Civic Intelligence

West Baton Rouge Historical Association

EIN 23-7004720 • 501(c)3 • Port Allen, LA

Profile

The mission of the wbr historical association, inc. Is to promote an interest in history, especially that of west baton rouge parish, by encouraging research and collection of materials illustrating activities of the parish, and by presenting programs at the wbr museum.

845 N Jefferson AvePort Allen, LA 70767

www.westbatonrougemuseum.com/HOME/WBRHA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,426,358

Up $85,577 (+6.4%) from 2023

Liabilities

Down

$0

Down $100 (-100%) from 2023

Net Assets

Up

$1,426,358

Up $85,677 (+6.4%) from 2023

Revenue

Down

$80,558

Down $14,008 (-15%) from 2023

Expenses

Down

$45,601

Down $18,125 (-28%) from 2023

Net Income

Up

$34,957

Up $4,117 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,332,224Liabilities 2012: $0Net Assets 2012: $1,332,2242012Assets 2013: $1,335,516Liabilities 2013: $0Net Assets 2013: $1,335,5162013Assets 2014: $1,331,492Liabilities 2014: $0Net Assets 2014: $1,331,4922014Assets 2015: $1,328,402Liabilities 2015: $0Net Assets 2015: $1,328,4022015Assets 2016: $1,319,058Liabilities 2016: $0Net Assets 2016: $1,319,0582016Assets 2017: $1,316,854Liabilities 2017: $0Net Assets 2017: $1,316,8542017Assets 2018: $1,287,347Liabilities 2018: $0Net Assets 2018: $1,287,3472018Assets 2019: $1,323,762Liabilities 2019: $0Net Assets 2019: $1,323,7622019Assets 2020: $1,365,347Liabilities 2020: $0Net Assets 2020: $1,365,3472020Assets 2021: $1,365,639Liabilities 2021: $0Net Assets 2021: $1,365,6392021Assets 2022: $1,320,766Liabilities 2022: $0Net Assets 2022: $1,320,7662022Assets 2023: $1,340,781Liabilities 2023: $100Net Assets 2023: $1,340,6812023Assets 2024: $1,426,358Liabilities 2024: $0Net Assets 2024: $1,426,3582024

Highlighted filing

2024

Assets$1,426,358
Liabilities$0
Net Assets$1,426,358

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2012: $63,2922012Revenue 2013: $66,490Expenses 2013: $57,305Net Income 2013: $9,1852013Revenue 2014: $54,675Expenses 2014: $51,397Net Income 2014: $3,2782014Revenue 2015: $48,073Expenses 2015: $46,517Net Income 2015: $1,5562015Revenue 2016: $46,789Expenses 2016: $52,100Net Income 2016: -$5,3112016Revenue 2017: $64,936Expenses 2017: $66,145Net Income 2017: -$1,2092017Revenue 2018: $53,873Expenses 2018: $67,203Net Income 2018: -$13,3302018Revenue 2019: $62,581Expenses 2019: $54,937Net Income 2019: $7,6442019Revenue 2020: $68,498Expenses 2020: $67,934Net Income 2020: $5642020Revenue 2021: $84,842Expenses 2021: $60,742Net Income 2021: $24,1002021Revenue 2022: $45,762Expenses 2022: $44,272Net Income 2022: $1,4902022Revenue 2023: $94,566Expenses 2023: $63,726Net Income 2023: $30,8402023Revenue 2024: $80,558Expenses 2024: $45,601Net Income 2024: $34,9572024

Highlighted filing

2024

Revenue$80,558
Expenses$45,601
Net Income$34,957

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$88,471
Mission and Program Overview

Mission

The mission of the west baton rouge historical association, inc. Is to promote an interest in history, especially that of west baton rouge parish, by encouraging research and collection of materials illustrating past and present activities of the parish, and by presenting programs and exhibitions at the west baton rouge museum.

The mission of the wbr historical association, inc. Is to promote an interest in history, especially that of west baton rouge parish, by encouraging research and collection of materials illustrating activities of the parish, and by presenting programs at the wbr museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,331,870$1,419,436▲ $87,566
Inventories for Sale or Use$3,727$3,727→ $0
Cash and Non-Interest-Bearing Accounts$4,773$2,784▼ $1,989
Total Assets$1,340,781$1,426,358▲ $85,577
Other Assets Total$411$411→ $0
Liabilities
Accounts Payable and Accrued Expenses$100--
Total Liabilities$100$0▼ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,340,681$1,426,358▲ $85,677
Total Net Assets Fund Balance$1,340,681$1,426,358▲ $85,677
Total Liabilities and Net Assets / Fund Balance$1,340,781$1,426,358▲ $85,577
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian FalconPresident
Ashley CocoVice President
Anita CollinsDirector
Beth KleinpeterDirector
Bo BressDirector
Clyde RobertsonDirector
Debbie MartinDirector
Janet SimoneauxDirector
Jesse LeblancDirector
Ken KahaoDirector
Kim CalleganDirector
Kristy HammackDirector
Leedell WoodsDirector
Lennette LasseigneDirector
Mary BennettDirector
Rose RocheDirector
Billy HebertSecretary
Thomas Acosta JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,866
Program Service Revenue
$0
Investment Income
$45,947
Other Revenue
$12,745
All Other Contributions
$10,067
Change in Net Assets
$34,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,601
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$469$12,550-$13,019
Grants to Domestic Orgs$9,000--$9,000
Occupancy$5,975--$5,975
Office Expenses$4,299--$4,299
Insurance$2,450--$2,450
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Accounting-$1,500-$1,500
Other Expenses$52--$52
Total Functional Expenses$31,551$14,050$0$45,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Baton Rouge MuseumPort Allen, LA-To Support the West Baton Rouge Museum$9,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,158
Fundraising Direct Expenses$7,313
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sugar Fest$14,668$14,626-$14,626
Christmas in July$3,532$3,532$878$2,654
Total Events$18,200$18,158$7,313$10,845
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to all directors and officers prior to filing the form.

Form 990, Part VI, Section B, Line 12C

Annually, the board of directors must complete ethics training and sign conflict of interest document. The conflict of interest document asks the board members to declare and describe any conflicts of interest.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
West Baton Rouge Historical Association
EIN
23-7004720
Phone
2253362422
Address
845 N JEFFERSON AVE, PORT ALLEN, LA 70767

Signing Officer

Name
Tom Acosta
Title
Treasurer
Phone
2253362422
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Acosta
Formed
1968
Legal Domicile
La
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
100

Preparer

Firm
Ericksen Krentel Llp
Address
8550 UNITED PLAZA BLVD SUITE 600, BATON ROUGE, LA 70809
Preparer
Amanda Waguespack
Phone
2259241772
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 469. Management and general expenses 12,550. Fundraising expenses 0. Total expenses 13,019.

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IRS990/NetAssetsOrFundBalancesEOYAmt01426358
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010845
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010845
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01900
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01900
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022766
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01340681
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01426358
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt05975
IRS990/OccupancyGrp/TotalAmt05975
IRS990/OfficeExpensesGrp/ProgramServicesAmt04299
IRS990/OfficeExpensesGrp/TotalAmt04299
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0411
IRS990/OtherAssetsTotalGrp/EOYAmt0411
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0NEWSLETTER EXPENSES
IRS990/OtherExpensesGrp/Desc1TEACHER STIPENDS
IRS990/OtherExpensesGrp/Desc2EXHIT & COLLECTION EXPE
IRS990/OtherExpensesGrp/Desc3HOSPITALITY
IRS990/OtherExpensesGrp/ProgramServicesAmt04220
IRS990/OtherExpensesGrp/ProgramServicesAmt12000
IRS990/OtherExpensesGrp/ProgramServicesAmt21086
IRS990/OtherExpensesGrp/ProgramServicesAmt352
IRS990/OtherExpensesGrp/TotalAmt04220
IRS990/OtherExpensesGrp/TotalAmt12000
IRS990/OtherExpensesGrp/TotalAmt21086
IRS990/OtherExpensesGrp/TotalAmt352
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TOM ACOSTA
IRS990/PriorPeriodAdjustmentsAmt027954
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt039770
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt023000
IRS990/PYInvestmentIncomeAmt042735
IRS990/PYOtherExpensesAmt026165
IRS990/PYOtherRevenueAmt012061
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt030840
IRS990/PYSalariesCompEmpBnftPaidAmt014561
IRS990/PYTotalExpensesAmt063726
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094566
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt034957
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01900
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01331870
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01419436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0165895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027116
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0161931
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46250
IRS990ScheduleA/PublicSupportPY170Pct00.48040
IRS990ScheduleA/PublicSupportTotal170Amt0165895
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0165895
IRS990ScheduleA/TotalSupportAmt0358702
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt012355
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06169
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt09002
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0850
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt030876
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt042
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07313
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUGAR FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS IN JULY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06435
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014668
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018158
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010845
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0878
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0878
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LOUISIANA ENDOWMENT FOR THE HUMANITIES: LOUISIANA CULTURE CARE
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE WEST BATON ROUGE MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WEST BATON ROUGE MUSEUM
IRS990ScheduleI/RecipientTable/RecipientEIN0726001481
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0845 N JEFFERSON AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORT ALLEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070767
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO ALL DIRECTORS AND OFFICERS PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, THE BOARD OF DIRECTORS MUST COMPLETE ETHICS TRAINING AND SIGN CONFLICT OF INTEREST DOCUMENT. THE CONFLICT OF INTEREST DOCUMENT ASKS THE BOARD MEMBERS TO DECLARE AND DESCRIBE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT LABOR: PROGRAM SERVICE EXPENSES 469. MANAGEMENT AND GENERAL EXPENSES 12,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01340781
IRS990/TotalAssetsEOYAmt01426358

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