THE FOUNDATION FOR SFJAZZ (EIN 453268077) - 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

2011

Legal Domicile

Principal Officer

GABRIELLE ARMAND

Phone

4159071986

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION FOR SFJAZZ, founded in 2011, is a small nonprofit in the Education sector that reported $621K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 77% operating deficit.

Mission

TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA.

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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 $0

Program Service Revenue $0

Investment Income $620,660

Other Revenue $0

TOTAL REVENUE $620,660

Expense Breakdown

Grants Paid $1,036,641

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,036,641

Other Expenses $59,889

TOTAL EXPENSES $1,096,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$620,660	$925,895	-0.3%
Expenses	$1,096,530	$879,531	+0.2%
Net Income	$-475,870	$46,364	-11.3%

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

$422,489

Total Directors

$422,489

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN ROBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG STERN	CEO (THRU 12/31/24)	1.00	Officer Director	$0	$92	$422,489

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	$620,660	$1,096,530	$26,632,897	$-475,870
2024	$925,895	$879,531	$25,248,739	$46,364
2023	$4,484,866	$183,181	$22,881,526	$4,301,685
2022	$1,060,488	$859,059	$20,794,446	$201,429
2021	$886,896	$890,305	$24,996,015	$-3,409
2020	$642,490	$914,015	$20,931,779	$-271,525
2019	$573,968	$30,637,487	$20,565,345	$-30,063,519

THE FOUNDATION FOR SFJAZZ