Civic Intelligence

Clearwater Jazz Holiday Foundation Inc

EIN 58-1910442 • 501(c)3 • Clearwater, FL

Profile

It is clearwater jazz holiday foundation's mission to be the leading proponent of jazz entertainment and education in florida through the annual presentation of a world-class, live music festival in clearwater, florida (continued on schedule o) during the third week of october and to promote tourism to pinellas county as a key component of this celebration.

600 Cleveland St Ste 204Clearwater, FL 33755

www.clearwaterjazz.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.26x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.34x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$183,071

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-1.2%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$766,606

Down $9,274 (-1.2%) from 2023

Liabilities

Up

$198,623

Up $125,637 (+172%) from 2023

Net Assets

Down

$567,983

Down $134,911 (-19%) from 2023

Revenue

Down

$592,315

Down $1,302,405 (-69%) from 2023

Expenses

Down

$729,385

Down $1,205,182 (-62%) from 2023

Net Income

Down

-$137,070

Down $97,223 (-244%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $221,962Liabilities 2011: $41,574Net Assets 2011: $180,3882011Assets 2012: $320,182Liabilities 2012: $9,359Net Assets 2012: $310,8232012Assets 2013: $360,780Liabilities 2013: $9,299Net Assets 2013: $351,4812013Assets 2014: $522,661Liabilities 2014: $20,747Net Assets 2014: $501,9142014Assets 2015: $721,322Liabilities 2015: $952Net Assets 2015: $720,3702015Assets 2016: $720,404Liabilities 2016: $26,302Net Assets 2016: $694,1022016Assets 2017: $819,015Liabilities 2017: $61,284Net Assets 2017: $757,7312017Assets 2018: $830,626Liabilities 2018: $33,974Net Assets 2018: $796,6522018Assets 2019: $852,112Liabilities 2019: $78,748Net Assets 2019: $773,3642019Assets 2020: $887,954Liabilities 2020: $99,911Net Assets 2020: $788,0432020Assets 2021: $1,252,742Liabilities 2021: $227,075Net Assets 2021: $1,025,6672021Assets 2022: $903,540Liabilities 2022: $162,859Net Assets 2022: $740,6812022Assets 2023: $775,880Liabilities 2023: $72,986Net Assets 2023: $702,8942023Assets 2024: $766,606Liabilities 2024: $198,623Net Assets 2024: $567,9832024

Highlighted filing

2024

Assets$766,606
Liabilities$198,623
Net Assets$567,983

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $566,9852011Expenses 2012: $786,9202012Revenue 2013: $939,662Expenses 2013: $899,004Net Income 2013: $40,6582013Revenue 2014: $1,188,725Expenses 2014: $1,038,292Net Income 2014: $150,4332014Revenue 2015: $1,453,074Expenses 2015: $1,234,618Net Income 2015: $218,4562015Revenue 2016: $1,260,022Expenses 2016: $1,286,290Net Income 2016: -$26,2682016Revenue 2017: $1,414,554Expenses 2017: $1,338,882Net Income 2017: $75,6722017Revenue 2018: $1,456,874Expenses 2018: $1,417,953Net Income 2018: $38,9212018Revenue 2019: $1,504,312Expenses 2019: $1,527,600Net Income 2019: -$23,2882019Revenue 2020: $577,702Expenses 2020: $563,023Net Income 2020: $14,6792020Revenue 2021: $1,598,944Expenses 2021: $1,361,320Net Income 2021: $237,6242021Revenue 2022: $1,293,570Expenses 2022: $1,579,392Net Income 2022: -$285,8222022Revenue 2023: $1,894,720Expenses 2023: $1,934,567Net Income 2023: -$39,8472023Revenue 2024: $592,315Expenses 2024: $729,385Net Income 2024: -$137,0702024

Highlighted filing

2024

Revenue$592,315
Expenses$729,385
Net Income-$137,070

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.20$0.57$0.59$0.73$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.07$0.70$1.89$1.93$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.16$0.74$1.29$1.58$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.23$1.03$1.60$1.36$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.10$0.79$0.58$0.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.08$0.77$1.50$1.53$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.03$0.80$1.46$1.42$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.06$0.76$1.41$1.34$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$1.26$1.29$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.45$1.23$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$1.19$1.04$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.94$0.90$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.04$0.18$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$594,340
Mission and Program Overview

Mission

To be the leading promoter of jazz entertainment and education in florida through our annual live music festival,and implementation of education initiatives,scholarships,funding and performance opportunities .the festival continues the tradition of including pinellas county tourism as a key component of these celebrations, during the third week of october each year.

The organization celebrates and promotes the art form of jazz through year-round,innovative music appreciation and instructional programs, online educational resources, special funding and creative learning experiences supported by the longstanding, annual festival tradition, other events, and partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$425,177$405,831▼ $19,346
Accounts Receivable$111,048$192,067▲ $81,019
Cash and Non-Interest-Bearing Accounts$235,763$144,777▼ $90,986
Prepaid Expenses and Deferred Charges$2,207$22,898▲ $20,691
Land, Buildings, and Equipment, Net$1,685$1,033▼ $652
Total Assets$775,880$766,606▼ $9,274
Liabilities
Other Liabilities$0$142,647▲ $142,647
Accounts Payable and Accrued Expenses$72,986$55,976▼ $17,010
Total Liabilities$72,986$198,623▲ $125,637
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$628,087$515,010▼ $113,077
Net Assets With Donor Restrictions$74,807$52,973▼ $21,834
Total Net Assets Fund Balance$702,894$567,983▼ $134,911
Total Liabilities and Net Assets / Fund Balance$775,880$766,606▼ $9,274

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,033$4,023$5,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve WeinbergerCEOFT$164,244$18,827$183,071

Board Members and Trustees

NameTitle
Victor LucasPresident
John KurnikVice President
Allon SamsDirector
Bob ChildressDirector
Chris McadooDirector
Christen GonzalezDirector
Christie SullivanDirector
Collin HeimensenDirector
David RuppelDirector
Doug WhittingtonDirector
Jeni MitchellDirector
Joanie SigalDirector
Lee MaidenbergDirector
Mark PerryDirector
Melissa HoneycuttDirector
Nils SedwickDirector
Ralph ReidDirector
Susan FolsomDirector
Tom NurseDirector
Donna YarbroughSecretary
Linda LarkinsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tsunami MarketingEvent Mgmt726 25TH AVENUE NORTH, St Petersburg, FL 33704$168,639
Revenue and Support

Revenue Composition

Contributions and Grants
$529,566
Program Service Revenue
$25,970
Investment Income
$17,922
Other Revenue
$18,857
All Other Contributions
$429,665
Change in Net Assets
$-137,070

Audited Revenue Reconciliation

Revenue per Audited Statements
$592,315
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,159
Total Revenue per Audited Statements
$594,474
Total Revenue per Form 990
$592,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$439,222
Salaries, Compensation, and Employee Benefits$272,057
Total Fundraising Expense$109,416
Grants and Similar Amounts Paid$18,106
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$87,536$43,768$43,768$175,072
Fees for Services Management$99,700$16,617$49,850$166,167
Fees for Services Other$106,521$646$342$107,509
Advertising$76,810--$76,810
Other Salaries and Wages$28,860$36,152$10,219$75,231
Occupancy$11,851$11,993-$23,844
Payroll Taxes$8,447$5,800$3,917$18,164
Grants to Domestic Individuals$18,106--$18,106
Insurance$12,027$80$533$12,640
Fees for Services Accounting-$8,912-$8,912
Office Expenses$3,202$4,180-$7,382
Other Employee Benefits$1,515$1,288$787$3,590
Fees for Services Legal$2,188--$2,188
Other Expenses$1,305$162-$1,305
Travel$903--$903
Depreciation Depletion-$652-$652
Total Functional Expenses$489,719$130,250$109,416$729,385

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$729,385
Total Expenses per Audited Statements$729,385
Total Expenses per Form 990$729,385
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,982
Fundraising Direct Expenses$1,102
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jazz in Paradise$26,133$17,982$152$17,830
Total Events$26,133$17,982$1,102$16,880
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberBrokers InsuranceYes$101,909
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Memberships$142,647
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Section A, Line 8B

The governing body grants authority to various standing committees to act on its behalf with activities in support of the organization's mission. Many of the committee meetings result in recommendations, which are then taken to the governing body for review and approval in order to proceed. In instances where a committee has the authority to act on behalf of the governing body, the committee provides the governing body with the specific details of the actions taken. This information is provided at the next meeting of the governing body, which meetings are documented with minutes.

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

Organization's process to review form 990 the preparer emails a copy of the final version of the form 990 to the foundation's finance committee, comprised of select members of the board of directors before it is filed. The foundation treasurer chairs the committee and facilitates review and discussion. The finance committee advises the full board of its review. A final copy of the form 990 is also made available to members of the board of directors prior to filing. The finance committee is available to field inquiries.

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

Enforcement of conflicts policy the president distributes annual coi policy and disclosure forms to the entire board at the beginning of the year, the secretary collects and forwards the signed forms to the governance committee for review.

Form 990, Part VI, Section B, Line 15

Compensation process for top official the executive committee of the board of directors periodically reviews compensation for all employees utilizing generally-available market data compensation process for officers the executive committee of the board of directors periodically reviews compensation for all employees utilizing generally-available market data.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation the foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Clearwater Jazz Holiday Foundation Inc
EIN
58-1910442
Phone
7274615200
Address
600 CLEVELAND ST STE 204, CLEARWATER, FL 33755

Signing Officer

Name
Steve Weinberger
Title
CEO
Phone
7274615200
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victor Lucas
Formed
1989
Legal Domicile
Fl
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
85

Preparer

Firm
Rivero Gordimer & Company Pa
Address
201 N FRANKLIN ST SUITE 2200, TAMPA, FL 33602
Preparer
Sam a Lazzara
Phone
8138757774
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

The city of clearwater completed its imagine clearwater construction project in the summer of 2023. Unfortunately, the 2024 festival (october 17-20) was canceled due to the unprecedented impact of hurricanes helene and milton, which struck within two weeks of each other. The combination of safety concerns, logistical challenges, and other critical factors made it impossible and infeasible to proceed with the event. The organization is now preparing for the festival to return to its longtime home on the waterfront in a beautifully redesigned coachman park, a unique setting that accommodates thousands of attendees. The 2025 festival is particularly meaningful as we celebrate a "back to our roots" theme with a refreshed format that embraces the full beauty of coachman park and the waterfront, restoring the festival's beloved intimacy and community spirit, and the 2025 experience will also feature late afternoon concerts in the lower plaza and on the promenade pier ahead of the evening headliners on the main stage. Cjh is produced and organized by the clearwater jazz holiday foundation, inc., a 501(c)(3) not-for-profit organization and proud recipient of the 2016 clearwater regional chamber of commerce's judges' choice nonprofit of the year award. Education and community outreach are central to the organization's mission. The organization celebrates and promotes the art form of jazz year-round with innovative music appreciation and instructional programs, meaningful performance opportunities, targeted funding initiatives, online resources, creative learning experiences, and by cultivating a diverse, vibrant social community.

Form 990, Part III, Line 4B

These opportunities ignite creativity, cultivate musicianship, inspire lifelong careers in music, and foster meaningful connections while enriching skills and building new audiences. All of these activities are highlighted online at the cjh education & outreach and cjh quick look pages which contain several informative photos and videos. Cjh year-round education & outreach initiatives include the following: history of jazz outreach - impacts thousands of middle and upper elementary school students with a live, interactive music experience to local schools (including title i schools) as well as other special groups. The program is free and consists of a jazz educator and outreach band of professionals delivering engaging presentations, telling the story of jazz through music. The program is adaptable and also reaches children whose ability to participate are limited by geography, economics, circumstance, or disability. In 2020, the organization also launched its online stop-time series with frank williams to complement the program with a free comprehensive history of jazz video archive delivered in frank's one-of-a-kind style. Segments are also available in audio form on a new young lions jazz master "virtual" sessions podcast - free on all major platforms. My journey with jazz - a music mentoring project in a unique game format delivering a meaningful experience to neighborhood family center after-school and summer programs in economically challenged communities. Students participate in teams by answering questions from categories with guided discovery. There is also a performance finale where students join professional musicians to showcase what they learned. At the finales, students read scripted parts about important eras and jazz legends. The finales are typically aligned with mandatory parent meetings or other family events. The program's sessions are an interactive musical journey through time. The themes are: 1) new orleans and early jazz; 2) the swing era; 3) bebop and beyond; and 4) jazz & the world. In addition to influential figures, the program highlights important places and paints a picture of the social, political, and economic climate from the emancipation proclamation through the industrial revolution and beyond. In this way, students learn about social issues that shaped the evolution of this truly american art form, and from the very unique perspective of musicians. Students also learn about the power of this music to heal and bridge cultures. In 2020, the organization launched an offshoot called my "virtual" journey with jazz to complement the traditional program with an online resource to reinforce the in-person learning. This virtual component will also provide educational videos about jazz instrumentation and other special subjects. These resources, geared toward a younger audience, are accessible online, and are building a next generation jazz audience. Students are also awarded certificates of recognition as they complete the in-person cycles. Young lions jazz master sessions - a one-of-a-kind instructional experience for jazz students with group clinics, master class sessions, and performance opportunities involving university jazz educators and local jazz professionals, free to participating schools. The program is helping to develop the next generation of players who will carry on the jazz tradition. The peer-to-peer performance and collaborative environment bridges students of varying backgrounds, improves socialization skills, elevates performance ability, and builds confidence. In 2020, the organization launched the young lions jazz master "virtual" sessions, a special program adoption, by engaging musicians to offer live master classes and instrument lessons. These virtual sessions, archived online in "the studio", now complement the traditional in-person programming. All sessions are also available in audio form as part of the cjh's free young lions jazz master "virtual" sessions podcast. Give

Form 990, Part IX, Line 11G

Artist fees: program service expenses 87,247. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,247. Event services: program service expenses 17,677. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,677. Payroll processing fees: program service expenses 1,597. Management and general expenses 646. Fundraising expenses 342. Total expenses 2,585.

FORM 990, PART XII, LINE 2C:

There is no change in the process from the prior year.

Financial Statement Notes

PART X, LINE 2:

Clearwater jazz is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provisions for income taxes have been included in the accompanying financial statements. Management has evaluated clearwater jazz's tax position and concluded that no uncertain tax positions have been taken that would require adjustment to the financial statements to comply with the provisions of the income tax topic of the fasb asc. With few exceptions, the organization is subject to income tax examinations for up to three years after tax returns are filed.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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IRS990/MissionDesc0IT IS CLEARWATER JAZZ HOLIDAY FOUNDATION'S MISSION TO BE THE LEADING PROPONENT OF JAZZ ENTERTAINMENT AND EDUCATION IN FLORIDA THROUGH THE ANNUAL PRESENTATION OF A WORLD-CLASS, LIVE MUSIC FESTIVAL IN CLEARWATER, FLORIDA (CONTINUED ON SCHEDULE O) DURING THE THIRD WEEK OF OCTOBER AND TO PROMOTE TOURISM TO PINELLAS COUNTY AS A KEY COMPONENT OF THIS CELEBRATION.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ACCORDINGLY, WHILE CJH IS THE ORGANIZATION'S MAIN PROGRAM SERVICE, THE MONEY EARNED FROM CJH AND OTHER ANNUAL EVENTS IS USED NOT ONLY TO OPERATE THE ANNUAL FESTIVAL BUT ALSO TO FURTHER THE ORGANIZATION'S COMMUNITY IMPACT. THESE YEAR-ROUND INNOVATIVE INITIATIVES AND SOCIAL EVENTS ARE CHANGING LIVES AND PROVIDING SPECIAL EXPERIENCES FOR PEOPLE OF ALL AGES AND VARYING SOCIO-ECONOMIC BACKGROUNDS, FROM THE VERY YOUNG TO THE SENIOR COMMUNITY. THE ACTIVITIES ALSO PROMOTE PERSONAL AND COMMUNITY CULTURAL DEVELOPMENT, INSPIRE JAZZ/MUSIC APPRECIATION, CREATE AUDIENCES, AND INCREASE CULTURAL AWARENESS THROUGH YEAR-ROUND SOCIAL AND EDUCATIONAL OPPORTUNITIES. (CONTINUED ON SCHEDULE O)
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IRS990/RegularMonitoringEnfrcInd01

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