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Nonprofiteer
← CLEARWATER JAZZ HOLIDAY FOUNDATION INC

Form 990 for tax year 2024

Filed by CLEARWATER JAZZ HOLIDAY FOUNDATION INC.

Totals

Total revenue
$592,315
Total expenses
$729,385
Contributions and grants received
$529,566
Grants paid
$18,106
Program service revenue
$25,970
Investment income
$17,922
Other revenue
$18,857
Total assets, end of year
$766,606
Total liabilities, end of year
$198,623
Net assets or fund balances, end of year
$567,983
Program services expenses (Part IX)
$489,719
Management and general expenses
$130,250
Fundraising expenses
$109,416
Program service expenses (Part III)
$489,719

Program services were 67.1% 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.

  • 1c · Fundraising events

    $8,151

  • 1e · Government grants (contributions)

    $91,750

  • 1f · All other contributions, gifts and grants

    $429,665

  • 2a · Program service revenue: MUSIC EVENTS

    total $25,970 · related or exempt $25,970

  • 3 · Investment income

    total $17,922 · excluded $17,922

  • 8a · Fundraising events: gross income

    $17,982

  • 8a · Fundraising events: contributions included on line 1c

    $8,151

  • 8b · Fundraising events: direct expenses

    $1,102

  • 8c · Net income from fundraising events

    total $16,880 · excluded $16,880

  • 10a · Gross sales of inventory

    $1,905

  • 10b · Cost of goods sold

    $923

  • 10c · Net income from sales of inventory

    total $982 · related or exempt $982

  • 11a · Other revenue: OTHER MISC INCOME

    total $939 · excluded $939

  • 11b · Other revenue: SHIPPING INCOME

    total $56 · excluded $56

  • 11e · Other revenue, total

    $995

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $18,106 · program services $18,106

  • 5 · Compensation of officers, directors and key employees

    total $175,072 · program services $87,536 · management and general $43,768 · fundraising $43,768

  • 7 · Other salaries and wages

    total $75,231 · program services $28,860 · management and general $36,152 · fundraising $10,219

  • 9 · Other employee benefits

    total $3,590 · program services $1,515 · management and general $1,288 · fundraising $787

  • 10 · Payroll taxes

    total $18,164 · program services $8,447 · management and general $5,800 · fundraising $3,917

  • 11a · Fees: management

    total $166,167 · program services $99,700 · management and general $16,617 · fundraising $49,850

  • 11b · Fees: legal

    total $2,188 · program services $2,188

  • 11c · Fees: accounting

    total $8,912 · management and general $8,912

  • 11g · Fees: other

    total $107,509 · program services $106,521 · management and general $646 · fundraising $342

  • 12 · Advertising and promotion

    total $76,810 · program services $76,810

  • 13 · Office expenses

    total $7,382 · program services $3,202 · management and general $4,180

  • 16 · Occupancy

    total $23,844 · program services $11,851 · management and general $11,993

  • 17 · Travel

    total $903 · program services $903

  • 22 · Depreciation, depletion and amortization

    total $652 · management and general $652

  • 23 · Insurance

    total $12,640 · program services $12,027 · management and general $80 · fundraising $533

  • 24a · Other expenses: TICKETING & CC PROCESSI

    total $18,747 · program services $18,585 · management and general $162

  • 24b · Other expenses: PROGRAM EXPENSES

    total $6,294 · program services $6,294

  • 24c · Other expenses: VOLUNTARY SERVICES

    total $5,869 · program services $5,869

  • 24d · Other expenses: EDUCATIONAL OUTREACH

    total $1,305 · program services $1,305

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $235,763 · end of year $144,777

  • 2 · Savings and temporary cash investments

    beginning of year $425,177 · end of year $405,831

  • 4 · Accounts receivable

    beginning of year $111,048 · end of year $192,067

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,207 · end of year $22,898

  • 10a · Land, buildings and equipment: cost or other basis

    $5,056

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,023

  • 10c · Land, buildings and equipment, net

    beginning of year $1,685 · end of year $1,033

  • 17 · Accounts payable and accrued expenses

    beginning of year $72,986 · end of year $55,976

  • 25 · Other liabilities

    beginning of year $0 · end of year $142,647

  • 27 · Net assets without donor restrictions

    beginning of year $628,087 · end of year $515,010

  • 28 · Net assets with donor restrictions

    beginning of year $74,807 · end of year $52,973

Mission and programs · 2024

Mission

IT IS CLEARWATER JAZZ HOLIDAY FOUNDATION'S MISSION TO BE THE LEADING PROPONENT OF JAZZ ENTERTAINMENT AND EDUCATION IN FLORIDA THROUGH THE ANNUAL PRESENTATION OF A WORLD-CLASS, LIVE MUSIC FESTIVAL IN CLEARWATER, FLORIDA (CONTINUED ON SCHEDULE O) DURING THE THIRD WEEK OF OCTOBER AND TO PROMOTE TOURISM TO PINELLAS COUNTY AS A KEY COMPONENT OF THIS CELEBRATION.

Activities or mission (Part I)

THE ORGANIZATION CELEBRATES AND PROMOTES THE ART FORM OF JAZZ THROUGH YEAR-ROUND,INNOVATIVE MUSIC APPRECIATION AND INSTRUCTIONAL PROGRAMS, ONLINE EDUCATIONAL RESOURCES, SPECIAL FUNDING AND CREATIVE LEARNING EXPERIENCES SUPPORTED BY THE LONGSTANDING, ANNUAL FESTIVAL TRADITION, OTHER EVENTS, AND PARTNERS.

  • CLEARWATER JAZZ HOLIDAY IS TAMPA BAY'S SIGNATURE MUSIC FESTIVAL WITH A 45-YEAR TRADITION OF DIVERSE, WORLD-CLASS PERFORMANCES AND SIGNIFICANT SUSTAINED CULTURAL AND ECONOMIC IMPACT. THE ANNUAL FESTIVAL TRADITION OCCURS EVERY OCTOBER. THE FESTIVAL HAS A JAZZFEST VIBE AND HAS EVOLVED INTO AN INTERNATIONAL, MULTI-GENRE CELEBRATION, WITH UNIQUE JAZZ HERITAGE, FEATURING A HIGH-PROFILE LINEUP OF LEGENDARY AND CONTEMPORARY ARTISTS. (CONTINUED ON SCHEDULE O)

    Expenses $390,196 · Revenue $26,952

  • ACCORDINGLY, WHILE CJH IS THE ORGANIZATION'S MAIN PROGRAM SERVICE, THE MONEY EARNED FROM CJH AND OTHER ANNUAL EVENTS IS USED NOT ONLY TO OPERATE THE ANNUAL FESTIVAL BUT ALSO TO FURTHER THE ORGANIZATION'S COMMUNITY IMPACT. THESE YEAR-ROUND INNOVATIVE INITIATIVES AND SOCIAL EVENTS ARE CHANGING LIVES AND PROVIDING SPECIAL EXPERIENCES FOR PEOPLE OF ALL AGES AND VARYING SOCIO-ECONOMIC BACKGROUNDS, FROM THE VERY YOUNG TO THE SENIOR COMMUNITY. THE ACTIVITIES ALSO PROMOTE PERSONAL AND COMMUNITY CULTURAL DEVELOPMENT, INSPIRE JAZZ/MUSIC APPRECIATION, CREATE AUDIENCES, AND INCREASE CULTURAL AWARENESS THROUGH YEAR-ROUND SOCIAL AND EDUCATIONAL OPPORTUNITIES. (CONTINUED ON SCHEDULE O)

    Expenses $99,523 · Grants $18,106

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Victor Lucas

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • John Kurnik

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Linda Larkins

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Donna Yarbrough

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Collin Heimensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris McAdoo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee Maidenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeni Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bob Childress

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christie Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Ruppel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christen Gonzalez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tom Nurse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Honeycutt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joanie Sigal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Whittington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ralph Reid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allon Sams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Folsom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nils Sedwick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Weinberger

    CEO

    Total calculated
    $183,071
    From this org
    $177,071
    From related orgs
    $0
    Other
    $6,000
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $164,244
    Bonus
    $12,827
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,000
    Filer's total
    $183,071

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202503119349302820

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