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Friends of Jazz, Inc.

 PO BOX 5671
 FULLERTON , CA 92838
[P] (714) 525-6669
[F] (714) 525-6669
www.friendsofjazzinc.com
[email protected]
Nick Batinich
FOUNDED: 1997
INCORPORATED: 1999
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 33-0863268 00000

Summary


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Mission StatementMORE »

The mission of Friends of Jazz, Inc. is to assure the continued growth and development of jazz performance, appreciation, and education. Our motto is, "Keeping music in the schools."
 
Our goal is to encourage the enjoyment of this very American art form by assisting children with their musical education and experiences because we believe that music has the unique ability to stimulate young minds.

Mission Statement

The mission of Friends of Jazz, Inc. is to assure the continued growth and development of jazz performance, appreciation, and education. Our motto is, "Keeping music in the schools."
 
Our goal is to encourage the enjoyment of this very American art form by assisting children with their musical education and experiences because we believe that music has the unique ability to stimulate young minds.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $73,000.00
Projected Revenue $83,000.00

ProgramsMORE »

  • High School Jazz Bands
  • Fourth-Grade Jazz Inprovisation Techniques
  • College/University Scholarships

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The mission of Friends of Jazz, Inc. is to assure the continued growth and development of jazz performance, appreciation, and education. Our motto is, "Keeping music in the schools."
 
Our goal is to encourage the enjoyment of this very American art form by assisting children with their musical education and experiences because we believe that music has the unique ability to stimulate young minds.

Background Statement

Friends of Jazz, Inc. was incorporated in November 1999 and began operation in April 2000. We are an all-volunteer organization dependent on individual and business sponsorship. Through our mission, we are making an investment in today's young people to insure the future existence of music in America's schools by offering classes and performance venues to local young students. We welcome and encourage everyone to become part of our mission.

Impact Statement

Top accomplishments from last year (2018) include:
  • Scholarships to Fullerton College Jazz Bands ($10,000)
  • Scholarships to CSUF Jazz Bands ($10,000)
  • 10 High school jazz student scholarships at Florentine's Grill ($3,200)
  • 10 High school jazz band monetary awards at Florentine's Grill ($2,400)
  • Served 1,000 students in our Fourth Grade Improv Recorder Program
 
Top goals for the current year include donations to the same five groups listed above. Ten high school jazz bands participated again this year and each band was awarded $300. One outstanding student musician from each band was awarded $400. We're also hoping to expand our fourth-grade improv program by adding more students but funds are sadly limited this year. Scholarships to the two colleges, Fullerton and Cal State University Fullerton, are at $10,000 each, as well.

Needs Statement

We are looking for funds to finance our Fourth Grade Improv Program (Recorders "Flutes" and Music Books). Now in its fifteenth year, this highly successful program, taught by professional musicians provided at our expense, teaches students to read and play music and perform a concert at the end of each of two 10-week sessions for parents, teachers and other students (usually third graders, i.e., next year's class). Our budget is $10,000 to pay the music teachers and pay for the recorders (flutes) and music books which are free to the students and they are allowed to keep once the class ends. The District provides band in the fifth and sixth grades for students who wish to continue their musical careers. Title I schools receive priority requests. These students have the most to gain from the program because of their limited access to music programs.
 
Unfortunately again this year we can only budget $10,000 for this program, which doesn't cover teachers' salaries as well as materials. So far, we have received some funding from the schools but no corporate funding as yet. We really need financial help to meet these costs so that we can continue to ensure a successful program.

CEO Statement

We are in our 20th year and have been providing scholarships to high school and college students. In the beginning, the awards were approximately $20,000. At present, awards are $25,600 per year.

Board Chair Statement

We are a nonprofit educational corporation created to promote the continued growth and development of music performance and appreciation through education. Studies have shown that learning and playing musical instruments can increase academic abilities and make positive behavioral changes in students. We hope to attract new, younger members who can fulfill the roles that our elderly members who have become ill or passed on can no longer hold.

Other Ways to Donate/Volunteer

Interested parties can mail a check, make a phone donation via credit card or an in-person donation. They can register with the Ralph's Rewards program. They can also volunteer their time and/or expertise, working with the fourth-grader improv students, high school and college student bands. And they can bid on auction items at our annual major fundraiser, the Mardi Gras Ball.

Geographic Area Served

South Orange County
North Orange County
West Orange County
Central Orange County

Primarily in North Orange County, in the city of Fullerton. We also reach out to nearby cities:  Anaheim, Orange, Long Beach, Mission Viejo, Los Alamitos. 

Organization Categories

  1. Arts,Culture & Humanities - Arts Education
  2. Education - Elementary & Secondary Schools
  3. Youth Development - Youth Development Programs

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Programs


High School Jazz Bands

Our High School Jazz Band program is held on Saturdays each spring at Florentine's Restaurant in Fullerton. Up to 11 high school bands participate in January - May. Each band performs for an hour and a half. Each week, a $400 scholarship is awarded to one outstanding student in each band as an incentive to continue his/her musical studies. A $300 stipend is awarded to each band each week, which they may use to purchase musical charts, rent instruments and cover some travel expenses. We will continue this program at Florentine's since last year it was highly successful. This is a noncompetitive environment where students can perform in the community, not at their schools. Friends of Jazz has provided more than $140,000 in scholarships and stipends to this program by December 2019. Each year, we need more money to fund this program since it continues to grow and there are more participants. High school scholarships are important because they reward students' talent and increase their self-esteem. Many of the high school students use the scholarship money for college tuition, to purchase and repair instruments, and to receive private lessons. Stipends are needed for schools with music programs to purchase sheet music, to help bring in professional musicians to present clinics and to perform with the students.
Budget  $7,000.00
Category  Arts, Culture & Humanities, General/Other Music Performances Presenting
Population Served Adolescents Only (13-19 years) Hispanic, Latino Heritage Families
Program Short-Term Success  So far, most students who has been high school scholarship recipients have continued his/her music studies in college. Some students have gone on to college and become teachers of high school band programs. Others have gone on to become outstanding professional musicians. 
Program Long-Term Success  The interest of outstanding high school jazz bands is more than our program allows for financially. We believe this program has a direct positive impact on the future of jazz musicians, based on the progress we've seen so far. We are happy to provide letters from past participants upon request.
Program Success Monitored By  We have maintained contact with many of our former recipients and their teachers. We are happy to provide letters from past participating students, including their band directors, upon request. We also can gauge the success by noting some who are professionals and who come back to play for our local community events, such as our annual Mardi Gras, pre-Mardi Gras parties, Members party, and special occasions.
Examples of Program Success  One of our scholarship winners returned to Fullerton College in Fall 2017, after teaching college music for 5 years in Michigan. And he re-joined Friends of Jazz and has played piano for some local events. 

Fourth-Grade Jazz Inprovisation Techniques

Our Fourth-Grade Jazz Improvisation Techniques program is a one-year program designed to introduce students to the music world. The program consists of two 10-week semesters of instruction with about 30 classes serving approximately 1,000 students each semester. Schools in the Fullerton Elementary School District are invited to participate in the program. We provide professional musicians at our expense to teach students. We have offered this program successfully for the last fourteen years. Title I schools receive priority requests. These students have the most to gain from the program because of their limited access to music programs. In this program, all students receive a recorder (flute) and a music book free and can keep their instruments and books after the program ends. Students learn to read and play music during a 10-week period. At the end of the 10 weeks, students perform a concert for parents, teachers and other students (usually third graders, i.e., next year's class) to demonstrate what they've learned and understand about playing and performing music, and to encourage them to continue with their music studies in the fifth and sixth grades and beyond.
 
 
Budget  $18,000.00
Category  Arts, Culture & Humanities, General/Other Music Instruction
Population Served Children Only (5 - 14 years) Poor,Economically Disadvantaged,Indigent Minorities
Program Short-Term Success  Many of our fourth-grade students do go on to study band in the fifth and sixth grades, and some go beyond.  
Program Long-Term Success  The District provides band in the fifth and sixth grades for students in the fourth-grade improvisation program who wish to continue their musical studies.
Program Success Monitored By 
Assessment of this successful program is by observation, participation of the students in the program and communication with parents, schools and audiences.
Studies have shown that learning and playing musical instruments, beginning at the elementary school level, can increase academic abilities and make positive behavioral changes in students. 
Examples of Program Success  We receive many positive letters and phone calls from parents, schools and audiences. Some of our students continue their studies into high school and even college.

College/University Scholarships

Friends of Jazz has been awarding scholarships to jazz students at both Fullerton College and California State University, Fullerton since we began. This includes vocal jazz as well as instrumental. At the end of 2017, we had awarded $386,000 to jazz students at these two fine area schools since the program's inception. Throughout the year, student jazz bands and vocalists perform concerts on their campuses. Each semester, a special appreciation concert is offered at each campus. At this concert, Friends of Jazz receives recognition as a donor toward their program, and awards scholarships to outstanding individuals in each band. 
Budget  $20,000.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served Adolescents Only (13-19 years) Adults Hispanic, Latino Heritage
Program Short-Term Success  Many of our college-level students not only continue their studies in graduate school and become teachers, performers and/or professional musicians. 
Program Long-Term Success  Many of our college-level students go on to study music in graduate school and/or become teachers and/or professional musicians.
Program Success Monitored By  We get a lot of positive feedback, not only from our students, but from their directors and instructors who often volunteer their services when we need groups for a fundraiser or special event.
Examples of Program Success  For example, we have established a great rapport with Bruce Babad and Bill Cunliffe, directors of the Fullerton College and CSUF jazz bands, respectively. Both graciously offer their students and themselves as performers at our annual Mardi Gras fundraiser, our Members party, and other jazz events, including pre-Mardi Gras parties to raise additional monies.

Management


CEO/Executive Director Ms. Colleen Wadsworth
CEO Term Start Jan 2016
CEO Email [email protected]
CEO Experience Member of Friends of Jazz, experienced CPA, active in local Elks Lodge.

Former CEOs and Terms

Name Start End
Mr. Bill Klinghoffer President Jan 1999 Dec 2015

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 25
Number of Contract Staff 0
Staff Retention Rate % 0%
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 0
Caucasian: --
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 25
Other (if specified): --
Gender Female: --
Male: --
Not Specified 25

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers --
Management Succession Plan Under Development
Organization Policies And Procedures Under Development
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency No --
Senior Management Formal Evaluation and Frequency No --
Non Management Formal Evaluation and Frequency No --

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Ms. Colleen Wadsworth
Board Chair Company Affiliation --
Board Chair Term Jan 2016 - Dec 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Recording Secretary Kitty Arthur Retired Voting
Mardi Gras Administrator Larry Arthur Retired Businessman Voting
Programs Assistant Dottie Batinich Retired --
Chief Financial Officer Nick Batinich Community Volunteer Voting
Controller Sue Boatman Retired Teacher Voting
Corresponding Secretary Carole Bruns realtor Voting
Membership Assistant Barbara Fischer Retired Teacher Voting
High School Bands Chair Jim Harlan Realtor Voting
Program Chair Charlotte Henderson RN Voting
Director-at-Large Joe Henderson Retired --
Past President Bill Klinghoffer Retired Educator Exofficio
Membership Chair Jean Klinghoffer Education Consultant Voting
School Program Director Cindy Leone Property Manager Voting
School Program Assistant Judy McFadden Retired Educator Voting
Director-at-Large Pat Perkins Retired --
President Colleen Wadsworth Tax Consultant Voting
Vice Pres Parliamentarian Jerrold Wolf Retired Attorney Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --
Music Consultant Ron Kobayashi Musician NonVoting
Newsletter Editor Eric Marchese Writer, Theater Critic NonVoting
Creative Consultant Judi McDuff Executive Director and Editor NonVoting
Music Consultant Mike Peak Musician and Engineer NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 100
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 9
Male: 7
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy No
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

The biggest challenges we face are attracting new members. Many of our current members are aging and some are dying and we need "new blood" to continue our mission. We ask parents of the students who participate in the high school and college bands, as well as the fourth-grade programs, to join our membership. 
 
Like many nonprofits, we lack funding to expand our programs. Adding to our membership would help add to our coffers. 
 
 

Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $83,000.00
Projected Expenses $73,000.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $26,829 $66,945 $59,789
Total Expenses $43,087 $59,970 $61,764

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$1,500 $5,390 $14,129
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $9,042 $17,333 $1,427
Investment Income, Net of Losses $3,252 $3 $12
Membership Dues $27,972 $21,810 $22,770
Special Events $-14,937 $19,629 --
Revenue In-Kind -- -- --
Other -- $2,780 $18,645

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $40,260 $51,627 $30,280
Administration Expense $2,827 $8,343 $31,484
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.62 1.12 0.97
Program Expense/Total Expenses 93% 86% 49%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $48,610 $40,258 $33,283
Current Assets $48,610 $40,258 $33,283
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets $48,610 $40,258 $33,283

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.