Sun Valley Jazz Jamboree (EIN 262765216) - 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

2009

Legal Domicile

Principal Officer

Jeff Loehr

Phone

8774785277

Tax Period

2024-01-01 to 2024-12-31

Sun Valley Jazz Jamboree, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $271K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

Presentation of community music festival featuring a variety of jazz artists and styles.

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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 $111,911

Program Service Revenue $159,260

Investment Income $16

Other Revenue $0

TOTAL REVENUE $271,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,186

Fundraising Expenses $141

Program Expenses $144,026

Other Expenses $195,478

TOTAL EXPENSES $264,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,187	$411,939	-0.3%
Expenses	$264,664	$405,196	-0.3%
Net Income	$6,523	$6,743	0.0%

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

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

$56,855

Total Directors

$64,755

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Loehr	President	40.00	Officer Director	$28,100	$0	$28,100
Shannon Gross	Treasurer	5.00	Officer Director	$14,659	$0	$14,659
Carol Loehr	Secretary	20.00	Officer Director	$14,096	$0	$14,096
Daniel Friesen	Director	2.00	Director	$7,900	$0	$7,900

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	$271,187	$264,664	$112,374	$6,523
2023	$411,939	$405,196	$119,580	$6,743
2022	$268,275	$474,904	$109,228	$-206,629
2021	$376,571	$166,153	$248,884	$210,418

Sun Valley Jazz Jamboree