Civic Intelligence

The Pointe Coupee Historical Society Inc.

990 • Fiscal year 2013 • EIN 72-0817887

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 22, 2014

PO Box 46270760

(225) 638-6575

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$50,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

47th percentile

2.2%

Faster revenue growth than 47% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Down

$2,051,469

Down $36,433 (-1.7%) from 2012

Net Assets

Down

$2,049,580

Down $37,496 (-1.8%) from 2012

Liabilities

Up

$1,889

Up $1,063 (+129%) from 2012

Revenue

$184,575

No earlier filing loaded for comparison.

Expenses

Up

$222,071

Up $7,395 (+3.4%) from 2012

Net Income

-$37,496

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,111,196Liabilities 2011: $826Net Assets 2011: $2,110,3702011Assets 2012: $2,087,902Liabilities 2012: $826Net Assets 2012: $2,087,0762012Assets 2013: $2,051,469Liabilities 2013: $1,889Net Assets 2013: $2,049,5802013Assets 2014: $2,292,231Liabilities 2014: $1,339Net Assets 2014: $2,290,8922014Assets 2015: $2,219,643Liabilities 2015: $789Net Assets 2015: $2,218,8542015Assets 2016: $2,159,319Liabilities 2016: $489Net Assets 2016: $2,158,8302016Assets 2017: $2,112,436Liabilities 2017: $839Net Assets 2017: $2,111,5972017Assets 2018: $2,050,365Liabilities 2018: $839Net Assets 2018: $2,049,5262018Assets 2019: $2,022,585Liabilities 2019: $839Net Assets 2019: $2,021,7462019Assets 2020: $1,980,036Liabilities 2020: $839Net Assets 2020: $1,979,1972020Assets 2021: $1,955,992Liabilities 2021: $839Net Assets 2021: $1,955,1532021Assets 2022: $1,917,600Liabilities 2022: $839Net Assets 2022: $1,916,7612022Assets 2023: $1,924,517Liabilities 2023: $839Net Assets 2023: $1,923,6782023Assets 2024: $1,919,860Liabilities 2024: $464Net Assets 2024: $1,919,3962024

Highlighted filing

2013

Assets$2,051,469
Liabilities$1,889
Net Assets$2,049,580

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $176,577Expenses 2011: $193,034Net Income 2011: -$16,4572011Expenses 2012: $214,6762012Revenue 2013: $184,575Expenses 2013: $222,071Net Income 2013: -$37,4962013Revenue 2014: $408,164Expenses 2014: $166,852Net Income 2014: $241,3122014Revenue 2015: $47,899Expenses 2015: $119,937Net Income 2015: -$72,0382015Revenue 2016: $62,813Expenses 2016: $122,837Net Income 2016: -$60,0242016Revenue 2017: $71,367Expenses 2017: $118,600Net Income 2017: -$47,2332017Revenue 2018: $54,378Expenses 2018: $116,449Net Income 2018: -$62,0712018Revenue 2019: $79,495Expenses 2019: $107,275Net Income 2019: -$27,7802019Revenue 2020: $67,778Expenses 2020: $110,295Net Income 2020: -$42,5172020Revenue 2021: $93,887Expenses 2021: $118,520Net Income 2021: -$24,6332021Revenue 2022: $111,045Expenses 2022: $149,646Net Income 2022: -$38,6012022Revenue 2023: $160,625Expenses 2023: $153,655Net Income 2023: $6,9702023Revenue 2024: $166,136Expenses 2024: $170,273Net Income 2024: -$4,1372024

Highlighted filing

2013

Revenue$184,575
Expenses$222,071
Net Income-$37,496
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 22, 2014
Return Version
2013v3.1
Gross Receipts
$197,439
Mission and Program Overview

Mission

Restoration & acquisition of historical items

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,054,076$2,016,162▼ $37,914
Cash and Non-Interest-Bearing Accounts$32,423$33,898▲ $1,475
Savings and Temporary Cash Investments$1,403$1,409▲ $6
Total Assets$2,087,902$2,051,469▼ $36,433
Liabilities
Other Liabilities$826$1,889▲ $1,063
Total Liabilities$826$1,889▲ $1,063
Net Assets / Fund Balance
Unrestricted Net Assets$2,087,076$2,049,580▼ $37,496
Total Net Assets Fund Balance$2,087,076$2,049,580▼ $37,496
Total Liabilities and Net Assets / Fund Balance$2,087,902$2,051,469▼ $36,433

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,030,140$319,056$1,349,196
Land$986,022-$986,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
E Angelique BergeronExecutive DiFT$50,000$50,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$135,072
Program Service Revenue
$23,580
Investment Income
$6
Other Revenue
$25,917
All Other Contributions
$126,071
Change in Net Assets
$-37,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,071
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
Fees for Services Management$41,729$50,000-$91,729
Office Expenses$15,621$24,970-$40,591
Depreciation Depletion$37,914--$37,914
Insurance-$17,576-$17,576
Occupancy$4,173--$4,173
Other Expenses$1,362--$1,362
Total Functional Expenses$129,525$92,546$0$222,071
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,630
Fundraising Direct Expenses$12,864
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,630$15,630$12,864$2,766
Total Events$15,630$15,630$12,864$2,766
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Damage Deposits$1,889
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
72-0817887
Phone
2256386575

Signing Officer

Name
Randy Harelson
Title
President
Phone
2256386575
Signed
2014-03-22

Organization Details

Formed
1975
Legal Domicile
La
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Preparer
Mark a David
Phone
2256384531
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97810
IRS990ScheduleA/PublicSupportPY509Pct00.97370
IRS990ScheduleA/PublicSupportTotal509Amt0697612
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt011007
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt04566
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt015573
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt011007
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt04566
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt015573
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0197439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0211047
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0193088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065146
IRS990ScheduleA/Total509Grp/TotalAmt0713185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0197439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0211047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0193088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0713218
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0986022
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0986022
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01030140
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0319056
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01349196
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01889
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE DAMAGE DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02016162
IRS990ScheduleD/TotalLiabilityAmt01889
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015630
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0PELICAN SERIES&
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02766
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012864
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012864
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02087902
IRS990/TotalAssetsEOYAmt02051469
IRS990/TotalAssetsGrp/BOYAmt02087902
IRS990/TotalAssetsGrp/EOYAmt02051469
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0135072
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt092546
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129525
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222071
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0826
IRS990/TotalLiabilitiesEOYAmt01889
IRS990/TotalLiabilitiesGrp/BOYAmt0826
IRS990/TotalLiabilitiesGrp/EOYAmt01889
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02087076
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02049580
IRS990/TotalProgramServiceExpensesAmt0129525
IRS990/TotalProgramServiceRevenueAmt023580
IRS990/TotalRevenueGrp/ExclusionAmt023151
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184575
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02087902
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02051469
IRS990/TotReportableCompRltdOrgAmt050000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02087076
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02049580
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.POINTECOUPEEHISTORICALSOCIETY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY HARELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02256386575
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10POINTE COUPEE HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0720817887
ReturnHeader/Filer/PhoneNum02256386575
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 462
ReturnHeader/Filer/USAddress/City0NEW ROADS
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MAJOR MORRISON & DAVID CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW ROADS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode070760
ReturnHeader/PreparerPersonGrp/PhoneNum02256384531
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A DAVID
ReturnHeader/ReturnTs02014-03-22T16:29:50-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.17$0.17$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.16$0.15$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.11$0.15$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.09$0.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.07$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.08$0.11$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.05$0.12$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.07$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.06$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.05$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.41$0.17$0.24
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.18$0.22$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.21
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.18$0.19$0.02
Peer Organizations

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