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Lotz House Foundation INC

Tax-deductible

Franklin, TN501(c)(3)Arts & Culture EIN 26-3201844Revenue $197K in FY2025

On file with the IRSlotzhouse.com1111 Columbia Ave, 37064-3616 · Franklin, TNTax-exempt since Apr 2009Publicly supported — 509(a)(2)

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To protect, preserve, and educate the history and culture of the historic civil war battle of franklin in 1864.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $6K a year · 4% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $22
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$197K
-0.2% vs prior year
Spent
$184K
To programs
93%
Net assets
$64K
By yearFY2020–FY2025
Revenue
$197K
FY2025-0.2%
Tap a bar for its year
Revenue by fiscal year
FY2020$88K
FY2021$142K
FY2022$173K
FY2023$214K
FY2024$198K
FY2025$197K
Expenses
$184K
FY2025▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$93K
FY2021$121K
FY2022$175K
FY2023$193K
FY2024$208K
FY2025$184K
Net assets
$64K
FY2025▲ +25%
Tap a bar for its year
Net assets by fiscal year
FY2020$21K
FY2021$42K
FY2022$40K
FY2023$62K
FY2024$51K
FY2025$64K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $172K Management & general 7% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
John T Thompson
Executive Director / Presi
$0Pt VII · Sec A
$0Pt VII · Sec A
Ward Boone
Board Member
$0Pt VII · Sec A
Dennis Ferrier
Board Member
$0Pt VII · Sec A
See Lotz House Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and educates about the history and culture of the Civil War Battle of Franklin.

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Provided by the organization

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1 program · $172K · in their own filed words · FY2025
01

The lotz house foundation preserves the civil war era dwelling for future generations to learn about the civil war battle of fraklin in tennessee. It also collects and acquires civil war era furniture and other items for display and educational purposes, and maintains the dwelling and the grounds for tours for visitors and tourists to…

$172Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$22
Total grants receivedfrom 1 funder$22

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$197K
Ln 12
Fees for servicesLn 2g$141K
Other incomeLn 4–11$50K
Gifts and grantsLn 1h$7K
Money outPt IX
$184K
Ln 25
Programscol B$172K
Managementcol C$12K
Owns and owesPt X
$64K
net assets · Ln 32
Cash and savingsLn 1–2$36K
Total assetsLn 16$76K
LiabilitiesLn 26$11K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7K
Fees for servicesLn 2g$141K
Investment incomeLn 3$113
Other incomeLn 4–11$50K
Total revenueLn 12$197K
Assets in detailPt X, end of year
CashLn 1$32K
SavingsLn 2$4K
Cash and savings togetherLn 1–2$36K
Land, buildings, equipmentLn 10c$9K
Other assetsLn 15$19K
Total assetsLn 16$76K
LiabilitiesLn 26$11K
Net assetsLn 32$64K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$23K$36K
Land, buildings, equipmentLn 10c$29K$9K
Total assetsLn 16$60K$76K
LiabilitiesLn 26$9K$11K
Net assetsLn 32$51K$64K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$92K$92K
Accounting feesLn 11c$5K$5K
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$16K$9K$7K
Information technologyLn 14$6K$6K
RoyaltiesLn 15$605$605
OccupancyLn 16$39K$39K
Conferences, conventions and meetingsLn 19$7K$7K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$4K$4K
Total functional expensesLn 25$184K$172K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $197K$184K$13K$64K 990 PDF
FY2024 $198K$208K−$11K$51K 990 PDF
FY2023 $214K$193K$22K$62K 990 PDF
FY2022 $173K$175K−$2K$40K 990 PDF
FY2021 $142K$121K$21K$42K 990 PDF
FY2020 $88K$93K−$5K$21K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $197,340 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,397$6,986
I-9 Program service revenuePrior year $155,020$140,597
I-10 Investment incomePrior year $346$113
I-11 Other revenuePrior year $32,942$49,644
I-12 Total revenuePrior year $197,705$197,340
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $94,094$91,501
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $114,163$92,884
I-18 Total expensesPrior year $208,257$184,385
I-19 Revenue less expensesPrior year −$10,552$12,955
Part VI · Governance 4 of 4 board members independent, 5 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $197,340 across 6 lines filed
Lines not itemized here account for $49,644 of total revenue; see the IRS return.
VIII-1b Membership dues$993
VIII-1f All other contributions, gifts and grants$5,993
VIII-1h Total contributions, gifts and grants$6,986
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $140,597$140,597
VIII-3 Investment incomeExcluded from tax $113$113
VIII-12 Total revenueRelated to mission $190,241 · Unrelated business $0 · Excluded from tax $113$197,340
Part IX · Statement of functional expenses $184,385 across 10 lines filed
IX-7 Other salaries and wagesPrograms $91,501$91,501
IX-11c Accounting feesManagement $5,305$5,305
IX-12 Advertising and promotionPrograms $12,148$12,148
IX-13 Office expensesPrograms $9,405 · Management $6,930$16,335
IX-14 Information technologyPrograms $6,458$6,458
IX-15 RoyaltiesPrograms $605$605
IX-16 OccupancyPrograms $39,434$39,434
IX-19 Conferences, conventions and meetingsPrograms $6,916$6,916
IX-22 Depreciation, depletion and amortizationPrograms $1,469$1,469
IX-23 InsurancePrograms $4,214$4,214
IX-25 Total functional expensesPrograms $172,150 · Management $12,235 · Fundraising $0$184,385
Part X · Balance sheet $75,628 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $20,306$31,590
X-2 Savings and temporary cash investmentsStart of year $3,106$4,413
X-8 Inventories for sale or useStart of year $7,843$12,024
X-10c Land, buildings and equipment, netStart of year $29,070$8,975
X-15 Other assetsStart of year $0$18,626
X-16 Total assetsStart of year $60,325$75,628
X-17 Accounts payable and accrued expensesStart of year $8,990$11,338
X-26 Total liabilitiesStart of year $8,990$11,338
X-27 Net assets without donor restrictionsStart of year $51,335$64,290
X-32 Total net assets or fund balancesStart of year $51,335$64,290
X-33 Total liabilities and net assetsStart of year $60,325$75,628
Part XI · Reconciliation of net assets $64,290 net assets at year end
XI-1 Total revenue$197,340
XI-2 Total expenses$184,385
XI-3 Revenue less expenses$12,955
XI-4 Net assets at start of year$51,335
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$64,290

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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