Nonprofit · EIN 62-6046563
JAMES K POLK MEMORIAL ASSOCIATION
Tax-exempt · COLUMBIA, TN 38402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $361,235 | $399,743 | -$38,508 | $1,703,562 | $858 | $1,702,704 |
| June 30, 2024 | 990 | $405,297 | $359,810 | $45,487 | $1,694,409 | $1,147 | $1,693,262 |
| June 30, 2023 | 990 | $400,233 | $353,060 | $47,173 | $1,651,734 | $3,959 | $1,647,775 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $105,174
- of which government grants
- $40,674
- Membership dues
- $19,500
- Program service revenue
- $0
- Investment income
- $11,554
- Net income from fundraising events
- $118,974
- Net income from sales of inventory
- $17,510
- Other revenue
- $244,507
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $169,943
- Salaries, compensation and benefits (total)
- $183,271
- Professional fundraising fees
- $0
- Accounting fees
- $9,068
- Depreciation
- $43,137
- Program services (functional)
- $336,180
- Management and general (functional)
- $63,563
Balance sheet and other
- Total assets, start of year
- $1,694,409
- Total assets, end of year
- $1,703,562
- Total liabilities, end of year
- $858
- Net assets, end of year
- $1,702,704
- Land, buildings and equipment
- $984,519
- Publicly traded securities
- $634,975
- Net assets without donor restrictions
- $1,702,704
- Gross receipts
- $563,582
- Employees
- 13
- Year formed
- 1924
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM BENEFIELD | RECORDING SE Officer | 1 | $0 |
| JENNIFER FRANKS | PRESIDENT Officer | 1 | $0 |
| KENDALL STIVERS JONES | PAST PRESIDE Officer | 1 | $0 |
| JOANNA MATTHEWS | PARLIAMENTAR Officer | 1 | $0 |
| ASHTON PRINCE | MEMBERSHIP Officer | 1 | $0 |
| JUDGE CHRIS SOCKWELL | VICE PRESIDE Officer | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLY HOLLOWAY | BOARD MEMBER Trustee or director | – | $0 |
| KIM BENEFIELD | RECORDING SE Officer | – | $0 |
| JENNIFER FRANKS | PRESIDENT EL Officer | – | $0 |
| KATIE HUNTER | TREASURER Officer | – | $0 |
| KENDALL STIVERS JONES | PRESIDENT Officer | – | $0 |
| KRISTIN PARKER | PARLIMENTARI Officer | – | $0 |
| JUDGE CHRIS SOCKWELL | VICE PRESIDE Officer | – | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLY HOLLOWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM BENEFIELD | RECORDING SE Officer | 2 | $0 |
| JENNIFER FRANKS | PRESIDENT EL Officer | 2 | $0 |
| KATIE HUNTER | TREASURER Officer | 2 | $0 |
| KENDALL STIVERS JONES | PRESIDENT Officer | 2 | $0 |
| KRISTIN PARKER | PARLIMENTARI Officer | 1 | $0 |
| JUDGE CHRIS SOCKWELL | VICE PRESIDE Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 741, COLUMBIA, TN 38402-0741
- Principal officer (990 for 2024)
- KENDALL STIVERS JONES
- Signed the 990
- KATIE HUNTER, TREASURER
- Phone
- (931) 388-2354
- Return prepared by
- BROWN & MAGUIRE CPAS PLLC
Mission
OPERATION AND PRESERVATION OF JAMES K. POLK ANCESTRAL HOME.
Program accomplishments
- THE ASSOCIATION OPERATES, MAINTAINS, AND PRESERVES THE HOME OF JAMES K. POLK, THE 11TH PRESIDENT OF THE UNITED STATES.Expenses $336,180
- THE ASSOCIATION OPERATES, MAINTAINS, AND PRESERVES THE HOME OF JAMES K. POLK, THE 11TH PRESIDENT OF THE UNITED STATES.
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-6046563
- 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
- 1949
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,703,562
- Income (IRS master file)
- $563,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $361,235 | $399,743 | $1,703,562 | XML |
| 990 | June 2024 | $405,297 | $359,810 | $1,694,409 | XML |
| 990 | June 2023 | $400,233 | $353,060 | $1,651,734 | XML |
| 990 | June 2022 | $183,039 | $254,959 | $1,603,137 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 62-6046563).
Questions about JAMES K POLK MEMORIAL ASSOCIATION
- What is the EIN of JAMES K POLK MEMORIAL ASSOCIATION?
- The employer identification number (EIN) of JAMES K POLK MEMORIAL ASSOCIATION is 62-6046563.
- Is JAMES K POLK MEMORIAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to JAMES K POLK MEMORIAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JAMES K POLK MEMORIAL ASSOCIATION 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 JAMES K POLK MEMORIAL ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES K POLK MEMORIAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JAMES K POLK MEMORIAL ASSOCIATION?
- The 990 for the year ended June 30, 2025 names KENDALL STIVERS JONES.
- Who are the officers and directors of JAMES K POLK MEMORIAL ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does JAMES K POLK MEMORIAL ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $361,235, expenses of $399,743 and total assets of $1,703,562 at year end.
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All nonprofits in COLUMBIA · Tennessee · Arts, culture and humanities