Civic Intelligence

Sarracenia Foundation Inc

EIN 72-1255312 • New Orleans, LA

601 Poydras Street Suite 1855New Orleans, LA 70130
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2013

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$2,329,400

Up $55,025 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,329,400

Up $55,025 (+2.4%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin14th percentile

Revenue

Up

$201,827

Up $85,965 (+74%) from 2023

Expenses

Down

$146,802

Down $8,955 (-5.7%) from 2023

Net Income

Up

$55,025

Up $94,920 (+238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,384,296Liabilities 2010: $0Net Assets 2010: $1,384,2962010Assets 2011: $1,361,042Liabilities 2011: $0Net Assets 2011: $1,361,0422011Assets 2012: $1,333,631Liabilities 2012: $0Net Assets 2012: $1,333,6312012Assets 2013: $1,320,696Liabilities 2013: $0Net Assets 2013: $1,320,6962013Assets 2014: $1,335,642Liabilities 2014: $0Net Assets 2014: $1,335,6422014Assets 2015: $1,340,046Liabilities 2015: $0Net Assets 2015: $1,340,0462015Assets 2016: $1,333,562Liabilities 2016: $0Net Assets 2016: $1,333,5622016Assets 2017: $1,775,618Liabilities 2017: $0Net Assets 2017: $1,775,6182017Assets 2018: $1,917,940Liabilities 2018: $0Net Assets 2018: $1,917,9402018Assets 2019: $2,192,161Liabilities 2019: $0Net Assets 2019: $2,192,1612019Assets 2020: $2,259,840Liabilities 2020: $0Net Assets 2020: $2,259,8402020Assets 2021: $2,335,520Liabilities 2021: $0Net Assets 2021: $2,335,5202021Assets 2022: $2,314,270Liabilities 2022: $0Net Assets 2022: $2,314,2702022Assets 2023: $2,274,375Liabilities 2023: $0Net Assets 2023: $2,274,3752023Assets 2024: $2,329,400Liabilities 2024: $0Net Assets 2024: $2,329,4002024

Latest loaded filing

2024

Assets$2,329,400
Liabilities$0
Net Assets$2,329,400
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $58,2052010Expenses 2011: $66,1412011Expenses 2012: $75,8952012Revenue 2013: $64,607Expenses 2013: $77,542Net Income 2013: -$12,9352013Revenue 2014: $102,609Expenses 2014: $87,663Net Income 2014: $14,9462014Revenue 2015: $92,799Expenses 2015: $88,395Net Income 2015: $4,4042015Revenue 2016: $82,478Expenses 2016: $88,962Net Income 2016: -$6,4842016Revenue 2017: $528,525Expenses 2017: $86,469Net Income 2017: $442,0562017Revenue 2018: $150,192Expenses 2018: $126,065Net Income 2018: $24,1272018Revenue 2019: $421,779Expenses 2019: $147,558Net Income 2019: $274,2212019Revenue 2020: $202,779Expenses 2020: $135,100Net Income 2020: $67,6792020Revenue 2021: $221,011Expenses 2021: $145,331Net Income 2021: $75,6802021Revenue 2022: $159,260Expenses 2022: $181,010Net Income 2022: -$21,7502022Revenue 2023: $115,862Expenses 2023: $155,757Net Income 2023: -$39,8952023Revenue 2024: $201,827Expenses 2024: $146,802Net Income 2024: $55,0252024

Latest loaded filing

2024

Revenue$201,827
Expenses$146,802
Net Income$55,025
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.20$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.22$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.20$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.42$0.15$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.53$0.09$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Louis M FreemanPresident-$0--
Judith W FreemanSecretary-$0--
Virginia RowanTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOPEN SPACE INSTITUTEGENERAL FUND-NEW YORK, NY, US$50,000
Paid GrantNATIONAL WORLD WAR II MUSEUMGeneral Fund-New Orleans, LA, US$10,000
Paid GrantMANNINGS FAMILY CHILDREN'S - WALKERS IMAGINARIUMGENERAL FUND-NEW ORLEANS, LA, US$10,000
Paid GrantOCHSNER CLINIC FOUNDATIONGENERAL FUND-NEW ORLEANS, LA, US$5,000
Paid GrantCASHIERS COMMUNITY FUNDGENERAL FUND-ASHEVILLE, NC, US$5,000
Paid GrantGARDEN CONSERVANCYGENERAL FUND-GARRISON, NY, US$5,000
Paid GrantBOYS & GIRLS CLUBGENERAL FUND-NEW ORLEANS, LA, US$5,000
Paid GrantPUBLIC AFFAIRS RESEARCH COUNCIL OF LOUISIANAGENERAL FUND-BATON ROUGE, LA, US$5,000
Paid GrantGARDEN CLUB OF AMERICAGeneral Fund-NEW YORK, NY, US$5,000
Paid GrantNEW ENGLAND HISTORICAL GEN SOCIETYGENERAL FUND-Boston, MA, US$5,000
Paid GrantUNITED WAYGENERAL FUND-NEW ORLEANS, LA, US$5,000
Paid GrantGREATER NEW ORLEANS FOUNDATIONGENERAL FUND-NEW ORLEANS, LA, US$5,000
Paid GrantLOW COST ANIMAL MEDICAL CENTERGENERAL FUND-NEW ORLEANS, LA, US$3,000
Paid GrantGLENVILLE-CASHIERS RESCUE SQUADGENERAL FUND-GLENVILLE, NC, US$3,000
Paid GrantEDEN HOUSEGENERAL FUND-NEW ORLEANS, LA, US$3,000
Paid GrantBUREAU OF GOVERNMENTAL RESEARCHGENERAL FUND-NEW ORLEANS, LA, US$3,000
Paid GrantCOMMUNITY SAILING NEW ORLEANSGENERAL FUND-NEW ORLEANS, LA, US$3,000
Paid GrantHOGS FOR THE CAUSEGENERAL FUND-NEW ORLEANS, LA, US$3,000
Paid GrantNEW ORLEANS MUSEUM OF ARTGENERAL FUND-NEW ORLEANS, LA, US$3,000
Paid GrantVISION CASHIERS INCGENERAL FUND-CASHIERS, NC, US$2,500
Paid GrantLIFE CHALLENGE OF WESTERN NORTH CAROLINAGENERAL FUND-CULLOWHEE, NC, US$2,000
Paid GrantWADE HAMPTON DONOR ADVISED FUNDGENERAL FUND-CASHIERS, NC, US$2,000
Paid GrantCHATTOOGA CLUB EMPLOYEE SCHOLARSHIP FUNDGENERAL FUND-ASHEVILLE, NC, US$2,000
Paid GrantCASHIERS HISTORICAL SOCIETYGENERAL FUND-CASHIERS, NC, US$2,000
Paid GrantGREATER NO EDUCATIONAL TVGENERAL FUND-New Orleans, LA, US$2,000
Paid GrantSOUTHERN HIGHLANDS RESERVEGENERAL FUND-LAKE TOXAWAY, NC, US$1,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALGENERAL FUND-MEMPHIS, TN, US$1,000
Paid GrantHIGHLANDS CASHIERS HEALTH FOUNDATIONGENERAL FUND-HIGHLANDS, NC, US$1,000
Paid GrantCOMMUNITY CARE CLINICGENERAL FUND-NEW ORLEANS, LA, US$1,000
Paid GrantBIG BROTHERS BIG SISTERS OF AMERICAGENERAL FUND-TAMPA, FL, US$1,000
Filing and Contact Details

Filer

Filer Name
Sarracenia Foundation Inc
EIN
72-1255312
In Care Of
% TARA M FUSELIER
Phone
5047993170
Address
601 POYDRAS STREET SUITE 1855, NEW ORLEANS, LA 70130

Signing Officer

Name
Louis Freeman
Title
President
Phone
5047993170
Signed
2026-03-18
Discuss with paid preparer
Yes

Preparer

Firm
CapFinancial Partners LLC
Address
601 Poydras St Ste 1855, New Orleans, LA 70130
Preparer
Tara M Fuselier
Phone
5047993170
Raw XML AppendixShowing 400 of 513 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06815
AppliedToPriorYearElection/ElectionDesc0Foundation elects to apply current year distributions to 2022 and 2023 undistributed income.
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0125591
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0156953
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0156953
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0156953
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04098
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Louis M Freeman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judith W Freeman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Virginia Rowan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1601 Poydras Street Ste 1855
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC

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