Brubeck Living Legacy Inc (EIN 834365041) - 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

2019

Legal Domicile

Principal Officer

Richard S Jeweler

Phone

6175306900

Tax Period

2023-01-01 to 2023-12-31

Brubeck Living Legacy Inc, founded in 2019, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $31K in total revenue in fiscal year 2023. Revenue surged 9669% from the prior year, signaling strong growth momentum. Expenses of $56K exceeded revenue, resulting in a 81% operating deficit.

Mission

Promote awareness and appreciation of jazz and its role in American and international culture, society, and social justice.

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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 $575

Program Service Revenue $0

Investment Income $30,295

Other Revenue $0

TOTAL REVENUE $30,870

Expense Breakdown

Grants Paid $15,868

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,868

Other Expenses $39,957

TOTAL EXPENSES $55,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,870	$316	+96.7%
Expenses	$55,825	$23,973	+1.3%
Net Income	$-24,955	$-23,657	+0.1%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Darius Brubeck	President	1.00	Officer Director	$0	$0	$0
Theresa M Brubeck	Secretary	1.00	Officer Director	$0	$0	$0
Richard S Jeweler	Treasurer	1.00	Officer Director	$0	$0	$0
Catherine AR Brubeck	Director	1.00	Director	$0	$0	$0
Christopher W Brubeck	Director	1.00	Director	$0	$0	$0
Daniel P Brubeck	director	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
2024	No data	No data	No data	No data
2023	$30,870	$55,825	$1,963,891	$-24,955
2022	$316	$23,973	$1,847,609	$-23,657
2021	$1,973,274	$33,412	$1,871,096	$1,939,862

Brubeck Living Legacy Inc