Civic Intelligence

Historic Natchez Foundation

990 • Fiscal year 2017 • EIN 23-7372767

Jan 01, 2017 to Dec 31, 2017 • 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.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

$7,234,546

No earlier filing loaded for comparison.

Net Assets

$7,225,950

No earlier filing loaded for comparison.

Liabilities

$8,596

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin94th percentile

Revenue

$1,108,393

No earlier filing loaded for comparison.

Expenses

$399,506

No earlier filing loaded for comparison.

Net Income

$708,887

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2017

Assets$7,234,546
Liabilities$8,596
Net Assets$7,225,950
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$1,108,393
Expenses$399,506
Net Income$708,887
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 1, 2019
Return Version
2017v2.3
Gross Receipts
$5,209,854
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$6,516,764$7,225,950▲ $709,186
Investments in Publicly Traded Securities$4,581,683$5,208,502▲ $626,819
Land, Buildings, and Equipment, Net$1,208,304$1,281,029▲ $72,725
Savings and Temporary Cash Investments$359,613$412,789▲ $53,176
Investments Program Related$276,741$276,741→ $0
Cash and Non-Interest-Bearing Accounts$73,247$43,410▼ $29,837
Inventories for Sale or Use$12,472$12,075▼ $397
Accounts Receivable$4,704--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,516,764$7,234,546▲ $717,782
Liabilities
Grants Payable-$6,600-
Accounts Payable and Accrued Expenses-$1,996-
Total Liabilities$0$8,596▲ $8,596
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,516,764$7,225,950▲ $709,186
Total Liabilities and Net Assets / Fund Balance$6,516,764$7,234,546▲ $717,782

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$998,271--
Land$255,241--
Equipment$27,517$83,715-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2013$3,006,250-▲ $181,229-$3,158,925
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Charles W Caldwell JrPast President
Glenn GreenPresident
Stratton H Bull JrPresident Elect
Alan WolfMember
Andy SartinMember
Anne S MacneilMember
Beverly AdamsMember
Chameiko MillerMember
Charles JordanMember
Frances MorrisMember
Jennifer O CombsMember
Marcia AdamsMember
Pat WashingtonMember
Patrick R BiglaneMember
Sandra BurkesMember
Valencia HallMember
Helen Moss SmithSecretary
Patrick BurnsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,964
Program Service Revenue
$32,078
Investment Income
$968,793
Other Revenue
$1,558
All Other Contributions
$60,349
Change in Net Assets
$708,887

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 Treasures1$35,000Cost
Total Noncash Contributions1$35,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,536
Other Expenses$160,970
Total Fundraising Expense$27,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$169,081$14,848$19,496$203,425
Fees for Service Investment Mgmnt Fees$15,813$44,837-$60,650
Office Expenses$14,866$1,037$1,383$17,286
Occupancy$15,115$433$513$16,061
Payroll Taxes$13,040$1,148$1,495$15,683
Other Employee Benefits$11,198$983$1,285$13,466
Insurance$11,843$639$852$13,334
Depreciation Depletion$9,112$533$710$10,355
Fees for Services Other$7,499$523$698$8,720
Conferences and Meetings$7,238$33$44$7,315
Pension Plan Contributions$4,958$435$569$5,962
Information Technology$3,716$259$346$4,321
Fees for Services Legal$3,685--$3,685
Other Expenses$1,625$174$282$2,081
All Other Expenses$1,914--$1,914
Payment Travel Entrtnmnt Publicly Ofcl$394--$394
Total Functional Expenses$300,264$71,569$27,673$399,506
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-profits. 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
Glenn Green
Title
President
Phone
6014422500
Signed
2019-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Green
Formed
1974
Legal Domicile
Ms
Voting Board Members
18
Independent Board Members
18
Employees
6
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

Additional Explanations

Amended Return

“Return was amended to correct balance sheet, income, and expense items erroneously reported in the original return.”

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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
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IRS990/FormationYr01974
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0846959
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0500
IRS990/GrantsPayableGrp/EOYAmt06600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04946380
IRS990/GrossReceiptsAmt05209854
IRS990/GrossSalesOfInventoryAmt03265
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0346
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0259
IRS990/InformationTechnologyGrp/ProgramServicesAmt03716
IRS990/InformationTechnologyGrp/TotalAmt04321
IRS990/InsuranceGrp/FundraisingAmt0852
IRS990/InsuranceGrp/ManagementAndGeneralAmt0639
IRS990/InsuranceGrp/ProgramServicesAmt011843
IRS990/InsuranceGrp/TotalAmt013334
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012472
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012075
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0121834
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0121834
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt0276741
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0276741
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04581683
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05208502
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt083715
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01281029
IRS990/LandBldgEquipCostOrOtherBssAmt01364744
IRS990/LegalDomicileStateCd0MS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04099421
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt045115
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/NetAssetsOrFundBalancesBOYAmt06516764
IRS990/NetAssetsOrFundBalancesEOYAmt07225950
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0846959
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0846959
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01225
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01225
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0513
IRS990/OccupancyGrp/ManagementAndGeneralAmt0433
IRS990/OccupancyGrp/ProgramServicesAmt015115
IRS990/OccupancyGrp/TotalAmt016061
IRS990/OfficeExpensesGrp/FundraisingAmt01383
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01037
IRS990/OfficeExpensesGrp/ProgramServicesAmt014866
IRS990/OfficeExpensesGrp/TotalAmt017286
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01285
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0983
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011198
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013466
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSE - NO
IRS990/OtherExpensesGrp/Desc1INVENTORY WRITE-OFFS &
IRS990/OtherExpensesGrp/Desc2EXHIBITS & PHOTOGRAPHS
IRS990/OtherExpensesGrp/Desc3DUES, SUBSCRIPTIONS, BO
IRS990/OtherExpensesGrp/FundraisingAmt0282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05687
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1174
IRS990/OtherExpensesGrp/ProgramServicesAmt02005
IRS990/OtherExpensesGrp/ProgramServicesAmt14704
IRS990/OtherExpensesGrp/ProgramServicesAmt22458
IRS990/OtherExpensesGrp/ProgramServicesAmt31625
IRS990/OtherExpensesGrp/TotalAmt07692
IRS990/OtherExpensesGrp/TotalAmt14704
IRS990/OtherExpensesGrp/TotalAmt22458
IRS990/OtherExpensesGrp/TotalAmt32081
IRS990/OtherRevenueMiscGrp/BusinessCd0561439
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OFFICE COPIER
IRS990/OtherRevenueMiscGrp/Desc1VENDORS COMPENSATION ON TAXES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0328
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0328
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15
IRS990/OtherRevenueTotalAmt0333
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01495
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01148
IRS990/PayrollTaxesGrp/ProgramServicesAmt013040
IRS990/PayrollTaxesGrp/TotalAmt015683
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt0569
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0435
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04958
IRS990/PensionPlanContributionsGrp/TotalAmt05962
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GLENN GREEN
IRS990/PriorPeriodAdjustmentsAmt0299
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TALKS, LECTURES, CONSULTING
IRS990/ProgramServiceRevenueGrp/Desc1FACILITY INCOME
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATIONS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21478
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/ExpenseAmt0150132
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015100
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 RECORDS, 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/ExpenseAmt048042
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01681
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0134074
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt0261870
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt0394
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0394
IRS990/PYOtherExpensesAmt0161956
IRS990/PYOtherRevenueAmt01668
IRS990/PYProgramServiceRevenueAmt013326
IRS990/PYRevenuesLessExpensesAmt031391
IRS990/PYSalariesCompEmpBnftPaidAmt0207591
IRS990/PYTotalExpensesAmt0379547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0410938
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0708887
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt017530
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06516764
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07225950
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0359613
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085608

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,234,546
Liabilities
$8,596
Net assets
$7,225,950
Revenue
$1,108,393
Expenses
$399,506
Net income
$708,887
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