JAZZ IN ARIZONA INC (EIN 860331150) - 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

1977

Legal Domicile

Principal Officer

GEORGE JACKSON JR

Phone

6027950464

Tax Period

2024-07-01 to 2025-06-30

JAZZ IN ARIZONA INC, founded in 1977, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

SUPPORTS JAZZ THROUGH PERFORMANCES, EDUCATIONAL PROGRAMS, AND BUILDING A JAZZ COMMUNITY.

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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 $1,181,228

Program Service Revenue $610,688

Investment Income $12,225

Other Revenue $162,213

TOTAL REVENUE $1,966,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $586,447

Fundraising Expenses $180,166

Program Expenses $1,539,089

Other Expenses $1,343,732

TOTAL EXPENSES $1,949,929

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,966,354	$2,798,853	-0.3%
Expenses	$1,949,929	$1,639,752	+0.2%
Net Income	$16,425	$1,159,101	-1.0%

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

$174,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERBERT ELY	DIRECTOR	3.00	Director	$0	$0	$0
JOSEPH BERG	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER HOWARD	DIRECTOR	3.00	Director	$0	$0	$0
TOM KELLY	DIRECTOR	3.00	Director	$0	$0	$0
RICK NAIMARK	DIRECTOR	3.00	Director	$0	$0	$0
GERALD SHELLEY	DIRECTOR	3.00	Director	$0	$0	$0
STUART SIEFER	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD YARBOUGH	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN DWYER	TREASURER	3.00	Officer Director	$0	$0	$0
LORENE ELY	SECRETARY	3.00	Officer Director	$0	$0	$0
JEFF LIBMAN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
GEORGE JACKSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOEL GOLDENTHAL	EXECUTIVE DIRECTOR (END 4/30/25)	40.00	Officer	$85,000	$4,800	$89,800
STEVE MAUN	MANAGING DIRECTOR	40.00	Officer	$85,000	$0	$85,000

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	$1,966,354	$1,949,929	$6,392,271	$16,425
2024	$2,798,853	$1,639,752	$4,459,811	$1,159,101
2023	$1,072,369	$1,341,635	$1,410,265	$-269,266
2022	$1,571,391	$1,053,740	$1,296,847	$517,651
2021	$914,299	$653,918	$893,730	$260,381
2020	$997,464	$800,852	$475,494	$196,612
2019	$808,141	$810,335	$187,286	$-2,194
2018	$743,807	$676,004	$178,126	$67,803

JAZZ IN ARIZONA INC