Civic Intelligence

Whitney Plantation Museum

990 • Fiscal year 2022 • EIN 83-2558430

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 05, 2024

Organization ProfileWWW.WHITNEYPLANTATION.ORG
5099 Highway 18Wallace, LA 70049

(225) 265-3300

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

153%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$130,715

Higher top officer pay than 54% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

33rd percentile

-4.0%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$9,207,614

Down $382,404 (-4.0%) from 2021

Net Assets

Down

$9,073,783

Down $413,465 (-4.4%) from 2021

Liabilities

Up

$133,831

Up $31,061 (+30%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$271,023

Down $547,676 (-198%) from 2021

Expenses

Down

$142,442

Down $48,508 (-25%) from 2021

Net Income

Down

-$413,465

Down $499,168 (-582%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$10M$5.0M$0Assets 2019: $9,454,800Liabilities 2019: $0Net Assets 2019: $9,454,8002019Assets 2020: $9,477,775Liabilities 2020: $76,230Net Assets 2020: $9,401,5452020Assets 2021: $9,590,018Liabilities 2021: $102,770Net Assets 2021: $9,487,2482021Assets 2022: $9,207,614Liabilities 2022: $133,831Net Assets 2022: $9,073,7832022Assets 2023: $9,419,424Liabilities 2023: $422,622Net Assets 2023: $8,996,8022023Assets 2024: $9,307,319Liabilities 2024: $470,090Net Assets 2024: $8,837,2292024

Highlighted filing

2022

Assets$9,207,614
Liabilities$133,831
Net Assets$9,073,783
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2019: $9,454,800Expenses 2019: $0Net Income 2019: $9,454,8002019Revenue 2020: -$47,005Expenses 2020: $6,250Net Income 2020: -$53,2552020Revenue 2021: $276,653Expenses 2021: $190,950Net Income 2021: $85,7032021Revenue 2022: -$271,023Expenses 2022: $142,442Net Income 2022: -$413,4652022Revenue 2023: $23,809Expenses 2023: $100,790Net Income 2023: -$76,9812023Revenue 2024: -$53,130Expenses 2024: $106,443Net Income 2024: -$159,5732024

Highlighted filing

2022

Revenue-$271,023
Expenses$142,442
Net Income-$413,465
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 5, 2024
Return Version
2022v5.0
Gross Receipts
$230,690
Mission and Program Overview

Mission

The organization's mission is to support the whitney institute. The whitney institute's mission is to educate the public about the history and legacies of slavery in the united states.

Whitney plantation museum is a supporting organization for the whitney institute, [cont'd on sch o] whose mission is to educate the public about the history and legacies of slavery in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,487,248$9,073,783▼ $413,465
Investments Program Related$6,580,651$4,392,578▼ $2,188,073
Land, Buildings, and Equipment, Net$2,759,217$3,539,377▲ $780,160
Accounts Receivable-$1,007,573-
Cash and Non-Interest-Bearing Accounts$250,150$160,028▼ $90,122
Inventories for Sale or Use-$108,058-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,590,018$9,207,614▼ $382,404
Liabilities
Other Liabilities$102,770$133,831▲ $31,061
Total Liabilities$102,770$133,831▲ $31,061
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,487,248$9,073,783▼ $413,465
Total Liabilities and Net Assets / Fund Balance$9,590,018$9,207,614▼ $382,404

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,854,013$834,463$3,688,476
Other Land Buildings$685,364$37,708$723,072
Investment Program Related Org$4,392,578--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleOtherTotal
Ashley RogersExecutive Director$130,715$130,715

Board Members and Trustees

NameTitle
Donna CummingsChair
Joan RhodesSecretary
Leonard HaynesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Architectural Preservation LLCHurricane Ida Repairs & Reconstruction39412 LOUISIANA 74, Gonzales, LA 70737$252,038
Revenue and Support

Revenue Composition

Contributions and Grants
$74,058
Program Service Revenue
$0
Investment Income
$-293,950
Other Revenue
$-51,131
All Other Contributions
$70,701
Change in Net Assets
$-413,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,442
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$129,886-$129,886
Other Expenses-$11,029-$11,029
Fees for Services Accounting-$1,421-$1,421
Office Expenses-$66-$66
Travel-$40-$40
Total Functional Expenses$0$142,442$0$142,442
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable - Whp$133,831
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 is made available to all members of the board prior to the filing of the return.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed and enforced by the board of directors on a periodic basis.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Whitney Plantation Museum
EIN
83-2558430
Phone
2252653300
Address
5099 HIGHWAY 18, WALLACE, LA 70049

Signing Officer

Name
Ashley Rogers
Title
Executive Director
Phone
2252653300
Signed
2024-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Rogers
Formed
2018
Legal Domicile
La
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
Cherish Van Mullem Jd Llm
Phone
5048355522
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 4, Line 8, and Line 10A

“Whitney heritage plantation corporation, a related organization, was the original owner of items included in the donation of stock and other assets on december 4, 2019 to whitney plantation museum. These items have remained dormant on the books of the corporation since the donation and the whitney plantation museum financials have been updated in 2022 to reflect the 2019 transaction. The items in question include $1,006,206 of cash that is due to whitney plantation museum, $108,058 of inventory, and collectibles of $1,073,809. Of the collectibles reported on whitney plantation museum's balance sheet in 2022, a small portion were sold at auction during the year, which is appropriately reflected on the statement of revenue.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ENFORCED BY THE BOARD OF DIRECTORS ON A PERIODIC BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHITNEY HERITAGE PLANTATION CORPORATION, A RELATED ORGANIZATION, WAS THE ORIGINAL OWNER OF ITEMS INCLUDED IN THE DONATION OF STOCK AND OTHER ASSETS ON DECEMBER 4, 2019 TO WHITNEY PLANTATION MUSEUM. THESE ITEMS HAVE REMAINED DORMANT ON THE BOOKS OF THE CORPORATION SINCE THE DONATION AND THE WHITNEY PLANTATION MUSEUM FINANCIALS HAVE BEEN UPDATED IN 2022 TO REFLECT THE 2019 TRANSACTION. THE ITEMS IN QUESTION INCLUDE $1,006,206 OF CASH THAT IS DUE TO WHITNEY PLANTATION MUSEUM, $108,058 OF INVENTORY, AND COLLECTIBLES OF $1,073,809. OF THE COLLECTIBLES REPORTED ON WHITNEY PLANTATION MUSEUM'S BALANCE SHEET IN 2022, A SMALL PORTION WERE SOLD AT AUCTION DURING THE YEAR, WHICH IS APPROPRIATELY REFLECTED ON THE STATEMENT OF REVENUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART X, LINE 4, LINE 8, AND LINE 10A
IRS990ScheduleR/AssetExchangeInd01
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0721460839
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANAGEMENT OF WHITNEY PLANTATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WHITNEY HERITAGE PLANTATION CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05099 HIGHWAY 18
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WALLACE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd070049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE WHITNEY INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0474417039
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TOURS, EXHIBITS AND PROGRAMS AT A MUSEUM AND HISTORIC SITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05099 HIGHWAY 18
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WALLACE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt060000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13357
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2133831
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt31006206
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt41181867
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE WHITNEY INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE WHITNEY INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WHITNEY HERITAGE PLANTATION MUSEUM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3WHITNEY HERITAGE PLANTATION MUSEUM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4WHITNEY HERITAGE PLANTATION MUSEUM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4I
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09590018
IRS990/TotalAssetsEOYAmt09207614
IRS990/TotalAssetsGrp/BOYAmt09590018
IRS990/TotalAssetsGrp/EOYAmt09207614
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt074058
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0142442
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142442
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0102770
IRS990/TotalLiabilitiesEOYAmt0133831
IRS990/TotalLiabilitiesGrp/BOYAmt0102770
IRS990/TotalLiabilitiesGrp/EOYAmt0133831
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09487248
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09073783
IRS990/TotalOtherCompensationAmt016490
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-293950
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-51131
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-271023
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09590018
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09207614
IRS990/TotReportableCompRltdOrgAmt0114225
IRS990/TravelGrp/ManagementAndGeneralAmt040
IRS990/TravelGrp/TotalAmt040
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05099 HIGHWAY 18
IRS990/USAddress/CityNm0WALLACE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070049
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.WHITNEYPLANTATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02252653300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITNEY PLANTATION MUSEUM
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0832558430
ReturnHeader/Filer/PhoneNum02252653300

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,207,614
Liabilities
$133,831
Net assets
$9,073,783
Revenue
-$271,023
Expenses
$142,442
Net income
-$413,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.31$0.47$8.84$0.05$0.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.42$0.42$9.00$0.02$0.10$0.08
2022Detailed filing. Detailed filing data is available for this year.$9.21$0.13$9.07$0.27$0.14$0.41
2021Detailed filing. Detailed filing data is available for this year.$9.59$0.10$9.49$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$9.48$0.08$9.40$0.05$0.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$9.45$0.00$9.45