Greater Olympia Dixieland Jazz Society (EIN 911494983) - 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

1991

Legal Domicile

Principal Officer

Charlotte Dickison

Phone

3603522927

Tax Period

2018-08-01 to 2019-07-31

Greater Olympia Dixieland Jazz Society, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $193K in total revenue in fiscal year 2018. Revenue surged 2254% from the prior year, signaling strong growth momentum. Expenses of $184K left a modest 5% surplus.

Mission

Promote and Preserve traditinoal jazz and swing music in the United States. Dixieland Jazz an American Art Form live fesival open to the public. Scholarship program for youth interested the musical art form. Public Educ

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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 (2018)

Revenue Breakdown

Contributions & Grants $120,044

Program Service Revenue $73,429

Investment Income $1,774

Other Revenue $-2,295

TOTAL REVENUE $192,952

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,092

Other Expenses $183,943

TOTAL EXPENSES $183,943

Year-over-Year Comparison

	2018	2017	Change
Revenue	$192,952	$8,198	+22.5%
Expenses	$183,943	$28,230	+5.5%
Net Income	$9,009	$-20,032	-1.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charlotte Dickison	Secretary/Treasurer	030.00	Officer Director	$0	$0	$0
Pete Pease	President	010.00	Officer Director	$0	$0	$0
Walt Bowen	Director	002.00	Director	$0	$0	$0
Nancy Sachs	Director	002.00	Director	$0	$0	$0
Judy Ehresmann	Director	002.00	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
2019	$192,952	$183,943	$79,321	$9,009

Greater Olympia Dixieland Jazz Society