KANSAS CITY JAZZ ORCHESTRA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
KANSAS CITY JAZZ ORCHESTRA (EIN 32-0070205)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-01-30
IRS object ID
201420309349300207
Schema version
2012v2.0
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

FieldValueIRS element (for citing)
Timestamp2014-01-30T10:29:50-08:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BALES & ASSOCIATES INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6424AddressLine1
CityLEES SUMMITCity
StateMOState
ZIP Code64064ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN320070205EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE KANSAS CITY JAZZ ORCHESTRABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKANSNameControl
Phone9133812711Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12841AddressLine1
CitySHAWNEE MISSIONCity
StateKSState
ZIP Code662822841ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLEY F JENSENName
TitleTREASURERTitle
Phone9133812711Phone
Date Signed2014-01-28DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS D BALESName
Phone8164788989Phone
Date Prepared2014-01-30DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

FieldValueIRS element (for citing)
Business Name Line1CHARLEY F JENSENBusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18826 W SANTA FE SUITE 203AddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code66212ZIPCode
FieldValueIRS element (for citing)
Gross Receipts405162GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.kcjazzorchestra.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2003YearFormation
State Legal DomicileKSStateLegalDomicile
Activity Or Mission DescriptionThrough concert performances and educational endeavors, the Kansas City Jazz Orchestra strives to preserve the rich heritage of jazz music as a viable art form.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers25TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year102538ContributionsGrantsPriorYear
Contributions Grants Current Year202011ContributionsGrantsCurrentYear
Program Service Revenue Prior Year69500ProgramServiceRevenuePriorYear
Program Service Revenue CY203026ProgramServiceRevenueCY
Investment Income Prior Year283InvestmentIncomePriorYear
Investment Income Current Year125InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year172321TotalRevenuePriorYear
Total Revenue Current Year405162TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year39000SalariesEtcPriorYear
Salaries Etc Current Year70680SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year181868OtherExpensePriorYear
Other Expenses Current Year256891OtherExpensesCurrentYear
Total Expenses Prior Year220868TotalExpensesPriorYear
Total Expenses Current Year327571TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-48547RevenuesLessExpensesPriorYear
Revenues Less Expenses CY77591RevenuesLessExpensesCY
Total Assets BOY117387TotalAssetsBOY
Total Assets EOY197935TotalAssetsEOY
Total Liabilities BOY3349TotalLiabilitiesBOY
Total Liabilities EOY6306TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY114038NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY191629NetAssetsOrFundBalancesEOY
Mission DescriptionThrough concert performances and educational endeavors,MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense305387Expense
Revenue203026Revenue
DescriptionPUBLIC JAZZ CONCERT PERFORMANCES AND GALA.Description
Total Program Service Expense305387TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109623NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees3NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSTEPHEN R IRWINNamePerson
Telephone Number9133812711TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18826 W SANTA FE SUITE 203AddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code66212ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
SAM G ADLER JR
Director2.00X000
PERRY A BEAL
Director2.00X000
SALLY BIBB
Chair10.00X000
PATTI DIPARDO-LIVERGOOD
Director2.00X000
DICK FAGERBERG
Secretary2.00X000X
EUGENE C HALL
President10.00X000X
CHARLEY F JENSEN
Treasurer2.00X000X
JOHN THOMPSON
Director2.00X000
FL TOM THOMPSON
Vice President2.00X000X
KERRY A STRAYER
Artistic Director/Conductor20.001666700X
STEPHEN R IRWIN
Executive Director30.003300000XX
BONNY L PARSONS
Office Manager25.001213400X
FieldValueIRS element (for citing)
Total Reportable Comp From Org61801TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Government Grants21475GovernmentGrants
All Other Contributions180536AllOtherContributions
Total Contributions202011TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumn
Jazz music CD sales7111307086
Jazz concert ticket sales711130191690
Jazz music performance fees7111304250
FieldValueIRS element (for citing)
Total Program Service Revenue203026TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column125TotalRevenueColumn
Exclusion$125ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column405162TotalRevenueColumn
Related Or Exempt Function Income203026RelatedOrExemptFunctionIncome
Exclusion$125ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total64698Total
Program Services51000ProgramServices
Management And General13698ManagementAndGeneral
Fundraising0Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total5982Total
Program Services4715ProgramServices
Management And General1267ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3340Total
Program Services0ProgramServices
Management And General3340ManagementAndGeneral
Fundraising0Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total49853Total
Program Services49853ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total60733Total
Program Services60733ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1130Total
Program Services1130ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1992Total
Program Services1992ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total6443Total
Program Services6443ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Bank service charges1302130200
Contract labor677116771100
Dues and subscriptions1137113700
Guest artist expenses294882948800

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total33762Total
Program Services29883ProgramServices
Management And General3879ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total327571Total
Program Services305387ProgramServices
Management And General22184ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY25080BOY
EOY60512EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY92307BOY
EOY137423EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY117387BOY
EOY197935EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3349BOY
EOY6306EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3349BOY
EOY6306EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY114038BOY
EOY191629EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY114038BOY
EOY191629EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY117387BOY
EOY197935EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses77591ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2
Public Support Total1700PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Pertcentage1700PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years63229CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years69160CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years80816CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year102538CurrentTaxYearMinus1Year
Current Tax Year202011CurrentTaxYear
Total517754Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years71068CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years33942CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years58683CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year69500CurrentTaxYearMinus1Year
Current Tax Year203026CurrentTaxYear
Total436219Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years134297CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years103102CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years139499CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year172038CurrentTaxYearMinus1Year
Current Tax Year405037CurrentTaxYear
Total953973Total
FieldValueIRS element (for citing)
Public Support Total509953973PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4318CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2541CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1292CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year283CurrentTaxYearMinus1Year
Current Tax Year125CurrentTaxYear
Total8559Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4318CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2541CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1292CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year283CurrentTaxYearMinus1Year
Current Tax Year125CurrentTaxYear
Total8559Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Total962532Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99110PublicSupportPercentage509
Prior Year Support Percentage0.98240PriorYearSupportPercentage
Investment Income Percentage0.00890InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01760PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 11bTax return is reviewed by Treasurer, Executive Director & Office Manager prior to submission to IRS.
Pt VI, Line 19Copies of governing documents, financial statements & tax returns are provided to interested parties upon request.
Form 990EZ, Part I, Line 16ADVERTISING BANK SERVICE CHARGES CONTRACT LABOR DUES AND SUBSCRIPTIONS FUNDRAISING EXPENSE INSURANCE JAZZ CAMP LICENSES AND PERMITS RECORDING EXPENSE SUPPLIES TAXES TELEPHONE TRAVEL AND ENTERTAINMENT
Form 990EZ, Part II, Line 24SCHOLARSHIP FUND 8392. 8400.
Form 990EZ, Part II, Line 26PAYROLL LIABILITIES 3349. 6306.
Form 990, Part IX, Line 24fCD SALES EXPENSE 2053. 2053. 0. 0. JAZZ CAMP 6080. 6080. 0. 0. POSTAGE AND DELIVERY 10129. 10129. 0. 0. PRINTING AND REPRODUCTION 11621. 11621. 0. 0. SUPPLIES 2481. 0. 2481. 0. LICENSES AND PERMITS 50. 0. 50. 0. TELEPHONE 1348. 0. 1348. 0.

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