Form 990 for tax year 2023

Totals

Total revenue

$3,355,358

Total expenses

$3,201,563

Contributions and grants received

$1,509,840

Grants paid

$0

Program service revenue

$1,775,067

Investment income

$56,483

Other revenue

$13,968

Total assets, end of year

$2,589,174

Total liabilities, end of year

$330,243

Net assets or fund balances, end of year

$2,258,931

Program services expenses (Part IX)

$2,781,587

Management and general expenses

$232,556

Fundraising expenses

$187,420

Program service expenses (Part III)

$2,781,587

Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• SAN JOSE JAZZ EDUCATION PROGRAMS PROGRESSIONS IS SAN JOSE JAZZ'S YEAR-ROUND IN-SCHOOL AND AFTER-SCHOOL YOUTH DEVELOPMENT PROGRAM THAT USES MUSIC TO CONNECT WITH LOW-INCOME, AT-RISK STUDENTS, CHALLENGES THEM WITH A RIGOROUS MUSIC EDUCATION PROGRAM, AND HELPS THEM TO BUILD A PRO-SOCIAL COMMUNITY. THE PROGRAM FOCUSES ON HELPING TO KEEP PARTICIPANTS IN SCHOOL, OUT OF GANGS, AND ON THE ROAD TO BECOMING BETTER STUDENTS AND CONTRIBUTING CITIZENS. PROGRESSIONS IS TAUGHT BY PROFESSIONAL MUSICIANS/EDUCATORS/MENTORS WHO TEACH STUDENTS TO READ MUSIC, MASTER INSTRUMENTS, AND COLLABORATE IN ENSEMBLES, BANDS, AND CHOIRS WHICH HELP THEM: DEVELOP AS INDIVIDUALS, LEARN TO SET AND ACHIEVE GOALS, AND UNDERSTAND WHAT IT TAKES TO SUCCEED IN LIFE AND IN THE CLASSROOM. IN ADDITION TO MUSIC INSTRUCTION THE PROGRAM PROVIDES HOMEWORK SUPPORT, NUTRITION (A SUPPER MEAL), MENTORSHIP, AND RECREATION OPPORTUNITIES.

  Expenses $548,074 · Revenue $366,374

• THE SJZ NEW WORKS FESTIVAL, APRIL - MAY, FEATURE NINE NIGHTS OF LIVE AND STREAMED PERFORMANCES BY SOME OF THE MOST EXCITING ARTISTS IN JAZZ, BLUES, R&B, SOUL AND ELECTRONIC MUSIC IN THE SF BAY AREA AND NEW YORK. THE FESTIVAL IS AN OUTGROWTH OF SJZ'S JAZZ AID FUND INITIATIVE, WHICH PROVIDED GRANTS INDIVIDUALLY TO 33 ARTISTS, EACH TO PRODUCE A NEW WORK. A DIRECT RESPONSE TO THE CORONAVIRUS PANDEMIC, THESE GRANTS PROVIDED IMMEDIATE FUNDS TO THESE MUSICIANS, WHO HAD BEEN LARGELY EXCLUDED FROM REGIONAL AND NATIONAL AID EFFORTS. THE WORKS SUBMITTED HAVE PROVEN TO BE EXTRAORDINARY, AND WE'VE CHOSEN 10 ARTISTS TO PRESENT 45-MINUTE SEGMENTS AVAILABLE TO CREATE GREAT EVENINGS OF MUSIC . THE FEST ALSO INCLUDES A FREE INTERNATIONAL JAZZ DAY LIVE STREAM ON APRIL 30. THESE CONCERTS WILL BE CAPTURED IN THE SJZ BREAK ROOM, A POPUP VIDEO RECORDING STUDIO AND VENUE THAT SJZ HAS DEVELOPED IN ITS GROUND FLOOR OFFICES AT FIRST AND SAN CARLOS IN SAN JOSE'S SOFA DISTRICT. THE TECHNOLOGY OF THE SPACE IS FIRST-CLASS WITH MARVELOUS SOUND, LIGHTING AND VIDEO, AND ALL THE ACTION IS PROJECTION-MAPPED TO A 35' X 14' BANK OF WINDOWS, PROVIDING THE SHOW FREE TO THE PUBLIC AND ENLIVENING DOWNTOWN STREET LIFE. SAN JOSE JAZZ (SJZ) WINTER FEST IS SCHEDULED FOR FEBRUARY EACH YEAR. WINTER FEST WILL BE CENTERED IN DOWNTOWN SAN JOSE, WITH CONTINUED EXPANSION INTO VENUES SUCH AS THE MEXICAN HERITAGE PLAZA IN EAST SAN JOSE. WINTER FEST FEATURES CONCERTS, DANCE PARTIES AND MORE BRINGING VIBRANCY OVER THREE WEEKS IN WINTER WHEN DOWNTOWN SAN JOSE IS SEASONALLY LESS ACTIVE. THE PURPOSE OF WINTER FEST IS TO BRING OUR COMMUNITY TOGETHER THROUGH DIVERSE, LIVE MUSIC OFFERINGS THAT CELEBRATE VARIOUS ART FORMS IMPORTANT TO OUR MULTICULTURAL CITY. OUR GOAL IS TO INSTILL A SENSE OF PRIDE AND PURPOSE AROUND THE CITY'S IMAGE AS A THRIVING MUSIC DESTINATION, AND TO INCREASE RETENTION AND PARTICIPATION OF THE REGION'S DIVERSE RESIDENTS. THROUGH WINTER FEST, WE AT SJZ CONTINUE OUR STEADFAST COMMITMENT TO PRESENT NEW ARTISTS PUSHING THE BOUNDARIES OF JAZZ, BLUES, R&B AND ELECTRONIC MUSIC AND BRIDGE THE GAP BETWEEN THESE NEW VOICES AND THOSE OF IMPORTANT JAZZ LEGENDS.

  Expenses $451,081 · Revenue $192,026

• SAN JOSE JAZZ SUMMER FEST THE SAN JOSE JAZZ SUMMER FEST IS ONE OF THE LEADING URBAN MUSIC FESTIVALS IN THE NATION. IT DRAWS IN EXCESS OF 40,000 DIVERSE ATTENDEES ANNUALLY AND FEATURES LEGENDARY JAZZ, BLUES, AND SALSA, LATIN JAZZ ARTISTS WHILE PROVIDING PERFORMANCE OPPORTUNITIES FOR EMERGING AND LOCAL MUSICIANS.WITH OVER 90 PERFORMANCES AND EVENTS OVER 3 DAYS, SUMMER FEST CELEBRATES THE DIVERSITY OF JAZZ, AMERICA'S GREAT CONTRIBUTION TO GLOBAL CULTURE, WITH A WIDE VARIETY OF MUSIC AND PERFORMING ARTS DISCIPLINES, ALL WITH AN INTERNATIONAL FLAIR REFLECTIVE OF THE SILICON VALLEY COMMUNITY. ATTRACTING VISITORS FROM ALL OVER CALIFORNIA, THE U.S. AND INTERNATIONALLY, THE FESTIVAL PROMOTES SAN JOSE AS AN ESSENTIAL ARTS, CULTURAL AND ENTERTAINMENT DESTINATION IN SILICON VALLEY.SUMMER FEST'S PRIMARY GOALS ARE:1. TO BRING PEOPLE TOGETHER THROUGH MUSIC, ARTS AND CULTURE IN AN AFFORDABLE FORMAT THAT IS ACCESSIBLE FOR ALL.2. TO PROVIDE PERFORMANCE OPPORTUNITIES FOR EMERGING AND LOCAL MUSICIANS (ENABLING ARTISTS TO BE EXPOSED TO AUDIENCES WHO ENJOY DISCOVERING NEW MUSICIANS AND GREAT MUSIC.)3. TO CONTINUE BEING WIDELY KNOWN AS ONE OF THE LEADING JAZZ/LIVE MUSIC FESTIVALS IN THE UNITED STATES.MISSION: SUMMER FEST EXEMPLIFIES SJZ'S MISSION AS IT PROMOTES JAZZ THROUGH PERFORMANCE AND EDUCATION. SUMMER FEST EXPLORES AND CELEBRATES THE MUSICAL AND CULTURAL HERITAGE OF SAN JOSE'S RICH DIVERSE COMMUNITY. MODEST ADMISSION PRICES AND FREE PERFORMANCES ENSURES ACCESSIBILITY FOR EVERYONE TO ATTEND THE FESTIVAL.

  Expenses $1,782,432 · Revenue $1,460,755

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• MIKE WARNER

  CFO

  Total calculated

  $0

  Hours/week

  2

• JULIE RAMIREZ

  CHAIR

  Total calculated

  $0

  Hours/week

  1

• CHRIS ESPARZA

  SECRETARY

  Total calculated

  $0

  Hours/week

  1

• JAN DECARLI

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• JEAN COHEN

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• MARIA WEST

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• CURTIS JACOBSON

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• JAMES WILLIAMS

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  2

• BADGER SHAWNEEQUA

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• BOB ESCOBAR

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• TONY LINDASY

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• DAN SHAFER

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• CHRISTINA RAMOS

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• TONY ALEXANDER

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• JOEL WYRICK

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• MICHAEL BADWIN

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• RAUL PERALEZ

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• BRENDAN RAWSON

  EXECUTIVE DIRECTOR

  Total calculated

  $146,624

  From this org

  $146,624

  From related orgs

  $0

  Other

  $0

  Hours/week

  40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type

form_990

Tax year

2023

Filed

13 January 2025

IRS schema version

2023v6.0

Source object

202520249349301102

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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