Civic Intelligence

Maurice Historical Preservation Society

EIN 32-0279576 • 501(c)3 • Lafayette, LA

Profile

The purpose of the Maurice Historical Preservation Society shall be to conduct research, provide education and information concerning the history of the Village of Maurice, to acquire, manage and improve historical sites in the community, and to work in conjunction with other civic organizations to preserve, protect and interpret the history of the community.

106 Hopewell LaneLafayette, LA 70508

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

66th percentile

8.2%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-7.8%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$72,907

Up $5,527 (+8.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$72,907

Up $5,527 (+8.2%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Down

$13,922

Down $1,183 (-7.8%) from 2014

Expenses

Up

$8,395

Up $6,655 (+382%) from 2014

Net Income

Down

$5,527

Down $7,838 (-59%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$80K$60K$40K$20K$0Assets 2014: $67,380Liabilities 2014: $0Net Assets 2014: $67,3802014Assets 2015: $72,907Liabilities 2015: $0Net Assets 2015: $72,9072015

Highlighted filing

2015

Assets$72,907
Liabilities$0
Net Assets$72,907
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$20K$15K$10K$5.0K$0Revenue 2014: $15,105Expenses 2014: $1,740Net Income 2014: $13,3652014Revenue 2015: $13,922Expenses 2015: $8,395Net Income 2015: $5,5272015

Highlighted filing

2015

Revenue$13,922
Expenses$8,395
Net Income$5,527
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,907
Liabilities
$0
Net assets
$72,907
Revenue
$13,922
Expenses
$8,395
Net income
$5,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$13.9$8.40$5.53
2014Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$15.1$1.74$13.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$13,922
Mission and Program Overview

Mission

The purpose of the Maurice Historical Preservation Society shall be to conduct research, provide education and information concerning the history of the Village of Maurice, to acquire, manage and improve historical sites in the community, and to work in conjunction with other civic organizations to preserve, protect and interpret the history of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$38,139$43,333▲ $5,194
Cash and Non-Interest-Bearing Accounts$29,240$29,574▲ $334
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$67,380$72,907▲ $5,527
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$67,380$72,907▲ $5,527
Total Net Assets Fund Balance$67,380$72,907▲ $5,527
Total Liabilities and Net Assets / Fund Balance$67,380$72,907▲ $5,527

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$43,333--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Debra B ChoatePresident
Richard LandryVice President
Janice GaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,922
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$13,922
Change in Net Assets
$5,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$592--$592
Fees for Services Accounting$325--$325
Office Expenses$205--$205
Other Expenses$15--$15
Total Functional Expenses$8,395$0$0$8,395
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Available on request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Maurice Historical Preservation Society
EIN
32-0279576
Phone
3376520166
Address
106 HOPEWELL LANE, LAFAYETTE, LA 70508

Signing Officer

Name
Janice Gary
Title
Treasurer
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Dore and Company
Address
404 PERE MEGRET ST, ABBEVILLE, LA 70510-4634
Preparer
LLOYD F DORE' III
Phone
3378935400
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ReturnHeader/PreparerPersonGrp/PhoneNum03378935400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LLOYD F DORE' III
ReturnHeader/ReturnTs02015-11-12T05:12:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

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