Willamette Jazz Society

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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.

Program Service Accomplishments

Program 1

Expenses: $152,253 Revenue: $111,221

Concert Venue: The Jazz Station currently serves as the only non-profit community jazz venue in the state of Oregon. Our club, a Eugene downtown mainstay offers over 600 musicians a connection to...

Concert Venue: The Jazz Station currently serves as the only non-profit community jazz venue in the state of Oregon. Our club, a Eugene downtown mainstay offers over 600 musicians a connection to over 8000 audience-goers every year through approximately 200 concerts a year.

Program 2

Expenses: $33,666 Revenue: $21,533

Community Educational Programs - 1. Jazz Station House Band Clinic provides the opportunity for students from all income levels and backgrounds in middle school and high school to connect with...

Community Educational Programs - 1. Jazz Station House Band Clinic provides the opportunity for students from all income levels and backgrounds in middle school and high school to connect with professional jazz musicians and educators in a safe and supportive in-school environment. 2. Jammin with the Pros expands the opportunities for all-age and community life-long learners who are interested in developing performance skills, meeting other musicians and receiving instruction to connect Wednesdays at an open jam. 3. Monday Night Big Band is a unique opportunity for local professional and amateur musicians to play together for community audience members once a month. 4. One-Set-Wednesdays affords budding musicians access to perform in front of a supportive audience in a real-life jazz venue environment, often for their very first time as leader of their own gig. 5. The 2nd Set Jam Sessions series is led by the U of O jazz faculty every other Wednesday. The goal of 2nd Set is to provide an opportunity for students at all levels, amateur musicians, professionals, and jazz enthusiasts in the area to come together, connect with the music, and have a great time. 6. Our annual holiday series celebrates the work of Duke Ellington and Billy Strayhorn, exposing Lane County audiences to this uniquely American reinterpretation of a European classic played by professional musicians an excellent opportunity for new and seasoned fans alike to enjoy and learn about American jazz at an accessible price.

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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