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← WHITNEY INSTITUTE

Form 990 for tax year 2024

Filed by WHITNEY INSTITUTE.

Totals

Total revenue
$2,309,759
Total expenses
$2,241,707
Contributions and grants received
$383,592
Grants paid
$0
Program service revenue
$1,618,334
Investment income
$38,804
Other revenue
$269,029
Total assets, end of year
$1,494,106
Total liabilities, end of year
$41,953
Net assets or fund balances, end of year
$1,452,153
Program services expenses (Part IX)
$2,026,000
Management and general expenses
$212,862
Fundraising expenses
$2,845
Program service expenses (Part III)
$2,026,000

Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $101,729

  • 1f · All other contributions, gifts and grants

    $281,863

  • 2a · Program service revenue: MUSEUM ADMISSIONS

    total $1,618,334 · related or exempt $1,618,334

  • 3 · Investment income

    total $38,804 · excluded $38,804

  • 6a · Gross rents

    real property $2,050

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $2,050

  • 6d · Net rental income or loss

    total $2,050 · excluded $2,050

  • 8a · Fundraising events: gross income

    $27,300

  • 8a · Fundraising events: contributions included on line 1c

    $101,729

  • 8b · Fundraising events: direct expenses

    $77,316

  • 8c · Net income from fundraising events

    total -$50,016 · excluded -$50,016

  • 10a · Gross sales of inventory

    $715,075

  • 10b · Cost of goods sold

    $403,413

  • 10c · Net income from sales of inventory

    total $311,662 · related or exempt $311,662

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $5,333 · related or exempt $5,333

  • 11e · Other revenue, total

    $5,333

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $154,056 · program services $92,434 · management and general $61,622

  • 7 · Other salaries and wages

    total $1,032,364 · program services $1,032,364

  • 8 · Pension plan contributions

    total $27,352 · program services $27,352

  • 9 · Other employee benefits

    total $115,654 · program services $115,654

  • 10 · Payroll taxes

    total $95,363 · program services $95,363

  • 11c · Fees: accounting

    total $56,812 · management and general $56,812

  • 11g · Fees: other

    total $96,234 · program services $60,048 · management and general $36,186

  • 12 · Advertising and promotion

    total $87,426 · program services $87,426

  • 13 · Office expenses

    total $13,046 · management and general $13,046

  • 14 · Information technology

    total $8,589 · management and general $8,589

  • 16 · Occupancy

    total $301,672 · program services $301,672

  • 17 · Travel

    total $9,136 · program services $9,136

  • 19 · Conferences, conventions and meetings

    total $22,900 · management and general $22,900

  • 20 · Interest

    total $38 · management and general $38

  • 22 · Depreciation, depletion and amortization

    total $33,605 · program services $33,605

  • 23 · Insurance

    total $8,019 · management and general $8,019

  • 24a · Other expenses: DIRECT PROGRAM EXPENSES

    total $106,434 · program services $106,434

  • 24b · Other expenses: PAYROLL PROCESSING FEES

    total $32,107 · program services $32,107

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $17,421 · program services $17,421

  • 24d · Other expenses: SECURITY

    total $9,073 · program services $9,073

  • 24e · All other expenses

    total $14,406 · program services $5,911 · management and general $5,650 · fundraising $2,845

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $584,849 · end of year $579,700

  • 3 · Pledges and grants receivable

    beginning of year $2,000 · end of year $0

  • 4 · Accounts receivable

    beginning of year $93,623 · end of year $67,009

  • 8 · Inventories for sale or use

    beginning of year $49,078 · end of year $65,376

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $1,690

  • 10a · Land, buildings and equipment: cost or other basis

    $293,973

  • 10b · Land, buildings and equipment: accumulated depreciation

    $156,532

  • 10c · Land, buildings and equipment, net

    beginning of year $116,796 · end of year $137,441

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $642,890

  • 12 · Investments: other securities

    beginning of year $613,946 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $66,541 · end of year $41,953

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,393,751 · end of year $1,452,153

Mission and programs · 2024

Mission

THE WHITNEY INSTITUTE EDUCATES THE PUBLIC ABOUT THE HISTORY AND LEGACIES OF SLAVERY IN THE UNITED STATES.

Activities or mission (Part I)

THE INSTITUTE HOSTS TOURS, EXHIBITS AND PROGRAMS AT THE MUSEUM AND HISTORIC SITE.

  • THE OPERATION AND TOURS OF THE WHITNEY PLANTATION.

    Expenses $2,026,000 · Revenue $1,935,329

As filed on the 2024 return.

Listed in Part VII

  • Donna Cummings

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10 + 1 related

  • Carolyn Jefferson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Patrick Vance

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kirk Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gerri Hobdy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michele Breirre

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheri Ausberry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Delpit

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cirecie Olatunji

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Haywood Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Rogers

    EXECUTIVE DIRECTOR

    Total calculated
    $154,056
    From this org
    $140,746
    From related orgs
    $0
    Other
    $13,310
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $116,781
    Bonus
    $16,872
    Other
    $7,093
    Deferred
    $4,043
    Nontaxable benefits
    $9,267
    Filer's total
    $154,056

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WHITNEY PLANTATION MUSEUM

    501(C)(3) · MANAGEMENT OF WHITNEY PLANTATION MUSEUM · LA · controlled entity

    Directly controlled by THE WHITNEY INSTITUTE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WHITNEY HERITAGE PLANTATION CORP

    C · MANAGEMENT OF WHITNEY PLANTATION · LA

    Directly controlled by WHITNEY PLANTATION MUSEUM

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202503189349306385

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