ROOSEVELT JAZZ BOOSTER CLUB

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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

1996

Legal Domicile

Principal Officer

KRISTEN GILBERTSON

Phone

2063100629

Tax Period

2023-09-01 to 2024-08-31

ROOSEVELT JAZZ BOOSTER CLUB, founded in 1996, is a small nonprofit in the Education sector that reported $198K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $222K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE ROOSEVELT JAZZ BAND BOOSTER CLUB IS ORGANIZED TO PROMOTE THE DEVELOPMENT OF THE ROOSEVELT HIGH SCHOOL JAZZ PROGRAMS BY PROVIDING FINANCIAL ASSISTANCE FOR JAZZ PROGRAM STUDENTS TO PARTICIPATE IN MUSICAL ACTIVITIES, BY PROMOTING STUDENTS' RECORDINGS AND PRODUCTIONS, AND ORGANIZES AND CONDUCTS FUND RAISING AND PERFORMANCE EVENTS.

Program Service Accomplishments

Program 1

Expenses: $214,321 Revenue: $12,698

THE ROOSEVELT JAZZ BAND BOOSTER CLUB PROMOTES THE DEVELOPMENT OF THE ROOSEVELT HIGH SCHOOL JAZZ PROGRAMS BY PROVIDING FINANCIAL ASSISTANCE FOR JAZZ PROGRAM STUDENTS TO PARTICIPATE IN MUSICAL...

THE ROOSEVELT JAZZ BAND BOOSTER CLUB PROMOTES THE DEVELOPMENT OF THE ROOSEVELT HIGH SCHOOL JAZZ PROGRAMS BY PROVIDING FINANCIAL ASSISTANCE FOR JAZZ PROGRAM STUDENTS TO PARTICIPATE IN MUSICAL ACTIVITIES, BY PROMOTING STUDENTS' RECORDINGS AND PRODUCTIONS, AND BY ORGANIZING AND CONDUCTING FUNDRAISING AND PERFORMANCE EVENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $119,956

Program Service Revenue $12,698

Investment Income $6

Other Revenue $65,262

TOTAL REVENUE $197,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,321

Other Expenses $222,200

TOTAL EXPENSES $222,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,922	$150,902	+0.3%
Expenses	$222,200	$218,623	+0.0%
Net Income	$-24,278	$-67,721	-0.6%

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

N/A

Volunteers

120

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
ERICA LERER	CHAIR	4.00	Director	$0	$0	$0
RACHAEL LEVY	VICE CHAIR	4.00	Director	$0	$0	$0
KATHLEEN MCGREGOR	Secretary	4.00	Officer Director	$0	$0	$0
LESLIE VIGIL	FUNDRAISE CHAIR	4.00	Director	$0	$0	$0
KRISTEN GILBERTSON	Treasurer	4.00	Officer 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
2025	No data	No data	No data	No data
2024	$197,922	$222,200	$107,292	$-24,278
2023	$150,902	$218,623	$131,570	$-67,721
2022	$98,631	$117,584	$199,291	$-18,953
2021	$67,841	$81,589	$218,244	$-13,748
2020	$138,613	$165,361	$231,992	$-26,748
2019	$207,879	$185,593	$258,740	$22,286