SAN FRANCISCO JAZZ ORGANIZATION (EIN 942990335) - 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

1983

Legal Domicile

Principal Officer

GREG STERN

Phone

4153985655

Tax Period

2022-07-01 to 2023-06-30

SAN FRANCISCO JAZZ ORGANIZATION, founded in 1983, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $16.6M in total revenue in fiscal year 2022. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $21.1M exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,225,576

Program Service Revenue $7,364,430

Investment Income $299,446

Other Revenue $-1,267,887

TOTAL REVENUE $16,621,565

Expense Breakdown

Grants Paid $251,000

Salaries & Benefits $9,339,868

Fundraising Expenses $2,911,814

Program Expenses $16,780,529

Other Expenses $11,477,618

TOTAL EXPENSES $21,068,486

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,621,565	$26,929,110	-0.4%
Expenses	$21,068,486	$18,609,428	+0.1%
Net Income	$-4,446,921	$8,319,682	-1.5%

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

212

Volunteers

244

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

$853,211

Total Directors

$645,593

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG STERN	CEO	40.00	Officer Director	$338,542	$3,460	$342,002
RANDALL KLINE	FOUNDER & EXECUTIVE ARTIST DIRECTOR	40.00	Officer Director	$286,989	$16,602	$303,591
DENISE YOUNG SMITH	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE COZADD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MOLLY COYE	SECRETARY	1.00	Officer Director	$0	$0	$0
ADITYA AGARWAL	BOARD MEMBER	1.00	Director	$0	$0	$0
RAVIN AGRAWAL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN ASHE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELTON BERG	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY BLUESTONE	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNARD BOUDREAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SID GANIS	BOARD MEMBER	1.00	Director	$0	$0	$0
RISHI GARG	BOARD MEMBER	1.00	Director	$0	$0	$0
HERMAN GRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICK HELLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA HOOK	BOARD MEMBER	1.00	Director	$0	$0	$0
ZAKIR HUSSAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL LAZARUS	BOARD MEMBER	1.00	Director	$0	$0	$0
DIVISH MAKAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE MAUZE	BOARD MEMBER	1.00	Director	$0	$0	$0
ASTON MOTES	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAKEYA MCDOW	BOARD MEMBER	1.00	Director	$0	$0	$0
NEHA NARKHEDE	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIUS ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LORING SAGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SANTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE SHERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY SIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAUDE STEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA WYCKOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH GUM	CFO	40.00	Officer	$187,355	$20,263	$207,618
EMMA MOON	DIRECTOR OF DEVELOPMENT	40.00	Highest	$174,992	$10,773	$185,765
LILLIAN SCHWARTZ	ARTISTIC PRODUCER	40.00	Highest	$138,955	$14,927	$153,882
MOUNT V ALLEN III	DIRECTOR OF OPERATIONS	40.00	Highest	$127,224	$220	$127,444
TIM OLIVER GORTON JR	DIRECTOR OF MARKETING	40.00	Highest	$121,154	$6,699	$127,853
NIKETA PRENDI WILKINSON	DIRECTOR OF PEOPLE AND CULTURE	40.00	Highest	$111,655	$13,801	$125,456

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	No data	No data	No data	No data
2023	$16,621,565	$21,068,486	$70,423,811	$-4,446,921
2022	$26,929,110	$18,609,428	$74,473,088	$8,319,682
2021	$11,913,007	$12,067,665	$64,965,614	$-154,658
2020	$14,284,025	$17,154,210	$66,514,325	$-2,870,185
2019	$56,938,371	$18,930,143	$68,559,299	$38,008,228
2018	$16,329,467	$17,044,872	$70,732,954	$-715,405

SAN FRANCISCO JAZZ ORGANIZATION