Civic Intelligence

Tennessee Preservation Trust Inc

990 • Fiscal year 2014 • EIN 58-1567010

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileWWW.TENNESSEEPRESERVATIONTRUST.ORG
PO Box 24373Nashville, TN 37202

(615) 963-1255

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.88x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

1.79x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

527%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

249%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$463,151

Up $389,312 (+527%) from 2013

Net Assets

Down

$54,583

Down $19,256 (-26%) from 2013

Liabilities

Up

$408,568

Up $408,568 from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin25th percentile

Revenue

Up

$227,746

Up $162,487 (+249%) from 2013

Expenses

Up

$247,002

Up $167,771 (+212%) from 2013

Net Income

Down

-$19,256

Down $5,284 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$600K$400K$200K$0Assets 2010: $69,456Liabilities 2010: $1,347Net Assets 2010: $68,1092010Assets 2011: $91,987Liabilities 2011: $613Net Assets 2011: $91,3742011Assets 2012: $88,245Liabilities 2012: $434Net Assets 2012: $87,8112012Assets 2013: $73,839Liabilities 2013: $0Net Assets 2013: $73,8392013Assets 2014: $463,151Liabilities 2014: $408,568Net Assets 2014: $54,5832014Assets 2015: $573,718Liabilities 2015: $401,237Net Assets 2015: $172,4812015Assets 2016: $575,192Liabilities 2016: $410,000Net Assets 2016: $165,1922016

Highlighted filing

2014

Assets$463,151
Liabilities$408,568
Net Assets$54,583
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $263,7642010Expenses 2011: $87,5922011Expenses 2012: $72,2622012Revenue 2013: $65,259Expenses 2013: $79,231Net Income 2013: -$13,9722013Revenue 2014: $227,746Expenses 2014: $247,002Net Income 2014: -$19,2562014Revenue 2015: $203,618Expenses 2015: $87,479Net Income 2015: $116,1392015Revenue 2016: $34,247Expenses 2016: $41,536Net Income 2016: -$7,2892016

Highlighted filing

2014

Revenue$227,746
Expenses$247,002
Net Income-$19,256
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$227,746
Mission and Program Overview

Mission

Advocate, educate and preserve historical preservation sites statewide

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$406,575-
Cash and Non-Interest-Bearing Accounts$72,814$56,427▼ $16,387
Accounts Receivable$1,025$149▼ $876
Total Assets$73,839$463,151▲ $389,312
Liabilities
Mortgage Notes Payable Secured by Investment Property-$406,227-
Accounts Payable and Accrued Expenses-$2,341-
Total Liabilities$0$408,568▲ $408,568
Net Assets / Fund Balance
Unrestricted Net Assets$73,839$54,583▼ $19,256
Total Net Assets Fund Balance$73,839$54,583▼ $19,256
Total Liabilities and Net Assets / Fund Balance$73,839$463,151▲ $389,312

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$406,575--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
David CurreyChairman
Pam LewisVice Chairman
Penny BirdAdministrative Coordinator
Mona Lisa WarrenProgram Coordinator
Sara PrestonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,142
Program Service Revenue
$187,580
Investment Income
$24
Other Revenue
$0
All Other Contributions
$5,628
Change in Net Assets
$-19,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,089
Salaries, Compensation, and Employee Benefits$29,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$179,139$1,239-$180,378
Other Salaries and Wages-$27,803-$27,803
Conferences and Meetings$10,607--$10,607
Occupancy-$8,882-$8,882
Advertising-$6,879-$6,879
Office Expenses-$2,325-$2,325
Payroll Taxes-$2,110-$2,110
Fees for Services Accounting-$1,651-$1,651
Other Expenses-$508-$508
Insurance-$-1,390-$-1,390
Total Functional Expenses$189,746$57,256$0$247,002
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Conference$21,433$21,433$9,769$11,664
Total Events$21,433$21,433$9,769$11,664
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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

Members or stockholder classes and rights Part VI line 6

“Membership shall be open to any office, organization, agency, or individual interest or involved in heritage activities. 5 categories of membership - a)non-profit organizations, b)individual members, c)governmental agencies, d)business or professional organizations or offices, e)honorary.voting privileges for each category - a)non-profit org cast 1 vote, b)individuals cast 1 vote, c)government agency cast 1 vote, d)business or professional org cast 1 vote.dues are due from each member and can be different rates for each category.”

Member election for additional members Part VI line 7A

“Board of directors are elected by the membership at the annual meeting. 1/4 of board shall represent west tennessee, 1/4 of board shall represent middle tennessee, 1/4 of board shall represent east tennessee, 1/4 of board shall be at large.the board of directors have a 3 year term that is equally divided (1/3) for renewal.”

Form 990 governing body review Part VI line 11

“Review of the federal tax return 990 is not addressed in the by-laws. The financial books information is required to be reviewed upon request by any member. The financial statements are to be reviewed by an accountant annually.”

CEO executive director top management comp Part VI line 15A

“No compensation shall be paid to officers or members of the board of directors for their services as such members, but by resolution of the board, reimbursement may be allowed for expenses of attending any regular or special meeting of the board or any other authorized activity associated with the trust.”

Other officer or key employee compensation Part VI line 15B

“Compensation of the executive director is determined by the board of directors. In coordination with the executive director, the board of directors will determine other employees' compensation.”

Governing documents etc available to public Part VI line 19

“All books and records may be inspected by any member having voting rights, or such member's agent or attorney, for any proper purpose at any reasonable time.the financial statements will be submitted to the secretary of state for tennessee annually and posted on their website. (www.state.tn.us/sos)the federal tax return will be posted on guidestar's website. (www.givingmatters.guidestar.org)”

Filing and Contact Details

Filer

Filer Name
Tennessee Preservation Trust
EIN
58-1567010
Address
PO BOX 24373, NASHVILLE, TN 37202

Signing Officer

Name
David Currey
Title
Chairman
Phone
6159631255
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
Tn
Voting Board Members
20
Independent Board Members
20
Employees
4

Preparer

Firm
Advanced Tax & Income Services
Address
1008-B FORREST AVE, NASHVILLE, TN 37206
Preparer
William Wallace Ea
Phone
6152275916
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Other expenses - program relatedbook project - $28durhams chapel - $2highlander school project - $10,00010 in tennessee - $348education - $200other expenses - management & generallicenses and permits - $267meals and entertainment - $4supplies - $1255sales tax - $361board expenses - $691”

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IRS990ScheduleD/BuildingsGrp/BookValueAmt0406575
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0406575
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0406575
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09769
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONFERENCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021433
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011664
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09769
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09769
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP SHALL BE OPEN TO ANY OFFICE, ORGANIZATION, AGENCY, OR INDIVIDUAL INTEREST OR INVOLVED IN HERITAGE ACTIVITIES. 5 CATEGORIES OF MEMBERSHIP - A)NON-PROFIT ORGANIZATIONS, B)INDIVIDUAL MEMBERS, C)GOVERNMENTAL AGENCIES, D)BUSINESS OR PROFESSIONAL ORGANIZATIONS OR OFFICES, E)HONORARY.VOTING PRIVILEGES FOR EACH CATEGORY - A)NON-PROFIT ORG CAST 1 VOTE, B)INDIVIDUALS CAST 1 VOTE, C)GOVERNMENT AGENCY CAST 1 VOTE, D)BUSINESS OR PROFESSIONAL ORG CAST 1 VOTE.DUES ARE DUE FROM EACH MEMBER AND CAN BE DIFFERENT RATES FOR EACH CATEGORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING. 1/4 OF BOARD SHALL REPRESENT WEST TENNESSEE, 1/4 OF BOARD SHALL REPRESENT MIDDLE TENNESSEE, 1/4 OF BOARD SHALL REPRESENT EAST TENNESSEE, 1/4 OF BOARD SHALL BE AT LARGE.THE BOARD OF DIRECTORS HAVE A 3 YEAR TERM THAT IS EQUALLY DIVIDED (1/3) FOR RENEWAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW OF THE FEDERAL TAX RETURN 990 IS NOT ADDRESSED IN THE BY-LAWS. THE FINANCIAL BOOKS INFORMATION IS REQUIRED TO BE REVIEWED UPON REQUEST BY ANY MEMBER. THE FINANCIAL STATEMENTS ARE TO BE REVIEWED BY AN ACCOUNTANT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION SHALL BE PAID TO OFFICERS OR MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR SERVICES AS SUCH MEMBERS, BUT BY RESOLUTION OF THE BOARD, REIMBURSEMENT MAY BE ALLOWED FOR EXPENSES OF ATTENDING ANY REGULAR OR SPECIAL MEETING OF THE BOARD OR ANY OTHER AUTHORIZED ACTIVITY ASSOCIATED WITH THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. IN COORDINATION WITH THE EXECUTIVE DIRECTOR, THE BOARD OF DIRECTORS WILL DETERMINE OTHER EMPLOYEES' COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL BOOKS AND RECORDS MAY BE INSPECTED BY ANY MEMBER HAVING VOTING RIGHTS, OR SUCH MEMBER'S AGENT OR ATTORNEY, FOR ANY PROPER PURPOSE AT ANY REASONABLE TIME.THE FINANCIAL STATEMENTS WILL BE SUBMITTED TO THE SECRETARY OF STATE FOR TENNESSEE ANNUALLY AND POSTED ON THEIR WEBSITE. (WWW.STATE.TN.US/SOS)THE FEDERAL TAX RETURN WILL BE POSTED ON GUIDESTAR'S WEBSITE. (WWW.GIVINGMATTERS.GUIDESTAR.ORG)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER EXPENSES - PROGRAM RELATEDBOOK PROJECT - $28DURHAMS CHAPEL - $2HIGHLANDER SCHOOL PROJECT - $10,00010 IN TENNESSEE - $348EDUCATION - $200OTHER EXPENSES - MANAGEMENT & GENERALLICENSES AND PERMITS - $267MEALS AND ENTERTAINMENT - $4SUPPLIES - $1255SALES TAX - $361BOARD EXPENSES - $691
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073839
IRS990/TotalAssetsEOYAmt0463151
IRS990/TotalAssetsGrp/BOYAmt073839
IRS990/TotalAssetsGrp/EOYAmt0463151
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt040142
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057256
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189746
IRS990/TotalFunctionalExpensesGrp/TotalAmt0247002
IRS990/TotalGrossUBIAmt024
IRS990/TotalLiabilitiesEOYAmt0408568
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0408568
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073839
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054583
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt03105
IRS990/TotalOtherProgSrvcRevenueAmt05128
IRS990/TotalProgramServiceExpensesAmt0189746
IRS990/TotalProgramServiceRevenueAmt0187580
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0187580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227746
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt024
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073839
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0463151
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073839
IRS990/UnrestrictedNetAssetsGrp/EOYAmt054583
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0WWW.TENNESSEEPRESERVATIONTRUST.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CURREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06159631255
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TENNESSEE PRESERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TENN
ReturnHeader/Filer/EIN0581567010
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 24373
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621510247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADVANCED TAX & INCOME SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01008-B FORREST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037206
ReturnHeader/PreparerPersonGrp/PhoneNum06152275916
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM WALLACE EA
ReturnHeader/ReturnTs02015-05-21T14:00:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$463,151
Liabilities
$408,568
Net assets
$54,583
Revenue
$227,746
Expenses
$247,002
Net income
-$19,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$5.75$4.10$1.65$0.34$0.42$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.74$4.01$1.72$2.04$0.87$1.16
2014Detailed filing. Detailed filing data is available for this year.$4.63$4.09$0.55$2.28$2.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.65$0.79$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.91$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.01$0.68$2.64
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits