Civic Intelligence

Oaklands Association Incorporated

990 • Fiscal year 2016 • EIN 62-0717481

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization ProfileN/A
900 N Maney AveMurfreesboro, TN 37130

(615) 893-0022

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$43,400

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.0%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,484,970

Up $48,907 (+2.0%) from 2015

Net Assets

Up

$2,479,210

Up $48,064 (+2.0%) from 2015

Liabilities

Up

$5,760

Up $843 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin71st percentile

Revenue

Up

$355,286

Up $107,014 (+43%) from 2015

Expenses

Up

$314,626

Up $31,683 (+11%) from 2015

Net Income

Up

$40,660

Up $75,331 (+217%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,039,830Liabilities 2011: $4,130Net Assets 2011: $2,035,7002011Assets 2012: $2,012,232Liabilities 2012: $6,423Net Assets 2012: $2,005,8092012Assets 2013: $1,977,071Liabilities 2013: $6,094Net Assets 2013: $1,970,9772013Assets 2014: $2,470,484Liabilities 2014: $4,667Net Assets 2014: $2,465,8172014Assets 2015: $2,436,063Liabilities 2015: $4,917Net Assets 2015: $2,431,1462015Assets 2016: $2,484,970Liabilities 2016: $5,760Net Assets 2016: $2,479,2102016Assets 2017: $2,442,493Liabilities 2017: $5,983Net Assets 2017: $2,436,5102017Assets 2018: $2,448,811Liabilities 2018: $9,033Net Assets 2018: $2,439,7782018Assets 2019: $2,548,790Liabilities 2019: $7,032Net Assets 2019: $2,541,7582019Assets 2020: $2,574,656Liabilities 2020: $3,545Net Assets 2020: $2,571,1112020Assets 2021: $2,683,947Liabilities 2021: $4,146Net Assets 2021: $2,679,8012021Assets 2022: $2,580,236Liabilities 2022: $3,809Net Assets 2022: $2,576,4272022Assets 2023: $2,605,346Liabilities 2023: $6,842Net Assets 2023: $2,598,5042023Assets 2024: $2,700,346Liabilities 2024: $72,378Net Assets 2024: $2,627,9682024

Highlighted filing

2016

Assets$2,484,970
Liabilities$5,760
Net Assets$2,479,210
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $173,2982011Expenses 2012: $225,8092012Revenue 2013: $172,701Expenses 2013: $207,533Net Income 2013: -$34,8322013Revenue 2014: $727,639Expenses 2014: $232,799Net Income 2014: $494,8402014Revenue 2015: $248,272Expenses 2015: $282,943Net Income 2015: -$34,6712015Revenue 2016: $355,286Expenses 2016: $314,626Net Income 2016: $40,6602016Revenue 2017: $282,316Expenses 2017: $343,119Net Income 2017: -$60,8032017Revenue 2018: $445,619Expenses 2018: $397,844Net Income 2018: $47,7752018Revenue 2019: $366,591Expenses 2019: $318,355Net Income 2019: $48,2362019Revenue 2020: $300,706Expenses 2020: $293,760Net Income 2020: $6,9462020Revenue 2021: $299,210Expenses 2021: $223,553Net Income 2021: $75,6572021Revenue 2022: $332,172Expenses 2022: $292,599Net Income 2022: $39,5732022Revenue 2023: $250,684Expenses 2023: $283,022Net Income 2023: -$32,3382023Revenue 2024: $367,420Expenses 2024: $349,377Net Income 2024: $18,0432024

Highlighted filing

2016

Revenue$355,286
Expenses$314,626
Net Income$40,660
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$393,875
Mission and Program Overview

Mission

To preserve a historic structure, the oaklands mansion, so that the public can visualize a piece of history and be educated as to past generations way of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$1,488,537$1,488,537→ $0
Land, Buildings, and Equipment, Net$1,487,900$1,487,474▼ $426
Rtn Earn Endowment Incm Other Fnds$487,216$535,280▲ $48,064
Cap Stk Tr Prin Current Funds$455,393$455,393→ $0
Other Notes and Loans Receivable, Net$442,075$433,828▼ $8,247
Investments in Publicly Traded Securities-$264,918-
Savings and Temporary Cash Investments$492,818$154,320▼ $338,498
Cash and Non-Interest-Bearing Accounts$5,041$134,051▲ $129,010
Inventories for Sale or Use$8,229$8,229→ $0
Prepaid Expenses and Deferred Charges-$2,050-
Accounts Receivable-$100-
Total Assets$2,436,063$2,484,970▲ $48,907
Liabilities
Accounts Payable and Accrued Expenses$4,917$5,760▲ $843
Total Liabilities$4,917$5,760▲ $843
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,431,146$2,479,210▲ $48,064
Total Liabilities and Net Assets / Fund Balance$2,436,063$2,484,970▲ $48,907

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,487,474-$1,487,474
Equipment-$5,148$5,148

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$487,216---$487,216
2015$487,216---$487,216
2014--▲ $487,216-$487,216
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Manning JrExecutive DirectorFT$40,031$3,369$43,400

Board Members and Trustees

NameTitle
Dixie PhillipsPresident
Deborah BelcherVice President
Betty HordTrustee
David ParsonsTrustee
Delia GoodmanTrustee
John C MurphyTrustee
Kevin BraggTrustee
Larry CastelliTrustee
Libby GreenTrustee
Mary Catherine SevierTrustee
Sara BellTrustee
Susan TaylorTrustee
Ted GoodmanTrustee
Margie WeatherfordSecretary
Mark CrockerTreasurer
Charlie BaumTrusee
Revenue and Support

Revenue Composition

Contributions and Grants
$169,619
Program Service Revenue
$71,106
Investment Income
$22,882
Other Revenue
$91,679
All Other Contributions
$89,824
Change in Net Assets
$40,660

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$180,313
Other Expenses$134,313
Total Fundraising Expense$22,015
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$80,918$33,887$6,558$121,363
Occupancy$78,406$9,265-$87,671
Current Officers, Directors, Trustees, and Key Employees$10,665$21,329$10,664$42,658
Payroll Taxes$7,103$4,283$1,336$12,722
Office Expenses$7,196$2,214$1,660$11,070
Insurance$6,684$3,403$98$10,185
Fees for Services Accounting-$4,658-$4,658
Fees for Services Other$2,449$745$985$4,179
Other Employee Benefits$714$2,142$714$3,570
Advertising$1,868$1,036-$2,904
Other Expenses$1,430$2,776-$2,776
All Other Expenses$2,356$321-$2,677
Fees for Service Investment Mgmnt Fees-$1,477-$1,477
Conferences and Meetings$54$463-$517
Depreciation Depletion-$426-$426
Total Functional Expenses$204,186$88,425$22,015$314,626
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,803
Fundraising Direct Expenses$25,468
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
July Party$24,610$9,725$2,554$7,171
Gala$25,455$4,875$1,969$2,906
Total Events$87,018$48,803$25,468$23,335
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
No
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
No
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 governing body review Part VI line 11

“Form 990 is made available to the full board in draft form prior to its issuance. Board relies on the treasurer to review in detail.”

Conflict of interest policy compliance Part VI line 12C

“Board members have adopted a code of ethics, which outlines the guiding principles for oaklands association inc. This code of ethics contains a conflict of interest policy that indicates board members are to act in the best interest of the association. The code of ethics is evaluated every 3 years by the board of directors under the direction of the president.”

CEO executive director top management comp Part VI line 15A

“Executive committee of the board meets to review compensation of executive director on annual basis. Consideration is given to compensation paid by similar local organizations in determining annual salary.”

Governing documents etc available to public Part VI line 19

“Governing documents, including form 990, charter and bylaws of the organization are available to the public for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Oaklands Association Inc
EIN
62-0717481
Address
900 N MANEY AVE, MURFREESBORO, TN 37130

Signing Officer

Name
Mark Crocker
Title
Treasurer
Phone
6158930022
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Manning Jr
Formed
1959
Legal Domicile
Tn
Voting Board Members
16
Independent Board Members
16
Employees
16
Volunteers
150

Preparer

Firm
Tim Montgomery CPA PLLC
Address
412 Golden Bear Court Suite B208, MURFREESBORO, TN 37128
Preparer
Tim Montgomery
Phone
6158958151
Supplemental Narrative

Financial Statement Notes

Not reporting collections (Part III, line 1A)

“Oaklands mansion is a historic structure dating back to pre-civil war days. Period pieces of furniture and artwork are also part of the exhibit. It is maintained and open to the public for tours on a daily basis. Educational programs are also provided on a periodic basis.”

Collections descriptions (Part III, line 4)

“Collection includes the mansion, surrounding buildings, and various artifacts and period appropriate furniture and fixtures. Items are displayed to educate public and encourage appreciation of history of the mansion and local history through visual and hands on exhibits. Various exhibits throughout the year are used to preserve history and explain lifestyle of previous generations.”

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IRS990/Form990PartVIISectionAGrp/PersonNm2MARGIE WEATHERFORD
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH BELCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLIE BAUM
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY CASTELLI
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN BRAGG
IRS990/Form990PartVIISectionAGrp/PersonNm7DELIA GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8TED GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY CATHERINE SEVIER
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IRS990/Form990PartVIISectionAGrp/PersonNm14LIBBY GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm15SARA BELL
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES MANNING JR
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt016580
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PRESERVE A HISTORIC STRUCTURE, THE OAKLANDS MANSION, SO THAT THE PUBLIC CAN VISUALIZE A PIECE OF HISTORY AND BE EDUCATED AS TO PAST GENERATIONS WAY OF LIFE.
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09265
IRS990/OccupancyGrp/ProgramServicesAmt078406
IRS990/OccupancyGrp/TotalAmt087671
IRS990/OfficeExpensesGrp/FundraisingAmt01660
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02214
IRS990/OfficeExpensesGrp/ProgramServicesAmt07196
IRS990/OfficeExpensesGrp/TotalAmt011070
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0714
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0714
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IRS990/OtherExpensesGrp/Desc1EXHIBIT EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD CHARGES
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IRS990/OtherExpensesGrp/ProgramServicesAmt04343
IRS990/OtherExpensesGrp/ProgramServicesAmt11430
IRS990/OtherExpensesGrp/TotalAmt04343
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IRS990/OtherExpensesGrp/TotalAmt22776
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06558
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033887
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt080918
IRS990/OtherSalariesAndWagesGrp/TotalAmt0121363
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0442075
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0433828
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01336
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04283
IRS990/PayrollTaxesGrp/ProgramServicesAmt07103
IRS990/PayrollTaxesGrp/TotalAmt012722
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01488537
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01488537
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02050
IRS990/PrincipalOfficerNm0JAMES MANNING JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561520
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IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212357
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0108915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0610633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt090342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt075108
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt052684
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt07079
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,484,970
Liabilities
$5,760
Net assets
$2,479,210
Revenue
$355,286
Expenses
$314,626
Net income
$40,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.07$2.63$0.37$0.35$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.01$2.60$0.25$0.28$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.33$0.29$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.30$0.22$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.30$0.29$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.37$0.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.01$2.44$0.45$0.40$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.44$0.28$0.34$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.01$2.48$0.36$0.31$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.43$0.25$0.28$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.73$0.23$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$0.17$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.01$2.01$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.17