JACKSON HEART FOUNDATION

EIN: 270723542 501(c)(3) Education

JACKSON, MS

Total Revenue
$529,251
Total Expenses
$981,566
Total Assets
$558,974
Net Assets
$558,974
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
MS
Principal Officer
MORGAN GEARY
Phone
6019827850
Tax Period
2023-07-01 to 2024-06-30

JACKSON HEART FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $529K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $982K exceeded revenue, resulting in a 85% operating deficit.

Mission

THE PURPOSE OF THE JACKSON HEART FOUNDATION IS TO LEAD THE FIGHT AGAINST HEART DISEASE IN OUR COMMUNITY THROUGH EDUCATION, PREVENTION, AND EARLY DETECTION.

Program Service Accomplishments

Program 1
Expenses: $86,635

GET HEART SMART OUTREACH PROGRAM WITH THE MS CHILDREN'S MUSEUM - THROUGH JHF'S DIRECT SUPPORT, THE MISSISSIPPI CHILDREN'S MUSEUM (MCM) HAS BEEN ABLE TO SUCCESSFULLY REACH CHILDREN ACROSS THE STATE...

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GET HEART SMART OUTREACH PROGRAM WITH THE MS CHILDREN'S MUSEUM - THROUGH JHF'S DIRECT SUPPORT, THE MISSISSIPPI CHILDREN'S MUSEUM (MCM) HAS BEEN ABLE TO SUCCESSFULLY REACH CHILDREN ACROSS THE STATE WITH A UNIQUE OUTREACH PROGRAM THAT EDUCATES CHILDREN AND TEACHERS ABOUT THE IMPORTANCE OF TAKING CARE OF THEIR HEARTS. THIS OUTREACH PROGRAM WAS DEVELOPED TO EDUCATE CHILDREN REGARDING THREE FACETS OF HEART HEALTH THROUGH AN INNOVATIVE, INTERACTIVE PROGRAM MODEL THAT CAN TRAVEL THROUGHOUT THE STATE. IN THE GET HEART SMART PROGRAM, STUDENTS LEARN ABOUT THE ANATOMY OF THE CIRCULATORY SYSTEM AND ITS PRIMARY FUNCTIONS USING A LARGER-THAN-LIFE HEART AND LUNGS FLOOR MAP. THEY WILL ALSO DISCUSS MAKING HEALTHY CHOICES REGARDING FOOD, SLEEP, AND EXERCISE AS WELL AS THE IMPACT GOOD CITIZENSHIP CAN MAKE ON ONE'S HEALTH.

Program 2
Expenses: $804,767

THE MUSEUM TRAIL IS OUR SIGNATURE PROGRAM FOCUSED ON BUILDING AN EXPANSIVE MULTI-USE TRAI FOR WALKING AND BIKING CONNECTING 1.4 MILES OF PATHWAYS TO MUSEUMS, PARKS, AND NEIGHBORHOODS. THE LAST...

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THE MUSEUM TRAIL IS OUR SIGNATURE PROGRAM FOCUSED ON BUILDING AN EXPANSIVE MULTI-USE TRAI FOR WALKING AND BIKING CONNECTING 1.4 MILES OF PATHWAYS TO MUSEUMS, PARKS, AND NEIGHBORHOODS. THE LAST DECADE, JHF HAS SERVED AS A FIDUCIARY TO RESERVE PRIVATE FUNDS FOR THE PROJECT TO MATCH THE CITY'S PUBLIC FUNDS. THIS MULTI-PURPOSE TRAIL WILL CONNECT THE MISSISSIPPI FARMER'S MARKET AND DOWNTOWN MUSEUMS TO THE MISSISSIPPI CHILDREN'S MUSEUM AND NATURAL SCIENCE MUSEUM AT LEFLEUR'S BLUFF STATE PARK. THE TRAIL'S PHASE 1 GRAND OPENING WAS OCTOBER 10, 2020 AND IS A GREAT ASSET TO THOSE LIVING IN THE JACKSON METRO AREA. FUNDS WERE RAISED TO COMPLETE PHASE 1 OF AN EXPANSIVE MULTI-USE TRAIL FOR WALKING AND BIKING CONNECTING 1.4 MILES OF PATHWAYS TO MUSEUMS, PARKS, AND NEIGHBORHOODS. PHASE 2 OF CONSTRUCTION IS EXPECTED TO BE COMPLETED IN OCTOBER 2023 IN THE LEFLEUR MUSEUM DISTRICT. OUR VISION IS TO CREATE A HEALTHIER JACKSON THAT INCREASES ACCESS TO OUTDOOR EXERCISE, PROMOTES MENTAL HEALTH, AND INCREASES THE QUALITY OF LIFE FOR OUR COMMUNITY.

Program 3
Expenses: $5,867

LEAD SPONSOR FOR THE NFC FITNESS COURT IN THE CITY OF JACKSON TO ENCOURAGE ALL AGES TO IMPROVE HEALTH AND WELLNESS. THIS UNIQUE INITIATIVE IS DESIGNED TO ACTIVATE ICONIC PUBLIC SPACES BY UNITING THE...

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LEAD SPONSOR FOR THE NFC FITNESS COURT IN THE CITY OF JACKSON TO ENCOURAGE ALL AGES TO IMPROVE HEALTH AND WELLNESS. THIS UNIQUE INITIATIVE IS DESIGNED TO ACTIVATE ICONIC PUBLIC SPACES BY UNITING THE INSPIRATION OF WORLD CLASS ART AND LIFE CHANGING BENEFITS OF ACCESS TO HEALTHY INFRASTRUCTURE, AND WILL BE THE FIRST OF ITS KIND IN THE SOUTHERN UNITED STATES. NEWLY OPENED IN SEPTEMBER 2024 AT BELHAVEN HEIGHTS PARK!

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $465,867
Program Service Revenue $0
Investment Income $35,172
Other Revenue $28,212
TOTAL REVENUE $529,251

Expense Breakdown

Grants Paid $859,767
Salaries & Benefits $71,452
Fundraising Expenses $41,570
Program Expenses $902,093
Other Expenses $50,347
TOTAL EXPENSES $981,566

Year-over-Year Comparison

2023 2022 Change
Revenue $529,251 $432,432 +0.2%
Expenses $981,566 $195,587 +4.0%
Net Income $-452,315 $236,845 -2.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
12
Employees
1
Volunteers
20

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
5
$55,625
Total Directors
13
$55,625
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR HARPER STONE CHAIRMAN 0.00
Officer Director
$0 $0 $0
DR CLAY HAYS VICE CHAIRMAN 0.00
Officer Director
$0 $0 $0
WALTER WEEMS TREASURER 0.00
Officer Director
$0 $0 $0
ABBY JAMES SECRETARY 0.00
Officer Director
$0 $0 $0
MORGAN GEARY EXECUTIVE DIRECTOR 20.00
Officer Director
$55,625 $0 $55,625
DOUG HEDERMAN DIRECTOR 0.00
Director
$0 $0 $0
PRYOR LAMPTON DIRECTOR 0.00
Director
$0 $0 $0
BILL LEE DIRECTOR 0.00
Director
$0 $0 $0
PATRICIA MCCLURE DIRECTOR 0.00
Director
$0 $0 $0
CHARLOTTE MCNEEL DIRECTOR 0.00
Director
$0 $0 $0
LEE THIGPEN DIRECTOR 0.00
Director
$0 $0 $0
RAY NEILSON DIRECTOR 0.00
Director
$0 $0 $0
DAVID PHARR DIRECTOR 0.00
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
2025 No data No data No data No data
2024 $529,251 $981,566 $558,974 $-452,315
2023 $432,432 $195,587 $1,011,339 $236,845
2022 $482,961 $190,953 $774,494 $292,008
2021 $160,383 $194,334 $488,320 $-33,951
2020 $384,180 $519,593 $516,387 $-135,413
2019 $147,542 $32,302 $651,799 $115,240
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