Jazz Houston

Nonprofit profile at a glance

EIN
814016975
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
Houston, TX, USA
Rating
52
Verdict
MIXED
Rating confidence
Moderate
Sector
Music

Reported finances

Revenue
$481,055
Expenses
$302,482
Assets
$290,915
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • THOMAS JONES JR (BOARD PRESIDENT)

Highest reported compensation

  • BELINDA MUNRO GARDNER (DIRECTOR): $50,000 total reported compensation
  • VINCENT GARDNER (DIRECTOR): $25,100 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 houston promotes the cultivation of jazz music globally through performance, education and community outreach, and honors the houstonians and texans who have and countinue to be major contributors to jazz through the celebration of their legacies

What it reported doing in 2024

Educational concerts - orchestra members perform and provide lecture and g&a around jazz music related topics, artist or history. Adult big band orchestra of houston and Texas' premier musicians performs large format concerts. Small group performances are also scheduled as needed. Select outside groups are presented under our supervision.

Operating model

Revenue model
Donor-supported. 80% 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

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 44
  • Transparency & Controls: 84
  • Accountability: 5
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 40%; rating input score 40
  • Program expense ratio: 63.6%; rating input score 64
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 9th 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: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Missing
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 37.1%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 0.96; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 24.8%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: 7.3% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 26.1% per year; rating input score 100; 91st percentile among comparable filings
  • Asset growth: 37.7% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 40% of revenue deployed · 63.6% of spending went to programs
  • Governance: 0 of 11 board members independent · 1 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $192K in reported program spending
  • Leadership: top reported pay $50K · 11 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 7 filing years from 2018 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.