NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC (EIN 72-0692744)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-14
- IRS object ID
- 201501959349301505
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-14T17:23:58-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GALLERIA BLVD STE 2100 | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | AND FOUNDATION INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70116 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD K MARSHALL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5045586100 | PhoneNum |
| Signature | 2015-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON CASSIERE | PreparerPersonNm |
| PTIN | P00543368 | PTIN |
| Phone | 5048375990 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,225,160 | 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 | 1971 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE NEW ORLEANS JAZZ AND HERITAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 970 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,695,261 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,997,786 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,357,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,500,993 | CYProgramServiceRevenueAmt |
| PY Investment Income | $334,600 | PYInvestmentIncomeAmt |
| CY Investment Income | $578,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$84,280 | PYOtherRevenueAmt |
| CY Other Revenue | -$147,334 | CYOtherRevenueAmt |
| PY Total Revenue | $32,303,540 | PYTotalRevenueAmt |
| CY Total Revenue | $35,929,613 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,599,950 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,013,890 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,693,175 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,020,159 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,700,431 | PYOtherExpensesAmt |
| CY Other Expenses | $25,872,849 | CYOtherExpensesAmt |
| PY Total Expenses | $29,993,556 | PYTotalExpensesAmt |
| CY Total Expenses | $32,906,898 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,309,984 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,022,715 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,837,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,477,898 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,040,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,244,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,797,229 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,233,060 | 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 | $295,904 | ExpenseAmt |
| Grant | $198,365 | GrantAmt |
| Desc | EDUCATION: THE NEW ORLEANS JAZZ & HERITAGE FOUNDATION HAS SEVERAL EDUCATIONAL PROGRAMS, INCLUDING HANDS-ON MUSICAL INSTRUCTION FOR CHILDREN. OTHER PROGRAMS ENGAGE ADULTS AND CHILDREN IN MEANINGFUL DIALOGUE ABOUT HISTORY, CULTURE, AND BUSINESS. IN FYE 2014, THERE WERE APPROXIMATELY 250 STUDENTS, TEACHERS, AND PARTICIPANTS IN SYMPOSIUMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $711,692 | ExpenseAmt |
| Grant | $665,525 | GrantAmt |
| Desc | ECONOMIC DEVELOPMENT: THE NEW ORLEANS JAZZ & HERITAGE FOUNDATION HAS SEVERAL ECONOMIC DEVELOPMENT PROGRAMS BENEFITING LOCAL MUSICIANS AND THE LOCAL ENTERTAINMENT INDUSTRY. THESE PROGRAMS INCLUDE THOSE WHICH PROVIDE GRANTS TO THE COMMUNITY TO SUPPORT PROJECTS IN MUSIC AND THE ARTS, HOUSING ASSISTANCE AND DEVELOPMENTS FOR LOCAL MUSICIANS, AS WELL AS NETWORKING OPPORTUNITIES FOR LOCAL MUSICIANS AND TALENT SEEKERS. IN FYE 2014, THERE WERE APPROXIMATELY 5,000 COMMUNITY PARTNERSHIP GRANTS AND SYNC-UP PARTICIPANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,817,831 | ExpenseAmt |
| Grant | $1,150,000 | GrantAmt |
| Revenue | $33,500,993 | RevenueAmt |
| Desc | CULTURAL ENRICHMENT: THE NEW ORLEANS JAZZ & HERITAGE FOUNDATION HAS SEVERAL CULTURAL ENRICHMENT PROGRAMS, INCLUDING MULTIPLE MUSIC FESTIVALS AND CONCERT SERIES HIGHLIGHTING LOCAL CULTURE THROUGH MUSIC, CUISINE, AND ART. IN FYE 2014, THERE WERE APPROXIMATELY 500,000 ATTENDEES AT JAZZ FEST AND ALL OTHER FESTIVAL AND CONCERT SERIES. 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,825,427 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 1042 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | 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 CARRIERE | PersonNm |
| Phone | 5045586100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 N RAMPART STREET | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70116 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JAY H BANKS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DORIAN BENNETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SID BHANSALI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD BILLES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CECIL CJ BLACHE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SKIPPER BOND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES B BORDERS IV | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICKEY CAPLINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TARA CARTER HERNANDEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FRANCIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEVERLY GUILLORY-ANDRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS HAMMEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH D HARKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NADIR HASAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA HERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHNNY JACKSON JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD V JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLISON H PENA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAFAEL PERALES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PENNY RANDOLPH-BIAGAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL SOLOMON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PARKER STERNBERGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZETTE TOLEDANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID TORKANOWSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY J TONY RUDA | ||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEMETRIC MERCADEL | ||||||
| 1ST VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONNA SANTIAGO | ||||||
| 2ND VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHLEEN TURNER | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF GOLDRING | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONALD K MARSHALL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $127,743 | $0 | $15,684 | Yes (X) | |
| SHERI LABRANCHE | ||||||
| CFO | 40.00 | $104,000 | $0 | $14,454 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $231,743 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,138 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPS UNIVERSAL | |||||
| 5800 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | STAFFING CONTRACT | $3,440,102 |
| FESTIVAL PRODUCTIONS INC | |||||
| 336 CAMP STREETSTE 251 | NEW ORLEANS | LA | 70130 | CO-PRODUCER | $3,181,343 |
| AEG LIVE LLC | |||||
| 5750 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | CO-PRODUCER | $2,035,800 |
| DONAHUE-FAVRET CONTRACTORS INC | |||||
| 3030 EAST CAUSEWAY APPROACH | MANDEVILLE | LA | 70448 | CONTRACTOR-CONSTRUCTION | $1,142,903 |
| ARTIST GROUP INTERNATIONAL LLC | |||||
| 150 EAST 58TH STREET 19TH FLOOR | NEW YORK | NY | 10155 | ENTERTAINMENT | $1,030,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $86,495 | MembershipDuesAmt |
| Fundraising | $261,598 | FundraisingAmt |
| Related Organizations | $1,058,525 | RelatedOrganizationsAmt |
| Government Grants | $70,000 | GovernmentGrantsAmt |
| All Other Contributions | $521,168 | AllOtherContributionsAmt |
| Total Contributions | $1,997,786 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NO JAZZ & HERITAGE FESTIVAL | 711300 | $33,260,658 | $33,260,658 |
| OTHER FESTIVALS REVENUE | 711300 | $240,335 | $240,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,500,993 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,168 | TotalRevenueColumnAmt |
| Exclusion | $578,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $148,213 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $261,598 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $295,547 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$147,334 | TotalRevenueColumnAmt |
| Exclusion | -$147,334 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,929,613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,500,993 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $430,834 | 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 | $1,658,525 | TotalAmt |
| Program Services | $1,658,525 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,365 | TotalAmt |
| Program Services | $355,365 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,347 | TotalAmt |
| Management And General | $248,347 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,048,549 | TotalAmt |
| Program Services | $3,092,950 | ProgramServicesAmt |
| Management And General | $955,599 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,582 | TotalAmt |
| Program Services | $68,582 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,025 | TotalAmt |
| Program Services | $208,757 | ProgramServicesAmt |
| Management And General | $2,268 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,656 | TotalAmt |
| Program Services | $335,127 | ProgramServicesAmt |
| Management And General | $108,529 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,031,541 | TotalAmt |
| Program Services | $6,031,541 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,427 | TotalAmt |
| Program Services | $107,774 | ProgramServicesAmt |
| Management And General | $21,653 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,075 | TotalAmt |
| Management And General | $51,075 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,576,304 | TotalAmt |
| Program Services | $10,323,434 | ProgramServicesAmt |
| Management And General | $252,870 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,671 | TotalAmt |
| Program Services | $632,336 | ProgramServicesAmt |
| Management And General | $2,335 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,061 | TotalAmt |
| Program Services | $100,691 | ProgramServicesAmt |
| Management And General | $87,370 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,142 | TotalAmt |
| Management And General | $29,142 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,955 | TotalAmt |
| Program Services | $39,955 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,147 | TotalAmt |
| Program Services | $98,134 | ProgramServicesAmt |
| Management And General | $127,013 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,459 | TotalAmt |
| Program Services | $470,938 | ProgramServicesAmt |
| Management And General | $12,521 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,111 | TotalAmt |
| Management And General | $11,111 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,896 | TotalAmt |
| Program Services | $22,182 | ProgramServicesAmt |
| Management And General | $67,714 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,763 | TotalAmt |
| Program Services | $629,234 | ProgramServicesAmt |
| Management And General | $11,529 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER JAZZ & MINI FESTI | $5,934,727 | $5,934,727 | |
| SPECIAL PROJECTS | $409,398 | $394,042 | $15,356 |
| FESTIVAL CRAFTS | $161,651 | $161,651 | |
| HERITAGE SCHOOL OF MUSI | $97,539 | $97,539 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,982 | TotalAmt |
| Program Services | $61,943 | ProgramServicesAmt |
| Management And General | $77,039 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,906,898 | TotalAmt |
| Program Services | $30,825,427 | ProgramServicesAmt |
| Management And General | $2,081,471 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,365,131 | BOYAmt |
| EOY | $1,611,280 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,210,894 | BOYAmt |
| EOY | $5,703,932 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,899 | BOYAmt |
| EOY | $23,742 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,126 | BOYAmt |
| EOY | $679,484 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,995 | BOYAmt |
| EOY | $290,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,751,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,354,820 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,913,666 | BOYAmt |
| EOY | $6,396,192 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,620,367 | BOYAmt |
| EOY | $11,980,788 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,605 | BOYAmt |
| EOY | $786,471 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,837,683 | BOYAmt |
| EOY | $27,477,898 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,454 | BOYAmt |
| EOY | $2,244,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,454 | BOYAmt |
| EOY | $2,244,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,774,275 | BOYAmt |
| EOY | $24,020,130 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,954 | BOYAmt |
| EOY | $712,930 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,797,229 | BOYAmt |
| EOY | $25,233,060 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,837,683 | BOYAmt |
| EOY | $27,477,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,022,715 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $413,116 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $1,549,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,588,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,032,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,695,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,997,786 | CurrentTaxYearAmt |
| Total | $8,864,568 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,308,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,045,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,073,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,357,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,500,993 | CurrentTaxYearAmt |
| Total | $144,287,126 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,858,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,634,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,106,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,053,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,498,779 | CurrentTaxYearAmt |
| Total | $153,151,694 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,118,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,109,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,309,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,186,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,668,250 | CurrentTaxYearAmt |
| Total | $6,392,612 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,034,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,636,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,643,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,679,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,771,155 | CurrentTaxYearAmt |
| Total | $13,764,884 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,153,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,745,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,953,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,866,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,439,405 | CurrentTaxYearAmt |
| Total | $20,157,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $132,994,198 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $162,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $334,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $578,168 | CurrentTaxYearAmt |
| Total | $1,370,157 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $162,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $334,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $578,168 | CurrentTaxYearAmt |
| Total | $1,370,157 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178,803 | CurrentTaxYearMinus3YearsAmt |
| Total | $216,379 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,006,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,975,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,291,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,387,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,076,947 | CurrentTaxYearAmt |
| Total | $154,738,230 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99130 | PublicSupportPY509Pct |
| Investment Income CY | 0.00890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00680 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $727,605 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $106,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,772 | AdministrativeExpensesAmt |
| End Year Balance | $786,471 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $663,215 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,390 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $727,605 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $643,680 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,535 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $663,215 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $590,850 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $52,830 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $643,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $578,069 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,781 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $590,850 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.63560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36440 | 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 | $6,956,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,011,441 | DepreciationAmt |
| Book Value | $5,944,964 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $302,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,290 | DepreciationAmt |
| Book Value | $4,978 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,089 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,396,192 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,228,548 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $413,116 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $413,116 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,815,432 | RevenueSubtotalAmt |
| Other Revenues Not Included | $28,114,181 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $28,114,181 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,929,613 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,792,717 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,792,717 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $28,114,181 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $28,114,181 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,906,898 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROMOTE JAZZ PROGRAMMING TO 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 STATUTES 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. THE FOUNDATION'S TAX RETURNS FOR THE YEARS ENDED AUGUST 31, 2013, 2012, AND 2011 REMAIN OPEN AND SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION'S TAX RETURN FOR THE YEAR ENDED AUGUST 31, 2014 HAS NOT YET BEEN FILED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NO JAZZ & HERITAGE FESTIVAL EXPENSES SEPARATELY STATED 28,114,181. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NO JAZZ & HERITAGE FESTIVAL EXPENSES SEPARATELY STATED 28,114,181. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FUNDRAISING GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $409,811 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $261,598 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $148,213 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $66,364 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $35,650 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $193,533 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $409,811 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $261,598 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,213 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $66,364 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $35,650 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $193,533 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $295,547 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$147,334 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF WWOZ | |||||||
| 1008 N PETERS ST | NEW ORLEANS | LA | 70119 | 581702220 | 501(C)(3) | $1,558,525 | TO PROVIDE MATCHING FUNDS IN OPERATION TO RECEIVE OTHER FUNDING. |
| NORMAN DIXON FUND | |||||||
| 336 CAMP ST SUITE 250 | NEW ORLEANS | LA | 70130 | 510482622 | 501(C)(3) | $50,000 | TO PROVIDE SECURITY FOR SECOND LINE PARADES. |
| NEW ORLEANS MUSICIANS CLINIC | |||||||
| 3700 ST CHARLES AVE 2ND FLOOR | NEW ORLEANS | LA | 70115 | 208139539 | 501(C)(3) | $50,000 | TO PROVIDE COMPREHENSIVE HEALTH CARE AND MENTAL HEALTH/SOCIAL SERVICES FOR MUSICIANS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PRESENTING GRANTS | 66 | $119,000 |
| EDUCATION IN SCHOOL | 36 | $80,365 |
| EDUCATION AFTER SCHOOL | 60 | $118,000 |
| ARCHIVE DOCUMENTATION | 22 | $38,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE RECIPIENT SUBMITS A FINAL REPORT DETAILING HOW THE GRANT FUNDS WERE USED WITHIN THEIR ORGANIZATION. | 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, 2019. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DIRECTOR OF FINANCE REVIEWS THE IRS FORM 990. UPON APPROVAL, THE EXECUTIVE DIRECTOR SIGNS THE RETURN FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY DISTRIBUTES THE POLICY AND DISCLOSURE FORM, AND ALL ARE REQUIRED TO DISCLOSE ANY POTENTIAL OR DEFINITE CONFLICTS AND SIGN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE SETS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE COMMITTEE ORIGINALLY SETS THE OTHER OFFICERS' COMPENSATION, BUT THE EXECUTIVE DIRECTOR HAS AUTHORITY TO APPROVE CHANGES TO OTHER OFFICERS' COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ENTERTAINERS, MUSICIANS: PROGRAM SERVICE EXPENSES 10,323,434. MANAGEMENT AND GENERAL EXPENSES 252,870. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,576,304. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 N PETERS ST | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70119 | ZIPCode |
| 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 9 | PublicCharityStatusTxt |
| 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 | Yes (1) | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRIENDS OF WWOZ INC | ||
| B | $1,558,525 | CASH PAYMENTS & PLEDGE |
| FRIENDS OF WWOZ INC | ||
| M | $250,000 | CASH PAYMENTS |
| FRIENDS OF WWOZ INC | ||
| C | $1,058,525 | CASH PAYMENTS |
| FRIENDS OF WWOZ INC | ||
| S | $609,725 | CASH PAYMENTS |
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