Civic Intelligence

Juneau Jazz and Classics Inc.

990 • Fiscal year 2016 • EIN 94-3053060

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$63,563

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

8.7%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$220,588

Up $12,460 (+6.0%) from 2015

Net Assets

Up

$215,356

Up $12,154 (+6.0%) from 2015

Liabilities

Up

$5,232

Up $306 (+6.2%) from 2015

Revenue

Up

$367,019

Up $29,346 (+8.7%) from 2015

Expenses

Up

$360,225

Up $23,805 (+7.1%) from 2015

Net Income

Up

$6,794

Up $5,541 (+442%) from 2015

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

2016

Assets$220,588
Liabilities$5,232
Net Assets$215,356

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

2016

Revenue$367,019
Expenses$360,225
Net Income$6,794
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.1
Gross Receipts
$379,381
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$203,202$215,356▲ $12,154
Cash and Non-Interest-Bearing Accounts$187,820$202,560▲ $14,740
Investments Program Related$7,558$7,558→ $0
Land, Buildings, and Equipment, Net$2,100$5,470▲ $3,370
Accounts Receivable$10,650$5,000▼ $5,650
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$208,128$220,588▲ $12,460
Liabilities
Accounts Payable and Accrued Expenses$4,926$5,232▲ $306
Total Liabilities$4,926$5,232▲ $306
Net Assets / Fund Balance
Total Net Assets Fund Balance$203,202$215,356▲ $12,154
Total Liabilities and Net Assets / Fund Balance$208,128$220,588▲ $12,460

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,470$54,011$59,481
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda RosenthalArtistic/executive DirectoFT$63,563$63,563

Board Members and Trustees

NameTitle
Kathy Kolkhorst RuddyChair
Vicki VanfleetVice-chair
Annie BartholomewBoard Member
Christy CiamborBoard Member
Hal GeigerBoard Member
Janet SchempfBoard Member
Kathleen DonohoeBoard Member
Madeleine LefebvreBoard Member
Tony StrongBoard Member
Zane JonesSecretary
Adam SycksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$195,746
Program Service Revenue
$169,884
Investment Income
$101
Other Revenue
$1,288
All Other Contributions
$148,430
Change in Net Assets
$6,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,665
Salaries, Compensation, and Employee Benefits$126,560
Total Fundraising Expense$20,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$128,808--$128,808
Current Officers, Directors, Trustees, and Key Employees$32,563$26,050$6,513$65,126
Other Salaries and Wages$28,110$22,488$5,622$56,220
Occupancy$15,954$5,100-$21,054
Office Expenses-$12,863$6,658$19,521
Travel$19,432--$19,432
Advertising$17,610--$17,610
Insurance$8,527--$8,527
Other Expenses$5,414--$5,414
Payroll Taxes$2,607$2,086$521$5,214
Information Technology$1,995-$935$2,930
Depreciation Depletion$1,492--$1,492
Total Functional Expenses$271,389$68,587$20,249$360,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Direct Expenses$7,582
Gaming Gross Income$7,107
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
2016-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Rosenthal
Formed
1987
Legal Domicile
Ak
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
162

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 110,314. Management and general expenses 0. Fundraising expenses 0. Total expenses 110,314. Graphic designer/sound engineering: program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. Other: program service expenses 8,494. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,494.

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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS & WORKSHOPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0169884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0169884
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0216056
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02619
IRS990/PYOtherExpensesAmt0216808
IRS990/PYOtherRevenueAmt02212
IRS990/PYProgramServiceRevenueAmt0116786
IRS990/PYRevenuesLessExpensesAmt01253
IRS990/PYSalariesCompEmpBnftPaidAmt0119612
IRS990/PYTotalExpensesAmt0336420
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0337673
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06794
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0169884
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0203202
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0215356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0195746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0216056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0210784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0166507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0954077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02619
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04101
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0749227
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99570
IRS990ScheduleA/PublicSupportPY170Pct00.99570
IRS990ScheduleA/PublicSupportTotal170Amt0954077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0195746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0216056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0210784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0166507
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0954077
IRS990ScheduleA/TotalSupportAmt0958178
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/BookValueAmt05470
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054011
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059481
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05470
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 110,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,314. GRAPHIC DESIGNER/SOUND ENGINEERING: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. OTHER: PROGRAM SERVICE EXPENSES 8,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,494.
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/TotalAssetsBOYAmt0208128
IRS990/TotalAssetsEOYAmt0220588
IRS990/TotalAssetsGrp/BOYAmt0208128
IRS990/TotalAssetsGrp/EOYAmt0220588
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0195746
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020249
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068587
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0271389
IRS990/TotalFunctionalExpensesGrp/TotalAmt0360225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04926
IRS990/TotalLiabilitiesEOYAmt05232
IRS990/TotalLiabilitiesGrp/BOYAmt04926
IRS990/TotalLiabilitiesGrp/EOYAmt05232
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0203202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215356
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0271389
IRS990/TotalProgramServiceRevenueAmt0169884
IRS990/TotalReportableCompFromOrgAmt063563
IRS990/TotalRevenueGrp/ExclusionAmt01389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0169884
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0367019
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0162
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0208128
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0220588
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt019432
IRS990/TravelGrp/TotalAmt019432
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 022152
IRS990/USAddress/CityNm0JUNEAU
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099802
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.JAZZANDCLASSICS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KOLKHORST RUDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09074633378
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
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

Document Assets

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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