Belle Meade Plantation

Transcription

1 Belle Meade Plantation General Information Contact Information Nonprofit Address Belle Meade Plantation 5025 Harding Pike Nashville, TN Phone (615) Fax Web Site Web Site At A Glance Year of Incorporation 1953 Association for the Preservation of Tennessee Antiquities 1

2 Mission & Impact Statements Mission Our mission is to preserve and interpret the historical value of Belle Meade Plantation and to educate the public about its significance in American culture. Background Belle Meade Plantation is a 30 acre historic site 6 miles west of Nashville. The centerpiece of the property is the Belle Meade mansion built in This Greek revival house was home to five generations of the Harding- Jackson family, original owners of the Belle Meade Farm. The farm was a thoroughbred nursery famous for breeding and training championship race horses. After flourishing throughout the 19th century the farm encompassed 5,400 acres and was one of the largest private estates in Nashville. However, the twentieth century brought financial hardship for the family and when the farm was sold in 1903 most of the acreage was developed into Belle Meade Park. The house was occupied until 1953 when it was sold to the state of Tennessee. The State deeded the 30 acre property to the Association for the Preservation of Tennessee s Antiquities and the group opened the site as a museum in With years of restoration, the house appears now as it did in the Palmy days of the 1880 s. Many of the Harding and Jackson family possessions have been returned and can be seen in the house today. Although the old farm is gone, you can still visit and learn about this fascinating piece of horse racing history. Impact Belle Meade Plantation continues to evolve in its 203 year history, but the two stalwarts for our site today are preservation and education. As history becomes an extinct subject in many classrooms curriculums, our telling of our story may be the only lesson in history many children may learn. The whole story includes horses, people, places, landscape and the role that these factors played on the farm. From the evolution of a log cabin hewn from the wilderness to an opulent plantation era home and renowned thoroughbred nursery and stud; from slave artisans and craftsmen to freed men with nationally recognized talents and skills, we continue with our preservation mindset of the love and care of our landscape. It is all here with a fascinating story to tell from the past generations to the present. Belle Meade Plantation provides a link between Nashville's roots for this and future generations. Three of our major initiatives this year are: 1. Continue the restoration of each of our outbuildings and Carriage House so every building on site is interpreted and open for touring. 2. Tripling the number of children that come to the site on an education field trip regaurdless of their ability to pay. 3. As technology evolves, find new ways to bring the site to the classroom to facilitate all needs and budgets Three major accomplishments from the past year include: 1. Bringing back horses to the site along with fencing a paddock and turn out shed 2.Renovating the 3rd floor of the Mansion and making a Curatorial space and classroom out of former unused space 3. Removing the old heat and air system from the flood and replacing it with an energy effecient and enviromentally friendly Geo-thermal system. Needs 1. The ongoing preservation of the mansion and artifacts. 2. The preservation and further development of entire historic landscape. 3. Continuing development of education programs, including helping needy students and schools finance field trips. 4. Further interpretation of the role played by African Americans in the History of Belle Meade becoming the nation s leading thoroughbred nursery. 5. Interpretation of equestrian history and on-going preservation of carriages, stables and tack. Other ways to donate, support, or volunteer Mailing a checkin-kind donations Service Categories Primary Organization Category Arts,Culture & Humanities / Historical Organizations Secondary Organization Category Arts,Culture & Humanities / History Museums 2

3 Areas of Service Areas Served TN - Davidson As a premier tourist destination, Belle Meade Plantation serves clients on a national and international level every single day. Many of our members, donors, and patrons are from the immediate Nashville area. Board Chair Statement To effectively meet our mission of preservation and education at Belle Meade Plantation we have had to reinvent ourselves. That has caused us to look at our programming as well as the property. With our Bicentennial Celebration this year the first thing we have focused on was the condition of the property- if we were not taking care of the property, then donors would not be interested in helping us. Major emphasis has been placed on the mansion and the carriage house. We raised money because we had specific needs and we were able to prove to the greater community that we were well managed with a sound fiscal balanced budget. We have looked at bringing horses back to Belle Meade to tie into our educational program and received approval from the city, as well as a donor to help with a turn out stable. We have looked and are moving towards a business plan that will develop revenue from our property and branding our image and message. We have the limitless resources of excitement, dedication and vision shared and adopted with our staff. Grants from outside sources only come with a sound fiscal policy, a strong and vibrant staff and a compelling reason for the community to get involved. The history of Nashville is the history of Tennessee. With 146,000 visitors who without exception say that experience at Belle Meade Plantation is not only positive but most instructive is the reward that provides us with a better place to live. We say those who move to Nashville do not want to leave. If they leave, they want to come back. Belle Meade Plantation plays a part in that quality of life that is hard to measure- but you are glad to know that the Belle Meade Plantation is there, not only for us, but future generations as well. Sincerely, John T. Rochford, President, Board of Directors CEO Statement For two hundred and three years Belle Meade Plantation has opened its doors to Nashville and its visitors. Today this National Registered home remains preserved and open daily to the public despite receiving no funds from state or federal sources. New emphasis is being placed on the entire historic fabric of our 20 plus acres including trees, gardens, stone walls and all out-buildings. The equestrian history is also being emphasized as is our African American history as it relates to the skilled workers that trained, groomed and rode our thoroughbreds to victory and made Belle Meade the nation s leading thoroughbred nursery. We hope to expand our education offerings to school children to allow all kids, regardless of ability to pay, the chance to attend educational outings and summer camp offerings. Technology is allowing us to develop new ways to bring our history directly to the classroom, even if that classroom is across the world! Belle Meade Plantation is a living, breathing historic site that offers children and adults the chance to learn, relax and just enjoy the splendor of this part of Nashville s history that vibrantly enters its third century welcoming Nashville s guest. We hope you will join us on the journey. Regards, Alton Kelley, President, Belle Meade Plantation 3

4 Programs Programs School Programs Description We offer a wide variety of Student Tour options that can be customized by age group, area of study and length of stay. Each group receives a knowledgeable instructor to escort them as well as an interactive learning experience. Our programs also include Teacher Workshops, a Speakers Bureau that provides lectures to various community organizations, and Indian Summer Camps for children in preschool through fourth grade. Budget Category Population Served Arts, Culture & Humanities History & Historical Programs General Public/Unspecified, Children Only (5-14 years), Interpretative Experience Description Our interpretation program focuses on giving every guest that visits Belle Meade Plantation a unique experience that transports them back to the 19th century. With costumed interpreters giving daily mansion tours and attending to visitors of all ages, our interpretation program is just one of the many ways that Belle Meade stands out among historical sites in the Greater Nashville area and beyond. Budget Category Arts, Culture & Humanities History & Historical Programs Population Served General Public/Unspecified,, Special Events Description The special events we hold at Belle Meade Plantation are integral from both a fundraising perspective and a community perspective. People and businesses from all over the area support our special events as sponsors, patrons, vendors and by serving on special event committees. Some of these events include: Entirely Entertaining, a spring luncheon featuring a table-decorating contest; Fall Fest, our annual craft and antique show featuring hundreds of vendors; and an Annual Golf Tournament at Belle Meade Country Club that debuts this year. Budget Category Philanthropy, Voluntarism & Grantmaking Fundraising Population Served General Public/Unspecified,, 4

5 Curatorial Efforts Description The Curatorial department exists to preserve, conserve, and interpret the historical collections at Belle Meade, and to research and produce exhibits and interpreter costumes. Our curatorial team is dedicated to research and historical accuracy and we have a talented and versatile staff with a passion for this site. Budget Category Arts, Culture & Humanities Curatorial Work & Exhibitions Population Served General Public/Unspecified,, Equestrian Efforts Description Category Under the vision of our new President, we have been striving towards bringing many aspects that characterized Belle Meade in the 19th century back to the grounds. A major part of this has been visiting the possibilities of re-entering into the equestrian world. We are currently in the process of acquiring permission to have horses on our grounds once again for limited periods of time. This initiative will greatly enhance our education and interpretation efforts and we are looking forward to entering the exciting equestrian world. Animal-Related Animal Exhibitions & Shows Population Served General Public/Unspecified,, CEO Comments The figures for our Special Events programming includes costs for advertising, promotion and development as well. The budgeting for our Equestrian efforts have not yet been determined as we are still in the experimental phase. 5

6 Governance Board Chair Board Chair Mr. Frank Wilk Jr. Company Affiliation Retired Term July 2011 to June Board Members Name Affiliation Status Mr. Richard Blackett Vanderbilt University Voting Ms. Luvenia H. Butler Tennessee Department of Health Voting Mr. Damon Byrd Aintree Capital Voting Mr. Paul Clements Ensworth School Voting Mr. Mark Conger Fifth Third Bank Voting Mr. James Hastings Hastings Architecture Voting Ms. Marjorie Feltus Hawkins Feltus/Hawkins Design Voting Ms. Janice LaGasse Community Volunteer Voting Mrs. Anne Livingston Bank of Nashville Voting Mr. David Mahanes Bank of Nashville Voting Mr. Shawn McSpadden Red Light Management Voting Ms. Theresa Menefee Community Volunteer Voting Ms. Cynthia Ortale Community Volunteer Voting Mrs. Deborah Pitts Community Volunteer Voting Mr. John Rochford Rochford Realty & Construction Voting Ms. Karen Doochin Shaffer American Paper & Twine Voting Mrs. Mary Jo Shankle Community Volunteer Voting Mr. Jeff Steele Self Employed Voting Ms. Christina White Vanderbilt University Voting Mr. Frank Wilk Jr. Retired Voting Mr. Ridley Wills III The Wills Company Voting Mr. Tim Wilson Parking Management Company Voting Board Demographics - Ethnicity African American/Black 2 Asian American/Pacific Islander 0 Caucasian 20 Hispanic/Latino 0 Native American/American Indian 0 Other 0 6

7 Board Demographics - Gender Male 12 Female 10 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 90% Written Board Selection Criteria? Written Conflict of Interest Policy? No Yes Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 6% Constituency Includes Client Representation Yes Number of Full Board Meetings Annually 5 Standing Committees Building Collections Executive Finance Human Resources / Personnel Membership Nominating Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Risk Management Provisions Accident & Injury Coverage Automobile Insurance Automobile Insurance & Umbrella or Excess Insurance Boiler & Machinery Commercial General Insurance Commercial General Liability Computer Equipment & Software Corporal Punishment Liability Crime Coverage Directors & Officers Policy Disability Insurance Employee Benefits Liability Employment Practices Liability 7

8 Exhibit Liability General Property Coverage Life Insurance Medical Health Insurance Professional Liability Property in Transit & Off Premises Special Event Liability Umbrella or Excess Insurance Workers Compensation & Employers' Liability Flood 8

9 Management Executive Director/CEO Executive Director Term Start Mar Mr. Alton Wade Kelley Experience For 15 years, Mr. Kelley served as the Executive Director of the Middle Tennessee Convention and Visitors Bureau based in Columbia, Tennessee. He has served as a board member of the South East Tourism Society, the Tennessee Civil War National Heritage Area, the Association for the Preservation of Civil War Sites and numerous other industry related boards. Mr. Kelley also possesses experience in the hotel industry and held previous management positions with Opryland Hotel and the Hermitage Hotel. Mr. Kelley is a graduate of the University of Mississippi with a double major in marketing and management. Staff Full Time Staff 24 Part Time Staff 9 Volunteers 5 Contractors 2 Retention Rate 97% Plans & Policies Does the organization have a documented Fundraising Plan? Under Development Does the organization have an approved Strategic Plan? Under Development Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? Jan 0 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 Does the organization have a Whistle Blower Policy? No Does the organization have a Document Destruction Policy? Yes Senior Staff 9

10 Ms. Charlynne Hart CFO Ms. Jenny Lamb Director of Education & Interpretation Mr. John Lamb Curator Ms. Linda Mohon Events & Weddings Sales Manager Mr. Mark James Group Tours Manager Mr. Tye Smith Property Manager Ms. Joanne Floyd Museum Shop Manager Foundation Comments This organization is the Nashville chapter of the Association for the Preservation of Tennessee Antiquities, and falls under their Charitable Solicitations registration. 10

11 Financials Fiscal Year Fiscal Year Start July Fiscal Year End June Projected Revenue $2,119, Projected Expenses $2,112, Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $2,230,426 $1,833,178 $1,667,025 Total Expenses $2,080,451 $1,855,052 $1,732,606 Revenue Sources Foundation and Corporation $6,750 $21,964 $19,883 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $84,249 $92,832 $85,044 Indirect Public Support $0 $0 $0 Earned Revenue $1,936,431 $1,519,041 $1,354,645 Investment Income, Net of Losses $4,253 $51,357 $33,844 Membership Dues $0 $0 $0 Special Events $91,115 $145,588 $170,166 Revenue In-Kind $0 $0 $0 Other $107,628 $2,396 $3,443 11

12 Expense Allocation Program Expense $0 $0 $0 Administration Expense $0 $0 $0 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 0% 0% 0% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Total Assets $2,989,016 $2,804,491 $2,801,979 Current Assets $408,275 $129,903 $149,763 Long-Term Liabilities $145,515 $194,229 $181,751 Current Liabilities $428,303 $345,039 $333,131 Total Net Assets $2,415,198 $2,265,223 $2,287,097 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 5% 7% 6% Top Funding Sources Top Funding Source & Dollar Amount Admissions $1,167,829 Admissions $809,972 Admissions $693,162 Second Highest Funding Source & Dollar Ground Rentals Ground Rentals Ground Rentals Amount $459,330 $386,725 $337,850 Third Highest Funding Source & Dollar Amount Museum Store Revenue $218,558 Museum Store Revenue (net) $177,987 Museum Store Revenue (net) $178,957 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? No State Charitable Solicitations Permit TN Charitable Solicitations Registration Yes - Expires Dec 2015 Registration No 0 GivingMatters.com Financial Comments The Association for the Preservation of Tennessee Antiquities, the umbrella organization which includes Belle Meade Plantation and other properties, files a single 990 on behalf of the entire Association. Financial figures on GivingMatters.com are taken from the individual audit completed for Belle Meade Plantation. Audit completed by 12

13 Puryear, Hamilton, Hausman and Wood. Audit does not break down expenses into Fundraising, Administrative, and Program categories, therefore this breakdown is not available in charts above. Figures have been requested from organization. This organization falls under the Charitable Solicitations registration of the Nashville chapter of the Association for the Preservation of Tennessee Antiquities. Comment provided by Beth Groves 6/2013 Created Copyright 2019 The Community Foundation of Middle Tennessee 13