Civic Intelligence

Willamette Jazz Society

990EZ • Fiscal year 2013 • EIN 75-3020474

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

PO Box 1219497440

(541) 683-6330

Siviq Scores

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

Liabilities / Assets

91st percentile

0.64x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

9.1%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$10,344

Down $1,579 (-13%) from 2012

Net Assets

Up

$3,731

Up $7,009 (+214%) from 2012

Liabilities

Down

$6,613

Down $8,588 (-56%) from 2012

Revenue

Up

$67,554

Up $5,658 (+9.1%) from 2012

Expenses

Up

$60,193

Up $2,867 (+5.0%) from 2012

Net Income

Up

$7,361

Up $2,791 (+61%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $11,923Liabilities 2012: $15,201Net Assets 2012: -$3,2782012Assets 2013: $10,344Liabilities 2013: $6,613Net Assets 2013: $3,7312013Assets 2014: $20,342Liabilities 2014: $8,291Net Assets 2014: $12,0512014Assets 2015: $49,004Liabilities 2015: $22,061Net Assets 2015: $26,9432015Assets 2016: $60,159Liabilities 2016: $18,353Net Assets 2016: $41,8062016Assets 2017: $69,233Liabilities 2017: $25,545Net Assets 2017: $43,6882017Assets 2018: $66,579Liabilities 2018: $7,941Net Assets 2018: $58,6382018Assets 2019: $96,160Liabilities 2019: $2,499Net Assets 2019: $93,6612019Assets 2020: $142,722Liabilities 2020: $1,944Net Assets 2020: $140,7782020Assets 2021: $271,614Liabilities 2021: $3,147Net Assets 2021: $268,4672021Assets 2022: $334,562Liabilities 2022: $4,708Net Assets 2022: $329,8542022Assets 2023: $507,361Liabilities 2023: $2,693Net Assets 2023: $504,6682023Assets 2024: $578,263Liabilities 2024: $1,916Net Assets 2024: $576,3472024

Highlighted filing

2013

Assets$10,344
Liabilities$6,613
Net Assets$3,731

Operations Trend

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

$600K$400K$200K$0Revenue 2012: $61,896Expenses 2012: $57,326Net Income 2012: $4,5702012Revenue 2013: $67,554Expenses 2013: $60,193Net Income 2013: $7,3612013Revenue 2014: $90,111Expenses 2014: $81,791Net Income 2014: $8,3202014Revenue 2015: $112,770Expenses 2015: $97,276Net Income 2015: $15,4942015Revenue 2016: $130,216Expenses 2016: $115,229Net Income 2016: $14,9872016Revenue 2017: $107,684Expenses 2017: $105,802Net Income 2017: $1,8822017Revenue 2018: $125,534Expenses 2018: $115,923Net Income 2018: $9,6112018Revenue 2019: $165,340Expenses 2019: $130,317Net Income 2019: $35,0232019Revenue 2020: $111,690Expenses 2020: $64,573Net Income 2020: $47,1172020Revenue 2021: $223,292Expenses 2021: $95,603Net Income 2021: $127,6892021Revenue 2022: $245,628Expenses 2022: $184,476Net Income 2022: $61,1522022Revenue 2023: $423,685Expenses 2023: $249,096Net Income 2023: $174,5892023Revenue 2024: $354,388Expenses 2024: $282,756Net Income 2024: $71,6322024

Highlighted filing

2013

Revenue$67,554
Expenses$60,193
Net Income$7,361
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$82,943
Mission and Program Overview

Mission

To support the art of jazz in all its diversity.

Program Services

DescriptionGrantsExpenses
Operate an all-ages concert venue. We present over 100 jazz concerts annually, including shows featuring college, high-school age musicians, local, regional and national acts. The venue is also used for rehearsals.-$27,426
We held over 80 all-ages jazz jams, that provide a supportive setting for young and developing jazz musicians to improve their skills. We also offer periodic jazz appreciation workshops and clinics for musicians.-$3,225
We operate an art gallery with displays of works by local and regional artists, and participate in the downtown First Friday Art Walk, by offering a free jazz concert. Art sales support the artists, and Will.Jazz Society.-$837
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nick RieserPresidentPT$0--
John CriderVice President-$0--
Jack ViscardiSecretary-$0--
Bill KlupengerTreasurer-$0--
George RodeBoard Member-$0--
Torrey NewhartBoard Member-$0--
Chris OrsingerBoard Member-$0--
Charmaine RehgBoard Member-$0--
Laura NilesBoard Member-$0--
Filing and Contact Details

Filer

EIN
75-3020474

Signing Officer

Name
Bill Klupenger Treasurer
Title
Board President
Phone
5412061733
Signed
2014-05-07
Discuss with paid preparer
No

Preparer

Preparer
Julie Klupenger
Phone
5416885275
Supplemental Narrative

Additional Explanations

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

Meals and entertainment 50

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

Equipment rental and maintenance 1,710

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

Interest 70

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

Supplies 1,740

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

Artist Fees 837

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

Bank Charges 734

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

Event Expenses 30,651

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

Donation Expense 100

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

Insurance 1,081

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

Licenses Govt Fees 1,013

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

Office Expense 662

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

Refreshments 219

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

Depreciation Expense 1,639

Form 990-EZ, Part I, Line 20, Net Assets

Undetermined change in beginning cash balance -352

Form 990-EZ, Part II, Line 24, Other Assets

Furniture, Fixtures, and Equipment-Less Accumulated Depreciation Beginning of year 5,310, End of year 3,672

Form 990-EZ, Part II, Line 24, Other Assets

Pre-Paid Deposits Beginning of year 1,250, End of year 1,250

Form 990-EZ, Part II, Line 26, Liabilities

ACCOUNTS PAYABLE Beginning of year 340, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

LOANS PAYABLE Beginning of year 14,861, End of year 6,613

Raw XML Appendix208 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Laura Niles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06560
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04922
IRS990EZ/OtherChangesInNetAssetsAmt0-352
IRS990EZ/OtherExpensesTotalAmt040506
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the art of jazz in all its diversity.
IRS990EZ/PrintingPublicationsPostageAmt02249
IRS990EZ/ProgramServiceRevenueAmt035153
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operate an all-ages concert venue. We present over 100 jazz concerts annually, including shows featuring college, high-school age musicians, local, regional and national acts. The venue is also used for rehearsals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We held over 80 all-ages jazz jams, that provide a supportive setting for young and developing jazz musicians to improve their skills. We also offer periodic jazz appreciation workshops and clinics for musicians.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015201
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06613
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt060193
IRS990EZ/TotalProgramServiceExpensesAmt031488
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.TheJazzStation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072574
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0177436
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057013
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011169
IRS990ScheduleA/Total509Grp/TotalAmt0250010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082943
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011169
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Equipment rental and maintenance 1,710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 1,740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Artist Fees 837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges 734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Event Expenses 30,651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donation Expense 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 1,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Licenses Govt Fees 1,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office Expense 662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Refreshments 219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Depreciation Expense 1,639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Undetermined change in beginning cash balance -352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Furniture, Fixtures, and Equipment-Less Accumulated Depreciation Beginning of year 5,310, End of year 3,672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Pre-Paid Deposits Beginning of year 1,250, End of year 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACCOUNTS PAYABLE Beginning of year 340, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17LOANS PAYABLE Beginning of year 14,861, End of year 6,613
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Klupenger Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board President
ReturnHeader/BusinessOfficerGrp/PhoneNum05412061733
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLAMETTE JAZZ SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0753020474
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 12194
ReturnHeader/Filer/USAddress/City0EUGENE
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TOM DOBSCHA & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101650 W 11TH AVENUE STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097402
ReturnHeader/PreparerPersonGrp/PhoneNum05416885275
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE KLUPENGER
ReturnHeader/ReturnTs02014-05-07T09:54:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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.$5.78$0.02$5.76$3.54$2.83$0.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.03$5.05$4.24$2.49$1.75
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.05$3.30$2.46$1.84$0.61
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.03$2.68$2.23$0.96$1.28
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$1.12$0.65$0.47
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$1.65$1.30$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.08$0.59$1.26$1.16$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.26$0.44$1.08$1.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.18$0.42$1.30$1.15$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.22$0.27$1.13$0.97$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.08$0.12$0.90$0.82$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.07$0.04$0.68$0.60$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.15$0.03$0.62$0.57$0.05