Civic Intelligence

Oak Alley Foundation

EIN 72-6032652 • 501(c)3 • Vacherie, LA

Profile

Oak Alley Foundation's mission is to preserve a piece of the Louisiana Plantation culture of the 19th century. Programs and exhibits are designed to teach visitors from all over the world about life during this period. There is an emphasis on a portrayal of conditions under which slaves lived and worked.

3645 Hwy 18Vacherie, LA 70090

www.oakalleyplantation.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.03x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

7.8%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

2.1%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,193,308

Up $773,523 (+9.2%) from 2023

Liabilities

Down

$51,992

Down $74,822 (-59%) from 2023

Net Assets

Up

$9,141,316

Up $848,345 (+10%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin68th percentile

Revenue

Up

$4,661,412

Up $225,569 (+5.1%) from 2023

Expenses

Up

$3,813,067

Up $26,402 (+0.7%) from 2023

Net Income

Up

$848,345

Up $199,167 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$10M$5.0M$0Assets 2011: $1,779,660Liabilities 2011: $474,8792011Assets 2012: $1,921,867Liabilities 2012: $426,4622012Assets 2013: $2,237,127Liabilities 2013: $368,149Net Assets 2013: $1,868,9782013Assets 2014: $3,084,057Liabilities 2014: $265,891Net Assets 2014: $2,818,1662014Assets 2015: $3,807,753Liabilities 2015: $103,449Net Assets 2015: $3,704,3042015Assets 2016: $4,917,584Liabilities 2016: $87,787Net Assets 2016: $4,829,7972016Assets 2017: $5,817,492Liabilities 2017: $73,375Net Assets 2017: $5,744,1172017Assets 2018: $6,756,856Liabilities 2018: $64,056Net Assets 2018: $6,692,8002018Assets 2019: $8,022,006Liabilities 2019: $60,526Net Assets 2019: $7,961,4802019Assets 2020: $7,235,786Liabilities 2020: $1,053,129Net Assets 2020: $6,182,6572020Assets 2021: $6,820,737Liabilities 2021: $27,873Net Assets 2021: $6,792,8642021Assets 2022: $7,808,485Liabilities 2022: $164,692Net Assets 2022: $7,643,7932022Assets 2023: $8,419,785Liabilities 2023: $126,814Net Assets 2023: $8,292,9712023Assets 2024: $9,193,308Liabilities 2024: $51,992Net Assets 2024: $9,141,3162024

Highlighted filing

2024

Assets$9,193,308
Liabilities$51,992
Net Assets$9,141,316
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,616,764Expenses 2011: $2,593,599Net Income 2011: $23,1652011Revenue 2012: $3,128,761Expenses 2012: $2,938,137Net Income 2012: $190,6242012Revenue 2013: $2,797,490Expenses 2013: $2,423,917Net Income 2013: $373,5732013Revenue 2014: $4,051,199Expenses 2014: $3,102,011Net Income 2014: $949,1882014Revenue 2015: $4,222,530Expenses 2015: $3,400,918Net Income 2015: $821,6122015Revenue 2016: $4,351,104Expenses 2016: $3,295,022Net Income 2016: $1,056,0822016Revenue 2017: $4,389,531Expenses 2017: $3,475,211Net Income 2017: $914,3202017Revenue 2018: $4,961,296Expenses 2018: $4,012,613Net Income 2018: $948,6832018Revenue 2019: $5,426,806Expenses 2019: $4,158,126Net Income 2019: $1,268,6802019Revenue 2020: $1,666,504Expenses 2020: $3,445,327Net Income 2020: -$1,778,8232020Revenue 2021: $3,515,106Expenses 2021: $2,904,899Net Income 2021: $610,2072021Revenue 2022: $4,346,276Expenses 2022: $3,495,347Net Income 2022: $850,9292022Revenue 2023: $4,435,843Expenses 2023: $3,786,665Net Income 2023: $649,1782023Revenue 2024: $4,661,412Expenses 2024: $3,813,067Net Income 2024: $848,3452024

Highlighted filing

2024

Revenue$4,661,412
Expenses$3,813,067
Net Income$848,345
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$9,193,308
Liabilities
$51,992
Net assets
$9,141,316
Revenue
$4,661,412
Expenses
$3,813,067
Net income
$848,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$0.05$9.14$4.66$3.81$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.13$8.29$4.44$3.79$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.16$7.64$4.35$3.50$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.03$6.79$3.52$2.90$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$1.05$6.18$1.67$3.45$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.06$7.96$5.43$4.16$1.27
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.06$6.69$4.96$4.01$0.95
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.07$5.74$4.39$3.48$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.09$4.83$4.35$3.30$1.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.10$3.70$4.22$3.40$0.82
2014Summary only. Only limited summary data is available for this year.$3.08$0.27$2.82$4.05$3.10$0.95
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.37$1.87$2.80$2.42$0.37
2012Summary only. Only limited summary data is available for this year.$1.92$0.43$3.13$2.94$0.19
2011Summary only. Only limited summary data is available for this year.$1.78$0.47$2.62$2.59$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 28, 2023
Return Version
2022v5.0
Gross Receipts
$4,346,276
Mission and Program Overview

Mission

Oak Alley Foundation's mission is to preserve a piece of the Louisiana Plantation culture of the 19th century. Programs and exhibits are designed to teach visitors from all over the world about life during this period.

Oak Alley Foundation is a 501(c)(3) public nonprofit trust organized and operated exclusively for charitable, literary and educational purposes. Its trustees are charged with maintaining and preserving the Oak Alley Plantation mansion (Big House) and surrounding sixty-three (63) acre National Historic Landmark site for public exhibition as an historical monument to the times and era during which the property was built and for the instruction, education, enlightenment, information, edification and cultural benefit of the citizens of the State of Louisiana, and United States and the public generally. Oak Alley had over 111,825 visitors during 2020.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,792,864$7,643,793▲ $850,929
Cash and Non-Interest-Bearing Accounts$4,115,854$5,246,902▲ $1,131,048
Land, Buildings, and Equipment, Net$2,694,048$2,486,253▼ $207,795
Accounts Receivable$10,835$6,835▼ $4,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,820,737$7,808,485▲ $987,748
Other Assets Total$0$68,495▲ $68,495
Liabilities
Accounts Payable and Accrued Expenses-$114,876-
Other Liabilities$0$27,018▲ $27,018
Deferred Revenue$27,873$22,798▼ $5,075
Total Liabilities$27,873$164,692▲ $136,819
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,792,864$7,643,793▲ $850,929
Total Liabilities and Net Assets / Fund Balance$6,820,737$7,808,485▲ $987,748

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$929,208$912,982$1,842,190
Equipment$109,851$1,372,072$1,481,923
Buildings$557,343$591,532$1,148,875
Land$726,574-$726,574
Leasehold Improvements$163,277$313,048$476,325
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Shelby M SaerChairperson
Jonathan MayhewTrustee
Robert A VosbeinTrustee
Walter E Blessey JrTrustee
Ashley DineenSecretary
Odom Heebe JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,433
Program Service Revenue
$4,065,627
Investment Income
$14,216
Other Revenue
$0
Change in Net Assets
$850,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,260,990
Other Expenses$1,233,907
Grants and Similar Amounts Paid$450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,337,027$416,685-$1,753,712
Other Employee Benefits$281,604$87,762-$369,366
Depreciation Depletion$254,521$5,845-$260,366
Insurance$143,315--$143,315
Payroll Taxes$105,144$32,768-$137,912
Office Expenses$9,921$117,886-$127,807
Occupancy$92,086--$92,086
All Other Expenses$80,742--$80,742
Other Expenses$59,016--$59,016
Fees for Services Other$53,643--$53,643
Information Technology-$53,522-$53,522
Fees for Services Legal-$21,717-$21,717
Advertising$8,179--$8,179
Fees for Services Accounting-$7,425-$7,425
Fees for Services Management-$7,420-$7,420
Travel-$1,878-$1,878
Conferences and Meetings$518--$518
Grants to Domestic Individuals$450--$450
Total Functional Expenses$2,742,439$752,908$0$3,495,347
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Zeb Mayhew JrFamily of board memberEmployee SalaryNo$96,798
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$27,018
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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, Part VI, Section A, line 2

“The chairman of the board, Shelby Saer, has a family relationship with another board member, Ashley Dineen.”

Form 990, Part VI, Section B, line 11B

“The board meets with the Certified Public Accountant who prepares the return at least annually to review the return. A draft copy of the Form 990 is provided to the board for its approval each year prior to filing the return.”

Form 990, Part VI, Section C, line 19

“The organization has copies of the Forms 990, annual report and governing documents available for inspection and copying at its offices.”

Filing and Contact Details

Filer

Filer Name
Oak Alley Foundation
EIN
72-6032652
Phone
2252652151
Address
3645 Hwy 18, Vacherie, LA 70090

Signing Officer

Name
Shelby Saer
Title
Chairperson
Phone
2252652151
Signed
2023-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Saer
Formed
1967
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
64
Volunteers
0

Preparer

Firm
Hanlon Stirton & Midkiff Llp
Address
650 POYDRAS ST SUITE 2250, NEW ORLEANS, LA 70130
Preparer
Robert M Midkiff CPA
Phone
5045689881
Supplemental Narrative

Financial Statement Notes

Schedule D Part III Organizations Maintaining Collection of Art, Historical

“Oak Alley Foundation owns an historical plantation house that exhibits artworks, antiques and equipment of the plantation house era. There is no appraised value for the buildings and their contents. The organization does not have compiled, reviewed or audited financial statements. The collection was acquired by purchase at auctions and various other retailers over many years. The plantation house, related structures and land were acquired by a bequest. Certain land, structures and improvements were either purchased or constructed by Oak Alley Foundation.”

Raw XML AppendixShowing 400 of 444 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0114876
IRS990/AccountsReceivableGrp/BOYAmt010835
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Oak Alley Foundation is a 501(c)(3) public nonprofit trust organized and operated exclusively for charitable, literary and educational purposes. Its trustees are charged with maintaining and preserving the Oak Alley Plantation mansion (Big House) and surrounding sixty-three (63) acre National Historic Landmark site for public exhibition as an historical monument to the times and era during which the property was built and for the instruction, education, enlightenment, information, edification and cultural benefit of the citizens of the State of Louisiana, and United States and the public generally. Oak Alley had over 111,825 visitors during 2020.
IRS990/AdvertisingGrp/ProgramServicesAmt08179
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IRS990/DepreciationDepletionGrp/TotalAmt0260366
IRS990/Desc0Oak Alley Foundation exists to preserve the plantation house, outbuildings, antiques, artwork and grounds. Visitors from all over the world can be educated about life on a plantation in Louisiana in the 19th century. Oak Alley provides tours as well as special event recreations such as Christmas bonfires, all open to the public. New exhibits and refinements to the property and visitor experience are ongoing.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/PersonNm1Odom Heebe Jr
IRS990/Form990PartVIISectionAGrp/PersonNm2Jonathan Mayhew
IRS990/Form990PartVIISectionAGrp/PersonNm3Walter E Blessey Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert A Vosbein
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
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IRS990/MissionDesc0Oak Alley Foundation's mission is to preserve a piece of the Louisiana Plantation culture of the 19th century. Programs and exhibits are designed to teach visitors from all over the world about life during this period. There is an emphasis on a portrayal of conditions under which slaves lived and worked.
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0281604
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0369366
IRS990/OtherExpensesGrp/Desc0Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Cost of Refreshments So
IRS990/OtherExpensesGrp/Desc3Gardening & Grounds Mai
IRS990/OtherExpensesGrp/ProgramServicesAmt0157004
IRS990/OtherExpensesGrp/ProgramServicesAmt185330
IRS990/OtherExpensesGrp/ProgramServicesAmt273939
IRS990/OtherExpensesGrp/ProgramServicesAmt359016
IRS990/OtherExpensesGrp/TotalAmt0157004
IRS990/OtherExpensesGrp/TotalAmt185330
IRS990/OtherExpensesGrp/TotalAmt273939
IRS990/OtherExpensesGrp/TotalAmt359016
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt027018
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0416685
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01337027
IRS990/OtherSalariesAndWagesGrp/TotalAmt01753712
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032768
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105144
IRS990/PayrollTaxesGrp/TotalAmt0137912
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Shelby Saer
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Tour Income
IRS990/ProgramServiceRevenueGrp/Desc1Refreshments Income
IRS990/ProgramServiceRevenueGrp/Desc2Other Income
IRS990/ProgramServiceRevenueGrp/Desc3Donations
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03725644
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1313370
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226419
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03725644
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1313370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3194
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0991327
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100
IRS990/PYInvestmentIncomeAmt08818
IRS990/PYOtherExpensesAmt0957003
IRS990/PYOtherRevenueAmt0-554
IRS990/PYProgramServiceRevenueAmt02515515
IRS990/PYRevenuesLessExpensesAmt0610207
IRS990/PYSalariesCompEmpBnftPaidAmt01947796
IRS990/PYTotalExpensesAmt02904899
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03515106
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0850929
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04079843
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06792864
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07643793
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02346
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014216
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt091703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt083260
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0201
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0197644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04331866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03504496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01573017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05341352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04956872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019707603
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt091703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt083260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0197644
IRS990ScheduleA/InvestmentIncomeCYPct00.00990
IRS990ScheduleA/InvestmentIncomePYPct00.00920
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99010
IRS990ScheduleA/PublicSupportPY509Pct00.99080
IRS990ScheduleA/PublicSupportTotal509Amt019716667
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04332060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03506842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01574801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05343546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04959418
IRS990ScheduleA/Total509Grp/TotalAmt019716667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04346276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03515106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01666504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05426806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04959619
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019914311
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0557343
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0591532
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01148875
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0109851
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01372072
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01481923
IRS990ScheduleD/LandGrp/BookValueAmt0726574
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0726574
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0163277
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0313048
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0476325
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0929208
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0912982
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01842190
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Sales Tax Payable
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Oak Alley Foundation owns an historical plantation house that exhibits artworks, antiques and equipment of the plantation house era. There is no appraised value for the buildings and their contents. The organization does not have compiled, reviewed or audited financial statements. The collection was acquired by purchase at auctions and various other retailers over many years. The plantation house, related structures and land were acquired by a bequest. Certain land, structures and improvements were either purchased or constructed by Oak Alley Foundation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D Part III Organizations Maintaining Collection of Art, Historical
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02486253
IRS990ScheduleD/TotalLiabilityAmt027018
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Zeb Mayhew Jr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family of board member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt096798
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employee Salary
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The chairman of the board, Shelby Saer, has a family relationship with another board member, Ashley Dineen.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board meets with the Certified Public Accountant who prepares the return at least annually to review the return. A draft copy of the Form 990 is provided to the board for its approval each year prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization has copies of the Forms 990, annual report and governing documents available for inspection and copying at its offices.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06820737
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IRS990/TotalAssetsGrp/EOYAmt07808485
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IRS990/TotalEmployeeCnt064
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02742439
IRS990/TotalFunctionalExpensesGrp/TotalAmt03495347
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IRS990/TotalLiabilitiesBOYAmt027873
IRS990/TotalLiabilitiesEOYAmt0164692
IRS990/TotalLiabilitiesGrp/BOYAmt027873
IRS990/TotalLiabilitiesGrp/EOYAmt0164692
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06792864
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07643793
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IRS990/TotalProgramServiceExpensesAmt02742439
IRS990/TotalProgramServiceRevenueAmt04065627
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04346276
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07808485
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IRS990/TravelGrp/ManagementAndGeneralAmt01878
IRS990/TravelGrp/TotalAmt01878
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

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