Civic Intelligence

Mcneese State University Alumni Association

990 • Fiscal year 2020 • EIN 72-0578126

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 08, 2021

600 East McNeese StreetLake Charles, LA 70607

(337) 475-5232

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

57th percentile

10%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-15%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$629,601

Up $59,448 (+10%) from 2019

Net Assets

Up

$629,186

Up $59,879 (+11%) from 2019

Liabilities

Down

$415

Down $431 (-51%) from 2019

Revenue

Down

$283,984

Down $50,281 (-15%) from 2019

Expenses

Down

$224,105

Down $78,459 (-26%) from 2019

Net Income

Up

$59,879

Up $28,178 (+89%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $624,013Liabilities 2011: $452Net Assets 2011: $623,5612011Assets 2012: $672,579Liabilities 2012: $101Net Assets 2012: $672,4782012Assets 2013: $713,021Liabilities 2013: $0Net Assets 2013: $713,0212013Assets 2014: $1,303,075Liabilities 2014: $708,420Net Assets 2014: $594,6552014Assets 2015: $524,998Liabilities 2015: $22,079Net Assets 2015: $502,9192015Assets 2016: $559,847Liabilities 2016: $302Net Assets 2016: $559,5452016Assets 2017: $472,659Liabilities 2017: $1,010Net Assets 2017: $471,6492017Assets 2018: $539,612Liabilities 2018: $2,006Net Assets 2018: $537,6062018Assets 2019: $570,153Liabilities 2019: $846Net Assets 2019: $569,3072019Assets 2020: $629,601Liabilities 2020: $415Net Assets 2020: $629,1862020Assets 2021: $650,306Liabilities 2021: $10,135Net Assets 2021: $640,1712021Assets 2022: $465,627Liabilities 2022: $531Net Assets 2022: $465,0962022Assets 2023: $609,462Liabilities 2023: $30,363Net Assets 2023: $579,0992023Assets 2024: $831,859Liabilities 2024: $12,512Net Assets 2024: $819,3472024Assets 2025: $807,319Liabilities 2025: $227Net Assets 2025: $807,0922025

Highlighted filing

2020

Assets$629,601
Liabilities$415
Net Assets$629,186

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $290,917Expenses 2011: $272,487Net Income 2011: $18,4302011Revenue 2012: $278,506Expenses 2012: $229,589Net Income 2012: $48,9172012Revenue 2013: $279,385Expenses 2013: $238,842Net Income 2013: $40,5432013Revenue 2014: $271,760Expenses 2014: $390,126Net Income 2014: -$118,3662014Revenue 2015: $366,097Expenses 2015: $457,833Net Income 2015: -$91,7362015Revenue 2016: $363,238Expenses 2016: $306,612Net Income 2016: $56,6262016Revenue 2017: $321,473Expenses 2017: $409,369Net Income 2017: -$87,8962017Revenue 2018: $307,655Expenses 2018: $241,698Net Income 2018: $65,9572018Revenue 2019: $334,265Expenses 2019: $302,564Net Income 2019: $31,7012019Revenue 2020: $283,984Expenses 2020: $224,105Net Income 2020: $59,8792020Revenue 2021: $207,204Expenses 2021: $196,219Net Income 2021: $10,9852021Revenue 2022: $251,727Expenses 2022: $429,556Net Income 2022: -$177,8292022Revenue 2023: $277,629Expenses 2023: $163,626Net Income 2023: $114,0032023Revenue 2024: $359,991Expenses 2024: $119,743Net Income 2024: $240,2482024Revenue 2025: $212,198Expenses 2025: $224,453Net Income 2025: -$12,2552025

Highlighted filing

2020

Revenue$283,984
Expenses$224,105
Net Income$59,879
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 8, 2021
Return Version
2019v5.1
Gross Receipts
$284,002
Mission and Program Overview

Mission

Support Higher Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$403,669$473,489▲ $69,820
Savings and Temporary Cash Investments$117,842$118,896▲ $1,054
Land, Buildings, and Equipment, Net$16,679$16,620▼ $59
Prepaid Expenses and Deferred Charges$26,585$15,236▼ $11,349
Inventories for Sale or Use$5,378$5,360▼ $18
Total Assets$570,153$629,601▲ $59,448
Liabilities
Accounts Payable and Accrued Expenses$846$415▼ $431
Total Liabilities$846$415▼ $431
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$516,663$564,720▲ $48,057
Net Assets With Donor Restrictions$52,644$64,466▲ $11,822
Total Net Assets Fund Balance$569,307$629,186▲ $59,879
Total Liabilities and Net Assets / Fund Balance$570,153$629,601▲ $59,448

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,546$86,562$100,108
Equipment$2,898$48,566$51,464
Leasehold Improvements$176$1,296$1,472
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brad GuilloryPresident
Brett BordelonVice President
Ashley RuddBoard Member
Barbara BaileyBoard Member
Blake McCaskillBoard Member
Chelsi BarfieldBoard Member
Chris BrownBoard Member
Danny PundtBoard Member
Darren MartelBoard Member
Eric MireBoard Member
Gregory GauthierBoard Member
James David Cain JrBoard Member
Jessica GuilloryBoard Member
Kevin CaldwellBoard Member
Kris CochranBoard Member
Lauren GriffinBoard Member
Lindsay ArdoinBoard Member
Mike WittlerBoard Member
Nick LangleyBoard Member
Rollenda McCownBoard Member
Sara LasherBoard Member
Steven PerezBoard Member
Toby PoussonBoard Member
Joyce PattersonDirector for Alumni Affairs
Matt GrahamSecretary
Jason RashallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$221,090
Program Service Revenue
$61,280
Investment Income
$1,187
Other Revenue
$427
All Other Contributions
$221,090
Change in Net Assets
$59,879

Audited Revenue Reconciliation

Revenue per Audited Statements
$283,984
Revenue Not Reported on Form 990
$228,534
Total Revenue per Audited Statements
$512,518
Total Revenue per Form 990
$283,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,890
Grants and Similar Amounts Paid$105,215
Total Fundraising Expense$16,134
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,215--$105,215
Information Technology-$27,140-$27,140
All Other Expenses-$5,218$16,134$21,352
Other Expenses$14,212$2,641-$14,212
Office Expenses-$10,274-$10,274
Insurance-$5,943-$5,943
Fees for Services Other-$5,712-$5,712
Fees for Services Accounting-$5,575-$5,575
Depreciation Depletion-$2,591-$2,591
Travel-$1,258-$1,258
Conferences and Meetings-$1,092-$1,092
Advertising-$364-$364
Occupancy-$120-$120
Total Functional Expenses$140,043$67,928$16,134$224,105

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$452,639
Expenses Not Reported on Form 990$228,534
Expenses per Audited Statements$224,105
Total Expenses per Form 990$224,105
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
McNeese State University FoundLake Charles, LA501 c 3Assist MSU$75,215
McNeese State University FoundLake Charles, LA501 c 3Scholarships$30,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Members or stockholder classes and rights Part VI line 6

The Organization grants membership rights to donors. Donors elect the board of directors who make Organizational decisions.

Member election for additional members Part VI line 7A

All donors are granted membership rights which allow them to elect the board of directors.

Form 990 governing body review Part VI line 11

The board of directors reviews and approves the Form 990 prior to its filing.

Conflict of interest policy compliance Part VI line 12C

The Association requires every board member to complete a Conflict of Interests Disclosure Form annually.

Governing documents etc available to public Part VI line 19

The Association makes its governing documents and confict of interest policy available to the public upon request. Their financial statements are available to the public on the Louisiana Legislative Auditors website.

Filing and Contact Details

Filer

Filer Name
McNeese State University Alumni Association
EIN
72-0578126
Address
600 East McNeese Street, Lake Charles, LA 70607

Signing Officer

Name
Joyce Patterson
Title
Executive Direc
Phone
3374755232
Signed
2021-02-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Joyce Patterson
Formed
1947
Legal Domicile
La
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
25

Preparer

Firm
Steven M DeRouen & Associates
Address
P O Box 4265, Lake Charles, LA 70606
Preparer
Steven M DeRouen
Phone
3375134915
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Fundraising - $15,964Bank Charges - $3,773Building Fund - $110Car Allowance - $1,620Dues - $1,537Equipment - $1,594Miscellaneous - $589Supplies - $8,272Total - $33,459

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

The Association is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. In addition, the Association has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the code.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Kevin Caldwell
IRS990/Form990PartVIISectionAGrp/PersonNm4Eric Mire
IRS990/Form990PartVIISectionAGrp/PersonNm5Barbara Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm6Matt Graham
IRS990/Form990PartVIISectionAGrp/PersonNm7Steven Perez
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IRS990/Form990PartVIISectionAGrp/PersonNm9Chelsi Barfield
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IRS990/Form990PartVIISectionAGrp/PersonNm25Joyce Patterson
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director for Alumni Affairs
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
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IRS990/GrantAmt0105215
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IRS990/GrossSalesOfInventoryAmt075
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IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support Higher Education
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IRS990/PrincipalOfficerNm0Joyce Patterson
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020153
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt0926
IRS990/PYOtherExpensesAmt0185831
IRS990/PYOtherRevenueAmt03532
IRS990/PYProgramServiceRevenueAmt083218

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.21$0.22$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.01$0.82$0.36$0.12$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.03$0.58$0.28$0.16$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.25$0.43$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.28$0.22$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.33$0.30$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.31$0.24$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.32$0.41$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.36$0.31$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.37$0.46$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.71$0.59$0.27$0.39$0.12
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.28$0.24$0.04
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.28$0.23$0.05
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.29$0.27$0.02