The Hermitage / Andrew Jackson Foundation General Information Contact Information Nonprofit Address The Hermitage / Andrew Jackson Foundation 4580 Rachel's Lane Nashville, TN 37076 Phone (615) 889-2941 240 Fax 615 889-9289 Web Site Web Site Facebook Facebook Twitter Twitter Email mnichols@thehermitage.com At A Glance Year of Incorporation 1889 Andrew Jackson Foundation Former Names Ladies Hermitage Association 1
Mission & Impact Statements Mission The mission of the Andrew Jackson Foundation is to preserve the home place of Andrew Jackson, to create learning opportunities, and to inspire citizenship through experiencing the life and unique impact of Jackson. Background For two centuries The Hermitage has been a pilgrimage destination for people to connect with Andrew Jackson as his home and then as America s second oldest presidential site museum. In 1889, the Andrew Jackson Foundation was founded to protect, preserve, and present to the public The Hermitage, Jackson s home. In that year, prominent Nashville women banded together intent on preserving The Hermitage its historic structures, garden, and farmland as well as the legacy of the man who defended his wife s honor at all costs, the general who led his troops to a stunning victory against the mighty British military at the Battle of New Orleans, and the president who solidified the Union, eliminated the national debt and presided over an era that saw immense changes in the nation s political, economic, social and religious cultures. Andrew Jackson had such a profound influence on the development of our nation s emerging concepts of citizen governance that we refer to him as the Father of American Democracy. For 128 years, the Foundation and its predecessor (Ladies Hermitage Association) have met the challenges inherent in preserving and presenting to the public this extensive site of major historic significance. Through wars, depression, recessions, and natural disasters, The Hermitage has been lovingly protected and shared with hundreds of thousands of visitors each year from around the world. More than 16 million people have visited this 1,120-acre National Historic Landmark-almost 200,000 guests each year. In maintaining one of America s most renowned historic properties, the Andrew Jackson Foundation recognizes its important responsibility. This is articulated in a mission statement, part of the institution s strategic plan: The mission of the Andrew Jackson Foundation is to preserve the home place of Andrew Jackson, to create learning opportunities, and to inspire citizenship through experiencing the life and unique impact of Jackson. Today, The Hermitage consists of 27 historic structures, including Jackson s original farmhouse complex, his Greek-Revival mansion and tomb, slave cabins and related archaeological sites. Collectively, these structures provide great insight and inspiration as today s citizens and future American leaders experience glimpses into the lives of President Jackson, his family and slaves as well as the emerging principles of American democracy in the Jacksonian Era. 2
Impact Since 1889, the Andrew Jackson Foundation (formerly the Ladies Hermitage Association) has protected, preserved and interpreted the Hermitage, home of President Andrew Jackson as one of the oldest presidential museums and most renowned historic sites in the United States. Recent accomplishments include: During the 2016-2017 school year, the Hermitage Education Department served over 12,098 students from 25 states and 3 foreign countries. Unveiling of an inspirational, new introductory film for the Andrew Jackson Center Theatre that will prepare visitors and set the stage for a rich, fulfilling visit; debuted on Andrew Jackson s 250 th Birthday Celebration, March 15, 2017. Transitioned to a national board of trustees and re-branded the site.. Awarded the Leadership in History Award of Merit in the Fall of 2015 by the American Association of State and Local History for our Andrew Jackson: Born for a Storm exhibit.. January 2016, Flipkey (a subsidiary of TripAdvisor) named The Hermitage a Top Historical Spot Worth Traveling For in the nation and the No.1 historical attraction in Tennessee. Our most important goals for the upcoming year are: Continued diligence in excellent care of America s most authentically preserved early-american presidential home, where over 95% of the historic collection is original to the Jackson and Donelson households. Expansion of public events and programming to attract more members of the community to the 1,120-acre property for a greater variety of purposes, emphasizing strategic partnerships with other organizations and increased sponsorship support. Make The Hermitage a national center for experiencing the life and legacy of Andrew Jackson as well as learning, outreach, and scholarship about Jackson and Jacksonian America. pasting Needs Top 4 pressing needs Sufficient funding to fulfill all current high priority preservation needs to historic structures and exhibit. Board and staff development to enhance organization s ability to optimize potential for service Effective exposure to the public-near and far-that will result in increased visitation and engagement with the site.. Effective assessments to guide the site master plan and use of various parts of the property to share the stories of Jackson s life and times in the most compelling ways. Other ways to donate, support, or volunteer Donate by mailing a check, payable to the Andrew Jackson Foundation, to 4580 Rachel's Lane, Nashville, TN 37076 or by phone at 889-2941 x240 and online at www.thehermitage.com/support. To inquire about volunteering, contact us by phone at 889-2941 x211. There are many volunteer opportunities throughout the year, including special events and programs. Service Categories Primary Organization Category Arts,Culture & Humanities / Historical Organizations 3
Secondary Organization Category Education / Areas of Service Areas Served TN - Bedford TN - Cannon TN - Cheatham TN - Clay TN - Coffee TN - Cumberland TN - Davidson TN - Dekalb TN - Dickson TN - Fentress TN - Franklin TN - Giles TN - Hickman TN - Houston TN - Humphreys TN - Jackson TN - Lawrence TN - Lewis TN - Lincoln TN - Macon TN - Marshall TN - Maury TN - Montgomery TN - Moore TN - Overton TN - Perry TN - Pickett TN - Putnam TN - Robertson TN - Rutherford TN - Smith TN - Stewart TN - Sumner TN - Trousdale TN - Van Buren TN - Warren TN - Wayne TN - White 4
TN - Williamson TN - Wilson The Andrew Jackson Foundation serves the entire state of Tennessee, visitors from all over the United States and the world. CEO Statement The Hermitage, home place of President Andrew Jackson, is one of the finest presidential homes in America. This National Historic Landmark exists today thanks to a determined and resourceful group of Nashvillians who, in 1889, founded the Andrew Jackson Foundation (formerly The Ladies Hermitage Association) to protect, preserve, and interpret The Hermitage as a place to experience and consider the life, times and impact of Andrew Jackson on our nation. Jackson, a pioneer, entrepreneur, military leader, politician, 7 th United States President, and national hero, Converted the Founders Republic to a democracy. (Time; 7 February 2011) The generosity of donors, foundations, and guests enables us to offer an outstanding visitor experience to a broad and diverse audience of all ages. I hope you will make an opportunity to visit The Hermitage come for the history and leave inspired. It is truly a national treasure right here in Nashville. 5
Programs Programs Interpretive and Educational Programs and Tours Description Andrew Jackson's Hermitage is open for tours daily except Thanksgiving, and Christmas. Tours include interpreter-led tours of the Hermitage mansion and self-guided tours of the museum, grounds, gardens, slave quarters and archaeological sites. Educational and interpretive programming is a vital part of our mission to share the stories of Andrew Jackson and his impact on our nation, of Jacksonian America, and of The Hermitage. Each year, more than 200,000 visitors from around the world and 30,000+ school-age children benefit from our educational and interpretive programs. Students in grades K-12 participate in a variety of classes, tours, and programs offered onsite or in their classroom. These programs have seen tremendous growth in recent years. From the 2016/17 school year 251 education programs were presented to students and adults representing an increase of 69% over five years and a 228% growth rate over ten years. Education programs were presented to 12,098 individuals representing a 85% five year growth rate and a ten year growth rate of 197%. Each class addresses multi-cultural and historical education from unique and differing perspectives. Visitors of all ages enjoy our numerous daily interpretive offerings that include a film, multimedia audio tours, thirty-two wayside exhibits, touch screens, and interpreter-led tours of the mansion, all providing an educational and engaging experience. In 2013, we merged our Education and Interpretation Departments into a single unit to represent our belief that individuals visiting The Hermitage will have an educational experience, regardless of age. The Education and Interpretation Department now allows for more collaboration between educators and interpreters, resulting in expanded educational opportunities for students and additional tours and lectures for adult visitors. Budget 197390 Category Population Served Arts, Culture & Humanities, General/Other Museums General/Unspecified, General/Unspecified, General/Unspecified Public Programs & Events Description We present a large number of events and programs throughout the year, each serving to educate and enlighten the community about Andrew Jackson and his importance in history. Living history programs, evening tours, Black History Month programs, author talks, school and group tours, the Battle of New Orleans commemoration and Andrew Jackson's Birthday Celebration are just a few of the events and programs happening annually at The Hermitage. Budget 195,445 Population Served,, 6
Governance Board Chair Board Chair Mrs. Francis Spradley Company Affiliation Community Volunteer Term July 2016 to June 2018 Email fbpradley@gmail.com Board Members Name Affiliation Status Mrs. Janet Ayers Community Volunteer Voting Mr. Michael Beschloss Author and Historian Voting Mrs. Carol Daniels Gannett Voting Mrs. Cindy Garfield Community Volunteer Voting Mr. Willie Geist NBC News and the Today Show Voting Ms. Mara Liasson National Public Radio Voting Mrs. Gina Lodge Community Volunteer Voting Mr. Ashley McAnulty Community Volunteer Voting Mr. Bob McDonald Cedarstone Bank Voting Mr. Jon Meacham Author Voting Mr. Thomas Negri Community Volunteer Voting Mr. Charles Overby Overby Center for Southern Journalism and Politics Voting Mrs. Frances Spradley Community Volunteer Voting Mr. Guilford Thornton Jr. Kirkland's, Inc. Voting Ms. Katy Varney McNeely Pigott & Fox Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 17 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 8 Female 9 Unspecified 0 7
Governance Board Term Lengths 2 Board Term Limits 3 Board Meeting Attendance % 69% Written Board Selection Criteria? Written Conflict of Interest Policy? Under Development Under Development Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Number of Full Board Meetings Annually 2 Board CoChair Board CoChair Mr. Robert L. McDonald Company Affiliation Cedarstone Bank Term July 2016 to June 2018 Email bmcdonald@cedarstonebank.com Standing Committees Advisory Board / Advisory Council Board Development Board Governance Building Collections Communications / Public Relations Board Development / Board Orientation Finance Investment Marketing Nominating Special Events Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive Risk Management Provisions Accident & Injury Coverage Commercial General Liability Directors & Officers Policy Fine Arts & Collectibles General Property Coverage Life Insurance Medical Health Insurance 8
Special Event Liability Workers Compensation & Employers' Liability 9
Management Executive Director/CEO Executive Director Term Start Nov 2008 Email Mr. Howard J. Kittell hkittell@thehermitage.com Experience Our President and CEO, Howard Kittell has been with The Hermitage since November 2008. He has extensive experience in non-profit and government administration, historic preservation, and land conservation. For the 10 years prior to his position at The Hermitage, Kittell had been the Executive Director of the Shenandoah Valley Battlefields Foundation in Virginia. In that capacity, Kittell oversaw the preservation of 10 Civil War battlefields, interpretive programs, and promoting heritage tourism. Former CEOs Name Term Ms. Patricia Leach Apr 2001 - Jan 2008 Mr. James Vaughn Aug 1994 - Mar 2000 Staff Full Time Staff 39 Part Time Staff 49 Volunteers 800 Contractors 0 Retention Rate 72% Plans & Policies Does the organization have a documented Fundraising Plan? Under Development Does the organization have an approved Strategic Plan? Yes Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? July 2014 In case of a change in leadership, is a Management Succession plan in place? No Does the organization have a Policies and Procedures Plan? Yes Does the organization have a Nondiscrimination Policy? Yes 10
Does the organization have a Whistle Blower Policy? Yes Does the organization have a Document Destruction Policy? Yes Affiliations Affiliation Year American Association of Museums 1987 American Association for State and Local History 1990 Awards Awards Award/Recognition Organization Year Restoration Award Tennessee Preservation Trust 2005 Award of Commendation National Park Service 2004 Award of Merit American Association for State and Local History 2005 Restore America Home & Garden Television 2004 Stewardship Award Freedom Station Pinnacle Award National Trust for Historic Preservation National Underground Railroad Freedom Center The Center for Interactive Learning and Collaboration 2003 2011 2012 Five-Star Diamond Award Perfect Wedding Guide 2014 Leadership in History Award Top Historical Spot Worth Traveling For, No. 1 Historical Attraction in TN American Association of State and Local History 2015 Flipkey 2016 Senior Staff Ms. Marsha Mullin Title Experience/Biography Director of Museum Services/Chief Curator Marsha Mullin (Director of Museum Services/Chief Curator) has been with The Hermitage since 1986 and a museum curator since 1976. She holds master s degree s from the University of Notre Dame in American Studies with focus on Material Culture and from Texas Tech University in Museum Studies. Her undergraduate degree from Indiana University is in History. At The Hermitage, she is responsible for the Museum Services Division (Archaeology, Collections, Education, and Interpretation). She co-directed the $2.2 million Hermitage mansion restoration project that restored the mansion interior to the 1837-1845 period. She led The Hermitage s recent NEH funded interpretation planning project and will direct the implementation project, also funded by NEH that begins in the fall of 2004. 11
Mr. Tony Guzzi Title VP Site Operations Experience/Biography Mr. Jason Nelson Title VP of Marketing & Sales Experience/Biography Mrs. Susan D. Williams Title Experience/Biography Sr. VP for Institutional Advancement Susan D. Williams currently serves as Sr. Vice President for Institutional Advancement. A Certified Fundraising Executive with more than 18 years of fundraising and development experience, Ms. Williams has worked in a variety of fundraising roles throughout her career including Director of Corporate and Foundation Relations at Belmont University and Sr. Director of Endowment Giving for the Nashville Symphony. She holds a master s degree from Trevecca Nazarene University and is a graduate of the U.S. Chamber of Commerce Institute on Organization Management at the University of Notre Dame. Currently, she serves as the President of the Planned Giving Council of Middle Tennessee and serves on the board of the Tennessee Christian Medical Foundation. 12
Financials Fiscal Year Fiscal Year Start July 01 2017 Fiscal Year End June 30 2018 Projected Revenue $5,777,600.00 Projected Expenses $5,775,500.00 Endowment Value $90,000.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Fiscal Year 2016 2015 2014 Total Revenue $4,225,319 $4,118,964 $4,879,502 Total Expenses $4,679,055 $4,391,859 $3,859,514 Revenue Sources Fiscal Year 2016 2015 2014 Foundation and Corporation $0 $0 $0 Contributions Government Contributions $316,028 $185,465 $612,480 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $316,028 $185,465 $612,480 Individual Contributions $351,177 $455,091 $932,443 Indirect Public Support $0 $0 $0 Earned Revenue $3,402,722 $3,302,563 $3,094,909 Investment Income, Net of Losses $14,281 $16,625 $34,897 Membership Dues $19,150 $22,678 $22,158 Special Events ($18,418) $28,222 $146,816 Revenue In-Kind $69,863 $29,011 $52,902 Other $70,516 $79,309 $35,799 13
Expense Allocation Fiscal Year 2016 2015 2014 Program Expense $3,478,926 $3,379,681 $2,929,748 Administration Expense $719,474 $706,650 $673,844 Fundraising Expense $480,655 $306,528 $255,922 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 0.90 0.94 1.26 Program Expense/Total Expenses 74% 77% 76% Fundraising Expense/Contributed Revenue 74% 46% 15% Assets and Liabilities Fiscal Year 2016 2015 2014 Total Assets $8,076,560 $8,515,757 $8,689,716 Current Assets $735,260 $1,148,335 $1,843,015 Long-Term Liabilities $100,000 $75,000 $0 Current Liabilities $321,252 $353,484 $321,729 Total Net Assets $7,655,308 $8,087,273 $8,367,987 Short Term Solvency Fiscal Year 2016 2015 2014 Current Ratio: Current Assets/Current Liabilities 2.29 3.25 5.73 Long Term Solvency Fiscal Year 2016 2015 2014 Long-Term Liabilities/Total Assets 1% 1% 0% Top Funding Sources Fiscal Year 2016 2015 2014 Top Funding Source & Dollar Amount Program Revenue $3,402,722 Program Revenue $3,302,563 Program Service Revenue $2,828,103 Second Highest Funding Source & Dollar Contributions, Gifts Contributions, Gifts, Contributions, Gifts & Amount and Grants $351,177 and Grants $455,091 Grants $932,443 Third Highest Funding Source & Dollar Amount Government Grants $316,028 Government Grants $185,465 Government Grants & Contracts $612,480 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? Yes State Charitable Solicitations Permit TN Charitable Solicitations Registration Yes - Expires Dec 2017 Registration No 0 GivingMatters.com Financial Comments Financials taken from the 990 and audit. Financial documents prepared by Mullins, Clemons & Mayes, PLLC. Comments Created provided 12.08.2017. by Kathryn Copyright Bennett 2/10/17. 2017 The Community Foundation of Middle Tennessee 14