Civic Intelligence

Andrew Jackson Foundation Formerly Ladies' Hermitage Association

EIN 62-0478087 • 501(c)3 • Hermitage, TN

View Organization Page

Profile

The mission of the andrew jackson foundation, a non-profit organization founded in 1889, is to preserve the home of andrew jackson and to serve as a learning resource for the diverse public. We will engage the public through preservation, exhibitions, education, research and publications to increase the understanding of the complex issues of andrew jackson and his times, to discuss their relationship to issues and events of today, and to inspire cultural citizenship.

4580 Rachels LaneHermitage, TN 37076

www.thehermitage.com

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.20x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.63x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

19th percentile

-8.6%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$202,680

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

17th percentile

-5.2%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$18,126,188

Down $995,749 (-5.2%) from 2024

Liabilities

Down

$3,651,714

Down $886,349 (-20%) from 2024

Net Assets

Down

$14,474,474

Down $109,400 (-0.8%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin19th percentile

Revenue

Down

$5,789,610

Down $3,023,336 (-34%) from 2024

Expenses

Down

$6,287,038

Down $581,799 (-8.5%) from 2024

Net Income

Down

-$497,428

Down $2,441,537 (-126%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,592,718Liabilities 2011: $514,397Net Assets 2011: $7,078,3212011Assets 2012: $7,904,275Liabilities 2012: $767,027Net Assets 2012: $7,137,2482012Assets 2013: $7,566,821Liabilities 2013: $242,685Net Assets 2013: $7,324,1362013Assets 2014: $8,689,716Liabilities 2014: $321,729Net Assets 2014: $8,367,9872014Assets 2015: $8,515,757Liabilities 2015: $428,484Net Assets 2015: $8,087,2732015Assets 2016: $8,076,560Liabilities 2016: $421,252Net Assets 2016: $7,655,3082016Assets 2017: $8,376,955Liabilities 2017: $359,971Net Assets 2017: $8,016,9842017Assets 2018: $9,601,694Liabilities 2018: $505,225Net Assets 2018: $9,096,4692018Assets 2019: $10,709,380Liabilities 2019: $592,101Net Assets 2019: $10,117,2792019Assets 2020: $11,289,800Liabilities 2020: $1,446,137Net Assets 2020: $9,843,6632020Assets 2021: $11,010,285Liabilities 2021: $1,398,464Net Assets 2021: $9,611,8212021Assets 2022: $11,435,017Liabilities 2022: $2,171,855Net Assets 2022: $9,263,1622022Assets 2023: $14,646,951Liabilities 2023: $2,512,808Net Assets 2023: $12,134,1432023Assets 2024: $19,121,937Liabilities 2024: $4,538,063Net Assets 2024: $14,583,8742024Assets 2025: $18,126,188Liabilities 2025: $3,651,714Net Assets 2025: $14,474,4742025

Highlighted filing

2025

Assets$18,126,188
Liabilities$3,651,714
Net Assets$14,474,474
Open 2025 Filing

Operations Trend

Revenue Growth8th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,284,806Expenses 2011: $3,224,580Net Income 2011: $60,2262011Expenses 2012: $3,360,4202012Expenses 2013: $3,672,4012013Revenue 2014: $4,879,502Expenses 2014: $3,859,514Net Income 2014: $1,019,9882014Revenue 2015: $4,118,964Expenses 2015: $4,391,859Net Income 2015: -$272,8952015Revenue 2016: $4,225,319Expenses 2016: $4,679,055Net Income 2016: -$453,7362016Revenue 2017: $5,346,960Expenses 2017: $5,018,645Net Income 2017: $328,3152017Revenue 2018: $6,423,262Expenses 2018: $5,367,436Net Income 2018: $1,055,8262018Revenue 2019: $6,645,258Expenses 2019: $5,656,580Net Income 2019: $988,6782019Revenue 2020: $5,094,406Expenses 2020: $5,369,436Net Income 2020: -$275,0302020Revenue 2021: $4,320,645Expenses 2021: $4,706,763Net Income 2021: -$386,1182021Revenue 2022: $5,454,412Expenses 2022: $5,464,344Net Income 2022: -$9,9322022Revenue 2023: $8,643,061Expenses 2023: $6,021,278Net Income 2023: $2,621,7832023Revenue 2024: $8,812,946Expenses 2024: $6,868,837Net Income 2024: $1,944,1092024Revenue 2025: $5,789,610Expenses 2025: $6,287,038Net Income 2025: -$497,4282025

Highlighted filing

2025

Revenue$5,789,610
Expenses$6,287,038
Net Income-$497,428
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,126,188
Liabilities
$3,651,714
Net assets
$14,474,474
Revenue
$5,789,610
Expenses
$6,287,038
Net income
-$497,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.1$3.65$14.5$5.79$6.29$0.50
2024Detailed filing. Detailed filing data is available for this year.$19.1$4.54$14.6$8.81$6.87$1.94
2023Detailed filing. Detailed filing data is available for this year.$14.6$2.51$12.1$8.64$6.02$2.62
2022Detailed filing. Detailed filing data is available for this year.$11.4$2.17$9.26$5.45$5.46$0.01
2021Detailed filing. Detailed filing data is available for this year.$11.0$1.40$9.61$4.32$4.71$0.39
2020Detailed filing. Detailed filing data is available for this year.$11.3$1.45$9.84$5.09$5.37$0.28
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.59$10.1$6.65$5.66$0.99
2018Detailed filing. Detailed filing data is available for this year.$9.60$0.51$9.10$6.42$5.37$1.06
2017Detailed filing. Detailed filing data is available for this year.$8.38$0.36$8.02$5.35$5.02$0.33
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.42$7.66$4.23$4.68$0.45
2015Detailed filing. Detailed filing data is available for this year.$8.52$0.43$8.09$4.12$4.39$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.69$0.32$8.37$4.88$3.86$1.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.57$0.24$7.32$3.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.90$0.77$7.14$3.36
2011Summary only. Only limited summary data is available for this year.$7.59$0.51$7.08$3.28$3.22$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 9, 2026
Return Version
2024v5.0
Gross Receipts
$8,837,961
Mission and Program Overview

Mission

The mission of the andrew jackson foundation is to preserve the home place of andrew jackson, to create learning opportunities, and to inspire citizenship through experiencing the life and unique impact of jackson.

To preserve the 1,120 acre historic property, maintain and preserve the hermitage mansion and 27 other structures and collections including new exterior paint and installing a lightning prevention system, provide educational programs to the public including jr. Docent program, hands-on history, the rachel virtual class, hermitage home school days, make the site available to 220,000+/- guests annually, and host events, programs and activities that inspire a love of american history including black history month, the battle of new orleans and veteran's day programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,666,939$9,710,522▲ $43,583
Investments in Publicly Traded Securities$7,741,396$7,037,749▼ $703,647
Savings and Temporary Cash Investments$342,292$396,482▲ $54,190
Cash and Non-Interest-Bearing Accounts$294,572$171,283▼ $123,289
Inventories for Sale or Use$200,952$167,784▼ $33,168
Accounts Receivable$22,499--
Pledges and Grants Receivable$329,944$19,000▼ $310,944
Prepaid Expenses and Deferred Charges$16,319$3,328▼ $12,991
Total Assets$19,121,937$18,126,188▼ $995,749
Other Assets Total$507,024$620,040▲ $113,016
Liabilities
Deferred Revenue$4,022,756$3,302,101▼ $720,655
Accounts Payable and Accrued Expenses$379,191$222,399▼ $156,792
Other Liabilities$136,116$127,214▼ $8,902
Total Liabilities$4,538,063$3,651,714▼ $886,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,283,063$12,184,818▼ $98,245
Net Assets With Donor Restrictions$2,300,811$2,289,656▼ $11,155
Total Net Assets Fund Balance$14,583,874$14,474,474▼ $109,400
Total Liabilities and Net Assets / Fund Balance$19,121,937$18,126,188▼ $995,749

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,421,994$8,596,460$15,018,454
Equipment$440,604$2,712,343$3,152,947
Leasehold Improvements$1,483,048$437,368$1,920,416
Other Land Buildings$1,033,279$422,518$1,455,797
Land$331,597-$331,597

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,328,113---$1,328,113
2023$1,219,138$108,975--$1,328,113
2022$219,118$1,000,020--$1,219,138
2021$116,968$102,150--$219,118
2020$115,318$1,650--$116,968
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason ZajacPresident &FT$186,862$15,818$202,680
Jason ZajacPresident & CEO-$186,862$15,818$202,680
Howard KittellPast CEO-$17,063$484$17,547

Board Members and Trustees

NameTitle
Brian KilmeadeBoard Member
Deedee WadeBoard Member
Dj FarrisBoard Member
Harrison FristBoard Member
Irwin E FisherBoard Member
Janet AyersBoard Member
Jeff DahlgrenBoard Member
Jim FreeBoard Member
Karl F DeanBoard Member
Kurt WinsteadBoard Member
Laura SmithBoard Member
Mara LiassonBoard Member
Michael Shane NealBoard Member
Mitchel BoneBoard Member
Shane HooperBoard Member
Susan AbashamBoard Member
Susan H WhitakerBoard Member
Wl Gray JrBoard Member
Bo WatsonEx Officio
Tre HargettEx Officio
Carol YochemImmediatepas
Pam KobanRegent
John Nau IiiRegent Emeri
Andrew Jackson Aj DonelsonSecretary
Marees ChoppinTreasurer
James a HaltomVice Regent

Highest Paid Contractors

ContractorServicesLocationCompensation
Wright ConstructionConstruction204 SHADY GROVE RD, Nashville, TN 37214$192,650
Fayette Janitorial Services LLCJanitorial7120 HWY 76, Somerville, TN 38068$181,508
Nashville Electric ServiceConstruction1214 CHURCH ST 100, Nashville, TN 37246$118,859
Wasco INCConstruction1122 2ND AVE N, Nashville, TN 37208$112,810
Speak CreativeWebsite Host1625 BROADWAY UNIT 510, Nashville, TN 37203$104,270
Revenue and Support

Revenue Composition

Contributions and Grants
$1,599,450
Program Service Revenue
$3,393,934
Investment Income
$423,570
Other Revenue
$372,656
All Other Contributions
$875,177
Change in Net Assets
$-497,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,502,376
Revenue Not Reported on Financial Statements
$287,234
Revenue Not Reported on Form 990
$1,348,693
Other Revenue Adjustments
$239,951
Total Revenue per Audited Statements
$6,851,069
Total Revenue per Form 990
$5,789,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,173,490
Other Expenses$3,113,048
Total Fundraising Expense$437,696
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,096,538$167,006$200,412$2,463,956
Depreciation Depletion$728,208$4,114-$732,322
Occupancy$698,351$1,179$1,046$700,576
Fees for Services Other$383,765$186,357-$570,122
Advertising$274,915$180$56,804$331,899
Office Expenses$241,203$41,877$12,637$295,717
Other Employee Benefits$199,157$37,763$18,814$255,734
Current Officers, Directors, Trustees, and Key Employees$88,091$66,068$66,068$220,227
Payroll Taxes$157,257$27,936$14,872$200,065
Insurance$139,745$25,818$13,472$179,035
Information Technology$81,913$3,850$28,088$113,851
Fees for Service Investment Mgmnt Fees-$47,283-$47,283
Pension Plan Contributions$27,501$968$5,039$33,508
Fees for Services Accounting-$23,166-$23,166
Other Expenses$3,290$6,940$494$6,940
Travel$2,256$2,943$309$5,508
Grants to Domestic Individuals$500--$500
All Other Expenses$-1,278--$-1,278
Total Functional Expenses$5,191,803$657,539$437,696$6,287,038

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,960,468
Total Expenses per Form 990$6,287,038
Expenses per Audited Statements$6,239,755
Expenses Not Reported on Form 990$720,713
Expenses Not Reported on Financial Statements$47,283
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,933
Fundraising Direct Expenses$86,657
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising - S$102,533$100,933$86,657$14,276
Total Events$102,533$100,933$86,657$14,276
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Salaries & Wages$121,911
Sales Tax Payable$5,303
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 7A

“The members of the board of directors are elected by the board itself at its annual meeting.”

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

“The 990 is reviewed by the ceo and the vp of finance. The 990 is also made available to the board to review before it is signed.”

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

“New board members are trained on policy and procedure which contains the conflict of interest policy.”

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

“The ceo is reviewed by a board committee and items addressed in the multi- year contract are assessed. For salaries of ceo and other executives, market values are determined within budget constraints and comparable positions in the region.”

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

“For salaries of ceo and other executives,market values are determined within budget constraints and comparable positions in the region.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. Financial information is also disclosed in the annual report.”

Filing and Contact Details

Filer

Filer Name
Andrew Jackson Foundation
EIN
62-0478087
Phone
6158892941
Address
4580 RACHELS LANE, HERMITAGE, TN 37076

Signing Officer

Name
Jason Zajac
Title
President & CEO
Phone
6158892941
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Zajac
Formed
1889
Legal Domicile
Tn
Voting Board Members
23
Independent Board Members
23
Employees
73
Volunteers
35

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY STE 720, BRENTWOOD, TN 37027-5098
Preparer
Larry D Mullins
Phone
6153708576
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Book/tax differences -239,951 rounding -1 total -239,952”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is a tax-exempt organization under section 501(c)(3) of the internal revenue code, ("the code") and is not classified as a private foundation. As such, only unrelated business income, as defined by sections 512(a)(1) of the code, is subject to federal income tax. The foundation's primary source of unrelated business income is a portion of the museum store's activity. The foundation's expense for federal income tax on unrelated business activities totaled 5,855 and 9,164 for the years ended june 30, 2025 and 2024, respectively. The foundation files an annual information return (form 990) and an exempt organization business income tax return (form 990-t) with the u.s. Government. At june 30, 2025, the foundation is no longer subject to u.s. Tax examinations of these returns by tax authorities for years before june 30, 2021. The foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions which are material to the financial statements.”

Schedule D, Page 4, Part XI, Line 2D

“Cost of goods sold 638,156 special event expenses 82,557”

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

“Book/tax differences 239,951”

Schedule D, Page 4, Part XII, Line 2D

“Cost of goods sold 638,156 special event expenses 82,557”

Raw XML AppendixShowing 400 of 777 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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