The Hermitage / Andrew Jackson Foundation
General Information
Contact Information
Nonprofit
The Hermitage / Andrew Jackson Foundation
Address
4580 Rachel's Lane
Nashville, TN 37076
Phone
(615) 889-2941 200
Fax
615 889-9289
Web Site
Web Site
Facebook
Facebook
Twitter
Twitter
Email
[email protected]
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 2015-2016 school year, the Hermitage Education Department served over 11,885 students from 25
states.
· Opening of $1.1 million dollar exhibit "Andrew Jackson: Born for a Storm" in January 2015.
· 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.
.
Unveiling of an inspirational, new introductory film for the Andrew Jackson Center Theatre that will prepare
th
visitors and set the stage for a rich, fulfilling visit; set to debut on Andrew Jackson’s 250 Birthday Celebration,
March 15, 2017.
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 x200 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
Secondary Organization Category
Education /
3
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
TN - Williamson
TN - Wilson
4
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
th
Andrew Jackson on our nation. Jackson, a pioneer, entrepreneur, military leader, politician, 7 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 2015/16 school year 249
education programs were presented to students and adults representing
an increase of 83% over five years and a 219% growth rate over ten
years. Education programs were presented to 11,885 individuals
representing a 73% five year growth rate and a ten year growth rate of
220%.
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
377,550
Population Served
,,
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 2017
Email
[email protected]
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
Mrs. Debby Koch
State of Tennessee
Voting
Ms. Mara Liasson
National Public Radio
Voting
Mrs. Gina Lodge
FSI
Voting
Mr. Ashley McAnulty
Community Volunteer
Voting
Mr. Bob McDonald
Cedarstone Bank
Voting
Mr. Jon Meacham
Author
Voting
Mr. Thomas Negri
Community Facilitator
Voting
Mrs. Kathy Nevill
EFT Source
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
00
Board Demographics - Gender
Male
8
Female
9
7
Unspecified
0
Governance
Board Term Lengths
2
Board Term Limits
3
Board Meeting Attendance %
69%
Written Board Selection Criteria?
Under Development
Written Conflict of Interest Policy?
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 2017
Email
[email protected]
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
8
General Property Coverage
Life Insurance
Medical Health Insurance
Special Event Liability
Workers Compensation & Employers' Liability
9
Management
Executive Director/CEO
Executive Director
Mr. Howard J. Kittell
Term Start
Nov 2008
Email
[email protected]
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
N/A
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
National Trust for Historic
Preservation
2003
Freedom Station
National Underground Railroad
Freedom Center
2011
Pinnacle Award
The Center for Interactive Learning 2012
and Collaboration
Five-Star Diamond Award
Perfect Wedding Guide
Leadership in History Award
American Association of State and 2015
Local History
Top Historical Spot Worth
Traveling For, No. 1 Historical
Attraction in TN
Flipkey
2014
2016
Senior Staff
Ms. Marsha Mullin
Title
Director of Museum Services/Chief Curator
Experience/Biography
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
Ms. Kathy McCall
Title
VP of Finance
Experience/Biography
Mr. Tony Guzzi
Title
VP Site Operations
Experience/Biography
Ms. Pam King
Title
VP of Development
Experience/Biography
Mr. Jason Nelson
Title
VP of Marketing & Sales
Experience/Biography
Mrs. Susan D. Williams
Title
Sr. VP for Institutional Advancement
Experience/Biography
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 2016
Fiscal Year End
June 30 2017
Projected Revenue
$5,113,400.00
Projected Expenses
$5,109,100.00
Endowment Value
$90,000.00
Endowment Spending Policy
N/A
Endowment Spending Percentage (if selected)
0%
Detailed Financials
Revenue and Expenses
Fiscal Year
Total Revenue
Total Expenses
Revenue Sources
Fiscal Year
Foundation and Corporation
Contributions
Government Contributions
Federal
State
Local
Unspecified
Individual Contributions
Indirect Public Support
Earned Revenue
Investment Income, Net of Losses
Membership Dues
Special Events
Revenue In-Kind
Other
2016
$4,225,319
$4,679,055
2015
$4,118,964
$4,391,859
2014
$4,879,502
$3,859,514
2016
$0
2015
$0
2014
$0
$316,028
$0
$0
$0
$316,028
$351,177
$0
$3,402,722
$14,281
$19,150
($18,418)
$69,863
$70,516
$185,465
$0
$0
$0
$185,465
$455,091
$0
$3,302,563
$16,625
$22,678
$28,222
$29,011
$79,309
$612,480
$0
$0
$0
$612,480
$932,443
$0
$3,094,909
$34,897
$22,158
$146,816
$52,902
$35,799
13
Expense Allocation
Fiscal Year
Program Expense
Administration Expense
Fundraising Expense
Payments to Affiliates
Total Revenue/Total Expenses
Program Expense/Total Expenses
Fundraising Expense/Contributed
Revenue
Assets and Liabilities
Fiscal Year
Total Assets
Current Assets
Long-Term Liabilities
Current Liabilities
Total Net Assets
Short Term Solvency
Fiscal Year
Current Ratio: Current Assets/Current
Liabilities
Long Term Solvency
Fiscal Year
Long-Term Liabilities/Total Assets
2016
$3,478,926
$719,474
$480,655
$0
0.90
74%
74%
2015
$3,379,681
$706,650
$306,528
$0
0.94
77%
46%
2014
$2,929,748
$673,844
$255,922
$0
1.26
76%
15%
2016
$8,076,560
$735,260
$100,000
$321,252
$7,655,308
2015
$8,515,757
$1,148,335
$75,000
$353,484
$8,087,273
2014
$8,689,716
$1,843,015
$0
$321,729
$8,367,987
2016
2.29
2015
3.25
2014
5.73
2016
1%
2015
1%
2014
0%
2015
Program Revenue
$3,302,563
Contributions, Gifts,
and Grants $455,091
Government Grants
$185,465
2014
Program Service
Revenue $2,828,103
Contributions, Gifts &
Grants $932,443
Government Grants
& Contracts
$612,480
Top Funding Sources
Fiscal Year
Top Funding Source & Dollar Amount
2016
Program Revenue
$3,402,722
Second Highest Funding Source & Dollar Contributions, Gifts
Amount
and Grants $351,177
Third Highest Funding Source & Dollar
Government Grants
Amount
$316,028
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
by Kathryn
Bennett 2/10/17.
Created provided
06.15.2017.
Copyright
© 2017 The Community
14
Foundation of Middle Tennessee