war battle of fraklin, tennessee in 1864. We are committed to enriching lives through preserving the stories of the time along with the lifestyle, furninshings and fine art of the period.

Filing and Contact Details

Filer

EIN
26-3201844
Raw XML Appendix234 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition16.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition60.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN T THOMPSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1SUSAN THOMPSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2SUSAN KEEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3WARD BOONE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SUE ARMSTRONG THOMPSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DENNIS FERRIER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6MICHAEL KILBANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0EXECUTIVE DIRECTOR / PRESI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6BOARD MEMBER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY023325
IRS990EZ/OtherAssetsTotal/EOY026816
IRS990EZ/OtherChangesInNetAssets0-98
IRS990EZ/OtherExpensesTotal036545
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROTECT, PRESERVE, AND EDUCATE THE HISTORY AND CULTURE OF THE HISTORIC CIVIL WAR BATTLE OF FRANKLIN IN 1864.
IRS990EZ/PrintingPublicationsPostage02783
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PRESERVE THE CIVIL WAR ERA DWELLING FOR FUTURE GENERATIONS TO LEARN ABOUT THE CIVIL WAR BATTLE OF FRAKLIN IN TENNESSEE.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1TO COLLECT AND ACQUIRE CIVIL WAR ERA FURNITURE AND OTHER ITEMS FOR DISPLAY AND EDUCATIONAL PURPOSES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2TO 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.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses223920
IRS990EZ/ProgramServiceRevenue083555
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
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IRS990EZ/SpecialEventsDirectExpenses05658
IRS990EZ/SpecialEventsNetIncomeLoss0592
IRS990EZ/StatesWhereCopyOfReturnIsFiled0TN
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IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10750 OLD HICKORY BLVD SUITE 150
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BRENTWOOD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode037027
IRS990EZ/TheBooksAreInCareOf/NamePerson0AMY B ELROD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06153716100
IRS990EZ/TotalAssets/BOY039980
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IRS990EZ/TotalExpenses0102151
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IRS990EZ/TotalRevenue0111126
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.LOTZHOUSE.COM
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus1Year06000
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus2Years019249
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years087252
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total0112501
IRS990ScheduleA/First5Years5090X
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IRS990ScheduleA/PublicSupportTotal5090247256
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IRS990ScheduleA/Total509/CurrentTaxYear0133688
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IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years065608
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years098705
IRS990ScheduleA/Total509/Total0359757
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IRS990ScheduleO/GeneralExplanation/Explanation0INCOME: 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.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: DEPRECIATION. AMOUNT: 4,727. DESCRIPTION: OTHER EXPENSES. AMOUNT: 28,556. TOTAL TO FORM 990-EZ, LINE 14: 33,283.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: 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.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: PRIOR PERIOD ADJUSTMNET. AMOUNT: -98.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: 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.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: 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.
IRS990ScheduleO/GeneralExplanation/Identifier0INCOME FROM SALES OF INVENTORY
IRS990ScheduleO/GeneralExplanation/Identifier1OCCUPANCY, RENT, UTILITIES AND MAINTENENCE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 7
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE 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.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263201844
ReturnHeader/Filer/Name/BusinessNameLine10LOTZ HOUSE FOUNDATION INC
ReturnHeader/Filer/NameControl0LOTZ
ReturnHeader/Filer/Phone06157907190
ReturnHeader/Filer/USAddress/AddressLine101111 COLUMBIA AVENUE
ReturnHeader/Filer/USAddress/City0FRANKLIN
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037064
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0JOHN T THOMPSON
ReturnHeader/Officer/Phone06157907190
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN0621199757
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LATTIMORE BLACK MORGAN & CAIN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1869
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BRENTWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0370241869
ReturnHeader/Preparer/Name0JILL HUDSON
ReturnHeader/Preparer/Phone06153774600
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T15:12:37-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.09$0.51$1.98$2.08$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.12$0.62$2.14$1.93$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.15$0.40$1.73$1.75$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.11$0.42$1.42$1.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.16$0.21$0.88$0.93$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.16$0.26$1.59$1.83$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.16$0.50$1.95$1.99$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.15$0.54$1.89$1.92$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.18$0.57$2.05$1.81$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.15$0.33$1.72$1.77$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.19$0.38$2.16$2.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.07$0.32$1.54$1.55$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.06$0.32$1.28$1.42$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.09$0.46$1.11$1.02$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.03$0.37$0.53$0.43$0.10