SAN FRANCISCO JAZZ ORGANIZATION

EIN: 942990335 501(c)(3) Arts, Culture & Humanities

SAN FRANCISCO, CA

Total Revenue
$16,621,565
Total Expenses
$21,068,486
Total Assets
$70,423,811
Net Assets
$50,023,058
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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
CA
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

THE SAN FRANCISCO JAZZ ORGANIZATION (THE ORGANIZATION) IS A RECOGNIZED INTERNATIONAL LEADER IN JAZZ CREATION, PRESENTATION, AND EDUCATION. THE ORGANIZATION EXPLORES THE FULL SPECTRUM OF JAZZ, FROM THE MUSIC'S ORIGINS IN THE AFRICAN AMERICAN COMMUNITY TO ITS DIVERSE PRESENT-DAY EXPRESSIONS AROUND THE WORLD. AS A NON-PROFIT ORGANIZATION, SFJAZZ WORKS TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND. THE ORGANIZATION CELEBRATES JAZZ AS A LIVING ART FORM, BUILT ON A CONSTANTLY EVOLVING TRADITION.

Program Service Accomplishments

Program 1
Expenses: $12,114,967 Revenue: $7,039,648

MAIN EVENTS: AS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATION IN THE SAN FRANCISCO BAY AREA, SFJAZZ IS COMMITTED TO PRESENTING PERFORMANCES THAT INSPIRE MUSIC LOVERS. ALL SFJAZZ PROGRAMS REFLECT A...

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MAIN EVENTS: AS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATION IN THE SAN FRANCISCO BAY AREA, SFJAZZ IS COMMITTED TO PRESENTING PERFORMANCES THAT INSPIRE MUSIC LOVERS. ALL SFJAZZ PROGRAMS REFLECT A SPIRIT OF ARTISTIC EXPLORATION, EMBRACING THE FULL BREADTH OF JAZZ AND ITS RELATED MUSIC; EMPHASIZE THEMATIC PROGRAMMING, WITH TRIBUTES TO JAZZ MASTERS AND CELEBRATIONS OF PARTICULAR MUSICAL INSTRUMENTS, TRENDS OR STYLES; AND STRIVE TO INSTILL ENTHUSIASM FOR JAZZ AMONG WIDER AUDIENCES.HAILED BY THE LONDON OBSERVER AS "THE BEST JAZZ FESTIVAL IN THE WORLD," THE SAN FRANCISCO JAZZ FESTIVAL IS A CELEBRATION OF TODAY'S BEST MUSIC. EVERY SUMMER THE FESTIVAL PRESENTS A PHENOMENAL ARRAY OF JAZZ CONCERTS, FROM THE CLASSIC TO THE AVANT-GARDE, GATHERING THE LEGENDS OF TODAY AND THE RISING STARS OF TOMORROW.ORIGINALLY THE SAN FRANCISCO JAZZ FESTIVAL WAS A SMALL-SCALE EVENT KNOWN MOSTLY IN THE LOCAL COMMUNITY, THE ORGANIZATION HAS RISEN TO NATIONAL AND INTERNATIONAL PROMINENCE. FOLLOWING ON THE HEELS OF A SUCCESSFUL EXPANSION IN THE FALL FESTIVAL AND SPRING SEASONS, SFJAZZ LAUNCHED IN 2008, THE WORLD IS LISTENING: CAMPAIGN FOR THE SFJAZZ CENTER. INSPIRED BY AN ANONYMOUS GIFT OF $20 MILLION, THE LARGEST EVER GIVEN TO A JAZZ ORGANIZATION, SFJAZZ CENTER OPENED IN SAN FRANCISCO ON JANUARY 21, 2013. AS THE FIRST CONCERT HALL OF ITS TYPE IN THE WESTERN U.S. BUILT BOTH FOR JAZZ PERFORMANCE AND EDUCATION, THE NEW SFJAZZ CENTER REPRESENTS A MILESTONE FOR THIS AUTHENTIC AMERICAN ART FORM.

Program 2
Expenses: $2,641,189 Revenue: $95,481

EDUCATION: THE ORGANIZATION ALSO SPONSORS YEAR-ROUND EDUCATION PROGRAMS FOR YOUTH AND ADULTS AIMED AT BUILDING THE AUDIENCE FOR JAZZ AND DEEPENING THEIR UNDERSTANDING OF JAZZ MUSIC.SFJAZZ EDUCATION...

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EDUCATION: THE ORGANIZATION ALSO SPONSORS YEAR-ROUND EDUCATION PROGRAMS FOR YOUTH AND ADULTS AIMED AT BUILDING THE AUDIENCE FOR JAZZ AND DEEPENING THEIR UNDERSTANDING OF JAZZ MUSIC.SFJAZZ EDUCATION PROGRAMS FOR YOUTH ARE THE FOLLOWING:JAZZ IN THE MIDDLE - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES CURRICULUM-BASED RESIDENCIES, LINKING JAZZ AND ACADEMIC SUBJECTS IN THE CLASSROOM. OFFERED FREE OF CHARGE TO SFUSD MIDDLE SCHOOLS, THE PROGRAM FOSTERS THE CONNECTIONS BETWEEN CLASSROOM CURRICULA AND THE ARTS. THE GOAL OF JAZZ IN THE MIDDLE IS TO BUILD LITERACY SKILLS THROUGH UNDERSTANDING OF THE HISTORICAL CONTEXT AND CULTURAL DIMENSIONS OF MUSIC, WITH STUDENTS RESPONDING CREATIVELY TO ELEMENTS OF MUSIC AND APPLYING WHAT THEY LEARN TO WRITING AND OTHER SUBJECTS.SFJAZZ HIGH SCHOOL ALL-STARS - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES ADVANCED JAZZ TRAINING AND PERFORMANCE OPPORTUNITIES FOR TALENTED YOUNG MUSICIANS IN BOTH BIG BAND AND SMALL ENSEMBLE FORMATS, SELECTED ANNUALLY BY COMPETITIVE AUDITION (FREE TO PARTICIPANTS).MEET THE MASTERS - A SERIES OF WORKSHOPS, SCHOOL ASSEMBLIES, OPEN REHEARSALS, SALONS, MASTER CLASSES, MENTORING SESSIONS, COMMUNITY EVENTS AND INTERACTIVE PERFORMANCES BY JAZZ MASTERS, BRING WORLD-CLASS JAZZ ARTISTS.DISCOVER JAZZ HISTORY AND APPRECIATION CLASSES:DISCOVER JAZZ DIVES INTO THE COLORFUL MYTHOLOGY AND HISTORY OF JAZZ, SWINGING RIGHT INTO THE MUSIC'S KEY FIGURES, RECORDINGS, FORMS, AND IDEAS. EACH CLASS HITS UPON ESSENTIAL CONCEPTS THAT, WHEN TAKEN AS A COMPLETE SERIES, GIVE ANY FAN THE ABILITY TO HEAR BETWEEN THE LINES OF GREAT JAZZ PERFORMANCES. IN ADDITION TO THE CLASS CONTENT, THERE WILL BE INTERACTIVE LIVE JAZZ PERFORMANCES, GIVING PARTICIPANTS IMMEDIATE ACCESS TO THE PROCESS AND PRACTICE OF THE JAZZ MUSICIAN.SFJAZZ ADULT AND FAMILY EDUCATION PROGRAMS ARE THE FOLLOWING:DISCOVER JAZZ - WEEKLY EVENING MUSIC APPRECIATION CLASSES FOR ADULTS, OFFERING ENTERTAINING AND INFORMATIVE INSIGHTS INTO JAZZ MUSIC, HISTORY AND CULTURE; PRESENTED IN ASSOCIATION WITH THE JEWISH COMMUNITY CENTER OF SAN FRANCISCO.PRE-CONCERT TALKS - ENLIGHTENING FREE PRE-SHOW DISCUSSIONS FROM THE STAGE IN WHICH JAZZ ARTISTS, SCHOLARS, AND INDUSTRY PROFESSIONALS OFFER INSIGHTS TO ENHANCE AUDIENCE APPRECIATION OF SELECTED CONCERTS AND FILMS.JAZZ LISTENING PARTIES - FREE TO SFJAZZ MEMBERS, THESE POPULAR EVENTS HOSTED BY LEADING JAZZ ARTISTS FEATURE RELAXED DISCUSSION AND GUIDED LISTENING TO RECORDED WORKS.FAMILY MATINEE CONCERTS - CREATED WITH FAMILIES IN MIND, THIS SERIES SHOWCASES LEADING MUSICIANS IN REDUCED-PRICE, HOUR-LONG, AFTERNOON CONCERTS, COMBINING WORLD-CLASS ARTISTRY WITH INTERACTIVE DISCUSSION AND AUDIENCE PARTICIPATION.ALL IN-PERSON CONCERTS/CLASSES WERE CANCELLED AFTER 3/8/2020, DIGITAL LAB CLASSES RESUMED IN ONLINE FORMAT. YOUTH PROGRAMS CONTINUED IN VIRTUAL FORMAT.

Program 3
Expenses: $1,123,145 Revenue: $9,747

SFJAZZ DIGITAL: FROM THE GREATEST JAZZ HALL IN THE WORLD STRAIGHT TO YOUR LIVING ROOM, SFJAZZ DIGITAL INITIATIVE INCLUDE FRIDAYS LIVE AND ON-DEMAND PROVIDING EXCLUSIVE ONLINE ACCESS TO THE MOST...

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SFJAZZ DIGITAL: FROM THE GREATEST JAZZ HALL IN THE WORLD STRAIGHT TO YOUR LIVING ROOM, SFJAZZ DIGITAL INITIATIVE INCLUDE FRIDAYS LIVE AND ON-DEMAND PROVIDING EXCLUSIVE ONLINE ACCESS TO THE MOST MEMORABLE MOMENTS AND NEW PERFORMANCES FROM THE SFJAZZ CENTER, WHILE PROVIDING MUCH-NEEDED SUPPORT FOR ARTISTS AND SFJAZZ DURING THIS CHALLENGING TIME. FEATURING MULTI-CAMERA HD VIDEO AND STATE-OF-THE-ART AUDIO, EACH FULLY IMMERSIVE DIGITAL OFFERING CONNECTS YOU TO THE MUSIC, TO THE MUSICIANS, AND TO THE FEELING OF EXPERIENCING LIVE MUSIC AT SFJAZZ. THROUGHOUT THE PANDEMIC, SFJAZZ'S WEEKLY FRIDAY BROADCASTS HAVE RAISED OVER $1.3M. OVER $700,000 HAS GONE TO THE ARTISTS. AND OVER 16,000 NEW MEMBERS HAVE SIGNED UP!

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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Governance

Voting Members
31
Independent Members
29
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
6
$853,211
Total Directors
31
$645,593
Key Employees
0
$0
Highest Compensated
5
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
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