Civic Intelligence

Gretna Historical Society

EIN 72-0795358 • 501(c)3 • Gretna, LA

Profile

Operate historic museum for the public. Conduct events that are of historic significance for public edification. Carry on programs of historic education. Involvement in and support of local community preservation works.

PO Box 115Gretna, LA 70054-0115

https: www.gretnahistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-4.8%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$478,387

Down $24,248 (-4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$478,387

Down $24,248 (-4.8%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin21st percentile

Revenue

Up

$194,156

Up $14,354 (+8.0%) from 2023

Expenses

Up

$218,404

Up $1,453 (+0.7%) from 2023

Net Income

Up

-$24,248

Up $12,901 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2011: $431,376Liabilities 2011: $0Net Assets 2011: $431,3762011Assets 2012: $434,702Liabilities 2012: $02012Assets 2013: $421,446Liabilities 2013: $02013Assets 2014: $426,383Liabilities 2014: $0Net Assets 2014: $426,3832014Assets 2015: $355,386Liabilities 2015: $235Net Assets 2015: $355,1512015Assets 2016: $411,002Liabilities 2016: $235Net Assets 2016: $410,7672016Assets 2017: $433,258Liabilities 2017: $235Net Assets 2017: $433,0232017Assets 2020: $456,076Liabilities 2020: $0Net Assets 2020: $456,0762020Assets 2021: $624,492Liabilities 2021: $0Net Assets 2021: $624,4922021Assets 2022: $539,884Liabilities 2022: $0Net Assets 2022: $539,8842022Assets 2023: $502,635Liabilities 2023: $0Net Assets 2023: $502,6352023Assets 2024: $478,387Liabilities 2024: $0Net Assets 2024: $478,3872024

Highlighted filing

2024

Assets$478,387
Liabilities$0
Net Assets$478,387
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $80,402Expenses 2011: $65,073Net Income 2011: $15,3292011Revenue 2012: $53,692Expenses 2012: $50,366Net Income 2012: $3,3262012Revenue 2013: $49,827Expenses 2013: $63,083Net Income 2013: -$13,2562013Revenue 2014: $66,834Expenses 2014: $69,052Net Income 2014: -$2,2182014Revenue 2015: $22,388Expenses 2015: $93,620Net Income 2015: -$71,2322015Revenue 2016: $133,359Expenses 2016: $77,743Net Income 2016: $55,6162016Revenue 2017: $112,848Expenses 2017: $95,525Net Income 2017: $17,3232017Revenue 2020: $202,179Expenses 2020: $188,689Net Income 2020: $13,4902020Revenue 2021: $316,753Expenses 2021: $147,586Net Income 2021: $169,1672021Revenue 2022: $229,931Expenses 2022: $240,185Net Income 2022: -$10,2542022Revenue 2023: $179,802Expenses 2023: $216,951Net Income 2023: -$37,1492023Revenue 2024: $194,156Expenses 2024: $218,404Net Income 2024: -$24,2482024

Highlighted filing

2024

Revenue$194,156
Expenses$218,404
Net Income-$24,248
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$478,387
Liabilities
$0
Net assets
$478,387
Revenue
$194,156
Expenses
$218,404
Net income
-$24,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.00$4.78$1.94$2.18$0.24
2023Summary only. Only limited summary data is available for this year.$5.03$0.00$5.03$1.80$2.17$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$2.30$2.40$0.10
2021Summary only. Only limited summary data is available for this year.$6.24$0.00$6.24$3.17$1.48$1.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$2.02$1.89$0.13
2017Summary only. Only limited summary data is available for this year.$4.33$0.00$4.33$1.13$0.96$0.17
2016Summary only. Only limited summary data is available for this year.$4.11$0.00$4.11$1.33$0.78$0.56
2015Summary only. Only limited summary data is available for this year.$3.55$0.00$3.55$0.22$0.94$0.71
2014Summary only. Only limited summary data is available for this year.$4.26$0.00$4.26$0.67$0.69$0.02
2013Summary only. Only limited summary data is available for this year.$4.21$0.00$0.50$0.63$0.13
2012Summary only. Only limited summary data is available for this year.$4.35$0.00$0.54$0.50$0.03
2011Summary only. Only limited summary data is available for this year.$4.31$0.00$4.31$0.80$0.65$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.1
Gross Receipts
$575,257
Mission and Program Overview

Mission

Operate historic museum for public. Conduct events highlighting items of historic significance for public edification. Carry on programs of historic education. Involvement in and support of local community preservation and restoration projects.

Operate historic museum for the public. Conduct events highlighting items of historic significance. Carry on programs on historic education. Involvement in and support of local community preservation and restoration projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,635$478,387▼ $24,248
Savings and Temporary Cash Investments$408,224$327,066▼ $81,158
Cash and Non-Interest-Bearing Accounts$94,411$151,321▲ $56,910
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$502,635$478,387▼ $24,248
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,635$478,387▼ $24,248
Total Liabilities and Net Assets / Fund Balance$502,635$478,387▼ $24,248
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Judy LeBlancDirector of FacilitiesPT$30,120$30,120
Janet ParkerCaretaker AssistantPT$8,014$8,014
Sarah DaigleTreasurerPT$6,000$6,000

Board Members and Trustees

NameTitle
Lisa LaFrancePresident
Ray MarkaseVice President
Cheryl AmackerBoard Member at Large
Monica NaquinBoard Member at Large
Paul ColesBoard Member at Large
Stephanie DieterichArchivist and Historian
Holly LawsonCorresponding Secretary
Val ColesParliamentarian
M Helen WilliamsPublicity and Communcations
Sylvia SchwarzRecording Secretary
Blaine DaigleSergeant At Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$6,786
Program Service Revenue
$19,910
Investment Income
$26,991
Other Revenue
$140,469
All Other Contributions
$491
Change in Net Assets
$-24,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,247
Salaries, Compensation, and Employee Benefits$32,857
Grants and Similar Amounts Paid$8,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$83,068$0$0$83,068
Other Salaries and Wages$29,639$0$0$29,639
Insurance$27,987$0$0$27,987
Other Expenses$19,670$0$0$19,670
Office Expenses$9,750$0$0$9,750
Grants to Domestic Orgs$8,300--$8,300
Fees for Services Accounting$4,418$0$0$4,418
Payroll Taxes$3,218$0$0$3,218
Advertising$1,500$0$0$1,500
Fees for Services Other$1,200$0$0$1,200
Fees for Service Investment Mgmnt Fees$6$0$0$6
Total Functional Expenses$218,404$0$0$218,404
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$472,221
Gaming Direct Expenses$381,101
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Compensation from other sources disclosed
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

Part VI, Line 2

“Sarah Daigle Treasurer and Blaine Daigle Sergeant-At-Arms are husband and wife. Val Coles Parliamentarian and Paul Coles Board Member Hospitality Director are husband and wife.”

Part VI, Line 4

“Amended By-Laws and Articles of Incorporation”

Filing and Contact Details

Filer

Filer Name
Gretna Historical Society
EIN
72-0795358
Phone
5048109402
Address
PO BOX 115, GRETNA, LA 70054-0115

Signing Officer

Name
Sarah
Title
Daigle
Phone
5048109402
Signed
2025-11-13

Organization Details

Principal Officer
Sarah B Daigle
Formed
1969
Legal Domicile
La
Voting Board Members
12
Independent Board Members
12
Employees
20
Volunteers
0
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IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Corresponding Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Archivist and Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt7Sergeant At Arms
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IRS990/MissionDesc0Operate historic museum for the public. Conduct events that are of historic significance for public edification. Carry on programs of historic education. Involvement in and support of local community preservation works.
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