Civic Intelligence

Jazz Education Network

990 • Fiscal year 2016 • EIN 26-2880358

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

7542 Red Fox DriveEvergreen, CO 80439

(801) 787-1129

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$294,889

Up $27,513 (+10%) from 2015

Net Assets

Up

$294,889

Up $27,513 (+10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$370,292

Down $71,478 (-16%) from 2015

Expenses

Down

$342,779

Down $41,713 (-11%) from 2015

Net Income

Down

$27,513

Down $29,765 (-52%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $210,098Liabilities 2014: $0Net Assets 2014: $210,0982014Assets 2015: $267,376Liabilities 2015: $0Net Assets 2015: $267,3762015Assets 2016: $294,889Liabilities 2016: $0Net Assets 2016: $294,8892016Assets 2017: $334,408Liabilities 2017: $0Net Assets 2017: $334,4082017Assets 2018: $308,881Liabilities 2018: $388Net Assets 2018: $308,4932018Assets 2019: $343,104Liabilities 2019: $2,856Net Assets 2019: $340,2482019Assets 2020: $297,890Liabilities 2020: $28,405Net Assets 2020: $269,4852020Assets 2021: $323,239Liabilities 2021: $39,832Net Assets 2021: $283,4072021Assets 2022: $375,214Liabilities 2022: $28,892Net Assets 2022: $346,3222022Assets 2023: $321,750Liabilities 2023: $63,674Net Assets 2023: $258,0762023Assets 2024: $495,935Liabilities 2024: $67,066Net Assets 2024: $428,8692024

Highlighted filing

2016

Assets$294,889
Liabilities$0
Net Assets$294,889

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $355,194Expenses 2014: $321,636Net Income 2014: $33,5582014Revenue 2015: $441,770Expenses 2015: $384,492Net Income 2015: $57,2782015Revenue 2016: $370,292Expenses 2016: $342,779Net Income 2016: $27,5132016Revenue 2017: $491,053Expenses 2017: $451,534Net Income 2017: $39,5192017Revenue 2018: $512,627Expenses 2018: $525,051Net Income 2018: -$12,4242018Revenue 2019: $608,695Expenses 2019: $576,940Net Income 2019: $31,7552019Revenue 2020: $567,100Expenses 2020: $632,150Net Income 2020: -$65,0502020Revenue 2021: $379,076Expenses 2021: $365,154Net Income 2021: $13,9222021Revenue 2022: $724,320Expenses 2022: $619,282Net Income 2022: $105,0382022Revenue 2023: $562,075Expenses 2023: $650,321Net Income 2023: -$88,2462023Revenue 2024: $772,491Expenses 2024: $601,698Net Income 2024: $170,7932024

Highlighted filing

2016

Revenue$370,292
Expenses$342,779
Net Income$27,513
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$397,754
Mission and Program Overview

Mission

The jazz education network is dedicated to building the jazz arts community by advancing education, promoting performance, and developing new audiences.

The jazzed education network is dedicated to building the jazz arts community by advancing education, promoting performance and developing new audiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$267,376$294,889▲ $27,513
Cash and Non-Interest-Bearing Accounts$248,372$260,313▲ $11,941
Savings and Temporary Cash Investments$19,004--
Prepaid Expenses and Deferred Charges-$5,561-
Land, Buildings, and Equipment, Net$0$733▲ $733
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$267,376$294,889▲ $27,513
Other Assets Total$0$28,282▲ $28,282
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$267,376$294,889▲ $27,513
Total Liabilities and Net Assets / Fund Balance$267,376$294,889▲ $27,513

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$733$1,812$2,545
Other Assets Org$28,282--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew SurmaniPast President
Mary Jo PapichPast President
Bob SinicropePresident
Caleb ChapmanPresident - Elect
Bob BreithauptVice President
Dan FloresDirector
Daniel GregermanDirector
John ClaytonDirector
Rick DrummDirector
Sharon BirchDirector
Todd StollDirector
Tony WhiteDirector
Monika HerzigSecretary
Tim FellowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$165,942
Program Service Revenue
$216,421
Investment Income
$32
Other Revenue
$-12,103
All Other Contributions
$32,157
Change in Net Assets
$27,513

Audited Revenue Reconciliation

Revenue per Audited Statements
$370,292
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$27,462
Total Revenue per Audited Statements
$397,754
Total Revenue per Form 990
$370,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$129,090--$129,090
Fees for Services Management-$96,943-$96,943
Travel$1,617$37,777-$39,394
Fees for Services Accounting-$11,765-$11,765
Advertising-$10,708-$10,708
All Other Expenses$4,698$2,745-$7,443
Other Expenses$4,933$10,828-$4,933
Insurance$1,192$1,361-$2,553
Office Expenses-$1,103-$1,103
Depreciation Depletion-$489-$489
Total Functional Expenses$152,530$190,249$0$342,779

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$370,241
Expenses per Audited Statements$342,779
Total Expenses per Form 990$342,779
Expenses Not Reported on Form 990$27,462
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,462
Fundraising Gross Income$11,359
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The entire board will have the opportunity to look over the tax return prior to the return being filed

Form 990, Part VI, Section B, Line 12C

At each meeting the board is asked to disclose interests that could give rise to conflicts

Form 990, Part VI, Section B, Line 15B

The president selects from among the board of directors a personnel committee consisting of not less than five nor more than nine members. The personnel committee determines the amount to be offered to independent contractors for services to the organization

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request via e-mail or mail.

Filing and Contact Details

Filer

Filer Name
Jazz Education Network
EIN
26-2880358
Phone
8017871129
Address
7542 RED FOX DRIVE, EVERGREEN, CO 80439

Signing Officer

Name
Tim Fellows
Title
Treasurer
Phone
8017871129
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Fellow
Formed
2008
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Preparer
Arlene K Levin
Phone
8472054700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The company no longer discloses uncertain tax positions in its financial statements as allowed by recent fasb accounting guidance.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses

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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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IRS990/PrincipalOfficerNm0TIM FELLOW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711300
IRS990/ProgramServiceRevenueGrp/BusinessCd1711300
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/Desc02016 CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc12017 CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2SCHOLARSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0177621
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0177621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29000
IRS990/ProgSrvcAccomActy2Grp/Desc02017 TO BE HELD IN NEW ORLEANS, LOUISIANA: THE CONFERENCE IS DESIGNED TO BRING THE MEMBERSHIP TOGETHER, TO ADDRESS THE VARIOUS COMPONENTS OF THE JEN MISSION STATEMENT THROUGH BUILIDING THE JAZZ ARTS COMMUNITY. THE ANNUAL CONFERENCE HAS GROWN WITH EACH PASSING YEAR IN TERMS OF ATTENDANCE NUMBERS AND IN THE VARIOUS OFFERINGS TO THE MEMBERSHIP AND TO THE LOCAL/REGIONAL COMMUNITY IN WHICH THE CONFERENCE IS BEING HELD EACH YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0728
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt029800
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0178203
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029
IRS990/PYOtherExpensesAmt0384492
IRS990/PYOtherRevenueAmt01033
IRS990/PYProgramServiceRevenueAmt0262505
IRS990/PYRevenuesLessExpensesAmt057278
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0384492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0441770
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt027513
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0177618
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0267376
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0294889
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0165942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0178203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0151796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0123530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0707706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0131
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0280
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0185356
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0707706
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0165942
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0178203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0151796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0123530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088235
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0707706
IRS990ScheduleA/TotalSupportAmt0707986
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt027462
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0342779
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt028282
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WEBSITE DEVELOPMENT COST
IRS990ScheduleD/OtherExpensesIncludedAmt027462
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0733
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01812
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02545
IRS990ScheduleD/OtherRevenueAmt027462
IRS990ScheduleD/RevenueNotReportedAmt027462
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0370292
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMPANY NO LONGER DISCLOSES UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS AS ALLOWED BY RECENT FASB ACCOUNTING GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0733
IRS990ScheduleD/TotalBookValueOtherAssetsAmt028282
IRS990ScheduleD/TotalExpensesPerForm990Amt0342779
IRS990ScheduleD/TotalRevenuePerForm990Amt0370292
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0397754
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0370241
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE BOARD WILL HAVE THE OPPORTUNITY TO LOOK OVER THE TAX RETURN PRIOR TO THE RETURN BEING FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH MEETING THE BOARD IS ASKED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT SELECTS FROM AMONG THE BOARD OF DIRECTORS A PERSONNEL COMMITTEE CONSISTING OF NOT LESS THAN FIVE NOR MORE THAN NINE MEMBERS. THE PERSONNEL COMMITTEE DETERMINES THE AMOUNT TO BE OFFERED TO INDEPENDENT CONTRACTORS FOR SERVICES TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR MAIL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0267376
IRS990/TotalAssetsEOYAmt0294889
IRS990/TotalAssetsGrp/BOYAmt0267376
IRS990/TotalAssetsGrp/EOYAmt0294889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0165942
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0190249
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152530
IRS990/TotalFunctionalExpensesGrp/TotalAmt0342779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00

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