Rose Mont Restoration Foundation Inc

Nonprofit profile at a glance

EIN
621517672
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Gallatin, TN, USA
Phone
6154512331
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$155,759
Expenses
$104,633
Assets
$299,044
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • SHAWNA BLITTLE (PRESIDENT)
  • DON VANATTA (VICE PRESIDENT)

People named in this filing

  • GINGER SMITH (TREASURER)
  • SHAWNA BLITTLE (PRESIDENT)
  • DON VANATTA (VICE PRESIDENT)

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

Operate historic site.

What it reported doing in 2025

Restore and maintain historic rose mont mansion for education and enjoyment of sumner county citizens and visitors.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 82
  • Sustainability: 82
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.2%; rating input score 67
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 32.8%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 2.86; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -2.1% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: 16.9% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 27.6% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 67.2% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $105K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 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.

  • High — Growth: Program expense growth scored 0/100.