Civic Intelligence

Lowertown Blues Festival

EIN 30-0894497 • 501(c)3 • White Bear Lake, MN

Profile

To hold a civic blues concert as well as providing community focused outreach programs including clinics and workshops.

1266 Birch CourtWhite Bear Lake, MN 55110

www.lowertownbluesfestival.com

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 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-2.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-44%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,905 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,905 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin39th percentile

Revenue

Down

$66,795

Down $51,641 (-44%) from 2022

Expenses

Down

$68,700

Down $69,404 (-50%) from 2022

Net Income

Up

-$1,905

Up $17,763 (+90%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$80K$60K$40K$20K$0Assets 2016: $25,868Liabilities 2016: $0Net Assets 2016: $25,8682016Assets 2017: $5,898Liabilities 2017: $3,500Net Assets 2017: $2,3982017Assets 2018: $30,353Liabilities 2018: $0Net Assets 2018: $30,3532018Assets 2019: $3,729Liabilities 2019: $0Net Assets 2019: $3,7292019Assets 2020: $62,080Liabilities 2020: $0Net Assets 2020: $62,0802020Assets 2021: $21,573Liabilities 2021: $0Net Assets 2021: $21,5732021Assets 2022: $1,905Liabilities 2022: $0Net Assets 2022: $1,9052022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $179,567Expenses 2016: $153,699Net Income 2016: $25,8682016Revenue 2017: $123,484Expenses 2017: $146,954Net Income 2017: -$23,4702017Revenue 2018: $192,338Expenses 2018: $164,383Net Income 2018: $27,9552018Revenue 2019: $174,732Expenses 2019: $201,356Net Income 2019: -$26,6242019Revenue 2020: $86,320Expenses 2020: $27,969Net Income 2020: $58,3512020Revenue 2021: $81,879Expenses 2021: $122,386Net Income 2021: -$40,5072021Revenue 2022: $118,436Expenses 2022: $138,104Net Income 2022: -$19,6682022Revenue 2023: $66,795Expenses 2023: $68,700Net Income 2023: -$1,9052023

Highlighted filing

2023

Revenue$66,795
Expenses$68,700
Net Income-$1,905
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$66,795
Expenses
$68,700
Net income
-$1,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.67$0.69$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.18$1.38$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.82$1.22$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.86$0.28$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.75$2.01$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.92$1.64$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$1.23$1.47$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.80$1.54$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$66,795
Mission and Program Overview

Mission

To hold a civic blues concert as well as providing community focused outreach programs including clinics and workshops.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HELD A BLUES FESTIVAL TO PROMOTE BLUES AND EDUCATE THE PUBLIC.$0$64,751
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN R HECKLERDirectorPT$0--
MICHAEL ROGERSArtistic Director-$0--
JOHN BENNETTBoard Chair-$0--
SUZANNE LOVEJOYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lowertown Blues Festival
EIN
30-0894497
Phone
7633236910
Address
1266 BIRCH COURT, WHITE BEAR LAKE, MN 55110

Signing Officer

Name
Steven Heckler
Title
Director
Phone
7633236910
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
HECKLER & O'KEEFE CPAS PC
Address
200 KATONAH AVE SUITE 14A, KATONAH, NY 10536
Preparer
Michael Byrne CPA
Phone
9142329221
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 11.”

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

“Description: production fees. Amount: 28,440. Description: musician fees. Amount: 31,750. Description: advertising & promotion. Amount: 1,200. Description: office expenses. Amount: 1,049. Description: security. Amount: 4,561. Total to form 990-ez, line 16: 67,000.”

Raw XML Appendix169 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/PhoneNum07633236910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01671 VILLAGE TR E UNIT 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MAPLEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
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IRS990EZ/ContributionsGiftsGrantsEtcAmt066784
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IRS990EZ/GrossReceiptsAmt066795
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01905
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01905
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN R HECKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZANNE LOVEJOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ARTISTIC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt067000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD A CIVIC BLUES CONCERT AS WELL AS PROVIDING COMMUNITY FOCUSED OUTREACH PROGRAMS INCLUDING CLINICS AND WORKSHOPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HELD A BLUES FESTIVAL TO PROMOTE BLUES AND EDUCATE THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064751
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068700
IRS990EZ/TotalProgramServiceExpensesAmt064751
IRS990EZ/TotalRevenueAmt066795
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOWERTOWNBLUESFESTIVAL.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0108060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt086320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0117050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0443601
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026839
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0470440
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117050
IRS990ScheduleA/Total509Grp/TotalAmt0470440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0117050
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0470440
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
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRODUCTION FEES. AMOUNT: 28,440. DESCRIPTION: MUSICIAN FEES. AMOUNT: 31,750. DESCRIPTION: ADVERTISING & PROMOTION. AMOUNT: 1,200. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,049. DESCRIPTION: SECURITY. AMOUNT: 4,561. TOTAL TO FORM 990-EZ, LINE 16: 67,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN HECKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07633236910
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWERTOWN BLUES FESTIVAL
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0300894497
ReturnHeader/Filer/PhoneNum07633236910
ReturnHeader/Filer/USAddress/AddressLine1Txt01266 BIRCH COURT
ReturnHeader/Filer/USAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132913243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HECKLER & O'KEEFE CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 KATONAH AVE SUITE 14A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KATONAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010536
ReturnHeader/PreparerPersonGrp/PhoneNum09142329221
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BYRNE CPA
ReturnHeader/ReturnTs02024-11-04T08:56:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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