Oak Alley Foundation

EIN: 726032652 501(c)(3)

Vacherie, LA

Total Revenue
$4,661,412
Total Expenses
$3,813,067
Total Assets
$9,193,308
Net Assets
$9,141,316
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
LA
Principal Officer
Shelby Saer
Phone
2252652151
Tax Period
2024-01-01 to 2024-12-31

Oak Alley Foundation, founded in 1967, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2024. The organization ran a surplus of $848K, a strong 18% operating margin.

Mission

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 sixty-three (63) 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 164,954 visitors during 2022.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $4,217,112
Investment Income $228,199
Other Revenue $216,101
TOTAL REVENUE $4,661,412

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,477,390
Fundraising Expenses $0
Program Expenses $2,700,392
Other Expenses $1,335,677
TOTAL EXPENSES $3,813,067

Year-over-Year Comparison

2024 2023 Change
Revenue $4,661,412 $4,435,843 +0.1%
Expenses $3,813,067 $3,786,665 +0.0%
Net Income $848,345 $649,178 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
68
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
3
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Shelby M Saer Chairperson 2.00
Officer Director
$0 $0 $0
Odom Heebe Jr Treasurer 2.00
Officer Director
$0 $0 $0
Jonathan Mayhew Trustee 1.00
Director
$0 $0 $0
Walter E Blessey Jr Trustee 1.00
Director
$0 $0 $0
Robert A Vosbein Trustee 1.00
Director
$0 $0 $0
Ashley Dineen Secretary 2.00
Officer 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 $4,661,412 $3,813,067 $9,193,308 $848,345
2023 $4,435,843 $3,786,665 $8,419,785 $649,178
2022 $4,346,276 $3,495,347 $7,808,485 $850,929
2021 $3,515,106 $2,904,899 $6,820,737 $610,207
2020 $1,666,504 $3,445,327 $7,235,786 $-1,778,823
2019 $5,426,806 $4,158,126 $8,022,006 $1,268,680
2018 $4,961,296 $4,012,613 $6,756,856 $948,683
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