Civic Intelligence

Generations in Jazz Foundation

990 • Fiscal year 2016 • EIN 56-2290822

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 16, 2017

3650 MT Diablo BlvdLafayette, CA 94549

(925) 284-2620

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$55,559

Down $8,816 (-14%) from 2015

Net Assets

Down

$55,070

Down $1,225 (-2.2%) from 2015

Liabilities

Down

$489

Down $7,591 (-94%) from 2015

Revenue

Down

$188,938

Down $4,866 (-2.5%) from 2015

Expenses

Up

$190,163

Up $7,140 (+3.9%) from 2015

Net Income

Down

-$1,225

Down $12,006 (-111%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $79,551Liabilities 2011: $5,900Net Assets 2011: $73,6512011Assets 2012: $73,738Liabilities 2012: $8,763Net Assets 2012: $64,9752012Assets 2013: $63,663Liabilities 2013: $8,746Net Assets 2013: $54,9172013Assets 2014: $53,014Liabilities 2014: $7,500Net Assets 2014: $45,5142014Assets 2015: $64,375Liabilities 2015: $8,080Net Assets 2015: $56,2952015Assets 2016: $55,559Liabilities 2016: $489Net Assets 2016: $55,0702016Assets 2017: $62,362Liabilities 2017: $0Net Assets 2017: $62,3622017Assets 2018: $85,864Liabilities 2018: $3,345Net Assets 2018: $82,5192018Assets 2019: $164,094Liabilities 2019: $37,560Net Assets 2019: $126,5342019Assets 2020: $195,443Liabilities 2020: $21,055Net Assets 2020: $174,3882020Assets 2021: $224,036Liabilities 2021: $16,372Net Assets 2021: $207,6642021Assets 2022: $247,520Liabilities 2022: $19,482Net Assets 2022: $228,0382022Assets 2023: $304,975Liabilities 2023: $32,142Net Assets 2023: $272,8332023Assets 2024: $242,392Liabilities 2024: $988Net Assets 2024: $241,4042024

Highlighted filing

2016

Assets$55,559
Liabilities$489
Net Assets$55,070

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $207,5052011Expenses 2012: $210,7632012Revenue 2013: $200,923Expenses 2013: $210,981Net Income 2013: -$10,0582013Revenue 2014: $165,537Expenses 2014: $174,940Net Income 2014: -$9,4032014Revenue 2015: $193,804Expenses 2015: $183,023Net Income 2015: $10,7812015Revenue 2016: $188,938Expenses 2016: $190,163Net Income 2016: -$1,2252016Revenue 2017: $196,672Expenses 2017: $189,380Net Income 2017: $7,2922017Revenue 2018: $232,198Expenses 2018: $212,041Net Income 2018: $20,1572018Revenue 2019: $254,210Expenses 2019: $210,195Net Income 2019: $44,0152019Revenue 2020: $161,426Expenses 2020: $113,572Net Income 2020: $47,8542020Revenue 2021: $196,119Expenses 2021: $162,843Net Income 2021: $33,2762021Revenue 2022: $234,380Expenses 2022: $214,006Net Income 2022: $20,3742022Revenue 2023: $318,934Expenses 2023: $274,139Net Income 2023: $44,7952023Revenue 2024: $283,240Expenses 2024: $314,669Net Income 2024: -$31,4292024

Highlighted filing

2016

Revenue$188,938
Expenses$190,163
Net Income-$1,225
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$188,938
Mission and Program Overview

Mission

Support of community music activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$56,295$55,070▼ $1,225
Cash and Non-Interest-Bearing Accounts$59,867$54,319▼ $5,548
Land, Buildings, and Equipment, Net$4,508$1,240▼ $3,268
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$64,375$55,559▼ $8,816
Other Assets Total-$0-
Liabilities
Deferred Revenue$8,080$489▼ $7,591
Total Liabilities$8,080$489▼ $7,591
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,295$55,070▼ $1,225
Total Liabilities and Net Assets / Fund Balance$64,375$55,559▼ $8,816

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,240$61,558$62,798
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cayford BurrellPresident
Jamie HarrisDirector
Tina TankkaDirector
Tom CarterDirector
Doug WarrickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$86,905
Program Service Revenue
$102,033
Investment Income
$0
Other Revenue
$0
All Other Contributions
$86,905
Change in Net Assets
$-1,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,163
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
Occupancy$16,212--$16,212
All Other Expenses$14,671$334-$15,005
Other Expenses$6,030--$6,030
Insurance$4,083--$4,083
Depreciation Depletion$3,268--$3,268
Travel$2,740--$2,740
Fees for Services Accounting$1,700--$1,700
Advertising$1,028--$1,028
Information Technology$368--$368
Total Functional Expenses$189,829$334$0$190,163
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
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
No
Backup withholding compliance
No
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
No
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Generations in Jazz Foundation
EIN
56-2290822
Phone
9252842620
Address
3650 MT DIABLO BLVD, LAFAYETTE, CA 94549

Signing Officer

Name
Cayford Burrell
Title
President
Signed
2017-11-16
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Caesar C Perales CPA
Address
3650 Mount Diablo Blvd Suite 230, Lafayette, CA 94549
Preparer
Caesar C Perales
Phone
9252842620
Raw XML Appendix392 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.

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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0188938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0193804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0165537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0200923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0199375
IRS990ScheduleA/Total509Grp/TotalAmt0948577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0188938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0165537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0200923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0199375
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0948577
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt01240
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061558
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062798
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01240
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064375
IRS990/TotalAssetsEOYAmt055559
IRS990/TotalAssetsGrp/BOYAmt064375
IRS990/TotalAssetsGrp/EOYAmt055559
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt086905
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189829
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08080
IRS990/TotalLiabilitiesEOYAmt0489
IRS990/TotalLiabilitiesGrp/BOYAmt08080
IRS990/TotalLiabilitiesGrp/EOYAmt0489
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056295
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055070
IRS990/TotalProgramServiceExpensesAmt0189829
IRS990/TotalProgramServiceRevenueAmt0102033
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102033
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0188938
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064375
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055559
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt02740
IRS990/TravelGrp/TotalAmt02740
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAYFORD BURRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENERATIONS IN JAZZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0562290822
ReturnHeader/Filer/PhoneNum09252842620
ReturnHeader/Filer/USAddress/AddressLine1Txt03650 MT DIABLO BLVD
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Caesar C Perales CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03650 Mount Diablo Blvd Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/PhoneNum09252842620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAESAR C PERALES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-16T08:51:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.41$2.83$3.15$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.32$2.73$3.19$2.74$0.45
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.19$2.28$2.34$2.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.16$2.08$1.96$1.63$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.21$1.74$1.61$1.14$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.38$1.27$2.54$2.10$0.44
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.83$2.32$2.12$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.97$1.89$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.55$1.89$1.90$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.08$0.56$1.94$1.83$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.08$0.46$1.66$1.75$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.09$0.55$2.01$2.11$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.09$0.65$2.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.06$0.74$2.08