THE VAIL JAZZ FOUNDATION INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ANNELIESE SWIFT

Phone

9704796146

Tax Period

2024-01-01 to 2024-12-31

THE VAIL JAZZ FOUNDATION INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $706K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $866K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PERPETUATE JAZZ MUSIC THROUGH THE PRESENTATION OF JAZZ PERFORMANCES AND EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $361,238 Revenue: $110,673

THE VAIL JAZZ FESTIVAL FEATURES A JAM-PACKED LINEUP WITH SEVERAL HEADLINERS THAT JOIN TOGETHER TO PLAY IN GROUP PERFORMANCES, MULTI-ARTIST JAM SESSIONS, AND INSPIRING MULTIMEDIA TRIBUTES TO JAZZ...

THE VAIL JAZZ FESTIVAL FEATURES A JAM-PACKED LINEUP WITH SEVERAL HEADLINERS THAT JOIN TOGETHER TO PLAY IN GROUP PERFORMANCES, MULTI-ARTIST JAM SESSIONS, AND INSPIRING MULTIMEDIA TRIBUTES TO JAZZ LEGENDS. LOCATED AT THE MANOR VAIL LODGE, FACING VAIL MOUNTAIN, THE VAIL JAZZ FESTIVAL HAS CEMENTED ITS REPUTATION AS THE PREMIER LABOR DAY WEEKEND EVENT.

Program 2

Expenses: $51,440 Revenue: $34,832

THE VAIL JAZZ WORKSHOP IS AMONG PRE-COLLEGE MUSICIANS' MOST COVETED MUSIC SCHOLARSHIPS. EACH YEAR, A DOZEN OF NORTH AMERICA'S MOST DEDICATED, GIFTED, AND PROMISING YOUNG JAZZ MUSICIANS ARE CHOSEN...

THE VAIL JAZZ WORKSHOP IS AMONG PRE-COLLEGE MUSICIANS' MOST COVETED MUSIC SCHOLARSHIPS. EACH YEAR, A DOZEN OF NORTH AMERICA'S MOST DEDICATED, GIFTED, AND PROMISING YOUNG JAZZ MUSICIANS ARE CHOSEN FROM A BROAD FIELD OF TALENTED APPLICANTS TO PARTICIPATE IN THE 9-DAY VAIL JAZZ WORKSHOP IN VAIL, COLORADO. IN CONJUNCTION WITH THE VAIL JAZZ FESTIVAL, THIS HIGHLY- REGARDED SUMMER PROGRAM ENTERS ITS 30TH YEAR, MENTORING OVER 300 HIGH SCHOOL-AGED MUSICIANS SINCE ITS INCEPTION. THE VJ WORKSHOP PROVIDES A UNIQUE LEARNING ENVIRONMENT FOR STUDENT MUSICIANS.

Program 3

Expenses: $43,107

VAIL JAZZ GOES TO SCHOOL: VAIL JAZZ GOES TO SCHOOL HAS BROUGHT JAZZ EDUCATION TO 4TH AND 5TH GRADERS ACROSS EAGLE COUNTY FOR THE PAST 29 YEARS. TAUGHT BY TOP JAZZ MUSICIANS AND EDUCATORS IN THE VAIL VALLEY, THE PROGRAM IS ANCHORED IN THE IDEA THAT MEMORIES ARE MADE BY EMBRACING THE ENERGY OF IN-PERSON PERFORMANCE: LIVING IN THAT MOMENT, ENVIRONMENT, AND ATMOSPHERE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $534,592

Program Service Revenue $145,505

Investment Income $14,319

Other Revenue $11,494

TOTAL REVENUE $705,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $268,327

Fundraising Expenses $90,008

Program Expenses $455,785

Other Expenses $597,812

TOTAL EXPENSES $866,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$705,910	$1,030,115	-0.3%
Expenses	$866,139	$1,651,862	-0.5%
Net Income	$-160,229	$-621,747	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$98,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNELIESE SWIFT	INCOMING EXE	N/A	Officer	$0	$0	$0
STEVE POPE	EXECUTIVE DI	40.00	Officer	$98,500	$0	$98,500
ROBIN DEIGHAN	PRESIDENT	15.00	Officer Director	$0	$0	$0
PETE BRILL	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS ROWBERRY	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN CLAYTON JR	DIRECTOR	5.00	Director	$0	$0	$0
CATHERINE A STONE	DIRECTOR	5.00	Director	$0	$0	$0
FRED W FRAILEY	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	$705,910	$866,139	$337,622	$-160,229
2023	$1,030,115	$1,651,862	$459,524	$-621,747
2022	$1,609,797	$1,214,332	$1,075,661	$395,465
2022	$137,996	$129,482	$1,090,536	$8,514
2021	$1,276,123	$979,847	$1,001,642	$296,276