GRETNA HISTORICAL SOCIETY

EIN: 720795358 501(c)(3) Arts, Culture & Humanities

GRETNA, LA

Total Revenue
$179,802
Total Expenses
$216,951
Total Assets
$502,635
Net Assets
$502,635
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
LA
Phone
5048109402
Tax Period
2023-01-01 to 2023-12-31

GRETNA HISTORICAL SOCIETY, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $180K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $217K exceeded revenue, resulting in a 21% operating deficit.

Mission

Operate historic museum for the public. Conduct events highlighting items of historic significance. Carry on programs on historic education. Involvement in and support of local community preservation and restoration projects.

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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 $8,260
Program Service Revenue $18,147
Investment Income $8,563
Other Revenue $144,832
TOTAL REVENUE $179,802

Expense Breakdown

Grants Paid $4,600
Salaries & Benefits $43,377
Fundraising Expenses $0
Program Expenses $193,969
Other Expenses $168,974
TOTAL EXPENSES $216,951

Year-over-Year Comparison

2023 2022 Change
Revenue $179,802 $229,931 -0.2%
Expenses $216,951 $240,185 -0.1%
Net Income $-37,149 $-10,254 +2.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
20
Volunteers
20

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
$5,200
Total Directors
9
$8,470
Key Employees
2
$40,016
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Judy LeBlanc Director of Facilities 20.00
Key Emp
$31,546 $0 $31,546
Sarah Daigle Treasurer 10.00
Officer
$5,200 $0 $5,200
Lisa LaFrance President 10.00
Officer
$0 $0 $0
Ray Markase Vice President 10.00
Officer
$0 $0 $0
Sylvia Schwarz Recording Secretary 5.00
Officer
$0 $0 $0
Holly Lawson Corresponding Secretary 5.00
Director
$0 $0 $0
Stephanie Dieterich Archivist and Historian 5.00
Director
$0 $0 $0
Blaine Daigle Sergeant At Arms 5.00
Director
$0 $0 $0
Val Coles Parliamentarian 5.00
Director
$0 $0 $0
M Helen Williams Publicity and Communcations 10.00
Director
$0 $0 $0
Cheryl Amacker Board Member at Large 5.00
Director
$0 $0 $0
Monica Naquin Board Member at Large 5.00
Director
$0 $0 $0
Paul Coles Board Member at Large 5.00
Director
$0 $0 $0
Janet Parker Caretaker Assistant 10.00
Director Key Emp
$8,470 $0 $8,470
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 $179,802 $216,951 $502,635 $-37,149
2022 $229,931 $240,185 $539,884 $-10,254
2020 $202,179 $188,689 $456,076 $13,490
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