Civic Intelligence

Louisiana Historical Association

EIN 72-0545987 • 501(c)3 • Baton Rouge, LA

Profile

Sale of indexes and bibliographies

Lsu Box 25435Baton Rouge, LA 70803

www.lahistory.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

53rd percentile

3.2%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$344,323

Up $2,521 (+0.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$344,323

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$77,727

Up $29,598 (+61%) from 2023

Expenses

Up

$75,206

Up $22,832 (+44%) from 2023

Net Income

Up

$2,521

Up $6,766 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2010: $292,087Net Assets 2010: $292,0872010Assets 2011: $307,182Liabilities 2011: $02011Assets 2012: $301,905Net Assets 2012: $301,9052012Assets 2013: $303,737Net Assets 2013: $303,7372013Assets 2014: $318,133Net Assets 2014: $318,1332014Assets 2015: $327,575Net Assets 2015: $327,5752015Assets 2016: $326,725Net Assets 2016: $326,7252016Assets 2017: $314,171Net Assets 2017: $314,1712017Assets 2018: $308,432Net Assets 2018: $308,4322018Assets 2019: $324,138Net Assets 2019: $324,1382019Assets 2020: $330,888Net Assets 2020: $330,8882020Assets 2021: $342,711Liabilities 2021: $02021Assets 2022: $346,047Net Assets 2022: $346,0472022Assets 2023: $341,802Liabilities 2023: $02023Assets 2024: $344,323Net Assets 2024: $344,3232024

Highlighted filing

2024

Assets$344,323
Liabilities-
Net Assets$344,323
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KRevenue 2010: $41,783Expenses 2010: $40,061Net Income 2010: $1,7222010Revenue 2011: $49,292Expenses 2011: $34,197Net Income 2011: $15,0952011Revenue 2012: $43,470Expenses 2012: $48,747Net Income 2012: -$5,2772012Revenue 2013: $39,721Expenses 2013: $37,889Net Income 2013: $1,8322013Revenue 2014: $48,925Expenses 2014: $34,529Net Income 2014: $14,3962014Revenue 2015: $46,476Expenses 2015: $37,034Net Income 2015: $9,4422015Revenue 2016: $43,924Expenses 2016: $44,774Net Income 2016: -$8502016Revenue 2017: $43,789Expenses 2017: $56,343Net Income 2017: -$12,5542017Revenue 2018: $74,272Expenses 2018: $80,011Net Income 2018: -$5,7392018Revenue 2019: $63,716Expenses 2019: $48,010Net Income 2019: $15,7062019Revenue 2020: $38,478Expenses 2020: $31,728Net Income 2020: $6,7502020Revenue 2021: $42,830Expenses 2021: $31,008Net Income 2021: $11,8222021Revenue 2022: $57,243Expenses 2022: $53,907Net Income 2022: $3,3362022Revenue 2023: $48,129Expenses 2023: $52,374Net Income 2023: -$4,2452023Revenue 2024: $77,727Expenses 2024: $75,206Net Income 2024: $2,5212024

Highlighted filing

2024

Revenue$77,727
Expenses$75,206
Net Income$2,521
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$344,323
Liabilities
-
Net assets
$344,323
Revenue
$77,727
Expenses
$75,206
Net income
$2,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$3.44$0.78$0.75$0.03
2023Summary only. Only limited summary data is available for this year.$3.42$0.00$0.48$0.52$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.46$3.46$0.57$0.54$0.03
2021Summary only. Only limited summary data is available for this year.$3.43$0.00$0.43$0.31$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$3.31$0.38$0.32$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$3.24$0.64$0.48$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$3.08$0.74$0.80$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$3.14$0.44$0.56$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.27$3.27$0.44$0.45$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.46$0.37$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.18$3.18$0.49$0.35$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$3.04$0.40$0.38$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$3.02$0.43$0.49$0.05
2011Summary only. Only limited summary data is available for this year.$3.07$0.00$0.49$0.34$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$2.92$0.42$0.40$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Aug 15, 2023
Return Version
2021v4.0
Gross Receipts
$57,243
Mission and Program Overview

Mission

Sale of indexes and bibliographies

Program Services

DescriptionGrantsExpenses
PRODUCTION/PRINTING OF QUARTERLY JOURNAL AND BIBLIOGRAPHICAL INDEX.-$14,251
COMPENSATION OF OFFICERS-$9,500
LITERARY AWARDS WEBSITE DESIGN-$1,900
ANNUAL MEETING--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WILSONSec/TreasPT$4,000-$4,000
MICHAEL MARTINEditorPT$4,000-$4,000
MICHAEL FRAWLEYAssistant EdPT$1,500-$1,500
KAREN LEATHEMVice Preside-$0--
DAN USNERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Louisiana Historical Association
EIN
72-0545987
Phone
2255780459
Address
LSU BOX 25435, BATON ROUGE, LA 70803

Signing Officer

Name
James Wilson
Title
Sec/treas
Phone
2255780459
Signed
2023-08-15

Preparer

Firm
Boudreaux Henderson & Co Llp
Address
PO BOX 12108, NEW IBERIA, LA 70562
Preparer
Fran R Henderson CPA
Phone
3373657900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Annual meeting fees received 8,623 advertising 600 total 9,223”

Form 990-ez, Part I, Line 16

“Expenses annual meeting expense 14,375 storage unit 2,280 postage 944 journals 14,251 literary awards 850 website 5,839 travel program 2,250 total 40,789”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 25,000 25,000 total 25,000 25,000”

Form 990-ez, Part III, Line 31

“Literary awards website design”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03374826027
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0LSU BOX 25435
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070803
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0317711
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0321047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0342711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0346047
IRS990EZ/GainOrLossFromSaleOfAssetsAmt015735
IRS990EZ/GrossReceiptsAmt057243
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018449
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013836
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0342711
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0346047
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0342711
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0346047
IRS990EZ/OccupancyRentUtltsAndMaintAmt01718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN LEATHEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN USNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL FRAWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT ED
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025000
IRS990EZ/OtherExpensesTotalAmt040789
IRS990EZ/OtherRevenueTotalAmt09223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SALE OF INDEXES AND BIBLIOGRAPHIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL MEETING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRODUCTION/PRINTING OF QUARTERLY JOURNAL AND BIBLIOGRAPHICAL INDEX.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMPENSATION OF OFFICERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3LITERARY AWARDS WEBSITE DESIGN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014251
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09500
IRS990EZ/SaleOfAssetsGrossAmt015735
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053907
IRS990EZ/TotalProgramServiceExpensesAmt025651
IRS990EZ/TotalRevenueAmt057243
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAHISTORY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013592
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt071654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013326
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077843
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0213101
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47930
IRS990ScheduleA/PublicSupportPY170Pct00.48530
IRS990ScheduleA/PublicSupportTotal170Amt071654
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013592
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt071654
IRS990ScheduleA/TotalSupportAmt0149497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL MEETING FEES RECEIVED 8,623 ADVERTISING 600 TOTAL 9,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ANNUAL MEETING EXPENSE 14,375 STORAGE UNIT 2,280 POSTAGE 944 JOURNALS 14,251 LITERARY AWARDS 850 WEBSITE 5,839 TRAVEL PROGRAM 2,250 TOTAL 40,789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 25,000 25,000 TOTAL 25,000 25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LITERARY AWARDS WEBSITE DESIGN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02255780459
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISIANA HISTORICAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0720545987
ReturnHeader/Filer/PhoneNum02255780459
ReturnHeader/Filer/USAddress/AddressLine1Txt0LSU BOX 25435
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721485623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOUDREAUX HENDERSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 12108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW IBERIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070562
ReturnHeader/PreparerPersonGrp/PhoneNum03373657900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRAN R HENDERSON CPA
ReturnHeader/ReturnTs02023-09-08T07:40:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

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