Civic Intelligence

Chickasaw Inkana Foundation

EIN 47-1377524 • 501(c)3 • Tupelo, MS

Profile

To preserve, protect, and interpret the culture and history of the Chickasaw people in the historical Chickasaw homeland.

PO Box 1307Tupelo, MS 38804

www.inkana.org

Siviq Scores

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

Liabilities / Assets

54th percentile

0.25x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.60x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-80%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$44,485,147

Up $4,272,316 (+11%) from 2023

Liabilities

Up

$11,279,134

Up $1,210,748 (+12%) from 2023

Net Assets

Up

$33,206,013

Up $3,061,568 (+10%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin94th percentile

Revenue

Down

$4,332,004

Down $17,738,217 (-80%) from 2023

Expenses

Up

$1,270,436

Up $325,314 (+34%) from 2023

Net Income

Down

$3,061,568

Down $18,063,531 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$60M$40M$20M$0Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $56,505Liabilities 2015: $0Net Assets 2015: $56,5052015Assets 2016: $1,403,506Liabilities 2016: $11,506Net Assets 2016: $1,392,0002016Assets 2017: $1,353,967Liabilities 2017: $2,233Net Assets 2017: $1,351,7342017Assets 2018: $1,835,163Liabilities 2018: $7,713Net Assets 2018: $1,827,4502018Assets 2019: $2,221,736Liabilities 2019: $1,218Net Assets 2019: $2,220,5182019Assets 2020: $2,580,407Liabilities 2020: $54,999Net Assets 2020: $2,525,4082020Assets 2021: $8,909,718Liabilities 2021: $52,796Net Assets 2021: $8,856,9222021Assets 2022: $14,218,430Liabilities 2022: $5,199,084Net Assets 2022: $9,019,3462022Assets 2023: $40,212,831Liabilities 2023: $10,068,386Net Assets 2023: $30,144,4452023Assets 2024: $44,485,147Liabilities 2024: $11,279,134Net Assets 2024: $33,206,0132024

Highlighted filing

2024

Assets$44,485,147
Liabilities$11,279,134
Net Assets$33,206,013
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $123,434Expenses 2014: $123,434Net Income 2014: $02014Revenue 2015: $324,576Expenses 2015: $268,071Net Income 2015: $56,5052015Revenue 2016: $1,775,842Expenses 2016: $440,347Net Income 2016: $1,335,4952016Revenue 2017: $342,444Expenses 2017: $382,710Net Income 2017: -$40,2662017Revenue 2018: $772,033Expenses 2018: $296,317Net Income 2018: $475,7162018Revenue 2019: $710,568Expenses 2019: $317,500Net Income 2019: $393,0682019Revenue 2020: $954,494Expenses 2020: $649,604Net Income 2020: $304,8902020Revenue 2021: $7,113,209Expenses 2021: $781,695Net Income 2021: $6,331,5142021Revenue 2022: $1,271,393Expenses 2022: $1,108,969Net Income 2022: $162,4242022Revenue 2023: $22,070,221Expenses 2023: $945,122Net Income 2023: $21,125,0992023Revenue 2024: $4,332,004Expenses 2024: $1,270,436Net Income 2024: $3,061,5682024

Highlighted filing

2024

Revenue$4,332,004
Expenses$1,270,436
Net Income$3,061,568
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,485,147
Liabilities
$11,279,134
Net assets
$33,206,013
Revenue
$4,332,004
Expenses
$1,270,436
Net income
$3,061,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.5$11.3$33.2$4.33$1.27$3.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$10.1$30.1$22.1$0.95$21.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$5.20$9.02$1.27$1.11$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.91$0.05$8.86$7.11$0.78$6.33
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.05$2.53$0.95$0.65$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.71$0.32$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.01$1.83$0.77$0.30$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.34$0.38$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.01$1.39$1.78$0.44$1.34
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.32$0.27$0.06
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.12$0.12$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Gross Receipts
$4,332,004
Mission and Program Overview

Mission

To preserve, protect, and interpret the culture and history of the Chickasaw people in the historical Chickasaw homeland.

To preserve, protect and interpret the culture and history of the Chickasaw people in the historic Chickasaw Homeland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$28,170,129$38,509,828▲ $10,339,699
Land, Buildings, and Equipment, Net$1,713,583$5,793,208▲ $4,079,625
Pledges and Grants Receivable$10,187,293$143,896▼ $10,043,397
Intangible Assets$53,611--
Cash and Non-Interest-Bearing Accounts$50,000--
Total Assets$40,212,831$44,485,147▲ $4,272,316
Other Assets Total$38,215$38,215→ $0
Liabilities
Deferred Revenue$10,000,000$8,790,610▼ $1,209,390
Accounts Payable and Accrued Expenses$14,775$2,488,524▲ $2,473,749
Other Liabilities$53,611--
Total Liabilities$10,068,386$11,279,134▲ $1,210,748
Net Assets / Fund Balance
Net Assets With Donor Restrictions$27,381,468$30,087,978▲ $2,706,510
Net Assets Without Donor Restrictions$2,762,977$3,118,035▲ $355,058
Total Net Assets Fund Balance$30,144,445$33,206,013▲ $3,061,568
Total Liabilities and Net Assets / Fund Balance$40,212,831$44,485,147▲ $4,272,316

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,322,807$85,240$4,408,047
Land$1,448,827-$1,448,827
Buildings$21,574$24,924$46,498
Equipment$0$43,800$43,800
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Jamie JoynerChairperson
Chenae LippardVice-Chairperson
Greg PirkleTrustee
Hank HolmesTrustee
Jack Reed JrTrustee
Lance HolidayTrustee
Lisa JohnTrustee
Mika BrownTrustee
Jerry D JonesAssistant Treasurer
Raymond DohertySecretary
Jessica CrawfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,907,490
Program Service Revenue
$0
Investment Income
$1,424,514
Other Revenue
$0
All Other Contributions
$516,003
Change in Net Assets
$3,061,568

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,332,004
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$4,332,004
Total Revenue per Form 990
$4,332,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,270,436
Total Fundraising Expense$141,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$441,189$213,840$141,536$796,565
Conferences and Meetings$136,291--$136,291
Advertising$55,137$55,678-$110,815
Royalties-$99,227-$99,227
Office Expenses$700$39,735-$40,435
Fees for Services Accounting-$34,270-$34,270
Fees for Services Legal-$18,967-$18,967
Depreciation Depletion-$18,159-$18,159
Travel$4,553$7,548-$12,101
Information Technology-$3,469-$3,469
Insurance-$137-$137
Total Functional Expenses$637,870$491,030$141,536$1,270,436

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,270,436
Total Expenses per Audited Statements$1,270,436
Total Expenses per Form 990$1,270,436
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Audit committee
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The Chickasaw Inkana Foundation entered into an agreement with the Chickasaw Nation to manage activities and offices of the foundation.”

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

“The Form 990 is reviewed by the assistant treasurer, executive officer and finance committee before it is submitted.”

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

“Whenever there is a reason to believe that an actual or potential conflict of interest exists between the foundation and an interested party, the board shall determine the appropriate response. Where the conflict of interest involves an employee of management, other than the executive officer, the executive officer shall be responsible for reviewing the matter and taking appropriate action. The executive officer shall report to the chairperson the results of the review and action taken. The chairperson, in consultation with the executive committee, shall determine if any further board review or action is required.”

Form 990, Part VI, Section C, Line 19

“The public can request the documents either by contacting the Chickasaw Inkana Foundation office or by visiting our website.”

Filing and Contact Details

Filer

Filer Name
Chickasaw Inkana Foundation
EIN
47-1377524
Phone
6628424176
Address
PO Box 1307, Tupelo, MS 38804

Signing Officer

Name
Jerry Jones
Title
assistant treasurer
Phone
5803106428
Signed
2025-05-01

Organization Details

Principal Officer
Jamie Joyner
Formed
2014
Legal Domicile
Ms
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part III, Line 4

“The Chickasaw Inkana Foundation owns a prehistoric chipped stone projectile point collection which was collected in Lee County, Mississippi. They were collected in the early to mid-twentieth century by a member of the Adams Family from near Belden, Mississippi. Most of the artifacts dated from the Late Archaic (2000 BC to 500 BC) to the Middle Woodland (200 BC to 500 AD) periods.”

Raw XML AppendixShowing 400 of 503 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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