Sacramento Jazz Education Foundation (EIN 911776322) - 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

1996

Legal Domicile

Principal Officer

PATTI JONES

Phone

9165715533

Tax Period

2024-01-01 to 2024-12-31

Sacramento Jazz Education Foundation, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $199K in total revenue in fiscal year 2024. Expenses of $342K exceeded revenue, resulting in a 72% operating deficit.

Mission

To preserve and promote traditional jazz music primarily through adult and youth education programs and scholarships.

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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 $84,956

Program Service Revenue $74,257

Investment Income $33,269

Other Revenue $6,077

TOTAL REVENUE $198,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,984

Fundraising Expenses $3,397

Program Expenses $282,729

Other Expenses $280,409

TOTAL EXPENSES $342,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,559	$192,656	+0.0%
Expenses	$342,393	$279,458	+0.2%
Net Income	$-143,834	$-86,802	+0.7%

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

$52,382

Total Directors

$52,382

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTI JONES	EXECUTIVE DIRECTOR	14.00	Officer Director	$52,382	$0	$52,382
WILLIAM AU	PRESIDENT	5.00	Officer Director	$0	$0	$0
NANCY PARKER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ERIN TREADWELL	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL DUFFEK	SECRETARY	5.00	Officer Director	$0	$0	$0
RON JONES	DIRECTOR	2.00	Director	$0	$0	$0
GABE CARPENTER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES TREADWELL	TREASURER	5.00	Officer Director	$0	$0	$0
GREG SABIN	DIRECTOR	2.00	Director	$0	$0	$0
JILL HARPER	DIRECTOR	2.00	Director	$0	$0	$0
FELICIA WEATHERLY	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA HABIB	DIRECTOR	2.00	Director	$0	$0	$0
CRYSTAL SHEFFIELD	DIRECTOR	2.00	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
2024	$198,559	$342,393	$1,278,230	$-143,834
2023	$192,656	$279,458	$1,354,744	$-86,802
2022	$136,917	$279,119	$1,319,079	$-142,202
2021	$99,145	$140,510	$1,699,268	$-41,365
2020	$269,478	$159,214	$1,591,348	$110,264
2019	$233,253	$273,509	$1,362,800	$-40,256

Sacramento Jazz Education Foundation