Willamette Jazz Society (EIN 753020474) - 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

Legal Domicile

Principal Officer

Steve Owen

Phone

4582051030

Tax Period

2023-01-01 to 2023-12-31

Willamette Jazz Society is a small nonprofit in the Arts, Culture & Humanities sector that reported $424K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 41% operating margin.

Mission

To foster a local vibrant jazz scene through concerts and educational programs that encourage our community to love, study and perform live jazz.

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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 (2023)

Revenue Breakdown

Contributions & Grants $232,687

Program Service Revenue $132,774

Investment Income $22,051

Other Revenue $36,173

TOTAL REVENUE $423,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,170

Fundraising Expenses $7,291

Program Expenses $185,919

Other Expenses $171,926

TOTAL EXPENSES $249,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,685	$245,628	+0.7%
Expenses	$249,096	$184,476	+0.4%
Net Income	$174,589	$61,152	+1.9%

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

$33,061

Total Directors

$33,061

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Monica Piper	Executive Dir.	24.00	Officer Director	$33,061	$0	$33,061
John Heller	President	10.00	Officer Director	$0	$0	$0
Scott FitzGibbon	Vice President	15.00	Officer Director	$0	$0	$0
Jim Olsen	Secretary	2.00	Director	$0	$0	$0
Randall McGowen	Director	7.00	Director	$0	$0	$0
Erika Mittge	Director	3.00	Director	$0	$0	$0
Patty Sage	Director	7.00	Director	$0	$0	$0
Don Elkington	Director	18.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$423,685	$249,096	$507,361	$174,589
2022	$245,628	$184,476	$334,562	$61,152
2021	$223,292	$95,603	$271,614	$127,689

Willamette Jazz Society