Civic Intelligence

Oak Alley Foundation

990 • Fiscal year 2016 • EIN 72-6032652

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 28, 2017

Organization Profilewww.oakalleyplantation.com
3645 Hwy 18Vacherie, LA 70090

(225) 265-2151

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.02x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

3.0%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,917,584

Up $1,109,831 (+29%) from 2015

Net Assets

Up

$4,829,797

Up $1,125,493 (+30%) from 2015

Liabilities

Down

$87,787

Down $15,662 (-15%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin83rd percentile

Revenue

Up

$4,351,104

Up $128,574 (+3.0%) from 2015

Expenses

Down

$3,295,022

Down $105,896 (-3.1%) from 2015

Net Income

Up

$1,056,082

Up $234,470 (+29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2016

Assets$4,917,584
Liabilities$87,787
Net Assets$4,829,797
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$4,351,104
Expenses$3,295,022
Net Income$1,056,082
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$4,356,199
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 twenty-five (25) 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 250,000 visitors during 2016.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,704,304$4,829,797▲ $1,125,493
Cash and Non-Interest-Bearing Accounts$1,987,396$3,166,304▲ $1,178,908
Land, Buildings, and Equipment, Net$1,734,781$1,584,207▼ $150,574
Savings and Temporary Cash Investments$85,576$85,768▲ $192
Accounts Receivable-$81,305-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,807,753$4,917,584▲ $1,109,831
Liabilities
Deferred Revenue$51,280$44,665▼ $6,615
Mortgage Notes Payable Secured by Investment Property$52,169$40,990▼ $11,179
Accounts Payable and Accrued Expenses-$2,132-
Total Liabilities$103,449$87,787▼ $15,662
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,704,304$4,829,797▲ $1,125,493
Total Liabilities and Net Assets / Fund Balance$3,807,753$4,917,584▲ $1,109,831

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$648,976$640,537$1,289,513
Equipment$554,411$704,037$1,258,448
Other Land Buildings$132,846$673,009$805,855
Land$247,974-$247,974
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shelby M SaerChairperson
Jonathan MayhewBoard trustee
John K SaerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,518
Program Service Revenue
$4,338,488
Investment Income
$6,193
Other Revenue
$-5,095
All Other Contributions
$11,518
Change in Net Assets
$1,056,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,025,207
Other Expenses$1,265,914
Grants and Similar Amounts Paid$3,901
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,323,690$373,245-$1,696,935
Depreciation Depletion$216,886--$216,886
Office Expenses$102,541$112,413-$214,954
All Other Expenses$210,203--$210,203
Other Employee Benefits$198,921--$198,921
Occupancy$134,477--$134,477
Payroll Taxes$129,351--$129,351
Advertising$108,667--$108,667
Insurance$98,470--$98,470
Fees for Services Legal-$51,679-$51,679
Other Expenses$34,101--$34,101
Fees for Services Other$16,065--$16,065
Fees for Services Accounting-$6,719-$6,719
Travel$3,668$2,820-$6,488
Conferences and Meetings$6,274--$6,274
Grants to Domestic Orgs$3,901--$3,901
Total Functional Expenses$2,748,146$546,876$0$3,295,022
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$89,881
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, John Saer.”

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

“The board meets with the Certified Public Accountant who prepared 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
2017-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelby Saer
Formed
1967
Legal Domicile
La
Voting Board Members
3
Independent Board Members
3
Employees
91
Volunteers
0

Preparer

Firm
David Kirk Stirton CPA
Address
650 Poydras St Suite 2250, New Orleans, LA 70130
Preparer
Kirk Stirton
Phone
5045689881
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Cash accrual adjustment 69,411.”

Form 990, Part XII, Line 1:

“Oak Alley Foundation has always maintained its books and records on the accrual basis of accounting and converted to the cash basis for tax reporting. This has become an unnecessary burden for the accounting staff. The difference in net income between the two methods is immaterial. The accrual method of accounting more accurately reflects the actual timing of income.”

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.”

Raw XML AppendixShowing 400 of 418 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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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 twenty-five (25) 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 250,000 visitors during 2016.
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IRS990/RevenueAmt04339586
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03704304
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04829797
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085576
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085768
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054582
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0206
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04338488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04170573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04099570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03678933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03128640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019416204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01102
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt019470786
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04350006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04199011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04104387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03688742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03128640
IRS990ScheduleA/Total509Grp/TotalAmt019470786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04350199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04199217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04104584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03688959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03128929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019471888
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0648976
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0640537
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01289513
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0554411
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0704037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01258448
IRS990ScheduleD/LandGrp/BookValueAmt0247974
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0247974
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0132846
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0673009
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0805855
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D Part III Organizations Maintaining Collection of Art, Historical
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01584207
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Zeb Mayhew Jr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family of board member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt089881
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Employee Salary
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The chairman of the board, Shelby Saer, has a family relationship with another board member, John Saer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board meets with the Certified Public Accountant who prepared 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/ExplanationTxt3Cash accrual adjustment 69,411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Oak Alley Foundation has always maintained its books and records on the accrual basis of accounting and converted to the cash basis for tax reporting. This has become an unnecessary burden for the accounting staff. The difference in net income between the two methods is immaterial. The accrual method of accounting more accurately reflects the actual timing of income.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03807753
IRS990/TotalAssetsEOYAmt04917584
IRS990/TotalAssetsGrp/BOYAmt03807753
IRS990/TotalAssetsGrp/EOYAmt04917584
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011518
IRS990/TotalEmployeeCnt091
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0546876
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02748146
IRS990/TotalFunctionalExpensesGrp/TotalAmt03295022
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0103449
IRS990/TotalLiabilitiesEOYAmt087787
IRS990/TotalLiabilitiesGrp/BOYAmt0103449
IRS990/TotalLiabilitiesGrp/EOYAmt087787
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03704304
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04829797
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01486
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01486
IRS990/TotalProgramServiceExpensesAmt02748146
IRS990/TotalProgramServiceRevenueAmt04338488
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04339586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04351104
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03807753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04917584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02820
IRS990/TravelGrp/ProgramServicesAmt03668
IRS990/TravelGrp/TotalAmt06488
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt066 Husted Lane
IRS990/USAddress/CityNm0Greenwich
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006830
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.oakalleyplantation.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Shelby Saer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum02252652151
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Alley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKA
ReturnHeader/Filer/EIN0726032652
ReturnHeader/Filer/PhoneNum02252652151
ReturnHeader/Filer/USAddress/AddressLine1Txt03645 Hwy 18
ReturnHeader/Filer/USAddress/CityNm0Vacherie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070090
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F896D9160B0FB8EDCFB6677469AEAA1068AC052
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F896D9160B0FB8EDCFB6677469AEAA1068AC052
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,917,584
Liabilities
$87,787
Net assets
$4,829,797
Revenue
$4,351,104
Expenses
$3,295,022
Net income
$1,056,082
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
2016Detailed filing. Detailed filing data is available for this year.$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