West Baton Rouge Historical Association Inc

Nonprofit profile at a glance

EIN
237004720
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Port Allen, LA, USA
Phone
2253362422
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities
Affiliation
Christianity

Official website

Reported finances

Revenue
$80,558
Expenses
$45,601
Assets
$1,426,358
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • ASHLEY COCO (VICE PRESIDENT)
  • BRIAN FALCON (PRESIDENT)

People named in this filing

  • ROSE ROCHE (DIRECTOR)
  • ASHLEY COCO (VICE PRESIDENT)
  • BETH KLEINPETER (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

Educating the west baton rouge parish and surrounding areas for the benefits of the general public and future generations.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 65% for direct work, and 35% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 93
  • Accountability: 76
  • Sustainability: 81
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56%; rating input score 56
  • Program expense ratio: 69.2%; rating input score 69
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 43.4%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 31.28; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 1.1% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 2.4% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 56% of revenue deployed · 69.2% of spending went to programs
  • Governance: 18 of 18 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $32K in reported program spending
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.