Civic Intelligence

Battle of Nashville Trust Inc

EIN 62-1497469 • 501(c)3 • Nashville, TN

Profile

The battle of nashville preservation society, inc. (bonps) was formed in 1992 by a group of nashvillians who recognized that the last remnants of the battlefield were quickly disappearing, and that the battle of nashville was poorly understood by both nashvillians and visitors alike.

222 Second Ave North Suite 340-mNashville, TN 37201

www.battleofnashvilletrust.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.28x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

2.23x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

91st percentile

60%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$3,636,985

Up $1,359,878 (+60%) from 2023

Liabilities

Up

$1,025,000

Up $1,025,000 from 2023

Net Assets

Up

$2,611,985

Up $334,878 (+15%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin95th percentile

Revenue

Down

$458,894

Down $654,470 (-59%) from 2023

Expenses

Up

$124,016

Up $38,971 (+46%) from 2023

Net Income

Down

$334,878

Down $693,441 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2022: $1,248,788Liabilities 2022: $0Net Assets 2022: $1,248,7882022Assets 2023: $2,277,107Liabilities 2023: $0Net Assets 2023: $2,277,1072023Assets 2024: $3,636,985Liabilities 2024: $1,025,000Net Assets 2024: $2,611,9852024

Highlighted filing

2024

Assets$3,636,985
Liabilities$1,025,000
Net Assets$2,611,985
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0Revenue 2022: $795,473Expenses 2022: $39,920Net Income 2022: $755,5532022Revenue 2023: $1,113,364Expenses 2023: $85,045Net Income 2023: $1,028,3192023Revenue 2024: $458,894Expenses 2024: $124,016Net Income 2024: $334,8782024

Highlighted filing

2024

Revenue$458,894
Expenses$124,016
Net Income$334,878
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,636,985
Liabilities
$1,025,000
Net assets
$2,611,985
Revenue
$458,894
Expenses
$124,016
Net income
$334,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.64$1.03$2.61$0.46$0.12$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$1.11$0.09$1.03
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.80$0.04$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$458,894
Mission and Program Overview

Mission

The battle of nashville preservation society, inc. (bonps) was formed in 1992 by a group of nashvillians who recognized that the last remnants of the battlefield were quickly disappearing, and that the battle of nashville was poorly understood by both nashvillians and visitors alike.

The battle of nashville preservation society, inc. (bonps) was formed in 1992 by a group of nashvillians who recognized that the last remnants of the battlefield were quickly disappearing, and that the battle of nashville was poorly understood by both nashvillians and visitors alike. For a detailed review of the overall history of battlefield preservation in nashville, see article by jim kay: "battlefield preservation in nashville." for website see www.battleofnashvilletrust.org for more info.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$2,222,805-
Land, Buildings, and Equipment, Net$80,052$1,280,021▲ $1,199,969
Pledges and Grants Receivable$51,427--
Other Notes and Loans Receivable, Net-$44,358-
Cash and Non-Interest-Bearing Accounts$2,085,464$21,836▼ $2,063,628
Total Assets$2,277,107$3,636,985▲ $1,359,878
Other Assets Total$60,164$67,965▲ $7,801
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,025,000-
Total Liabilities$0$1,025,000▲ $1,025,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,277,107$2,611,985▲ $334,878
Total Net Assets Fund Balance$2,277,107$2,611,985▲ $334,878
Total Liabilities and Net Assets / Fund Balance$2,277,107$3,636,985▲ $1,359,878

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,268,610-$1,268,610
Other Land Buildings$11,411$32,954$44,365
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bobby WhitsonPresident
Bradley T GerickeBoard Member
Cary AllynBoard Member
Clay BaileyBoard Member
Dwight PittmanBoard Member
James a BlairBoard Member
Jimmy PickelBoard Member
John BanksBoard Member
Kevin RoddeyBoard Member
Malcolm LilesBoard Member
Phillip DuerBoard Member
R Brandon HuletteBoard Member
Robert ChiltonBoard Member
Samuel AndersonBoard Member
Sidney McalisterBoard Member
Tom LawrenceBoard Member
William OzierBoard Member
James Kay JrCOO
Jim Atkinson MdSecretary
Preston BainTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$332,777
Program Service Revenue
$2,159
Investment Income
$123,958
Other Revenue
$0
All Other Contributions
$332,777
Change in Net Assets
$334,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,016
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$45,976--$45,976
Fees for Services Legal$13,752--$13,752
Depreciation Depletion$11,841--$11,841
Fees for Services Accounting$5,350--$5,350
Conferences and Meetings$2,568--$2,568
Fees for Services Other$2,000--$2,000
All Other Expenses$1,627--$1,627
Other Expenses$1,055--$1,055
Information Technology$790--$790
Insurance$460--$460
Total Functional Expenses$124,016$0$0$124,016
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The governing body reviews a draft of form 990 before it is filed.”

Form 990, Part VI, Section C, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Battle of Nashville Trust Inc
EIN
62-1497469
Phone
6157424800
Address
222 SECOND AVE NORTH SUITE 340-M, NASHVILLE, TN 37201

Signing Officer

Name
James D Kay Jr
Title
COO
Phone
6157424800
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Kay Jr
Formed
1992
Legal Domicile
Tn
Voting Board Members
20
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Lauren Roberts
Phone
6153774600
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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/MissionDesc0THE BATTLE OF NASHVILLE PRESERVATION SOCIETY, INC. (BONPS) WAS FORMED IN 1992 BY A GROUP OF NASHVILLIANS WHO RECOGNIZED THAT THE LAST REMNANTS OF THE BATTLEFIELD WERE QUICKLY DISAPPEARING, AND THAT THE BATTLE OF NASHVILLE WAS POORLY UNDERSTOOD BY BOTH NASHVILLIANS AND VISITORS ALIKE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01025000
IRS990/NetAssetsOrFundBalancesBOYAmt02277107
IRS990/NetAssetsOrFundBalancesEOYAmt02611985
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02277107
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02611985
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060164
IRS990/OtherAssetsTotalGrp/EOYAmt067965
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIR AND MAINTENANCE-
IRS990/OtherExpensesGrp/Desc1GIFTS AND AWARDS
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/Desc3COLLECTION EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt029949
IRS990/OtherExpensesGrp/ProgramServicesAmt16000
IRS990/OtherExpensesGrp/ProgramServicesAmt22648
IRS990/OtherExpensesGrp/ProgramServicesAmt31055
IRS990/OtherExpensesGrp/TotalAmt029949
IRS990/OtherExpensesGrp/TotalAmt16000
IRS990/OtherExpensesGrp/TotalAmt22648
IRS990/OtherExpensesGrp/TotalAmt31055
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt044358
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051427
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES D KAY JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0459420
IRS990/ProgramServiceRevenueGrp/Desc0PROG.SERV.REVENUE-RELA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02159
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010283
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01081768
IRS990/PYOtherExpensesAmt085045
IRS990/PYOtherRevenueAmt016524
IRS990/PYProgramServiceRevenueAmt04789
IRS990/PYRevenuesLessExpensesAmt01028319
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt085045
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01113364
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0334878
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02159
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02222805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0157777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0261222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0429282
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0123958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049295
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0221225
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06948
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50780
IRS990ScheduleA/PublicSupportPY170Pct00.73620
IRS990ScheduleA/PublicSupportTotal170Amt0330302
IRS990ScheduleA/SubstantialContributorsTotAmt098980
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0157777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0261222
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0429282
IRS990ScheduleA/TotalSupportAmt0650507
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LandGrp/BookValueAmt01268610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01268610
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011411
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032954
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044365
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01280021
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS A DRAFT OF FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02277107
IRS990/TotalAssetsEOYAmt03636985
IRS990/TotalAssetsGrp/BOYAmt02277107
IRS990/TotalAssetsGrp/EOYAmt03636985
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0332777
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124016
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124016
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01025000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01025000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02277107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02611985
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0124016
IRS990/TotalProgramServiceRevenueAmt02159
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0123958
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0458894
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

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