Civic Intelligence

Summit Jazz Foundation

990EZ • Fiscal year 2013 • EIN 84-1143070

Nov 01, 2012 to Oct 31, 2013 • Filed on Jun 12, 2014

PO Box 1150Evergreen, CO 80437
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

38th percentile

-1.4%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Down

$8,657

Down $677 (-7.3%) from 2012

Net Assets

Down

$8,657

Down $677 (-7.3%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$46,801

Down $6,916 (-13%) from 2012

Expenses

Down

$47,478

Down $5,699 (-11%) from 2012

Net Income

Down

-$677

Down $1,217 (-225%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$8,657
Liabilities$0
Net Assets$8,657

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$46,801
Expenses$47,478
Net Income-$677
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Jun 12, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

Promotion of jazz events in Colorado

Filing and Contact Details

Filer

EIN
84-1143070
Raw XML Appendix203 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/CashSavingsAndInvestments/BOY06894
IRS990EZ/CashSavingsAndInvestments/EOY06517
IRS990EZ/ContributionsGiftsGrantsEtc012055
IRS990EZ/CostOfGoodsSold0300
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-677
IRS990EZ/FeesAndOthPymtToIndContractors015160
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
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IRS990EZ/GrossSalesOfInventory0274
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IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition64.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Barbara Dorsey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Regina Lawrence
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Donna Jones
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Ed Danielson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Maureen Otto
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Mari Brown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Juanita Frederickson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY02440
IRS990EZ/OtherAssetsTotal/EOY02140
IRS990EZ/OtherExpensesTotal030162
IRS990EZ/OtherRevenueTotal0630
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Promotion of jazz events in Colorado
IRS990EZ/PrintingPublicationsPostage02156
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Promotion of jazz events in Colorado.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations047088
IRS990EZ/ProgramServiceRevenue034142
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101044 Water St 230
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Port Townsend
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode098368
IRS990EZ/TheBooksAreInCareOf/NamePerson0Juanita Frederickson
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03608087608
IRS990EZ/TotalAssets/BOY09334
IRS990EZ/TotalAssets/EOY08657
IRS990EZ/TotalExpenses047478
IRS990EZ/TotalProgramServiceExpenses047088
IRS990EZ/TotalRevenue046801
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.summitjazz.org
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear012055
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year013018
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years012935
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years012934
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years024751
IRS990ScheduleA/GiftsGrantsContribReceived509/Total075693
IRS990ScheduleA/GrossInvestmentIncome509/Total00
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear034142
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year039353
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years061027
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years062410
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years061852
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0258784
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/CurrentTaxYear0604
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year01346
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years01653
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years0270
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years0835
IRS990ScheduleA/OtherIncome509/Total04708
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.98610
IRS990ScheduleA/PublicSupportTotal5090334477
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear046197
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year052371
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years073962
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years075344
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years086603
IRS990ScheduleA/Total509/Total0334477
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear046801
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year053717
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years075615
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years075614
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years087438
IRS990ScheduleA/TotalSupportTotal/Total0339185
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0Inventories - Beginning $2440 Inventories - Ending $2140
IRS990ScheduleO/GeneralExplanation/Explanation1Dues $20
IRS990ScheduleO/GeneralExplanation/Explanation2Refunds $166
IRS990ScheduleO/GeneralExplanation/Explanation3Miscellaneous $524
IRS990ScheduleO/GeneralExplanation/Explanation4Bank Charges $1276
IRS990ScheduleO/GeneralExplanation/Explanation5Equipment Rental $5959
IRS990ScheduleO/GeneralExplanation/Explanation6Travel $18978
IRS990ScheduleO/GeneralExplanation/Explanation7Office Expenses $2250
IRS990ScheduleO/GeneralExplanation/Explanation8Advertising and Promotion $989
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1010
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1010
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1
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IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0841143070
ReturnHeader/Filer/Name/BusinessNameLine10Summit Jazz Foundation
ReturnHeader/Filer/NameControl0SUMM
ReturnHeader/Filer/Phone03608087608
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1150
ReturnHeader/Filer/USAddress/City0Evergreen
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080437
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-06-12
ReturnHeader/Officer/Name0Juanita Frederickson
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10NANCY E SCOTT CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10114 F STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PORT TOWNSEND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0983682282
ReturnHeader/Preparer/Name0Nancy E Scott
ReturnHeader/Preparer/Phone03603856070
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-06-12T08:27:56-07:00

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Filings