Civic Intelligence

Nashville Bar Foundation

EIN 62-1097270 • 501(c)3 • Nashville, TN

Profile

The mission of the nashville bar foundation is to support and expand the provision of law-related educational and charitable programs and services that promote the knowledge, understanding, and respect for the law among students, the general public, and the legal community; to preserve the honor and integrity of the legal profession; to foster collegiality among members of the legal profession; and to improve the administration of justice throughout the greater nashville area.

150 4th Avenue North Suite 1350Nashville, TN 37219

www.nashvillebar.org/NASHVILLEBARFOUND

Siviq Scores

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

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$703,500

Up $100,903 (+17%) from 2023

Liabilities

Up

$18,957

Up $9,247 (+95%) from 2023

Net Assets

Up

$684,543

Up $91,656 (+15%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin86th percentile

Revenue

Up

$205,031

Up $38,351 (+23%) from 2023

Expenses

Down

$122,982

Down $65,240 (-35%) from 2023

Net Income

Up

$82,049

Up $103,591 (+481%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $342,405Liabilities 2011: $47,256Net Assets 2011: $295,1492011Assets 2012: $288,473Liabilities 2012: $37,726Net Assets 2012: $250,7472012Assets 2013: $291,505Liabilities 2013: $17,942Net Assets 2013: $273,5632013Assets 2014: $320,250Liabilities 2014: $5,648Net Assets 2014: $314,6022014Assets 2015: $401,629Liabilities 2015: $17,333Net Assets 2015: $384,2962015Assets 2016: $498,917Liabilities 2016: $72,199Net Assets 2016: $426,7182016Assets 2017: $478,328Liabilities 2017: $35,517Net Assets 2017: $442,8112017Assets 2018: $506,653Liabilities 2018: $10,100Net Assets 2018: $496,5532018Assets 2019: $549,957Liabilities 2019: $20,220Net Assets 2019: $529,7372019Assets 2020: $597,381Liabilities 2020: $55,497Net Assets 2020: $541,8842020Assets 2021: $637,533Liabilities 2021: $27,794Net Assets 2021: $609,7392021Assets 2022: $598,380Liabilities 2022: $4,250Net Assets 2022: $594,1302022Assets 2023: $602,597Liabilities 2023: $9,710Net Assets 2023: $592,8872023Assets 2024: $703,500Liabilities 2024: $18,957Net Assets 2024: $684,5432024

Highlighted filing

2024

Assets$703,500
Liabilities$18,957
Net Assets$684,543
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $225,933Expenses 2011: $144,416Net Income 2011: $81,5172011Revenue 2012: $57,426Expenses 2012: $101,828Net Income 2012: -$44,4022012Revenue 2013: $71,336Expenses 2013: $48,520Net Income 2013: $22,8162013Revenue 2014: $115,604Expenses 2014: $74,565Net Income 2014: $41,0392014Revenue 2015: $143,438Expenses 2015: $74,346Net Income 2015: $69,0922015Revenue 2016: $139,323Expenses 2016: $96,901Net Income 2016: $42,4222016Revenue 2017: $121,801Expenses 2017: $105,708Net Income 2017: $16,0932017Revenue 2018: $144,660Expenses 2018: $102,136Net Income 2018: $42,5242018Revenue 2019: $169,287Expenses 2019: $136,103Net Income 2019: $33,1842019Revenue 2020: $99,385Expenses 2020: $87,238Net Income 2020: $12,1472020Revenue 2021: $144,449Expenses 2021: $70,599Net Income 2021: $73,8502021Revenue 2022: $199,766Expenses 2022: $187,135Net Income 2022: $12,6312022Revenue 2023: $166,680Expenses 2023: $188,222Net Income 2023: -$21,5422023Revenue 2024: $205,031Expenses 2024: $122,982Net Income 2024: $82,0492024

Highlighted filing

2024

Revenue$205,031
Expenses$122,982
Net Income$82,049
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$703,500
Liabilities
$18,957
Net assets
$684,543
Revenue
$205,031
Expenses
$122,982
Net income
$82,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$0.19$6.85$2.05$1.23$0.82
2023Detailed filing. Detailed filing data is available for this year.$6.03$0.10$5.93$1.67$1.88$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.98$0.04$5.94$2.00$1.87$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.28$6.10$1.44$0.71$0.74
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.55$5.42$0.99$0.87$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.50$0.20$5.30$1.69$1.36$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.10$4.97$1.45$1.02$0.43
2017Detailed filing. Detailed filing data is available for this year.$4.78$0.36$4.43$1.22$1.06$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.72$4.27$1.39$0.97$0.42
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.17$3.84$1.43$0.74$0.69
2014Detailed filing. Detailed filing data is available for this year.$3.20$0.06$3.15$1.16$0.75$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.18$2.74$0.71$0.49$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.38$2.51$0.57$1.02$0.44
2011Summary only. Only limited summary data is available for this year.$3.42$0.47$2.95$2.26$1.44$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$282,579
Mission and Program Overview

Mission

The mission of the nashville bar foundation is to support and expand the provision of law-related educational and charitable programs and services that promote the knowledge, understanding, and respect for the law among students, the general public, and the legal community; to preserve the honor and integrity of the legal profession; to foster collegiality among members of the legal profession; and to improve the administration of justice throughout the greater nashville area.

The nashville bar foundation advances justice through targeted non-profit financial support, civic-minded education, and the development and celebration of a respected legal community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$352,953$391,009▲ $38,056
Investments in Publicly Traded Securities$209,366$227,791▲ $18,425
Pledges and Grants Receivable$30,300$68,950▲ $38,650
Prepaid Expenses and Deferred Charges$7,125$11,750▲ $4,625
Total Assets$602,597$703,500▲ $100,903
Other Assets Total$2,853$4,000▲ $1,147
Liabilities
Other Liabilities-$10,921-
Deferred Revenue$4,710$8,036▲ $3,326
Accounts Payable and Accrued Expenses$5,000--
Total Liabilities$9,710$18,957▲ $9,247
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$559,719$657,450▲ $97,731
Net Assets With Donor Restrictions$33,168$27,093▼ $6,075
Total Net Assets Fund Balance$592,887$684,543▲ $91,656
Total Liabilities and Net Assets / Fund Balance$602,597$703,500▲ $100,903
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
Jeanne HeatonExecutive Di$72,516$72,516

Board Members and Trustees

NameTitle
Erin Palmer PollyPresident
Laura SmithPresident-el
Amy Willoughby BryantTrustee
Andrea P PerryTrustee
Candi HenryTrustee
Edward D Lanquist JrTrustee
Eric W SmithTrustee
Gail Vaughn AshworthTrustee
Jim WeatherlyTrustee
Joe P Binkley JrTrustee
Jonathan O HarrisTrustee
Joycelyn StevensonTrustee
Judge Angela DaltonTrustee
Judge Waverly CrenshawTrustee
Kay CaudleTrustee
Laura B BakerTrustee
Lisa Ramsey ColeTrustee
Maria M SalasTrustee
Mary Taylor GallagherTrustee
Michael G AbelowTrustee
Robert J MendesTrustee
Scott TiftTrustee
Nathan H RidleyGeneral Coun
Daniel L ClaytonPast Preside
Anne C MartinTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$137,450
Program Service Revenue
$14,460
Investment Income
$8,819
Other Revenue
$44,302
All Other Contributions
$137,450
Change in Net Assets
$82,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$205,031
Revenue Not Reported on Form 990
$66,347
Total Revenue per Audited Statements
$271,378
Total Revenue per Form 990
$205,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,303
Other Expenses$48,679
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,303--$74,303
Fees for Services Accounting-$6,825-$6,825
Other Expenses$1,634$1,866-$3,500
Total Functional Expenses$109,540$13,442$0$122,982

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$179,722
Expenses per Audited Statements$122,982
Total Expenses per Form 990$122,982
Expenses Not Reported on Form 990$56,740
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arts and Business CouncilNashville, TN501c3Support Programs$16,500
Legal Aid Society of Md TnNashville, TN501c3Support Programs$15,000
Casa IncNashville, TN501c3Support Programs$9,350
NASHVILLE CHILDREN'S ALLIANCENashville, TN501c3Support Programs$9,350
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,850
Fundraising Direct Expenses$77,548
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fellows Dinner$61,450$61,450$55,025$6,425
Carbolic Smoke$34,315$34,315$12,869$21,446
Total Events$121,850$121,850$77,548$44,302
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Nashville Bar Association$10,921
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“New trustees are approved by nashville bar association, a related organization.”

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

“The return is reviewed by the executive director, treasurer, and the trustee president prior to filing.”

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

“The organization monitors and enforces this policy annually. Requires an annual conflict of interest statement to be executed by all trustees.”

Form 990, Page 6, Part VI, Line 19

“Copies of the organization's governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Nashville Bar Foundation
EIN
62-1097270
Phone
6152429272
Address
150 4TH AVENUE NORTH SUITE 1350, NASHVILLE, TN 37219

Signing Officer

Name
Jeanne Heaton
Title
Executive Director
Phone
6152427052
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Palmer Polly
Formed
1980
Legal Domicile
Tn
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
250

Preparer

Firm
Blankenship CPA Group Pllc
Address
101 WINNERS CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Mike Dunn CPA
Phone
6153733771
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising expenses 8,318 fundraising expenses -8,318”

Financial Statement Notes

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

“Fundraising expenses 8,318”

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

“Fundraising expenses 8,318”

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IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA SMITH
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IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE C MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL L CLAYTON
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IRS990/Form990PartVIISectionAGrp/PersonNm22JOYCELYN STEVENSON
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IRS990/Form990PartVIISectionAGrp/PersonNm24JIM WEATHERLY
IRS990/Form990PartVIISectionAGrp/PersonNm25JEANNE HEATON
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IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL COUN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/SE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/MissionDesc0THE NASHVILLE BAR FOUNDATION ADVANCES JUSTICE THROUGH TARGETED NON-PROFIT FINANCIAL SUPPORT, CIVIC-MINDED EDUCATION, AND THE DEVELOPMENT AND CELEBRATION OF A RESPECTED LEGAL COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0NASHVILLE BAR FOUNDATION LEADERSHIP FORUM - THE LEADERSHIP FORUM WILL PROVIDE A SELECT GROUP OF ATTORNEYS A UNIQUE SETTING TO DEVELOP LEADERSHIP SKILLS THROUGH MONTHLY WORKSHOPS AND ACTIVITIES FOCUSING ON LOCAL LEGAL AND COMMUNITY ISSUES. THE LOCAL LEADERSHIP PROGRAM FOR LAWYERS OFFERS AN INNOVATIVE OPPORTUNITY TO LEARN, COLLABORATE, NETWORK AND SERVE THE LOCAL COMMUNITY AND THE LEGAL PROFESSION. THE LEADERSHIP FORUM IS DESIGNED FOR LAWYERS WITH THREE TO EIGHT YEARS OF EXPERIENCE AND THE SIZE OF THE CLASS WILL BE LIMITED TO TWENTY-FIVE LAWYERS WHO PRACTICE IN DAVIDSON COUNTY. THE CLASS WILL BE SELECTED FROM THOSE WHO APPLY, THE LEADERSHIP FORUM WILL ENCOURAGE DIVERSITY IN THE PRACTICE OF LAW AND HELP BUILD RELATIONSHIPS AMONG ATTORNEYS WITH DIVERSE BACKGROUNDS AND PRACTICES.
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