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North Carolina · Nonprofit

JAZZARTS CHARLOTTE

JAZZARTS CHARLOTTE (North Carolina) receives grants from 24 organizations whose IRS filings report $2,177,817 to it, the largest being FOUNDATION FOR THE CAROLINAS ($581,811). 17 of them have funded it in more than one year.

Revenue FY2025
$1.2M
Funders on record
24
Grants received
$2.2M
Net assets
$180k
17/24 repeat funderspeak grant-dependency 96%
01What it does

What Jazzarts Charlotte does

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.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $469,071 spentof which $1,200 as grants$393,848 earned by the program
    67% of program spending
  2. 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.

    $222,522 spentof which $102,190 as grants$267,333 earned by the program
    32% of program spending
  3. 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.

    $10,970 spentof which $200 as grants$13,620 earned by the program
    2% of program spending
  4. Other program services, not described on the e-filed return.

    $0 spent
    0% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $702,563.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($396k) Expenses 100 ($437k) Net assets 100 ($7k)2018 Revenue 113 ($447k) Expenses 108 ($473k) Net assets 37 ($3k)2020 Revenue 126 ($498k) Expenses 106 ($464k) Net assets -252 ($-18499)2021 Revenue 115 ($453k) Expenses 78 ($338k) Net assets 6706 ($492k)2022 Revenue 224 ($885k) Expenses 173 ($754k) Net assets 6657 ($488k)2023 Revenue 314 ($1.2M) Expenses 271 ($1.2M) Net assets 8375 ($615k)2024 Revenue 252 ($998k) Expenses 256 ($1.1M) Net assets 5060 ($371k)2025 Revenue 302 ($1.2M) Expenses 276 ($1.2M) Net assets 2459 ($180k)
'17'18'20'21'22'23'24'25
Revenue (302)Expenses (276)Net assets (2459)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $101k to $582k (+477%).

$49k
$50k
$101k
$582k
$600k
$709k
$471k
$302k
'17'18'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 0% · 2018 0% · 2020 0% · 2021 9% · 2022 24% · 2023 10% · 2024 2% · 2025 0%. Grants only. Government contracts and fees sit inside program revenue.

64% of JAZZARTS CHARLOTTE’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).

This organization
Typical peer · 5,395 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

−$41k
’17
−$26k
’18
$34k
’20
$115k
’21
$131k
’22
$63k
’23
−$118k
’24
−$8k
’25
2.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Lonnie Davis

President and CEO

Board chair

Karen S Bernhardt

Chair

As listed on its FY2025 Form 990.

'17'18'20'21'22'23'24'25
Listed1415131412151718
Joined·+6·+2+0+5+5+1
No longer listed·5·12230
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 3 funders to 11 funders, grant income rose $111k → $355k.

7 of 24 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 35% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of JAZZARTS CHARLOTTE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

JAZZARTS CHARLOTTE has a broad base — no single funder exceeds 27% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

67% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund JAZZARTS CHARLOTTE.

27%
largest funder
56%
top three
~7
effective funders

Largest funder’s share by year: 2017 54% · 2018 49% · 2019 42% · 2020 57% · 2021 57% · 2022 57% · 2023 44% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

64% of JAZZARTS CHARLOTTE's funders are still giving 3 years after their first grant; 71% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

JAZZARTS CHARLOTTE draws 63% of its grant income from funders outside North Carolina, across 6 states in all.

NY
CT
CA
NC
GA
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $757k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

JAZZARTS CHARLOTTE has grown faster than half of the 3,430 arts & culture nonprofits its size.

Operating margin−1% · below the median
Months of reserve2.6mo · below the median
Revenue growth (annualized)15% · above the median

this organization peer median middle 50% of peers· 3,430 arts & culture nonprofits $1M–$10M, FY2025

Government funding JAZZARTS CHARLOTTE receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $10k on record.

Federal$10k
grants $10kcontracts $0
Top agencies
  • National Endowment for the Arts$10k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like JAZZARTS CHARLOTTE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

58% of spending goes to programs.

Program 58%Management 30%Fundraising 11%

Governance

16
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

NC

Screen this organization

A dated, signed PDF of the compliance screen for JAZZARTS CHARLOTTE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds JAZZARTS CHARLOTTE?
JAZZARTS CHARLOTTE (North Carolina) receives grants from 24 organizations whose IRS filings report $2,177,817 to it, the largest being FOUNDATION FOR THE CAROLINAS ($581,811). 17 of them have funded it in more than one year.
How many funders does JAZZARTS CHARLOTTE have?
IRS filings report 24 organizations giving $2,177,817 in grants to JAZZARTS CHARLOTTE, 17 of which have funded it in more than one year.
Who is the largest funder of JAZZARTS CHARLOTTE?
FOUNDATION FOR THE CAROLINAS is the largest funder on record, with $581,811 in grants. The full list of funders is on this page.
How can an organization like JAZZARTS CHARLOTTE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Jazzarts Charlotte →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 24 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing