Kuumbwa Jazz Society
Nonprofit profile at a glance
- EIN
- 510159252
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Santa Cruz, CA, USA
- Phone
- 8314272227
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Music Groups, Bands, Ensembles
Reported finances
- Revenue
- $2,142,646
- Expenses
- $2,028,566
- Assets
- $3,727,851
- Liabilities
- $923,690
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- Jon Minsloff (President)
- Debra Williams (Vice President)
Highest reported compensation
- Tim Jackson (Secretary): $112,544 total reported compensation
- Chanel Enriquez (Executive Dir.): $107,665 total reported compensation
- Bennett Jackson (Creative Dir.): $106,530 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide opportunities in the Santa Cruz area and to enjoy and appreciate the full spectrum of jazz music through live performance and education. We present extraordinary regional, national and international musicians and provide educational programs for all ages.
What it reported doing in 2024
Through our comprehensive year round jazz education programs, we foster creative expression of the next generation of jazz artists and aficionados in the following jazz education programs: Kuumbwa Honor Jazz Band, an all-star group of high school musicians and community events during the school year. Annual Summer Jazz Camp offered to 8th-12th grad students, held at the Cabrillo College campus where enrolled students receive both group and individual instruction with a focus on improvisation, basic theory and concepts with scholarships guaranteed to students in need. Artists in the Schools program, is a direct service program bringing accomplished jazz artists and educators into Santa Cruz County school and classrooms teaching music students of alleges, and introducing them to jazz music and the elements of improvisation. Master Class Series, features renowned professional musicians who present hands-on workshops for musicians and enthusiasts of all levels. Discover Jazz is a friendly family introduction to jazz education programs for all ages. The Educator in Residence position is a prominent jazz artist/educator who works year-round for a two-year period with classroom teachers and student musicians that participate in Kuumbwa's education programs.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 92
- Accountability: 100
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 80.5%; rating input score 81
- Program expense ratio: 73.4%; rating input score 73
- Fundraising efficiency: $8.83 raised per $1 spent on fundraising; rating input score 34; 34th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd 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: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 5.3%; rating input score 52; 52nd percentile among comparable filings
- Total-asset coverage ratio: 1.84; rating input score 59; 59th percentile among comparable filings
- Liabilities to assets ratio: 0.25; rating input score 39; 39th percentile among comparable filings
- Officer compensation ratio: 16.1%; rating input score 17; 17th percentile among comparable filings
Growth
- Program expense growth: 1.9% per year; rating input score 100; 21st percentile among comparable filings
- Revenue growth: 4.5% per year; rating input score 100; 38th percentile among comparable filings
- Asset growth: 13.2% per year; rating input score 100; 69th percentile among comparable filings
Details
- Where the money goes: 80.5% of revenue deployed · 73.4% of spending went to programs
- Governance: 15 of 15 board members independent · 8 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $1.5M in reported program spending
- Leadership: top reported pay $113K · 18 people listed
- Consistency: 34 of 34 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 12 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 3 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: Fundraising efficiency scored 34/100.
- Review — Sustainability: Operating margin scored 52/100.
- Review — Sustainability: Total-asset coverage ratio scored 59/100.
- High — Sustainability: Officer compensation ratio scored 17/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 39/100.