NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC (EIN 72-0692744)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-13
- IRS object ID
- 202341949349300724
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-13T09:07:47-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721202445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG GULF COAST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GALLERIA BLVD STE 2100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720692744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ORLEANS JAZZ & HERITAGE FESTIVAL | BusinessNameLine1Txt |
| Business Name Line2 | AND FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWO | BusinessNameControlTxt |
| Phone | 5045586100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 N RAMPART STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD K MARSHALL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5045586100 | PhoneNum |
| Signature | 2023-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | MARSHALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON CASSIERE | PreparerPersonNm |
| PTIN | P00543368 | PTIN |
| Phone | 5048375990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD K MARSHALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 N RAMPART STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,041,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAZZANDHERITAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE NEW ORLEANS JAZZ AND HERITAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 106 | TotalEmployeeCnt |
| Total Volunteers | 1075 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,663,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,941,708 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $246,724 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,543,075 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,547,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,294,280 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,234 | PYOtherRevenueAmt |
| CY Other Revenue | $116,960 | CYOtherRevenueAmt |
| PY Total Revenue | $11,473,899 | PYTotalRevenueAmt |
| CY Total Revenue | $55,896,023 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,085,221 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,679,716 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,594,063 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,673,219 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $138,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,305,789 | PYOtherExpensesAmt |
| CY Other Expenses | $40,702,130 | CYOtherExpensesAmt |
| PY Total Expenses | $9,985,073 | PYTotalExpensesAmt |
| CY Total Expenses | $51,055,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,488,826 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,840,958 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,852,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,354,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,084,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,385,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,767,784 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,968,912 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE, PRESERVE, PERPETUATE, AND ENCOURAGE THE MUSIC, CULTURE, AND HERITAGE OF COMMUNITIES IN LOUISIANA THROUGH FESTIVALS, PROGRAMS, AND OTHER CULTURAL, EDUCATIONAL, AND ECONOMIC ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $45,226,323 | ExpenseAmt |
| Grant | $550,000 | GrantAmt |
| Revenue | $46,550,330 | RevenueAmt |
| Desc | CULTURAL ENRICHMENT: THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION, INC. HAS SEVERAL ENRICHMENT PROGRAMS, INCLUDING MULTIPLE MUSIC FESTIVALS AND CONCERT SERIES HIGHLIGHTING LOCAL CULTURE THROUGH MUSIC, CUISINE, AND ART. THESE CONCERTS AND FESTIVAL ARTIST PERFORMANCES ARE ALSO STREAMED FOR BROADER ACCESSIBILITY. THE ESTIMATED NUMBER OF ATTENDEES AT JAZZ FEST AND OTHER FESTIVAL AND CONCERTS, STREAMING VIEWERS, AND REMAINING PARTICIPANTS IS 539,500. IN ADDITION, THE FOUNDATION PROVIDED SUPPORT TO WWOZ A RELATED ORGANIZATION WHICH OPERATES A RADIO STATION IN NEW ORLEANS, LA FOR PRODUCTION AND BROADCASTING OF JAZZ PROGRAMMING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,219,255 | ExpenseAmt |
| Grant | $3,129,716 | GrantAmt |
| Desc | ECONOMIC DEVELOPMENT: THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION, INC. HAS SEVERAL ECONOMIC DEVELOPMENT PROGRAMS BENEFITING LOCAL MUSICIANS AND CULTURE BEARERS OF THE COMMUNITY. THESE PROGRAMS INCLUDE THOSE WHICH PROVIDE COMMUNITY GRANTS TO SUPPORT PROJECTS IN MUSIC AND THE ART INDUSTRY OF LOUISIANA. THERE WERE APPROXIMATELY 2,146 GRANT PARTICIPANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,141,318 | ExpenseAmt |
| Desc | EDUCATION: THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION, INC. HAS SEVERAL EDUCATIONAL PROGRAMS, INCLUDING HANDS-ON MUSICAL INSTRUCTION FOR KIDS AGES 8-17. OTHER PROGRAMS ENGAGE ADULTS AND CHILDREN IN MEANINGFUL DIALOGUE ABOUT HISTORY, CULTURE, AND BUSINESS. IN FYE 2022, THERE WERE APPROXIMATELY 500 STUDENTS, TEACHERS, AND PARTICIPANTS IN SYMPOSIUMS AND INSTRUCTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $49,586,896 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 457 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 106 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARITA M CARRIERE | PersonNm |
| Phone | 5045586100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 N RAMPART STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| BARBARA LACEN KELLER | |||||||
| DIRECTOR | 7.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRITTANY MAJOR | |||||||
| DIRECTOR | 4.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CANDACE BATES ANDERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARYN RODGERS-BATTISTE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CECIL CJ BLANCHE | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A KERSTEIN | |||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID TORKANOWSKY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH HARKINS | |||||||
| DIRECTOR | 5.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN M LEE | |||||||
| DIRECTOR | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD BILLES | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD L RODGERS III | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY BANKS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE WISE ORECK | |||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SOLOMON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KATY ROUBION | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD SMITH III | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PARKER ROBINSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD F CORTIZAS | |||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD P MCCLAIN | |||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SKIPPER BOND | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA MILLER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF GOLDRING | |||||||
| PRESIDENT (THRU 09/2021) | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID FRANCIS | |||||||
| PRESIDENT | 11.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TARA CARTER HERNANDEZ | |||||||
| FIRST VICE PRESIDENT | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RACHEL F COUSIN | |||||||
| SECOND VICE PRESIDENT | 9.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JR PEGUES | |||||||
| TREASURER | 9.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUDGE SIDNEY H CATES IV | |||||||
| SECRETARY | 8.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONALD K MARSHALL | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $168,426 | $0 | $14,176 | Yes (X) | ||
| SARITA M CARRIERE | |||||||
| DIRECTOR OF FINANCE & HR | 40.00 | $146,882 | $0 | $13,723 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $315,308 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,899 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPS UNIVERSAL | |||||
| 2300 EMPIRE AVE 5TH FL | BURBANK | CA | 91504 | STAFFING CONTRACT/PAYROLL PROCESSOR | $1,798,520 |
| FESTIVAL PRODUCTIONS INC - NEW ORLEANS | |||||
| 365 CANAL ST SUITE 2250 | NEW ORLEANS | LA | 70130 | PRODUCER FEES | $1,001,077 |
| LOS MUERTOS INC | |||||
| 700 HARRIS ST 201 | CHARLOTTESVILE | VA | 22903 | ARTIST | $190,000 |
| CREATIVE ARTISTS AGENCY LLC | |||||
| 2000 AVENUE OF THE STARS | CENTURY CITY | CA | 90067 | ARTIST | $139,000 |
| WME IMG HOLDINGS LLC | |||||
| 1201 DEMONBREUN STREET | NASHVILLE | TN | 37203 | ARTIST | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $13,535 | MembershipDuesAmt |
| Fundraising | $117,241 | FundraisingAmt |
| Government Grants | $3,722,715 | GovernmentGrantsAmt |
| All Other Contributions | $3,088,217 | AllOtherContributionsAmt |
| Noncash Contributions | $112,055 | NoncashContributionsAmt |
| Total Contributions | $6,941,708 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NO JAZZ & HERITAGE FESTIVAL | 711300 | $46,435,428 | $46,435,428 |
| OTHER FESTIVALS REVENUE | 711300 | $106,792 | $106,792 |
| STUDENT PERFORMANCE FEES | 711300 | $855 | $855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,543,075 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,618 | TotalRevenueColumnAmt |
| Exclusion | $715,618 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,140 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,140 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,140 | TotalRevenueColumnAmt |
| Exclusion | $21,140 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,504,316 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,925,654 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,578,662 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,578,662 | TotalRevenueColumnAmt |
| Exclusion | $1,578,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $308,548 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $117,241 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $219,983 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,565 | TotalRevenueColumnAmt |
| Exclusion | $88,565 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS/REIMBURSEMENTS | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $7,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,255 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,255 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,896,023 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,550,330 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,403,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,874,582 | TotalAmt |
| Program Services | $1,874,582 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,805,134 | TotalAmt |
| Program Services | $1,805,134 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,567 | TotalAmt |
| Program Services | $206,977 | ProgramServicesAmt |
| Management And General | $353,590 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,292,164 | TotalAmt |
| Program Services | $5,041,468 | ProgramServicesAmt |
| Management And General | $155,652 | ManagementAndGeneralAmt |
| Fundraising | $95,044 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,740 | TotalAmt |
| Program Services | $79,797 | ProgramServicesAmt |
| Management And General | $1,201 | ManagementAndGeneralAmt |
| Fundraising | $3,742 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,151 | TotalAmt |
| Program Services | $283,555 | ProgramServicesAmt |
| Management And General | $10,262 | ManagementAndGeneralAmt |
| Fundraising | $8,334 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,597 | TotalAmt |
| Program Services | $388,797 | ProgramServicesAmt |
| Management And General | $37,573 | ManagementAndGeneralAmt |
| Fundraising | $7,227 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,306,702 | TotalAmt |
| Program Services | $7,306,702 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,263 | TotalAmt |
| Program Services | $21,732 | ProgramServicesAmt |
| Management And General | $129,531 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,385 | TotalAmt |
| Management And General | $38,385 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,583 | TotalAmt |
| Program Services | $17,358 | ProgramServicesAmt |
| Management And General | $156,225 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,573,083 | TotalAmt |
| Program Services | $18,524,348 | ProgramServicesAmt |
| Management And General | $48,735 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,123 | TotalAmt |
| Program Services | $510,406 | ProgramServicesAmt |
| Management And General | $8,627 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,309 | TotalAmt |
| Program Services | $215,159 | ProgramServicesAmt |
| Management And General | $47,239 | ManagementAndGeneralAmt |
| Fundraising | $10,911 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,483 | TotalAmt |
| Program Services | $45,016 | ProgramServicesAmt |
| Management And General | $6,467 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,223 | TotalAmt |
| Program Services | $146,223 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,964 | TotalAmt |
| Program Services | $565,638 | ProgramServicesAmt |
| Management And General | $100,326 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,081 | TotalAmt |
| Program Services | $563,048 | ProgramServicesAmt |
| Fundraising | $33 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,969 | TotalAmt |
| Program Services | $2,761 | ProgramServicesAmt |
| Management And General | $2,023 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,448 | TotalAmt |
| Program Services | $570,124 | ProgramServicesAmt |
| Management And General | $67,324 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,132,268 | TotalAmt |
| Program Services | $2,005,452 | ProgramServicesAmt |
| Management And General | $126,102 | ManagementAndGeneralAmt |
| Fundraising | $714 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| OTHER JAZZ FEST EXPENSE | $9,372,486 | $9,372,486 | ||
| ALL OTHER PROGRAM EXPEN | $43,613 | $40,133 | $3,480 | |
| OTHER FOUNDATION FESTIV | $40,147 | $40,147 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,055,065 | TotalAmt |
| Program Services | $49,586,896 | ProgramServicesAmt |
| Management And General | $1,329,409 | ManagementAndGeneralAmt |
| Fundraising | $138,760 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,902,714 | BOYAmt |
| EOY | $4,010,479 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,961,496 | BOYAmt |
| EOY | $2,037,421 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,372 | BOYAmt |
| EOY | $1,073,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,342 | BOYAmt |
| EOY | $233,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,888,177 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,322,804 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,184,738 | BOYAmt |
| EOY | $6,565,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,143,184 | BOYAmt |
| EOY | $27,166,221 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,858 | BOYAmt |
| EOY | $555,105 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,943 | BOYAmt |
| EOY | $712,391 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,852,647 | BOYAmt |
| EOY | $42,354,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,252,576 | BOYAmt |
| EOY | $1,986,261 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,832,287 | BOYAmt |
| EOY | $97,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,301,630 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,084,863 | BOYAmt |
| EOY | $3,385,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,757,228 | BOYAmt |
| EOY | $38,071,906 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,556 | BOYAmt |
| EOY | $897,006 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,767,784 | BOYAmt |
| EOY | $38,968,912 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,852,647 | BOYAmt |
| EOY | $42,354,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,840,958 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,639,830 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,884,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,998,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,671,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,178,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,941,708 | CurrentTaxYearAmt |
| Total | $21,675,508 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,359,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,675,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,670,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $246,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,550,330 | CurrentTaxYearAmt |
| Total | $128,502,736 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,243,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,674,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,342,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,425,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,492,038 | CurrentTaxYearAmt |
| Total | $150,178,244 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,281,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,356,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,822,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,362,543 | CurrentTaxYearAmt |
| Total | $8,962,643 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,969,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,584,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $638,652 | CurrentTaxYearAmt |
| Total | $6,192,841 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,251,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,940,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,822,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,001,195 | CurrentTaxYearAmt |
| Total | $15,155,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $135,022,760 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $448,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $547,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,758 | CurrentTaxYearAmt |
| Total | $2,691,776 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $429,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $448,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $547,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,758 | CurrentTaxYearAmt |
| Total | $2,691,776 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,397,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $330,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,565 | CurrentTaxYearAmt |
| Total | $3,829,522 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,672,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,520,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,221,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,967,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,317,361 | CurrentTaxYearAmt |
| Total | $156,699,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85290 | PublicSupportPY509Pct |
| Investment Income CY | 0.01720 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | HISTORIC TAX CREDITS - 2019 AMOUNT: $ 330,862. SPECIAL EVENTS - 2018 AMOUNT: $ 112,282. 2021 AMOUNT: $ 88,565. SETTLEMENT INCOME - 2018 AMOUNT: $ 3,285,479. INSURANCE PROCEEDS - 2020 AMOUNT: $ 12,334. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $694,051 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $612,858 | BeginningYearBalanceAmt |
| Contributions | $6,931 | ContributionsAmt |
| Investment Earnings Or Losses | $28,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $93,311 | OtherExpendituresAmt |
| End Year Balance | $555,105 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $622,450 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,237 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,829 | OtherExpendituresAmt |
| End Year Balance | $612,858 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,417 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $44,376 | OtherExpendituresAmt |
| End Year Balance | $622,450 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,159 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $46,850 | OtherExpendituresAmt |
| End Year Balance | $649,409 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $691,378 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,150 | OtherExpendituresAmt |
| End Year Balance | $678,159 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90073 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09927 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,250 | OtherCostOrOtherBasisAmt |
| Book Value | $446,250 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,523,827 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,432,774 | DepreciationAmt |
| Book Value | $6,091,053 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $794,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $766,547 | DepreciationAmt |
| Book Value | $28,070 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $123,483 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,565,373 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET REFUNDS DUE | Desc |
| Amt | $1,301,630 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,301,630 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,075,985 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,639,830 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,920,092 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,820 | OtherRevenueAmt |
| Revenue Not Reported | -$4,717,918 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,793,903 | RevenueSubtotalAmt |
| Other Revenues Not Included | $45,102,120 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $45,102,120 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,896,023 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,874,857 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,920,092 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,820 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,921,912 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,952,945 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $45,102,120 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $45,102,120 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,055,065 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ALL OF THE ARTWORK THAT WAS ACQUIRED IS FROM LOCAL ARTISTS FROM THE SOUTHEAST REGION OF LOUISIANA. THE VARIOUS PIECES IN THE COLLECTION DEPICT THE MUSIC, CULTURE AND HERITAGE OF THE COMMUNITIES IN THE NEW ORLEANS AREA. |
| PART V, LINE 4: | TO PROMOTE JAZZ CONCERTS AND JAZZ RELATED LECTURE SERIES IN THE COMMUNITY. |
| PART X, LINE 2: | THE FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS EXEMPT FROM LOUISIANA INCOME TAX UNDER THE SECTION 121(5) OF TITLE 47 OF THE LOUISIANA REVISED STATUES OF 1950. THE FOUNDATION APPLIES A "MORE-LIKELY-THAN-NOT" RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. THIS APPROACH ONLY ALLOWS THE RECOGNITION OF THOSE TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THERE WERE NO OUTSTANDING OR RETROACTIVE TAX POSITIONS WITH LESS THAN A FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES (GALA) 1,820. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NO JAZZ & HERITAGE FESTIVAL EXPENSES SEPARATELY STATED 45,102,120. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES (GALA) 1,820. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NO JAZZ & HERITAGE FESTIVAL EXPENSES SEPARATELY STATED 45,102,120. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $425,789 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $117,241 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $308,548 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,180 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $54,923 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $30,538 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $125,342 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $425,789 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $117,241 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $308,548 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,180 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $54,923 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $30,538 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $125,342 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $219,983 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $88,565 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COLLEGIATE ACADEMIES | ||||||||
| 7301 DWYER RD | NEW ORLEANS | LA | 70126 | 800601507 | 501(C)(3) | $16,000 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. |
| FIRSTLINE SCHOOLS | ||||||||
| 300 N BROAD ST SUITE 207 | NEW ORLEANS | LA | 70119 | 721409800 | 501(C)(3) | $17,500 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. |
| JEFFERSON PARISH PUBLIC SCHOOL SYSTEM | ||||||||
| 501 MANHATTAN BLVD | HARVEY | LA | 70058 | 726000592 | $77,500 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. | |
| KIPP NEW ORLEANS INC | ||||||||
| 1307 ORETHA CASTLE HALEY SUITE 302 | NEW ORLEANS | LA | 70113 | 202277213 | 501(C)(3) | $47,500 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. |
| LAFOURCHE PARISH SCHOOL BOARD | ||||||||
| PO BOX 879 | THIBODAUX | LA | 70302 | 726000636 | $18,000 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. | |
| NEW ORLEANS ARTS EDUCATION ALLIANCE | ||||||||
| 2533 COLUMBUS ST SUITE 203 | NEW ORLEANS | LA | 70119 | 823096107 | 501(C)(3) | $50,000 | $0 | COMMUNITY PARTNERSHIP GRANT - TO FORM A COLLABORATION THAT WORKS TO PUT AND KEEP ART AND MUSIC IN SCHOOLS. |
| NEW ORLEANS MUSICIANS CLINIC & ASSISTANCE FOUNDATION | ||||||||
| 3700 ST CHARLES AVE | NEW ORLEANS | LA | 70115 | 208139359 | 501(C)(3) | $100,000 | $0 | TO PROVIDE COMPREHENSIVE HEALTH CARE, MENTAL HEALTH, AND SOCIAL SERVICES FOR MUSICIANS. |
| NORMAN DIXON SR ANNUAL SECOND LINE PARADE FUND | ||||||||
| 365 CANAL ST SUITE 2250 | NEW ORLEANS | LA | 70130 | 510482622 | 501(C)(3) | $100,000 | $0 | COMMUNITY PARTNERSHIP GRANT- TO PROVIDE SECURITY FOR THE NEW ORLEANS COMMUNITY FOR THE BLACK MASKING INDIANS AND SOCIAL AID & PLEASURE SECOND LINE PARADES. |
| ST BERNARD PARISH SCHOOL BOARD | ||||||||
| 200 EAST ST BERNARD HWY | CHALMETTE | LA | 70043 | 726001195 | $31,000 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. | |
| ST TAMMANY PARISH SCHOOL BOARD | ||||||||
| 321 N THEARD ST | COVINGTON | LA | 70433 | 726001305 | $74,155 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. | |
| ALGIERS CHARTER SCHOOL ASSOCIATION L B LANDRY HIGH SCHOOL | ||||||||
| 2401 WESTBEND PKWY SUITE 2001 | NEW ORLEANS | LA | 70114 | 203737902 | 501(C)(3) | $7,889 | $0 | COMMUNITY PARTNERSHIP GRANT - TO PROVIDE OPPORTUNITIES TO CONTRACT WITH ARTISTS AND PURCHASE SUPPLIES OF EDUCATIONAL PROGRAMS FOR CHILDREN. |
| PASSION LILLE | ||||||||
| 3013 SERANTINE ST | NEW ORLEANS | LA | 70119 | 462832323 | $6,500 | $0 | CATAPULT - AWARDED ASSISTANCE TO BUSINESS AFTER SUCCESSFUL COMPLETION OF BUSINESS PLAN COURSEWORK AND PRESENTATION. | |
| FRIENDS OF WWOZ | ||||||||
| PO BOX 51810 | NEW ORLEANS | LA | 70151 | 581702220 | 501(C)(3) | $500,000 | $0 | TO PROVIDE ASSISTANCE TO THE ORGANIZATION IN BROADCASTING AND STREAMING THE MUSIC, CONCERTS, AND FESTIVALS OF LOUISIANA AROUND THE WORLD. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COMMUNITY PARTNERSHIP GRANT | 113 | $291,734 |
| MUSIC RISING RELIEF FUND | 1743 | $1,493,900 |
| CATAPULT FUND | 5 | $19,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE RECIPIENTS OF A GRANT OR ASSISTANCE ARE REQUIRED TO SUBMIT A REPORT OUTLINING HOW FUNDS WERE USED. SHOULD THE RECIPIENT NOT SUBMIT, THEY ARE NO LONGER ELIGIBLE FOR ANY FUTURE FUNDING OR ASSISTANCE UNTIL THAT COMPLIANCE OBLIGATION IS MET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD K MARSHALL | ||||||||||||||
| EXECUTIVE DIRECTOR | $160,426 | $0 | $8,000 | $0 | $0 | $0 | $6,417 | $0 | $7,759 | $0 | $182,602 | $0 | $0 | $0 |
| SARITA M CARRIERE | ||||||||||||||
| DIRECTOR OF FINANCE & HR | $138,882 | $0 | $8,000 | $0 | $0 | $0 | $5,555 | $0 | $8,168 | $0 | $160,605 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | AT THE END OF EVERY YEAR, EACH STAFF IS EVALUATED ON PERFORMANCE, AND THE INCENTIVE PAY IS AWARDED BASED ON THAT EVALUATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,055 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ON JANUARY 27, 2005, THE FOUNDATION ENTERED INTO A PRODUCTION MANAGEMENT AND FINANCING AGREEMENT BETWEEN TWO COMPANIES, FESTIVAL PRODUCTIONS LOUISIANA, LLC AND AEG LOUISIANA PRODUCTION, LLC, COLLECTIVELY THE PRODUCERS, TO PRODUCE AND MANAGE THE NEW ORLEANS JAZZ AND HERITAGE FESTIVAL. THE AGREEMENT INCLUDES TWO EXTENSION PERIODS OF FIVE YEARS OR LONGER AS A RESULT OF AN OPTION FOR A SUCCESSIVE ONE YEAR EXTENSION AS A RESULT OF SPECIALLY CANCELLED FESTIVALS, AS DEFINED IN THE AGREEMENT. THE CURRENT EXPIRATION DATE OF THE AGREEMENT IS JANUARY 27, 2025. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE REVIEWS THE COMPLETE IRS FORM 990 FOR ACCURACY AND COMPLETENESS. ONCE APPROVED BY THE DIRECTOR OF FINANCE, THE 990 IS PRESENTED TO THE FINANCE AND EXECUTIVE COMMITTEES FOR FINAL APPROVAL. AFTER APPROVAL BY THE FINANCE AND EXECUTIVE COMMITTEES, THE EXECUTIVE DIRECTOR SIGNS THE IRS FORM 990 FOR FILING. THE IRS FORM 990 IS AVAILABLE TO THE ENTIRE GOVERNING BODY UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF, PRODUCERS, AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST IN ANY TRANSACTION OR ARRANGEMENT OF THE CORPORATION. THERE IS A CONFLICT OF INTEREST COMMITTEE THAT WILL CONVENE A MEETING TO DISCUSS WHETHER THERE IS A CONFLICT OF INTEREST WHEN A MATTER IS PUT BEFORE THEM. STAFF MAKE PERIODIC REVIEWS OF CONTRACTS AND COMPENSATION ARRANGEMENTS TO ENSURE THE ARM'S LENGTH ARRANGEMENT DOES NOT JEOPARDIZE ITS TAX-EXEMPT STATUS. IF THE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE PRESIDENT OF THE BOARD OF DIRECTORS MAY, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A TRANSACTION OR ARRANGEMENT THAT IS EQUALLY ADVANTAGEOUS TO THE CORPORATION, OR MORE ADVANTAGEOUS TO THE CORPORATION, THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A TRANSACTION OR ARRANGEMENT THAT IS EQUALLY ADVANTAGEOUS TO THE CORPORATION, OR MORE ADVANTAGEOUS TO THE CORPORATION, IS NOT REASONABLY AVAILABLE TO THE CORPORATION UNDER THE CIRCUMSTANCES, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATIONS' BEST INTEREST, WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL DECIDE BY MAJORITY VOTE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE BOARD MEETING SHALL CONTAIN A BRIEF STATEMENT OF ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT CONSIDERED AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. AN INCREASE IS GIVEN BASED ON PERFORMANCE EVALUATION. THE EXECUTIVE DIRECTOR EVALUATES ALL KEY STAFF AND ASSESSES INCREASES BASED ON PERFORMANCE EVALUATION AND COST OF LIVING. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | ENTERTAINERS, MUSICIANS: PROGRAM SERVICE EXPENSES 18,524,348. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,524,348. OTHER PROFESSIONAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,735. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,735. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF WWOZ INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51840 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581702220 | EIN |
| Primary Activities | PUBLIC BROADCASTING RADIO STATION | PrimaryActivitiesTxt |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRIENDS OF WWOZ INC | ||
| M | $50,000 | CASH |
| FRIENDS OF WWOZ INC | ||
| B | $550,000 | CASH |
Comments