HISTORIC NATCHEZ FOUNDATION

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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 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.

Program Service Accomplishments

Program 1

Expenses: $131,214 Revenue: $68,537

EDUCATION - INFORMATION RELATED TO NATCHEZ REGIONAL HISTORY, GENEALOGY, ARCHITECTURE, AND DECORATIVE ARTS IS PROVIDED ON A DAILY BASIS TO LOCAL CITIZENS, GOVERNMENTAL AND OTHER ORGANIZATIONS...

EDUCATION - INFORMATION RELATED TO NATCHEZ REGIONAL HISTORY, GENEALOGY, ARCHITECTURE, AND DECORATIVE ARTS IS PROVIDED ON A DAILY BASIS TO LOCAL CITIZENS, GOVERNMENTAL AND OTHER ORGANIZATIONS, VISITORS, SCHOLARS, WRITERS, GENEALOGISTS, HISTORICAL ASSOCIATIONS, MUSEUMS, FILMMAKERS, AND OTHERS. THE STAFF LECTURES AND CONSULTS ON NATCHEZ HISTORY; HISTORIC PRESERVATON; ARCHITECTURE; ARCHIVAL AND COLLECTIONS MANAGEMENT; DECORATIVE ARTS; LANDSCAPES; AND GARDENS TO LOCAL CITIZENS, LOCAL AND VISITING ORGANIZATIONS, AND TO TOURISTS. DISPLAYS EXHIBITS RELATED TO THE THEMES PREVIOUSLY CITED, AS WELL AS CONTEMPORARY FINE ART BY ARTISTS CURRENTLY OR FORMERLY ASSOCIATED WITH NATCHEZ. THE FOUNDATION ALLOWS OTHER NON-PROFIT AND GOVERNMENTAL ENTITIES TO USE THE FACILITIES AT NO CHARGE FOR MEETINGS AND EDUCATIONAL PROGRAMMING.

Program 2

Expenses: $224,906 Revenue: $115,805

PRESERVATION - 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.

Program 3

Expenses: $101,207 Revenue: $51,994

COLLECTIONS - 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...

COLLECTIONS - 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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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