Civic Intelligence

Knoxville Jazz Orchestra

EIN 62-1827891 • 501(c)3 • Knoxville, TN

Profile

To promote and preserve jazz music.

2518 Sherrod RoadKnoxville, TN 37920

www.knoxjazz.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

57th percentile

5.5%

Higher net margin than 57% 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

68th percentile

9.9%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$301,180

Up $27,183 (+9.9%) from 2024

Liabilities

Down

$1,439

Down $1,214 (-46%) from 2024

Net Assets

Up

$299,741

Up $28,397 (+10%) from 2024

Revenue

Up

$406,710

Up $67,959 (+20%) from 2024

Expenses

Up

$384,194

Up $52,953 (+16%) from 2024

Net Income

Up

$22,516

Up $15,006 (+200%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $51,607Liabilities 2010: $11,551Net Assets 2010: $40,0562010Assets 2011: $62,931Liabilities 2011: $18,8312011Assets 2012: $52,104Liabilities 2012: $6,056Net Assets 2012: $46,0482012Assets 2013: $81,529Liabilities 2013: $12,974Net Assets 2013: $68,5552013Assets 2014: $93,032Liabilities 2014: $18,635Net Assets 2014: $74,3972014Assets 2015: $85,398Liabilities 2015: $6,420Net Assets 2015: $78,9782015Assets 2016: $107,319Liabilities 2016: $4,193Net Assets 2016: $103,1262016Assets 2017: $164,916Liabilities 2017: $23,820Net Assets 2017: $141,0962017Assets 2018: $201,579Liabilities 2018: $30,464Net Assets 2018: $171,1152018Assets 2019: $117,161Liabilities 2019: $4,560Net Assets 2019: $112,6012019Assets 2020: $78,883Liabilities 2020: $517Net Assets 2020: $78,3662020Assets 2021: $153,777Liabilities 2021: $696Net Assets 2021: $153,0812021Assets 2022: $185,485Liabilities 2022: $700Net Assets 2022: $184,7852022Assets 2023: $256,709Liabilities 2023: $2,447Net Assets 2023: $254,2622023Assets 2024: $273,997Liabilities 2024: $2,653Net Assets 2024: $271,3442024Assets 2025: $301,180Liabilities 2025: $1,439Net Assets 2025: $299,7412025

Highlighted filing

2025

Assets$301,180
Liabilities$1,439
Net Assets$299,741

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $146,767Expenses 2010: $156,961Net Income 2010: -$10,1942010Revenue 2011: $172,884Expenses 2011: $168,840Net Income 2011: $4,0442011Revenue 2012: $153,272Expenses 2012: $151,324Net Income 2012: $1,9482012Revenue 2013: $179,927Expenses 2013: $157,420Net Income 2013: $22,5072013Revenue 2014: $197,566Expenses 2014: $191,724Net Income 2014: $5,8422014Revenue 2015: $217,024Expenses 2015: $212,443Net Income 2015: $4,5812015Revenue 2016: $230,556Expenses 2016: $206,408Net Income 2016: $24,1482016Revenue 2017: $264,746Expenses 2017: $226,776Net Income 2017: $37,9702017Revenue 2018: $321,943Expenses 2018: $291,924Net Income 2018: $30,0192018Revenue 2019: $90,186Expenses 2019: $148,700Net Income 2019: -$58,5142019Revenue 2020: $232,669Expenses 2020: $266,904Net Income 2020: -$34,2352020Revenue 2021: $126,686Expenses 2021: $66,879Net Income 2021: $59,8072021Revenue 2022: $294,690Expenses 2022: $253,381Net Income 2022: $41,3092022Revenue 2023: $391,813Expenses 2023: $329,177Net Income 2023: $62,6362023Revenue 2024: $338,751Expenses 2024: $331,241Net Income 2024: $7,5102024Revenue 2025: $406,710Expenses 2025: $384,194Net Income 2025: $22,5162025

Highlighted filing

2025

Revenue$406,710
Expenses$384,194
Net Income$22,516

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.01$3.00$4.07$3.84$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.03$2.71$3.39$3.31$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.02$2.54$3.92$3.29$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.85$2.95$2.53$0.41
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$1.27$0.67$0.60
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$2.33$2.67$0.34
2019Summary only. Only limited summary data is available for this year.$1.17$0.05$1.13$0.90$1.49$0.59
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.30$1.71$3.22$2.92$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.24$1.41$2.65$2.27$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.04$1.03$2.31$2.06$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.79$2.17$2.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.19$0.74$1.98$1.92$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.13$0.69$1.80$1.57$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.06$0.46$1.53$1.51$0.02
2011Summary only. Only limited summary data is available for this year.$0.63$0.19$1.73$1.69$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.12$0.40$1.47$1.57$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 26, 2025
Return Version
2024v5.2
Gross Receipts
$450,424
Mission and Program Overview

Mission

To promote and preserve jazz music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$172,619$174,451▲ $1,832
Investments in Publicly Traded Securities$67,490$78,557▲ $11,067
Cash and Non-Interest-Bearing Accounts$33,888$48,172▲ $14,284
Total Assets$273,997$301,180▲ $27,183
Liabilities
Accounts Payable and Accrued Expenses$2,653$1,439▼ $1,214
Total Liabilities$2,653$1,439▼ $1,214
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$271,344$259,741▼ $11,603
Net Assets With Donor Restrictions-$40,000-
Total Net Assets Fund Balance$271,344$299,741▲ $28,397
Total Liabilities and Net Assets / Fund Balance$273,997$301,180▲ $27,183
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin GrimacChair
Jan BechtelPast Chair
Barbara CristBoard Member
Bob LedererBoard Member
Christopher HillBoard Member
Don HoughBoard Member
Edie VolkBoard Member
Elizabeth BatchelorBoard Member
Janice ColeBoard Member
Jerome MillerBoard Member
John McCartyBoard Member
Josh WalkerBoard Member
Julia MullaneyBoard Member
Michael GrantBoard Member
Mollie TurnerBoard Member
Natalie DowlingBoard Member
Paul ClayBoard Member
Sheena McCallBoard Member
Steve WachterBoard Member
Suzanne PrinceBoard Member
Tom ShawBoard Member
Cindy HassilSecretary
Matt DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$249,881
Program Service Revenue
$192,047
Investment Income
$7,446
Other Revenue
$-42,664
All Other Contributions
$166,037
Change in Net Assets
$22,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$320,681
Salaries, Compensation, and Employee Benefits$63,513
Total Fundraising Expense$3,176
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$20,650$35,400$2,950$59,000
All Other Expenses$39,165$17,164-$56,329
Advertising$28,837--$28,837
Other Expenses$23,624--$23,624
Office Expenses-$8,882-$8,882
Fees for Services Accounting-$6,628-$6,628
Travel$6,484--$6,484
Payroll Taxes$1,579$2,708$226$4,513
Insurance-$500-$500
Total Functional Expenses$309,736$71,282$3,176$384,194
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,714
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$66,312-$6,158-
Jazz and Cocktails$7,532---
Total Events$73,844-$43,714$-43,714
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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, Section B, line 11B

The board of directors reviews and approved the 990 prior to filing.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Knoxville Jazz Orchestra
EIN
62-1827891
Phone
8655733226
Address
2518 Sherrod Road, Knoxville, TN 37920

Signing Officer

Name
Vance Thompson
Title
Executive Director
Phone
8655733226
Signed
2025-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vance Thompson
Formed
2000
Legal Domicile
Tn
Voting Board Members
23
Independent Board Members
23
Employees
1
Volunteers
50

Preparer

Firm
Elliott Advisory Group PLLC
Address
2076 Lakeside Centre Way, Knoxville, TN 37922
Preparer
Nicole Elliott
Phone
8655841802
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Guest Artist Fees: Program service expenses 21,151. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,151. Equipment Rental: Program service expenses 10,888. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,888. Operations: Program service expenses 0. Management and general expenses 9,634. Fundraising expenses 0. Total expenses 9,634. Post Audio Production: Program service expenses 5,719. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,719. License & Permits: Program service expenses 0. Management and general expenses 3,385. Fundraising expenses 0. Total expenses 3,385. General Admin: Program service expenses 0. Management and general expenses 1,800. Fundraising expenses 0. Total expenses 1,800. Bank Charges: Program service expenses 0. Management and general expenses 1,509. Fundraising expenses 0. Total expenses 1,509. Commissions: Program service expenses 1,150. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,150. Postage and Delivery: Program service expenses 0. Management and general expenses 836. Fundraising expenses 0. Total expenses 836. Musical Supplies: Program service expenses 257. Management and general expenses 0. Fundraising expenses 0. Total expenses 257.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member
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