Annual Report 2019
CONTENT 03. Letter from Executive Director 04. Letter from Artistic Director 05. Scholarship Program 06. Season Three Calendar 07. Season Four Calendar 08. Board of Directors 09. Donors 10. Business Partners 11. Public Concerts 12. Financials
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LETTER FROM EXECUTIVE DIRECTOR This year marked the centennial of Nat King Cole (who we were able to honor with our tour by the great Freddy Cole in May), so it seems appropriate to start this welcome with his well-known quote, “I may be helping to bring harmony between people through my music.” What Nat said almost 75 years ago might as well be a tag line for JAZZ AT THE BALLROOM. As you will discover in the following pages, we have done nothing if not bring people together through music in 2019. This past year was meaningful in that we increased our number of shows considerably
and were able to share our special style of classic jazz concerts from the San Diego area up through Napa Valley. Mixed throughout them were shows at hospitals, senior living communities, and schools, workshops, and master classes. The year ended with our artists spending Christmas performing at Lucile Packard Children’s Hospital and Mills Peninsula Hospital. I look forward to sharing with you the successes, lessons learned, and plans for growing and bringing America’s greatest art form to more people.
Suzanne Roche,
Executive Director
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LETTER FROM ARTISTIC DIRECTOR 2019 was the biggest year to date for JATB. I finally got the sense that with frameworks in place for our community work and concerts, we were able to achieve the impact we want. Focus is the word I’d use. With focused attention on targeted community groups, you make a deeper impact, as opposed to giving “one-off” concerts (those are still great, but students, elderly residents, and hospital patients seem to relish the repeat performance). It allows them to build a rapport with the repeat musicians. This is what sets JATB apart. Performances are intimate and performers are accessible.
Finally, our Scholarship Program continues to find some ridiculous Bay Area talent! Amazingly, the average age went down this year and again we had applications from 12 schools from across the Bay Area. Students who don’t win the “grand prize” end up getting hired to play before concerts. We have built an exciting relationship with This is real life experience and absolutely ATRIA in Foster City. The residents and invaluable. We guide these young budding staff have enjoyed close to a concert per talents through the process of working as month. Our newest hospital affiliation is professional musicians. Obviously, their incredible – bringing jazz to Lucille Packard faces all glow when they get paid some Children’s Hospital. This partnership was pocket change for performing, thanks to started late into 2019 but will flourish the strong fundraising effort in 2019. The into 2020. Be it the surprised look on a model for the fundraiser was small, quaint, doctor’s face as they walk through the hall classy, and managed to raise $60,000. The to their next surgery, or a young patient impact of this money is immense because who gets wheeled out of their hospital of the focused nature of its distribution to room, the notion of art, color, music schools and patient-care facilities. 2019 filling the hallways brings people out to also saw numerous shows outside the glance, smile, enjoy a coffee, and escape Ballroom, which brought new subscribers whatever toils their situation is bringing to JATB and attracted new and eager faces them. I don’t have the appropriate words to the coveted Ballroom series. to explain or describe what I see there and how amazing it is to feel the impact of the music in this setting. Konrad Paszkudzki, Artistic Director
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SCHOLARSHIP PROGRAM Naturally, when we dreamed up the idea of a scholarship program back in 2018, we had an existential moment where we asked ourselves “If we offer it, will they apply?” We didn’t know how many schools and students were familiar with our organization, and there’s nothing worse than an award program with no applicants. Fortunately, the first year of the program was everything we had hoped and more. With applicants from over fifteen schools throughout the Bay Area, we received an incredible variety of musicians sharing their take on jazz standards. It was hard to choose between many of the students and that is a wonderful problem to have (and not one we expected). The three winners received $1500 each to use for their music education, and the music departments at their respective schools also were awarded $1000. As part of the scholarship prize, the three winners came in April to perform with professional jazz musicians. Sound check was an impromptu master class and once the concert began, the students were supported by a room full of family, friends, and teachers. Our annual gala fundraiser funds this program. For the coming 2019-2020 season, we hosted a thank you dinner and concert at the French Club in October for everyone who contributed to the Scholarship Program. We raised close to $50,000 thanks to our generous donors, Carole Middleton, Billy Harris, Nick Casagrande, and the John Pizzarelli Trio. 5
SEASON THREE CALENDAR Harry Allen Quartet with Hilary Gardner September 8, 2018
“…the Frank Sinatra of the tenor saxophone” — All About Jazz’
The Anderson Twins October 20, 2018
“These guys flood the room with joy” — The Seattle Times
Pasquale Grasso
November 10, 2018 – Special Donor Event
“The best guitar player I’ve heard in maybe my entire life” — Pat Metheny
Wycliffe Gordon & His International All Stars December 1, 2018
“...the definition of a good time…just his presence is a creative experience” – JALC
James Morrison January 26, 2019
“…world-renowned for his sheer brilliance… a virtuoso in the true sense of the word” – Jazz.org
Becky Kilgore Quartet March 2, 2019
“In a world of pretenders, she’s absolutely the real thing. I love what she does!” – Michael Feinstein
Bryan Carter & The Young Swangers April 13, 2019
“… a seasoned approach that belies his young age… He is definitely one to watch” — JazzTimes
Byron Stripling May 4, 2019
“One of the giants of the trumpet and an irresistible entertainer” – Jazz Arts Group
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SEASON FOUR CALENDAR Niki Haris Quartet September 21, 2019
“…daughter of legendary jazz pianist, Gene Haris, shares the same ebullient, swinging style, drenched in the sound of the blues” – Jazz Aspen
Adrian Cunningham Trio November 2 & 3, 2019
“… a gifted saxophonist, clarinetist, flautist, pianist and composer… one of the most versatile and sought-after musicians” – TimeOff Magazine
Benny Benack Quartet December 14 & 15, 2019
a “… a charismatic young trumpeter who maintains an earnest sideline as a singer” —NYTimes
James Morrison Trio February 8, 2020
“…world-renowned for his sheer brilliance… a virtuoso in the true sense of the word” – Jazz.org
Shelly Berg and Carmen Bradford March 21, 2020
“Swing royalty… an unstoppable musical force” — Jazz.org on Carmen “… one of the most eloquent, swinging, and accomplished pianists” —AllAboutJazz on Shelly
April 4, 2020
Scholarship Concert
Student winners perform with a JATB All-Star Ensemble
Nicki Parrott and Ken Peplowski May 2 & 3, 2020
Nicki “… could make anyone love jazz.” – CABARET SCENE Ken “… is arguably the greatest living jazz clarinetist” – BBC2
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FORMATIKA MUSIC
BOARD OF DIRECTORS
Mark Desrosiers GVP, CX North America, Oracle
Carole Middleton Community Activist and Philanthropist
Dixon Doll, Jr.
CEO and Founder, DBM Cloud Systems
Joey Oliva
Broker, OMarshall, Inc. Real Estate & Property Management
Greg Galli
VP of Woodmont Real Estate Services
Konrad Paszkudzki
Artistic Director, Jazz At The Ballroom
Suzanne Waldowski Roche
Executive Director, Jazz At The Ballroom
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DONORS Barbara and Steve Hearst Carole Middleton Suzanne Roche
Angelika and Nurbol Sultan Welch Family Partnership Foundation Linda and Max Woo Zanello Family Trust Deborah Demartini Maureen and Bill Gilmartin Mary Lou and Jim Harris Joy Ingham Taube Philanthropies
$25,000+
10,000+
5,000+
2500+ Annette Alioto Ann and Chris Aristides Bonny and Mike Armacost Julia and Doug Boszhardt Paige and Chuck Cattano Wallace Chane Sarah and DR Doll Cheryl and Greg Galli Jo and Mike Heffernan Mary and Brett Hofmann Laila and Scott Newton Anne and Jose Oliva Joey Oliva Judith and John Renard Lilli Rey Georgia and Alan Rittenberg Lisa and Mark Rosenthal Anne and James Spencer Lisa and Tom Stephenson Ken Wanzer Judy and Bob Waterman
Sandy and David Asheim Jane and David Jackson Tom King Carine Krikorian Laila Lahood Cristin and William Lis Jordan and Mick Murray Anne Riley Linda Vaughn
Up to $2499
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BUSINESS PARTNERS
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Alex.Brown
Constellation Brands
Diamond Entertainment and Arts
JAX
Jazz 88.3 KSDS
Joey Oliva Real Estate
Kate Siegal Fine Events
KCSM Radio
NC Financial Group
Occam
Oceano Wines
Piedmont Piano Company
St. Clair’s Catering
Steiners Jewelry
Steinway Pianos
The Dylan at SFO
The Inn at Rancho Santa Fe
VENUES AND LOCATIONS OF OUR PUBLIC CONCERTS Belmond El Encanto
Burlingame Public Library
French Club
Haas-Lilienthal House
JAX Tasting Room
JAX Winery Calistoga
Ken Fulk’s Atelier
Local Edition
St. Regis Hotel
Steiners Jewelry
Warwick LA
Wingtip
Mr. Tipples St. Francis Yacht Recording Studio Club Taube Atrium at the SF War Memorial
The Inn at Rancho Santa Fe
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Financials REVENUE
2019
Memberships and ticket sales $134,400.00 Other donations and revenue 94,050 Board donations 50,000 Underwriting/Sponsorships/Grants 16,500 Total Revenue $294,950
EXPENSES Performance Expenses Artist fees Concert production Instrument rental/piano tuning
$126,500 57,180 7,530
Student stipends Total Performance Expenses
3,000 $194,210
Nonprofit/Donation Expenses Student Awards School Awards Contributions to Music Orgs Artist performance fees Nursing homes and hospitals Total Nonprofit/Donation Expenses
Operational Expenses Advertising/PR Staff salaries Insurance Legal & Professional Fees Technology Services Personnel travel Meals & Entertainment Total Operational Expenses TOTAL EXPENSES Net income / (Loss) Beginning Cash Net income / (Loss) Change in Working Capital Ending Cash 12
$6,000 3,000 6,000 9,000 4,750 $28,750
$5,500 120,000 7,630 13,645 5,080 13,000 1,090 $165,945 $388,905 $(93,955) $174,696 (93,955) (33,638) $47,103