Civic Intelligence

Foundation to Advance Jazz

990EZ • Fiscal year 2018 • EIN 81-1511864

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 18, 2009

3739 Balboa StreetSan Francisco, CA 94121

(310) 630-7466

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$36,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

192%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$60,135

Up $39,529 (+192%) from 2017

Net Assets

Up

$60,135

Up $39,529 (+192%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$185,373

Up $117,920 (+175%) from 2017

Expenses

Up

$145,844

Up $84,418 (+137%) from 2017

Net Income

Up

$39,529

Up $33,502 (+556%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $20,606Net Assets 2017: $20,6062017Assets 2018: $60,135Net Assets 2018: $60,1352018Assets 2019: $74,045Liabilities 2019: $1,982Net Assets 2019: $72,0632019Assets 2020: $302,348Liabilities 2020: $104,658Net Assets 2020: $197,6902020Assets 2021: $277,339Liabilities 2021: $99,661Net Assets 2021: $177,6782021Assets 2022: $260,574Liabilities 2022: $94,595Net Assets 2022: $165,9792022Assets 2023: $333,067Liabilities 2023: $94,039Net Assets 2023: $239,0282023Assets 2024: $449,673Liabilities 2024: $86,307Net Assets 2024: $363,3662024

Highlighted filing

2018

Assets$60,135
Liabilities-
Net Assets$60,135

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $67,453Expenses 2017: $61,426Net Income 2017: $6,0272017Revenue 2018: $185,373Expenses 2018: $145,844Net Income 2018: $39,5292018Revenue 2019: $224,145Expenses 2019: $212,217Net Income 2019: $11,9282019Revenue 2020: $405,248Expenses 2020: $265,573Net Income 2020: $139,6752020Revenue 2021: $470,254Expenses 2021: $490,098Net Income 2021: -$19,8442021Revenue 2022: $429,810Expenses 2022: $441,508Net Income 2022: -$11,6982022Revenue 2023: $489,131Expenses 2023: $416,085Net Income 2023: $73,0462023Revenue 2024: $545,010Expenses 2024: $424,616Net Income 2024: $120,3942024

Highlighted filing

2018

Revenue$185,373
Expenses$145,844
Net Income$39,529
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 18, 2009
Return Version
2018v3.1
Gross Receipts
$185,373
Mission and Program Overview

Mission

PROMOTE THE LOVE OF JAZZ

Program Services

DescriptionGrantsExpenses
JAZZ$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL GOLDSTEINManaging DirectorFT$36,500-$36,500
ERIC ZIMMERMANDirectorPT$0--
ADAM BERMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Foundation to Advance Jazz
EIN
81-1511864
Phone
3106307466
Address
3739 BALBOA STREET, SAN FRANCISCO, CA 94121

Signing Officer

Name
Paul Goldstein
Title
Managing Director
Phone
3106307466
Signed
2009-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Sheldon Greenspan CPA
Address
570 LEXINGTON AVENUE STE 1600, New York, NY 10022
Preparer
Sheldon Greenspan
Phone
2122238433
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

MUSIC PURCHASES 1132.

Form 990EZ, Part I, Line 16

ROYALTIES 2767.

Form 990EZ, Part I, Line 16

Computer, internet and software 17138.

Form 990EZ, Part I, Line 16

Marketing and promotion 6891.

Form 990EZ, Part I, Line 16

OFFICE 6425.

Form 990EZ, Part I, Line 16

PROCESSING FEES 6440.

Form 990EZ, Part I, Line 16

TELEPHONE 1646.

Form 990EZ, Part I, Line 16

PROFESSIONAL FEES 6995.

Form 990EZ, Part I, Line 16

TRAVEL 338.

Form 990EZ, Part I, Line 16

Voiceover and recording 15642.

Form 990EZ, Part I, Line 16

Listener merchandise items 2246.

Form 990EZ, Part I, Line 16

Bank service charges 1690.

Form 990EZ, Part I, Line 16

ENTERTAINMENT 659.

Form 990EZ, Part I, Line 16

Repairs and maintenance 32.

Form 990EZ, Part I, Line 16

INSURANCE 1015.

Form 990EZ, Part I, Line 16

OTHER 60.

Form 990EZ, Part II, Line 24

Due from paul goldstein 189. 429.

Raw XML Appendix195 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAUL GOLDSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum03106307446
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03739 BALBOA STREET 245
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0941212605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185373
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039529
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032852
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020606
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060135
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0185373
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020606
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060135
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020606
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060135
IRS990EZ/OccupancyRentUtltsAndMaintAmt05376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt036500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGING DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0189
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0429
IRS990EZ/OtherExpensesTotalAmt071116
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE LOVE OF JAZZ
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JAZZ
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt036500
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0145844
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0185373
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JAZZGROOVE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0252826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252826
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0185373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067453
IRS990ScheduleA/Total509Grp/TotalAmt0252826
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252826
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MUSIC PURCHASES 1132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROYALTIES 2767.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER, INTERNET AND SOFTWARE 17138.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING AND PROMOTION 6891.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE 6425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESSING FEES 6440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE 1646.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL FEES 6995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRAVEL 338.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VOICEOVER AND RECORDING 15642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LISTENER MERCHANDISE ITEMS 2246.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK SERVICE CHARGES 1690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ENTERTAINMENT 659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REPAIRS AND MAINTENANCE 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14INSURANCE 1015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OTHER 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DUE FROM PAUL GOLDSTEIN 189. 429.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03106307466
ReturnHeader/BusinessOfficerGrp/SignatureDt02009-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION TO ADVANCE JAZZ
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0811511864
ReturnHeader/Filer/PhoneNum03106307466
ReturnHeader/Filer/USAddress/AddressLine1Txt03739 BALBOA STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E6F5DFC03435866E4CF280A4FD4C8B5081BDC7D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E6F5DFC03435866E4CF280A4FD4C8B5081BDC7D5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.147.122
ReturnHeader/FilingSecurityInformation/IPDt02019-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:44:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sheldon Greenspan CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0570 LEXINGTON AVENUE STE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02122238433
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELDON GREENSPAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-13T07:44:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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