Totals
- Total revenue
- $582,750
- Total expenses
- $697,308
- Contributions and grants received
- $408,831
- Grants paid
- $0
- Program service revenue
- $165,059
- Investment income
- $139
- Other revenue
- $8,721
- Total assets, end of year
- $294,298
- Total liabilities, end of year
- $51,801
- Net assets or fund balances, end of year
- $242,497
- Program services expenses (Part IX)
- $429,527
- Management and general expenses
- $207,148
- Fundraising expenses
- $60,633
- Program service expenses (Part III)
- $429,527
Program services were 61.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$112,082
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$22,916
-
1f · All other contributions, gifts and grants
$273,833
-
1g · Noncash contributions included above
$3,225
-
2a · Program service revenue: Jazz Music Performance Fees
total $164,179 · related or exempt $164,179 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Jazz Music Community Engagement Fees
total $880 · related or exempt $880 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $139 · related or exempt $139 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$43,934
-
8a · Fundraising events: contributions included on line 1c
$112,082
-
8b · Fundraising events: direct expenses
$42,264
-
8c · Net income from fundraising events
total $1,670 · unrelated business $0 · excluded $1,670
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$4,599
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $4,599 · related or exempt $4,599 · unrelated business $0 · excluded $0
-
11a · Other revenue: Performance Advertisement Sales
total $2,452 · related or exempt $0 · unrelated business $0 · excluded $2,452
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$2,452
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $83,951 · program services $16,790 · management and general $16,790 · fundraising $50,371
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $136,081 · program services $73,847 · management and general $62,234 · fundraising $0
-
8 · Pension plan contributions
total $0 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $5,625 · program services $0 · management and general $5,625 · fundraising $0
-
10 · Payroll taxes
total $17,082 · program services $7,186 · management and general $6,043 · fundraising $3,853
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $0 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $24,379 · program services $0 · management and general $24,379 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $46,174 · program services $2,000 · management and general $41,958 · fundraising $2,216
-
12 · Advertising and promotion
total $66,059 · program services $37,893 · management and general $28,166 · fundraising $0
-
13 · Office expenses
total $12,087 · program services $0 · management and general $11,995 · fundraising $92
-
14 · Information technology
total $4,194 · program services $0 · management and general $4,194 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $14,436 · program services $11,549 · management and general $2,165 · fundraising $722
-
17 · Travel
total $1,651 · program services $0 · management and general $1,651 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $6,193 · program services $2,103 · management and general $1,020 · fundraising $3,070
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $333 · program services $333 · management and general $0 · fundraising $0
-
23 · Insurance
total $6,189 · program services $4,952 · management and general $928 · fundraising $309
-
24a · Other expenses: Big Band Concert Expenses
total $168,031 · program services $168,031 · management and general $0 · fundraising $0
-
24b · Other expenses: Riff Generation Concert Expenses
total $38,256 · program services $38,256 · management and general $0 · fundraising $0
-
24c · Other expenses: Runouts & Community Engagement
total $53,894 · program services $53,894 · management and general $0 · fundraising $0
-
24d · Other expenses: Recording Project Expenses
total $12,693 · program services $12,693 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $78,815 · end of year $108,929
-
2 · Savings and temporary cash investments
beginning of year $243,718 · end of year $143,727
-
3 · Pledges and grants receivable
beginning of year $30,100 · end of year $21,474
-
4 · Accounts receivable
beginning of year $48,280 · end of year $17,659
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,179 · end of year $842
-
10a · Land, buildings and equipment: cost or other basis
$2,000
-
10b · Land, buildings and equipment: accumulated depreciation
$333
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $1,667
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $5,395 · end of year $8,708
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $39,375 · end of year $43,026
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $180 · end of year $67
-
27 · Net assets without donor restrictions
beginning of year $299,305 · end of year $185,736
-
28 · Net assets with donor restrictions
beginning of year $57,837 · end of year $56,761
Mission and programs · 2022
Mission
Through performances and educational programs, The Kansas City Jazz Orchestra preserves the rich heritage of jazz, nurtures its growth, and encourages its appreciation as an art form for all ages.
-
The Kansas City Jazz Orchestra (KCJO) has seen various milestones of growth over the last 20 years. Founded by retired attorney Gene Hall and a local jazz musician and professor of Jazz Studies at Johnson County Community College Jim Mair and his wife Mary, KCJO sprung to life at an inaugural concert with Marilyn Maye and the newly formed band on November 21, 2003. 20 years later, Marilyn joined the Orchestra on stage with 6 of the original band members in that original concert. This concert took place on October 27 and 28th at the Folly Theater and was a culmination of growth and investment in the future of The Kansas City Jazz Orchestra and a full rebranding. During the 20th season, KCJO embarked on several projects to both commemorate 20 years and set the stage for the next chapter of jazz excellence. Season Expansion: This was perhaps the most consequential decision that the organization had made for many years. Described as a "wither and die or grow and bloom moment," the Board approved the expansion of the season to include the Folly as a venue and to perform more programs and consecutive runs to engage more audiences. Jazz Café: This program launched last year and has since reached more than 3500 students. This is a no barrier program wherein a KCJO jazz trio performs a free concert during school lunch, thus reaching the entire student body; giving some enjoyment to a school day, which sometimes the teachers say they didn't know they needed.
Expenses $170,006 · Revenue $118,755
-
Riff Generation: Finding the right venue has perhaps been more challenging than finding a tremendously talented group of jazz composers and musicians to make up Riff Generation, a 10-member ensemble that spends their year-long residency collaborating and creating new jazz tunes based on a riff in the Kansas City Style. This ensemble has allowed more performance opportunities for more musicians, including musicians who may not have been trained in the common Euro-Centric style.
Expenses $38,256 · Revenue $41,202
-
Studio Album: One such project was producing the first studio album in more than 7 years, entitled "In the Key of KC," replete with new jazz compositions and a classic, Moten Swing honoring the Kansas City style of yesterday and today. This album features tunes written by talented members of the Orchestra and regular guest vocalist, Eboni Fondren. The album has been released on limited edition vinyl, cd, and streaming. Commemorative Book: To complement the studio album, Libby Hanssen, a local journalist and musician, authored a commemorative book for the Kansas City Jazz Orchestra's 20th anniversary, entitled States of Swing: the History of the Kansas City Jazz Orchestra, 2003-2023. This LP-sized publication highlighted the history of the organization and honored those who have made KCJO as successful as it is today, while also illustrating the artistic and organizational vision for the coming 20 years. It is now a part of the Kansas City Library Circulation and UMKC Miller Nichols Library.
Expenses $221,265 · Revenue $5,102
As filed on the 2022 return.
Listed in Part VII
-
Lea Petrie
Executive Director
- Total calculated
- $80,345
- From this org
- $80,345
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Brian Johnston
Board President
- Total calculated
- $0
- Hours/week
- 1
-
Lee Brumitt
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Mike Fischer
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Gus Jianas
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Trusty
Past Board President
- Total calculated
- $0
- Hours/week
- 3
-
Benny Lee
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Gary Hailes
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
James Prevost
Board Member
- Total calculated
- $0
- Hours/week
- 1.5
-
Kim Gile
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Dowell
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Zahid Nana
Board Member
- Total calculated
- $0
- Hours/week
- 1.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349306764
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