Civic Intelligence

Jazz Legacy Foundation Incorporated

990EZ • Fiscal year 2013 • EIN 46-1383048

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 23, 2015

Organization ProfileWWW.JAZZLEGACYFOUNDATION.ORG
3336 Courtney Rd23703

(757) 434-0297

Siviq Scores

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

Liabilities / Assets

99th percentile

28.51x

Higher debt load relative to assets than 99% of similar nonprofits.

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

Liabilities / Revenue

99th percentile

8.41x

Higher debt load relative to revenue than 99% of similar nonprofits.

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

Net Margin

1st percentile

-811%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets99th percentile

Assets

$279

No earlier filing loaded for comparison.

Net Assets

-$7,676

No earlier filing loaded for comparison.

Liabilities

$7,955

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

$946

No earlier filing loaded for comparison.

Expenses

$8,622

No earlier filing loaded for comparison.

Net Income

-$7,676

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.

$400K$200K$0-$200KAssets 2013: $279Liabilities 2013: $7,955Net Assets 2013: -$7,6762013Assets 2014: $33,018Liabilities 2014: $0Net Assets 2014: $33,0182014Assets 2015: $109,475Liabilities 2015: $128,191Net Assets 2015: -$18,7162015Assets 2016: $70,044Liabilities 2016: $107,510Net Assets 2016: -$37,4662016Assets 2017: $66,150Liabilities 2017: $107,510Net Assets 2017: -$41,3602017Assets 2018: $46,049Liabilities 2018: $171,037Net Assets 2018: -$124,9882018Assets 2019: $138,246Liabilities 2019: $214,340Net Assets 2019: -$76,0942019Assets 2020: $85,999Liabilities 2020: $198,475Net Assets 2020: -$35,2262020Assets 2021: $124,557Liabilities 2021: $224,168Net Assets 2021: $72,3212021Assets 2022: $128,751Liabilities 2022: $231,293Net Assets 2022: $390,9952022Assets 2023: $57,450Liabilities 2023: $0Net Assets 2023: $57,4502023Assets 2024: $253,879Liabilities 2024: $0Net Assets 2024: $253,8792024

Highlighted filing

2013

Assets$279
Liabilities$7,955
Net Assets-$7,676
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $946Expenses 2013: $8,622Net Income 2013: -$7,6762013Revenue 2014: $225,362Expenses 2014: $184,668Net Income 2014: $40,6942014Revenue 2015: $248,704Expenses 2015: $300,438Net Income 2015: -$51,7342015Revenue 2016: $414,930Expenses 2016: $430,565Net Income 2016: -$15,6352016Revenue 2017: $621,135Expenses 2017: $623,029Net Income 2017: -$1,8942017Revenue 2018: $508,276Expenses 2018: $579,874Net Income 2018: -$71,5982018Revenue 2019: $665,223Expenses 2019: $616,329Net Income 2019: $48,8942019Revenue 2020: $233,268Expenses 2020: $192,400Net Income 2020: $40,8682020Revenue 2021: $834,369Expenses 2021: $726,822Net Income 2021: $107,5472021Revenue 2022: $1,165,760Expenses 2022: $847,086Net Income 2022: $318,6742022Revenue 2023: $1,201,704Expenses 2023: $1,159,777Net Income 2023: $41,9272023Revenue 2024: $925,304Expenses 2024: $728,252Net Income 2024: $197,0522024

Highlighted filing

2013

Revenue$946
Expenses$8,622
Net Income-$7,676
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 23, 2015
Return Version
2013v4.0
Gross Receipts
$51,859
Mission and Program Overview

Mission

Charitable and educational

Program Services

DescriptionGrantsExpenses
MASTER CLASS MENTORING - PAIRING MASTER MUSICIANS WITH STUDENTS AND CONDUCTING MUSIC WORKSHOPS IN ORDER TO PRESERVE AND PROMOTE THE ART OF JAZZ-$54,129
PROVIDING MUSICAL INSTRUMENTS, SUPPLIES AND SERVICES TO STUDENTS AND SCHOOL MUSIC PROGRAMS - WHERE REQUISITE FUNDING SOURCES ARE UNAVAILABLE-$2,000
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALVIN E KEELSBoard ChairPT$0--
RAYNIDO CHAMPBoard Vice ChairPT$0--
JERILYN HORNETreasurerPT$0--
LISA WALLACEDirector-$0--
RAY WHITEDirector-$0--
MALCOM MITCHELLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$51,859$51,859$2,988$48,871
Total Events$51,859$51,859$50,913$946
Filing and Contact Details

Filer

EIN
46-1383048
Phone
7574340297

Signing Officer

Name
Jerilyn Horne
Title
Treasurer
Signed
2015-03-23
Discuss with paid preparer
Yes

Preparer

Preparer
Marian V Barnwell CPA
Phone
7574712523
Supplemental Narrative

Additional Explanations

990 EZ Part 1 Line 10

“Portsmouth schools foundation $2000”

990 EZ Part 1 Line 16

“Advertising and marketing $1296 technology costs website etc $668 permits and registration fees $425 banking fees $45”

990 EZ Part 1 Line 16 Continued

“Meals for volunteers $86 program supplies $50 transportation $40”

Raw XML Appendix129 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JERILYN HORNE
IRS990EZ/BooksInCareOfDetail/PhoneNum07574340297
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103336 COURTNEY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTSMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode023703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0279
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7676
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01980
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0279
IRS990EZ/FundraisingGrossIncomeAmt051859
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt051859
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-7676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-7676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALVIN E KEELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAYNIDO CHAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERILYN HORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RAY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MALCOM MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03211
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL
IRS990EZ/PrintingPublicationsPostageAmt01431
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MASTER CLASS MENTORING - PAIRING MASTER MUSICIANS WITH STUDENTS AND CONDUCTING MUSIC WORKSHOPS IN ORDER TO PRESERVE AND PROMOTE THE ART OF JAZZ
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDING MUSICAL INSTRUMENTS, SUPPLIES AND SERVICES TO STUDENTS AND SCHOOL MUSIC PROGRAMS - WHERE REQUISITE FUNDING SOURCES ARE UNAVAILABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054129
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt050913
IRS990EZ/SpecialEventsNetIncomeLossAmt0946
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07955
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08622
IRS990EZ/TotalProgramServiceExpensesAmt056129
IRS990EZ/TotalRevenueAmt0946
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JAZZLEGACYFOUNDATION.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051859
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051859
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt051859
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051859
IRS990ScheduleA/Total509Grp/TotalAmt051859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051859
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051859
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0946
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02988
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt016175
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PORTSMOUTH SCHOOLS FOUNDATION $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING AND MARKETING $1296 TECHNOLOGY COSTS WEBSITE ETC $668 PERMITS AND REGISTRATION FEES $425 BANKING FEES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEALS FOR VOLUNTEERS $86 PROGRAM SUPPLIES $50 TRANSPORTATION $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ PART 1 LINE 16 CONTINUED
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERILYN HORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10JAZZ LEGACY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JAZZ
ReturnHeader/Filer/EIN0461383048
ReturnHeader/Filer/PhoneNum07574340297
ReturnHeader/Filer/USAddress/AddressLine103336 COURTNEY RD
ReturnHeader/Filer/USAddress/City0PORTSMOUTH
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Integrated Acctg & Performance So
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102085 Lynnhaven Parkway Ste 106512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0234561497
ReturnHeader/PreparerPersonGrp/PhoneNum07574712523
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marian V Barnwell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-28T23:24:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279
Liabilities
$7,955
Net assets
-$7,676
Revenue
$946
Expenses
$8,622
Net income
-$7,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.93$0.73$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.20$1.16$0.04
2022Summary only. Only limited summary data is available for this year.$0.13$0.23$0.39$1.17$0.85$0.32
2021Summary only. Only limited summary data is available for this year.$0.12$0.22$0.07$0.83$0.73$0.11
2020Summary only. Only limited summary data is available for this year.$0.09$0.20$0.04$0.23$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.21$0.08$0.67$0.62$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.17$0.12$0.51$0.58$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.11$0.04$0.62$0.62$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.11$0.04$0.41$0.43$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.13$0.02$0.25$0.30$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.23$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.01$0.01