Civic Intelligence

Chippewa Valley Jazz Orchestra Inc.

EIN 27-2896850 • 501(c)3 • Eau Claire, WI

Pub. 78 Eligible990-N Coverage

Profile

To support and promote the creation, performance and enjoyment of jazz music in the chippewa valley of wisconsin.

2905 Boston DriveEau Claire, WI 54703

www.chippewajazz.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$14,030

Up $3,714 (+36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$14,030

Up $3,714 (+36%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Up

$24,753

Up $4,845 (+24%) from 2016

Expenses

Up

$21,039

Up $3,841 (+22%) from 2016

Net Income

Up

$3,714

Up $1,004 (+37%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2013: $2,591Liabilities 2013: $0Net Assets 2013: $2,5912013Assets 2014: $5,523Liabilities 2014: $0Net Assets 2014: $5,5232014Assets 2015: $7,606Liabilities 2015: $0Net Assets 2015: $7,6062015Assets 2016: $10,316Liabilities 2016: $0Net Assets 2016: $10,3162016Assets 2017: $14,030Liabilities 2017: $0Net Assets 2017: $14,0302017

Highlighted filing

2017

Assets$14,030
Liabilities$0
Net Assets$14,030
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2013: $12,926Expenses 2013: $11,406Net Income 2013: $1,5202013Revenue 2014: $17,123Expenses 2014: $14,191Net Income 2014: $2,9322014Revenue 2015: $22,701Expenses 2015: $20,618Net Income 2015: $2,0832015Revenue 2016: $19,908Expenses 2016: $17,198Net Income 2016: $2,7102016Revenue 2017: $24,753Expenses 2017: $21,039Net Income 2017: $3,7142017

Highlighted filing

2017

Revenue$24,753
Expenses$21,039
Net Income$3,714
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,030
Liabilities
$0
Net assets
$14,030
Revenue
$24,753
Expenses
$21,039
Net income
$3,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$24.8$21.0$3.71
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$19.9$17.2$2.71
2015Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$22.7$20.6$2.08
2014Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$17.1$14.2$2.93
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$12.9$11.4$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Gross Receipts
$24,753
Mission and Program Overview

Mission

To support and promote the creation, performance and enjoyment of jazz music in the chippewa valley of wisconsin.

Program Services

DescriptionGrantsExpenses
HELD HONORS CONCERT WITH GUEST ARTISTS.$0$8,498
HELD CHRISTMAS CONCERT.$0$5,598
HELD JAZZ CONCERTS WITH GUEST ARTISTS.$0$5,432
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY PETERSONPresident-$0--
LINDA JOHNDirector-$0--
LARRY ZORNTreasurer-$0--
JEN JACOBSONDirector-$0--
JAMES HANKEDirector-$0--
DEB MARSHALLVice President-$0--
DEBBIE CAMPBELLDirector-$0--
MATTHEW CORNETTADirector-$0--
KARLA FIEDLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Chippewa Valley Jazz Orchestra Inc
EIN
27-2896850
Phone
7158363641
Address
2905 BOSTON DRIVE, EAU CLAIRE, WI 54703

Signing Officer

Name
Larry Zorn
Title
Treasurer
Phone
7155775684
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Ruder Ware Llsc
Address
PO BOX 187, EAU CLAIRE, WI 54702
Preparer
Randi L Osberg
Phone
7158343425
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: association of concert bands. Amount: 275. Description: honorariums. Amount: 6,365. Description: concert expense - food/travel. Amount: 3,336. Description: state farm insurance. Amount: 475. Description: dmi sound. Amount: 1,200. Description: contract marketing. Amount: 2,659. Description: music purchase. Amount: 493. Description: sales tax. Amount: 561. Description: annual filing fees. Amount: 64. Description: facility fee. Amount: 1,820. Description: commission. Amount: 598. Description: storage fees. Amount: 22. Description: ecrac payment. Amount: 346. Description: miscellaneous. Amount: 125. Total to form 990-ez, line 16: 18,339.”

Raw XML Appendix182 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEOFFREY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA JOHN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN JACOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES HANKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND PROMOTE THE CREATION, PERFORMANCE AND ENJOYMENT OF JAZZ MUSIC IN THE CHIPPEWA VALLEY OF WISCONSIN.
IRS990EZ/ProgramServiceRevenueAmt012590
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HELD JAZZ CONCERTS WITH GUEST ARTISTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HELD CHRISTMAS CONCERT.
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHIPPEWAJAZZ.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08542
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036136
IRS990ScheduleA/TotalSupportAmt036136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ASSOCIATION OF CONCERT BANDS. AMOUNT: 275. DESCRIPTION: HONORARIUMS. AMOUNT: 6,365. DESCRIPTION: CONCERT EXPENSE - FOOD/TRAVEL. AMOUNT: 3,336. DESCRIPTION: STATE FARM INSURANCE. AMOUNT: 475. DESCRIPTION: DMI SOUND. AMOUNT: 1,200. DESCRIPTION: CONTRACT MARKETING. AMOUNT: 2,659. DESCRIPTION: MUSIC PURCHASE. AMOUNT: 493. DESCRIPTION: SALES TAX. AMOUNT: 561. DESCRIPTION: ANNUAL FILING FEES. AMOUNT: 64. DESCRIPTION: FACILITY FEE. AMOUNT: 1,820. DESCRIPTION: COMMISSION. AMOUNT: 598. DESCRIPTION: STORAGE FEES. AMOUNT: 22. DESCRIPTION: ECRAC PAYMENT. AMOUNT: 346. DESCRIPTION: MISCELLANEOUS. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 16: 18,339.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/Filer/EIN0272896850
ReturnHeader/Filer/PhoneNum07158363641
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDI L OSBERG
ReturnHeader/ReturnTs02018-05-02T13:27:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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