MILWAUKEE JAZZ INSTITUTE INC

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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

2020

Legal Domicile

Principal Officer

ERIN DAVIS

Phone

4142345565

Tax Period

2025-01-01 to 2025-12-31

MILWAUKEE JAZZ INSTITUTE INC, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $277K in total revenue in fiscal year 2025. Expenses of $268K left a modest 3% surplus.

Mission

PROVIDE JAZZ OPPORTUNITIES

Program Service Accomplishments

Program 1

Expenses: $178,977 Revenue: $99,834

PROVIDE JAZZ OPPORTUNITIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $177,227

Program Service Revenue $99,834

Investment Income $68

Other Revenue $0

TOTAL REVENUE $277,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,800

Fundraising Expenses $6,180

Program Expenses $178,977

Other Expenses $206,011

TOTAL EXPENSES $267,811

Year-over-Year Comparison

	2025	2024	Change
Revenue	$277,129	$288,509	0.0%
Expenses	$267,811	$231,439	+0.2%
Net Income	$9,318	$57,070	-0.8%

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

N/A

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

$61,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN DAVIS	Executive Dir.	32.00	Director	$61,800	$0	$61,800
SAM BELTON	Director	0.00	Director	$0	$0	$0
CARL BROWN	Director	0.00	Director	$0	$0	$0
CHRIS CRAIN	Director	0.00	Director	$0	$0	$0
BRIAN LYNCH	Director	0.00	Director	$0	$0	$0
CRAIG MASTANTUONO	Director	0.00	Director	$0	$0	$0
STEVE TILTON	Director	0.00	Director	$0	$0	$0
MARK DAVIS	ARTISTIC DIRECT	0.00	Director	$0	$0	$0
GREG MARCUS	President	0.00	Officer	$0	$0	$0
WILLIAM BONIFAS	Treasurer	0.00	Officer	$0	$0	$0
LYNN LUCIUS	Secretary	0.00	Officer	$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	$277,129	$267,811	$167,271	$9,318
2024	$288,509	$231,439	$156,710	$57,070
2023	$240,538	$234,611	$98,339	$5,927
2022	$240,279	$187,447	$92,412	$52,832