Summit Jazz Foundation

990EZ • Fiscal year 2014 • EIN 84-1143070

Nov 01, 2013 to Oct 31, 2014 • Filed on Jun 16, 2015

Organization Profile www.summitjazz.org

PO Box 1150Evergreen, CO 80437

(360) 808-7608

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

1.5%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-15%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

15%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$7,350

Down $1,307 (-15%) from 2013

Net Assets

Down

$7,350

Down $1,307 (-15%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin46th percentile

Revenue

$53,903

Up $7,102 (+15%) from 2013

Expenses

$53,070

Up $5,592 (+12%) from 2013

Net Income

$833

Up $1,510 (+223%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2014

Assets$7,350

Liabilities$0

Net Assets$7,350

Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

Highlighted filing

2014

Revenue$53,903

Expenses$53,070

Net Income$833

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2013 to Oct 31, 2014
Signed: Jun 16, 2015
Return Version: 2013v4.0
Gross Receipts: $53,903

Mission and Program Overview

Mission

Promotion of jazz events in Colorado

Program Services

Description	Grants	Expenses
Promotion of jazz events in Colorado.	$49,727	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Juanita Frederickson	President	-	$0	-	-
Mari Brown	Director	-	$0	-	-
Joyce Mirow	Director	-	$0	-	-
Maureen Otto	Director	-	$0	-	-
Ed Danielson	Director	-	$0	-	-
Dr Roy Jones	Director	-	$0	-	-
Donna Jones	Director	-	$0	-	-
Regina Lawrence	Director	-	$0	-	-
Barbara Dorsey	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 84-1143070
Phone: 3608087608

Signing Officer

Name: Juanita Frederickson
Title: President
Signed: 2015-06-16
Discuss with paid preparer: Yes

Preparer

Preparer: Nancy E Scott
Phone: 3603856070

Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1098”

Other Expenses.1002

“Office Expenses $1319”

Other Expenses.1005

“Travel $13163”

Other Expenses.1

“Program Expenses $23953”

Other Expenses.2

“Bank Fees $5756”

Other Expenses.3

“Rental of Equipment $4700”

Other Expenses.4

“Telephone $1326”

Other Expenses.7

“Refunds $128”

Raw XML Appendix191 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm	0	Juanita Frederickson
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	3608087608
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	4131 NE 22nd Ave
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Portland
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	97211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	6517
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	7350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	26435
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	655
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
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IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	53903
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	6517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	7350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	6517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	7350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Juanita Frederickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Mari Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Joyce Mirow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Maureen Otto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Ed Danielson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	Dr Roy Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	Donna Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	Regina Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	Barbara Dorsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	51443
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Promotion of jazz events in Colorado
IRS990EZ/PrintingPublicationsPostageAmt	0	972
IRS990EZ/ProgramServiceRevenueAmt	0	27468
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Promotion of jazz events in Colorado.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	49727
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	53070
IRS990EZ/TotalProgramServiceExpensesAmt	0	49727
IRS990EZ/TotalRevenueAmt	0	53903
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.summitjazz.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	26435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	12935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	13018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	12935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	12934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	78257
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	27468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	34142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	39353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	61027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	62410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	224400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	1653
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	270
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	1923
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99370
IRS990ScheduleA/PublicSupportTotal509Amt	0	302657
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	53903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	47077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	52371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	73962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	75344
IRS990ScheduleA/Total509Grp/TotalAmt	0	302657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	53903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	47077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	52371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	75615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	75614
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	304580
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Advertising and Promotion $1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Office Expenses $1319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Travel $13163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Program Expenses $23953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Bank Fees $5756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Rental of Equipment $4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Telephone $1326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Refunds $128
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.7
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Juanita Frederickson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Summit Jazz Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SUMM
ReturnHeader/Filer/EIN	0	841143070
ReturnHeader/Filer/PhoneNum	0	3608087608
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box 1150
ReturnHeader/Filer/USAddress/City	0	Evergreen
ReturnHeader/Filer/USAddress/State	0	CO
ReturnHeader/Filer/USAddress/ZIPCode	0	80437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	NANCY E SCOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	114 F STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	PORT TOWNSEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	983682282
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3603856070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Nancy E Scott
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-06-16T14:28:29-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-11-01
ReturnHeader/TaxPeriodEndDt	0	2014-10-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,350
Liabilities: $0
Net assets: $7,350
Revenue: $53,903
Expenses: $53,070
Net income: $833

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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