The Heritage Foundation of Williamson County TN
Donations deductibleThe Heritage Foundation of Williamson County TN's network
22 people18 organisationsi22 people and 18 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (22). Violet dotted lines (20) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
22 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 21 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Allen Sills Chair | Chair HCC | 2018 | 8 yrs |
| David Garrett Chair | Board Chair | 2018 | 8 yrs |
| John Bond Chair | Chair Dfa | 2022 | 4 yrs |
| Paul Jankowski Chair | Chair Theater | 2024 | 2 yrs |
| Sondra Morris Chair | Chair Franklin Grove | 2020 | 6 yrs |
| Adam Sansiveri | Board Member | 2023 | 3 yrs |
| BO Segers | Board Member | 2023 | 3 yrs |
| Braden Dahl | Board Member | 2022 | 4 yrs |
| Brent Bowman | Board Member | 2024 | 2 yrs |
| David Jackson | Treasurer | 2024 | 2 yrs |
| ED Silva | Board Member | 2023 | 3 yrs |
| Ellen Smith | Company secretary | 2020 | 6 yrs |
| Emily Magid | At Large | 2018 | 8 yrs |
| Hunter Jones | Board Member | 2023 | 3 yrs |
| Jackie Alexander | Board Member | 2020 | 6 yrs |
| Jeff Ledbetter | Board Member | 2020 | 6 yrs |
| Jeffrey Welk | Board Member | 2024 | 2 yrs |
| Mark Sutton | Board Member | 2023 | 3 yrs |
| Megan Alexander | Board Member | 2023 | 3 yrs |
| Tracy Frist | Board Member | 2018 | 8 yrs |
| Tyler Borders | At Large | 2020 | 6 yrs |
| William Scales | Board Member | 2020 | 6 yrs |
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Bari Beasley | President & | since 2018 |
| Cynthia A Stilelow | Employee | 2024 |
| Grant E Martin | Employee | 2023 |
| Leanne Y Portzel | Employee | 2024 |
| Ronald E Dilts | Employee | since 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Bari Beasley | CEO and President | 40 | $284k | ||
| Cynthia A Stilelow | Employee | 40 | $136k | ||
| Ronald E Dilts | Employee | 40 | $107k | ||
| Leanne Y Portzel | Employee | 40 | $100k | ||
| David Garrett | Board Chair | 4 | $0 | ||
| Sondra Morris | Chair Franklin Grove | 4 | $0 | ||
| John Bond | Chair Dfa | 4 | $0 | ||
| Paul Jankowski | Chair Theater | 4 | $0 | ||
| Ellen Smith | Secretary | 2 | $0 | ||
| Emily Magid | At Large | 2 | $0 | ||
| Tyler Borders | At Large | 2 | $0 | ||
| Allen Sills | Chair HCC | 2 | $0 | ||
| Jackie Alexander | Board Member | 1 | $0 | ||
| Braden Dahl | Board Member | 1 | $0 | ||
| Tracy Frist | Board Member | 1 | $0 | ||
| Jeff Ledbetter | Board Member | 1 | $0 | ||
| William Scales | Board Member | 1 | $0 | ||
| Hunter Jones | Board Member | 1 | $0 | ||
| Megan Alexander | Board Member | 1 | $0 | ||
| Adam Sansiveri | Board Member | 1 | $0 | ||
| Bo Segers | Board Member | 1 | $0 | ||
| Ed Silva | Board Member | 1 | $0 | ||
| Mark Sutton | Board Member | 1 | $0 | ||
| Brent Bowman | Board Member | 1 | $0 | ||
| David Jackson | Treasurer | 1 | $0 | ||
| Jeffrey Welk | Board Member | 1 | $0 |
About
- Legal name
- The Heritage Foundation of Williamson County Tn
- EIN
- 237042596
- Address
- 112 Bridge St, Franklin, TN, 37064-2513
- State
- Tennessee
- Mission
- The organization is dedicated to protecting and preserving the communitities and cultural heritage of historic resources in williamson county, tennessee, and works with area leaders to continually care for historic spaces, treasured landmarks, and cherished local businesses. (as filed on the Form 990)
- Activity (NTEE)
- A82Z Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 8 (IRS master file code)
- Formed
- 1970
- Principal officer
- Bari Beasley (as named on the Form 990)
- IRS ruling date
- 1 April 1970
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsAllen Sills
≥8years on the filingsDavid Garrett
≥8years on the filingsEmily Magid
≥8years on the filingsTracy Frist
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $32m
- Total liabilities
- $15.1m
- Net assets or fund balances
- $16.9m
- Contributions and grants received
- $2.2m
- Program service revenue
- $4m
- Employees
- 74
- Volunteers
- 375
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $7.2m | $8.4m | Deficit $1.2m |
As filed on the IRS Form 990. US dollars.