Civic Intelligence

Greater Eastover Neighborhood Foundation

EIN 27-0971037 • 501(c)3 • Jackson, MS

Profile

To benefit the general public as a charitable class by combating urban blight which results from suburban sprawl.

PO Box 12255Jackson, MS 39236-2255

www.eastoverneighborhood.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$76,292

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$197,368

Up $42,485 (+27%) from 2023

Liabilities

Down

$75,083

Down $9,917 (-12%) from 2023

Net Assets

Up

$122,285

Up $52,402 (+75%) from 2023

Revenue

Up

$404,732

Up $96,545 (+31%) from 2023

Expenses

Down

$352,330

Down $3,594 (-1.0%) from 2023

Net Income

Up

$52,402

Up $100,139 (+210%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $102,996Net Assets 2011: $102,9962011Assets 2013: $57,036Liabilities 2013: $0Net Assets 2013: $57,0362013Assets 2015: $66,594Liabilities 2015: $500Net Assets 2015: $66,0942015Assets 2016: $92,708Liabilities 2016: $36,943Net Assets 2016: $55,7652016Assets 2017: $100,708Liabilities 2017: $780Net Assets 2017: $99,9282017Assets 2018: $59,643Liabilities 2018: $7,539Net Assets 2018: $52,1042018Assets 2019: $35,014Liabilities 2019: $5,483Net Assets 2019: $29,5312019Assets 2020: $83,791Liabilities 2020: $599Net Assets 2020: $83,1922020Assets 2021: $91,053Liabilities 2021: $100Net Assets 2021: $90,9532021Assets 2022: $389,663Liabilities 2022: $146,533Net Assets 2022: $243,1302022Assets 2023: $154,883Liabilities 2023: $85,000Net Assets 2023: $69,8832023Assets 2024: $197,368Liabilities 2024: $75,083Net Assets 2024: $122,2852024

Highlighted filing

2024

Assets$197,368
Liabilities$75,083
Net Assets$122,285

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $147,545Expenses 2011: $158,516Net Income 2011: -$10,9712011Revenue 2013: $172,644Expenses 2013: $219,922Net Income 2013: -$47,2782013Revenue 2015: $124,607Expenses 2015: $171,368Net Income 2015: -$46,7612015Revenue 2016: $164,947Expenses 2016: $184,555Net Income 2016: -$19,6082016Revenue 2017: $178,788Expenses 2017: $134,625Net Income 2017: $44,1632017Revenue 2018: $148,351Expenses 2018: $196,175Net Income 2018: -$47,8242018Revenue 2019: $230,264Expenses 2019: $252,837Net Income 2019: -$22,5732019Revenue 2020: $205,672Expenses 2020: $152,011Net Income 2020: $53,6612020Revenue 2021: $259,440Expenses 2021: $251,679Net Income 2021: $7,7612021Revenue 2022: $671,595Expenses 2022: $519,418Net Income 2022: $152,1772022Revenue 2023: $308,187Expenses 2023: $355,924Net Income 2023: -$47,7372023Revenue 2024: $404,732Expenses 2024: $352,330Net Income 2024: $52,4022024

Highlighted filing

2024

Revenue$404,732
Expenses$352,330
Net Income$52,402

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$404,732
Mission and Program Overview

Mission

To benefit the general public as a charitable class by combating urban blight which results from suburban sprawl.

To benefit the general public by combating urban blight which results from suburban sprawl.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$134,735$177,181▲ $42,446
Accounts Receivable$16,403$15,717▼ $686
Prepaid Expenses and Deferred Charges$1,802$2,938▲ $1,136
Land, Buildings, and Equipment, Net$855$444▼ $411
Total Assets$154,883$197,368▲ $42,485
Other Assets Total$1,088$1,088→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$85,000$75,000▼ $10,000
Accounts Payable and Accrued Expenses-$83-
Total Liabilities$85,000$75,083▼ $9,917
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,883$116,667▲ $46,784
Net Assets With Donor Restrictions-$5,618-
Total Net Assets Fund Balance$69,883$122,285▲ $52,402
Total Liabilities and Net Assets / Fund Balance$154,883$197,368▲ $42,485

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$444$1,609$2,053
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dana RobertsonExecutive DirectorPT$76,292$76,292

Board Members and Trustees

NameTitle
Chesley JamesChairman
Patrick LamptonVice Chairman
Christopher MaddoxDirector
John HowieDirector
John PearsonDirector
John PuckettDirector
Julie WyattDirector
Michael BoernerDirector
Thomas StansellDirector
Lori SmithSecretary
Nason WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$404,732
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$404,732
Change in Net Assets
$52,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$276,038
Salaries, Compensation, and Employee Benefits$76,292
Total Fundraising Expense$21,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$53,530$7,467$15,295$76,292
Fees for Services Accounting-$25,200-$25,200
Office Expenses$11,575$1,653$3,308$16,536
Occupancy$9,243$1,319$2,641$13,203
Insurance-$3,864-$3,864
Advertising$2,294--$2,294
Other Expenses$12,003$1,770-$1,770
Conferences and Meetings-$1,237-$1,237
Fees for Services Other$574--$574
Depreciation Depletion$287$40$84$411
Fees for Services Legal-$180-$180
Total Functional Expenses$288,272$42,730$21,328$352,330
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 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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

A draft of form 990 is sent to the financial/executive committee and all board members. Form 990 is reviewed and any questions that arise from the committee or board members are answered and/or cleared prior the filing of the return.

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

The conflict of interest policy is provided to all the board members and key employees annually. It is revised and any necessary disclosures are made annually. Any conflict of interest that arises is resolved by the executive director and/or the board of directors and will be recorded in the official board minutes.

Form 990, Part VI, Section B, Line 15

Compensation is reviewed and determined by the board of directors.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Greater Eastover Neighborhood Foundation
EIN
27-0971037
Phone
6016139000
Address
PO BOX 12255, JACKSON, MS 39236-2255

Signing Officer

Name
Dana Robertson
Title
Executive Director
Phone
6016139000
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Robertson
Formed
2009
Legal Domicile
Ms
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Matthews Cutrer & Lindsay Pa
Address
1020 HIGHLAND COLONY PKWY 500, RIDGELAND, MS 39157
Preparer
Charles R Lindsay CPA
Phone
6018988875
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY OUTREACH:SAFE, HEALTHY, SUCCESSFUL COMMUNITIES ARE ONES IN WHICH NEIGHBORS KNOW EACH OTHER AND LOOK OUT FOR EACH OTHER. THE FOUNDATION BELIEVES IN STRENGTHENING THE COMMUNITY BY PROVIDING OPPORTUNITIES FOR PEOPLE TO CONNECT WITH ONE ANOTHER. TO THAT END, THE FOUNDATION SPONSORED OUR ANNUAL HALLOWEEN BLOCK PARTY WHICH BRINGS HUNDREDS OF NEIGHBORS FROM THE EASTOVER NEIGHBORHOOD AND SURROUNDING NEIGHBORHOODS TOGETHER AND WE ALSO SPONSORED OUR ANNUAL EASTER PARTY AND EGG HUNT. IN ADDITION, THE FOUNDATION HAS AN ONGOING PARTNERSHIP WITH CASEY ELEMENTARY, A LOCAL NEIGHBORHOOD SCHOOL, TO SUPPORT THEIR PROGRAMS AND OTHER NEEDS. THIS YEAR, WE WERE ABLE TO SUPPORT THEIR PROGRAMMING AND PERFORMANCES BY REPLACING THEIR STAGE CURTAINS THAT WERE MANY DECADES OLD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056240
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNICATION: VITAL TO THE SUCCESS OF ANY ORGANIZATION IS THE ABILITY TO COMMUNICATE EFFECTIVELY. IN ADDITION TO THE NUMEROUS PRINT COMMUNICATIONS THAT THE FOUNDATION SENDS OUT TO AREA RESIDENTS, WE ALSO SEND ELECTRONIC NEWS AND UPDATES. THIS YEAR, THE FOUNDATION CONTINUED ITS SUPPORT OF A PUBLICATION DIRECTED AT OUR COMMUNITY THAT COVERS STORIES ON RESIDENTS AND EVENTS IN OUR AREA. WE CONTRIBUTE CONTENT AND PUBLISH A RECOGNITION LIST OF OUR DONORS MONTHLY. THIS COMMUNICATION BRINGS NEIGHBORS TOGETHER AND STRENGTHENS OUR SENSE OF COMMUNITY BY FEATURING STORIES ON THE ACTIVITIES AND ACCOMPLISHMENTS OF RESIDENTS, AMONG OTHER AREAS OF INTEREST TO OUR COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034281
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0305685
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt0292224
IRS990/PYOtherRevenueAmt02500
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-47737
IRS990/PYSalariesCompEmpBnftPaidAmt063700
IRS990/PYTotalExpensesAmt0355924
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0308187
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt052402
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0404532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0308185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0221175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0671323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0259440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01864655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0353
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96720
IRS990ScheduleA/PublicSupportPY170Pct00.96980
IRS990ScheduleA/PublicSupportTotal170Amt01803855
IRS990ScheduleA/SubstantialContributorsTotAmt060800
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0404532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0308185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0221175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0671323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0259440
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01864655
IRS990ScheduleA/TotalSupportAmt01865008
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0444
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01609
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02053
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0444
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS SENT TO THE FINANCIAL/EXECUTIVE COMMITTEE AND ALL BOARD MEMBERS. FORM 990 IS REVIEWED AND ANY QUESTIONS THAT ARISE FROM THE COMMITTEE OR BOARD MEMBERS ARE ANSWERED AND/OR CLEARED PRIOR THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL THE BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY. IT IS REVISED AND ANY NECESSARY DISCLOSURES ARE MADE ANNUALLY. ANY CONFLICT OF INTEREST THAT ARISES IS RESOLVED BY THE EXECUTIVE DIRECTOR AND/OR THE BOARD OF DIRECTORS AND WILL BE RECORDED IN THE OFFICIAL BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MS
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0154883
IRS990/TotalAssetsEOYAmt0197368
IRS990/TotalAssetsGrp/BOYAmt0154883
IRS990/TotalAssetsGrp/EOYAmt0197368
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0404732
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021328
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042730
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0288272
IRS990/TotalFunctionalExpensesGrp/TotalAmt0352330
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt085000
IRS990/TotalLiabilitiesEOYAmt075083
IRS990/TotalLiabilitiesGrp/BOYAmt085000
IRS990/TotalLiabilitiesGrp/EOYAmt075083
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0122285
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0288272
IRS990/TotalReportableCompFromOrgAmt076292
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0404732
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0154883
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197368
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 12255
IRS990/USAddress/CityNm0JACKSON
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd0392362255
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTP://WWW.EASTOVERNEIGHBORHOOD.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06016139000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER EASTOVER NEIGHBORHOOD FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0270971037
ReturnHeader/Filer/PhoneNum06016139000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12255
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0392362255
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640897081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEWS CUTRER & LINDSAY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 HIGHLAND COLONY PKWY 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND

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