Nonprofit · EIN 27-1728470
JAZZARTS CHARLOTTE
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,197,108 | $1,205,561 | -$8,453 | $302,151 | $121,738 | $180,413 |
| June 30, 2024 | 990 | $998,080 | $1,116,197 | -$118,117 | $471,431 | $100,171 | $371,260 |
| June 30, 2023 | 990 | $1,244,246 | $1,181,131 | $63,115 | $709,089 | $94,581 | $614,508 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $763,473
- Program service revenue
- $433,635
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $362,271
- Salaries, compensation and benefits (total)
- $415,831
- Professional fundraising fees
- $0
- Accounting fees
- $7,000
- Occupancy
- $42,435
- Travel
- $98,124
- Depreciation
- $5,496
- Program services (functional)
- $702,563
- Management and general (functional)
- $364,602
- Fundraising (functional)
- $138,396
Balance sheet and other
- Total assets, start of year
- $471,431
- Total assets, end of year
- $302,151
- Total liabilities, end of year
- $121,738
- Net assets, end of year
- $180,413
- Net assets without donor restrictions
- $173,243
- Net assets with donor restrictions
- $7,170
- Gross receipts
- $1,197,108
- Employees
- 6
- Volunteers
- 12
- Year formed
- 2010
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lonnie Davis | President and CEO Officer, Key employee | 45 | $96,000 |
| Ronald Baldwin | CFO/COO Key employee | 40 | $12,400 |
| Karen S Bernhardt | Chair Trustee or director | 3 | $0 |
| Jerri Kallam | Immediate Past Chair Trustee or director | 2 | $0 |
| Bill Abt | Treasurer Trustee or director | 2 | $0 |
| Betsy Grant-Kaperonis | Secretary Trustee or director | 2 | $0 |
| Christopher Curtin | Board Member Trustee or director | 1 | $0 |
| Joycelyn Eason | Board Member and Counsel Trustee or director | 1 | $0 |
| Kevin Patterson | Board Member Trustee or director | 1 | $0 |
| Anil Patel | Board Member Trustee or director | 1 | $0 |
| Vincent Luciani | Board Member Trustee or director | 1 | $0 |
| Joseph Smith III | Board Member Trustee or director | 1 | $0 |
| Lou Ramos | Board Member Trustee or director | 1 | $0 |
| Michael Masci | Board Member Trustee or director | 1 | $0 |
| Tim Christman | Board Member Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sharon Rogillio | Board Member Trustee or director | 1 | $0 |
| Nick Forest | Board Member Trustee or director | 1 | $0 |
| Kelsey Rector | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lonnie Davis | President and CEO Officer, Key employee, Highest-paid employee | 50 | $98,413 |
| Karen S Bernhardt | Chair Trustee or director | 2 | $0 |
| Jerri Kallam | Immediate Past Chair Trustee or director | 2 | $0 |
| Bill Abt | Treasurer Trustee or director | 2 | $0 |
| Betsy Grant-Kaperonis | Secretary Trustee or director | 2 | $0 |
| Joycelyn Eason | Board Member and Counsel Trustee or director | 1 | $0 |
| Kevin Patterson | Board Member Trustee or director | 1 | $0 |
| Anil Patel | Board Member Trustee or director | 1 | $0 |
| Vincent Luciani | Board Member Trustee or director | 1 | $0 |
| Joseph Smith III | Board Member Trustee or director | 1 | $0 |
| Lou Ramos | Board Member Trustee or director | 1 | $0 |
| Michael Masci | Board Member Trustee or director | 1 | $0 |
| Tim Christman | Board Member Trustee or director | 1 | $0 |
| Sharon Rogillio | Board Member Trustee or director | 1 | $0 |
| Nick Forest | Board Member Trustee or director | 1 | $0 |
| Kelsey Rector | Board Member Trustee or director | 1 | $0 |
| Ronald Baldwin | CFO/COO Officer | 50 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lonnie Davis | President and CEO Officer, Key employee, Highest-paid employee | 55 | $87,692 |
| Jerri Kallam | Chair Trustee or director | 3 | $0 |
| Kevin Patterson | Immediate Past Chair Trustee or director | 1 | $0 |
| Karen S Bernhardt | Board Vice Chair Trustee or director | 1 | $0 |
| Joseph Smith III | Board Treasurer Trustee or director | 1 | $0 |
| Katie Ramseur | Board Secretary Trustee or director | 1 | $0 |
| Tim Christman | Board Member Trustee or director | 1 | $0 |
| Vincent Luciani | Board Member Trustee or director | 1 | $0 |
| Anil Patel | Board Member Trustee or director | 1 | $0 |
| Frank Schall | Board Member Trustee or director | 1 | $0 |
| Michael Masci | Board Member Trustee or director | 1 | $0 |
| Betsy Grant-Kaperonis | Board Member Trustee or director | 1 | $0 |
| Adam Holtzschue | Board Member Trustee or director | 1 | $0 |
| Lou Ramos | Board Member Trustee or director | 1 | $0 |
| Ronald Baldwin | CFO/COO Officer | 50 | $0 |
Address and contacts
- Address (IRS master file)
- VAPA CENTER 700 N TRYON ST, CHARLOTTE, NC 28202-0000
- In care of
- % RON BALDWIN BOARD TREASURER
- Principal officer (990 for 2024)
- Lonnie Davis, 700 N Tryon St, 700 N Tryon St, Charlotte, NC 28202
- Signed the 990
- Ronald Baldwin, COO/CFO
- Phone
- (704) 334-3900
- Website
- http://www.thejazzarts.org
- 990-N for 2010 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Frank Parker, 9520 Glenwater Drive, Charlotte NC 28262. Mailing address: PO Box 32441, Charlotte NC 28232.
Mission
JazzArts Charlotte's (JazzArts) mission is connecting the cultural community and developing an audience for jazz through quality education, performance and musician support. JazzArts' vision is to be a catalyst for cultural enrichment and music education that brings creative inspiration to the lives of the citizens of the Charlotte region.
Program accomplishments
- The JAZZ ROOM: JazzArts Charlotte is proud to present Charlotte's most popular monthly jazz concert series. The JAZZ ROOM, located in the heart of uptown Charlotte, provides a casual and intimate setting with tables and a full bar, reminiscent of the classic jazz rooms of yesteryear. Each month The JAZZ ROOM welcomes one of the most diverse audiences in the Queen City, presenting live jazz performances from the finest local, regional, and nationally renowned artists. From re-imagined early jazz tributes and classic swing to modern and contemporary soulful sounds, these creatively curated programs include something for every musical palate.Expenses $469,071 · grants $1,200 · revenue $393,848
- JazzArts Academy: We believe in the power of music education and its ability to impact lives. The JazzArts Academy offers a wide range of programs facilitated by our expert teaching artists, designed to engage students of all ages, abilities, and interests. Since 2011, the JazzArts Academy has reached over 50,000 students, grades K-12 throughout the Charlotte region. The JazzArts Academy include Youth Ensembles + Workshops, Summer Music Camp, Nuestro Tiempo Latin Jazz, and Jazz in Schools.Expenses $222,522 · grants $102,190 · revenue $267,333
- Musician Support: We are connected to over 100 local musicians in the Charlotte region offering opportunities through our own performances and classes, and helping identify musicians for other local performance opportunities.Expenses $10,970 · grants $200 · revenue $13,620
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1728470
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $302,151
- Income (IRS master file)
- $1,197,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,197,108 | $1,205,561 | $302,151 | XML |
| 990 | June 2024 | $998,080 | $1,116,197 | $471,431 | XML |
| 990 | June 2023 | $1,244,246 | $1,181,131 | $709,089 | XML |
| 990 | June 2022 | $885,033 | $753,840 | $599,650 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Frank Parker Filed under this EIN, most likely by a chapter or affiliate | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1728470).
Questions about JAZZARTS CHARLOTTE
- What is the EIN of JAZZARTS CHARLOTTE?
- The employer identification number (EIN) of JAZZARTS CHARLOTTE is 27-1728470.
- Is JAZZARTS CHARLOTTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to JAZZARTS CHARLOTTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JAZZARTS CHARLOTTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JAZZARTS CHARLOTTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAZZARTS CHARLOTTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JAZZARTS CHARLOTTE?
- The 990 for the year ended June 30, 2025 names Lonnie Davis.
- Who are the officers and directors of JAZZARTS CHARLOTTE?
- The 990 for the year ended June 30, 2025 lists 18 people; 2 received compensation from the organization, the highest $96,000 (Lonnie Davis, President and CEO).
- How much revenue does JAZZARTS CHARLOTTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,197,108, expenses of $1,205,561 and total assets of $302,151 at year end.
Other nonprofits in CHARLOTTE
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- ROOF ABOVE INC EIN 56-1837620 · last filed 990 for 2025
- CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC EIN 56-6011568 · last filed 990 for 2025
- CHARLOTTE BALLET EIN 58-1314711 · last filed 990 for 2025
- DISCOVERY PLACE INC EIN 56-0529944 · last filed 990 for 2025
- MINT MUSEUM OF ART INC EIN 56-0670666 · last filed 990 for 2025
- ARTS SCIENCES & CULTURAL COUNCIL OF CHARLOTTE-MECKLENBURG INC EIN 99-4002299 · last filed 990 for 2025
- CCCP COMMUNITY TRUST EIN 01-0554275 · last filed 990 for 2025
All nonprofits in CHARLOTTE · North Carolina · Arts, culture and humanities