2024-11-14T08:11:44-06:00 2023-12-31 201941244 HORNE LLP 661 SUNNYBROOK ROAD STE 100 RIDGELAND MS 39157 990 2023-01-01 582020318 MISSISSIPPI HERITAGE TRUST MISS 6013540200 140 NORTH SHARPE AVENUE CLEVELAND MS 38732 HELLEN RASH EXECUTIVE DIRECTOR 6013540200 2024-11-12 1 0 AMIE WHITTINGTON DEAN CPA P01082167 6013261000 2024-11-12 2023 2024-10-15 13:58:12Z X HELLEN RASH 140 NORTH SHARPE AVENUE CLEVELAND MS 38732 1007087 0 X WWW.MISSISSIPPIHERITAGE.COM X 1991 MS MISSISSIPPI HERITAGE TRUST WORKS TO SAVE AND RENEW PLACES MEANINGFUL TO MISSISSIPPIANS AND THEIR HISTORY. 40 40 1 50 11185 0 555462 714232 22327 11185 227 109175 22764 62717 600780 897309 0 0 0 0 79850 83807 0 0 4415 355108 382688 434958 466495 165822 430814 559427 991256 110433 103469 448994 887787 X MISSISSIPPI HERITAGE TRUST WORKS TO SAVE AND RENEW PLACES MEANINGFUL TO MISSISSIPPIANS AND THEIR HISTORY. 0 0 297446 63300 BOARD AND STAFF DEVELOPMENT HELD EIGHT EXECUTIVE COMMITTEE MEETINGS AND FOUR FULL BOARD MEETINGS. HELD A NEW BOARD MEMBER ORIENTATION.EDUCATIONAL OUTREACH PRINTED AND DISTRIBUTED 5,000 COPIES OF THE FALL 2023 ISSUE OF ELEVATION, THE JOURNAL OF THE MISSISSIPPI HERITAGE TRUST. WORKED WITH THE NATIONAL TRUST FOR HISTORIC PRESERVATION ON ADVOCACY FOR THE FEDERAL HISTORIC TAX CREDIT DURING PRESERVATION ADVOCACY WEEK. SPOKE WITH CIVIC GROUPS ABOUT THE MISSISSIPPI HERITAGE TRUST AND THE IMPORTANCE OF HISTORIC PRESERVATION. SPOKE WITH NUMEROUS STATEWIDE MEDIA OUTLETS ABOUT THE MISSISSIPPI HERITAGE TRUST AND PRESERVATION ISSUES. HOSTED AN ANNUAL HISTORIC PRESERVATION CONFERENCE IN PASCAGOULA. HOSTED THE ANNOUNCEMENT OF THE 10 MOST ENDANGERED HISTORIC PLACES IN MISSISSIPPI IN JACKSON. MEMBERSHIP SENT OUT MEMBERSHIP RENEWAL AND THANK-YOU LETTERS IN DECEMBER. HOSTED AN ANNUAL MEMBERSHIP MEETING.LOCAL PRESERVATION ASSISTANCE WORKED WITH COMMUNITIES ON LOCAL PRESERVATION ISSUES. PREPARED LETTERS OF SUPPORT FOR PRESERVATION ORGANIZATIONS AND PROJECTS ACROSS THE STATE, INCLUDING SUPPORTING LOCAL PRESERVATION EFFORTS, RECOMMENDING PROJECTS FOR GRANTS, ETC. ATTENDED PUBLIC MEETINGS TO ADVOCATE FOR HISTORIC PRESERVATION ISSUES.PRESERVATION PARTNERS WORKED CLOSELY WITH STATE PARTNERS INCLUDING THE MISSISSIPPI DEPARTMENT OF ARCHIVES AND HISTORY AND THE MISSISSIPPI MAIN STREET ASSOCIATION TO PROMOTE HISTORIC PRESERVATION ACROSS THE STATE. 297446 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MS X X MS HELLEN RASH 6013540200 140 NORTH SHARPE AVENUE CLEVELAND MS 38732 AMBER MORTON PRESIDENT 2.00 X 0 0 0 BARRY WHITE TRUSTEE 2.00 X 0 0 0 BILL BOYKIN TRUSTEE 2.00 X 0 0 0 BRIAN RUTLEDGE TRUSTEE 2.00 X 0 0 0 CELIA BARRETT TRUSTEE 2.00 X 0 0 0 CHASE KLUGH TRUSTEE 2.00 X 0 0 0 CHRIS HUNTER TRUSTEE 2.00 X 0 0 0 CINNAMON FOSTER TRUSTEE 2.00 X 0 0 0 COREY HINSHAW TRUSTEE 2.00 X 0 0 0 DAN LEE TRUSTEE 2.00 X 0 0 0 DAPHINE FOSTER TRUSTEE 2.00 X 0 0 0 DARRYL JOHNSON TRUSTEE 2.00 X 0 0 0 ELIZABETH AMES COLEMAN TRUSTEE 2.00 X 0 0 0 ELLEN BOURDEAUX TRUSTEE 2.00 X 0 0 0 GARY BASS TRUSTEE 2.00 X 0 0 0 HARLEY CALDWELL TRUSTEE 2.00 X 0 0 0 HEATHER DENNE PAST PRESIDENT 2.00 X 0 0 0 JASSEN CALLENDER TRUSTEE 2.00 X 0 0 0 KATE KENWRIGHT TRUSTEE 2.00 X 0 0 0 KATIE BLOUNT TRUSTEE 2.00 X 0 0 0 KEN P'POOL TRUSTEE 2.00 X 0 0 0 LUKE SMITH TRUSTEE 2.00 X 0 0 0 MARY ELIZABETH EVANS SECRETARY 2.00 X 0 0 0 MARY SANDERS CAVICCHI TRUSTEE 2.00 X 0 0 0 MILTON CHAMBLISS TRUSTEE 2.00 X 0 0 0 NED MITCHELL TRUSTEE 2.00 X 0 0 0 ODIE AVERY TRUSTEE 2.00 X 0 0 0 PAGE OGDEN TREASURER 2.00 X 0 0 0 PAMELA DUPUY TRUSTEE 2.00 X 0 0 0 PHILIP SHAW TRUSTEE 2.00 X 0 0 0 SABRINA HOWARD TRUSTEE 2.00 X 0 0 0 STEVE NAIL TRUSTEE 2.00 X 0 0 0 THOMAS GREGORY TRUSTEE 2.00 X 0 0 0 TRACY WARD TRUSTEE 2.00 X 0 0 0 WILL JONES VICE PRESIDENT 2.00 X 0 0 0 JACQUELINE BORDEAUX TRUSTEE 2.00 X 0 0 0 GAIL CORNELL TRUSTEE 2.00 X 0 0 0 DARRIN GRIFFIN TRUSTEE 2.00 X 0 0 0 ROBERT IVY TRUSTEE 2.00 X 0 0 0 JACOB STUTZMAN TRUSTEE 2.00 X 0 0 0 HELEN RASH EXECUTIVE DIRECTOR-NONVOTING 40.00 X 69300 0 6387 69300 0 6387 0 0 0 0 0 30500 683732 714232 AD SALES 513190 11185 11185 11185 2030 2030 750 0 750 750 750 973 206172 0 100000 973 106172 107145 107145 8445 30500 9778 -1333 -1333 HISTORICAL CONSULTING 541610 60000 60000 MISCELLANEOUS REVENUE 812900 3300 3300 63300 897309 63300 11185 108592 X 69300 48510 17325 3465 2079 1455 520 104 4807 3365 1202 240 7621 5335 1905 381 4897 4897 314 314 323939 214345 109369 225 9674 9674 4879 4879 267 267 9815 9815 DUES AND SUBSCRIPTIONS 8259 8259 MISCELLANEOUS 8070 21 8049 LOWRY HOUSE EXPENSES 4236 4236 LEWIS HOUSE (OLDFIELDS) 3003 3003 5335 2623 2712 466495 297446 164634 4415 19770 447732 38630 36429 778 2201 538879 541323 559427 991256 104028 95536 6405 7933 110433 103469 X 448994 887787 448994 887787 559427 991256 X 430814 7980 -1 X 0 0 0 X 315548 378656 292065 555462 774132 2315863 9803 37108 21226 11745 79882 325351 378656 329173 576688 785877 2395745 0 41000 25000 130000 117438 439060 752498 41000 25000 130000 117438 439060 752498 1643247 3085 2970 227 6282 3085 2970 227 6282 1682 8465 5455 15602 325351 381741 333825 585380 791332 2417629 0.67970 0.80300 0.00260 0.00340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48499 100 10984 314 59269 38493 10000 226 220 48499 28629 12750 -2886 38493 18996 6548 3085 28629 1.00000 1 0 38630 36429 2201 2201 LEWIS HOUSE (OLDFIELDS) 482054 ENDOWMENT FUNDS - COMMUNITY FOUNDATION OF MS 59269 541323 CURRENT LIABILITIES 7933 7933 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY AN UNRELATED ORGANIZATION, COMMUNITY FOUNDATION OF MISSISSIPPI. THE ENDOWMENT FUNDS WILL BE USED FOR FUTURE MS HERITAGE TRUST PROJECTS. 10 MOST ENDANGERED EVENT 38945 30500 8445 9778 38945 30500 8445 9778 9778 -1333 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN THE WRITTEN CONFLICT OF INTEREST POLICY AND IS TO INFORM THE BOARD ANNUALLY IF ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD VOTES TO APPROVE THE EXECUTIVE DIRECTOR'S PAY AND THIS PAY IS BASED ON COMPARABILITY OF PAY FOR EXECUTIVE DIRECTORS FOR ORGANIZATIONS OF SIMILAR SIZE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 205,588. MANAGEMENT AND GENERAL EXPENSES 88,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 293,697. BONUSES: PROGRAM SERVICE EXPENSES 3,150. MANAGEMENT AND GENERAL EXPENSES 1,125. FUNDRAISING EXPENSES 225. TOTAL EXPENSES 4,500. CONSULTING FOR ELEVATION: PROGRAM SERVICE EXPENSES 1,708. MANAGEMENT AND GENERAL EXPENSES 5,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,831. CONSULTING: PROGRAM SERVICE EXPENSES 3,899. MANAGEMENT AND GENERAL EXPENSES 11,698. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,597. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,314. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,314. FORM 990, PART XI, LINE 9: ROUNDING -1.