Civic Intelligence

Pennsylvania Jazz Collective

EIN 27-4513568 • 501(c)3 • Bethlehem, PA

Profile

Organized to foster jazz appreciation through regular series of educational initiatives, public performances and special programs

5823 Monocacy DrBethlehem, PA 18017

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

52nd percentile

2.3%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$11,450

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

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

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,053

Up $1,794 (+22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$10,053

Up $1,794 (+22%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$76,695

Up $11,620 (+18%) from 2017

Expenses

Up

$74,901

Up $2,148 (+3.0%) from 2017

Net Income

Up

$1,794

Up $9,472 (+123%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $814Net Assets 2012: $8142012Assets 2013: $2,201Net Assets 2013: $2,2012013Assets 2014: $2,690Net Assets 2014: $2,6902014Assets 2015: $17,050Net Assets 2015: $17,0502015Assets 2016: $15,937Net Assets 2016: $15,9372016Assets 2017: $8,259Net Assets 2017: $8,2592017Assets 2018: $10,053Net Assets 2018: $10,0532018

Highlighted filing

2018

Assets$10,053
Liabilities-
Net Assets$10,053
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2012: $15,710Expenses 2012: $15,604Net Income 2012: $1062012Revenue 2013: $13,798Expenses 2013: $12,411Net Income 2013: $1,3872013Revenue 2014: $12,272Expenses 2014: $11,783Net Income 2014: $4892014Revenue 2015: $44,726Expenses 2015: $30,366Net Income 2015: $14,3602015Revenue 2016: $87,308Expenses 2016: $88,421Net Income 2016: -$1,1132016Revenue 2017: $65,075Expenses 2017: $72,753Net Income 2017: -$7,6782017Revenue 2018: $76,695Expenses 2018: $74,901Net Income 2018: $1,7942018

Highlighted filing

2018

Revenue$76,695
Expenses$74,901
Net Income$1,794
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$10,053
Liabilities
-
Net assets
$10,053
Revenue
$76,695
Expenses
$74,901
Net income
$1,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$10.1$10.1$76.7$74.9$1.79
2017Detailed filing. Detailed filing data is available for this year.$8.26$8.26$65.1$72.8$7.68
2016Detailed filing. Detailed filing data is available for this year.$15.9$15.9$87.3$88.4$1.11
2015Detailed filing. Detailed filing data is available for this year.$17.1$17.1$44.7$30.4$14.4
2014Detailed filing. Detailed filing data is available for this year.$2.69$2.69$12.3$11.8$0.49
2013Detailed filing. Detailed filing data is available for this year.$2.20$2.20$13.8$12.4$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.81$15.7$15.6$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$76,695
Mission and Program Overview

Mission

Organized to foster jazz appreciation through regular series of educational initiatives, public performances and special programs

Program Services

DescriptionGrantsExpenses
Organized to foster jazz appreciation through regular series of educational initiatives, public performances, and special programs--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave RothPresidentPT$0--
Ronald Bogart JrVice PresidentPT$0--
Stanley GolaszewskiSecretaryPT$0--
Brian BortzTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pennsylvania Jazz Collective
EIN
27-4513568
Phone
6102175536
Address
5823 Monocacy Dr, Bethlehem, PA 18017

Signing Officer

Name
Dave Roth
Title
President
Signed
2019-10-01
Discuss with paid preparer
Yes

Preparer

Firm
James P Weiss & Associates LLC
Address
561 MAIN ST, BETHLEHEM, PA 18018
Preparer
James P Weiss
Phone
6108656610
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1949”

Other Expenses.1002

“Office Expenses $3134”

Other Expenses.1005

“Travel $1603”

Other Expenses.1009

“Depreciation $905”

Other Expenses.1012

“Insurance $303”

Other Expenses.1

“Artist Honorarium $11165”

Other Expenses.2

“Program expenses $9095”

Other Expenses.3

“Theft loss $8262”

Other Expenses.4

“Director fees $7550”

Other Expenses.5

“Award prizes $3127”

Other Expenses.6

“CD production $2100”

Other Expenses.7

“Miscellaneous $1065”

Other Expenses.8

“Meals $1050”

Other Expenses.10

“Website $472”

Other Expenses.11

“Licenses $332”

Other Assets.1003

“Machinery and Equipment - Beginning $4072 Machinery and Equipment - Ending $3236”

Other Assets.1007

“Receivables-Officers, Directors, Etc. - Beginning $2016 Receivables-Officers, Directors, Etc. - Ending $0”

Raw XML Appendix188 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Brian Bortz
IRS990EZ/BooksInCareOfDetail/PhoneNum06102175536
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05823 Monocacy Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bethlehem
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06817
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069760
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01794
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0636
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08259
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010053
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08259
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010053
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08259
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010053
IRS990EZ/OccupancyRentUtltsAndMaintAmt0593
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dave Roth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ronald Bogart Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stanley Golaszewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Brian Bortz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06088
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03236
IRS990EZ/OtherExpensesTotalAmt052112
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organized to foster jazz appreciation through regular series of educational initiatives, public performances and special programs
IRS990EZ/PrintingPublicationsPostageAmt0620
IRS990EZ/ProgramServiceRevenueAmt06932
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organized to foster jazz appreciation through regular series of educational initiatives, public performances, and special programs
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020940
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074901
IRS990EZ/TotalRevenueAmt076695
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0237690
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048383
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0286073
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012272
IRS990ScheduleA/Total509Grp/TotalAmt0286073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012272
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Artist Honorarium $11165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program expenses $9095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Theft loss $8262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Director fees $7550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Award prizes $3127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CD production $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $1065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Meals $1050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Website $472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Licenses $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $4072 Machinery and Equipment - Ending $3236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Receivables-Officers, Directors, Etc. - Beginning $2016 Receivables-Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1007
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dave Roth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pennsylvania Jazz Collective
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0274513568
ReturnHeader/Filer/PhoneNum06102175536
ReturnHeader/Filer/USAddress/AddressLine1Txt05823 Monocacy Dr
ReturnHeader/Filer/USAddress/CityNm0Bethlehem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272579228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES P WEISS & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0561 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018018
ReturnHeader/PreparerPersonGrp/PhoneNum06108656610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James P Weiss
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-01T07:56:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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