Civic Intelligence

Kuumbwa Jazz Society

990 • Fiscal year 2013 • EIN 51-0159252

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 22, 2014

Organization Profilewww.kuumbwajazz.org
320-2 Cedar St95060

(831) 427-2227

Siviq Scores

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

Liabilities / Assets

37th percentile

0.05x

Higher debt load relative to assets than 37% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

24th percentile

-7.0%

Higher net margin than 24% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

70th percentile

$92,664

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

13th percentile

-9.3%

Faster asset growth than 13% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$979,925

Down $100,136 (-9.3%) from 2012

Net Assets

Down

$933,260

Down $71,797 (-7.1%) from 2012

Liabilities

Down

$46,665

Down $28,339 (-38%) from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin24th percentile

Revenue

Up

$1,203,131

Up $115,831 (+11%) from 2012

Expenses

Up

$1,287,681

Up $62,692 (+5.1%) from 2012

Net Income

Up

-$84,550

Up $53,139 (+39%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,156,684Liabilities 2011: $37,083Net Assets 2011: $1,119,6012011Assets 2012: $1,080,061Liabilities 2012: $75,004Net Assets 2012: $1,005,0572012Assets 2013: $979,925Liabilities 2013: $46,665Net Assets 2013: $933,2602013Assets 2014: $1,263,612Liabilities 2014: $68,295Net Assets 2014: $1,195,3172014Assets 2015: $1,148,636Liabilities 2015: $59,427Net Assets 2015: $1,089,2092015Assets 2016: $1,076,053Liabilities 2016: $59,377Net Assets 2016: $1,016,6762016Assets 2017: $1,443,043Liabilities 2017: $63,303Net Assets 2017: $1,379,7402017Assets 2018: $1,332,813Liabilities 2018: $73,632Net Assets 2018: $1,259,1812018Assets 2019: $1,454,635Liabilities 2019: $189,375Net Assets 2019: $1,265,2602019Assets 2020: $1,877,432Liabilities 2020: $218,126Net Assets 2020: $1,659,3062020Assets 2021: $2,565,296Liabilities 2021: $465,585Net Assets 2021: $2,099,7112021Assets 2022: $3,577,579Liabilities 2022: $1,122,926Net Assets 2022: $2,454,6532022Assets 2023: $3,810,492Liabilities 2023: $1,121,297Net Assets 2023: $2,689,1952023Assets 2024: $3,727,851Liabilities 2024: $923,690Net Assets 2024: $2,804,1612024

Highlighted filing

2013

Assets$979,925
Liabilities$46,665
Net Assets$933,260
Open 2013 Filing

Operations Trend

Revenue Growth64th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,431,590Expenses 2011: $1,180,681Net Income 2011: $250,9092011Revenue 2012: $1,087,300Expenses 2012: $1,224,989Net Income 2012: -$137,6892012Revenue 2013: $1,203,131Expenses 2013: $1,287,681Net Income 2013: -$84,5502013Revenue 2014: $1,723,276Expenses 2014: $1,419,470Net Income 2014: $303,8062014Revenue 2015: $1,385,198Expenses 2015: $1,472,274Net Income 2015: -$87,0762015Revenue 2016: $1,458,603Expenses 2016: $1,556,994Net Income 2016: -$98,3912016Revenue 2017: $1,887,356Expenses 2017: $1,564,013Net Income 2017: $323,3432017Revenue 2018: $1,662,222Expenses 2018: $1,725,682Net Income 2018: -$63,4602018Revenue 2019: $1,620,129Expenses 2019: $1,710,784Net Income 2019: -$90,6552019Revenue 2020: $1,424,432Expenses 2020: $1,090,186Net Income 2020: $334,2462020Revenue 2021: $1,676,350Expenses 2021: $1,233,827Net Income 2021: $442,5232021Revenue 2022: $2,232,888Expenses 2022: $1,698,546Net Income 2022: $534,3422022Revenue 2023: $2,011,390Expenses 2023: $1,779,040Net Income 2023: $232,3502023Revenue 2024: $2,142,646Expenses 2024: $2,028,566Net Income 2024: $114,0802024

Highlighted filing

2013

Revenue$1,203,131
Expenses$1,287,681
Net Income-$84,550
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 22, 2014
Return Version
2013v3.1
Gross Receipts
$1,532,845
Mission and Program Overview

Mission

To provide opportunities in the Santa Cruz area and to enjoy and appreciate the full spectrum of jazz music through live performance and education. We present extraordinary regional, national and international musicians and provide educational programs for all ages.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$419,088$458,695▲ $39,607
Land, Buildings, and Equipment, Net$272,593$263,128▼ $9,465
Cash and Non-Interest-Bearing Accounts$83,788$102,964▲ $19,176
Savings and Temporary Cash Investments$142,338$81,716▼ $60,622
Prepaid Expenses and Deferred Charges$22,785$22,782▼ $3
Inventories for Sale or Use$8,199$10,471▲ $2,272
Pledges and Grants Receivable$97,500$7,000▼ $90,500
Accounts Receivable$4,584$872▼ $3,712
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$1,080,061$979,925▼ $100,136
Other Assets Total$29,186$32,297▲ $3,111
Liabilities
Accounts Payable and Accrued Expenses$62,744$29,697▼ $33,047
Deferred Revenue$12,260$16,968▲ $4,708
Total Liabilities$75,004$46,665▼ $28,339
Net Assets / Fund Balance
Unrestricted Net Assets$769,558$840,124▲ $70,566
Temporarily Rstr Net Assets$210,499$68,136▼ $142,363
Permanently Rstr Net Assets$25,000$25,000→ $0
Total Net Assets Fund Balance$1,005,057$933,260▼ $71,797
Total Liabilities and Net Assets / Fund Balance$1,080,061$979,925▼ $100,136

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$195,732$127,724$323,456
Other Land Buildings$63,570$150,638$214,208
Equipment$3,826$8,546$12,372

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$29,186-▲ $4,658$1,090$32,297
2012$26,644-▲ $2,967-$29,186
2011$27,826-▼ $763-$26,644
2010-$25,000▲ $3,183-$27,826
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bobbi TodaroManaging DirectorFT$78,900$13,764$92,664
Tim JacksonSecretaryFT$83,518$2,940$86,458

Board Members and Trustees

NameTitle
Drew MillerPresident
Deidre HamiltonVice president
Ben RiceBoard member
Charlene AttackBoard member
Clarke ShultesBoard member
Denise LeeBoard member
Eric RichterBoard member
Jesse L Nickell IIIBoard member
John LivingstonBoard member
Laura SutherlandBoard member
Marshall OtwellBoard member
Michael Alexander MDBoard member
Ted KirkilesBoard member
Mary Jo WalkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$361,851
Program Service Revenue
$525,903
Investment Income
$34,028
Other Revenue
$281,349
All Other Contributions
$336,851
Change in Net Assets
$-84,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,203,130
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$114,775
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$1,317,905
Total Revenue per Form 990
$1,203,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$801,655
Salaries, Compensation, and Employee Benefits$485,026
Total Fundraising Expense$79,632
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$189,450$37,787$433$227,670
Current Officers, Directors, Trustees, and Key Employees$84,307$35,825$58,990$179,122
Occupancy$53,223$27,814-$81,037
All Other Expenses$52,275$5,700-$57,975
Office Expenses$26,320$23,384$3,354$53,058
Payroll Taxes$28,308$6,228$5,028$39,564
Fees for Services Accounting-$39,518-$39,518
Advertising$39,468--$39,468
Other Employee Benefits$23,847$8,779$6,044$38,670
Other Expenses$32,592$5,936-$32,592
Depreciation Depletion$20,083$8,052-$28,135
Fees for Services Other$6,900$834$5,783$13,517
Insurance-$9,930-$9,930
Travel-$2,867-$2,867
Grants to Domestic Orgs$1,000--$1,000
Total Functional Expenses$995,395$212,654$79,632$1,287,681

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,389,703
Expenses per Audited Statements$1,287,681
Total Expenses per Form 990$1,287,681
Expenses Not Reported on Form 990$102,022
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,151
Fundraising Direct Expenses$13,439
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$73,050$73,050$13,439$59,611
Total Events$73,050$73,050$13,439$59,611
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Finance committee reviews and approves 990 before it is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members annually complete a conflict of interest disclosure.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“No less than every three years, the Finance committee shall conduct a survey of executive compensation of appropriate comparable positions to the extent the information is reasonably available. If the Finance Committee is unable to obtain comparable data, it shall document any other basis for believing the proposed compensation is reasonable.In the years when the executive compensation survey is conducted, or when the Finance Committee recommends that executive compensation be changed by more than 5%, the Finance Committee shall present its data and recommendations regarding executive compensation to the Governance Committee. The governance Committee shall review the data and recommendations, and join the finance committee in making recommendations to the Board of Trustees regarding executive compensation as part of the budget approval process. The Board of Trustees shall approve the compensation component as part of the annual budget, and shall document its decision in the minutes.A member of the Finance Committee, Governance Committee, and Trustees with a conflict of interest in this subject may not participate in the discussion or vote on executive compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“No less than every three years, the Finance committee shall conduct a survey of executive compensation of appropriate comparable positions to the extent the information is reasonably available. If the Finance Committee is unable to obtain comparable data, it shall document any other basis for believing the proposed compensation is reasonable.In the years when the executive compensation survey is conducted, or when the Finance Committee recommends that executive compensation be changed by more than 5%, the Finance Committee shall present its data and recommendations regarding executive compensation to the Governance Committee. The governance Committee shall review the data and recommendations, and join the finance committee in making recommendations to the Board of Trustees regarding executive compensation as part of the budget approval process. The Board of Trustees shall approve the compensation component as part of the annual budget, and shall document its decision in the minutes.A member of the Finance Committee, Governance Committee, and Trustees with a conflict of interest in this subject may not participate in the discussion or vote on executive compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents and financial statements are made available upon request at Kuumbwa Jazz Society at 831-427-2227.”

Filing and Contact Details

Filer

EIN
51-0159252
Phone
8314272227

Signing Officer

Name
Mary Jo Walker
Title
Treasurer
Signed
2014-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drew Miller
Formed
1975
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
39
Volunteers
60

Preparer

Preparer
Patricia M Kaufman CPA
Phone
8314242737
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1C

“The Organization did not make any reportable payments to a vendor nor were there any reportable gaming winnings; therefore the answer to question 1c is N/A, not applicable and should be left blank. The computer tax program used to complete the Organizations tax return does not allow this field to be blank.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Beneficial interest held at Community Foundation of Santa Cruz County.”

Part X : FIN48 Footnote

“The Society believes that it has appropriate support for any tax positions taken, and therefore does not have any uncertain tax positions that are material to the financial statements for the years ended December 31, 2013 and December 31, 2012.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of goods sold $102022”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Rounding $1”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of goods sold $102022”

Raw XML AppendixShowing 400 of 655 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt062744
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029697
IRS990/AccountsReceivableGrp/BOYAmt04584
IRS990/AccountsReceivableGrp/EOYAmt0872
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide opportunities in the Santa Cruz area and to enjoy and appreciate the full spectrum of jazz music through live performance and education. We present extraordinary regional, national and international musicians and provide educational programs for all ages.
IRS990/AdvertisingGrp/ProgramServicesAmt039468
IRS990/AdvertisingGrp/TotalAmt039468
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0336851
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05700
IRS990/AllOtherExpensesGrp/ProgramServicesAmt052275
IRS990/AllOtherExpensesGrp/TotalAmt057975
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Rebecca Moeller Bookkeeper
IRS990/BooksInCareOfDetail/PhoneNum08314272227
IRS990/BooksInCareOfDetail/USAddress/AddressLine10320-2 Cedar St
IRS990/BooksInCareOfDetail/USAddress/City0Santa Cruz
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode095060
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt083788
IRS990/CashNonInterestBearingGrp/EOYAmt0102964
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt058990
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt035825
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt084307
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0179122
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0102020
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0361851
IRS990/CYGrantsAndSimilarPaidAmt01000
IRS990/CYInvestmentIncomeAmt034028
IRS990/CYOtherExpensesAmt0801655
IRS990/CYOtherRevenueAmt0281349
IRS990/CYProgramServiceRevenueAmt0525903
IRS990/CYRevenuesLessExpensesAmt0-84550
IRS990/CYSalariesCompEmpBnftPaidAmt0485026
IRS990/CYTotalExpensesAmt01287681
IRS990/CYTotalFundraisingExpenseAmt079632
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01203131
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt012260
IRS990/DeferredRevenueGrp/EOYAmt016968
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08052
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020083
IRS990/DepreciationDepletionGrp/TotalAmt028135
IRS990/Desc0Kuumbwa Jazz Society (Kuumbwa), located in Santa Cruz, California (population 60,000), celebrated its 39th anniversary in 2013. Kuumbwa provides year-round concert events presenting the best in a spectrum of live jazz by performances featuring national and renown international artists while maintaining a commitment to emerging, regional and mid-career artists. Nearly 130 concerts were presented in 2013 multiple days a week either in our 220 seat venue or on occasion larger shows in other venues. Kuumbwa Jazz is a valued community resource for independent arts promoters and community leaders. Over 30,000 people were served in 2013.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt039
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0977010
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039518
IRS990/FeesForServicesAccountingGrp/TotalAmt039518
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05783
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0834
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06900
IRS990/FeesForServicesOtherGrp/TotalAmt013517
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt02940
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1513764
IRS990/Form990PartVIISectionAGrp/PersonNm0Tim Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm1Charlene Attack
IRS990/Form990PartVIISectionAGrp/PersonNm2Denise Lee
IRS990/Form990PartVIISectionAGrp/PersonNm3Ted Kirkiles
IRS990/Form990PartVIISectionAGrp/PersonNm4Mary Jo Walker
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Alexander MD
IRS990/Form990PartVIISectionAGrp/PersonNm6John Livingston
IRS990/Form990PartVIISectionAGrp/PersonNm7Marshall Otwell
IRS990/Form990PartVIISectionAGrp/PersonNm8Deidre Hamilton
IRS990/Form990PartVIISectionAGrp/PersonNm9Drew Miller
IRS990/Form990PartVIISectionAGrp/PersonNm10Jesse L Nickell III
IRS990/Form990PartVIISectionAGrp/PersonNm11Eric Richter
IRS990/Form990PartVIISectionAGrp/PersonNm12Clarke Shultes
IRS990/Form990PartVIISectionAGrp/PersonNm13Ben Rice
IRS990/Form990PartVIISectionAGrp/PersonNm14Laura Sutherland
IRS990/Form990PartVIISectionAGrp/PersonNm15Bobbi Todaro
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt083518
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1578900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Managing dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt013439
IRS990/FundraisingGrossIncomeAmt075151
IRS990/GainOrLossGrp/OtherAmt0-1692
IRS990/GainOrLossGrp/SecuritiesAmt010275
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0222838
IRS990/GrossReceiptsAmt01532845
IRS990/GrossRentsGrp/RealAmt064046
IRS990/GrossSalesOfInventoryAmt0256862
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt09930
IRS990/InsuranceGrp/TotalAmt09930
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt08199
IRS990/InventoriesForSaleOrUseGrp/EOYAmt010471
IRS990/InvestmentIncomeGrp/ExclusionAmt025445
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025445
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0419088
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0458695
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0118
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0286908
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0272593
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0263128
IRS990/LandBldgEquipCostOrOtherBssAmt0550036
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01692
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0212563
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide opportunities in the Santa Cruz area and to enjoy and appreciate the full spectrum of jazz music through live performance and education. We present extraordinary regional, national and international musicians and provide educational programs for all ages.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01005057
IRS990/NetAssetsOrFundBalancesEOYAmt0933260
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010275
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1692
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08583
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt061712
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt061712
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0154842
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0154842
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt064046
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt064046
IRS990/NetUnrlzdGainsLossesInvstAmt012753
IRS990/NoncashContributionsAmt05157
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt027814
IRS990/OccupancyGrp/ProgramServicesAmt053223
IRS990/OccupancyGrp/TotalAmt081037
IRS990/OfficeExpensesGrp/FundraisingAmt03354
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023384
IRS990/OfficeExpensesGrp/ProgramServicesAmt026320
IRS990/OfficeExpensesGrp/TotalAmt053058
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt029186
IRS990/OtherAssetsTotalGrp/EOYAmt032297
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06044
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08779
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023847
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038670
IRS990/OtherExpensesGrp/Desc0Artists Fees
IRS990/OtherExpensesGrp/Desc1Sound and recording
IRS990/OtherExpensesGrp/Desc2License, fees, and other taxes
IRS990/OtherExpensesGrp/Desc3Production expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05936
IRS990/OtherExpensesGrp/ProgramServicesAmt0350067
IRS990/OtherExpensesGrp/ProgramServicesAmt158730
IRS990/OtherExpensesGrp/ProgramServicesAmt228825
IRS990/OtherExpensesGrp/ProgramServicesAmt332592
IRS990/OtherExpensesGrp/TotalAmt0350067
IRS990/OtherExpensesGrp/TotalAmt158730
IRS990/OtherExpensesGrp/TotalAmt234761
IRS990/OtherExpensesGrp/TotalAmt332592
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0749
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0749
IRS990/OtherRevenueTotalAmt0749
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0433
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037787
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0189450
IRS990/OtherSalariesAndWagesGrp/TotalAmt0227670
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05028
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06228
IRS990/PayrollTaxesGrp/ProgramServicesAmt028308
IRS990/PayrollTaxesGrp/TotalAmt039564
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt025000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt097500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022785
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022782
IRS990/PrincipalOfficerNm0Drew Miller
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/Desc0Jazz camp
IRS990/ProgramServiceRevenueGrp/Desc1Ticket sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1503709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1503709
IRS990/ProgSrvcAccomActy2Grp/Desc0Through our year round jazz education programs, we strive to stimulate creative expression and foster the development of the next generation of jazz artists and aficionados through the following jazz education programs: Kuumbwa Honor Jazz Band, an all-star group of high school musicians rehearsing weekly and performing at community events; a nine-day Summer Jazz Camp conducted at the Cabrillo College campus; Artists in the Schools program, bringing accomplished jazz artists into Santa Cruz County schools to work with music students; Master Class Series, featuring renowned musicians who present hands-on workshops for musicians and music lovers; Kuumbwa Jazz Educator-in-Residence, a prominent jazz artist/ educator who works year-round for a two-year period with young musicians in the Honor Band, Summer Jazz Camp, and local schools, teaches master classes. TheJazz Kilnis a series of weekly jazz improvisation workshops that offers a safe place for musicians of all ages to explore and expand their musical horizons. These workshops are intended to help music students find their jazz voice, expressing themselves with confidence through improvisation and understanding their role within an ensemble. Interns, ages 18-25, develop workplace skills by serving as teaching assistants and administrative aides for the Summer Jazz Camp.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018385
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt022194
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0311013
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt025045
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0761157
IRS990/PYOtherRevenueAmt0189331
IRS990/PYProgramServiceRevenueAmt0561911
IRS990/PYRevenuesLessExpensesAmt0-137689
IRS990/PYSalariesCompEmpBnftPaidAmt0461832
IRS990/PYTotalExpensesAmt01224989
IRS990/PYTotalRevenueAmt01087300
IRS990/QuidProQuoContributionsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$979,925
Liabilities
$46,665
Net assets
$933,260
Revenue
$1,203,131
Expenses
$1,287,681
Net income
-$84,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.92$2.80$2.14$2.03$0.11
2023Summary only. Only limited summary data is available for this year.$3.81$1.12$2.69$2.01$1.78$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$1.12$2.45$2.23$1.70$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.47$2.10$1.68$1.23$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.22$1.66$1.42$1.09$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.19$1.27$1.62$1.71$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.07$1.26$1.66$1.73$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.06$1.38$1.89$1.56$0.32
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.06$1.02$1.46$1.56$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.06$1.09$1.39$1.47$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.07$1.20$1.72$1.42$0.30
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.05$0.93$1.20$1.29$0.08
2012Summary only. Only limited summary data is available for this year.$1.08$0.08$1.01$1.09$1.22$0.14
2011Summary only. Only limited summary data is available for this year.$1.16$0.04$1.12$1.43$1.18$0.25