HISTORIC NATCHEZ FOUNDATION (EIN 237372767) - Form 990 Financial Analysis & Trantor Score

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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

1974

Legal Domicile

Principal Officer

ANDY SARTIN

Phone

6014422500

Tax Period

2024-01-01 to 2024-12-31

HISTORIC NATCHEZ FOUNDATION, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $612K in total revenue in fiscal year 2024. Expenses of $566K left a modest 8% surplus.

Mission

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.

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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 $147,012

Program Service Revenue $97,089

Investment Income $365,133

Other Revenue $2,818

TOTAL REVENUE $612,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $299,574

Fundraising Expenses $41,607

Program Expenses $457,327

Other Expenses $266,239

TOTAL EXPENSES $565,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$612,052	$616,777	0.0%
Expenses	$565,813	$585,177	0.0%
Net Income	$46,239	$31,600	+0.5%

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

Volunteers

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANSEN BARROW	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK CALDWELL	TREASURER	3.00	Officer Director	$0	$0	$0
PATRICK R BIGLANE	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
STRATTON BULL	DIRECTOR	2.00	Director	$0	$0	$0
BROOKS HARRINGTON	DIRECTOR	2.00	Director	$0	$0	$0
SAM KIRBY	DIRECTOR	2.00	Director	$0	$0	$0
LEAH DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
SPENCER HOLDER	DIRECTOR	2.00	Director	$0	$0	$0
ROBB GRAY	DIRECTOR	2.00	Director	$0	$0	$0
DORA HAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
ANDY SARTIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
SARAH HUSTON	SECRETARY	3.00	Officer Director	$0	$0	$0
SONNY GWIN	DIRECTOR	2.00	Director	$0	$0	$0
STELLA CARBY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
LYNETTE TANNER	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
FRANCES MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
KATIE WATSON	DIRECTOR	2.00	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
2024	$612,052	$565,813	$6,812,693	$46,239
2023	$616,777	$585,177	$7,560,223	$31,600
2022	$528,181	$496,603	$7,515,289	$31,578
2021	$350,913	$452,048	$7,485,884	$-101,135
2020	$123,071	$464,652	$7,639,656	$-341,581
2019	$830,951	$458,726	$8,179,898	$372,225
2018	$739,322	$416,570	$7,558,275	$322,752
2017	$1,108,393	$399,506	$7,234,546	$708,887

HISTORIC NATCHEZ FOUNDATION