Nonprofit · EIN 72-0692744
NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC
Tax-exempt · NEW ORLEANS, LA 70116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $61,887,065 | $62,150,446 | -$263,381 | $57,307,875 | $6,216,025 | $51,091,850 |
| August 31, 2024 | 990 | $73,745,595 | $69,076,551 | $4,669,044 | $54,826,243 | $4,094,812 | $50,731,431 |
| August 31, 2023 | 990 | $53,166,410 | $52,274,521 | $891,889 | $45,032,172 | $3,576,209 | $41,455,963 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,546,524
- of which government grants
- $170,965
- Membership dues
- $122,054
- Program service revenue
- $56,241,784
- Investment income
- $3,893,626
- Royalties
- $1,134
- Net rental income
- $37,839
- Net gain from sales of assets
- $2,918,331
- Net income from fundraising events
- -$31,963
- Other revenue
- $205,131
Expenses
- Grants and similar amounts paid
- $3,060,697
- Compensation of officers, directors and key employees
- $696,100
- Other salaries and wages
- $7,138,554
- Salaries, compensation and benefits (total)
- $9,061,398
- Professional fundraising fees
- $0
- Legal fees
- $121,621
- Accounting fees
- $40,500
- Occupancy
- $387,483
- Travel
- $1,020,320
- Depreciation
- $697,644
- Program services (functional)
- $59,518,661
- Management and general (functional)
- $2,291,806
- Fundraising (functional)
- $339,979
Balance sheet and other
- Total assets, start of year
- $54,826,243
- Total assets, end of year
- $57,307,875
- Total liabilities, end of year
- $6,216,025
- Net assets, end of year
- $51,091,850
- Land, buildings and equipment
- $7,280,651
- Publicly traded securities
- $38,155,839
- Net assets without donor restrictions
- $49,934,373
- Net assets with donor restrictions
- $1,157,477
- Gross receipts
- $72,317,946
- Employees
- 1,043
- Volunteers
- 1,215
- Year formed
- 1970
- State of legal domicile
- LA
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD K MARSHALL | EXECUTIVE DIRECTOR (THRU 12/2024) Officer | 40 | $188,769 | $16,364 |
| SARITA M CARRIERE | DIRECTOR OF FINANCE & HR Officer | 40 | $169,773 | $16,016 |
| JONATHAN S SOLARI | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $135,583 | $13,477 |
| LAKIA ROBINSON | DIRECTOR OF MKTG, PROGRAMS & COMMS Highest-paid employee | 40 | $120,333 | $10,435 |
| JARROD REMETICH | ACCOUNTANT Highest-paid employee | 40 | $112,018 | $10,519 |
| RACHEL LYONS | ARCHIVIST Highest-paid employee | 40 | $106,179 | $14,200 |
| SHANNA E HUDSON-STOWE | DEVELOPMENT ASSOCIATE Highest-paid employee | 40 | $105,354 | $13,913 |
| CANDICE BATES ANDERSON | DIRECTOR Trustee or director | 4 | $12,000 | $0 |
| DAVID TORKANOWSKY | DIRECTOR (THRU 09/2024) Trustee or director | 4 | $12,000 | $0 |
| GERALD BILLES | DIRECTOR Trustee or director | 3 | $12,000 | $0 |
| JULIE WISE ORECK | DIRECTOR Trustee or director | 4 | $12,000 | $0 |
| CECIL CJ BLACHE | DIRECTOR Trustee or director | 5 | $11,995 | $0 |
| RACHEL F COUSIN | PRESIDENT Trustee or director, Officer | 5 | $11,985 | $0 |
| SKIPPER BOND | DIRECTOR Trustee or director | 5 | $11,977 | $0 |
| VIRGINIA MILLER | DIRECTOR Trustee or director | 6 | $11,955 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH D HARKINS | DIRECTOR Trustee or director | 4 | $11,950 |
| JR PEGUES | 2ND VICE PRESIDENT Trustee or director, Officer | 9 | $11,950 |
| KAREN SOLOMON | DIRECTOR Trustee or director | 4 | $11,950 |
| BRITTANY MAJOR | DIRECTOR Trustee or director | 4 | $11,904 |
| CARYN RODGERS-BATTISTE | DIRECTOR Trustee or director | 4 | $11,852 |
| JUDGE SIDNEY H CATES IV | 1ST VICE PRESIDENT Trustee or director, Officer | 8 | $11,817 |
| RONALD MCCLAIN | DIRECTOR Trustee or director | 4 | $11,800 |
| COURTNEY SLATTEN KATZENSTEIN | DIRECTOR Trustee or director | 5 | $11,750 |
| DAVID KERSTEIN | DIRECTOR Trustee or director | 2 | $11,705 |
| RICHARD F CORTIZAS | DIRECTOR Trustee or director | 6 | $11,295 |
| ELLEN M LEE | SECRETARY/TREASURER Trustee or director, Officer | 8 | $11,195 |
| JAY H BANKS | DIRECTOR Trustee or director | 5 | $10,895 |
| KATY ROUBION | DIRECTOR Trustee or director | 4 | $9,200 |
| HOWARD RODGERS III | DIRECTOR Trustee or director | 3 | $9,085 |
| TARA CARTER HERNANDEZ | PRESIDENT (THRU 09/2024) Trustee or director, Officer | 4 | $7,300 |
| MONIQUE MORIAL | DIRECTOR Trustee or director | 5 | $6,149 |
| LEONARD SMITH III | DIRECTOR Trustee or director | 5 | $6,000 |
| FLOZELL DANIELS JR | DIRECTOR Trustee or director | 5 | $3,950 |
| BLAKE-ANTHONY A JOHNSON | CEO Officer | 40 | $0 |
990 for the year ended August 31, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD K MARSHALL | EXECUTIVE DIRECTOR Officer | 40 | $185,870 | $14,490 |
| SARITA M CARRIERE | DIRECTOR OF FINANCE & HR Officer | 40 | $162,117 | $13,881 |
| JARROD REMETICH | ACCOUNTANT Highest-paid employee | 40 | $109,593 | $14,904 |
| JONATHAN SOLARI | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $117,417 | $5,956 |
| RACHEL LYONS | ARCHIVIST Highest-paid employee | 40 | $101,962 | $11,877 |
| LAKIA ROBINSON | DIRECTOR OF MARKETING, PROGRAMS & COMMUNICATIONS Highest-paid employee | 40 | $104,418 | $8,825 |
| SHANNA HUDSON-STOWE | DEVELOPMENT ASSOCIATE Highest-paid employee | 40 | $100,610 | $12,040 |
| BRITTANY MAJOR | DIRECTOR Trustee or director | 4 | $9,560 | $0 |
| JULIE WISE ORECK | DIRECTOR Trustee or director | 5 | $9,545 | $0 |
| SKIPPER BOND | DIRECTOR Trustee or director | 4 | $9,495 | $0 |
| COURTNEY KATZENSTEIN | DIRECTOR Trustee or director | 3 | $9,485 | $0 |
| CANDICE BATES ANDERSON | DIRECTOR Trustee or director | 3 | $9,483 | $0 |
| KAREN SOLOMON | DIRECTOR Trustee or director | 5 | $9,470 | $0 |
| CECIL J BLACHE | DIRECTOR Trustee or director | 4 | $9,459 | $0 |
| SIDNEY CATES | SECOND VICE PRESIDENT Trustee or director, Officer | 9 | $9,450 | $0 |
| DAVID TORKANOWSKY | DIRECTOR Trustee or director | 3 | $9,450 | $0 |
| RACHEL F COUSIN | FIRST VICE PRESIDENT Trustee or director, Officer | 7 | $9,447 | $0 |
| JR PEGUES | SECRETARY/TREASURER Trustee or director, Officer | 7 | $9,435 | $0 |
| CARYN RODGERS-BATTISTE | DIRECTOR Trustee or director | 3 | $9,425 | $0 |
| VIRGINIA MILLER | DIRECTOR Trustee or director | 3 | $9,390 | $0 |
| ELLEN M LEE | DIRECTOR Trustee or director | 7 | $9,384 | $0 |
| DAVID A KERSTEIN | DIRECTOR Trustee or director | 4 | $9,360 | $0 |
| DEBORAH HARKINS | DIRECTOR Trustee or director | 6 | $9,340 | $0 |
| RONALD P MCCLAIN | DIRECTOR Trustee or director | 5 | $9,330 | $0 |
| HOWARD RODGERS III | DIRECTOR Trustee or director | 4 | $7,911 | $0 |
| JAY BANKS | DIRECTOR Trustee or director | 4 | $7,094 | $0 |
| GERALD BILLES | DIRECTOR Trustee or director | 3 | $6,840 | $0 |
| KATY ROUBION | DIRECTOR Trustee or director | 3 | $6,815 | $0 |
| RICHARD CORTIZAS | DIRECTOR Trustee or director | 3 | $6,045 | $0 |
| TARA HERNANDEZ | PRESIDENT Trustee or director, Officer | 7 | $5,200 | $0 |
| MONIQUE MORIAL | DIRECTOR Trustee or director | 3 | $3,617 | $0 |
| LEONARD SMITH III | DIRECTOR Trustee or director | 3 | $2,850 | $0 |
990 for the year ended August 31, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD K MARSHALL | EXECUTIVE DIRECTOR Officer | 40 | $176,447 | $15,142 |
| SARITA M CARRIERE | DIRECTOR OF FINANCE & HR Officer | 40 | $153,826 | $14,588 |
| JARROD M REMETICH | DEVELOPMENT ASSOCIATE Highest-paid employee | 40 | $105,087 | $15,000 |
| SHANNA E HUDSON STOWE | ACCOUNTANT Highest-paid employee | 40 | $100,019 | $12,842 |
| BRITTANY MAJOR | DIRECTOR Trustee or director | 4 | $9,000 | $0 |
| PARKER S ROBINSON | DIRECTOR Trustee or director | 3 | $9,000 | $0 |
| DAVID FRANCIS | PRESIDENT Trustee or director, Officer | 6 | $8,999 | $0 |
| SKIPPER BOND | DIRECTOR Trustee or director | 4 | $8,985 | $0 |
| JR PEGUES | TREASURER Trustee or director, Officer | 7 | $8,980 | $0 |
| BARBARA LACEN KELLER | DIRECTOR (THRU 01/2023) Trustee or director | 4 | $8,978 | $0 |
| JUDGE SIDNEY H CATES IV | SECRETARY Trustee or director, Officer | 9 | $8,967 | $0 |
| CARYN RODGERS-BATTISTE | DIRECTOR Trustee or director | 3 | $8,967 | $0 |
| DAVID A KERSTEIN | DIRECTOR Trustee or director | 4 | $8,965 | $0 |
| KAREN SOLOMON | DIRECTOR Trustee or director | 5 | $8,960 | $0 |
| VIRGINIA MILLER | DIRECTOR Trustee or director | 3 | $8,950 | $0 |
| DEBORAH HARKINS | DIRECTOR Trustee or director | 6 | $8,869 | $0 |
| CANDICE BATES ANDERSON | DIRECTOR Trustee or director | 3 | $8,867 | $0 |
| RONALD P MCCLAIN | DIRECTOR Trustee or director | 5 | $8,810 | $0 |
| KATY ROUBION | DIRECTOR Trustee or director | 3 | $8,280 | $0 |
| JULIE WISE ORECK | DIRECTOR Trustee or director | 5 | $8,120 | $0 |
| ELLEN M LEE | DIRECTOR Trustee or director | 7 | $7,746 | $0 |
| TARA CARTER HERNANDEZ | FIRST VICE PRESIDENT Trustee or director, Officer | 7 | $7,650 | $0 |
| CECIL CJ BLACHE | DIRECTOR Trustee or director | 4 | $7,569 | $0 |
| DAVID TORKANOWSKY | DIRECTOR Trustee or director | 3 | $7,450 | $0 |
| RICHARD F CORTIZAS | DIRECTOR Trustee or director | 3 | $6,950 | $0 |
| HOWARD L RODGERS III | DIRECTOR Trustee or director | 4 | $6,837 | $0 |
| LEONARD SMITH III | DIRECTOR Trustee or director | 3 | $5,243 | $0 |
| MONIQUE MORIAL | DIRECTOR Trustee or director | 3 | $4,479 | $0 |
| RACHEL F COUSIN | SECOND VICE PRESIDENT Trustee or director, Officer | 7 | $4,476 | $0 |
| GERALD BILLES | DIRECTOR Trustee or director | 3 | $4,320 | $0 |
| JAY BANKS | DIRECTOR Trustee or director | 4 | $2,689 | $0 |
| COURTNEY KATZENSTEIN | DIRECTOR Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1205 N RAMPART ST, NEW ORLEANS, LA 70116-2436
- Principal officer (990 for 2024)
- SARITA M CARRIERE, 1205 N RAMPART STREET, NEW ORLEANS, LA 70116
- Signed the 990
- SARITA M CARRIERE, INTERIM EXECUTIVE DIRECTOR
- Phone
- (504) 558-6100
- Website
- WWW.JAZZANDHERITAGE.ORG
- Return prepared by
- EAG GULF COAST LLC
Mission
TO PROMOTE, PRESERVE, AND ENCOURAGE THE MUSIC, CULTURE, AND HERITAGE OF COMMUNITIES IN LOUISIANA THROUGH FESTIVALS, PROGRAMS, AND OTHER CULTURAL, EDUCATIONAL, AND ECONOMIC ACTIVITIES.
Program accomplishments
- CULTURAL ENRICHMENT: THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION, INC. HAS SEVERAL ENRICHMENT PROGRAMS, INCLUDING MULTIPLE MUSIC FESTIVALS AND CONCERT SERIES HIGHLIGHTING LOCAL CULTURE THROUGH MUSIC, CUISINE, AND ART. THESE CONCERTS AND FESTIVAL ARTIST PERFORMANCES ARE ALSO STREAMED FOR BROADER ACCESSIBILITY. THE ESTIMATED NUMBER OF ATTENDEES AT JAZZ FEST AND OTHER FESTIVAL AND CONCERTS, STREAMING VIEWERS, AND REMAINING PARTICIPANTS IS 520,000. IN ADDITION, THE FOUNDATION PROVIDED SUPPORT TO WWOZ, A RELATED ORGANIZATION WHICH OPERATES A RADIO STATION IN NEW ORLEANS, LA FOR PRODUCTION AND BROADCASTING OF JAZZ PROGRAMMING.Expenses $55,530,365 · grants $500,000 · revenue $56,439,905
- ECONOMIC DEVELOPMENT: THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION, INC. HAS SEVERAL ECONOMIC DEVELOPMENT PROGRAMS BENEFITING LOCAL MUSICIANS AND CULTURE BEARERS OF THE COMMUNITY. THESE PROGRAMS INCLUDE THOSE WHICH PROVIDE COMMUNITY GRANTS TO SUPPORT PROJECTS IN MUSIC AND THE ART INDUSTRY OF LOUISIANA. THERE WERE APPROXIMATELY 2,055 GRANT PARTICIPANTS.Expenses $2,664,337 · grants $2,560,697
- EDUCATION: THE NEW ORLEANS JAZZ & HERITAGE FESTIVAL AND FOUNDATION, INC. HAS SEVERAL EDUCATIONAL PROGRAMS, INCLUDING HANDS-ON MUSICAL INSTRUCTION FOR KIDS AGES 8-17. OTHER PROGRAMS ENGAGE ADULTS AND CHILDREN IN MEANINGFUL DIALOGUE ABOUT HISTORY, CULTURE, AND BUSINESS. IN FYE 2025, THERE WERE APPROXIMATELY 547 STUDENTS, TEACHERS, AND PARTICIPANTS IN SYMPOSIUMS AND INSTRUCTION.Expenses $1,323,959
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 72-0692744
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6C0)
- Assets (IRS master file)
- $57,307,875
- Income (IRS master file)
- $72,317,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $61,887,065 | $62,150,446 | $57,307,875 | XML |
| 990 | August 2024 | $73,745,595 | $69,076,551 | $54,826,243 | XML |
| 990 | August 2023 | $53,166,410 | $52,274,521 | $45,032,172 | XML |
| 990 | August 2022 | $55,896,023 | $51,055,065 | $42,354,603 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 72-0692744).
Questions about NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC
- What is the EIN of NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC?
- The employer identification number (EIN) of NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC is 72-0692744.
- Is NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW ORLEANS JAZZ & HERITAGE FOUNDATION 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 NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC?
- The 990 for the year ended August 31, 2025 names SARITA M CARRIERE.
- Who are the officers and directors of NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC?
- The 990 for the year ended August 31, 2025 lists 34 people; 33 received compensation from the organization, the highest $188,769 (DONALD K MARSHALL, EXECUTIVE DIRECTOR (THRU 12/2024)).
- How much revenue does NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $61,887,065, expenses of $62,150,446 and total assets of $57,307,875 at year end.
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