KANSAS CITY JAZZ ORCHESTRA: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS CITY JAZZ ORCHESTRA (EIN 32-0070205)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201233209349201658
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T08:37:47-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALES & ASSOCIATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6424 | AddressLine1 |
| City | LEES SUMMIT | City |
| State | MO | State |
| ZIP Code | 64064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320070205 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KANSAS CITY JAZZ ORCHESTRA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KANS | NameControl |
| Phone | 9133812711 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12841 | AddressLine1 |
| City | SHAWNEE MISSION | City |
| State | KS | State |
| ZIP Code | 662822841 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE C HALL | Name |
| Title | PRESIDENT | Title |
| Phone | 9133812711 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS D BALES | Name |
| Phone | 8164788989 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | www.kcjazzorchestra.org | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 172321 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 102538 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 69500 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Investment Income | 283 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Total Revenue | 172321 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 39000 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 3810 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 12080 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 2311 | PrintingPublicationsPostage |
| Other Expenses Total | 163667 | OtherExpensesTotal |
| Total Expenses | 220868 | TotalExpenses |
| Excess Or Deficit For Year | -48547 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 162585 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 114038 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150877 | BOY |
| EOY | 108995 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13976 | BOY |
| EOY | 8392 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164853 | BOY |
| EOY | 117387 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2268 | BOY |
| EOY | 3349 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162585 | BOY |
| EOY | 114038 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Preserve rich heritage of jazz music. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | Through concert performances and educational endeavors, the Kansas City Jazz Orchestra strives to preserve the rich heritage of jazz music as a viable art form. | DescriptionProgramServiceAccom |
| Program Service Expenses | 220868 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 220868 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| EUGENE C HALL | ||||||
| 1029 W 66TH STREET | KANSAS CITY | MO | 641131815 | President | 10.00 | 0 |
| SAM G ADLER JR | ||||||
| 4323 W 112TH STREET | LEAWOOD | KS | 66211 | Chairman | 10.00 | 0 |
| PERRY A BEAL | ||||||
| 12100 PERRY STREET | OVERLAND PARK | KS | 662131653 | Director | 2.00 | 0 |
| SALLY BIBB | ||||||
| 3131 BROADWAY | KANSAS CITY | MO | 64111 | Director | 2.00 | 0 |
| DICK FAGERBERG | ||||||
| 188 HILLCREST WEST | LAKE QUIVIRA | KS | 66217 | Director | 2.00 | 0 |
| CHARLES F JENSEN | ||||||
| 10404 WENONGA LANE | LEAWOOD | KS | 66206 | Secretary/Treasurer | 2.00 | 0 |
| JOHN THOMPSON | ||||||
| 14018 SLATER STREET | OVERLAND PARK | KS | 66221 | Director | 2.00 | 0 |
| FL TOM THOMPSON | ||||||
| 8208 JUNIPER LANE | PRAIRIE VILLAGE | KS | 66208 | Vice President | 2.00 | 0 |
| CHRIS BURNETT | ||||||
| 1616 E 18TH STREET | KANSAS CITY | MO | 65108 | Director | 2.00 | 0 |
| KERRY A STRAYER | ||||||
| 563 E 129TH TERRACE | KANSAS CITY | MO | 64145 | Artistic Director/Conductor | 20.00 | 16000 |
| WILLIAM W BROWNLEE | ||||||
| 9100 FONTANA STREET | PRAIRIE VILLAGE | KS | 66207 | Business Manager | 30.00 | 23000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN IRWIN | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8826 W SANTA FE SUITE 203 | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 66212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9133812711 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 229987 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63229 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 80816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 102538 | CurrentTaxYear |
| Total | 545730 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58683 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69500 | CurrentTaxYear |
| Total | 287790 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 284584 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134297 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103102 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 139499 | CurrentTaxYearMinus1Year |
| Current Tax Year | 172038 | CurrentTaxYear |
| Total | 833520 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 833520 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4318 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 283 | CurrentTaxYear |
| Total | 14930 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4318 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 283 | CurrentTaxYear |
| Total | 14930 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 848450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98240 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01760 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| ExplanationExplanation | IdentifierIdentifier |
|---|---|
| See attached schedules for additional information. | |
| ADVERTISING 36162. BANK SERVICE CHARGES 746. CONTRACT LABOR 76800. DUES AND SUBSCRIPTIONS 646. FUNDRAISING EXPENSE 87. INSURANCE 3371. JAZZ CAMP 13150. LICENSES AND PERMITS 250. RECORDING EXPENSE 22272. SUPPLIES 2360. TAXES 4584. TELEPHONE 1005. TRAVEL AND ENTERTAINMENT 2234. | Form 990EZ, Part I, Line 16 |
| SCHOLARSHIP FUND 13976. 8392. | Form 990EZ, Part II, Line 24 |
| PAYROLL LIABILITIES 2268. 3349. | Form 990EZ, Part II, Line 26 |
| INSURANCE LICENSES AND PERMITS RECORDING EXPENSE TICKET OFFICE SERVICE FEES GALA EXPENSE | Form 990, Part IX, Line 24f |
Comments