Totals
- Total revenue
- $8,643,061
- Total expenses
- $6,021,278
- Contributions and grants received
- $4,176,068
- Grants paid
- $2,241
- Program service revenue
- $3,835,108
- Investment income
- $67,453
- Other revenue
- $564,432
- Total assets, end of year
- $14,646,951
- Total liabilities, end of year
- $2,512,808
- Net assets or fund balances, end of year
- $12,134,143
- Program services expenses (Part IX)
- $4,974,885
- Management and general expenses
- $644,700
- Fundraising expenses
- $401,693
- Program service expenses (Part III)
- $4,974,885
Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$45,346
-
1e · Government grants (contributions)
$2,432,532
-
1f · All other contributions, gifts and grants
$1,698,190
-
1g · Noncash contributions included above
$3,436
-
2a · Program service revenue: ADMISSIONS AND PROGRAMS
total $3,820,308 · related or exempt $3,820,308
-
2b · Program service revenue: CAFE RENTAL
total $14,800 · excluded $14,800
-
3 · Investment income
total $102,876 · excluded $102,876
-
5 · Royalties
total $499 · excluded $499
-
6a · Gross rents
real property $65,317
-
6c · Rental income or loss
real property $65,317
-
6d · Net rental income or loss
total $65,317 · related or exempt $65,317
-
7a · Gross sales of assets other than inventory
securities $4,345,387
-
7b · Less cost or other basis and sales expenses
securities $4,312,855 · other assets $67,955
-
7c · Gain or loss
securities $32,532 · other assets -$67,955
-
7d · Net gain or loss
total -$35,423 · related or exempt -$67,955 · excluded $32,532
-
8a · Fundraising events: gross income
$118,660
-
8b · Fundraising events: direct expenses
$52,801
-
8c · Net income from fundraising events
total $65,859
-
10a · Gross sales of inventory
$914,776
-
10b · Cost of goods sold
$682,215
-
10c · Net income from sales of inventory
total $232,561 · related or exempt $205,229 · unrelated business $27,332
-
11a · Other revenue: OTHER INCOME
total $155,484 · excluded $155,484
-
11b · Other revenue: VENDOR REVENUE SHARE
total $44,712 · unrelated business $44,712
-
11e · Other revenue, total
$200,196
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $2,241 · program services $2,241
-
5 · Compensation of officers, directors and key employees
total $203,947 · program services $81,579 · management and general $61,184 · fundraising $61,184
-
7 · Other salaries and wages
total $2,573,943 · program services $2,114,518 · management and general $272,791 · fundraising $186,634
-
8 · Pension plan contributions
total $32,056 · program services $25,616 · management and general $6,440
-
9 · Other employee benefits
total $245,580 · program services $201,499 · management and general $25,732 · fundraising $18,349
-
10 · Payroll taxes
total $199,078 · program services $156,843 · management and general $25,847 · fundraising $16,388
-
11c · Fees: accounting
total $27,198 · management and general $27,198
-
11f · Fees: investment management
total $19,639 · management and general $19,639
-
11g · Fees: other
total $172,094 · program services $114,214 · management and general $43,663 · fundraising $14,217
-
12 · Advertising and promotion
total $408,038 · program services $391,516 · management and general $2,638 · fundraising $13,884
-
13 · Office expenses
total $344,867 · program services $270,741 · management and general $37,968 · fundraising $36,158
-
14 · Information technology
total $67,883 · program services $43,506 · management and general $5,529 · fundraising $18,848
-
16 · Occupancy
total $750,588 · program services $742,689 · management and general $3,988 · fundraising $3,911
-
17 · Travel
total $2,423 · program services $1,863 · fundraising $560
-
20 · Interest
total $1,142 · program services $64 · management and general $1,078
-
22 · Depreciation, depletion and amortization
total $647,629 · program services $634,677 · management and general $6,476 · fundraising $6,476
-
23 · Insurance
total $167,824 · program services $128,678 · management and general $27,848 · fundraising $11,298
-
24a · Other expenses: CREDIT CARD FEES
total $75,016 · program services $59,151 · management and general $2,647 · fundraising $13,218
-
24b · Other expenses: BAD DEBTS
total $72,634 · management and general $72,634
-
24c · Other expenses: PAYROLL PROCESSING FEES
total $8,439 · program services $6,471 · management and general $1,400 · fundraising $568
-
24d · Other expenses: INSTITUATIONAL MEMBERSHIP
total $680 · program services $680
-
24e · All other expenses
total -$1,661 · program services -$1,661
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $314,667 · end of year $1,373,114
-
2 · Savings and temporary cash investments
beginning of year $820,727 · end of year $947,323
-
3 · Pledges and grants receivable
beginning of year $611,973 · end of year $364,046
-
4 · Accounts receivable
beginning of year $10,442 · end of year $4,390
-
8 · Inventories for sale or use
beginning of year $155,266 · end of year $188,839
-
9 · Prepaid expenses and deferred charges
beginning of year $2,204 · end of year $88,948
-
10a · Land, buildings and equipment: cost or other basis
$17,319,963
-
10b · Land, buildings and equipment: accumulated depreciation
$10,815,452
-
10c · Land, buildings and equipment, net
beginning of year $5,951,013 · end of year $6,504,511
-
11 · Investments: publicly traded securities
beginning of year $3,277,478 · end of year $3,945,079
-
15 · Other assets
beginning of year $291,247 · end of year $1,230,701
-
17 · Accounts payable and accrued expenses
beginning of year $253,901 · end of year $409,624
-
19 · Deferred revenue
beginning of year $1,840,953 · end of year $2,001,807
-
23 · Secured mortgages and notes payable
beginning of year $28,692 · end of year $13,824
-
25 · Other liabilities
beginning of year $48,309 · end of year $87,553
-
27 · Net assets without donor restrictions
beginning of year $8,640,277 · end of year $10,450,225
-
28 · Net assets with donor restrictions
beginning of year $622,885 · end of year $1,683,918
Mission and programs · 2022
Mission
THE MISSION OF THE ANDREW JACKSON FOUNDATION IS TO PRESERVE THE HOME PLACE OF ANDREW JACKSON, TO CREATE LEARNING OPPORTUNITIES, AND TO INSPIRE CITIZENSHIP THROUGH EXPERIENCING THE LIFE AND UNIQUE IMPACT OF JACKSON.
Activities or mission (Part I)
TO PRESERVE THE 1,120 ACRE HISTORIC PROPERTY, MAINTAIN AND PRESERVE THE HERMITAGE MANSION AND 27 OTHER STRUCTURES AND COLLECTIONS INCLUDING NEW EXTERIOR PAINT AND INSTALLING A LIGHTNING PREVENTION SYSTEM, PROVIDE EDUCATIONAL PROGRAMS TO THE PUBLIC INCLUDING JR. DOCENT PROGRAM, HANDS-ON HISTORY, THE RACHEL VIRTUAL CLASS, HERMITAGE HOME SCHOOL DAYS, MAKE THE SITE AVAILABLE TO 220,000+/- GUESTS ANNUALLY, AND HOST EVENTS, PROGRAMS AND ACTIVITIES THAT INSPIRE A LOVE OF AMERICAN HISTORY INCLUDING BLACK HISTORY MONTH, THE BATTLE OF NEW ORLEANS AND VETERAN'S DAY PROGRAMS.
-
ENCOMPASSING ONE PRIMARY PROGRAM AND IN SUPPORT OF OUR MISSION, THE HERMITAGE WELCOMED OVER 170,800 GUESTS TO THE PROPERTY DURING THE FISCAL YEAR INCLUDING OVER 14,000 SCHOOL CHILDREN WHO PARTICIPATED IN ADDITIONAL EDUCATIONAL ACTIVITIES.
Expenses $4,974,885 · Grants $2,241 · Revenue $3,835,108
As filed on the 2022 return.
Listed in Part VII
-
Howard J KittellHOWARD J KITTELL
PRESIDENT &
- Total calculated
- $203,947
- From this org
- $189,519
- From related orgs
- $0
- Other
- $14,428
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $189,519
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $14,428
- Filer's total
- $203,947
-
Susan AbashamSUSAN ABASHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Janet AyersJANET AYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Marees ChoppinMAREES CHOPPIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jeff DahlgrenJEFF DAHLGREN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Karl F DeanKARL F DEAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Andrew Jackson Aj DonelsonANDREW JACKSON AJ DONELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dj FarrisDJ FARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Irwin E FisherIRWIN E FISHER
VICE REGENT
- Total calculated
- $0
- Hours/week
- 2
-
Jim FreeJIM FREE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Harrison FristHARRISON FRIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
James A HaltomJAMES A HALTOM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tre HargettTRE HARGETT
EX OFFICIO
- Total calculated
- $0
- Hours/week
- 2
-
John Nau IIIJOHN NAU III
REGENT
- Total calculated
- $0
- Hours/week
- 2
-
Wl Gray JrWL GRAY JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brian KilmeadeBRIAN KILMEADE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pam KobanPAM KOBAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Mara LiassonMARA LIASSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bob McDonaldBOB MCDONALD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael Shane NealMICHAEL SHANE NEAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Charles OverbyCHARLES OVERBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Deedee WadeDEEDEE WADE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bo WatsonBO WATSON
EX OFFICIO
- Total calculated
- $0
- Hours/week
- 2
-
Susan H WhitakerSUSAN H WHITAKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kurt WinsteadKURT WINSTEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Carol YochemCAROL YOCHEM
PAST REGENT
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen EstesKATHLEEN ESTES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400339349301760
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