Civic Intelligence

The Peltier Foundation

EIN 72-1416778 • Thibodaux, LA

101 St Louis StThibodaux, LA 70301
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

42nd percentile

2.3%

Higher net margin than 42% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

34th percentile

0.2%

Faster asset growth than 34% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$16,777,864

Up $25,692 (+0.2%) from 2023

Liabilities

Up

$370

Up $370 from 2023

Net Assets

Up

$16,777,494

Up $25,322 (+0.2%) from 2023

Revenue

Up

$1,078,335

Up $182,025 (+20%) from 2023

Expenses

Up

$1,053,013

Up $55,618 (+5.6%) from 2023

Net Income

Up

$25,322

Up $126,407 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $15,756,022Liabilities 2011: $02011Assets 2012: $16,260,824Liabilities 2012: $02012Assets 2013: $17,123,291Liabilities 2013: $02013Assets 2014: $17,602,398Liabilities 2014: $02014Assets 2015: $17,401,084Liabilities 2015: $02015Assets 2019: $16,943,630Liabilities 2019: $0Net Assets 2019: $16,943,6302019Assets 2020: $17,067,647Liabilities 2020: $0Net Assets 2020: $17,067,6472020Assets 2021: $17,123,756Liabilities 2021: $0Net Assets 2021: $17,123,7562021Assets 2022: $16,853,255Liabilities 2022: $0Net Assets 2022: $16,853,2552022Assets 2023: $16,752,172Liabilities 2023: $0Net Assets 2023: $16,752,1722023Assets 2024: $16,777,864Liabilities 2024: $370Net Assets 2024: $16,777,4942024

Highlighted filing

2024

Assets$16,777,864
Liabilities$370
Net Assets$16,777,494

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,522,822Expenses 2011: $872,619Net Income 2011: $650,2032011Revenue 2012: $1,669,866Expenses 2012: $1,165,064Net Income 2012: $504,8022012Revenue 2013: $1,998,467Expenses 2013: $1,135,999Net Income 2013: $862,4682013Revenue 2014: $1,688,178Expenses 2014: $1,209,071Net Income 2014: $479,1072014Revenue 2015: $1,039,116Expenses 2015: $1,239,818Net Income 2015: -$200,7022015Revenue 2019: $974,608Expenses 2019: $1,072,665Net Income 2019: -$98,0572019Revenue 2020: $1,160,022Expenses 2020: $1,017,142Net Income 2020: $142,8802020Revenue 2021: $1,065,067Expenses 2021: $1,008,957Net Income 2021: $56,1102021Revenue 2022: $840,192Expenses 2022: $1,110,693Net Income 2022: -$270,5012022Revenue 2023: $896,310Expenses 2023: $997,395Net Income 2023: -$101,0852023Revenue 2024: $1,078,335Expenses 2024: $1,053,013Net Income 2024: $25,3222024

Highlighted filing

2024

Revenue$1,078,335
Expenses$1,053,013
Net Income$25,322

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen PeltierPresidentPT$0--
Sarah NaquinVice-PresPT$0--
Jeanne P ChiassonSec/TreasPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grantseeschedule #13501(c)(3)Thibodaux, LA, US$867,514
Filing and Contact Details

Filer

Filer Name
The Peltier Foundation
EIN
72-1416778
Phone
9854474033
Address
101 St Louis St, Thibodaux, LA 70301

Signing Officer

Name
Stephen G Peltier
Title
President
Phone
9854474033
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Stephanie Lee CPA LLC
Address
901 Ridgefield Road, Thibodaux, LA 70301
Preparer
Stephanie Lee
Phone
9854460994
Raw XML Appendix397 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd270301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0883299
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0883299
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0n/a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Not Applicable
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 St Louis St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Thibodaux
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stephen Peltier
IRS990PF/StatementsRegardingActyGrp/PhoneNum09854474033
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Peltier Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09854474033
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 St Louis St
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Thibodaux
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd070301
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501(c)(3) organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0867514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0schedule #13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0see
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0schedule 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Thibodaux
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070301
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0867514
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048008
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0835291
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0916160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0883299
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0868152
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0835291
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01032929
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Oil Royalties
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01032929
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0829147
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Royalties
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Peltier Farms
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Other
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0212369
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1436
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2256
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0212369
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1436
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2256
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Payroll Tax Withholding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1State Payroll Tax Withholding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0265
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0138693
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LPL Financial Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0138693
TaxesSchedule/TaxesDetail/Amt011475
TaxesSchedule/TaxesDetail/Amt118813
TaxesSchedule/TaxesDetail/Amt2688
TaxesSchedule/TaxesDetail/Amt3459
TaxesSchedule/TaxesDetail/CategoryTxt0Net Inv Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Royalty Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0459
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018813
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1688
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen G Peltier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09854474033
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Peltier Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PELT
ReturnHeader/Filer/EIN0721416778
ReturnHeader/Filer/PhoneNum09854474033
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 St Louis St
ReturnHeader/Filer/USAddress/CityNm0Thibodaux
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464080315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephanie Lee CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 Ridgefield Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Thibodaux
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070301
ReturnHeader/PreparerPersonGrp/PhoneNum09854460994
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Lee
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T11:58:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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