Civic Intelligence

H & B Young Foundation

990PF • Fiscal year 2023 • EIN 72-6029365

Jan 01, 2023 to Dec 31, 2023 • Filed on Dec 17, 2024

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

11th percentile

-53%

Higher net margin than 11% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$99,838

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

59th percentile

7.8%

Faster asset growth than 59% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$27,945,710

Up $2,017,299 (+7.8%) from 2022

Net Assets

Up

$27,671,289

Up $2,088,074 (+8.2%) from 2022

Liabilities

Down

$274,421

Down $70,775 (-21%) from 2022

Revenue

Down

$1,887,204

Down $1,504,447 (-44%) from 2022

Expenses

Up

$2,879,139

Up $300,071 (+12%) from 2022

Net Income

Down

-$991,935

Down $1,804,518 (-222%) from 2022

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

2023

Assets$27,945,710
Liabilities$274,421
Net Assets$27,671,289

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

2023

Revenue$1,887,204
Expenses$2,879,139
Net Income-$991,935
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 17, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA B AYOPresidentFT$85,480$14,358$99,838
GWEN E ROSSSecretaryFT$48,191$5,456$53,647
TIM BETBEZEDirector-$31,223-$31,223
EMILE A WAGNER IIITreasurer-$26,952-$26,952
MELISSA PARSIOLAVice Preside-$26,250-$26,250
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
2024-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Darnall Sikes & Frederick
Address
1201 BRASHEAR AVE STE 301, MORGAN CITY, LA 70380-3218
Preparer
Derek a Jett CPA
Phone
9853846264
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1692850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17410593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1843731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1981233
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30264932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31430793
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33189881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34341371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35220226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36237110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37316408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38370894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39308954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt401152725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt411276535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421158665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432223164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441230553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451411490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461421395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt471018577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt481355797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXELON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CONSTELLATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5READY CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WARNER BROTHERS DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ANDRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APEXONE MULTIFAMILY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APEXONE MULTIFAMILY FUND SPECIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BASELINE CRE INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRIDGE DEBT II INTERNATIONAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12LARSON FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13LOTUS DOMAINE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MONROE CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15RSCM FUND IV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SQUADRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17STONEPEAK INFRASTRUCTURE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18STONEPEAK ASPEN REIT AGGREGATOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SWIF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VESTED FUND III LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BROOKFIELD ASSET MGM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26C H ROBINSON WORLDWD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CAL MAINE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DISCOVER FINL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WELLS FARGO BK N A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CIO ARES DIVERSIFIED CR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HARBOR ALL WEATHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INVENOMIC INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JP MORGAN EQUITY PREMIUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CION ARES DIVERSIFIED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CONVERSUS STEPSTONE PRIV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FIRST EAGLE SMALL CAP OP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HARBOR ALL WEATHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HARBOR DISRUPTIVE INNOVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INVENOMIC INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JPMORGAN EMRG MKTS EQTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JPMORGAN EQUITY PREMIUM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JP MORGAN ULTRA SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57TRANSAMERICA CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58TRANSAMERICA HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD MEGA CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHWAB GOVERNMENT MONEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61VANGUARD SHORT TERM CORP BOND ETF
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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LAND
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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1538017
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt22039179
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt03895413
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1225750
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt211976837
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01089725
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1265308
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-884
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04581
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt02032177
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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
2023Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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