Civic Intelligence

Preservation Hall Foundation Inc.

990PF • Fiscal year 2018 • EIN 27-2910626

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.PRESHALLFOUNDATION.ORG
726 Saint Peter StreetNew Orleans, LA 70116

(504) 522-2841

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.13x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-2.5%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-9.3%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$289,531

Down $29,825 (-9.3%) from 2017

Net Assets

Down

$252,660

Down $29,730 (-11%) from 2017

Liabilities

Down

$36,871

Down $95 (-0.3%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin32nd percentile

Revenue

Up

$1,199,119

Up $139,260 (+13%) from 2017

Expenses

Up

$1,228,849

Up $377,260 (+44%) from 2017

Net Income

Down

-$29,730

Down $238,000 (-114%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2013: $8,801Liabilities 2013: $15,898Net Assets 2013: -$7,0972013Assets 2014: $125,058Liabilities 2014: $586Net Assets 2014: $124,4722014Assets 2015: $315,343Liabilities 2015: $32,525Net Assets 2015: $282,8182015Assets 2016: $100,659Liabilities 2016: $28,106Net Assets 2016: $72,5532016Assets 2017: $319,356Liabilities 2017: $36,966Net Assets 2017: $282,3902017Assets 2018: $289,531Liabilities 2018: $36,871Net Assets 2018: $252,6602018Assets 2019: $245,986Liabilities 2019: $69,838Net Assets 2019: $176,1482019Assets 2020: $2,027,145Liabilities 2020: $288,747Net Assets 2020: $1,738,3982020Assets 2021: $2,657,700Liabilities 2021: $195,235Net Assets 2021: $2,462,4652021Assets 2022: $3,942,943Liabilities 2022: $88,788Net Assets 2022: $3,854,1552022Assets 2023: $8,643,360Liabilities 2023: $4,966,204Net Assets 2023: $3,677,1562023Assets 2024: $9,268,903Liabilities 2024: $4,784,801Net Assets 2024: $4,484,1022024

Highlighted filing

2018

Assets$289,531
Liabilities$36,871
Net Assets$252,660
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $73,681Expenses 2013: $59,349Net Income 2013: $14,3322013Revenue 2014: $325,843Expenses 2014: $194,274Net Income 2014: $131,5692014Revenue 2015: $754,371Expenses 2015: $593,775Net Income 2015: $160,5962015Revenue 2016: $589,750Expenses 2016: $800,015Net Income 2016: -$210,2652016Revenue 2017: $1,059,859Expenses 2017: $851,589Net Income 2017: $208,2702017Revenue 2018: $1,199,119Expenses 2018: $1,228,849Net Income 2018: -$29,7302018Revenue 2019: $1,228,724Expenses 2019: $1,298,460Net Income 2019: -$69,7362019Revenue 2020: $3,416,287Expenses 2020: $1,863,614Net Income 2020: $1,552,6732020Revenue 2021: $2,671,447Expenses 2021: $1,961,125Net Income 2021: $710,3222021Revenue 2022: $3,211,491Expenses 2022: $1,875,805Net Income 2022: $1,335,6862022Revenue 2023: $2,092,940Expenses 2023: $2,275,826Net Income 2023: -$182,8862023Revenue 2024: $4,080,616Expenses 2024: $3,273,670Net Income 2024: $806,9462024

Highlighted filing

2018

Revenue$1,199,119
Expenses$1,228,849
Net Income-$29,730
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Preservation hall foundation protects, preserves, and perpetuates new orleans music through engaging and supporting musicians; providing support and services to elder members of our collective; conserving and sharing jazz music archives and spaces; providing educational experiences for students, families and the general public; and grantmaking to recognize merit and/or alleviate need.

Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ETHAN GRAHAMBoard Member-$0--
N SUNDIATA HALEYBoard Member-$0--
ALEXA PULITZERBoard Member-$0--
DR AARON WOLFSONPresident-$0--
DR JOHN WELLSSecretary-$0--
JEANETTE JAFFETreasurerPT$0--
BENJAMIN JAFFEChairmanPT$0--
Filing and Contact Details

Filer

Filer Name
Preservation Hall Foundation Inc
EIN
27-2910626
Phone
5045222841
Address
726 SAINT PETER STREET, NEW ORLEANS, LA 70116

Signing Officer

Name
Jeanette Jaffe
Title
Treasurer
Phone
5045222841
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wegmann Dazet & Company Apc
Address
111 VETERANS BLVD SUITE 800, METAIRIE, LA 70005
Preparer
Valerie Lowry
Phone
5048378844
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST INCOME AND FUNDRAISING EVENTS SUPPORT MUSIC EDUCATION, ACADEMIC RESEARCH, HISTORICAL ARCHIVING AND PROMOTIONAL OUTREACH CAMPAIGNS TO CREATE GREATER AWARENESS AND APPRECIATION FOR TRADITIONAL NEW ORLEANS JAZZ AND THE COMMUNITIES THAT SUPPORT IT.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,531
Liabilities
$36,871
Net assets
$252,660
Revenue
$1,199,119
Expenses
$1,228,849
Net income
-$29,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.27$4.78$4.48$4.08$3.27$0.81
2023Detailed filing. Detailed filing data is available for this year.$8.64$4.97$3.68$2.09$2.28$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.09$3.85$3.21$1.88$1.34
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.20$2.46$2.67$1.96$0.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.29$1.74$3.42$1.86$1.55
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.07$0.18$1.23$1.30$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.04$0.25$1.20$1.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.04$0.28$1.06$0.85$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.03$0.07$0.59$0.80$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.28$0.75$0.59$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.12$0.33$0.19$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.02$0.01$0.07$0.06$0.01