2025-07-16T13:39:04-05:00 2024-08-31 431305800 UHY ADVISORS MIDWEST INC 1889 GEN GEORGE PATTON DR STE 200 FRANKLIN TN 37067 990 2023-09-01 237229132 BELMONT MANSION ASSOCIATION BELM 6154605459 1900 BELMONT BOULEVARD NASHVILLE TN 37212 MYERS BROWN EXECUTIVE DIRECTOR 6154605459 2025-07-16 1 0 W CRAIG BALLENTINE P00992231 6157505537 2025-07-14 2023 2025-03-06 01:10:19Z X MYERS BROWN 1900 BELMONT BOULEVARD NASHVILLE TN 37212 1023383 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. 26 26 48 27 -19647 0 98483 186181 499086 493566 6310 13997 44041 109073 647920 802817 0 0 0 0 495559 511118 0 0 79520 120607 169977 616166 681095 31754 121722 560971 647465 66175 30947 494796 616518 X THE BELMONT MANSION ASSOCIATION'S MISSION IS TO INTERPRET, PRESERVE, AND RESTORE BELMONT MANSION AND THE STORY OF THOSE WHO LIVED AND WORKED ON THE ESTATE, INCLUDING THE ACKLEN AND CHEATHAM FAMILIES, AND THE ENSLAVED, FREE BLACK AND IMMIGRANT WORKERS IN THE CONTEXT OF LOCAL, REGIONAL, AND NATIONAL HISTORY THROUGH TOURS, EXHIBITIONS, PUBLICATIONS, RESTORED PERIOD SPACES, AND THE COLLECTING OF ORIGINAL MATERIALS. 0 0 463639 516144 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. 463639 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X RACHEL VAUGHN CPA 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 JIM THOMPSON MEMBER 0.00 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 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 72693 0 0 72693 0 0 0 0 0 0 0 17720 5035 163426 186181 ADMISSIONS 561520 493566 493566 493566 13997 13997 98118 117765 -19647 -19647 -19647 22678 6701 15977 15977 186265 96100 90165 90165 OTHER REVENUE 900099 22578 22578 22578 802817 516144 -19647 120139 479709 347151 61215 71343 31409 22615 4083 4711 27176 27176 15871 15871 3437 569 968 1900 20658 20658 FURNISHINGS 28616 28616 CONSERVATION 24448 24448 BANK FEES 19764 19764 MISSION EXPENSE 17429 17429 12578 6940 4072 1566 681095 463639 137936 79520 295975 256618 3784 3709 74511 62547 3371 7407 183330 317184 560971 647465 23335 1328 42840 29619 66175 30947 X 452581 530337 42215 86181 494796 616518 560971 647465 121722 0 X 0 0 0 X 89111 148270 155517 98483 208859 700240 310590 214718 595793 707543 679831 2508475 22565 22565 422266 362988 751310 806026 888690 3231280 0 0 0 3231280 86271 463 264 6310 112115 205423 86271 463 264 6310 112115 205423 552 112388 12707 22578 148225 509089 475839 751574 825043 1023383 3584928 0.90140 0.91250 0.05730 0.04750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 322717 322717 287335 38269 2887 322717 341064 -50411 3318 287335 315741 28393 3070 341064 283899 1800 33290 3248 315741 0 0 0 INVESTMENTS 317184 C 317184 X 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, 2024, 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, 2024. WE ARE NO LONGER SUBJECT TO EXAMINATION BY U.S FEDERAL AND STATE TAXING AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES FROM 990, PAGE 1, BOX B AMENDED RETRUN, REASON FOR AMENDING: THE ORGANIZATION'S TOTAL GROSS RECEIPTS, AS REPORTED IN BOX G ON PAGE 1 OF FORM 990, INITIALLY EXCEEDED THE $1 MILLION AUDIT THRESHOLD SET BY THE TENNESSEE SECRETARY OF STATE. PER GUIDANCE FROM THE SECRETARY OF STATE'S OFFICE, THE AUDIT DETERMINATION IS BASED ON TOTAL GROSS RECEIPTS LESS GOVERNMENT GRANTS (REPORTED ON LINE 1E OF FORM 990, PART VIII) AND PRIVATE FOUNDATION CONTRIBUTIONS. WHILE SUBTRACTING GOVERNMENT GRANTS ALONE DID NOT REDUCE GROSS RECEIPTS BELOW THE $1 MILLION THRESHOLD, THE ORGANIZATION ALSO RECEIVED PRIVATE FOUNDATION GIFTS THAT FURTHER REDUCED ITS TOTAL GROSS RECEIPTS FOR AUDIT DETERMINATION PURPOSES. AFTER ACCOUNTING FOR THESE EXCLUSIONS, THE ORGANIZATION'S ADJUSTED GROSS RECEIPTS FELL BELOW $1 MILLION, AND THEREFORE, AN AUDIT IS NOT REQUIRED FOR THE FILING YEAR IN ACCORDANCE WITH THE SECRETARY OF STATE'S INSTRUCTIONS. 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