San Jose Jazz

EIN: 770140627 501(c)(3)

San Jose, CA

Total Revenue
$3,296,622
Total Expenses
$3,047,042
Total Assets
$2,626,752
Net Assets
$2,508,511
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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
CA
Principal Officer
Brendan Rawson
Phone
4082887557
Tax Period
2024-04-01 to 2025-03-31

San Jose Jazz, founded in 1986, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Expenses of $3.0M left a modest 8% surplus.

Mission

The purpose of the Organization is to enrich the community through music education and performance. San Jose Jazz is an innovative educational organization whose commitment to education and the community goes back over thirty years.

Program Service Accomplishments

Program 1
Expenses: $1,758,075 Revenue: $1,983,096

FestivalThe San Jose Jazz Summer Fest is one of the leading urban music festivals in the nation. It draws in excess of 40,000 diverse attendees annually and features legendary Jazz, Blues, and Salsa...

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FestivalThe San Jose Jazz Summer Fest is one of the leading urban music festivals in the nation. It draws in excess of 40,000 diverse attendees annually and features legendary Jazz, Blues, and Salsa, Latin Jazz artists while providing performance opportunities for emerging and local musicians. With over 90 performances and events over 3 days, Summer Fest celebrates the diversity of jazz, America's great contribution to global culture, with a wide variety of music and performing arts disciplines, all with an international flair reflective of the Silicon Valley community. Attracting visitors from all over California, the U.S. and internationally, the festival promotes San Jose as an essential arts, cultural and entertainment destination in Silicon Valley.Summer Fest's primary goals are:1. To bring people together through music, arts and culture in an affordable format that is accessible for all.2. To provide performance opportunities for emerging and local musicians (enabling artists to be exposed to audiences who enjoy discovering new musicians and great music.)3. To continue being widely known as one of the leading jazz/live music festivals in the United States.Mission: Summer Fest exemplifies SJZ's mission as it promotes jazz through performance and education. Summer Fest explores and celebrates the musical and cultural heritage of San Jose's rich diverse community. Modest admission prices and free performances ensures accessibility for everyone to attend the festival.

Program 2
Expenses: $541,201 Revenue: $262,568

Youth DevelopmentSan Jose Jazz Education Programs Progressions is San Jose Jazz's year-round in-school youth development program that uses music to connect with low-income, at-risk students...

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Youth DevelopmentSan Jose Jazz Education Programs Progressions is San Jose Jazz's year-round in-school youth development program that uses music to connect with low-income, at-risk students, challenges them with a rigorous music education program, and helps them to build a pro-social community. The program focuses on helping to keep participants in school, out of gangs, and on the road to becoming better students and contributing citizens. Progressions is taught by professional musicians/educators/mentors who teach students to read music, master instruments, and collaborate in ensembles, bands, and choirs which help them: develop as individuals, learn to set and achieve goals, and understand what it takes to succeed in life and in the classroom. In addition to music instruction the program provides homework support, nutrition (a supper meal), mentorship, and recreation opportunities. Summer Jazz Camp (100-130 students) propels student-musicians forward as musicians and individuals. The two-week camp enables young students to work closely with professional Jazz musicians to help them achieve a greater mastery of performance and improvisation techniques while advancing their knowledge of music theory, arranging, composition, performance, and Jazz history. San Jose Jazz High School All Stars big band program provides motivated, young jazz musicians in the South Bay region with an advanced opportunity to grow and develop as musicians and young adults. Participation is accomplished through a competitive audition process.

Program 3
Expenses: $396,186 Revenue: $36,698

Concert SeriesSan Jose Jazz's first venue, the SJZ Break room provides a unique and intimate way to experience live music. With a capacity of just 100, almost every seat is within 30 feet of the...

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Concert SeriesSan Jose Jazz's first venue, the SJZ Break room provides a unique and intimate way to experience live music. With a capacity of just 100, almost every seat is within 30 feet of the action. With the performers on the same level as the audience, each show has the intimate feel of a private concert. The SJZ Break Room is a unique setting for live music, shaped by the evolution of audience habits and technology. As you arrive, youll recognize the bold new aqua entrance vestibule painted by San Jose artist Ben Henderson to reference the venues symbolic water cooler icon. Inside, professional theatrical lighting and audio turns an office-by-day space into a hip, bar-appointed club space-by night with video projection mapping behind the performance stage area, and a welcoming jazz club seating arrangement for patrons. Most performances are live streamed, with the live feed also projected onto a towering bank of windows for an immersive experience not found anywhere else.The SJZ New Works Festival, April May, feature nine nights of live and streamed performances by some of the most exciting artists in jazz, blues, R&B, soul and electronic music in the SF Bay Area and New York. The festival is an outgrowth of SJZs Jazz Aid Fund initiative, which provided grants individually to 33 artists, each to produce a new work. A direct response to the Coronavirus pandemic, these grants provided immediate funds to these musicians, who had been largely excluded from regional and national aid efforts. The works submitted have proven to be extraordinary, and weve chosen 10 artists to present 45-minute segments available to create great evenings of music . The Fest also includes a free International Jazz Day live stream on April 30. These concerts will be captured in the SJZ Break Room, a popup video recording studio and venue that SJZ has developed in its ground floor offices at first and San Carlos in San Joses SoFA District. The technology of the space is first-class with marvelous sound, lighting and video, and all the action is projection-mapped to a 35' X 14' bank of windows, providing the show free to the public and enlivening downtown street life.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $936,812
Program Service Revenue $2,282,362
Investment Income $67,642
Other Revenue $9,806
TOTAL REVENUE $3,296,622

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,209,973
Fundraising Expenses $128,704
Program Expenses $2,695,462
Other Expenses $1,837,069
TOTAL EXPENSES $3,047,042

Year-over-Year Comparison

2024 2023 Change
Revenue $3,296,622 $3,355,358 0.0%
Expenses $3,047,042 $3,201,563 0.0%
Net Income $249,580 $153,795 +0.6%
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
18
Independent Members
18
Employees
153
Volunteers
400

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
5
$162,660
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brendan Rawson Executive Dir. 40.00
Officer
$150,000 $12,660 $162,660
Julie Ramirez Chair 2.00
Officer Director
$0 $0 $0
Tony Alexander Vice-Chair 1.00
Officer Director
$0 $0 $0
Mike Warner CFO 1.00
Officer Director
$0 $0 $0
Dan Shafer Secretary 1.00
Officer Director
$0 $0 $0
Shawneequa Badger BOARD MEMBER 1.00
Director
$0 $0 $0
Michael Baldwin BOARD MEMBER 1.00
Director
$0 $0 $0
Jean Cohen BOARD MEMBER 1.00
Director
$0 $0 $0
Bob Escobar BOARD MEMBER 1.00
Director
$0 $0 $0
Curtis Jacobson BOARD MEMBER 1.00
Director
$0 $0 $0
Tony Lindsay BOARD MEMBER 1.00
Director
$0 $0 $0
Raul Peralez BOARD MEMBER 1.00
Director
$0 $0 $0
Christina Ramos BOARD MEMBER 1.00
Director
$0 $0 $0
Chris Sulek BOARD MEMBER 1.00
Director
$0 $0 $0
Erica Warren BOARD MEMBER 1.00
Director
$0 $0 $0
Maria West BOARD MEMBER 1.00
Director
$0 $0 $0
James A Williams BOARD MEMBER 1.00
Director
$0 $0 $0
Joel Wyrick BOARD MEMBER 1.00
Director
$0 $0 $0
Chris Esparza BOARD MEMBER 1.00
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 $3,296,622 $3,047,042 $2,626,752 $249,580
2024 $3,355,358 $3,201,563 $2,589,174 $153,795
2023 $3,134,188 $3,168,998 $2,107,634 $-34,810
2023 $3,213,517 $3,168,998 $2,186,963 $44,519
2022 $3,379,944 $2,329,304 $2,593,807 $1,050,640
2021 $1,078,416 $1,112,035 $1,378,011 $-33,619
2020 $3,065,352 $2,879,262 $1,149,489 $186,090
2019 $2,796,184 $2,579,038 $1,100,568 $217,146
2018 $2,467,984 $2,293,914 $805,773 $174,070
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