Nonprofit · EIN 62-0534805
SAM DAVIS MEMORIAL ASSN
Tax-exempt · SMYRNA, TN 37167
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $275,680 | $335,525 | -$59,845 | $1,795,271 | $2,141 | $1,793,130 |
| June 30, 2025 | 990 | $216,549 | $355,165 | -$138,616 | $1,853,451 | $476 | $1,852,975 |
| June 30, 2024 | 990 | $1,351,928 | $214,969 | $1,136,959 | $1,995,616 | $4,025 | $1,991,591 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $183,163
- of which government grants
- $144,660
- Membership dues
- $3,550
- Program service revenue
- $32,845
- Investment income
- $32,226
- Net rental income
- $18,485
- Net income from sales of inventory
- $8,961
- Other revenue
- $27,446
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $50,000
- Other salaries and wages
- $46,222
- Salaries, compensation and benefits (total)
- $103,586
- Professional fundraising fees
- $0
- Accounting fees
- $7,250
- Occupancy
- $159,068
- Depreciation
- $44,276
- Program services (functional)
- $259,706
- Management and general (functional)
- $59,453
- Fundraising (functional)
- $16,366
Balance sheet and other
- Total assets, start of year
- $1,853,451
- Total assets, end of year
- $1,795,271
- Total liabilities, end of year
- $2,141
- Net assets, end of year
- $1,793,130
- Land, buildings and equipment
- $739,148
- Net assets without donor restrictions
- $1,793,130
- Gross receipts
- $280,187
- Employees
- 5
- Volunteers
- 25
- Year formed
- 1930
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY LAMB | EXECUTIVE DIRECTOR Officer | 40 | $50,000 |
| LISA CROWELL | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD GARCIA | DIRECTOR Trustee or director | 1 | $0 |
| MARILLA DODD | DIRECTOR Trustee or director | 3 | $0 |
| MARTIN FROST | TRUSTEE Trustee or director | 1 | $0 |
| BILL HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| PETTUS READ | TRUSTEE Trustee or director | 1 | $0 |
| CAROL DAVIS | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL BRADLEY | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HARNEY | TRUSTEE Trustee or director | 1 | $0 |
| BETH BINKLEY | TRUSTEE Trustee or director | 1 | $0 |
| MARGIE WEATHERFORD | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA VINCION | TRUSTEE PRESIDENT Trustee or director | 1 | $0 |
| SEAN HILL | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE GIBSON | DIRECTOR Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE MURPHREE | PRESIDENT Officer | 3 | $0 |
| JAMES TURNER | FIRST VICE PRESIDENT Officer | 1 | $0 |
| JASON BOSHERS | TREASURER Officer | 1 | $0 |
| LINDA BOSHERS | SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2025: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY LAMB | EXECUTIVE DIRECTOR Officer | 40 | $50,900 |
| STEVE MURPHREE | PRESIDENT Officer | 3 | $0 |
| LISA CROWELL | DIRECTOR Officer | 1 | $0 |
| RICHARD GARCIA | DIRECTOR Officer | 1 | $0 |
| MARILLA DODD | DIRECTOR Officer | 3 | $0 |
| JAMES PATTERSON | DIRECTOR Officer | 1 | $0 |
| JIMMY RICHARDSON | DIRECTOR Officer | 1 | $0 |
| MARTIN FROST | TRUSTEE Officer | 1 | $0 |
| BILL HARRIS | DIRECTOR Officer | 1 | $0 |
| PETTUS READ | TRUSTEE Officer | 1 | $0 |
| CAROL DAVIS | TRUSTEE Officer | 1 | $0 |
| MICHAEL BRADLEY | TRUSTEE Officer | 1 | $0 |
| JOHN HARNEY | TRUSTEE Officer | 1 | $0 |
| BETH BINKLEY | TRUSTEE Officer | 1 | $0 |
| MARGIE WEATHERFORD | TRUSTEE Officer | 1 | $0 |
| BARBARA VINCION | TRUSTEE PRESIDENT Officer | 1 | $0 |
| JANICE KITTRELL | TRUSTEE Officer | 1 | $0 |
| JAMES TURNER | FIRST VICE PRESIDENT Officer | 1 | $0 |
| JASON BOSHERS | TREASURER Officer | 1 | $0 |
| LINDA BOSHERS | SECRETARY Officer | 1 | $0 |
| SEAN HILL | DIRECTOR Officer | 1 | $0 |
| BRUCE GIBSON | DIRECTOR Officer | 1 | $0 |
| MICHELLE BARNETT | DIRECTOR Officer | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY LAMB | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $42,950 |
| MICHAEL BRADLEY | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HARNEY | TRUSTEE Trustee or director | 1 | $0 |
| PETTUS READ | TRUSTEE Trustee or director | 1 | $0 |
| CAROL DAVIS | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA VINCION | TRUSTEE Trustee or director | 1 | $0 |
| JANICE KITTRELL | TRUSTEE Trustee or director | 1 | $0 |
| BETH BINKLEY | TRUSTEE Trustee or director | 1 | $0 |
| MARGIE WEATHERFORD | TRUSTEE Trustee or director | 1 | $0 |
| MARILLA DODD | DIRECTOR Trustee or director | 1 | $0 |
| JAMES PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| LISA CROWELL | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD GARCIA | DIRECTOR Trustee or director | 1 | $0 |
| MARTIN FROST | TRUSTEE Trustee or director | 1 | $0 |
| BILL HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE BARNETT | DIRECTOR Trustee or director | 1 | $0 |
| JIMMY RICHARDSON | DIRECTOR Trustee or director | 1 | $0 |
| JASON BOSHERS | TREASURER Trustee or director, Officer | 1 | $0 |
| LINDA BOSHERS | SECRETARY Trustee or director, Officer | 1 | $0 |
| STEVE MURPHREE | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JAMES TURNER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1399 SAM DAVIS RD, SMYRNA, TN 37167-2744
- In care of
- % STEVE MURPHREE
- Principal officer (990 for 2025)
- JENNY LAMB, 1399 SAM DAVIS ROAD, SMYRNA, TN 37167
- Signed the 990
- STEVE MURPHREE, PRESIDENT
- Phone
- (615) 459-2341
- Website
- WWW.SAMDAVISHOME.ORG
- Return prepared by
- Montgomery CPA PLLC
Mission
SEE SCHEDULE O
Program accomplishments
- EDUCATIONAL TOURS ARE GIVEN AT THE SAM DAVIS HOME AND FARM, WHICH IS RESTORED AND MAINTAINED TO TYPIFY THE AMERICAN RURAL LIFE IN MIDDLE TENNESSEE DURING THE 1860S.Expenses $259,706 · revenue $32,845
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-0534805
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $1,795,271
- Income (IRS master file)
- $280,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $275,680 | $335,525 | $1,795,271 | XML |
| 990 | June 2025 | $216,549 | $355,165 | $1,853,451 | XML |
| 990 | June 2024 | $1,351,928 | $214,969 | $1,995,616 | IRS |
| 990 | June 2023 | $181,412 | $247,291 | $856,803 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-0534805).
Questions about SAM DAVIS MEMORIAL ASSN
- What is the EIN of SAM DAVIS MEMORIAL ASSN?
- The employer identification number (EIN) of SAM DAVIS MEMORIAL ASSN is 62-0534805.
- Is SAM DAVIS MEMORIAL ASSN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to SAM DAVIS MEMORIAL ASSN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAM DAVIS MEMORIAL ASSN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAM DAVIS MEMORIAL ASSN due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM DAVIS MEMORIAL ASSN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SAM DAVIS MEMORIAL ASSN?
- The 990 for the year ended June 30, 2026 names JENNY LAMB.
- Who are the officers and directors of SAM DAVIS MEMORIAL ASSN?
- The 990 for the year ended June 30, 2026 lists 19 people; 1 received compensation from the organization, the highest $50,000 (JENNY LAMB, EXECUTIVE DIRECTOR).
- How much revenue does SAM DAVIS MEMORIAL ASSN have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $275,680, expenses of $335,525 and total assets of $1,795,271 at year end.
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