Nonprofit · EIN 23-7042596
THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN
Tax-exempt · FRANKLIN, TN 37064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,227,241 | $8,427,126 | -$1,199,885 | $32,010,880 | $15,137,941 | $16,872,939 |
| December 31, 2023 | 990 | $7,794,107 | $7,503,811 | $290,296 | $30,798,335 | $13,263,527 | $17,534,808 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,235,603
- Membership dues
- $147,879
- Program service revenue
- $4,039,774
- Investment income
- $548,163
- Net gain from sales of assets
- $343,113
- Net income from fundraising events
- $403,701
- Other revenue
- $403,701
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $284,114
- Other salaries and wages
- $2,411,064
- Salaries, compensation and benefits (total)
- $2,893,921
- Professional fundraising fees
- $0
- Occupancy
- $616,759
- Depreciation
- $569,749
- Program services (functional)
- $5,344,206
- Management and general (functional)
- $1,427,876
- Fundraising (functional)
- $1,655,044
Balance sheet and other
- Total assets, start of year
- $30,798,335
- Total assets, end of year
- $32,010,880
- Total liabilities, end of year
- $15,137,941
- Net assets, end of year
- $16,872,939
- Land, buildings and equipment
- $27,321,730
- Publicly traded securities
- $1,390,503
- Net assets without donor restrictions
- $12,239,557
- Net assets with donor restrictions
- $4,633,382
- Gross receipts
- $7,541,479
- Employees
- 74
- Volunteers
- 375
- Year formed
- 1970
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARI BEASLEY | CEO AND PRESIDENT Officer | 40 | $284,115 |
| CYNTHIA A STILELOW | EMPLOYEE Highest-paid employee | 40 | $135,631 |
| RONALD E DILTS | EMPLOYEE Highest-paid employee | 40 | $107,427 |
| LEANNE Y PORTZEL | EMPLOYEE Highest-paid employee | 40 | $100,215 |
| DAVID GARRETT | BOARD CHAIR Trustee or director, Officer | 4 | $0 |
| SONDRA MORRIS | CHAIR FRANKLIN GROVE Trustee or director, Officer | 4 | $0 |
| JOHN BOND | CHAIR DFA Trustee or director, Officer | 4 | $0 |
| PAUL JANKOWSKI | CHAIR THEATER Trustee or director, Officer | 4 | $0 |
| ELLEN SMITH | SECRETARY Trustee or director, Officer | 2 | $0 |
| EMILY MAGID | AT LARGE Trustee or director, Officer | 2 | $0 |
| TYLER BORDERS | AT LARGE Trustee or director, Officer | 2 | $0 |
| ALLEN SILLS | CHAIR HCC Trustee or director, Officer | 2 | $0 |
| JACKIE ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRADEN DAHL | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY FRIST | BOARD MEMBER Trustee or director | 1 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF LEDBETTER | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM SCALES | BOARD MEMBER Trustee or director | 1 | $0 |
| HUNTER JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| MEGAN ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM SANSIVERI | BOARD MEMBER Trustee or director | 1 | $0 |
| BO SEGERS | BOARD MEMBER Trustee or director | 1 | $0 |
| ED SILVA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK SUTTON | BOARD MEMBER Trustee or director | 1 | $0 |
| BRENT BOWMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID JACKSON | TREASURER Trustee or director | 1 | $0 |
| JEFFREY WELK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARI BEASLEY | CEO Officer | 40 | $272,000 |
| GRANT E MARTIN | EMPLOYEE Highest-paid employee | 40 | $120,447 |
| RONALD E DILTS | EMPLOYEE Highest-paid employee | 40 | $103,312 |
| DAVID GARRETT | PRESIDENT Trustee or director, Officer | 4 | $0 |
| CHRIS KNOPF | TREASURER Trustee or director, Officer | 2 | $0 |
| SONDRA MORRIS | CHAIR FRANKL Trustee or director, Officer | 4 | $0 |
| JOHN BOND | CHAIR DFA Trustee or director, Officer | 4 | $0 |
| JENNIFER PARKER | CHAIR THEATR Trustee or director, Officer | 4 | $0 |
| STEPHANIE FARMER | SECRETARY Trustee or director, Officer | 2 | $0 |
| EMILY MAGID | AT LARGE Trustee or director, Officer | 2 | $0 |
| ELLEN SMITH | AT LARGE Trustee or director, Officer | 2 | $0 |
| TYLER BORDERS | AT LARGE Trustee or director, Officer | 2 | $0 |
| ALLEN SILLS | AT LARGE Trustee or director, Officer | 2 | $0 |
| JACKIE ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRADEN DAHL | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY FRIST | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF LEDBETTER | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM SCALES | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN WHITAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| SHEA WOOD-TURNER | BOARD MEMBER Trustee or director | 1 | $0 |
| HUNTER JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| MEGAN ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM SANSIVERI | BOARD MEMBER Trustee or director | 1 | $0 |
| BO SEGERS | BOARD MEMBER Trustee or director | 1 | $0 |
| ED SILVA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK SUTTON | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 112 BRIDGE ST, FRANKLIN, TN 37064-2513
- In care of
- % MARY SHEARER PEARCE
- Principal officer (990 for 2024)
- BARI BEASLEY, 112 BRIDGE STREET, FRANKLIN, TN 37064
- Signed the 990
- BARI BEASLEY, CEO
- Phone
- (615) 591-8500
- Return prepared by
- UHY ADVISORS MIDWEST INC
Mission
THE ORGANIZATION IS DEDICATED TO PROTECTING AND PRESERVING THE COMMUNITITIES AND CULTURAL HERITAGE OF HISTORIC RESOURCES IN WILLIAMSON COUNTY, TENNESSEE, AND WORKS WITH AREA LEADERS TO CONTINUALLY CARE FOR HISTORIC SPACES, TREASURED LANDMARKS, AND CHERISHED LOCAL BUSINESSES.
Program accomplishments
- THE ORGANIZATION PROVIDES TOURS OF HISTORICAL HOMES, SPONSORS FESTIVAL AND HOLIDAY EVENTS, SELLS BOOKS OF LOCAL HISTORICAL BUILDINGS, LANDMARKS AND LANDSCAPES IN THE CITY OF FRANKLIN AND WILLIAMSON COUNTY, TENNESSEE. THE ORGANIZATION HAS PROGRAMS TO HELP PROTECT LOCAL HISTORICAL LANDMARKS IN THE AREA.Expenses $5,344,206 · revenue $4,587,937
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7042596
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $32,010,880
- Income (IRS master file)
- $7,541,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,227,241 | $8,427,126 | $32,010,880 | XML |
| 990 | December 2023 | $7,794,107 | $7,503,811 | $30,798,335 | XML |
| 990 | December 2022 | $7,048,834 | $6,936,401 | $30,248,010 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7042596).
Questions about THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN
- What is the EIN of THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN?
- The employer identification number (EIN) of THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN is 23-7042596.
- Is THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN?
- The 990 for the year ended December 31, 2024 names BARI BEASLEY.
- Who are the officers and directors of THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN?
- The 990 for the year ended December 31, 2024 lists 26 people; 4 received compensation from the organization, the highest $284,115 (BARI BEASLEY, CEO AND PRESIDENT).
- How much revenue does THE HERITAGE FOUNDATION OF WILLIAMSON COUNTY TN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,227,241, expenses of $8,427,126 and total assets of $32,010,880 at year end.
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