Uptown Jazz Orchestra Inc (EIN 845048600) - 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

Phone

5047826466

Tax Period

2024-01-01 to 2024-12-31

Uptown Jazz Orchestra Inc is a small nonprofit in the Arts, Culture & Humanities sector that reported $655K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $616K left a modest 6% surplus.

Mission

The mission of the Uptown Jazz Orchestra is to grow the audience of the listening public through live and broadcast performances. UJO is also committed to educating young people about the great history and legacy of jazz artists and training young musicians about important musical traditions, customs and practices.

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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 $90,980

Program Service Revenue $563,958

Investment Income $47

Other Revenue $0

TOTAL REVENUE $654,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $616,328

Other Expenses $616,328

TOTAL EXPENSES $616,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$654,985	$365,150	+0.8%
Expenses	$616,328	$394,245	+0.6%
Net Income	$38,657	$-29,095	-2.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
John Gray	Executive Dir.	Director	$0	$0	$0
Paul Fisher	Vice President	Director	$0	$0	$0
Gina Monette	Member	Director	$0	$0	$0
Morgan Stewart	Secretary	Director	$0	$0	$0
Branford Marsalis	Board Member	Director	$0	$0	$0
Dr Michael White	Board Member	Director	$0	$0	$0
Terrance Taplain	President	Officer	$0	$0	$0
Robert Stickney	Treasurer	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
2024	$654,985	$616,328	$19,856	$38,657
2023	$365,150	$394,245	$4,583	$-29,095
2022	$436,137	$431,420	$10,294	$4,717

Uptown Jazz Orchestra Inc