FOUNDATION TO ADVANCE JAZZ (EIN 811511864) - 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

2016

Legal Domicile

Principal Officer

PAUL GOLDSTEIN

Phone

3106307466

Tax Period

2023-01-01 to 2023-12-31

FOUNDATION TO ADVANCE JAZZ, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $489K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $416K left a modest 15% surplus.

Mission

WE IMPACT INDIVIDUALS AND COMMUNITIES IN SAN FRANCISCO AND BEYOND BY CHAMPIONING THE POWER OF JAZZ MUSIC WITH COMPELLING ORIGINAL CONTENT DELIVERED VIA INNOVATIVE INTERNET RADIO TECHNOLOGY.

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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 $370

Program Service Revenue $488,413

Investment Income $348

Other Revenue $0

TOTAL REVENUE $489,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,617

Fundraising Expenses $5,637

Program Expenses $343,762

Other Expenses $310,468

TOTAL EXPENSES $416,085

Year-over-Year Comparison

	2023	2022	Change
Revenue	$489,131	$429,810	+0.1%
Expenses	$416,085	$441,508	-0.1%
Net Income	$73,046	$-11,698	-7.2%

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

N/A

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

Total Directors

$98,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL GOLDSTEIN	EXECUTIVE DIRECTOR CHIEF CONTENT OFFCICER	70.00	Director	$98,000	$0	$98,000
ERIC ZIMMERMAN	SECRETARY	3.00	Director	$0	$0	$0
ADAM BERMAN	TREASURER	3.00	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	No data	No data	No data	No data
2023	$489,131	$416,085	$333,067	$73,046
2022	$429,810	$441,508	$260,574	$-11,698
2021	$470,254	$490,098	$277,339	$-19,844
2020	$405,248	$265,573	$302,348	$139,675
2019	$224,145	$212,217	$74,045	$11,928

FOUNDATION TO ADVANCE JAZZ