Jazz at the Ballroom Inc
Nonprofit profile at a glance
- EIN
- 815132247
- IRS 990 coverage
- 2017–2024
- Forms available
- Form 990 2024
- Location
- Burlingame, CA, USA
- Phone
- 6508680465
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Music
Reported finances
- Revenue
- $226,791
- Expenses
- $265,439
- Assets
- $59,553
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Highest reported compensation
- KONRAD PASZKUDZKI (MEMBER): $52,872 total reported compensation
- SUZANNE WALDOWSKI ROCHE (EXECUTIVE DIREC): $1,696 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Jazz at the Ballroom is a 501c(3) organization committed to keeping classic jazz alive by sharing this extraordinary American art form with the greater public and providing audiences with one-of-a-kind experiences. Partnering with the world's most talented jazz musicians in intimate and elegant settings, we focus on the Great American Songbook, the unforgettable jazz standards audiences recognize and welcome.
What it reported doing in 2024
Highlights and milestones in 2024through the year we presented over 70 concerts at nursing homes, hospitals, senior living communities and memory loss facilities in the bay area and los angeles* performances at san francisco elementary schools, reaching over 300 children* expansion of our scholarship program, with outreach extended across California. We tripled the numer of scholarships compared to the previous year. We proudly hired the winning scholars to perform at our outreach concerts in both bay area and los angeles* we continued to present concerts across the country prioritizing venues and communities with whom we've built strog, lasting relatioships. A standout moment was "flying high", a three-night run at New York city's iconic birdland, where we performed to sold-out audiences.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 85
- Transparency & Controls: 86
- Accountability: 16
- Sustainability: 23
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 87.7%; rating input score 88
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 91.7%; rating input score 92; 19th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Fail
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -17%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 0.22; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 20.6%; rating input score 19; 19th percentile among comparable filings
Growth
- Program expense growth: 14.1% per year; rating input score 100; 77th percentile among comparable filings
- Revenue growth: 0.4% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: 17.9% per year; rating input score 100; 82nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 87.7% of spending went to programs
- Governance: 0 of 6 board members independent · 3 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $233K in reported program spending
- Leadership: top reported pay $53K · 6 people listed
- Consistency: 17 of 18 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 8 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Accountability: Independent voting board scored 0/100.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- High — Sustainability: Operating margin scored 16/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- High — Sustainability: Officer compensation ratio scored 19/100.