Civic Intelligence

Lotz House Foundation Inc

990 • Fiscal year 2015 • EIN 26-3201844

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

1111 Columbia AvenueFranklin, TN 37064

(615) 790-7190

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.09x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$47,843

Down $8,817 (-16%) from 2014

Net Assets

Down

$33,004

Down $4,985 (-13%) from 2014

Liabilities

Down

$14,839

Down $3,832 (-21%) from 2014

Revenue

Down

$171,681

Down $43,967 (-20%) from 2014

Expenses

Down

$176,668

Down $33,231 (-16%) from 2014

Net Income

Down

-$4,987

Down $10,736 (-187%) from 2014

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

2015

Assets$47,843
Liabilities$14,839
Net Assets$33,004

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

2015

Revenue$171,681
Expenses$176,668
Net Income-$4,987
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Gross Receipts
$209,250
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.

To protect, preserve, and educate the history and culture of the historic civil war battle of franklin in 1864.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,989$33,004▼ $4,985
Land, Buildings, and Equipment, Net$34,375$28,947▼ $5,428
Inventories for Sale or Use$15,272$11,357▼ $3,915
Cash and Non-Interest-Bearing Accounts$7,013$7,539▲ $526
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$56,660$47,843▼ $8,817
Liabilities
Accounts Payable and Accrued Expenses$18,671$14,839▼ $3,832
Total Liabilities$18,671$14,839▼ $3,832
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,989$33,004▼ $4,985
Total Liabilities and Net Assets / Fund Balance$56,660$47,843▼ $8,817

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$21,200$14,454$35,654
Buildings$7,747$18,913$26,660
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennis FerrierBoard Member
Michael KilbaneBoard Member
Sue Armstrong ThompsonBoard Member
Ward BooneBoard Member
John T ThompsonExecutive Director / Presi
Susan ThompsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$24,725
Program Service Revenue
$121,620
Investment Income
$0
Other Revenue
$25,336
All Other Contributions
$11,200
Change in Net Assets
$-4,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,198
Salaries, Compensation, and Employee Benefits$84,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,938--$75,938
Occupancy$26,053--$26,053
Advertising$11,755--$11,755
Fees for Services Legal-$9,505-$9,505
Other Employee Benefits$8,532--$8,532
Office Expenses$7,049--$7,049
Insurance$6,306--$6,306
Depreciation Depletion$6,027--$6,027
Fees for Services Accounting-$5,528-$5,528
All Other Expenses$3,231--$3,231
Other Expenses$1,741$2,928-$1,741
Interest$1,667--$1,667
Conferences and Meetings$1,490--$1,490
Fees for Services Other$410--$410
Total Functional Expenses$158,707$17,961$0$176,668
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,963
Fundraising Gross Income$7,985
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John T Thompson and Susan AndrewsBoard Members and OfficersRent Paid to Board MembersNo$12,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

John t. Thompson and susan andrews thompson are married.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the executive director and board secretary before filing. Copies are available to all other board members.

Form 990, Part VI, Section B, Line 15

None of the organization's officers are compensated.

Form 990, Part VI, Section C, Line 19

The organization's documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Lotz House Foundation Inc
EIN
26-3201844
Phone
6157907190
Address
1111 COLUMBIA AVENUE, FRANKLIN, TN 37064

Signing Officer

Name
John T Thompson
Title
Executive Director
Phone
6153716100
Signed
2016-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John T Thompson
Formed
2008
Legal Domicile
Tn
Voting Board Members
6
Independent Board Members
6
Employees
5
Volunteers
0

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Jill Hudson
Phone
6153774600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 2.

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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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IRS990/Desc0THE LOTZ HOUSE FOUNDATION PRESERVES THE CIVIL WAR ERA DWELLING FOR FUTURE GENERATIONS TO LEARN ABOUT THE CIVIL WAR BATTLE OF FRAKLIN IN TENNESSEE. IT ALSO COLLECTS AND ACQUIRES CIVIL WAR ERA FURNITURE AND OTHER ITEMS FOR DISPLAY AND EDUCATIONAL PURPOSES, AND MAINTAINS THE DWELLING AND THE GROUNDS FOR TOURS FOR VISITORS AND TOURISTS TO LEARN OF THE BATTLE OF FRANKIN IN 1864. PART OF THE BATTLE TOOK PLACE ON THE PROPERTY GROUNDS.
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0123613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0863261
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/OtherIncome509Grp/TotalAmt055
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98920
IRS990ScheduleA/PublicSupportPY509Pct00.98720
IRS990ScheduleA/PublicSupportTotal509Amt0921024
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt06000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0204797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0263245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0178808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133688
IRS990ScheduleA/Total509Grp/TotalAmt0931024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0204797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0263300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0178808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0133688
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0931079
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07747
IRS990ScheduleD/BuildingsGrp/DepreciationAmt018913
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt026660
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021200
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014454
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035654
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028947
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOHN T THOMPSON AND SUSAN ANDREWS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBERS AND OFFICERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt012000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT PAID TO BOARD MEMBERS
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN T. THOMPSON AND SUSAN ANDREWS THOMPSON ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD SECRETARY BEFORE FILING. COPIES ARE AVAILABLE TO ALL OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE OF THE ORGANIZATION'S OFFICERS ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt056660
IRS990/TotalAssetsEOYAmt047843
IRS990/TotalAssetsGrp/BOYAmt056660
IRS990/TotalAssetsGrp/EOYAmt047843
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024725
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0158707
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176668
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018671
IRS990/TotalLiabilitiesEOYAmt014839
IRS990/TotalLiabilitiesGrp/BOYAmt018671
IRS990/TotalLiabilitiesGrp/EOYAmt014839
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037989
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033004
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0158707
IRS990/TotalProgramServiceRevenueAmt0121620
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-1978
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148934
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171681
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt056660
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047843
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt01111 COLUMBIA AVE
IRS990/USAddress/CityNm0FRANKLIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037064
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LOTZHOUSE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06153716100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOTZ HOUSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOTZ
ReturnHeader/Filer/EIN0263201844
ReturnHeader/Filer/PhoneNum06157907190
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 COLUMBIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370241869
ReturnHeader/PreparerPersonGrp/PhoneNum06153774600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL HUDSON
ReturnHeader/ReturnTs02016-05-11T11:01:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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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