BATTLE OF NASHVILLE TRUST INC

EIN: 621497469 501(c)(3) Arts, Culture & Humanities

NASHVILLE, TN

Total Revenue
$1,113,364
Total Expenses
$85,045
Total Assets
$2,277,107
Net Assets
$2,277,107
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
TN
Principal Officer
JAMES D KAY JR
Phone
6157424800
Tax Period
2023-01-01 to 2023-12-31

BATTLE OF NASHVILLE TRUST INC, founded in 1992, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 92% operating margin.

Mission

THE BATTLE OF NASHVILLE PRESERVATION SOCIETY, INC. (BONPS) WAS FORMED IN 1992 BY A GROUP OF NASHVILLIANS WHO RECOGNIZED THAT THE LAST REMNANTS OF THE BATTLEFIELD WERE QUICKLY DISAPPEARING, AND THAT THE BATTLE OF NASHVILLE WAS POORLY UNDERSTOOD BY BOTH NASHVILLIANS AND VISITORS ALIKE. FOR A DETAILED REVIEW OF THE OVERALL HISTORY OF BATTLEFIELD PRESERVATION IN NASHVILLE, SEE ARTICLE BY JIM KAY: "BATTLEFIELD PRESERVATION IN NASHVILLE." FOR WEBSITE SEE WWW.BATTLEOFNASHVILLETRUST.ORG FOR MORE INFO.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,283
Program Service Revenue $4,789
Investment Income $1,081,768
Other Revenue $16,524
TOTAL REVENUE $1,113,364

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $85,045
Other Expenses $85,045
TOTAL EXPENSES $85,045

Year-over-Year Comparison

2023 2022 Change
Revenue $1,113,364 $795,473 +0.4%
Expenses $85,045 $39,920 +1.1%
Net Income $1,028,319 $755,553 +0.4%
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

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Governance

Voting Members
22
Independent Members
N/A
Employees
N/A
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
4
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN ALLYN BOARD MEMBER 0.50
Director
$0 $0 $0
CLAY BAILEY BOARD MEMBER 0.50
Director
$0 $0 $0
JOHN BANKS BOARD MEMBER 0.50
Director
$0 $0 $0
SIDNEY MCALISTER BOARD MEMBER 0.50
Director
$0 $0 $0
PHILLIP DUER BOARD MEMBER 0.50
Director
$0 $0 $0
TOM LAWRENCE BOARD MEMBER 0.50
Director
$0 $0 $0
PETE MCALISTER BOARD MEMBER 0.50
Director
$0 $0 $0
ELLEN DUER MCCLANAHAN BOARD MEMBER 0.50
Director
$0 $0 $0
BILL OZIER BOARD MEMBER 0.50
Director
$0 $0 $0
JAMES A BLAIR BOARD MEMBER 0.50
Director
$0 $0 $0
MALCOLM LILES BOARD MEMBER 0.50
Director
$0 $0 $0
DWIGHT PITTMAN BOARD MEMBER 0.50
Director
$0 $0 $0
SAMUEL ANDERSON BOARD MEMBER 0.50
Director
$0 $0 $0
ROBERT CHILTON BOARD MEMBER 0.50
Director
$0 $0 $0
R BRANDON HULETTE BOARD MEMBER 0.50
Director
$0 $0 $0
JIMMY PICKLE BOARD MEMBER 0.50
Director
$0 $0 $0
KEVIN RODDEY BOARD MEMBER 0.50
Director
$0 $0 $0
SAM WHITSON BOARD MEMBER 0.50
Director
$0 $0 $0
JAMES KAY JR COO 7.00
Officer
$0 $0 $0
BOBBY WHITSON PRESIDENT 5.00
Officer
$0 $0 $0
JIM ATKINSON MD SECRETARY 2.00
Officer
$0 $0 $0
PRESTON BAIN TREASURER 5.00
Officer
$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
2024 No data No data No data No data
2023 $1,113,364 $85,045 $2,277,107 $1,028,319
2022 $795,473 $39,920 $1,248,788 $755,553
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