Civic Intelligence

Juneau Jazz and Classics Inc.

990 • Fiscal year 2014 • EIN 94-3053060

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

PO Box 02215299802

(907) 463-3378

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

24th percentile

-9.4%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

95th percentile

$62,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

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

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

49th percentile

1.0%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Down

$204,392

Down $25,985 (-11%) from 2013

Net Assets

Down

$194,321

Down $28,834 (-13%) from 2013

Liabilities

Up

$10,071

Up $2,849 (+39%) from 2013

Revenue

$305,127

No earlier filing loaded for comparison.

Expenses

Up

$333,961

Up $29,267 (+9.6%) from 2013

Net Income

-$28,834

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $29,329Liabilities 2010: $1,137Net Assets 2010: $28,1922010Assets 2011: $87,382Liabilities 2011: $11,265Net Assets 2011: $76,1172011Assets 2012: $148,765Liabilities 2012: $19,140Net Assets 2012: $129,6252012Assets 2013: $230,377Liabilities 2013: $7,222Net Assets 2013: $223,1552013Assets 2014: $204,392Liabilities 2014: $10,071Net Assets 2014: $194,3212014Assets 2015: $208,128Liabilities 2015: $4,926Net Assets 2015: $203,2022015Assets 2016: $220,588Liabilities 2016: $5,232Net Assets 2016: $215,3562016Assets 2017: $179,592Liabilities 2017: $7,081Net Assets 2017: $172,5112017Assets 2018: $112,094Liabilities 2018: $20,824Net Assets 2018: $91,2702018Assets 2019: $59,487Liabilities 2019: $6,711Net Assets 2019: $52,7762019Assets 2020: $116,621Liabilities 2020: $1,609Net Assets 2020: $115,0122020Assets 2021: $223,937Liabilities 2021: $1,670Net Assets 2021: $222,2672021Assets 2022: $233,921Liabilities 2022: $3,039Net Assets 2022: $230,8822022Assets 2023: $286,765Liabilities 2023: $9,304Net Assets 2023: $277,4612023Assets 2024: $255,646Liabilities 2024: $10,640Net Assets 2024: $245,0062024

Highlighted filing

2014

Assets$204,392
Liabilities$10,071
Net Assets$194,321

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $182,874Expenses 2010: $199,051Net Income 2010: -$16,1772010Expenses 2011: $205,9982011Revenue 2012: $299,235Expenses 2012: $248,395Net Income 2012: $50,8402012Expenses 2013: $304,6942013Revenue 2014: $305,127Expenses 2014: $333,961Net Income 2014: -$28,8342014Revenue 2015: $337,673Expenses 2015: $336,420Net Income 2015: $1,2532015Revenue 2016: $367,019Expenses 2016: $360,225Net Income 2016: $6,7942016Revenue 2017: $270,483Expenses 2017: $313,914Net Income 2017: -$43,4312017Revenue 2018: $297,674Expenses 2018: $376,438Net Income 2018: -$78,7642018Revenue 2019: $200,628Expenses 2019: $240,318Net Income 2019: -$39,6902019Revenue 2020: $218,332Expenses 2020: $152,784Net Income 2020: $65,5482020Revenue 2021: $267,771Expenses 2021: $168,046Net Income 2021: $99,7252021Revenue 2022: $302,763Expenses 2022: $298,058Net Income 2022: $4,7052022Revenue 2023: $390,873Expenses 2023: $346,670Net Income 2023: $44,2032023Revenue 2024: $347,308Expenses 2024: $383,557Net Income 2024: -$36,2492024

Highlighted filing

2014

Revenue$305,127
Expenses$333,961
Net Income-$28,834
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$322,387
Mission and Program Overview

Mission

Juneau jazz & classics is a music festival that builds community through adventurous musical experiences, purposeful arts education, and comprehensive community involvement with professional musicians.

Present an annual festival of live professional jazz & classical music including free concerts, family events, regular concerts, workshops & musical opportunities for students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$223,155$194,321▼ $28,834
Cash and Non-Interest-Bearing Accounts$184,954$174,589▼ $10,365
Accounts Receivable$38,882$19,545▼ $19,337
Investments Program Related$6,541$7,558▲ $1,017
Land, Buildings, and Equipment, Net$0$2,700▲ $2,700
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$230,377$204,392▼ $25,985
Liabilities
Accounts Payable and Accrued Expenses$7,222$10,071▲ $2,849
Total Liabilities$7,222$10,071▲ $2,849
Net Assets / Fund Balance
Total Net Assets Fund Balance$223,155$194,321▼ $28,834
Total Liabilities and Net Assets / Fund Balance$230,377$204,392▼ $25,985

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,700$56,781$59,481
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda RosenthalArtistic/executive DirectoFT$62,000$62,000

Board Members and Trustees

NameTitle
Kathy Kolkhorst RuddyChair
Vicki VanfleetVice-chair
Janet SchempfBoard Member
Kathleen DonohoeBoard Member
Larry WestBoard Member
Madeleine LefebvreBoard Member
Tony StrongBoard Member
Zane JonesBoard Member
Hal GeigerSecretary
Adam SycksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$157,484
Program Service Revenue
$140,949
Investment Income
$753
Other Revenue
$5,941
All Other Contributions
$112,044
Change in Net Assets
$-28,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,141
Salaries, Compensation, and Employee Benefits$106,820
Total Fundraising Expense$16,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$119,575$190-$119,765
Current Officers, Directors, Trustees, and Key Employees$31,000$24,800$6,200$62,000
Other Salaries and Wages$19,695$15,756$3,939$39,390
Travel$23,042$3,400$1,184$27,626
Advertising$16,521--$16,521
Occupancy$16,489--$16,489
Office Expenses-$10,029$4,210$14,239
Insurance$9,324--$9,324
Payroll Taxes$2,715$2,172$543$5,430
Other Expenses$4,029--$4,029
Information Technology$2,489--$2,489
Fees for Services Accounting-$2,261-$2,261
Depreciation Depletion$300--$300
Total Functional Expenses$259,277$58,608$16,076$333,961
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$10,365
Gaming Direct Expenses$7,950
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Form 990 will be reviewed by the director and board chair before submission.

Form 990, Part VI, Section C, Line 19

No governing documents and financial statements are available to the public.

Filing and Contact Details

Filer

EIN
94-3053060
Phone
9074633378

Signing Officer

Name
Kathy Kolkhorst Ruddy
Title
Board Chair
Phone
9074633378
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Rosenthal
Formed
1987
Legal Domicile
Ak
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
78

Preparer

Preparer
Robert L Rehfeld
Phone
9077893178
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Musician fees: program service expenses 83,025. Management and general expenses 0. Fundraising expenses 0. Total expenses 83,025. Graphic designer/sound engineering: program service expenses 16,985. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,985. Other: program service expenses 19,565. Management and general expenses 190. Fundraising expenses 0. Total expenses 19,755.

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IRS990/MissionDesc0JUNEAU JAZZ & CLASSICS' MISSION IS TO PROVIDE A RICH MUSICAL EXPERIENCE TO MUSIC LOVERS IN JUNEAU, THE REMOTE TOWNS OF SOUTHEAST ALASKA, AND THE ENTIRE STATE. THE RESIDENTS OF THESE RELATIVELY ISOLATED COMMUNITIES HAVE FEW OPPORTUNITIES TO EXPERIENCE FIRST-CLASS JAZZ AND CLASSICAL MUSIC PERFORMED LIVE IN THEIR OWN, INTIMATE SETTINGS. JAZZ & CLASSICS PROVIDES SUCH AN EXPERIENCE.
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0399007
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-28834
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0141702
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0223155
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0194321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0164984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0210784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0166507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0179779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0849907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01441
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0617120
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IRS990ScheduleA/PublicSupportPY170Pct00.99900
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0164984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0166507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0179779
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127853
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0849907
IRS990ScheduleA/TotalSupportAmt0851348
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02700
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056781
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059481
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02700
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY THE DIRECTOR AND BOARD CHAIR BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUSICIAN FEES: PROGRAM SERVICE EXPENSES 83,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,025. GRAPHIC DESIGNER/SOUND ENGINEERING: PROGRAM SERVICE EXPENSES 16,985. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,985. OTHER: PROGRAM SERVICE EXPENSES 19,565. MANAGEMENT AND GENERAL EXPENSES 190. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,755.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0230377
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0157484
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016076
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058608
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259277
IRS990/TotalFunctionalExpensesGrp/TotalAmt0333961
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07222
IRS990/TotalLiabilitiesEOYAmt010071
IRS990/TotalLiabilitiesGrp/BOYAmt07222
IRS990/TotalLiabilitiesGrp/EOYAmt010071
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0194321
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt0140949
IRS990/TotalReportableCompFromOrgAmt062000
IRS990/TotalRevenueGrp/ExclusionAmt05941
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0305127
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0230377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204392
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt01184
IRS990/TravelGrp/ManagementAndGeneralAmt03400
IRS990/TravelGrp/ProgramServicesAmt023042
IRS990/TravelGrp/TotalAmt027626
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 022152
IRS990/USAddress/City0JUNEAU
IRS990/USAddress/State0AK
IRS990/USAddress/ZIPCode099802
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0HTTP://WWW.JAZZANDCLASSICS.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KOLKHORST RUDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09074633378
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10JUNEAU JAZZ & CLASSICS
ReturnHeader/Filer/BusinessNameControlTxt0JUNE
ReturnHeader/Filer/EIN0943053060
ReturnHeader/Filer/PhoneNum09074633378
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 022152
ReturnHeader/Filer/USAddress/City0JUNEAU
ReturnHeader/Filer/USAddress/State0AK
ReturnHeader/Filer/USAddress/ZIPCode099802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920127098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ELGEE REHFELD MERTZ LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109309 GLACIER HWY STE B-200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode099801
ReturnHeader/PreparerPersonGrp/PhoneNum09077893178
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L REHFELD
ReturnHeader/ReturnTs02014-11-13T17:04:40-06:00

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.$2.56$0.11$2.45$3.47$3.84$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.09$2.77$3.91$3.47$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.03$2.31$3.03$2.98$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.02$2.22$2.68$1.68$1.00
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$2.18$1.53$0.66
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.07$0.53$2.01$2.40$0.40
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.21$0.91$2.98$3.76$0.79
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.07$1.73$2.70$3.14$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.05$2.15$3.67$3.60$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.05$2.03$3.38$3.36$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.10$1.94$3.05$3.34$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.07$2.23$3.05
2012Summary only. Only limited summary data is available for this year.$1.49$0.19$1.30$2.99$2.48$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.11$0.76$2.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.01$0.28$1.83$1.99$0.16