INVEST IN LOUISIANA

BATON ROUGE, LA, 70806-6117 (225) 614-9126 Est. 2013 EIN 46-3872778
W01 - Alliances & Advocacy 990 - Public charity return 501(c)(3)
www.labudget.org

Mission

TO PROVIDE SOUND ANALYSIS OF STATE FISCAL ISSUES TO PROMOTE ECONOMIC PROSPERITY, A RISING STANDARD OF LIVING, AND THE OPPORTUNITY FOR ALL CITIZENS TO REACH THEIR HIGHEST POTENTIAL.

Giving Portfolio

Total Grants
10
Total Giving
$671K
Recipients
10
Years Active
2020 - 2024
Avg grant: $70,485 Median: $56,765

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20244$258K $64K13
20234$238K $60K40
20202$175K $88K20

Sectors Funded

Health Care
4
Public & Societal Benefit
2
Civil Rights & Advocacy
2

Top States

Louisiana
10

Grantee Size Profile

$5M - $10M
3
$1M - $5M
1

Top Grantees

Grants Awarded · 10 grants

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Financials

Total Revenue
$2,571,501
Total Expenses
$2,404,269
Net Assets
$3,472,051
18 employees
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
17.3 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 45.7%
Expenses ↑ 49.5%
Revenue Sources
Contributions 95.0% Investment 3.1% Other 2.0%
Expense Breakdown
Program 80.5% Management 16.8% Fundraising 2.7%

Officers & Trustees (9)

Individual compensation is available on Grow plans.

Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$2,571,501 ↑$2,404,269$3,472,051
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$1,764,996 ↓$1,608,432$3,504,874
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$2,807,676 ↑$1,132,722$3,348,310
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$1,776,010 ↑$986,910$1,624,361
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$520,250 $565,603$833,058

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EIN: 46-3872778 · Source: IRS Form 990 e-file data