West Feliciana Historical Society

EIN: 237042330 501(c)(3)

Saint Francisville, LA

Total Revenue
$175,634
Total Expenses
$172,350
Total Assets
$604,213
Net Assets
$601,400
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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
1971
Legal Domicile
LA
Principal Officer
Leigh Jones
Phone
2256356330
Tax Period
2023-01-01 to 2023-12-31

West Feliciana Historical Society, founded in 1971, is a small nonprofit that reported $176K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. Net assets of $601K represent 41 months of operating reserves.

Mission

Preservation of West Feliciana Parish History

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $77,044
Program Service Revenue $0
Investment Income $0
Other Revenue $98,590
TOTAL REVENUE $175,634

Expense Breakdown

Grants Paid $7,500
Salaries & Benefits $37,461
Fundraising Expenses $0
Program Expenses $172,350
Other Expenses $127,389
TOTAL EXPENSES $172,350

Year-over-Year Comparison

2023 2022 Change
Revenue $175,634 $98,685 +0.8%
Expenses $172,350 $114,832 +0.5%
Net Income $3,284 $-16,147 -1.2%
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

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Governance

Voting Members
11
Independent Members
11
Employees
1
Volunteers
N/A

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
4
$0
Total Directors
11
$34,095
Key Employees
1
$34,095
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kristy Small Executive Director 040.00
Director Key Emp Highest
$34,095 $0 $34,095
Sylvia Leake Director N/A
Director
$0 $0 $0
James R Leake Director N/A
Director
$0 $0 $0
Robert Butler Director N/A
Director
$0 $0 $0
Heather Spillman Treasurer 001.00
Officer Director
$0 $0 $0
Leigh Jones President 001.00
Officer Director
$0 $0 $0
Willia Parkerson Vice President N/A
Officer Director
$0 $0 $0
Thomas Temple Director N/A
Director
$0 $0 $0
Kellie David Secretary N/A
Officer Director
$0 $0 $0
Stewart Hughes Director N/A
Director
$0 $0 $0
Natalie Woodward Director N/A
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 No data No data No data No data
2023 $175,634 $172,350 $604,213 $3,284
2022 $98,685 $114,832 $600,524 $-16,147
2021 $65,530 $113,450 $617,763 $-47,920
2020 $73,140 $108,947 $666,360 $-35,807
2019 $152,408 $189,622 $702,133 $-37,214
2018 $474,818 $182,237 $739,189 $292,581
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