Civic Intelligence

Summit Jazz Foundation

EIN 84-1143070 • 501(c)3 • Evergreen, CO

Profile

Promotion of jazz events in Colorado

PO Box 1150Evergreen, CO 80437

www.summitjazz.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

34th percentile

-7.0%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-36%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,669

Down $2,681 (-36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$4,669

Down $2,681 (-36%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$38,574

Down $15,329 (-28%) from 2014

Expenses

Down

$41,255

Down $11,815 (-22%) from 2014

Net Income

Down

-$2,681

Down $3,514 (-422%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$10K$5.0K$0Assets 2011: $8,794Liabilities 2011: $02011Assets 2012: $9,334Net Assets 2012: $9,3342012Assets 2013: $8,657Liabilities 2013: $0Net Assets 2013: $8,6572013Assets 2014: $7,350Liabilities 2014: $0Net Assets 2014: $7,3502014Assets 2015: $4,669Liabilities 2015: $0Net Assets 2015: $4,6692015

Highlighted filing

2015

Assets$4,669
Liabilities$0
Net Assets$4,669
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2011: $73,625Expenses 2011: $76,872Net Income 2011: -$3,2472011Revenue 2012: $53,717Expenses 2012: $53,177Net Income 2012: $5402012Revenue 2013: $46,801Expenses 2013: $47,478Net Income 2013: -$6772013Revenue 2014: $53,903Expenses 2014: $53,070Net Income 2014: $8332014Revenue 2015: $38,574Expenses 2015: $41,255Net Income 2015: -$2,6812015

Highlighted filing

2015

Revenue$38,574
Expenses$41,255
Net Income-$2,681
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,669
Liabilities
$0
Net assets
$4,669
Revenue
$38,574
Expenses
$41,255
Net income
-$2,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$38.6$41.3$2.68
2014Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$53.9$53.1$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.00$8.66$46.8$47.5$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$9.33$53.7$53.2$0.54
2011Summary only. Only limited summary data is available for this year.$8.79$0.00$73.6$76.9$3.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Jul 23, 2016
Return Version
2014v6.0
Gross Receipts
$38,574
Mission and Program Overview

Mission

Promotion of jazz events in Colorado

Program Services

DescriptionGrantsExpenses
Promotion of jazz events in Colorado.$40,747-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juanita FredericksonPresident-$0--
Mari BrownDirector-$0--
Maureen OttoDirector-$0--
Ed DanielsonDirector-$0--
Donna JonesDirector-$0--
Regina LawrenceTreasurer-$0--
Barbara DorseyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summit Jazz Foundation
EIN
84-1143070
Phone
3608087608
Address
PO Box 1150, Evergreen, CO 80437

Signing Officer

Name
Juanita Frederickson
Title
President
Signed
2016-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Nancy E Scott CPA
Address
114 F STREET, PORT TOWNSEND, WA 98368-2282
Preparer
Nancy E Scott CPA
Phone
3603856070
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $446”

Other Expenses.1002

“Office Expenses $153”

Other Expenses.1005

“Travel $8562”

Other Expenses.1

“Program Expenses $28391”

Other Expenses.3

“Miscellaneous $1003”

Other Expenses.4

“Bank Fees $601”

Raw XML Appendix172 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/BooksInCareOfDetail/PersonNm0Juanita Frederickson
IRS990EZ/BooksInCareOfDetail/PhoneNum03608087608
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04131 NE 22nd Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04669
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012918
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2681
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07350
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04669
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038574
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07350
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04669
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07350
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04669
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Juanita Frederickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mari Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maureen Otto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ed Danielson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Donna Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Regina Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Barbara Dorsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotion of jazz events in Colorado
IRS990EZ/PrintingPublicationsPostageAmt01499
IRS990EZ/ProgramServiceRevenueAmt025656
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotion of jazz events in Colorado.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040747
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041255
IRS990EZ/TotalProgramServiceExpensesAmt040747
IRS990EZ/TotalRevenueAmt038574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.summitjazz.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078241
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0187648
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01653
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01653
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99380
IRS990ScheduleA/PublicSupportPY509Pct00.99370
IRS990ScheduleA/PublicSupportTotal509Amt0265889
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073962
IRS990ScheduleA/Total509Grp/TotalAmt0265889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075615
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0267542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $8562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses $28391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $1003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $601
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Juanita Frederickson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summit Jazz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0841143070
ReturnHeader/Filer/PhoneNum03608087608
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1150
ReturnHeader/Filer/USAddress/CityNm0Evergreen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NANCY E SCOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 F STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT TOWNSEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0983682282
ReturnHeader/PreparerPersonGrp/PhoneNum03603856070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy E Scott CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-23T18:03:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

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