Civic Intelligence

Historic Natchez Foundation

990 • Fiscal year 2020 • EIN 23-7372767

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 11, 2021

Organization ProfileNATCHEZ.ORG
Post Office 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

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.48x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

1st percentile

-278%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.6%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$7,639,656

Down $540,242 (-6.6%) from 2019

Net Assets

Down

$7,580,822

Down $341,581 (-4.3%) from 2019

Liabilities

Down

$58,834

Down $198,661 (-77%) from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin1st percentile

Revenue

Down

$123,071

Down $707,880 (-85%) from 2019

Expenses

Up

$464,652

Up $5,926 (+1.3%) from 2019

Net Income

Down

-$341,581

Down $713,806 (-192%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$7,639,656
Liabilities$58,834
Net Assets$7,580,822
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$123,071
Expenses$464,652
Net Income-$341,581
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 11, 2021
Return Version
2020v4.1
Gross Receipts
$538,060
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$7,922,403$7,580,822▼ $341,581
Investments in Publicly Traded Securities$4,228,870$4,250,026▲ $21,156
Land, Buildings, and Equipment, Net$2,879,166$2,482,641▼ $396,525
Savings and Temporary Cash Investments$271,233$547,266▲ $276,033
Investments Program Related$276,741$276,741→ $0
Cash and Non-Interest-Bearing Accounts$473,460$68,715▼ $404,745
Inventories for Sale or Use$12,456$12,456→ $0
Accounts Receivable$37,972$1,811▼ $36,161
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,179,898$7,639,656▼ $540,242
Liabilities
Unsecured Notes Loans Payable$250,000$0▼ $250,000
Other Liabilities$0$48,663▲ $48,663
Grants Payable$5,960$5,960→ $0
Accounts Payable and Accrued Expenses$1,535$4,211▲ $2,676
Total Liabilities$257,495$58,834▼ $198,661
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,922,403$7,580,822▼ $341,581
Total Liabilities and Net Assets / Fund Balance$8,179,898$7,639,656▼ $540,242

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,217,178--
Land$255,241--
Equipment$10,222$101,010-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$4,899,658-▲ $785,304$142,536$5,542,426
2019$4,758,966-▲ $532,177$391,485$4,899,658
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
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Stratton H Bull JrPast President
Joseph M Hazlip JrPresident
Patrick R BiglanePresident-elect
Andy SartinDirector
Becky JexDirector
Brittney PattenDirector
Cheryl RinehartDirector
David BramletteDirector
Debbie CoseyDirector
Elise RushingDirector
Larry HolderDirector
Leonardo LangDirector
Neifa HardyDirector
Philip CarbyDirector
Scott AdamsDirector
Scott ChristianDirector
Tony DeangelisDirector
Kate FeltusSecretary
Chuck CaldwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$134,660
Program Service Revenue
$61,651
Investment Income
$-73,198
Other Revenue
$-42
All Other Contributions
$4,672
Change in Net Assets
$-341,581

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$265,347
Other Expenses$199,305
Total Fundraising Expense$33,635
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$199,335$13,390$18,543$231,268
Office Expenses$55,946$3,903$5,203$65,052
Occupancy$41,793$2,916$3,888$48,597
Fees for Service Investment Mgmnt Fees$10,749$32,244-$42,993
Payroll Taxes$15,362$1,072$1,429$17,863
Insurance$14,856$1,036$1,382$17,274
Pension Plan Contributions$13,946$973$1,297$16,216
Depreciation Depletion$4,540$317$422$5,279
Fees for Services Other$4,470$312$416$5,198
Payment Travel Entrtnmnt Publicly Ofcl$2,445$171$227$2,843
Other Expenses$1,074$75$100$1,249
Fees for Services Legal$796$56$74$926
Advertising$665$46$62$773
Travel$593$41$55$689
Total Functional Expenses$372,782$58,235$33,635$464,652
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Loan$48,663
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 35% controlled entity
No
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 general 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
POST OFFICE BOX 1761, NATCHEZ, MS 39121

Signing Officer

Name
Joseph M Hazlip
Title
President
Phone
6014422500
Signed
2021-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph M Hazlip
Formed
1974
Legal Domicile
Ms
Voting Board Members
19
Independent Board Members
19
Employees
7
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 easement 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. The endowment also supports operational expenses.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-327551
IRS990/GainOrLossGrp/SecuritiesAmt0152080
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt027000
IRS990/GrantsPayableGrp/BOYAmt05960
IRS990/GrantsPayableGrp/EOYAmt05960
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt085000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0152080
IRS990/GrossReceiptsAmt0538060
IRS990/GrossSalesOfInventoryAmt0824
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01382
IRS990/InsuranceGrp/ManagementAndGeneralAmt01036
IRS990/InsuranceGrp/ProgramServicesAmt014856
IRS990/InsuranceGrp/TotalAmt017274
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012456
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012456
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0102273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102273
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0276741
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0276741
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04228870
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04250026
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IRS990/LandBldgEquipCostOrOtherBssAmt02583651
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0102988
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/NetAssetsOrFundBalancesBOYAmt07922403
IRS990/NetAssetsOrFundBalancesEOYAmt07580822
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-175471
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-175471
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-1614
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1614
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03888
IRS990/OccupancyGrp/ManagementAndGeneralAmt02916
IRS990/OccupancyGrp/ProgramServicesAmt041793
IRS990/OccupancyGrp/TotalAmt048597
IRS990/OfficeExpensesGrp/FundraisingAmt05203
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03903
IRS990/OfficeExpensesGrp/ProgramServicesAmt055946
IRS990/OfficeExpensesGrp/TotalAmt065052
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSE - NO
IRS990/OtherExpensesGrp/Desc3EXHIBITS & PHOTOGRAPHS
IRS990/OtherExpensesGrp/FundraisingAmt0273
IRS990/OtherExpensesGrp/FundraisingAmt1264
IRS990/OtherExpensesGrp/FundraisingAmt2100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0206
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21279
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt375
IRS990/OtherExpensesGrp/ProgramServicesAmt02949
IRS990/OtherExpensesGrp/ProgramServicesAmt12837
IRS990/OtherExpensesGrp/ProgramServicesAmt2426
IRS990/OtherExpensesGrp/ProgramServicesAmt31074
IRS990/OtherExpensesGrp/TotalAmt03428
IRS990/OtherExpensesGrp/TotalAmt13299
IRS990/OtherExpensesGrp/TotalAmt21705
IRS990/OtherExpensesGrp/TotalAmt31249
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IRS990/OtherLiabilitiesGrp/EOYAmt048663
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC REVENUE
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01572
IRS990/OtherRevenueTotalAmt01572
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018543
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013390
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0199335
IRS990/OtherSalariesAndWagesGrp/TotalAmt0231268
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01429
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01072
IRS990/PayrollTaxesGrp/ProgramServicesAmt015362
IRS990/PayrollTaxesGrp/TotalAmt017863
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt01297
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0973
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013946
IRS990/PensionPlanContributionsGrp/TotalAmt016216
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH M HAZLIP
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0FACILITY INCOME
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL EVENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc2REGISTRATIONS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17737
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21485
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21485
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/ExpenseAmt0157073
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt069723
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.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt043360
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0572097
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0210909
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt0227
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0171
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt02445
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt02843
IRS990/PYOtherExpensesAmt0189564
IRS990/PYOtherRevenueAmt02957
IRS990/PYProgramServiceRevenueAmt044988
IRS990/PYRevenuesLessExpensesAmt0372225
IRS990/PYSalariesCompEmpBnftPaidAmt0269162
IRS990/PYTotalExpensesAmt0458726
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0830951
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-341581
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,639,656
Liabilities
$58,834
Net assets
$7,580,822
Revenue
$123,071
Expenses
$464,652
Net income
-$341,581
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