LOTZ HOUSE FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

JOHN T THOMPSON

Phone

6157907190

Tax Period

2025-01-01 to 2025-12-31

LOTZ HOUSE FOUNDATION INC, founded in 2008, is a small nonprofit in the Arts, Culture & Humanities sector that reported $197K in total revenue in fiscal year 2025. Expenses of $184K left a modest 7% surplus.

Mission

THE LOTZ HOUSE FOUNDATION IS DEDICATED TO PROTECTING, PRESERVING, AND EDUCATING PEOPLE ON THE HISTORY AND CULTURE OF THE HISTORIC CIVIL WAR BATTLE OF FRAKLIN, TENNESSEE IN 1864. WE ARE COMMITTED TO ENRICHING LIVES THROUGH PRESERVING THE STORIES OF THE TIME ALONG WITH THE LIFESTYLE, FURNINSHINGS AND FINE ART OF THE PERIOD.

Program Service Accomplishments

Program 1

Expenses: $172,150 Revenue: $190,241

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...

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 LEARN OF THE BATTLE OF FRANKLIN IN 1864. PART OF THE BATTLE TOOK PLACE ON THE PROPERTY GROUNDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,986

Program Service Revenue $140,597

Investment Income $113

Other Revenue $49,644

TOTAL REVENUE $197,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,501

Fundraising Expenses $0

Program Expenses $172,150

Other Expenses $92,884

TOTAL EXPENSES $184,385

Year-over-Year Comparison

	2025	2024	Change
Revenue	$197,340	$197,705	0.0%
Expenses	$184,385	$208,257	-0.1%
Net Income	$12,955	$-10,552	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN T THOMPSON	EXECUTIVE DIRECTOR / PRESI	60.00	Officer Director	$0	$0	$0
SUSAN THOMPSON	SECRETARY	6.00	Officer Director	$0	$0	$0
WARD BOONE	BOARD MEMBER	0.50	Director	$0	$0	$0
DENNIS FERRIER	BOARD MEMBER	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$197,340	$184,385	$75,628	$12,955
2024	No data	No data	No data	No data
2023	$214,404	$192,617	$74,117	$21,787
2022	$172,848	$174,918	$54,745	$-2,070
2021	$142,061	$120,703	$53,113	$21,358
2020	$87,605	$92,854	$36,465	$-5,249
2019	$159,029	$182,742	$41,673	$-23,713
2018	$194,685	$199,251	$65,549	$-4,566