The Foundation for Historic Louisiana dba Preserve Louisiana (EIN 720642810) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Phone

2253872464

Tax Period

2019-01-01 to 2019-12-31

The Foundation for Historic Louisiana dba Preserve Louisiana, founded in 1963, is a small nonprofit that reported $214K in total revenue in fiscal year 2019. Revenue decreased 12% compared to the prior year. Expenses of $321K exceeded revenue, resulting in a 50% operating deficit.

Mission

The Foundation is committed to preserving the cultural and architectural heritage of Louisiana through advocacy, stewardship, and education and encourages community participation through a number of preservation programs.

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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%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $23,491

Program Service Revenue $177,481

Investment Income $12,060

Other Revenue $946

TOTAL REVENUE $213,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,980

Fundraising Expenses $13,127

Program Expenses $268,095

Other Expenses $178,639

TOTAL EXPENSES $320,619

Year-over-Year Comparison

	2019	2018	Change
Revenue	$213,978	$243,480	-0.1%
Expenses	$320,619	$288,640	+0.1%
Net Income	$-106,641	$-45,160	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Farleigh Jackson	Executive Director	40.00		$58,000	$0	$58,000
Nedra Hains	Secretary	0.00	Officer Director	$0	$0	$0
Katherine Diamond	Chair	0.00	Officer Director	$0	$0	$0
Joann Nixon	Director	0.00	Director	$0	$0	$0
Michael Wascom	Director	0.00	Director	$0	$0	$0
Michele Deshotels	Director	0.00	Director	$0	$0	$0
Heather Schultz	Treasurer	2.00	Officer Director	$0	$0	$0
Jacob Wilbert	Director	2.00	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
2019	$213,978	$320,619	$976,734	$-106,641
2018	$243,480	$288,640	$1,057,740	$-45,160

The Foundation for Historic Louisiana dba Preserve Louisiana