Arts, Culture & Humanities (A68) 990 on File

WILLAMETTE JAZZ SOCIETY

EIN: 75-3020474 · EUGENE, OR 97440-4394 · United States · FY 2023 Data

3 out of 5 53 / 100 Based on 2+ years of filings

Financial strength (30%) 83/100

Reliability (20%) 50/100

Effectiveness (25%) 71/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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CharityAI™ Score

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Financial Overview — FY 2023

$424K

Total Revenue

$249K

Total Expenses

$505K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 74.6%

Fundraising Efficiency 182.7%

Operating Reserve 24.31x

Liability-to-Asset 0.5%

Revenue Diversification 54.9%

Executive Compensation $33K

Compared with Peers

FY 2023

Compared with 16,965 similar organizations (United States, Arts, Culture & Humanities, $100K–$1M in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	74.6%	81.8%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	22.4%	14.0%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	2.9%	0.0%	P10P90	Below median
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	182.7%	28.7%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	24.3 mo	10.4 mo	P10P90	Above median
Liabilities to assets Total liabilities / total assets · lower is better	0.5%	1.9%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	54.9%	79.8%	P10P90	Top quarter
Revenue growth Year over year revenue growth	72.5%	9.6%	P10P90
Expense growth Year over year expense growth	35.0%	13.7%	P10P90
Surplus margin Surplus as a share of revenue	41.2%	1.2%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2023	$424K	$249K	$505K	74.6%	9
2022	$246K	$184K	$330K	77.6%	6
2021	$407K	$96K	N/A	—	4

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Organization Details

EIN: 75-3020474
State: OR
City: EUGENE
ZIP: 97440-4394
Classification: A68
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

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