Civic Intelligence

1436 Oretha C Haley LLC

990 • Fiscal year 2017 • EIN 46-4263926

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileWWW.THENOJO.COM
1436 Oretha C HaleyNew Orleans, LA 70113

(504) 371-5849

Siviq Scores

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

Liabilities / Assets

89th percentile

0.92x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

65.32x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

1st percentile

-202%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$100,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 84.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.0%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$8,437,253

Down $262,967 (-3.0%) from 2016

Net Assets

Down

$682,079

Down $239,313 (-26%) from 2016

Liabilities

Down

$7,755,174

Down $23,654 (-0.3%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$118,728

Down $1,596,298 (-93%) from 2016

Expenses

Up

$358,041

Up $125,895 (+54%) from 2016

Net Income

Down

-$239,313

Down $1,722,193 (-116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$10M$5.0M$0-$5.0MAssets 2014: $8,009,330Liabilities 2014: $8,500,018Net Assets 2014: -$490,6882014Assets 2015: $8,235,560Liabilities 2015: $8,797,048Net Assets 2015: -$561,4882015Assets 2016: $8,700,220Liabilities 2016: $7,778,828Net Assets 2016: $921,3922016Assets 2017: $8,437,253Liabilities 2017: $7,755,174Net Assets 2017: $682,0792017Assets 2018: $8,196,178Liabilities 2018: $7,751,257Net Assets 2018: $444,9212018Assets 2019: $8,168,213Liabilities 2019: $7,726,309Net Assets 2019: $441,9042019Assets 2020: $8,150,969Liabilities 2020: $7,709,174Net Assets 2020: $441,7952020

Highlighted filing

2017

Assets$8,437,253
Liabilities$7,755,174
Net Assets$682,079
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $0Expenses 2014: $630,688Net Income 2014: -$630,6882014Revenue 2015: $29,682Expenses 2015: $100,482Net Income 2015: -$70,8002015Revenue 2016: $1,715,026Expenses 2016: $232,146Net Income 2016: $1,482,8802016Revenue 2017: $118,728Expenses 2017: $358,041Net Income 2017: -$239,3132017Revenue 2018: $118,727Expenses 2018: $355,885Net Income 2018: -$237,1582018Revenue 2019: $118,727Expenses 2019: $121,745Net Income 2019: -$3,0182019Revenue 2020: $118,727Expenses 2020: $118,836Net Income 2020: -$1092020

Highlighted filing

2017

Revenue$118,728
Expenses$358,041
Net Income-$239,313
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$118,728
Mission and Program Overview

Mission

To facilitate the redevelopment and renovation of a musical performance venue to serve primarily as the new home of the new orleans jazz orchestra.

To facilitate the redevelopment and renovation of a musical performance venue to(continued on sch o) serve primarily as the new home of the new orleans jazz orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,726,821$7,474,596▼ $252,225
Intangible Assets$367,930$354,611▼ $13,319
Total Assets$8,700,220$8,437,253▼ $262,967
Other Assets Total$605,469$608,046▲ $2,577
Liabilities
Other Liabilities$7,778,828$7,755,174▼ $23,654
Total Liabilities$7,778,828$7,755,174▼ $23,654
Net Assets / Fund Balance
Unrestricted Net Assets$921,392$682,079▼ $239,313
Total Net Assets Fund Balance$921,392$682,079▼ $239,313
Total Liabilities and Net Assets / Fund Balance$8,700,220$8,437,253▼ $262,967

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,237,584$289,293$7,526,877
Other Land Buildings$237,012$177,581$414,593
Other Assets Org$608,046--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleOtherTotal
Ronald Markham Resigned 13117General Manager$100,000$100,000
Irvin Mayfield Resigned 7516Management Committee Member$58,333$58,333
Sarah BellGeneral Manager$35,938$35,938

Board Members and Trustees

NameTitle
Stewart JuneauManagement Committee Member
Warner WilliamsManagement Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$118,728
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-239,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$358,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$265,544--$265,544
Interest$92,497--$92,497
Total Functional Expenses$358,041$0$0$358,041
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Nmtc (loan A)$4,976,000
Nmtc (loan B)$2,024,000
Nora$755,174
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Ronald markham and irvin mayfield are business partners in a publishing co.”

Form 990, Part VI, Section A, Line 6

“The entity is a wholly owned subsidiary of the new orleans jazz orchestra, inc, a 501(c)(3) exempt entity.”

Form 990, Part VI, Section A, Line 7A

“The operating agreement of 1436 oretha c haley, llc (och) that was drawn up by nojo stipulates in article 5.1 that "the management of the company shall be controlled by a management committee comprised of three individuals who shall serve for a term of eight years (the management committee)." the sole member of och llc is the new orleans jazz orchestra, a tax exempt 501(c)(3) entity.”

Form 990, Part VI, Section B, Line 11B

“990 will be reviewed by the the organization's governing body before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Each board member is required to disclose any possible conflicts of interest for the board's review. Additionally, the board periodically reviews transactions and financial arrangements to ensure the organization is operating in a manner consistent with charitable purposes. If the governing board has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it informs the member of the basis of its belief and affords the member an opportunity to explain the alleged conflict. If the board determines that the member has violated the policy, it shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section B, Line 15

“Och does not compensate any of it's board members or officers. All compensation is set by & paid by och's related entity, new orleans jazz orchestra.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon written request.”

Filing and Contact Details

Filer

Filer Name
1436 Oretha C Haley LLC
EIN
46-4263926
Phone
5043715849
Address
1436 ORETHA C HALEY, NEW ORLEANS, LA 70113

Signing Officer

Name
Sarah Bell
Title
President
Phone
5043715849
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Bell
Formed
2013
Legal Domicile
La
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
5

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america provide accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Raw XML Appendix379 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FACILITATE THE REDEVELOPMENT AND RENOVATION OF A MUSICAL PERFORMANCE VENUE TO(CONTINUED ON SCH O) SERVE PRIMARILY AS THE NEW HOME OF THE NEW ORLEANS JAZZ ORCHESTRA.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0SARAH BELL
IRS990/BooksInCareOfDetail/PhoneNum05043715849
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01436 ORETHA C HALEY
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd070113
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0358041
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0118728
IRS990/CYRevenuesLessExpensesAmt0-239313
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0358041
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0118728
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0265544
IRS990/DepreciationDepletionGrp/TotalAmt0265544
IRS990/Desc0FACILITATED THE REDEVELOPMENT AND RENOVATION OF MUSICAL PERFORMANCE VENUE TO SERVE PRIMARILY AS THE NEW HOME OF THE NEW ORLEANS JAZZ ORCHESTRA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0358041
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt46.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0RONALD MARKHAM RESIGNED 13117
IRS990/Form990PartVIISectionAGrp/PersonNm1IRVIN MAYFIELD RESIGNED 7516
IRS990/Form990PartVIISectionAGrp/PersonNm2STEWART JUNEAU
IRS990/Form990PartVIISectionAGrp/PersonNm3SARAH BELL
IRS990/Form990PartVIISectionAGrp/PersonNm4WARNER WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0100000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt158333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt335938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0GENERAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MANAGEMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3GENERAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT COMMITTEE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0118728
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt0367930
IRS990/IntangibleAssetsGrp/EOYAmt0354611
IRS990/InterestGrp/ProgramServicesAmt092497
IRS990/InterestGrp/TotalAmt092497
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0466874
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07726821
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07474596
IRS990/LandBldgEquipCostOrOtherBssAmt07941470
IRS990/LegalDomicileStateCd0LA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FACILITATE THE REDEVELOPMENT AND RENOVATION OF A MUSICAL PERFORMANCE VENUE TO SERVE PRIMARILY AS THE NEW HOME OF THE NEW ORLEANS JAZZ ORCHESTRA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0921392
IRS990/NetAssetsOrFundBalancesEOYAmt0682079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0605469
IRS990/OtherAssetsTotalGrp/EOYAmt0608046
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt07778828
IRS990/OtherLiabilitiesGrp/EOYAmt07755174
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SARAH BELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118728
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0232146
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01715026
IRS990/PYRevenuesLessExpensesAmt01482880
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0232146
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01715026
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-239313
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0118728
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01436 ORETHA C HALEY, LLC HAS A LEASE AGREEMENT WITH ITS SUPPORTED ORGANIZATION, NEW ORLEANS JAZZ ORCHESTRA TO USE THE LAND AND BUILDING LOCATED AT 1436 ORETHA C HALEY BOULEVARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART I, LINE 12G, COLUMN (VI)
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0710919866
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEW ORLEANS JAZZ ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07237584
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0289293
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07526877
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0608046
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM NOJO
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0237012
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0177581
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0414593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04976000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12024000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2755174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NMTC (LOAN A)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NMTC (LOAN B)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NORA
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07474596
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0608046
IRS990ScheduleD/TotalLiabilityAmt07755174
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RONALD MARKHAM AND IRVIN MAYFIELD ARE BUSINESS PARTNERS IN A PUBLISHING CO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A WHOLLY OWNED SUBSIDIARY OF THE NEW ORLEANS JAZZ ORCHESTRA, INC, A 501(C)(3) EXEMPT ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OPERATING AGREEMENT OF 1436 ORETHA C HALEY, LLC (OCH) THAT WAS DRAWN UP BY NOJO STIPULATES IN ARTICLE 5.1 THAT "THE MANAGEMENT OF THE COMPANY SHALL BE CONTROLLED BY A MANAGEMENT COMMITTEE COMPRISED OF THREE INDIVIDUALS WHO SHALL SERVE FOR A TERM OF EIGHT YEARS (THE MANAGEMENT COMMITTEE)." THE SOLE MEMBER OF OCH LLC IS THE NEW ORLEANS JAZZ ORCHESTRA, A TAX EXEMPT 501(C)(3) ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 WILL BE REVIEWED BY THE THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH BOARD MEMBER IS REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST FOR THE BOARD'S REVIEW. ADDITIONALLY, THE BOARD PERIODICALLY REVIEWS TRANSACTIONS AND FINANCIAL ARRANGEMENTS TO ENSURE THE ORGANIZATION IS OPERATING IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS OF ITS BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED CONFLICT. IF THE BOARD DETERMINES THAT THE MEMBER HAS VIOLATED THE POLICY, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OCH DOES NOT COMPENSATE ANY OF IT'S BOARD MEMBERS OR OFFICERS. ALL COMPENSATION IS SET BY & PAID BY OCH'S RELATED ENTITY, NEW ORLEANS JAZZ ORCHESTRA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW ORLEANS JAZZ ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0710919866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTION OF JAZZ MUSIC VIA CONCERTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01436 ORETHA CASTLE HALEY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW ORLEANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd070113
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08700220
IRS990/TotalAssetsEOYAmt08437253
IRS990/TotalAssetsGrp/BOYAmt08700220
IRS990/TotalAssetsGrp/EOYAmt08437253
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0358041
IRS990/TotalFunctionalExpensesGrp/TotalAmt0358041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07778828
IRS990/TotalLiabilitiesEOYAmt07755174
IRS990/TotalLiabilitiesGrp/BOYAmt07778828
IRS990/TotalLiabilitiesGrp/EOYAmt07755174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0921392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0682079
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0358041
IRS990/TotalProgramServiceRevenueAmt0118728
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118728
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08700220
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08437253
IRS990/TotReportableCompRltdOrgAmt0194271
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0921392
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0682079
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01436 ORETHA C HALEY
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070113
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.THENOJO.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05043715849
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01436 ORETHA C HALEY LLC
ReturnHeader/Filer/BusinessNameControlTxt01436
ReturnHeader/Filer/EIN0464263926
ReturnHeader/Filer/PhoneNum05043715849
ReturnHeader/Filer/USAddress/AddressLine1Txt01436 ORETHA C HALEY
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070113
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9EF99FCB65BBC65CA6EBCD346BC8003E9AEF31E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B91108766C0084D132C7CB202BDC404E6B93D4E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:58:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721088864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPORTE APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS MEMORIAL BLVD 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0700054958
ReturnHeader/PreparerPersonGrp/PhoneNum05048355522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S WILES CPA
ReturnHeader/ReturnTs02018-05-15T09:36:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,437,253
Liabilities
$7,755,174
Net assets
$682,079
Revenue
$118,728
Expenses
$358,041
Net income
-$239,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$8.15$7.71$0.44$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$8.17$7.73$0.44$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$8.20$7.75$0.44$0.12$0.36$0.24
2017Detailed filing. Detailed filing data is available for this year.$8.44$7.76$0.68$0.12$0.36$0.24
2016Detailed filing. Detailed filing data is available for this year.$8.70$7.78$0.92$1.72$0.23$1.48
2015Summary only. Only limited summary data is available for this year.$8.24$8.80$0.56$0.03$0.10$0.07
2014Summary only. Only limited summary data is available for this year.$8.01$8.50$0.49$0.00$0.63$0.63