Civic Intelligence

Memphis Chapter for Preservation of Tennessee Antiquities

990 • Fiscal year 2017 • EIN 62-0604627

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

110 Leake AveNashville, TN 37205

(615) 352-8247

Siviq Scores

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

Liabilities / Assets

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.9%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,701,082

Up $39,707 (+0.9%) from 2016

Net Assets

Up

$4,317,442

Up $86,702 (+2.0%) from 2016

Liabilities

Down

$383,640

Down $46,995 (-11%) from 2016

Revenue

Up

$3,655,893

Up $489,076 (+15%) from 2016

Expenses

Up

$3,569,191

Up $226,512 (+6.8%) from 2016

Net Income

Up

$86,702

Up $262,564 (+149%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,764,128Liabilities 2010: $514,882Net Assets 2010: $3,249,2462010Assets 2011: $3,915,019Liabilities 2011: $539,268Net Assets 2011: $3,375,7512011Assets 2012: $4,204,171Liabilities 2012: $574,284Net Assets 2012: $3,629,8872012Assets 2013: $4,353,204Liabilities 2013: $482,028Net Assets 2013: $3,871,1762013Assets 2014: $4,452,015Liabilities 2014: $377,655Net Assets 2014: $4,074,3602014Assets 2015: $4,773,327Liabilities 2015: $366,725Net Assets 2015: $4,406,6022015Assets 2016: $4,661,375Liabilities 2016: $430,635Net Assets 2016: $4,230,7402016Assets 2017: $4,701,082Liabilities 2017: $383,640Net Assets 2017: $4,317,4422017Assets 2018: $5,065,982Liabilities 2018: $558,858Net Assets 2018: $4,507,1242018Assets 2019: $5,695,925Liabilities 2019: $0Net Assets 2019: $5,695,9252019Assets 2020: $6,349,314Liabilities 2020: $970,362Net Assets 2020: $5,378,9522020Assets 2021: $7,377,257Liabilities 2021: $636,137Net Assets 2021: $6,741,1202021Assets 2022: $2,016,065Liabilities 2022: $0Net Assets 2022: $2,016,0652022Assets 2023: $1,882,159Liabilities 2023: $1,703Net Assets 2023: $1,880,4562023Assets 2024: $2,149,953Liabilities 2024: $1,421Net Assets 2024: $2,148,5322024

Highlighted filing

2017

Assets$4,701,082
Liabilities$383,640
Net Assets$4,317,442

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,040,0192010Expenses 2011: $2,066,0752011Expenses 2012: $2,448,2252012Expenses 2013: $2,492,1502013Revenue 2014: $2,789,649Expenses 2014: $2,612,144Net Income 2014: $177,5052014Revenue 2015: $3,269,886Expenses 2015: $2,937,644Net Income 2015: $332,2422015Revenue 2016: $3,166,817Expenses 2016: $3,342,679Net Income 2016: -$175,8622016Revenue 2017: $3,655,893Expenses 2017: $3,569,191Net Income 2017: $86,7022017Revenue 2018: $3,985,519Expenses 2018: $3,795,837Net Income 2018: $189,6822018Revenue 2019: $5,289,371Expenses 2019: $4,100,570Net Income 2019: $1,188,8012019Revenue 2020: $3,944,486Expenses 2020: $4,257,181Net Income 2020: -$312,6952020Revenue 2021: $4,193,595Expenses 2021: $3,075,803Net Income 2021: $1,117,7922021Revenue 2022: $713,760Expenses 2022: $551,240Net Income 2022: $162,5202022Revenue 2023: $586,056Expenses 2023: $553,256Net Income 2023: $32,8002023Revenue 2024: $698,230Expenses 2024: $583,149Net Income 2024: $115,0812024

Highlighted filing

2017

Revenue$3,655,893
Expenses$3,569,191
Net Income$86,702
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$4,192,025
Mission and Program Overview

Mission

Historic preservation and interpretation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,320,596$2,577,230▲ $256,634
Investments in Publicly Traded Securities$1,229,442$1,163,088▼ $66,354
Cash and Non-Interest-Bearing Accounts$411,773$602,287▲ $190,514
Savings and Temporary Cash Investments$494,628$152,555▼ $342,073
Inventories for Sale or Use$139,273$121,693▼ $17,580
Accounts Receivable$47,199$77,904▲ $30,705
Prepaid Expenses and Deferred Charges$12,139$0▼ $12,139
Intangible Assets$6,325$6,325→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$4,661,375$4,701,082▲ $39,707
Other Assets Total-$0-
Liabilities
Other Liabilities$430,635$383,640▼ $46,995
Total Liabilities$430,635$383,640▼ $46,995
Net Assets / Fund Balance
Unrestricted Net Assets$3,969,198$4,067,304▲ $98,106
Permanently Rstr Net Assets$173,482$173,482→ $0
Temporarily Rstr Net Assets$88,060$76,656▼ $11,404
Total Net Assets Fund Balance$4,230,740$4,317,442▲ $86,702
Total Liabilities and Net Assets / Fund Balance$4,661,375$4,701,082▲ $39,707

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,046,716$2,006,068$4,052,784
Equipment$309,262$504,010$813,272
Land$221,252-$221,252
Other Land Buildings-$379$379
Compensation and Service Providers

Board Members and Trustees

NameTitle
Schedule AttachedExecutive Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$226,239
Program Service Revenue
$2,358,471
Investment Income
$33,598
Other Revenue
$1,037,585
All Other Contributions
$204,836
Change in Net Assets
$86,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,911,116
Other Expenses$1,658,075
Total Fundraising Expense$642,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,207,207$248,543$319,555$1,775,305
Depreciation Depletion$196,540$40,464$52,026$289,030
Advertising$104,070$21,426$27,548$153,044
Payroll Taxes$92,351$19,014$24,446$135,811
Fees for Services Accounting$86,957$17,903$23,018$127,878
Insurance$55,051$11,334$14,573$80,958
Office Expenses$33,996$6,999$8,999$49,994
All Other Expenses$16,160$3,327$4,277$23,764
Other Expenses$12,130$2,497$3,211$17,838
Information Technology$5,126$1,055$1,357$7,538
Conferences and Meetings$4,069$838$1,077$5,984
Interest$517$106$137$760
Total Functional Expenses$2,427,049$499,686$642,456$3,569,191
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,685
Fundraising Direct Expenses$50,676
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Historic Events$73,685$73,685$50,676$23,009
Total Events$73,685$73,685$50,676$23,009
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payables and Accrued Expenses$383,640
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

The signing officer reviews form 990

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Association for the Preservation
EIN
62-0604627
Phone
6153528247
Address
110 LEAKE AVE, NASHVILLE, TN 37205

Signing Officer

Name
Glen Civitts
Title
President
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
10
Employees
58

Preparer

Firm
Stone Rudolph & Henry Plc
Address
124 CENTER POINTE DRIVE, CLARKSVILLE, TN 37040-8408
Preparer
Michael A Henley
Phone
9316484786
Raw XML AppendixShowing 400 of 442 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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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt086702
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0665763
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0494628
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0152555
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0204836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0153566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0120692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0215094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0256672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0950860
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024392
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022586
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020809
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016423
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0106995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03844857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03429612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03046439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02943181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02388677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015652766
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022586
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020809
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022785
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0106995
IRS990ScheduleA/InvestmentIncomeCYPct00.00640
IRS990ScheduleA/InvestmentIncomePYPct00.00660
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99360
IRS990ScheduleA/PublicSupportPY509Pct00.99340
IRS990ScheduleA/PublicSupportTotal509Amt016603626
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04049693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03583178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03167131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03158275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02645349
IRS990ScheduleA/Total509Grp/TotalAmt016603626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04074085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03605764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03187940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03181060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02661772
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016710621
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0309262
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0504010
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0813272
IRS990ScheduleD/LandGrp/BookValueAmt0221252
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0221252
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02046716
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02006068
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04052784
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0379
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0379
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0383640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLES AND ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02577230
IRS990ScheduleD/TotalLiabilityAmt0383640
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050676
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL HISTORIC EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt073685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073685
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023009
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050676
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SIGNING OFFICER REVIEWS FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt088060
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt076656
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04661375
IRS990/TotalAssetsEOYAmt04701082
IRS990/TotalAssetsGrp/BOYAmt04661375
IRS990/TotalAssetsGrp/EOYAmt04701082
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0226239
IRS990/TotalEmployeeCnt058
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0642456
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0499686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02427049
IRS990/TotalFunctionalExpensesGrp/TotalAmt03569191
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0430635
IRS990/TotalLiabilitiesEOYAmt0383640
IRS990/TotalLiabilitiesGrp/BOYAmt0430635
IRS990/TotalLiabilitiesGrp/EOYAmt0383640
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04230740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04317442
IRS990/TotalProgramServiceExpensesAmt02427049
IRS990/TotalProgramServiceRevenueAmt02358471

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.70$0.58$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.59$0.55$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.71$0.55$0.16
2021Detailed filing. Detailed filing data is available for this year.$7.38$0.64$6.74$4.19$3.08$1.12
2020Detailed filing. Detailed filing data is available for this year.$6.35$0.97$5.38$3.94$4.26$0.31
2019Summary only. Only limited summary data is available for this year.$5.70$0.00$5.70$5.29$4.10$1.19
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.56$4.51$3.99$3.80$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.70$0.38$4.32$3.66$3.57$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.66$0.43$4.23$3.17$3.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.77$0.37$4.41$3.27$2.94$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.38$4.07$2.79$2.61$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.48$3.87$2.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.57$3.63$2.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.54$3.38$2.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.51$3.25$2.04