Civic Intelligence

Tennessee Historical Society

EIN 62-1053507 • 501(c)3 • Nashville, TN

Profile

To promote interest in and preservation of all matters relating to the history of tennessee.

War Memorial BuildingNashville, TN 37243

www.tennesseehistory.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

38th percentile

-0.1%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

68th percentile

$103,657

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-4.9%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,327,354

Up $77,412 (+6.2%) from 2024

Liabilities

Down

$10,885

Down $1,450 (-12%) from 2024

Net Assets

Up

$1,316,469

Up $78,862 (+6.4%) from 2024

Operations
Liabilities / Revenue38th percentileNet Margin38th percentile

Revenue

Down

$358,301

Down $18,549 (-4.9%) from 2024

Expenses

Up

$358,817

Up $971 (+0.3%) from 2024

Net Income

Down

-$516

Down $19,520 (-103%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $465,261Liabilities 2011: $30,178Net Assets 2011: $435,0832011Assets 2012: $492,372Liabilities 2012: $17,086Net Assets 2012: $475,2862012Assets 2013: $532,279Liabilities 2013: $25,205Net Assets 2013: $507,0742013Assets 2014: $542,410Liabilities 2014: $24,124Net Assets 2014: $518,2862014Assets 2015: $516,931Liabilities 2015: $23,870Net Assets 2015: $493,0612015Assets 2016: $485,127Liabilities 2016: $31,166Net Assets 2016: $453,9612016Assets 2017: $547,455Liabilities 2017: $17,237Net Assets 2017: $530,2182017Assets 2018: $673,799Liabilities 2018: $27,489Net Assets 2018: $646,3102018Assets 2019: $723,998Liabilities 2019: $18,839Net Assets 2019: $705,1592019Assets 2020: $995,452Liabilities 2020: $95,642Net Assets 2020: $899,8102020Assets 2021: $1,106,235Liabilities 2021: $35,500Net Assets 2021: $1,070,7352021Assets 2022: $1,049,329Liabilities 2022: $14,706Net Assets 2022: $1,034,6232022Assets 2023: $1,098,343Liabilities 2023: $15,340Net Assets 2023: $1,083,0032023Assets 2024: $1,249,942Liabilities 2024: $12,335Net Assets 2024: $1,237,6072024Assets 2025: $1,327,354Liabilities 2025: $10,885Net Assets 2025: $1,316,4692025

Highlighted filing

2025

Assets$1,327,354
Liabilities$10,885
Net Assets$1,316,469
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $213,150Expenses 2011: $247,438Net Income 2011: -$34,2882011Revenue 2012: $347,383Expenses 2012: $282,997Net Income 2012: $64,3862012Revenue 2013: $224,463Expenses 2013: $228,774Net Income 2013: -$4,3112013Revenue 2014: $263,524Expenses 2014: $321,274Net Income 2014: -$57,7502014Revenue 2015: $249,690Expenses 2015: $277,746Net Income 2015: -$28,0562015Revenue 2016: $216,070Expenses 2016: $224,484Net Income 2016: -$8,4142016Revenue 2017: $356,828Expenses 2017: $301,944Net Income 2017: $54,8842017Revenue 2018: $417,949Expenses 2018: $326,359Net Income 2018: $91,5902018Revenue 2019: $373,880Expenses 2019: $312,317Net Income 2019: $61,5632019Revenue 2020: $585,318Expenses 2020: $402,416Net Income 2020: $182,9022020Revenue 2021: $406,132Expenses 2021: $396,546Net Income 2021: $9,5862021Revenue 2022: $454,160Expenses 2022: $289,214Net Income 2022: $164,9462022Revenue 2023: $326,394Expenses 2023: $351,482Net Income 2023: -$25,0882023Revenue 2024: $376,850Expenses 2024: $357,846Net Income 2024: $19,0042024Revenue 2025: $358,301Expenses 2025: $358,817Net Income 2025: -$5162025

Highlighted filing

2025

Revenue$358,301
Expenses$358,817
Net Income-$516
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,327,354
Liabilities
$10,885
Net assets
$1,316,469
Revenue
$358,301
Expenses
$358,817
Net income
-$516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.01$1.32$0.36$0.36$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.38$0.36$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.02$1.08$0.33$0.35$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.03$0.45$0.29$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.04$1.07$0.41$0.40$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.10$0.90$0.59$0.40$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.71$0.37$0.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.03$0.65$0.42$0.33$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.53$0.36$0.30$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.03$0.45$0.22$0.22$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.49$0.25$0.28$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.02$0.52$0.26$0.32$0.06
2013Summary only. Only limited summary data is available for this year.$0.53$0.03$0.51$0.22$0.23$0.00
2012Summary only. Only limited summary data is available for this year.$0.49$0.02$0.48$0.35$0.28$0.06
2011Summary only. Only limited summary data is available for this year.$0.47$0.03$0.44$0.21$0.25$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$358,301
Mission and Program Overview

Mission

To promote interest in and preservation of all matters relating to the history of tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,022,013$1,212,077▲ $190,064
Cash and Non-Interest-Bearing Accounts$86,209$75,305▼ $10,904
Pledges and Grants Receivable$109,951$28,119▼ $81,832
Savings and Temporary Cash Investments$26,066$6,613▼ $19,453
Inventories for Sale or Use$5,133$5,133→ $0
Land, Buildings, and Equipment, Net$570$107▼ $463
Total Assets$1,249,942$1,327,354▲ $77,412
Liabilities
Accounts Payable and Accrued Expenses$12,335$10,885▼ $1,450
Total Liabilities$12,335$10,885▼ $1,450
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,090,442$1,156,761▲ $66,319
Net Assets With Donor Restrictions$147,165$159,708▲ $12,543
Total Net Assets Fund Balance$1,237,607$1,316,469▲ $78,862
Total Liabilities and Net Assets / Fund Balance$1,249,942$1,327,354▲ $77,412

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$107$14,269$14,376

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,048,079$37,400▲ $147,211-$1,218,690
2023$839,231$50,000▲ $158,848-$1,048,079
2022$649,845$90,000▲ $99,386-$839,231
2021$771,264-▼ $121,419-$649,845
2020$575,333-▲ $193,931-$771,264
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer C CoreExecutive DiFT$89,870$13,787$103,657

Board Members and Trustees

NameTitle
Anna Durham WindrowPresident
Dan PomeroyBoard Meber
Adam DicksonBoard Member
Ashley Brown HowellBoard Member
Charles TrostBoard Member
Crystal DegregoryBoard Member
J Roderick Heller IiiBoard Member
James RitterBoard Member
Jim EmisonBoard Member
Linda Moss MinesBoard Member
Robert N Buchanan IiiBoard Member
Sam WhitsonBoard Member
Craig FitzhughSecretary
Andrew MayTreasurer
Daryl a CarterVP - East Tn
A J KazimiVP - Mid Tn
Charles a SherrillVP - State a
Derita Coleman WilliamsVP - West Tn
Revenue and Support

Revenue Composition

Contributions and Grants
$258,154
Program Service Revenue
$34,190
Investment Income
$53,833
Other Revenue
$12,124
All Other Contributions
$74,490
Change in Net Assets
$-516

Audited Revenue Reconciliation

Revenue per Audited Statements
$358,301
Revenue Not Reported on Form 990
$97,145
Total Revenue per Audited Statements
$455,446
Total Revenue per Form 990
$358,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$190,003
Other Expenses$143,814
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,829$51,828-$103,657
Other Salaries and Wages$59,663$3,336-$62,999
Fees for Services Other$38,687$7,807-$46,494
Grants to Domestic Orgs$25,000--$25,000
Conferences and Meetings$15,104$266-$15,370
Fees for Services Accounting-$14,597-$14,597
Payroll Taxes$8,117$3,648-$11,765
Other Employee Benefits$9,058$377-$9,435
Other Expenses$5,443$3,162-$5,443
Travel$4,953--$4,953
All Other Expenses$4,124--$4,124
Insurance-$2,508-$2,508
Pension Plan Contributions$2,061$86-$2,147
Depreciation Depletion-$463-$463
Total Functional Expenses$270,739$88,078$0$358,817

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$376,584
Expenses per Audited Statements$358,817
Total Expenses per Form 990$358,817
Expenses Not Reported on Form 990$17,767
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of TennesseeKnoxville, TN501c3Education & Research$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
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, Page 6, Part VI, Line 7A

“Directors shall be elected by the affirmative vote of a majority of the board then in office at the last meeting of the board in each fiscal year or at any other meeting of the board called for such purpose.”

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

“The executive director reviews the form 990 and all its schedules before submission.”

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

“The board reviews annual conflict of interest disclosure forms to determine if policies need to be updated based upon responses of board members.”

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

“Board of directors approve the compensation for the executive director with the approval of the annual budget.”

Form 990, Page 6, Part VI, Line 19

“The documents are made available to the public through givingmatters.com as well as maintained by the community foundation of middle tennessee. The documents are also made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tennessee Historical Society
EIN
62-1053507
Phone
6157418934
Address
WAR MEMORIAL BUILDING, NASHVILLE, TN 37243

Signing Officer

Name
Jennifer C Core
Title
Executive Director
Phone
6157418934
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer C Core
Legal Domicile
Tn
Voting Board Members
18
Independent Board Members
18
Employees
4

Preparer

Firm
Edmondson Betzler & Dame Pllc
Address
5310 MARYLAND WAY STE 330, BRENTWOOD, TN 37027-5056
Preparer
Stephen Byrd
Phone
6159163100
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers provided the following services for the tennessee history day event: judging registration office assistant duties monitoring”

Form 990, Part IX, Line 11G

“2,500 7,807 0 28,331 0 0 7,856 0 0 total 38,687 7,807 0”

Raw XML AppendixShowing 400 of 513 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/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
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