Chicago Jazz Philharmonic (EIN 201058117) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Lesley Picchietti

Phone

3125738930

Tax Period

2024-07-01 to 2025-06-30

CHICAGO JAZZ PHILHARMONIC, founded in 2004, is a small nonprofit that reported $903K in total revenue in fiscal year 2018. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $833K left a modest 8% surplus.

Mission

To present high quality arts programming and musical performances that will educate, enrich and improve the quality of life for the diverse Chicago cultural communities and beyond.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $926,929

Program Service Revenue $121,512

Investment Income $45

Other Revenue $0

TOTAL REVENUE $1,048,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,502

Fundraising Expenses $39,872

Program Expenses $782,388

Other Expenses $563,662

TOTAL EXPENSES $925,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,048,486	$485,874	+1.2%
Expenses	$925,164	$679,834	+0.4%
Net Income	$123,322	$-193,960	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$117,308

Total Directors

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura Rice	Executive Dir.	40.00	Officer	$62,308	$0	$62,308
Orbert Davis	Artistic Dir.	40.00	Officer Director	$55,000	$0	$55,000
Lesley Picchietti	Chair	1.00	Officer Director	$0	$0	$0
Mark Moultrie	Vice Chair	1.00	Officer Director	$0	$0	$0
Pablo Sampaio	Treasurer	1.00	Officer Director	$0	$0	$0
Andy Chidester	Secretary	1.00	Officer Director	$0	$0	$0
Michael Hora	Director	1.00	Director	$0	$0	$0
Mark Ingram	Director	1.00	Director	$0	$0	$0
Broderick Lewis	Director	1.00	Director	$0	$0	$0
Richard Parrott IV	Director	1.00	Director	$0	$0	$0
Jasmine Primm	Director	1.00	Director	$0	$0	$0
Beth Saunders	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,048,486	$925,164	$756,684	$123,322
2024	$485,874	$679,834	$664,191	$-193,960
2023	$728,525	$919,397	$945,610	$-190,872
2022	$1,326,563	$708,335	$1,186,400	$618,228
2021	$594,686	$499,702	$698,105	$94,984
2020	$620,081	$690,628	$611,788	$-70,547
2019	$902,679	$832,964	$679,103	$69,715

Chicago Jazz Philharmonic