The Andrew Jackson Hist Foundation… - Form 990 Financial Data

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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

Legal Domicile

Phone

7048431832

Tax Period

2022-07-01 to 2023-06-30

The Andrew Jackson Hist Foundation Inc is a micro nonprofit in the Arts, Culture & Humanities sector that reported $34K in total revenue in fiscal year 2022. Revenue surged 162% from the prior year, signaling strong growth momentum. Expenses of $43K exceeded revenue, resulting in a 25% operating deficit.

Mission

To help build that community by engaging people in our full history, celebrating its successes, acknowledging its failures and seeking reconciliation and inclusion in the present

Program Service Accomplishments

Program 1

Expenses: $42,931

Maintain a museum for the collection of artifacts, Manuscripts, and other resource materials for the history of the Waxhaw region

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,727

Program Service Revenue $4,702

Investment Income $0

Other Revenue $25,000

TOTAL REVENUE $34,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,931

Other Expenses $42,931

TOTAL EXPENSES $42,931

Year-over-Year Comparison

	2022	2021	Change
Revenue	$34,429	$13,119	+1.6%
Expenses	$42,931	$25,994	+0.7%
Net Income	$-8,502	$-12,875	-0.3%

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

2000

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
Gay Diller	Director	1.00	Director	$0	$0	$0
Mary Alice Wilson	Director	1.00	Director	$0	$0	$0
Gene Stowe	Director	1.00	Director	$0	$0	$0
Terry Settle	Director	1.00	Director	$0	$0	$0
Candace Definis Hendricks	Director	1.00	Director	$0	$0	$0
Ann Marie Barbery	Director	1.00	Director	$0	$0	$0
Meagan Plyler	Director	0.00	Director	$0	$0	$0
Kris Morefield	President	2.00	Officer	$0	$0	$0
Thomas Hall	Treasurer	2.00	Officer	$0	$0	$0
James Mounce	Secretary	2.00	Officer	$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	No data	No data	No data	No data
2023	$34,429	$42,931	$647,951	$-8,502
2022	$13,119	$25,994	$654,389	$-12,875
2021	$20,555	$41,924	$667,264	$-21,369
2018	$38,953	$294,023	$728,818	$-255,070

The Andrew Jackson Hist Foundation Inc