Jackson Heart Foundation FY2024 filing

Tax-deductible

Jackson, MS501(c)(3)Since 2009EducationEIN 27-0723542Revenue $529K in FY2024

On file with the IRSjacksonheart.com/foundationPo Box 5021, 39296-5021 · Jackson, MSTax-exempt since Feb 2010Publicly supported charity — 170(b)(1)(A)(vi)

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The purpose of the Jackson Heart Foundation is to lead the fight against Heart disease in our community through education, prevention, and early detection.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$56K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $129K a year · 24% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$56K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $106K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$529K
+22% vs prior year
Spent
$982K
To programs
92%
Net assets
$559K
By yearFY2021–FY2025
Revenue
$529K
FY2024▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2021$160K
FY2022$483K
FY2023$432K
FY2024$529K
FY2025$1.0M
Expenses
$982K
FY2024▲ +402%
Tap a bar for its year
Expenses by fiscal year
FY2021$194K
FY2022$191K
FY2023$196K
FY2024$982K
FY2025$432K
Net assets
$559K
FY2024▼ -45%
Tap a bar for its year
Net assets by fiscal year
FY2021$482K
FY2022$774K
FY2023$1.0M
FY2024$559K
FY2025$1.2M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $902K Management & general 4% · $38K Fundraising 4% · $42K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $56K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$55,625Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Morgan Geary’s $68K as Executive Director is at the 13th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Morgan Geary$68,333$55,625$42,500$42,500$25,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Jackson Heart Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fights heart disease through community education, prevention, and early detection.

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Provided by the organization

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3 programs · $897K · in their own filed words · FY2023
01

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.

$805Kprogram expense
02

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.

$87Kprogram expense
03

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…

$6Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 7 funders →
Grants paid · 7 grants · $324K · 2020–2024
Mississippi Childrens MuseumMS · FY2024$33,000
Pearl River Vision ProjectFY2024$25,000
Mississippi Childrens MuseumMS · FY2023$33,000
Museum Trail - Multi Purpose Trail for Walking and BikingFY2021$119,468
National Fitness Campaign Keith Haring Fitness Court for City of JacksonFY2020$75,000
Jackson Public School District Division of Child NutritionFY2020$33,790

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$529K
Ln 12
Gifts and grantsLn 1h$466K
Investment incomeLn 3$35K
Other incomeLn 4–11$28K
Money outPt IX
$982K
Ln 25
Programscol B$902K
Managementcol C$38K
Fundraisingcol D$42K
Owns and owesPt X
$559K
net assets · Ln 32
Cash and savingsLn 1–2$559K
Total assetsLn 16$559K
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$466K
Fundraising eventsLn 1c$90K
Investment incomeLn 3$35K
Other incomeLn 4–11$28K
Total revenueLn 12$529K
Assets in detailPt X, end of year
CashLn 1$31K
SavingsLn 2$528K
Cash and savings togetherLn 1–2$559K
Total assetsLn 16$559K
LiabilitiesLn 26$0
Net assetsLn 32$559K
OperationsPt I, VI
EmployeesI 51
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.0M$559K
Total assetsLn 16$1.0M$559K
LiabilitiesLn 26$50$0
Net assetsLn 32$1.0M$559K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$860K$860K
Pay of current officers, directors and key staffLn 5$71K$25K$11K$36K
Accounting feesLn 11c$14K$14K
Advertising and promotionLn 12$23K$17K$6K
Office expensesLn 13$3K$3K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$405$105$200$100
Total functional expensesLn 25$982K$902K$38K$42K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.0M$432K$600K$1.2M 990 PDF
FY2024 Viewing $529K$982K−$452K$559K 990 PDF
FY2023 $432K$196K$237K$1.0M 990 PDF
FY2022 $483K$191K$292K$774K 990 PDF
FY2021 $160K$194K−$34K$482K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $529,251 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $374,869$465,867
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $21,593$35,172
I-11 Other revenuePrior year $35,970$28,212
I-12 Total revenuePrior year $432,432$529,251
I-13 Grants and similar amounts paidPrior year $118,219$859,767
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $49,146$71,452
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $28,222$50,347
I-18 Total expensesPrior year $195,587$981,566
I-19 Revenue less expensesPrior year $236,845−$452,315
Part VI · Governance 12 of 13 board members independent, 3 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $529,251 across 6 lines filed
VIII-1c Fundraising events$90,000
VIII-1f All other contributions, gifts and grants$375,867
VIII-1h Total contributions, gifts and grants$465,867
VIII-3 Investment incomeRelated to mission $35,172$35,172
VIII-8 Net income from fundraising eventsExcluded from tax $28,212$28,212
VIII-12 Total revenueRelated to mission $35,172 · Unrelated business $0 · Excluded from tax $28,212$529,251
Part IX · Statement of functional expenses $981,566 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $859,767$859,767
IX-5 Pay of current officers, directors and key staffPrograms $25,006 · Management $10,718 · Fundraising $35,728$71,452
IX-11c Accounting feesManagement $14,194$14,194
IX-12 Advertising and promotionPrograms $17,215 · Fundraising $5,742$22,957
IX-13 Office expensesManagement $2,645$2,645
IX-23 InsuranceManagement $10,146$10,146
IX-24 Other expenses (24a–d)Programs $105 · Management $200 · Fundraising $100$405
IX-25 Total functional expensesPrograms $902,093 · Management $37,903 · Fundraising $41,570$981,566
Part X · Balance sheet $558,974 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $76,303$31,291
X-2 Savings and temporary cash investmentsStart of year $935,036$527,683
X-16 Total assetsStart of year $1,011,339$558,974
X-26 Total liabilitiesStart of year $50$0
X-27 Net assets without donor restrictionsStart of year $940,129$528,974
X-28 Net assets with donor restrictionsStart of year $71,160$30,000
X-32 Total net assets or fund balancesStart of year $1,011,289$558,974
X-33 Total liabilities and net assetsStart of year $1,011,339$558,974
Part XI · Reconciliation of net assets $558,974 net assets at year end
XI-1 Total revenue$529,251
XI-2 Total expenses$981,566
XI-3 Revenue less expenses−$452,315
XI-4 Net assets at start of year$1,011,289
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$558,974

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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