Totals
- Total revenue
- $3,296,622
- Total expenses
- $3,047,042
- Contributions and grants received
- $936,812
- Grants paid
- $0
- Program service revenue
- $2,282,362
- Investment income
- $67,642
- Other revenue
- $9,806
- Total assets, end of year
- $2,626,752
- Total liabilities, end of year
- $118,241
- Net assets or fund balances, end of year
- $2,508,511
- Program services expenses (Part IX)
- $2,695,462
- Management and general expenses
- $222,876
- Fundraising expenses
- $128,704
- Program service expenses (Part III)
- $2,695,462
Program services were 88.5% 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.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$81,830
-
1c · Fundraising events
$35,770
-
1e · Government grants (contributions)
$412,503
-
1f · All other contributions, gifts and grants
$406,709
-
1g · Noncash contributions included above
$20,300
-
2a · Program service revenue: Festival revenue
total $1,983,096 · related or exempt $1,983,096
-
2b · Program service revenue: Program fees
total $299,266 · related or exempt $299,266
-
3 · Investment income
total $67,642 · excluded $67,642
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$29,170
-
8a · Fundraising events: contributions included on line 1c
$35,770
-
8b · Fundraising events: direct expenses
$19,364
-
8c · Net income from fundraising events
total $9,806 · excluded $9,806
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $162,660 · program services $81,330 · management and general $16,266 · fundraising $65,064
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $906,440 · program services $805,777 · management and general $80,816 · fundraising $19,847
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $59,149 · program services $50,769 · management and general $4,792 · fundraising $3,588
-
10 · Payroll taxes
total $81,724 · program services $67,578 · management and general $7,716 · fundraising $6,430
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $886,449 · program services $870,545 · management and general $10,571 · fundraising $5,333
-
12 · Advertising and promotion
total $198,098 · program services $160,631 · management and general $36,024 · fundraising $1,443
-
13 · Office expenses
total $54,206 · program services $36,546 · management and general $9,688 · fundraising $7,972
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $36,359 · program services $27,041 · management and general $7,265 · fundraising $2,053
-
17 · Travel
total $5,318 · management and general $5,318
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $19,179 · program services $304 · management and general $18,875
-
20 · Interest
total $53 · program services $36 · management and general $9 · fundraising $8
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $24,561 · program services $16,456 · management and general $4,421 · fundraising $3,684
-
23 · Insurance
total $19,337 · program services $12,955 · management and general $3,481 · fundraising $2,901
-
24a · Other expenses: Production Cost
total $256,230 · program services $250,754 · management and general $67 · fundraising $5,409
-
24b · Other expenses: Equipment rental
total $249,367 · program services $244,631 · management and general $1,125 · fundraising $3,611
-
24c · Other expenses: Concession costs
total $67,920 · program services $66,559 · fundraising $1,361
-
24d · Other expenses: Dues and other charges
total $16,392 · management and general $16,392
-
24e · All other expenses
total $3,600 · program services $3,550 · management and general $50
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $606,021 · end of year $260,406
-
2 · Savings and temporary cash investments
beginning of year $100,099 · end of year $200,706
-
3 · Pledges and grants receivable
beginning of year $309,095 · end of year $533,989
-
4 · Accounts receivable
beginning of year $49,694 · end of year $63,315
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $42,591 · end of year $43,121
-
10a · Land, buildings and equipment: cost or other basis
$165,320
-
10b · Land, buildings and equipment: accumulated depreciation
$102,618
-
10c · Land, buildings and equipment, net
beginning of year $87,263 · end of year $62,702
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $1,308,640 · end of year $1,373,732
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $85,771 · end of year $88,781
-
17 · Accounts payable and accrued expenses
beginning of year $82,845 · end of year $45,212
-
19 · Deferred revenue
beginning of year $247,398 · end of year $73,029
-
27 · Net assets without donor restrictions
beginning of year $1,937,268 · end of year $1,928,192
-
28 · Net assets with donor restrictions
beginning of year $321,663 · end of year $580,319
Mission and programs · 2024
Mission
The purpose of the Organization is to enrich the community through music education and performance. San Jose Jazz is an innovative educational organization whose commitment to education and the community goes back over thirty years.
Activities or mission (Part I)
San Jose Jazz's mission is to enrich the community through jazz education and performance.
-
FestivalThe 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 $1,758,075 · Revenue $1,983,096
-
Youth DevelopmentSan Jose Jazz Education Programs Progressions is San Jose Jazz's year-round in-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. Summer Jazz Camp (100-130 students) propels student-musicians forward as musicians and individuals. The two-week camp enables young students to work closely with professional Jazz musicians to help them achieve a greater mastery of performance and improvisation techniques while advancing their knowledge of music theory, arranging, composition, performance, and Jazz history. San Jose Jazz High School All Stars big band program provides motivated, young jazz musicians in the South Bay region with an advanced opportunity to grow and develop as musicians and young adults. Participation is accomplished through a competitive audition process.
Expenses $541,201 · Revenue $262,568
-
Concert SeriesSan Jose Jazz's first venue, the SJZ Break room provides a unique and intimate way to experience live music. With a capacity of just 100, almost every seat is within 30 feet of the action. With the performers on the same level as the audience, each show has the intimate feel of a private concert. The SJZ Break Room is a unique setting for live music, shaped by the evolution of audience habits and technology. As you arrive, youll recognize the bold new aqua entrance vestibule painted by San Jose artist Ben Henderson to reference the venues symbolic water cooler icon. Inside, professional theatrical lighting and audio turns an office-by-day space into a hip, bar-appointed club space-by night with video projection mapping behind the performance stage area, and a welcoming jazz club seating arrangement for patrons. Most performances are live streamed, with the live feed also projected onto a towering bank of windows for an immersive experience not found anywhere else.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 SJZs 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 weve 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 Joses 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.
Expenses $396,186 · Revenue $36,698
As filed on the 2024 return.
Listed in Part VII
-
Brendan Rawson
Executive Dir.
- Total calculated
- $162,660
- From this org
- $150,000
- From related orgs
- $0
- Other
- $12,660
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $12,660
- Filer's total
- $162,660
-
Julie Ramirez
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Tony Alexander
Vice-Chair
- Total calculated
- $0
- Hours/week
- 1
-
Mike Warner
CFO
- Total calculated
- $0
- Hours/week
- 1
-
Dan Shafer
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Shawneequa Badger
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael Baldwin
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jean Cohen
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bob Escobar
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Curtis Jacobson
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tony Lindsay
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Raul Peralez
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christina Ramos
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris Sulek
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Erica Warren
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maria West
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James A Williams
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joel Wyrick
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris Esparza
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 January 2026
- IRS schema version
- 2024v5.2
- Source object
- 202620309349300232
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