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The Andrew Jackson Historical Foundation Inc

  • Waxhaw, NC
  • Tax-exempt since Sept. 1986
  • EIN: 58-1634161

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / History Museums (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$53.4k (2024)

Expenses
$61.4k (2024)

Total Assets
$641k (2024)

Total Liabilities
$5.97k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,401
Expenses
$61,415
Net Income
-$8,014
Net Assets
$635,237
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,542
72.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $14,859
27.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,642
5.9%
Assets/Debt
Total Assets $641,209
Total Liabilities $5,972
Net Assets $635,237
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Gene Stowe (Director) $0 $0 $0
Terry Settle (Director) $0 $0 $0
Candace Definis Hendricks (Director) $0 $0 $0
Ann Marie Barbery (Director) $0 $0 $0
Meagan Plyler (Director) $0 $0 $0
Kris Morefield (President) $0 $0 $0
Thomas Hall (Treasurer) $0 $0 $0
James Mounce (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 3, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,429
Expenses
$42,931
Net Income
-$8,502
Net Assets
$643,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,727
13.7%
Program Services $4,702
13.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $25,000
72.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $647,951
Total Liabilities $4,700
Net Assets $643,251
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Gene Stowe (Director) $0 $0 $0
Terry Settle (Director) $0 $0 $0
Candace Definis Hendricks (Director) $0 $0 $0
Ann Marie Barbery (Director) $0 $0 $0
Meagan Plyler (Director) $0 $0 $0
Kris Morefield (President) $0 $0 $0
Thomas Hall (Treasurer) $0 $0 $0
James Mounce (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,119
Expenses
$25,994
Net Income
-$12,875
Net Assets
$651,753
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,336
48.3%
Program Services $6,783
51.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $654,389
Total Liabilities $2,636
Net Assets $651,753
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Gene Stowe (Director) $0 $0 $0
Terry Settle (Director) $0 $0 $0
Candace Definis Hendricks (Director) $0 $0 $0
Ann Marie Barbery (Director) $0 $0 $0
Kris Morefield (President) $0 $0 $0
Thomas Hall (Treasurer) $0 $0 $0
James Mounce (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,555
Expenses
$41,924
Net Income
-$21,369
Net Assets
$664,628
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,191
44.7%
Program Services $11,364
55.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $667,264
Total Liabilities $2,636
Net Assets $664,628
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Paul Fitzgerald (Director) $0 $0 $0
James Mounce (Director) $0 $0 $0
Gene Stowe (Director) $0 $0 $0
Kris Morefield (President) $0 $0 $0
Thomas Hall (Treasurer) $0 $0 $0
Tommie Wall (Secretary) $0 $0 $0
Sandra Glenn (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on April 19, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,650
Expenses
$58,444
Net Income
-$16,794
Net Assets
$685,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,212
26.9%
Program Services $29,876
71.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $562
1.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,467
14.5%
Assets/Debt
Total Assets $686,102
Total Liabilities $106
Net Assets $685,996

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,446
Expenses
$60,491
Net Income
-$25,045
Net Assets
$703,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,197
6.2%
Program Services $32,057
90.4%
Investment Income $88
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,104
3.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $9,831
16.3%
Assets/Debt
Total Assets $703,448
Total Liabilities $97
Net Assets $703,351

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,953
Expenses
$294,023
Net Income
-$255,070
Net Assets
$728,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,475
19.2%
Program Services $29,982
77.0%
Investment Income $8
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,488
3.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $11,809
4.0%
Assets/Debt
Total Assets $728,818
Total Liabilities $422
Net Assets $728,396
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Sarah Gambrell (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Paul Fitzgerald (Director) $0 $0 $0
John Jones (Director) $0 $0 $0
James Mounce (Director) $0 $0 $0
Barbara Funderburl (Director) $0 $0 $0
Sandra Glenn (Vice President) $0 $0 $0
Tommie Wall (Secretary) $0 $0 $0
Kris Morefield (Treasurer) $0 $0 $0
Thomas Hall (President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$374,257
Expenses
$150,014
Net Income
$224,243
Net Assets
$983,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $349,637
93.4%
Program Services $22,457
6.0%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,160
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,497
8.3%
Assets/Debt
Total Assets $984,043
Total Liabilities $577
Net Assets $983,466
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Sarah Gambrell (Director) $0 $0 $0
Tommie Wall (Secretary) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Pat Willinger (Director) $0 $0 $0
Suzanne Butler (Director) $0 $0 $0
John Jones (Director) $0 $0 $0
James Mounce (Director) $0 $0 $0
Danny Stegall (Director) $0 $0 $0
Thomas Hall (Director) $0 $0 $0
Sandra Glenn (Vice President) $0 $0 $0
Kris Morefield (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 10, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,283
Expenses
$82,516
Net Income
-$16,233
Net Assets
$784,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,091
59.0%
Program Services $21,440
32.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,052
3.1%
Other Revenue $3,700
5.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,101
15.9%
Assets/Debt
Total Assets $784,769
Total Liabilities $210
Net Assets $784,559
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Sarah Gambrell (Director) $0 $0 $0
Tommie Wall (Secretary) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Pat Willinger (Director) $0 $0 $0
John Jones (Director) $0 $0 $0
James Mounce (Director) $0 $0 $0
Danny Stegall (Director) $0 $0 $0
Sandra Glenn (Vice President) $0 $0 $0
Don Kerr (Director) $0 $0 $0
Suzanne Butler (Director) $0 $0 $0
Kris Morefield (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 20, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,917
Expenses
$85,851
Net Income
$5,066
Net Assets
$800,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,974
75.9%
Program Services $15,495
17.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $650
0.7%
Other Revenue $5,798
6.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,850
16.1%
Assets/Debt
Total Assets $810,050
Total Liabilities $9,258
Net Assets $800,792
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Sarah Gambrell (Director) $0 $0 $0
Tommie Wall (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Pat Willinger (Director) $0 $0 $0
Bob Dussinger (Director) $0 $0 $0
Dr John Jones (Director) $0 $0 $0
Kris Morefield (Director) $0 $0 $0
James Mounce (Director) $0 $0 $0
Danny Stegall (Director) $0 $0 $0
Sandra Glenn (Vice President) $0 $0 $0
Don Kerr (President) $0 $0 $0
Suzanne Butler (Secretary) $0 $0 $0
Brandon Fox (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,418
Expenses
$88,406
Net Income
-$26,988
Net Assets
$795,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,206
59.0%
Program Services $12,126
19.7%
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,356
3.8%
Other Revenue $10,729
17.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,759
14.4%
Assets/Debt
Total Assets $809,678
Total Liabilities $13,952
Net Assets $795,726
Compensation
Key Employees and Officers Compensation Related Other
Gay Diller (Director) $0 $0 $0
Sarah Gambrell (Director) $0 $0 $0
Bill Howie (Director) $0 $0 $0
Parker Mills (Director) $0 $0 $0
Barbara Pratt (Director) $0 $0 $0
Tommie Wall (Director) $0 $0 $0
Mary Alice Wilson (Director) $0 $0 $0
Michael Lanphier (Director) $0 $0 $0
Louis Philippi (Director) $0 $0 $0
Pat Willinger (Director) $0 $0 $0
Gary Summerfield (Director) $0 $0 $0
John Anderson (Director) $0 $0 $0
Suzanne Butler (Director) $0 $0 $0
Brandon Fox (Director) $0 $0 $0
Polly Stroud (Treasurer) $0 $0 $0
Sandra Glenn (Vice President) $0 $0 $0
Don Kerr (President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$48,986
Expenses
$55,761
Net Income
-$6,775
Net Assets
$806,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,804
67.0%
Program Services $7,552
15.4%
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,439
2.9%
Other Revenue $7,190
14.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,843
12.3%
Assets/Debt
Total Assets $826,767
Total Liabilities $19,828
Net Assets $806,939

Document Links

990
Filed on June 18, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,945
Expenses
$58,472
Net Income
$27,473
Net Assets
$826,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,525
76.2%
Program Services $15,293
17.8%
Investment Income $788
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,089
1.3%
Sales of Assets $0
Net Inventory Sales $1,759
2.0%
Other Revenue $1,491
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,213
10.6%
Assets/Debt
Total Assets $846,475
Total Liabilities $19,570
Net Assets $826,905

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,008
Expenses
$75,272
Net Income
-$23,264
Net Assets
$799,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,025
46.2%
Program Services $14,872
28.6%
Investment Income $476
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,097
2.1%
Net Fundraising $10,105
19.4%
Sales of Assets $0
Net Inventory Sales $1,433
2.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $14,842
19.7%
Assets/Debt
Total Assets $824,855
Total Liabilities $25,423
Net Assets $799,432

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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