Civic Intelligence

Treasure Coast Jazz Society

EIN 59-2756728 • 501(c)3 • Vero Beach, FL

Pub. 78 Eligible990-N Coverage

Profile

To encourage young musicians who will ultimately carry the jazz tradition to future generations.

PO Box 1082Vero Beach, FL 32961-1082

www.tcjazz.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

7th percentile

-169%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$82,278

Down $12,005 (-13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$82,278

Down $12,005 (-13%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Up

$7,099

Up $1,887 (+36%) from 2024

Expenses

Up

$19,104

Up $4,186 (+28%) from 2024

Net Income

Down

-$12,005

Down $2,299 (-24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2023: $103,989Liabilities 2023: $0Net Assets 2023: $103,9892023Assets 2024: $94,283Liabilities 2024: $0Net Assets 2024: $94,2832024Assets 2025: $82,278Liabilities 2025: $0Net Assets 2025: $82,2782025

Highlighted filing

2025

Assets$82,278
Liabilities$0
Net Assets$82,278
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$60K$40K$20K$0-$20KRevenue 2023: $53,414Expenses 2023: $12,674Net Income 2023: $40,7402023Revenue 2024: $5,212Expenses 2024: $14,918Net Income 2024: -$9,7062024Revenue 2025: $7,099Expenses 2025: $19,104Net Income 2025: -$12,0052025

Highlighted filing

2025

Revenue$7,099
Expenses$19,104
Net Income-$12,005
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,278
Liabilities
$0
Net assets
$82,278
Revenue
$7,099
Expenses
$19,104
Net income
-$12,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.19$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.53$0.13$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 11, 2026
Return Version
2024v5.5
Gross Receipts
$49,521
Mission and Program Overview

Mission

To encourage young musicians who will ultimately carry the jazz tradition to future generations.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOLDS CONCERTS WITH THE FINEST NATIONAL AND INTERNATIONAL JAZZ MUSICIANS TO HELP ENCOURAGE YOUNG MUSICIANS TO CARRY ON THE JAZZ TRADITION.$0$12,105
THE ORGANIZATION DONATES FINANCIAL SCHOLARSHIP AID TO TALENTED LOCAL HIGH SCHOOL JAZZ MUSICIANS TO CONTINUE STUDY AT THE COLLEGE OR UNIVERSITY LEVEL.$0$7,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE BURLINGAMEDirectorPT$0--
WILLIAM FOUNTAINDirectorPT$0--
JOE LOPEZDirectorPT$0--
GAYE TOLAN HARTFIELDDirectorPT$0--
JAMES BOZZIDirectorPT$0--
SHARON BASTIDEPresidentPT$0--
TOM BUTZTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jazz Concerts$38,711$38,711$42,422$-3,711
Total Events$38,711$38,711$42,422$-3,711
Filing and Contact Details

Filer

Filer Name
Treasure Coast Jazz Society
EIN
59-2756728
Phone
7722344600
Address
PO BOX 1082, VERO BEACH, FL 32961-1082

Signing Officer

Name
Sharon Bastide
Title
President
Phone
7722344600
Signed
2026-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Offutt Barton Schlitt LLC
Address
570 BEACHLAND BLVD, VERO BEACH, FL 32963
Preparer
William F Schlitt
Phone
7722312100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment interest income. Amount: 1,435.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarship. Amount: 7,000. Description: office supplies. Amount: 152. Description: website. Amount: 1,844. Description: advertising. Amount: 4,838. Description: bank charges. Amount: 227. Description: insurance. Amount: 1,202. Total to form 990-ez, line 16: 15,263.”

Raw XML Appendix192 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE YOUNG MUSICIANS WHO WILL ULTIMATELY CARRY THE JAZZ TRADITION TO FUTURE GENERATIONS.
IRS990EZ/PrintingPublicationsPostageAmt01141
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION DONATES FINANCIAL SCHOLARSHIP AID TO TALENTED LOCAL HIGH SCHOOL JAZZ MUSICIANS TO CONTINUE STUDY AT THE COLLEGE OR UNIVERSITY LEVEL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INTEREST INCOME. AMOUNT: 1,435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP. AMOUNT: 7,000. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 152. DESCRIPTION: WEBSITE. AMOUNT: 1,844. DESCRIPTION: ADVERTISING. AMOUNT: 4,838. DESCRIPTION: BANK CHARGES. AMOUNT: 227. DESCRIPTION: INSURANCE. AMOUNT: 1,202. TOTAL TO FORM 990-EZ, LINE 16: 15,263.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON BASTIDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07722344600
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREASURE COAST JAZZ SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0TREA
ReturnHeader/Filer/EIN0592756728
ReturnHeader/Filer/PhoneNum07722344600
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ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
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ReturnHeader/Filer/USAddress/ZIPCd0329611082
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFFUTT BARTON SCHLITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0570 BEACHLAND BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F SCHLITT
ReturnHeader/ReturnTs02026-03-12T09:26:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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