Kuumbwa Jazz Society (EIN 510159252) - 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

1975

Legal Domicile

Principal Officer

Tim Jackson

Phone

8314272227

Tax Period

2024-01-01 to 2024-12-31

Kuumbwa Jazz Society, founded in 1975, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $2.0M left a modest 5% surplus.

Mission

To provide opportunities in the Santa Cruz area and to enjoy and appreciate the full spectrum of jazz music through live performance and education. We present extraordinary regional, national and international musicians and provide educational programs for all ages.

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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 $836,611

Program Service Revenue $778,333

Investment Income $187,866

Other Revenue $339,836

TOTAL REVENUE $2,142,646

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $896,049

Fundraising Expenses $94,783

Program Expenses $1,489,736

Other Expenses $1,131,017

TOTAL EXPENSES $2,028,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,142,646	$2,011,390	+0.1%
Expenses	$2,028,566	$1,779,040	+0.1%
Net Income	$114,080	$232,350	-0.5%

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

$326,739

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Jackson	Secretary	30.00	Officer	$100,769	$11,775	$112,544
Chanel Enriquez	Executive Dir.	40.00	Officer	$99,423	$8,242	$107,665
Bennett Jackson	Creative Dir.	30.00	Officer	$97,623	$8,907	$106,530
Jon Minsloff	President	2.00	Officer Director	$0	$0	$0
Geo Ales	Trustee	2.00	Director	$0	$0	$0
Summer Red	Trustee	2.00	Director	$0	$0	$0
Tom Thacher	Trustee	2.00	Director	$0	$0	$0
Debra Williams	Vice President	2.00	Officer Director	$0	$0	$0
Will O'Sullivan	Trustee	2.00	Director	$0	$0	$0
Barbara Choi	Trustee	2.00	Director	$0	$0	$0
Julie Thiebaut	Trustee	2.00	Director	$0	$0	$0
Roy Martinez	Trustee	2.00	Director	$0	$0	$0
Janet Berry	Trustee	2.00	Director	$0	$0	$0
Deidre Hamilton	Trustee	2.00	Director	$0	$0	$0
Irena Polic	Trustee	2.00	Director	$0	$0	$0
Michael Alexander MD	Trustee	2.00	Director	$0	$0	$0
David Doolin	Treasurer	2.00	Officer Director	$0	$0	$0
Mark Rigler	Trustee	2.00	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
2024	$2,142,646	$2,028,566	$3,727,851	$114,080
2023	$2,011,390	$1,779,040	$3,810,492	$232,350
2022	$2,232,888	$1,698,546	$3,577,579	$534,342
2021	$1,676,350	$1,233,827	$2,565,296	$442,523
2020	$1,424,432	$1,090,186	$1,877,432	$334,246
2019	$1,620,129	$1,710,784	$1,454,635	$-90,655
2018	$1,662,222	$1,725,682	$1,332,813	$-63,460

Kuumbwa Jazz Society