Sam Davis Memorial Association EIN 62-0534805 Form 990 (PDF) Claim this org

Sam Davis Memorial Association

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Preserves and interprets the 1860s Sam Davis Home and Farm, offering educational tours on rural Tennessee life. For fiscal year 2025 it reported $276K in revenue, $336K in expenses, and $1.8M in net assets.Pt I

Founded
1930
Type
Public charity (501(c)(3)) · Human Services
Location
Smyrna, TN
Website
www.samdavishome.org
Filings
5 on file (2021–2025)
Revenue
$276KFY2025
Expenses
$336K
Net assets
$1.8M
People
19
Filings
5
Updates
0
More identity details & actions ⌄
EIN  62-0534805 Public charity (501(c)(3)) Smyrna, TN Founded 1930
Form 990 (PDF)
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Size
$100K–1M
What they do
Preserves and interprets the 1860s Sam Davis Home and Farm, offering educational tours on rural Tennessee life.
Leadership
Jenny Lamb · Executive Director · $50K
Money in and out
$276K revenue, $336K expenses
Bottom line
77% program efficiency
Where the money goes · FY2025
Total revenue
$276K
Pt VIII · Ln 12
Total expenses
$336K
Pt IX · Ln 25
Net assets
$1.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$60K
Where spending went · Part IX cols B–D
Program services $0.77 Management & general $0.18 Fundraising $0.05
Program efficiency
77%
of spending reaches programs▼ -1% vs prior filing year
Operating runway
36.8mo
months of highly liquid reserves at operating expense rate▲ +45% vs prior filing year
Surplus margin
-22%
revenue over expenses, this year▲ +66% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$276K
FY2025▲ +27%
Expenses
$336K
FY2025▼ -6%
Total assets
$1.8M
FY2025▼ -3%
Total liabilities
$2K
FY2025▲ +350%
Total revenue
$276K
Pt VIII · Ln 12
Total expenses
$336K
Pt IX · Ln 25
Net assets
$1.8M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$60K
Total assetsPt X · Ln 16$1.8M
Program-expense ratioPt IX · col B77%
Voting members of governing bodyPt I · Ln 318
Independent voting membersPt I · Ln 418

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSam Davis Memorial Association
EINHdr · item D62-0534805
Principal addressHdr · item CSmyrna, TN
WebsiteHdr · item Jwww.samdavishome.org
Year of formationHdr · item L1930
State of legal domicileHdr · item MTN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFOct 1962

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a18
Independent voting membersPt VI · Ln 1b18
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$50,000Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jenny Lamb’s $50K as Executive Director is at the 37th percentile of top reported officer pay among 2165 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2025FY2024FY2023FY2022FY2021
Jenny Lamb$50,000$50,900$42,950$42,906$42,708$42,681

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

1 program service account for $260K of program spending, described in the organization's own filed words · FY2025.
01

Educational tours are given at the sam davis home and farm, which is restored and maintained to typify the american rural life in middle tennessee during the 1860s.

$260Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$183K · 66%
Program service revenue$33K · 12%
Investment income$32K · 12%
Other revenue$27K · 10%
Contributions & grants66%$183K
Program service revenue12%$33K
Investment income12%$32K
Other revenue10%$27K
— government grantsLn 1e$145K
Total revenueLn 12$276K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.77 Management & general $0.18 Fundraising $0.05
Program services77%$260K
Management & general18%$59K
Fundraising5%$16K
Total functional expensesLn 25$336K

Balance Sheet

Part X · end of year
CashLn 1$1.0M
Total assetsLn 16$1.8M
Total liabilitiesLn 26$2K
Total net assetsLn 32$1.8M
Months of cash on handcomputed36.8

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.0M · Operating expenses/yr $336K
36.8 months
Where the money goes
Program services
Program services $260K · Total expenses $336K
77%
Management & General
Management & general $59K · Total expenses $336K
18%
Fundraising
Fundraising $16K · Total expenses $336K
5%
Cost to raise $1
Fundraising expense (3-yr avg) $13K · Solicited contributions (3-yr avg) $38K
$0.35 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $183K · Total revenue $276K
66%
Government reliance
Government grants $145K · Total revenue $276K
52%
Earned-income share
Program service revenue $33K · Total revenue $276K
12%
Investment reliance
Investment income $32K · Total revenue $276K
+12%
Program self-sufficiency
Program service revenue $33K · Total expenses $336K
10%
Growth & trend
Revenue growth (YoY)
This year $276K · Prior year $217K
+27%
Revenue CAGR
FY2020 $169K · FY2025 $276K
+10%
Net-asset trend (YoY)
End of year $1.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $276K · Expenses $336K
-22%
Liabilities-to-Assets
Total liabilities — · Total assets $1.8M
Net-asset ratio
Net assets $1.8M · Total assets $1.8M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.8M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Jenny Lamb · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $50K · Total expenses $336K
15%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $104K · Total expenses $336K
31%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 77%
Overhead ratio 18%
Fundraising cost ratio 9%
Revenue growth 27%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$61

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025$217K revenue · ⤓ 990 PDF
FY2024$1.4M revenue · ⤓ 990 PDF
FY2023$181K revenue · ⤓ 990 PDF
FY2022$209K revenue · ⤓ 990 PDF
FY2021$169K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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