Nonprofit · EIN 71-0910474
HEALDSBURG JAZZ FESTIVAL INC
Tax-exempt · HEALDSBURG, CA 95448
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,207,591 | $1,186,678 | $20,913 | $538,037 | $8,841 | $529,196 |
| September 30, 2024 | 990 | $1,096,274 | $1,038,329 | $57,945 | $532,034 | $23,751 | $508,283 |
| September 30, 2023 | 990 | $1,046,833 | $884,554 | $162,279 | $469,778 | $19,440 | $450,338 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $608,505
- Program service revenue
- $355,568
- Investment income
- $3,365
- Net income from fundraising events
- $157,592
- Other revenue
- $240,153
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $189,800
- Other salaries and wages
- $85,450
- Salaries, compensation and benefits (total)
- $340,882
- Professional fundraising fees
- $8,000
- Occupancy
- $22,460
- Travel
- $13,363
- Program services (functional)
- $862,674
- Management and general (functional)
- $174,809
- Fundraising (functional)
- $149,195
Balance sheet and other
- Total assets, start of year
- $532,034
- Total assets, end of year
- $538,037
- Total liabilities, end of year
- $8,841
- Net assets, end of year
- $529,196
- Net assets without donor restrictions
- $529,196
- Gross receipts
- $1,269,649
- Employees
- 4
- Volunteers
- 85
- Year formed
- 2002
- State of legal domicile
- CA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCUS SHELBY | ARTISTIC DIR Trustee or director | 30 | $94,900 |
| GAYLE OKUMURA SULLIVAN | Executive Dir. Trustee or director | 30 | $94,900 |
| JACK RAINEAULT | Chairman Trustee or director, Officer | 2 | $0 |
| KATHY TAYLOR | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| KAREN MASTERSTON DIENST | Secretary Trustee or director, Officer | 2 | $0 |
| STEPHEN PASSALACQUA | MEMBER Trustee or director | 2 | $0 |
| DAN CARROLL | Treasurer Trustee or director, Officer | 2 | $0 |
| MARK GARRETT | MEMBER Trustee or director | 2 | $0 |
| JESSICA LUSHER | MEMBER Trustee or director | 2 | $0 |
| CHAD RICHARD | MEMBER Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCUS SHELBY | ARTISTIC DIR Trustee or director | 30 | $93,000 |
| GAYLE OKUMURA SULLIVAN | Executive Dir. Trustee or director | 30 | $93,000 |
| JACK RAINEAULT | Chairman Trustee or director, Officer | 2 | $0 |
| KATHY TAYLOR | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| CLAUDIA VECCHIO | MEMBER Trustee or director | 2 | $0 |
| KAREN MASTERSTON DIENST | Secretary Trustee or director, Officer | 2 | $0 |
| STEPHEN PASSALACQUA | MEMBER Trustee or director | 2 | $0 |
| DAN CARROLL | Treasurer Trustee or director, Officer | 2 | $0 |
| MARK MCMULLIN | MEMBER Trustee or director | 2 | $0 |
| JESSICA LUSHER | MEMBER Trustee or director | 2 | $0 |
| CHAD RICHARD | MEMBER Trustee or director | 2 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCUS SHELBY | ARTISTIC DIR Trustee or director | 30 | $85,000 |
| GAYLE OKAMURA SULLIVAN | Executive Dir. Trustee or director | 30 | $82,500 |
| JACK RAINEAULT | Chairman Trustee or director, Officer | 2 | $0 |
| KATHY TAYLOR | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| KAREN MASTERSTON DIENST | Secretary Trustee or director | 2 | $0 |
| STEPHEN PASSALACQUA | MEMBER Trustee or director | 2 | $0 |
| DAN CARROLL | Treasurer Trustee or director | 2 | $0 |
| MARK MCMULLIN | MEMBER Trustee or director | 2 | $0 |
| JESSICA LUSHER | MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 266, HEALDSBURG, CA 95448-0266
- Principal officer (990 for 2024)
- DAN CARROLL, PO BOX 266, HEALDSBURG, CA 954480266
- Signed the 990
- DAN CARROLL, Treasurer
- Phone
- (707) 433-4633
- Return prepared by
- Van Horn Consulting Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 71-0910474 or by the name HEALDSBURG JAZZ FESTIVAL INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
YEAR ROUND MUSIC-PRESENTING ORGANIZATION DEDICATED TO STIMULATING INTEREST IN & PROMOTING AWARENESS & APPRECIATION OF JAZZ BY FACILITATING CROSS-CULTURAL INTERACTION, PROVIDING PERFORMANCE OPPORTUNITIES & EDUCATING ABOUT THE IMPORTANT ROLE OF JAZZ AS AN INDIGENOUS ART FORM
Program accomplishments
- Healdsburg Jazz runs a 10-day annual music festival in June, presenting an array of artists in new & often unexpected configurations and locations, with educational and community events key components of this outstanding festival. Over 20 concerts were presented at 10 different locations, featuring over 150 artists. In addition, Healdsburg Jazz presents leading artists throughout the year.Expenses $862,674 · revenue $219,650
- Healdsburg Jazz returned to public schools with a variety of educational programs including Latin History Month, Black History Month, Harlem of the West, After School programs, as well as Music & Performing Arts Camp and the Freedom Jazz Choir. In addition, numerous community programs were presented throughout the year including family concerts, artists' education talks, and Juneteenth celebrations.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 71-0910474
- 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
- 2003
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $538,037
- Income (IRS master file)
- $1,269,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,207,591 | $1,186,678 | $538,037 | XML |
| 990 | September 2024 | $1,096,274 | $1,038,329 | $532,034 | XML |
| 990 | September 2023 | $1,046,833 | $884,554 | $469,778 | XML |
| 990 | September 2022 | $666,835 | $608,961 | $398,702 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 71-0910474).
Questions about HEALDSBURG JAZZ FESTIVAL INC
- What is the EIN of HEALDSBURG JAZZ FESTIVAL INC?
- The employer identification number (EIN) of HEALDSBURG JAZZ FESTIVAL INC is 71-0910474.
- Is HEALDSBURG JAZZ FESTIVAL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HEALDSBURG JAZZ FESTIVAL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALDSBURG JAZZ FESTIVAL INC 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 HEALDSBURG JAZZ FESTIVAL INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALDSBURG JAZZ FESTIVAL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HEALDSBURG JAZZ FESTIVAL INC?
- The 990 for the year ended September 30, 2025 names DAN CARROLL.
- Who are the officers and directors of HEALDSBURG JAZZ FESTIVAL INC?
- The 990 for the year ended September 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $94,900 (MARCUS SHELBY, ARTISTIC DIR).
- How much revenue does HEALDSBURG JAZZ FESTIVAL INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,207,591, expenses of $1,186,678 and total assets of $538,037 at year end.
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All nonprofits in HEALDSBURG · California · Arts, culture and humanities