JAZZARTS CHARLOTTE

EIN: 271728470 501(c)(3) Arts, Culture & Humanities

Charlotte, NC

Total Revenue
$1,197,108
Total Expenses
$1,205,561
Total Assets
$302,151
Net Assets
$180,413
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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
NC
Principal Officer
Lonnie Davis
Phone
7043343900
Tax Period
2024-07-01 to 2025-06-30

JAZZARTS CHARLOTTE, founded in 2010, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

JazzArts Charlotte's (JazzArts) mission is connecting the cultural community and developing an audience for jazz through quality education, performance and musician support. JazzArts' vision is to be a catalyst for cultural enrichment and music education that brings creative inspiration to the lives of the citizens of the Charlotte region.

Program Service Accomplishments

Program 1
Expenses: $469,071 Revenue: $393,848

The JAZZ ROOM: JazzArts Charlotte is proud to present Charlotte's most popular monthly jazz concert series. The JAZZ ROOM, located in the heart of uptown Charlotte, provides a casual and intimate...

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The JAZZ ROOM: JazzArts Charlotte is proud to present Charlotte's most popular monthly jazz concert series. The JAZZ ROOM, located in the heart of uptown Charlotte, provides a casual and intimate setting with tables and a full bar, reminiscent of the classic jazz rooms of yesteryear. Each month The JAZZ ROOM welcomes one of the most diverse audiences in the Queen City, presenting live jazz performances from the finest local, regional, and nationally renowned artists. From re-imagined early jazz tributes and classic swing to modern and contemporary soulful sounds, these creatively curated programs include something for every musical palate.

Program 2
Expenses: $222,522 Revenue: $267,333

JazzArts Academy: We believe in the power of music education and its ability to impact lives. The JazzArts Academy offers a wide range of programs facilitated by our expert teaching artists, designed...

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JazzArts Academy: We believe in the power of music education and its ability to impact lives. The JazzArts Academy offers a wide range of programs facilitated by our expert teaching artists, designed to engage students of all ages, abilities, and interests. Since 2011, the JazzArts Academy has reached over 50,000 students, grades K-12 throughout the Charlotte region. The JazzArts Academy include Youth Ensembles + Workshops, Summer Music Camp, Nuestro Tiempo Latin Jazz, and Jazz in Schools.

Program 3
Expenses: $10,970 Revenue: $13,620

Musician Support: We are connected to over 100 local musicians in the Charlotte region offering opportunities through our own performances and classes, and helping identify musicians for other local...

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Musician Support: We are connected to over 100 local musicians in the Charlotte region offering opportunities through our own performances and classes, and helping identify musicians for other local performance opportunities.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $763,473
Program Service Revenue $433,635
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,197,108

Expense Breakdown

Grants Paid $0
Salaries & Benefits $415,831
Fundraising Expenses $138,396
Program Expenses $702,563
Other Expenses $789,730
TOTAL EXPENSES $1,205,561

Year-over-Year Comparison

2024 2023 Change
Revenue $1,197,108 $998,080 +0.2%
Expenses $1,205,561 $1,116,197 +0.1%
Net Income $-8,453 $-118,117 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
6
Volunteers
12

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
1
$96,000
Total Directors
16
$0
Key Employees
2
$108,400
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lonnie Davis President and CEO 45
Officer Key Emp
$96,000 $0 $96,000
Ronald Baldwin CFO/COO 40
Key Emp
$12,400 $0 $12,400
Karen S Bernhardt Chair 3
Director
$0 $0 $0
Jerri Kallam Immediate Past Chair 2
Director
$0 $0 $0
Bill Abt Treasurer 2
Director
$0 $0 $0
Betsy Grant-Kaperonis Secretary 2
Director
$0 $0 $0
Christopher Curtin Board Member 1
Director
$0 $0 $0
Joycelyn Eason Board Member and Counsel 1
Director
$0 $0 $0
Kevin Patterson Board Member 1
Director
$0 $0 $0
Anil Patel Board Member 1
Director
$0 $0 $0
Vincent Luciani Board Member 1
Director
$0 $0 $0
Joseph Smith III Board Member 1
Director
$0 $0 $0
Lou Ramos Board Member 1
Director
$0 $0 $0
Michael Masci Board Member 1
Director
$0 $0 $0
Tim Christman Board Member 1
Director
$0 $0 $0
Sharon Rogillio Board Member 1
Director
$0 $0 $0
Nick Forest Board Member 1
Director
$0 $0 $0
Kelsey Rector Board Member 1
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 $1,197,108 $1,205,561 $302,151 $-8,453
2024 $998,080 $1,116,197 $471,431 $-118,117
2023 $1,244,246 $1,181,131 $709,089 $63,115
2022 $885,033 $753,840 $599,650 $131,193
2021 $453,450 $338,402 $582,316 $115,048
2020 $498,179 $464,082 $100,835 $34,097
2018 $447,200 $473,117 $50,254 $-25,917
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