Civic Intelligence

Historic Natchez Foundation

990 • Fiscal year 2018 • EIN 23-7372767

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 01, 2019

Organization ProfileNATCHEZ.ORG
PO Box 1761Natchez, MS 39121

(601) 442-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

60th percentile

4.5%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$7,558,275

Up $323,729 (+4.5%) from 2017

Net Assets

Up

$7,550,178

Up $324,228 (+4.5%) from 2017

Liabilities

Down

$8,097

Down $499 (-5.8%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin89th percentile

Revenue

Down

$739,322

Down $369,071 (-33%) from 2017

Expenses

Up

$416,570

Up $17,064 (+4.3%) from 2017

Net Income

Down

$322,752

Down $386,135 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2017: $7,234,546Liabilities 2017: $8,596Net Assets 2017: $7,225,9502017Assets 2018: $7,558,275Liabilities 2018: $8,097Net Assets 2018: $7,550,1782018Assets 2019: $8,179,898Liabilities 2019: $257,495Net Assets 2019: $7,922,4032019Assets 2020: $7,639,656Liabilities 2020: $58,834Net Assets 2020: $7,580,8222020Assets 2021: $7,485,884Liabilities 2021: $6,197Net Assets 2021: $7,479,6872021Assets 2022: $7,515,289Liabilities 2022: $4,023Net Assets 2022: $7,511,2662022Assets 2023: $7,560,223Liabilities 2023: $16,858Net Assets 2023: $7,543,3652023Assets 2024: $6,812,693Liabilities 2024: $60,135Net Assets 2024: $6,752,5582024

Highlighted filing

2018

Assets$7,558,275
Liabilities$8,097
Net Assets$7,550,178
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $1,108,393Expenses 2017: $399,506Net Income 2017: $708,8872017Revenue 2018: $739,322Expenses 2018: $416,570Net Income 2018: $322,7522018Revenue 2019: $830,951Expenses 2019: $458,726Net Income 2019: $372,2252019Revenue 2020: $123,071Expenses 2020: $464,652Net Income 2020: -$341,5812020Revenue 2021: $350,913Expenses 2021: $452,048Net Income 2021: -$101,1352021Revenue 2022: $528,181Expenses 2022: $496,603Net Income 2022: $31,5782022Revenue 2023: $616,777Expenses 2023: $585,177Net Income 2023: $31,6002023Revenue 2024: $612,052Expenses 2024: $565,813Net Income 2024: $46,2392024

Highlighted filing

2018

Revenue$739,322
Expenses$416,570
Net Income$322,752
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$747,627
Mission and Program Overview

Mission

To foster, encourage, and engage in the preservation, restoration, and development of historic sites, buildings, and personal property, in every way deemed to be feasible, including acquisition of buildings, sites, and other property for preservation and restoration and establishment of a revolving fund for that purpose.

To foster, encourage, and engage in the preservation, restoration, and development of historic or important sites, buildings, and personal property in every way deemed to be feasible, including acquisition of buildings, sites, and other property for preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,225,950$7,550,178▲ $324,228
Investments in Publicly Traded Securities$5,208,502$4,339,108▼ $869,394
Land, Buildings, and Equipment, Net$1,281,029$2,496,995▲ $1,215,966
Savings and Temporary Cash Investments$412,789$383,685▼ $29,104
Investments Program Related$276,741$276,741→ $0
Cash and Non-Interest-Bearing Accounts$43,410$35,964▼ $7,446
Accounts Receivable-$13,326-
Inventories for Sale or Use$12,075$12,456▲ $381
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,234,546$7,558,275▲ $323,729
Liabilities
Grants Payable$6,600$5,960▼ $640
Accounts Payable and Accrued Expenses$1,996$2,137▲ $141
Total Liabilities$8,596$8,097▼ $499
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,225,950$7,550,178▲ $324,228
Total Liabilities and Net Assets / Fund Balance$7,234,546$7,558,275▲ $323,729

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,220,473--
Land$255,241--
Equipment$21,281$89,951-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,977,047$1,352,727▲ $346,650$917,458$4,758,966
2017$3,443,101-▲ $688,344$104,589$3,977,047
2016$3,504,501-▲ $192,629$200,000$3,443,101
2015$3,305,523-▲ $415,226$160,000$3,504,501
2014$3,158,925-▲ $228,907$30,000$3,305,523
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Glenn GreenPast President
Stratton H Bull JrPresident
Joseph M Hazlip JrPresident Elect
Alan WolfDirector
Andy SartinDirector
Anne S MacneilDirector
Beverly AdamsDirector
Chameiko MillerDirector
Frances MorrisDirector
Hyde CarbyDirector
Jennifer O CombsDirector
Lansen C BarrowDirector
Marcia AdamsDirector
Melinda KentDirector
Pat WashingtonDirector
Patrick R BiglaneDirector
Sandra BurkesDirector
Ethel TrulySecretary
Patrick BurnsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Paul Jackson And Son INCConstructionPO BOX 1166, Brookhaven, MS 39602-1166$885,538
Revenue and Support

Revenue Composition

Contributions and Grants
$565,275
Program Service Revenue
$18,568
Investment Income
$156,027
Other Revenue
$-548
All Other Contributions
$229,771
Change in Net Assets
$322,752

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Art Historical Treasures2$303,000Appraisal
Total Noncash Contributions2$303,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$218,008
Other Expenses$172,442
Total Fundraising Expense$27,897
Grants and Similar Amounts Paid$26,120
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$132,418$42,521$19,994$194,933
Fees for Service Investment Mgmnt Fees$12,512$35,612-$48,124
Office Expenses$25,653$2,567$2,335$30,555
Occupancy$27,026$796$1,003$28,825
Grants to Domestic Orgs$26,120--$26,120
Fees for Services Other$17,478$2,755$1,660$21,893
Payroll Taxes$11,257$3,592$337$15,186
Insurance$12,620$770$1,026$14,416
Depreciation Depletion$5,363$374$499$6,236
Conferences and Meetings$5,724$92$123$5,939
Pension Plan Contributions$3,710$1,200$546$5,456
Other Employee Benefits$1,654$535$244$2,433
Travel$1,495-$15$1,510
Other Expenses$1,017$86$115$1,017
Fees for Services Management$500--$500
Total Functional Expenses$294,288$94,385$27,897$416,570
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Hill Mb ChurchNatchez, MS501 (c)(3)Lot Adjacent to Church Land-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Historic natchez foundation is a membership organization with membership open to the public.”

Form 990, Part VI, Section A, Line 7A

“Historic natchez foundation is a membership organization with membership open to the general public.”

Form 990, Part VI, Section B, Line 11B

“The treasurer and cpas on the board review the return. The tax return is then emailed to all members of the board for review and comment prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“The foundation has an employee manual that addresses conflicts of interest that are specific to museums and non-pofits. Board members conscientiously recuse themselves from voting on issues that could be construed as conflicts of interest. Board members and staff complete a conflict of interest form annually.”

Form 990, Part VI, Section C, Line 19

“The foundation's tax return, governing documents, financial statements, and conflict of interest policy are available for review and inspection at the headquarters of the foundation.”

Filing and Contact Details

Filer

Filer Name
Historic Natchez Foundation
EIN
23-7372767
Phone
6014422500
Address
PO BOX 1761, NATCHEZ, MS 39121

Signing Officer

Name
Stratton H Bull Jr
Title
President
Phone
6014422500
Signed
2019-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stratton H Bull Jr
Formed
1974
Legal Domicile
Ms
Voting Board Members
19
Independent Board Members
19
Employees
9
Volunteers
50

Preparer

Firm
Silas Simmons Llp
Address
PO BOX 1027, NATCHEZ, MS 39121-1027
Preparer
Charles W Caldwell Jr CPA
Phone
6014427411
Supplemental Narrative

Financial Statement Notes

PART II, LINE 3:

“The foundation has never received a qualified conservation contribution as a donation. The easements held by the foundation were placed by the foundation on historic properties owned by the foundation before their resale. Since none of the foundation's existing easements were received as contributions, the foundation has never reported the easements that it holds in its revenue or expense statement.”

PART III, LINE 1A:

“The amount represents collections and acquisitions that were valued and listed individually before the foundation became a more collections-focused organization and elected under sfas 116(asc958) not to report works of art, etc., held for public exhibition, education, or research, etc.”

PART III, LINE 4:

“The foundation initially focused most of its attention on buildings, but expanded to personal property in creating a significant archival collection in the 1990s and 2000s and is increasingly becoming more focused on museum and exhibit development.”

PART V, LINE 4:

“Income from the endowment has enabled the foundation to acquire and rehabilitate historic property and assist public and private owners of historic property in researching, restoring, maintaining, and interpreting their historic properties.endowments also support operational expenses.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt034752
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0288000
IRS990/GrantAmt026120
IRS990/GrantsPayableGrp/BOYAmt06600
IRS990/GrantsPayableGrp/EOYAmt05960
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026120
IRS990/GrantsToDomesticOrgsGrp/TotalAmt026120
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034752
IRS990/GrossReceiptsAmt0747627
IRS990/GrossSalesOfInventoryAmt07450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01026
IRS990/InsuranceGrp/ManagementAndGeneralAmt0770
IRS990/InsuranceGrp/ProgramServicesAmt012620
IRS990/InsuranceGrp/TotalAmt014416
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012075
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012456
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0121275
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0121275
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0276741
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0276741
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05208502
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04339108
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt089951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01281029
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02496995
IRS990/LandBldgEquipCostOrOtherBssAmt02586946
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt047504
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER, ENCOURAGE, AND ENGAGE IN THE PRESERVATION, RESTORATION, AND DEVELOPMENT OF HISTORIC SITES, BUILDINGS, AND PERSONAL PROPERTY, IN EVERY WAY DEEMED TO BE FEASIBLE, INCLUDING ACQUISITION OF BUILDINGS, SITES, AND OTHER PROPERTY FOR PRESERVATION AND RESTORATION AND ESTABLISHMENT OF A REVOLVING FUND FOR THAT PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07225950
IRS990/NetAssetsOrFundBalancesEOYAmt07550178
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt034752
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt034752
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-855
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-855
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0170100
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01003
IRS990/OccupancyGrp/ManagementAndGeneralAmt0796
IRS990/OccupancyGrp/ProgramServicesAmt027026
IRS990/OccupancyGrp/TotalAmt028825
IRS990/OfficeExpensesGrp/FundraisingAmt02335
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02567
IRS990/OfficeExpensesGrp/ProgramServicesAmt025653
IRS990/OfficeExpensesGrp/TotalAmt030555
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0244
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01654
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02433
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSE - NO
IRS990/OtherExpensesGrp/Desc2DUES, SUBSCRIPTIONS, BO
IRS990/OtherExpensesGrp/Desc3EXHIBITS & PHOTOGRAPHS
IRS990/OtherExpensesGrp/FundraisingAmt0115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt186
IRS990/OtherExpensesGrp/ProgramServicesAmt05814
IRS990/OtherExpensesGrp/ProgramServicesAmt11225
IRS990/OtherExpensesGrp/ProgramServicesAmt22702
IRS990/OtherExpensesGrp/ProgramServicesAmt31017
IRS990/OtherExpensesGrp/TotalAmt05814
IRS990/OtherExpensesGrp/TotalAmt14710
IRS990/OtherExpensesGrp/TotalAmt22903
IRS990/OtherExpensesGrp/TotalAmt31017
IRS990/OtherRevenueMiscGrp/BusinessCd0561439
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OFFICE COPIER
IRS990/OtherRevenueMiscGrp/Desc1VENDORS COMPENSATION O
IRS990/OtherRevenueMiscGrp/ExclusionAmt0223
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt084
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt184
IRS990/OtherRevenueTotalAmt0307
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019994
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042521
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0132418
IRS990/OtherSalariesAndWagesGrp/TotalAmt0194933
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0337
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03592
IRS990/PayrollTaxesGrp/ProgramServicesAmt011257
IRS990/PayrollTaxesGrp/TotalAmt015186
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt0546
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01200
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03710
IRS990/PensionPlanContributionsGrp/TotalAmt05456
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STRATTON H BULL JR
IRS990/PriorPeriodAdjustmentsAmt01476
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0FACILITY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1REGISTRATIONS AND FEES
IRS990/ProgramServiceRevenueGrp/Desc2TALKS, LECTURES, CONSU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2400
IRS990/ProgSrvcAccomActy2Grp/Desc0PRESERVATION - WORKS TO PRESERVE HISTORIC BUILDINGS, WHICH SOMETIMES INVOLVES ACQUISITION AND RESTORATION. THE FOUNDATION PLACES PRESERVATION EASEMENTS IN PERPETUITY ON ALL HISTORIC PROPERTIES THAT ARE ACQUIRED FOR PRESERVATION PURPOSES BEFORE ANY RESALE OF THE PROPERTY.THE FOUNDATION SOLICITS PRESERVATION AND RESTORATION GRANTS AND OTHER FUNDING AND ADMINISTERS TWO FUNDS DEDICATED TO PRESERVATION AND RESTORATION ACTIVITIES.THE FOUNDATION WORKS WITH THE CITY TO INSURE THAT PUBLIC AND PRIVATE PROJECTS MEET HISTORIC PRESERVATION GUIDELINES.THE FOUNDATION ADVISES ON PROPER PRESERVATION AND RESTORATION METHODOLOGY AND ON THE DESIGN OF NEW BUILDINGS TO MAKE THEM COMPATIBLE WITHIN A HISTORIC CONTEXT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0124665
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt065609
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLECTIONS - HAS A SIGNIFICANT COLLECTION OF IMPORTANT ARCHIVAL MATERIAL, MUSEUM ARTIFACTS, AND PUBLIC RECORDS RELATED TO THE HISTORY OF THE NATCHEZ REGION. THE FOUNDATION'S COLLECTIONS INCLUDE BOOKS, PHOTOGRAPHS, DOCUMENTS, SITE FILES, SUBJECT FILES, PUBLIC RECORD, AND ARTIFACTS. THE ARCHIVES AND PUBLIC RECORDS ARE MADE AVAILABLE ON A DAILY BASIS TO THE PUBLIC UNDER SUPERVISION OF FOUNDATION STAFF. THE FOUNDATION MAINTAINS A RESEARCH LIBRARY WITH BOOKS AND REFERENCE MATERIAL ON NATCHEZ AND REGIONAL HISTORY, MISSISSIPPI HISTORY, HISTORIC PRESERVATION, ARCHITECTURE, DECORATIVE ARTS, FINE ARTS, AND MUSEUM MANAGEMENT. THE ADAMS COUNTY BOARD OF SUPERVISORS HAS ENTRUSTED THE FOUNDATION WITH THE CARE AND MANAGEMENT OF PUBLIC COURTHOUSE RECORDS DATING TO THE 18TH, 19TH, AND 20TH CENTURIES.THE COUNTY BEGAN RELOCATING CIRCUIT COURT RECORDS TO THE FOUNDATION IN 1992, AND THE PROGRAM EXPANDED IN 2008 TO INCLUDE THE CHANCERY COURT RECORDS. THE COUNTY PROVIDES A SMALL AMOUNT OF FUNDING FOR RECORDS MANAGEMENT. THE FOUNDATION HAS SPONSORED THE PROGRAM IN CONJUNCTION WITH UNIVERSITIES AND THE NATIONAL PARK SERVICE TO PRESERVE AND CATALOGUE THESE VALUABLE HISTORIC DOCUMENTS. STAFF MEMBERS CONTINUE TO PROCESS RECORDS TO PRESERVE THEM AND TO BUILD A COMPREHENSIVE COMPUTER DATABASE TO MAKE THEM MORE ACCESSIBLE TO THE PUBLIC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt074284
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt056042
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0105964
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0968793
IRS990/PYOtherExpensesAmt0160970
IRS990/PYOtherRevenueAmt01558
IRS990/PYProgramServiceRevenueAmt032078
IRS990/PYRevenuesLessExpensesAmt0708887
IRS990/PYSalariesCompEmpBnftPaidAmt0238536
IRS990/PYTotalExpensesAmt0399506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01108393
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0322752
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,558,275
Liabilities
$8,097
Net assets
$7,550,178
Revenue
$739,322
Expenses
$416,570
Net income
$322,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.06$6.75$0.61$0.57$0.05
2023Detailed filing. Detailed filing data is available for this year.$7.56$0.02$7.54$0.62$0.59$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.51$0.53$0.50$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.49$0.01$7.48$0.35$0.45$0.10
2020Detailed filing. Detailed filing data is available for this year.$7.64$0.06$7.58$0.12$0.46$0.34
2019Detailed filing. Detailed filing data is available for this year.$8.18$0.26$7.92$0.83$0.46$0.37
2018Detailed filing. Detailed filing data is available for this year.$7.56$0.01$7.55$0.74$0.42$0.32
2017Detailed filing. Detailed filing data is available for this year.$7.23$0.01$7.23$1.11$0.40$0.71