Civic Intelligence

Juneau Jazz and Classics Inc.

990 • Fiscal year 2015 • EIN 94-3053060

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 09, 2016

PO Box 022152Juneau, AK 99802

(907) 463-3378

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

95th percentile

$62,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

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

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Up

$208,128

Up $3,736 (+1.8%) from 2014

Net Assets

Up

$203,202

Up $8,881 (+4.6%) from 2014

Liabilities

Down

$4,926

Down $5,145 (-51%) from 2014

Revenue

Up

$337,673

Up $32,546 (+11%) from 2014

Expenses

Up

$336,420

Up $2,459 (+0.7%) from 2014

Net Income

Up

$1,253

Up $30,087 (+104%) from 2014

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

2015

Assets$208,128
Liabilities$4,926
Net Assets$203,202

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

2015

Revenue$337,673
Expenses$336,420
Net Income$1,253
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 9, 2016
Return Version
2014v6.0
Gross Receipts
$355,198
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$194,321$203,202▲ $8,881
Cash and Non-Interest-Bearing Accounts$174,589$187,820▲ $13,231
Accounts Receivable$19,545$10,650▼ $8,895
Investments Program Related$7,558$7,558→ $0
Land, Buildings, and Equipment, Net$2,700$2,100▼ $600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$204,392$208,128▲ $3,736
Liabilities
Accounts Payable and Accrued Expenses$10,071$4,926▼ $5,145
Total Liabilities$10,071$4,926▼ $5,145
Net Assets / Fund Balance
Total Net Assets Fund Balance$194,321$203,202▲ $8,881
Total Liabilities and Net Assets / Fund Balance$204,392$208,128▲ $3,736

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,100$57,381$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
Madeleine LefebvreBoard Member
Tony StrongBoard Member
Zane JonesBoard Member
Hal GeigerSecretary
Adam SycksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,056
Program Service Revenue
$116,786
Investment Income
$2,619
Other Revenue
$2,212
All Other Contributions
$140,365
Change in Net Assets
$1,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,808
Salaries, Compensation, and Employee Benefits$119,612
Total Fundraising Expense$18,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$117,289--$117,289
Current Officers, Directors, Trustees, and Key Employees$31,000$24,800$6,200$62,000
Other Salaries and Wages$26,175$20,940$5,235$52,350
Occupancy$20,416$5,100-$25,516
Travel$18,982--$18,982
Office Expenses-$11,992$5,255$17,247
Advertising$13,779--$13,779
Insurance$7,833--$7,833
Payroll Taxes$2,631$2,105$526$5,262
Information Technology$3,854-$824$4,678
Other Expenses$3,160--$3,160
Depreciation Depletion$600--$600
Total Functional Expenses$253,443$64,937$18,040$336,420
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$10,730
Gaming Direct Expenses$9,637
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 is reviewed by the organization's board before filing.

Form 990, Part VI, Section C, Line 19

All governing documents and financial statements are available to the public.

Filing and Contact Details

Filer

Filer Name
Juneau Jazz & Classics
EIN
94-3053060
Phone
9074633378
Address
PO BOX 022152, JUNEAU, AK 99802

Signing Officer

Name
Kathy Kolkhorst Ruddy
Title
Board Chair
Phone
9074633378
Signed
2016-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Rosenthal
Formed
1987
Legal Domicile
Ak
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
142

Preparer

Firm
Elgee Rehfeld Mertz LLC
Address
9309 GLACIER HWY STE B-200, JUNEAU, AK 99801
Preparer
Robert L Rehfeld
Phone
9077893178
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Musician fees: program service expenses 103,777. Management and general expenses 0. Fundraising expenses 0. Total expenses 103,777. Other: program service expenses 13,512. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,512.

Raw XML Appendix397 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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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0117879
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0194321
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0203202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0216056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0164984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0210784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0166507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0179779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0938110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02619
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04038
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0639481
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99570
IRS990ScheduleA/PublicSupportPY170Pct00.99830
IRS990ScheduleA/PublicSupportTotal170Amt0938110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0216056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0164984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0210784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0166507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0179779
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0938110
IRS990ScheduleA/TotalSupportAmt0942148
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02100
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057381
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059481
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02100
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUSICIAN FEES: PROGRAM SERVICE EXPENSES 103,777. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,777. OTHER: PROGRAM SERVICE EXPENSES 13,512. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,512.
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/TotalAssetsBOYAmt0204392
IRS990/TotalAssetsEOYAmt0208128
IRS990/TotalAssetsGrp/BOYAmt0204392
IRS990/TotalAssetsGrp/EOYAmt0208128
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0216056
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018040
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064937
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0253443
IRS990/TotalFunctionalExpensesGrp/TotalAmt0336420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010071
IRS990/TotalLiabilitiesEOYAmt04926
IRS990/TotalLiabilitiesGrp/BOYAmt010071
IRS990/TotalLiabilitiesGrp/EOYAmt04926
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0203202
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0253443
IRS990/TotalProgramServiceRevenueAmt0116786
IRS990/TotalReportableCompFromOrgAmt062000
IRS990/TotalRevenueGrp/ExclusionAmt03738
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0337673
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0142
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0204392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0208128
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt018982
IRS990/TravelGrp/TotalAmt018982
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 022152
IRS990/USAddress/CityNm0JUNEAU
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099802
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.JAZZANDCLASSICS.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KOLKHORST RUDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09074633378
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNEAU JAZZ & CLASSICS
ReturnHeader/Filer/BusinessNameControlTxt0JUNE
ReturnHeader/Filer/EIN0943053060
ReturnHeader/Filer/PhoneNum09074633378
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 022152
ReturnHeader/Filer/USAddress/CityNm0JUNEAU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920127098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELGEE REHFELD MERTZ LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09309 GLACIER HWY STE B-200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099801
ReturnHeader/PreparerPersonGrp/PhoneNum09077893178
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L REHFELD
ReturnHeader/ReturnTs02016-03-14T18:48:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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