2024-06-12T15:12:50-05:00 2023-08-31 431305800 UHY ADVISORS MIDWEST INC 1889 GEN GEORGE PATTON DR STE 200 FRANKLIN TN 37067 990 2022-09-01 237229132 BELMONT MANSION ASSOCIATION BELM 6154605459 1900 BELMONT BOULEVARD NASHVILLE TN 37212 MYERS BROWN EXECUTIVE DIRECTOR 6154605459 2024-06-11 1 MYERS BROWN 999009999 1 W CRAIG BALLENTINE P00992231 6157505537 2024-06-11 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MYERS BROWN 1900 BELMONT BOULEVARD NASHVILLE TN 37212 959631 0 X WWW.BELMONTMANSION.COM X 1973 TN TO RESTORE, PRESERVE AND INSPIRE AN APPRECIATION FOR BELMONT MANSION. A UNIQUE CULTURAL LANDMARK AND AN EMBODIMENT OF NASHVILLE'S RICH HISTORY. 22 22 48 26 -87006 0 155517 98483 415445 499086 264 6310 68799 44041 640025 647920 0 0 0 0 376129 495559 0 0 71072 195745 120607 571874 616166 68151 31754 532642 560971 69600 66175 463042 494796 TO RESTORE, PRESERVE AND INSPIRE AN APPRECIATION FOR BELMONT MANSION. A UNIQUE CULTURAL LANDMARK AND AN EMBODIMENT OF NASHVILLE'S RICH HISTORY. 0 0 398553 511793 IN SUPPORT OF ITS MISSION THE ASSOCIATION CONTINUES TO RESTORE THE MANSION TO ITS MID-19TH CENTURY APPEARANCE. CURRENT RESTORATION WORK INCLUDES THE BILLIARD ROOM, THE PANTRIES, THE LOWER GALLERY, AND THE GRAND SALON. THE ASSOCIATION IS ALSO DEVELOPING NEW PUBLIC PROGRAMMING IN SUPPORT OF ITS MISSION OF SHARING THE STORY OF THE HOUSE AND THE PEOPLE WHO LIVED HERE IN THE LARGER CONTEXT OF LOCAL, REGIONAL AND NATIONAL HISTORY WHILE OFFERING TOURS SEVEN DAYS A WEEK. THE MANSION CONTINUES TO BE RENTED TO THIRD PARTIES FOR WEDDING EVENTS. 398553 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 1 48 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X MYERS BROWN 6154605459 1900 BELMONT BOULEVARD NASHVILLE TN 37212 TAYLOR AGAN MEMBER 0.00 X 0 0 0 DIANNE BERRY EX-OFFICIO 0.00 X 0 0 0 CINDY BLAZY MEMBER 0.00 X 0 0 0 DANA BLICKWEDEL TREASURER 0.00 X X 0 0 0 RUTH L CATE SECRETARY 0.00 X X 0 0 0 GEORGE CLEMENTS MEMBER 0.00 X 0 0 0 RUTH JARVIS CLEMENTS PRESIDENT 0.00 X X 0 0 0 BONNE CRIGGER MEMBER 0.00 X 0 0 0 KRISTOFF HART JACKSON MEMBER 0.00 X 0 0 0 BRENDA ABERNATHY MEMBER 0.00 X 0 0 0 BEVERLY KAISER EX-OFFICIO 0.00 X 0 0 0 STEVE LASLEY EX-OFFICIO 0.00 X 0 0 0 PAM LEWIS MEMBER 0.00 X 0 0 0 DEBORAH LOVETT PAST PRESIDENT 0.00 X 0 0 0 ASHLEY MCANULTY MEMBER 0.00 X 0 0 0 DIANNE NEAL MEMBER 0.00 X 0 0 0 JANE RICHARDS MEMBER 0.00 X 0 0 0 ANNE SHEPHERD MEMBER 0.00 X 0 0 0 LYSSA STYERS MEMBER 0.00 X 0 0 0 STEVE TANNER MEMBER 0.00 X 0 0 0 JOE WOOLLEY MEMBER 0.00 X 0 0 0 MYERS BROWN EXECUTIVE DIRECTOR 1.00 X 81417 0 0 81417 0 0 0 0 0 0 0 11900 965 85618 98483 ADMISSIONS 561520 499086 499086 499086 6310 6310 134588 221594 -87006 -87006 -87006 12300 3038 9262 9262 196157 87079 109078 109078 OTHER REVENUE 900099 12707 12707 12707 647920 511793 -87006 124650 465369 329537 73824 62008 30190 21434 4832 3924 23588 23588 13142 13142 5917 1537 1218 3162 18986 18986 FURNISHINGS 26887 26887 BANK FEES 20991 20991 MISCELLANEOUS 5882 3838 1674 370 PRINTING AND REPRODUCTI 1750 1750 3464 428 1428 1608 616166 398553 146541 71072 471185 295975 4576 3784 49602 74511 7279 3371 183330 532642 560971 13235 23335 56365 42840 69600 66175 X 425796 452581 37246 42215 463042 494796 532642 560971 31754 0 X 0 1 X 1 0 X 90798 89111 148270 155517 98483 582179 492131 310590 214718 595793 707543 2320775 22565 22565 582929 422266 362988 751310 806026 2925519 0 0 0 2925519 58948 86271 463 264 6310 152256 58948 86271 463 264 6310 152256 2723 552 112388 12707 128370 644600 509089 475839 751574 825043 3206145 0.91250 0.89520 0.04750 0.07000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 287335 38269 2887 322717 341064 -50411 3318 287335 315741 28393 3070 341064 283899 1800 33290 3248 315741 283899 283899 0 0 0 INVESTMENTS 183330 C 183330 X 869514 0 869514 -221594 -221594 647920 837760 221594 221594 616166 0 616166 PART III, LINE 4: IN ACCORDANCE WITH PROFESSIONAL STANDARDS, THE ORGANIZATION HAS ELECTED THAT CERTAIN OBJECTS ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION NOT BE VALUED IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. THE COST OF SUCH OBJECTS PURCHASED ARE REFLECTED AS PROGRAM EXPENSES AND TREATED AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PROCEEDS FROM THE SALE OF ANY DEACCESSIONED ITEMS ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS, TO BE APPLIED TOWARD FUTURE COLLECTION ACQUISITIONS. PART X, LINE 2: WE ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFY FOR CHARITABLE DEDUCTION. WE ARE NOT CLASSIFIED AS A PRIVATE ORGANIZATION. IN ACCOUNTING FOR UNCERTAIN INCOME TAXES, WE RECOGNIZED A TAX POSITION AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. AT JUNE 30, 2023, WE HAVE NO UNCERTAIN TAX POSITIONS. WE RECOGNIZED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. WE HAVE NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2023. WE ARE NO LONGER SUBJECT TO EXAMINATION BY U.S FEDERAL AND STATE TAXING AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES CHRISTMAS DINNER 12300 12300 3038 12300 12300 3038 3038 9262 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE BEFORE FILING. FOLLOWING THE EXECUTIVE COMMITTEE REVIEW, A COPY OF THE 990 IS THEN EMAILED TO THE ENTIRE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REQUIRES DISCLOSURE BY BOARD MEMBERS AND EMPLOYEES AS CONFLICTS ARISE. THE CONFLICT OF INTEREST POLICY IS PRESENTED ANNUALLY AT THE SEPTEMBER BOARD MEETING AND ALL BOARD MEMBERS MUST CONFIRM THIER KNOWLEDGE OF THE POLICY BY SIGNING A CONFIRMATION STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE FULL BOARD BASED ON ANALYSIS OF THE LOCAL NONPROFIT MARKETPLACE FOR SIMILAR POSITIONS AS WELL AS STUDYING 990S FOR SIMILAR HOUSE MUSEUMS IN THE SOUTHERN REGION. EXECUTIVE DIRECTOR REVIEWS AND RECOMMENDS COMPENSATION FOR OTHER OFFICERS AND EMPLOYEES TO THE BOARD. HE ALSO PRESENTS THIS INFORMATION ALONG WITH THE BUDGET AND THE BOARD APPROVES THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION GOVERNING DOCUMENTS AND FINANCIALS ARE AVAILABLE BY PHONE, MAIL OR EMAIL. IN ADDITION THE 990 IS POSTED ON THIRD PARTY WEBSITE, GIVINGMATTERS.COM. BELMONT MANSION FOUNDATION 1900 BELMONT BOULEVARD NASHVILLE TN 37212 621195918 SUPPORT TN 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0