PILGRIMAGE HISTORICAL ASSOCIATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

KATIE FREIBERGER

Phone

6014422487

Tax Period

2024-06-01 to 2025-05-31

PILGRIMAGE HISTORICAL ASSOCIATION, founded in 1970, is a micro nonprofit that reported $96K in total revenue in fiscal year 2024. The organization ran a surplus of $34K, a strong 36% operating margin.

Mission

TO ADVANCE THE EDUCATION OF THE PEOPLE OF NATCHEZ AND THE SURROUNDING AREA ON THE HISTORICAL POSITION OF NATCHEZ AND ADAMS COUNTY AND TO OPERATE THE HISTORICAL ASSOCIATION.

Program Service Accomplishments

Program 1

Expenses: $59,438

THE ASSOCIATION USES DONATIONS AND INVESTMENTS TO RAISE MONEY TO EDUCATE CITIZENS OF NATCHEZ AND TOURISTS ABOUT NATCHEZ, MS. IT ALSO USES MONEY TO HELP RESTORE SOME HISTORICAL BUILDINGS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,961

Program Service Revenue $0

Investment Income $13,881

Other Revenue $40,614

TOTAL REVENUE $96,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,438

Other Expenses $62,073

TOTAL EXPENSES $62,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,456	$94,486	+0.0%
Expenses	$62,073	$57,324	+0.1%
Net Income	$34,383	$37,162	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
RUTH C COY	PRESIDENT	Officer Director	$0	$0	$0
KATIE FREIBERGER	SECRETARY/TREASURER	Officer Director	$0	$0	$0
LELA JEANNE NALL	BOARD MEMBER	Director	$0	$0	$0
MARSHA COLSON	BOARD MEMBER	Director	$0	$0	$0
CATHERINE RATCLIFFE	BOARD MEMBER	Director	$0	$0	$0
TERREL WILLIAMS M D	BOARD MEMBER	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$96,456	$62,073	$431,015	$34,383
2024	$94,486	$57,324	$396,633	$37,162
2023	$67,369	$155,241	$359,471	$-87,872
2022	$85,278	$2,155	$447,344	$83,123
2021	$166,001	$267,807	$364,221	$-101,806
2020	$151,832	$3,432	$466,027	$148,400
2019	$91,902	$334,462	$317,627	$-242,560
2018	$69,030	$93,892	$560,187	$-24,862