Jazz in the Woods Inc (EIN 204458135) - 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

2006

Legal Domicile

Tax Period

2019-10-01 to 2020-09-30

Jazz in the Woods Inc, founded in 2006, is a micro nonprofit that reported $19K in total revenue in fiscal year 2019. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $39K exceeded revenue, resulting in a 107% operating deficit.

Mission

To raise funds for local charities

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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 (2019)

Revenue Breakdown

Contributions & Grants $5,025

Program Service Revenue $0

Investment Income $0

Other Revenue $13,732

TOTAL REVENUE $18,757

Expense Breakdown

Grants Paid $35,431

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,431

Other Expenses $3,375

TOTAL EXPENSES $38,806

Year-over-Year Comparison

	2019	2018	Change
Revenue	$18,757	$40,310	-0.5%
Expenses	$38,806	$50,311	-0.2%
Net Income	$-20,049	$-10,001	+1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pete Belk	President	2.00	Officer Director	$0	$0	$0
Craig Serig	Vice President	1.00	Officer Director	$0	$0	$0
Ed Gilmore	Secretary	2.00	Officer Director	$0	$0	$0
Eric Jacobson	Treasurer	3.00	Officer Director	$0	$0	$0
Colin Vaughn	Director	1.00	Director	$0	$0	$0
Heather Goodman	Director	1.00	Director	$0	$0	$0
Sherri Hines	Director	1.00	Director	$0	$0	$0
Dan Craig	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
2020	$18,757	$38,806	No data	$-20,049
2019	$40,310	$50,311	$20,049	$-10,001

Jazz in the Woods Inc