Civic Intelligence

Cleveland Jazz Orchestra

990 • Fiscal year 2017 • EIN 34-1483824

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 22, 2018

Organization ProfileWWW.CLEVELANDJAZZ.ORG
29400 S Woodland RdPepper Pike, OH 44124

(216) 287-0945

Siviq Scores

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

Liabilities / Assets

94th percentile

0.91x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

85th percentile

$26,015

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

$58,112

No earlier filing loaded for comparison.

Net Assets

$5,384

No earlier filing loaded for comparison.

Liabilities

$52,728

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin10th percentile

Revenue

$305,797

No earlier filing loaded for comparison.

Expenses

$414,594

No earlier filing loaded for comparison.

Net Income

-$108,797

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2017: $58,112Liabilities 2017: $52,728Net Assets 2017: $5,3842017Assets 2018: $52,268Liabilities 2018: $9,647Net Assets 2018: $42,6212018Assets 2019: $126,960Liabilities 2019: $23,636Net Assets 2019: $103,3242019Assets 2020: $230,562Liabilities 2020: $24,419Net Assets 2020: $206,1432020Assets 2021: $240,303Liabilities 2021: $10,150Net Assets 2021: $230,1532021Assets 2022: $261,574Liabilities 2022: $21,726Net Assets 2022: $239,8482022Assets 2023: $414,948Liabilities 2023: $1,368Net Assets 2023: $413,5802023Assets 2024: $409,241Liabilities 2024: $32,328Net Assets 2024: $376,9132024

Highlighted filing

2017

Assets$58,112
Liabilities$52,728
Net Assets$5,384
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2017: $305,797Expenses 2017: $414,594Net Income 2017: -$108,7972017Revenue 2018: $261,508Expenses 2018: $224,271Net Income 2018: $37,2372018Revenue 2019: $287,813Expenses 2019: $227,110Net Income 2019: $60,7032019Revenue 2020: $273,610Expenses 2020: $170,790Net Income 2020: $102,8202020Revenue 2021: $152,422Expenses 2021: $128,411Net Income 2021: $24,0112021Revenue 2022: $252,407Expenses 2022: $242,713Net Income 2022: $9,6942022Revenue 2023: $295,031Expenses 2023: $326,753Net Income 2023: -$31,7222023Revenue 2024: $351,397Expenses 2024: $405,739Net Income 2024: -$54,3422024

Highlighted filing

2017

Revenue$305,797
Expenses$414,594
Net Income-$108,797
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 22, 2018
Return Version
2016v3.1
Gross Receipts
$310,097
Mission and Program Overview

Mission

The mission of the cleveland jazz orchestra is the advancement of the big band through jazz performances, education and creative encouragement for musicians and patrons of diverse ages and backgrounds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$131,894$34,618▼ $97,276
Cash and Non-Interest-Bearing Accounts$6,344$23,494▲ $17,150
Inventories for Sale or Use$9,423--
Total Assets$147,661$58,112▼ $89,549
Liabilities
Accounts Payable and Accrued Expenses$28,680$51,728▲ $23,048
Deferred Revenue$4,800$1,000▼ $3,800
Total Liabilities$33,480$52,728▲ $19,248
Net Assets / Fund Balance
Unrestricted Net Assets$114,181$5,384▼ $108,797
Total Net Assets Fund Balance$114,181$5,384▼ $108,797
Total Liabilities and Net Assets / Fund Balance$147,661$58,112▼ $89,549
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul FergusonArtistic DirectorPT$26,015$26,015
Kenny KoblitzExecutive DiFT$18,833$18,833
Colleen ShermanManaging DirectorPT$12,223$12,223
John MurphyManaging DirectorPT$4,115$4,115

Board Members and Trustees

NameTitle
John KarkosiakPresident
Barbara BeckerTrustee
Eric DanielTrustee
Evie BramanTrustee
Gwendolyn BryantTrustee
Jeff MihalichTrustee
Joe MosbrookTrustee
Jonathan GiblinTrustee
Marc PaigeTrustee
Musette VincentTrustee
Trina TrillTrustee
David GedeonTreasurer
Joel BrolmanVP of Govern
Revenue and Support

Revenue Composition

Contributions and Grants
$142,494
Program Service Revenue
$156,127
Investment Income
$0
Other Revenue
$7,176
All Other Contributions
$95,796
Change in Net Assets
$-108,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,534
Salaries, Compensation, and Employee Benefits$198,060
Total Fundraising Expense$7,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$134,440$12,223-$146,663
Current Officers, Directors, Trustees, and Key Employees$32,293$10,393$6,277$48,963
Advertising$38,658--$38,658
Interest-$5,607-$5,607
Fees for Services Accounting-$5,030-$5,030
Office Expenses-$3,795$409$4,204
Information Technology-$3,264-$3,264
All Other Expenses$542$2,199-$2,741
Payroll Taxes-$1,947$487$2,434
Insurance-$1,432-$1,432
Other Expenses$375$896-$1,271
Royalties$1,256--$1,256
Conferences and Meetings-$26-$26
Total Functional Expenses$282,226$125,195$7,173$414,594
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,000
Fundraising Direct Expenses$4,300
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“The 990 is reviewed by the treasurer”

Form 990, Page 6, Part VI, Line 12C

“The board of trustees meets bi-monthly and the governance committee reports on issues when applicable. Annually the committee will inquire about conflicts of interest and act accordingly.”

Form 990, Page 6, Part VI, Line 15A

“When an employee is being hired, a search committee is created to recruit, interview and determine an appopriate candidate. The search committee, recommends to the executive committee of the board the candidate and proposed wage. The executive committee reviews and determines approval.”

Form 990, Page 6, Part VI, Line 15B

“When an employee is being hired, a search committee is created to recruit, interview and determine an appropriate candidate. The search committee recommends to the executive committee of the board the candidate and propsed wage. The executive committee reviews and determines approval.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Cleveland Jazz Orchestra
EIN
34-1483824
Phone
2162870945
Address
29400 S WOODLAND RD, PEPPER PIKE, OH 44124

Signing Officer

Name
David Gedeon
Title
Treasurer
Phone
2162870945
Signed
2018-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Karkosiak
Formed
1984
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
15

Preparer

Firm
M & S Financial Services LLC
Address
27865 CLEMENS RD STE 1, WESTLAKE, OH 44145-1167
Preparer
Jean M Prokes
Phone
4408713724
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Other concerts to promote the mission of the organization”

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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/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012223
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0134440
IRS990/OtherSalariesAndWagesGrp/TotalAmt0146663
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0487
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01947
IRS990/PayrollTaxesGrp/TotalAmt02434
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN KARKOSIAK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CONTRACT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt092927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt163200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt092927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163200
IRS990/ProgSrvcAccomActy2Grp/Desc0HOLIDAY CONCERTS FEATURING MUSIC FROM THE PEANUTS AND OTHER HOLIDAY STANDARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027463
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt016033
IRS990/ProgSrvcAccomActy3Grp/Desc0SOUL FUSION CELEBRATING THE MUSIC OF STEVIE WONDER, JAMES BROWN AND JIMI HENDRIX.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017444
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05229
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER CONCERTS TO PROMOTE THE MISSION OF THE ORGANIZATION
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0208158
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt045809
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0289119
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt030
IRS990/PYOtherExpensesAmt0112709
IRS990/PYOtherRevenueAmt05320
IRS990/PYProgramServiceRevenueAmt0174848
IRS990/PYRevenuesLessExpensesAmt085272
IRS990/PYSalariesCompEmpBnftPaidAmt0271336
IRS990/PYTotalExpensesAmt0384045
IRS990/PYTotalRevenueAmt0469317
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-108797
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt025786
IRS990/RoyaltiesGrp/ProgramServicesAmt01256
IRS990/RoyaltiesGrp/TotalAmt01256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0289119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0208272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0161708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0200650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01002243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0157603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0174847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt098995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0601127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt093
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99000
IRS990ScheduleA/PublicSupportTotal509Amt01603370
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0300097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0463966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0307344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0260703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0271260
IRS990ScheduleA/Total509Grp/TotalAmt01603370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0300097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0463996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0307346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0260705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0271319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01603463
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/ScheduleBRequiredInd0true
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt012223
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0COLLEEN SHERMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MANAGING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt012223
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER CONCERTS TO PROMOTE THE MISSION OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES MEETS BI-MONTHLY AND THE GOVERNANCE COMMITTEE REPORTS ON ISSUES WHEN APPLICABLE. ANNUALLY THE COMMITTEE WILL INQUIRE ABOUT CONFLICTS OF INTEREST AND ACT ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEN AN EMPLOYEE IS BEING HIRED, A SEARCH COMMITTEE IS CREATED TO RECRUIT, INTERVIEW AND DETERMINE AN APPOPRIATE CANDIDATE. THE SEARCH COMMITTEE, RECOMMENDS TO THE EXECUTIVE COMMITTEE OF THE BOARD THE CANDIDATE AND PROPOSED WAGE. THE EXECUTIVE COMMITTEE REVIEWS AND DETERMINES APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WHEN AN EMPLOYEE IS BEING HIRED, A SEARCH COMMITTEE IS CREATED TO RECRUIT, INTERVIEW AND DETERMINE AN APPROPRIATE CANDIDATE. THE SEARCH COMMITTEE RECOMMENDS TO THE EXECUTIVE COMMITTEE OF THE BOARD THE CANDIDATE AND PROPSED WAGE. THE EXECUTIVE COMMITTEE REVIEWS AND DETERMINES APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$58,112
Liabilities
$52,728
Net assets
$5,384
Revenue
$305,797
Expenses
$414,594
Net income
-$108,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.32$3.77$3.51$4.06$0.54
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.01$4.14$2.95$3.27$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.22$2.40$2.52$2.43$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.10$2.30$1.52$1.28$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.24$2.06$2.74$1.71$1.03
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.24$1.03$2.88$2.27$0.61
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.10$0.43$2.62$2.24$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.53$0.05$3.06$4.15$1.09