Civic Intelligence

H & B Young Foundation

990PF • Fiscal year 2019 • EIN 72-6029365

Jan 01, 2019 to Dec 31, 2019 • Filed on Dec 23, 2020

PO Box 889Morgan City, LA 70381

(985) 385-0812

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.04x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

23rd percentile

$91,700

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-3.7%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$25,312,690

Up $3,208,755 (+15%) from 2018

Net Assets

Up

$25,165,561

Up $3,657,018 (+17%) from 2018

Liabilities

Down

$147,129

Down $448,263 (-75%) from 2018

Revenue

Down

$3,400,561

Down $129,484 (-3.7%) from 2018

Expenses

Up

$2,224,294

Up $111,327 (+5.3%) from 2018

Net Income

Down

$1,176,267

Down $240,811 (-17%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $14,254,085Liabilities 2011: $316,4152011Assets 2012: $15,014,851Liabilities 2012: $452,4702012Assets 2013: $16,898,680Liabilities 2013: $353,2882013Assets 2014: $18,022,840Liabilities 2014: $275,5382014Assets 2015: $18,638,648Liabilities 2015: $507,5692015Assets 2016: $20,067,977Liabilities 2016: $288,500Net Assets 2016: $19,779,4772016Assets 2017: $22,651,046Liabilities 2017: $825,771Net Assets 2017: $21,825,2752017Assets 2018: $22,103,935Liabilities 2018: $595,392Net Assets 2018: $21,508,5432018Assets 2019: $25,312,690Liabilities 2019: $147,129Net Assets 2019: $25,165,5612019Assets 2020: $28,173,562Liabilities 2020: $123,632Net Assets 2020: $28,049,9302020Assets 2021: $30,382,041Liabilities 2021: $235,944Net Assets 2021: $30,146,0972021Assets 2022: $25,928,411Liabilities 2022: $345,196Net Assets 2022: $25,583,2152022Assets 2023: $27,945,710Liabilities 2023: $274,421Net Assets 2023: $27,671,2892023Assets 2024: $30,266,451Liabilities 2024: $376,605Net Assets 2024: $29,889,8462024

Highlighted filing

2019

Assets$25,312,690
Liabilities$147,129
Net Assets$25,165,561

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,132,641Expenses 2011: $1,375,994Net Income 2011: $756,6472011Revenue 2012: $2,170,445Expenses 2012: $2,124,558Net Income 2012: $45,8872012Revenue 2013: $3,113,930Expenses 2013: $1,384,757Net Income 2013: $1,729,1732013Revenue 2014: $2,991,998Expenses 2014: $1,367,020Net Income 2014: $1,624,9782014Revenue 2015: $2,384,557Expenses 2015: $1,695,963Net Income 2015: $688,5942015Revenue 2016: $2,452,198Expenses 2016: $1,756,660Net Income 2016: $695,5382016Revenue 2017: $3,007,214Expenses 2017: $1,963,615Net Income 2017: $1,043,5992017Revenue 2018: $3,530,045Expenses 2018: $2,112,967Net Income 2018: $1,417,0782018Revenue 2019: $3,400,561Expenses 2019: $2,224,294Net Income 2019: $1,176,2672019Revenue 2020: $3,190,802Expenses 2020: $2,374,651Net Income 2020: $816,1512020Revenue 2021: $3,701,791Expenses 2021: $2,600,820Net Income 2021: $1,100,9712021Revenue 2022: $3,391,651Expenses 2022: $2,579,068Net Income 2022: $812,5832022Revenue 2023: $1,887,204Expenses 2023: $2,879,139Net Income 2023: -$991,9352023Revenue 2024: $3,581,296Expenses 2024: $3,165,251Net Income 2024: $416,0452024

Highlighted filing

2019

Revenue$3,400,561
Expenses$2,224,294
Net Income$1,176,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Dec 23, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA B AYOPresidentFT$79,200$12,500$91,700
GWEN E ROSSSecretaryFT$47,000$4,750$51,750
EMILE A WAGNER IIITreasurer-$39,902-$39,902
MELISSA PARSIOLAVice Preside-$28,000-$28,000
TIM BETBEZEDirector-$22,750-$22,750
Filing and Contact Details

Filer

Filer Name
H & B Young Foundation
EIN
72-6029365
Phone
9853850812
Address
PO BOX 889, MORGAN CITY, LA 70381

Signing Officer

Name
Brenda B Ayo
Title
President
Phone
9853850812
Signed
2020-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Darnall Sikes & Frederick
Address
1201 BRASHEAR AVE STE 301, MORGAN CITY, LA 70380-3218
Preparer
Lauren V Hebert Cpapfs
Phone
9853846264
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381509065
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43120
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22255294
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31517574
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33308411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34667509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35620001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361750538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371916465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381509065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39348530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt401986487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41629151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42223430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43120
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CITCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GRYPHON INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9LANDMARK DIVIDEND GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10LARSON FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MOSAIC REAL ESTATE CREDIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12STONEPEAK INFRASTRUCTURE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SWIF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16C H ROBINSON WORLDWD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CAL MAINE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISCOVER FINL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25OMNICOM GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PUB SVC ENTERPRISE GP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WELLS FARGO BK N A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JPMORGAN STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRANSAMERICA STRATEGIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JPMORGAN EMRG MKTS EQTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JPMORGAN EQUITY INCOME
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JPMORGAN STRATEGIC INCM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JP MORGAN ULTRA SHORT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48TRANSAMERICA MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49TRANSAMERICA MULTI ASSET
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TRANSAMERICA STRATEGIC
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InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0689644
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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1387001
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt22048367
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt02241272
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1354750
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt210810978
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0421374
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0900121
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt060916
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531190
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1531190
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0LARSON CAPITAL DEBT FUND I
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SWIF FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2APEXONE MULTIFAMILY FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3APEXONE MULTIFAMILY FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4GRYPHON INTERNATIONAL FUND
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.38$29.9$3.58$3.17$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.27$27.7$1.89$2.88$0.99
2022Detailed filing. Detailed filing data is available for this year.$25.9$0.35$25.6$3.39$2.58$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.24$30.1$3.70$2.60$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$0.12$28.0$3.19$2.37$0.82
2019Detailed filing. Detailed filing data is available for this year.$25.3$0.15$25.2$3.40$2.22$1.18
2018Detailed filing. Detailed filing data is available for this year.$22.1$0.60$21.5$3.53$2.11$1.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.83$21.8$3.01$1.96$1.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.29$19.8$2.45$1.76$0.70
2015Summary only. Only limited summary data is available for this year.$18.6$0.51$2.38$1.70$0.69
2014Summary only. Only limited summary data is available for this year.$18.0$0.28$2.99$1.37$1.62
2013Summary only. Only limited summary data is available for this year.$16.9$0.35$3.11$1.38$1.73
2012Summary only. Only limited summary data is available for this year.$15.0$0.45$2.17$2.12$0.05
2011Summary only. Only limited summary data is available for this year.$14.3$0.32$2.13$1.38$0.76