THE VAIL JAZZ FOUNDATION INC (EIN 841305072) - 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

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.

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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 (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

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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

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

THE VAIL JAZZ FOUNDATION INC