Nonprofit · EIN 84-3721787
MILWAUKEE JAZZ INSTITUTE INC
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $277,129 | $267,811 | $9,318 | $167,271 | $2,547 | $164,724 |
| December 31, 2024 | 990 | $288,509 | $231,439 | $57,070 | $156,710 | $1,304 | $155,406 |
| December 31, 2023 | 990 | $240,538 | $234,611 | $5,927 | $98,339 | $3 | $98,336 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $177,227
- Program service revenue
- $99,834
- Investment income
- $68
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $61,800
- Salaries, compensation and benefits (total)
- $61,800
- Professional fundraising fees
- $0
- Accounting fees
- $5,994
- Program services (functional)
- $178,977
- Management and general (functional)
- $82,654
- Fundraising (functional)
- $6,180
Balance sheet and other
- Total assets, start of year
- $156,710
- Total assets, end of year
- $167,271
- Total liabilities, end of year
- $2,547
- Net assets, end of year
- $164,724
- Net assets without donor restrictions
- $164,724
- Gross receipts
- $277,129
- Employees
- 0
- Year formed
- 2020
- State of legal domicile
- WI
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN DAVIS | Executive Dir. Trustee or director | 32 | $61,800 |
| SAM BELTON | Director Trustee or director | 0 | $0 |
| CARL BROWN | Director Trustee or director | 0 | $0 |
| CHRIS CRAIN | Director Trustee or director | 0 | $0 |
| BRIAN LYNCH | Director Trustee or director | 0 | $0 |
| CRAIG MASTANTUONO | Director Trustee or director | 0 | $0 |
| STEVE TILTON | Director Trustee or director | 0 | $0 |
| MARK DAVIS | ARTISTIC DIRECT Trustee or director | 0 | $0 |
| GREG MARCUS | President Officer | 0 | $0 |
| WILLIAM BONIFAS | Treasurer Officer | 0 | $0 |
| LYNN LUCIUS | Secretary Officer | 0 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN DAVIS | Executive Dir. Trustee or director | 32 | $60,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN DAVIS | Executive Dir. Trustee or director | 32 | $49,995 |
Address and contacts
- Address (IRS master file)
- PO BOX 170472, MILWAUKEE, WI 53217-8041
- In care of
- % MARK DAVIS
- Principal officer (990 for 2025)
- ERIN DAVIS, PO BOX 170472, MILWAUKEE, WI 53217
- Signed the 990
- ERIN DAVIS, MANAGING DIRECTOR
- Phone
- (414) 234-5565
- Return prepared by
- George H Herro CPA SC
Mission
PROVIDE JAZZ OPPORTUNITIES
Program accomplishments
- PROVIDE JAZZ OPPORTUNITIESExpenses $178,977 · grants $177,227 · revenue $99,834
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-3721787
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6C)
- Assets (IRS master file)
- $167,271
- Income (IRS master file)
- $277,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $277,129 | $267,811 | $167,271 | XML |
| 990 | December 2024 | $288,509 | $231,439 | $156,710 | XML |
| 990 | December 2023 | $240,538 | $234,611 | $98,339 | XML |
| 990 | December 2022 | $240,279 | $187,447 | $92,412 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | 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 84-3721787).
Questions about MILWAUKEE JAZZ INSTITUTE INC
- What is the EIN of MILWAUKEE JAZZ INSTITUTE INC?
- The employer identification number (EIN) of MILWAUKEE JAZZ INSTITUTE INC is 84-3721787.
- Is MILWAUKEE JAZZ INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to MILWAUKEE JAZZ INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILWAUKEE JAZZ INSTITUTE 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 MILWAUKEE JAZZ INSTITUTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILWAUKEE JAZZ INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MILWAUKEE JAZZ INSTITUTE INC?
- The 990 for the year ended December 31, 2025 names ERIN DAVIS.
- Who are the officers and directors of MILWAUKEE JAZZ INSTITUTE INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $61,800 (ERIN DAVIS, Executive Dir.).
- How much revenue does MILWAUKEE JAZZ INSTITUTE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $277,129, expenses of $267,811 and total assets of $167,271 at year end.
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