WEST BATON ROUGE HISTORICAL ASSOCIATION INC (EIN 237004720) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

TOM ACOSTA

Phone

2253362422

Tax Period

2024-01-01 to 2024-12-31

WEST BATON ROUGE HISTORICAL ASSOCIATION INC, founded in 1968, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $81K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $35K, a strong 43% operating margin.

Mission

THE MISSION OF THE WBR HISTORICAL ASSOCIATION, INC. IS TO PROMOTE AN INTEREST IN HISTORY, ESPECIALLY THAT OF WEST BATON ROUGE PARISH, BY ENCOURAGING RESEARCH AND COLLECTION OF MATERIALS ILLUSTRATING ACTIVITIES OF THE PARISH, AND BY PRESENTING PROGRAMS AT THE WBR MUSEUM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,866

Program Service Revenue $0

Investment Income $45,947

Other Revenue $12,745

TOTAL REVENUE $80,558

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,551

Other Expenses $34,601

TOTAL EXPENSES $45,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,558	$94,566	-0.1%
Expenses	$45,601	$63,726	-0.3%
Net Income	$34,957	$30,840	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSE ROCHE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY COCO	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
BETH KLEINPETER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FALCON	PRESIDENT	4.00	Officer Director	$0	$0	$0
KRISTY HAMMACK	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ANITA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
BILLY HEBERT	SECRETARY	1.00	Officer Director	$0	$0	$0
JESSE LEBLANC	DIRECTOR	1.00	Director	$0	$0	$0
KIM CALLEGAN	DIRECTOR	1.00	Director	$0	$0	$0
CLYDE ROBERTSON	DIRECTOR	4.00	Director	$0	$0	$0
KEN KAHAO	DIRECTOR	1.00	Director	$0	$0	$0
LEEDELL WOODS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS ACOSTA JR	TREASURER	4.00	Officer Director	$0	$0	$0
JANET SIMONEAUX	DIRECTOR	1.00	Director	$0	$0	$0
BO BRESS	DIRECTOR	1.00	Director	$0	$0	$0
MARY BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
LENNETTE LASSEIGNE	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$80,558	$45,601	$1,426,358	$34,957
2023	$94,566	$63,726	$1,340,781	$30,840
2022	$45,762	$44,272	$1,320,766	$1,490
2021	$84,842	$60,742	$1,365,639	$24,100
2020	$68,498	$67,934	$1,365,347	$564
2019	$62,581	$54,937	$1,323,762	$7,644
2018	$53,873	$67,203	$1,287,347	$-13,330

WEST BATON ROUGE HISTORICAL ASSOCIATION INC