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 Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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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

San Jose Jazz's mission is to enrich the community through jazz education and performance.

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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%)

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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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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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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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