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Nonprofiteer
← BATON ROUGE AREA FOUNDATION

Form 990 for tax year 2022

Filed by BATON ROUGE AREA FOUNDATION.

Totals

Total revenue
$36,560,561
Total expenses
$40,794,024
Contributions and grants received
$24,091,095
Grants paid
$30,486,413
Program service revenue
$0
Investment income
$12,473,219
Other revenue
-$3,753
Total assets, end of year
$309,005,513
Total liabilities, end of year
$11,473,740
Net assets or fund balances, end of year
$297,531,773
Program services expenses (Part IX)
$34,876,990
Management and general expenses
$5,225,491
Fundraising expenses
$691,543
Program service expenses (Part III)
$34,876,990

Program services were 85.5% 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

    $145,837

  • 1d · Related organizations

    $2,405,791

  • 1f · All other contributions, gifts and grants

    $21,539,467

  • 1g · Noncash contributions included above

    $2,276,713

  • 3 · Investment income

    total $9,730,340 · unrelated business $630,991 · excluded $9,099,349

  • 6a · Gross rents

    real property $191,456

  • 6b · Less rental expenses

    real property $221,243

  • 6c · Rental income or loss

    real property -$29,787

  • 6d · Net rental income or loss

    total -$29,787 · excluded -$29,787

  • 7a · Gross sales of assets other than inventory

    securities $2,742,879

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $2,742,879

  • 7d · Net gain or loss

    total $2,742,879 · excluded $2,742,879

  • 8a · Fundraising events: gross income

    $87,582

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

    $145,837

  • 8b · Fundraising events: direct expenses

    $77,548

  • 8c · Net income from fundraising events

    total $10,034 · excluded $10,034

  • 11a · Other revenue: CONSULTING INCOME

    total $16,000 · unrelated business $16,000

  • 11e · Other revenue, total

    $16,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $29,755,602 · program services $29,755,602

  • 2 · Grants to domestic individuals

    total $294,491 · program services $294,491

  • 3 · Grants to foreign organizations and individuals

    total $436,320 · program services $436,320

  • 5 · Compensation of officers, directors and key employees

    total $1,692,041 · program services $681,632 · management and general $796,528 · fundraising $213,881

  • 7 · Other salaries and wages

    total $1,587,262 · program services $418,720 · management and general $1,051,112 · fundraising $117,430

  • 8 · Pension plan contributions

    total $409,203 · program services $137,550 · management and general $222,293 · fundraising $49,360

  • 9 · Other employee benefits

    total $39,546 · program services $13,270 · management and general $22,281 · fundraising $3,995

  • 10 · Payroll taxes

    total $202,028 · program services $67,789 · management and general $113,828 · fundraising $20,411

  • 11b · Fees: legal

    total $19,444 · program services $14,100 · management and general $4,854 · fundraising $490

  • 11c · Fees: accounting

    total $123,753 · program services $22,844 · management and general $100,909

  • 11d · Fees: lobbying

    total $80,000 · program services $80,000

  • 11f · Fees: investment management

    total $1,014,729 · management and general $1,014,729

  • 11g · Fees: other

    total $573,183 · program services $275,213 · management and general $214,177 · fundraising $83,793

  • 12 · Advertising and promotion

    total $21,413 · fundraising $21,413

  • 13 · Office expenses

    total $188,869 · program services $47,198 · management and general $69,160 · fundraising $72,511

  • 14 · Information technology

    total $209,601 · program services $56,336 · management and general $137,547 · fundraising $15,718

  • 16 · Occupancy

    total $467,076 · program services $175,726 · management and general $247,050 · fundraising $44,300

  • 17 · Travel

    total $60,350 · program services $39,418 · management and general $17,604 · fundraising $3,328

  • 19 · Conferences, conventions and meetings

    total $157,486 · program services $34,965 · management and general $112,162 · fundraising $10,359

  • 22 · Depreciation, depletion and amortization

    total $83,008 · program services $27,853 · management and general $46,769 · fundraising $8,386

  • 23 · Insurance

    total $102,079 · program services $34,252 · management and general $57,514 · fundraising $10,313

  • 24a · Other expenses: PROJECT EXPENSES

    total $2,252,218 · program services $2,252,218

  • 24b · Other expenses: UBI TAXES

    total $974,888 · management and general $974,888

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $33,093 · program services $11,281 · management and general $18,842 · fundraising $2,970

  • 24d · Other expenses: OTHER EXPENSES

    total $16,341 · program services $212 · management and general $3,244 · fundraising $12,885

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,900,574 · end of year $5,036,753

  • 2 · Savings and temporary cash investments

    beginning of year $27,242,410 · end of year $24,705,712

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $500

  • 4 · Accounts receivable

    beginning of year $671,623 · end of year $931,779

  • 7 · Other notes and loans receivable

    beginning of year $1,820,032 · end of year $3,631,095

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,354 · end of year $1,580

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

    $21,309,347

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

    $955,314

  • 10c · Land, buildings and equipment, net

    beginning of year $20,943,167 · end of year $20,354,033

  • 11 · Investments: publicly traded securities

    beginning of year $177,392,007 · end of year $149,215,858

  • 12 · Investments: other securities

    beginning of year $89,272,024 · end of year $89,824,310

  • 13 · Investments: program-related

    beginning of year $10,580,042 · end of year $10,006,339

  • 15 · Other assets

    beginning of year $6,158,609 · end of year $5,297,554

  • 17 · Accounts payable and accrued expenses

    beginning of year $380,067 · end of year $338,547

  • 18 · Grants payable

    beginning of year $2,068,114 · end of year $3,184,902

  • 19 · Deferred revenue

    beginning of year $3,822,798 · end of year $4,720,749

  • 23 · Secured mortgages and notes payable

    beginning of year -$251,172 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,871,073 · end of year $3,229,542

  • 27 · Net assets without donor restrictions

    beginning of year $214,199,051 · end of year $192,009,467

  • 28 · Net assets with donor restrictions

    beginning of year $116,924,911 · end of year $105,522,306

Mission and programs · 2022

Mission

BATON ROUGE AREA FOUNDATION UNITES HUMAN AND FINANCIAL RESOURCES TO ENHANCE THE QUALITY OF LIFE IN SOUTHERN LOUISIANA. TO ACHIEVE OUR MISSION, WE: SERVE DONORS TO BUILD THE ASSETS THAT DRIVE INITIATIVES AND SOLUTIONS; ENGAGE COMMUNITY LEADERS TO DEVELOP APPROPRIATE RESPONSES TO EMERGING OPPORTUNITIES AND CHALLENGES; PARTNER WITH ENTITIES FROM ALL SEGMENTS OF OUR SERVICE AREA, AS WELL AS WITH OTHER COMMUNITY FOUNDATIONS, IN ORDER TO LEVERAGE OUR COLLECTIVE RESOURCES AND CREATE THE CAPACITY TO BE A STIMULUS OF POSITIVE REGIONAL CHANGE; AND EVALUATE OUR WORK AND SHARE THE RESULTS WITH OUR STAKEHOLDERS.

Activities or mission (Part I)

FOUNDATION UNITES HUMAN & FINANCIAL RESOURCES TO ENHANCE QUALITY OF LIFE IN SOUTHERN LOUISIANA

  • SERVING THE BATON ROUGE AND SOUTH LOUISIANA AREA BY FUNDING VARIOUS NONPROFITS, PROGRAMS, AND PROJECTS BENEFITTING THE NEEDY AND THE COMMUNITY AS A WHOLE.

    Expenses $32,624,772 · Grants $30,486,413

  • SPONSORING AND ADMINISTERING A NUMBER OF PROGRAMS AND PROJECTS THAT ARE DEDICATED TO PROVIDING THE APPROPRIATE RESPONSE TO EMERGING COMMUNITY NEEDS SUCH AS FACILITATING INVESTMENTS AND PARTERNSHIPS AND COORDINATING PROCESSES TO IMPROVE THE EDUCATION OF PRIMARY AND SECONDARY STUDENTS THROUGHOUT SOUTH LOUISIANA; FACILITATING INVESTMENTS AND PARTERNSHIPS TO SUPPORT CITIES AND REGIONS CREATING POSITIVE IMPACT FOR PEOPLE, ORGANIZATIONS AND ECONOMIES NECESSARY TO BUILD SUSTAINABLE COMMUNITIES; SUPPORTING THE RESTORATION OF PUBLIC ART INSTALLATIONS THROUGHOUT THE GREATER BATON ROUGE AREA; SUPPORTING LIGO-LIVINGSTON (LASER INTERFEROMETER GRAVITATIONAL-WAVE OBSERVATORY) WHICH STUDIES AND DETECTS GRAVITATIONAL WAVES BY MEASURING DISTORTIONS IN SPACE AND TIME AND ITS SCIENCE EDUCATION ACTIVITIES; AND SUPPORTING A CULTURE OF HEALTH THROUGH THE ONGOING ACTIVITIES OF THE BATON ROUGE HEALTH DISTRICT.

    Expenses $2,252,218

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John G Davies

    PRESIDENT & CEO THROUGH MAR 2022

    Total calculated
    $726,521
    From this org
    $139,471
    From related orgs
    $550,428
    Other
    $36,622
    Hours/week
    35 + 25 related

    Schedule J breakdown matched by us

    Base
    $126,453 + $129,010 related
    Bonus
    $0
    Other
    $13,018 + $421,418 related
    Deferred
    $9,419 + $6,875 related
    Nontaxable benefits
    $2,871 + $17,457 related
    Filer's total
    $151,761 + $574,760 related

  • Christopher J Meyer

    PRESIDENT & CEO

    Total calculated
    $459,998
    From this org
    $434,790
    From related orgs
    $0
    Other
    $25,208
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

    Base
    $337,540
    Bonus
    $86,250
    Other
    $11,000
    Deferred
    $0
    Nontaxable benefits
    $25,208
    Filer's total
    $459,998

  • Jennifer Eplett Reilly

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey W Koonce

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Helena R Cunningham

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Daniel A Gardiner Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • William E Balhoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Annette D Barton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas J Adamek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rodney C Braxton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Preston J Castille Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beverly M Haydel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott N Hensgens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles W Lamar III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd S Manuel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tatiana Saavedra Patel MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda O Posner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew C Saurage

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicklos S Speyrer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen R Williams MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Francis C Jumonville Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • B Eugene Berry MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John M Spain

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $469,620
    From this org
    $418,395
    From related orgs
    $0
    Other
    $51,225
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $379,135
    Bonus
    $0
    Other
    $39,260
    Deferred
    $37,675
    Nontaxable benefits
    $13,550
    Filer's total
    $469,620

  • Edmund J Giering IV

    ASSISTANT SECRETARY

    Total calculated
    $286,099
    From this org
    $211,328
    From related orgs
    $0
    Other
    $74,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,692
    Bonus
    $0
    Other
    $26,636
    Deferred
    $45,459
    Nontaxable benefits
    $29,312
    Filer's total
    $286,099

  • Deborah D Pickell

    CHIEF FINANCIAL OFFICER.

    Total calculated
    $298,418
    From this org
    $238,440
    From related orgs
    $0
    Other
    $59,978
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $213,066
    Bonus
    $0
    Other
    $25,374
    Deferred
    $48,790
    Nontaxable benefits
    $11,188
    Filer's total
    $298,418

  • Mukul Verma

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $179,072
    From this org
    $149,424
    From related orgs
    $0
    Other
    $29,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,753
    Bonus
    $0
    Other
    $671
    Deferred
    $18,594
    Nontaxable benefits
    $11,054
    Filer's total
    $179,072

  • Brenna Benson

    CHIEF OPERATING OFFICER

    Total calculated
    $151,311
    From this org
    $128,428
    From related orgs
    $0
    Other
    $22,883
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $128,171
    Bonus
    $0
    Other
    $257
    Deferred
    $0
    Nontaxable benefits
    $22,883
    Filer's total
    $151,311

  • Lauren C Jumonville

    VICE PRESIDENT OF ENTERPRISE STRATEGY

    Total calculated
    $156,367
    From this org
    $112,027
    From related orgs
    $0
    Other
    $44,340
    Hours/week
    40

  • Raymond Prince

    FINANCIAL OPERATIONS MANAGER

    Total calculated
    $138,953
    From this org
    $113,431
    From related orgs
    $0
    Other
    $25,522
    Hours/week
    40

  • Lauren Crump

    VICE PRESIDENT OF NONPROFIT EXCELLENCE

    Total calculated
    $129,179
    From this org
    $104,531
    From related orgs
    $0
    Other
    $24,648
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
HEALTH CLUB DUES AND SOCIAL CLUB DUES FOR JOHN SPAIN, EDMUND GIERING, MUKUL VERMA AND BRENNA BENSON WERE PAID BY THE ORGANIZATION AND INCLUDED ON W-2 AS COMPENSATION.
PART I, LINE 4B
JOHN DAVIES PARTICIPATES IN A RELATED ORGANIZATION'S NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTIPANTS. JOHN DAVIES RECEIVED A $421,419 DISTRIBUTION FROM THE PLAN DURING THE TAX YEAR. EDMUND GIERING AND DEBORAH PICKELL PARTICIPATE IN AN IRC SECTION 457(F) DEFERRED COMPENSATION PLAN AS A RESULT OF HIS/HER EMPLOYMENT WITH BATON ROUGE AREA FOUNDATION. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTICIPANTS. THEY EARN 20% GROSS SALARY PER YEAR. THE BALANCE ACCUMULATED IN THE PLAN IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. NO DISTRIBUTIONS WERE RECEIVED FROM THE PLAN IN THE CURRENT YEAR.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LASALLE-GALVES LLC

    RENTAL · LA · income $83,355 · assets $86,296

    Directly controlled by BRAF

  • DOUGLAS MANSHIP SR THEATER COMPLEX LLC

    THEATER INV · LA · income -$554,975 · assets $10,352,763

    Directly controlled by BRAF

  • ALVIN & LOUISE ALBRITTON MEMORIAL FUND

    PROPERTY RENT · LA · income $454,037 · assets $16,701,157

    Directly controlled by BRAF

  • ALVIN & LOUISE ALBRITTON MEMORIAL FUNDII

    PROPERTY RENT · LA · income $84,598 · assets $3,380,345

    Directly controlled by BRAF

  • BRAF LEBLANC LLC

    PROPERTY RENT · LA · income $101 · assets $4,500

    Directly controlled by BRAF

  • STOREHOUSE 28 LLC

    PROPERTY RENT · LA · income $0 · assets $0

    Directly controlled by BRAF

  • BRAF CORNWALLIS LLC

    PROPERTY OWN · LA · income $0 · assets $1,856,868

    Directly controlled by BRAF

  • BRAF HUNT LLC

    PROPERTY OWN · LA · income $0 · assets $50,000

    Directly controlled by BRAF

  • 725 MAIN LLC

    PROPERTY OWN · LA · income $0 · assets $0

    Directly controlled by BRAF

  • CORNWALLIS NC CPDC LLC

    PROPERTY OWN · LA · income $0 · assets $0

    Directly controlled by BRAF CORNWAL

  • BRAF REEVES LLC

    PROPERTY OWN · LA · income $0 · assets $0

    Directly controlled by BRAF

  • BRAF STEVENS LLC

    PROPERTY OWN · LA · income $0 · assets $0

    Directly controlled by BRAF

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CPDC PROPERTIES LP

    REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • 5401 NORTH LLC

    REAL ESTATE · LA

    Directly controlled by WMF

  • 5401 NORTH INVESTMENTS III LLC

    REAL ESTATE · LA

    Directly controlled by WMF

  • 5401 CFN I LLC

    REAL ESTATE · LA

    Directly controlled by 5401 NORTH INVE

  • CPRT AMERICANA LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPRT

  • 5401 NORTH INVESTMENTS I

    N/A · REAL ESTATE · LA

    Directly controlled by CPRT

  • TRANSBIO VENTURES LP

    N/A · INVESTMENT · DE · 60% owned · share of income $193,868 · share of assets $3,599,252

    Directly controlled by BRAF

  • BCBC LAND LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • BCBC SHOPPES LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • CPRT QOF I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • CPRT QOZB I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • CPRT QOZB II LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • KANNAPOLIS CROSSING LP

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

Related corporations and trusts

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

  • CAPITOL HOUSE HOTEL LLC

    C · REAL ESTATE · LA

    Directly controlled by WMF

  • COMMERCIAL PROPERTIES REALTY TRUST

    C · REAL ESTATE · MD

    Directly controlled by WMF

  • COMMERCIAL PROPERTIES MGMT CORP

    C · REAL ESTATE MGMT · LA

    Directly controlled by WMF

  • COMMERCIAL PROPERTIES DEVELOPMENT CORP

    C · REAL ESTATE · LA

    Directly controlled by COM PROP MGT CO

  • BON CARRE CPDC II INC

    C · HOLDING CORP · LA

    Directly controlled by CP REALTY TRUST

  • CHARITABLE REMAINDER TRUSTS (8)

    T · INVESTMENT · LA

    Directly controlled by BRAF

  • CHARITABLE REMAINDER TRUST (1)

    T · INVESTMENT · NC

    Directly controlled by BRAF

  • CHARITABLE REMAINDER TRUST (3)

    T · INVESTMENT · LA

    Directly controlled by BRAF

  • GRAY FOX MINERAL CORPORATION

    S · INVESTMENT · LA · 100% owned · share of income $7,271 · share of assets $23,714 · controlled entity

    Directly controlled by BRAF

  • FRONT STREET CONDOMINIUM ASSOC INC

    C · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • 5401 NORTH COMMERCIAL OWNERS ASSOCIATION

    C · COMMERCIAL ASSN · NC

    Directly controlled by CP REALTY TRUST

Provenance

Return type
form_990
Tax year
2022
Filed
4 May 2023
IRS schema version
2022v5.0
Source object
202323189349311132

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