Lakeway Civil War Preservation Association

Nonprofit profile at a glance

EIN
300359653
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Morristown, TN, USA
Phone
4235867632
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$81,941
Expenses
$36,999
Assets
$264,247
Liabilities
$1,194

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DAVID NEEDS (PRESIDENT)

People named in this filing

  • MICHAEL LEE BECK (DIRECTOR/TREASURER)
  • ANITA STRANGE (SECRETARY)
  • R JACK FISHMAN (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Education and preservation of historical sites and structures

What it reported doing in 2025

Acquired the property that was general james longstreet's headquarters during the civil war and conduct educational programs about the history of the civil war in the lakeway area.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 100
  • Sustainability: 78
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44%; rating input score 44
  • Program expense ratio: 97.4%; rating input score 97

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 54.8%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 7.14; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 8.7% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: 9.5% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 0.4% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 44% of revenue deployed · 97.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $36K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.