Jazz of Yuma Inc (EIN 201738002) - 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

2005

Legal Domicile

Principal Officer

Shiloh Williams

Phone

9283296858

Tax Period

2023-08-01 to 2024-07-31

Jazz of Yuma Inc, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $228K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. Expenses of $210K left a modest 8% surplus.

Mission

Jazz of Yuma is committed to providing opportunities for dancers to develop their talents to their fullest potential, which will benefit themselves, their families and the Yuma community.

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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 (2023)

Revenue Breakdown

Contributions & Grants $14,617

Program Service Revenue $169,914

Investment Income $37

Other Revenue $43,187

TOTAL REVENUE $227,755

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,156

Fundraising Expenses $0

Program Expenses $192,544

Other Expenses $166,148

TOTAL EXPENSES $210,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,755	$105,831	+1.2%
Expenses	$210,304	$84,011	+1.5%
Net Income	$17,451	$21,820	-0.2%

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

N/A

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

$14,556

Total Directors

$4,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
K Dawn Atherton	Executive Director	15.00		$25,200	$0	$25,200
Maria Raymond	Vice President	10.00	Officer	$12,500	$0	$12,500
Kerri Dornstadter	Director	5.00	Director	$4,400	$0	$4,400
Mackenzie Browning	Secretary	5.00	Officer	$2,056	$0	$2,056
Debbie Nidiffer	Director	1.00	Director	$0	$0	$0
Jordan Ferrer	Director	1.00	Director	$0	$0	$0
Sandie Heckert	Director	1.00	Director	$0	$0	$0
Chris Rico	Director	1.00	Director	$0	$0	$0
Hector Gonzalez	Director	1.00	Director	$0	$0	$0
Kari Moustaf	Director	1.00	Director	$0	$0	$0
Shiloh Williams	President	5.00	Officer	$0	$0	$0
Chad Jones	Treasurer	5.00	Officer	$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
2024	$227,755	$210,304	$111,824	$17,451

Jazz of Yuma Inc