Jazz Club of Sarasota, Inc.
SARASOTA FL 34236-7040

To promote, preserve, perform and educate people about jazz, the original American music art form.

CEO/Executive Director No Executive Director
Board Chair Mrs. Peg McKay Pluto
Board Chair Affiliation Jazz Club of Sarasota
General Info
Tax Exempt Status Public Supported Charity
Incorporation Year 1981
State Charitable Solicitations Permit Yes Nov 2018
State Registration Yes Sept 0
Financial Summary
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement

Our top accomplishments are:  

  1. A week long internationally acclaimed festival.
  2. Over 20 Jazz at Two concerts.   
  3. Three-six evening concerts and three free concerts in Venice.
  4. Scholarships awarded to deserving students who want to study jazz.
  5. Provide teaching artists in schools.
  6. Collaboration with Westcoast Black Theatre Troupe on Jazzlinks, an education program for 11th grade students.
Needs Statement
  1. Additional funding needed to sustain high quality jazz performances - $35,000.
  2. Collaborate with other arts organizations such as the Art Center & West Coast Black Theatre Troupe - $25,000
  3. Outreach into South County & Manatee County - $10,000
  4. Expand the audience through advertising and marketing. - $5,000
  5. Revive the High School Jazz Festival - $10,000


Background Statement

The Jazz Club of Sarasota began when Evelyn and Hal Davis (VP/Gray Advertising, Benny Goodman/publicist) left New York for Sarasota. In 1979 they ran an ad asking others to join them in listening to jazz records in their condo. From there the Jazz Club was born. The first live concert in 1980 presented noted jazz guitarist and Davis friend Bucky Pizzarelli as headliner with Bucky’s 20-year-old son John (now a jazz and Broadway star) debuting before 280 fans. Hal’s decision to book an acclaimed musician set the bar high and the Club’s reputation drew major musicians.Davis presided for 10 years. Jerry Roucher succeeded him for the next 10, until 2000, when membership past 2,500 and volunteers presented some 100 events a year. Top jazz musicians were featured (e.g., Count Basie, Rosemary Clooney). Young careers were also launched (Diana Krall). The Club continues to present over 50 programs a year. Except for a part-time officer manager and a few consultants, volunteers handle all events. Financial aid has come from public and private grants, sponsors, donations and bequests.


· Ongoing: Festivals grow from 3 days/3 events in 1981 to 10 days/9 events in 2016

· 1980: 1st Sarasota Jazz Sounds (newsletter)

· 1980s: Scholarship program begins (8 awards in 2015).

· 1983: 1st Jazz on the Water

· 1984: Club co-founds Amer. Fed. of Jazz Societies, joins Professional Alliance of Performing Arts

  • 1987: 1st annual Satchmo (35+ awardees by 2015, e.g., Duke Ellington, Lionel Hampton, Gerry Mulligan, Marian McPartland, George Shearing, Dave Brubeck, Dick Hyman, Branford Marsalis)
  • 1988: 1st Jazz in the Park (with Arts Council)

· 1990: Festival grows to five concerts. 1st Jazz at Noon (now Jazz at 2). Club starts High School residency program.

· 1997: 1st week-long festival (Jazz in the Park, concerts, 100 musicians); 2,500 members. Club starts

Website, creates JazzLinks, nationally recognized jazz/U.S. history curriculum for 5th-graders

· 1998: 1st Jazz Caravan by Trolley (700+ attendees in 2015)

· 2008: 1st HS Jazz Festival

· 2006:1st set of Venice Jazz Concerts

· 2015: 1st Oktoberfest pub crawl (8 venues), 3 Jazz Meets Art events, 2nd Jazz on the Water

2016: Collaboration with Westcoast Black Theatre Troupe for three part education program connecting African-American history and jazz music for high school students. 

For 35 years the Jazz Club has been a contributor to the area's cultural life and one of the most respected jazz societies in the world.

Areas Served
Areas Served
FL- Sarasota
FL- Manatee
Service Categories
Primary Org Type Arts,Culture & Humanities
Secondary Org Type Education
Tertiary Org Type Youth Development
Statement from the Board Chair/Board President

Our goal is to rebuild the Jazz Club of Sarasota by increasing awareness of the importance of Jazz, the original American art form. Our hope is to enlarge our audiences with a wider scope of music and to collaborate with other compatible arts and civic organizations. In 2016-2017 we hope to emphasize Blues, Latin, and other forms of jazz. Our mission is to “promote, preserve, perform and educate people about Jazz. This begins in our schools where students of any age can attend concerts free, and teachers and parents benefit from reduced rates. We implemented the Jazzlinks Education program in 2015-2016 into the high schools and would like to continue this project in 2016-2017. Re-establishing the High School Jazz Festival in 2017 will increase our educational programs by emphasizing musical skills and how jazz relates to American history. Currently our season consists of over 20 Jazz at Two concerts, evening concerts, free concerts in Venice and a week- long internationally acclaimed annual festival. Added additional events in the summer, Jazz Meets Art, a collaboration with Art Center Sarasota and early fall, Oktoberfest, will increase the audiences to all of Sarasota County and the surrounding areas. Our vision is ambitious but achievable.


The Sarasota Jazz Festival is week-long celebration that includes an outdoor Jazz-in-the Park event, Jazz Trolley stopping at 8 local restaurants and clubs, lectures/films and four evening concerts featuring nationally-known musicians, such as Dick Hyman, Bucky Pizzarelli, Arturo Sandoval and Ken Peplowski, as well as outstanding local and regional players focusing on "straight-ahead jazz." This event is one of the major festivals in the country, running since 1980, to bring the best of American's original art form to audiences at a reasonable ticket price. Over the years a "Who's Who" of jazz, featuring world-class performers such as George Shearing, Dave Brubeck and Marian McPartland, have appeared and young artists, such as Diana Krall and Byron Stripling, have been launched. This program fits the mission:To promote, preserve, perform and educate people about jazz."

Budget $58,000
Category Arts, Culture & Humanities, General/Other Music Festivals
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified Adults Children and Youth (0 - 19 years)
Short Term Success

The Sarasota Jazz Festival is designed to give audiences of all ages the experience of listening and engaging with the highest quality of jazz performances in a variety of settings in the community and enrich their lives through music.

Long Term Success The long-term success of The Jazz Festival is evidenced by its 35-year history. From the first Festival in 1980, the quality and numbers of performers and events have increased, with an appreciative audience attending from throughout the United States and internationally. The Festival is an established event in the community's arts calendar!
Program Success Monitoring

Monitoring is accomplished through ticket sales, audience surveys, interviews of selected participants at various Festival events.

Program Success Examples Audiences vote with their wallets and their feet. The continued support of the Jazz Festival is evidence of program success. Audience surveys are analyzed and in addition to numbers, comments from patrons are evaluated and considered for the future. Enthusiastic applause is perhaps the best indicator. An estimated 80% of survey respondents "strongly agreed" or "agree" that the performance was a meaningful music  experience.

The Jazz Club of Sarasota has a series of performances to throughout the year to reach different audiences with excellent local, regional musicians. These include over 20 of the popular Jazz at 2 Concerts held on Friday afternoons during season and three outdoor concerts held at Centennial Park in Venice. Jazz fans can enjoy “jazz on the water” with two cruises around Sarasota Bay. An Oktoberfest pub crawl will repeat one of the Festival successes with jazz playing at eight local restaurants and clubs. A new collaboration with the Art Center, Jazz Meets Art, is scheduled for four events during the summer and two more in September & October.

Budget $38,000
Category Arts, Culture & Humanities, General/Other Music
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified Adults Children and Youth (0 - 19 years)
Short Term Success The yearly schedule of event is designed to reach a variety of audiences with either free or reasonable admission to quality jazz performances. The club provides free tickets for students and discounted tickets for parents and teachers.  These events also serve the club’s goal of employing musicians and making jazz part of the community’s ongoing arts & cultural offerings. 
Long Term Success

The long-term success of the events is their incremental growth. Jazz at Two started about 12 years ago with six concerts yearly. The favorable response of the audience, primarily seniors, and a request for more performances has resulted in the 20 concerts presented now. Similarly the Venice outreach began with one performance and has now grown to three. Likewise, the one yearly jazz cruise has increased to two. The Oktoberfest pub crawl is a spin-off from the Jazz Trolley held during the festival. Jazz Meets Art is a new program, signaling the club’s intent to collaborate with other community organizations.

Program Success Monitoring

Monitoring is accomplished by attendance and selected audience surveys.

Program Success Examples

Attendance is the primary indicator of the success of these events, as well as anecdotal responses. Audience surveys will be analyzed as part of the evaluation for these events.


The Jazz Club’s Education Program has three aspects: Scholarships, High School Jazz Festival and In-School Teaching Artist. Each year 3 – 10 college scholarships are awarded on merit to students interested in pursuing jazz as a major area of study. The awards go directly to the educational institution. Over $200,000 has been awarded since the inception of the program. The High School Jazz Festival will be re-instated in 2017 and gives high school bands the opportunity to perform and receive feedback from professional musicians. The Festival was on hiatus due to a lack of funding. Jazzlinks was re-established in 2016. Jazzlinks is a vivid demonstration of two organizations partnering to incorporate the arts and culture into schools. This project gives students role models for careers in the arts and community arts management. Both organizations partner with the Arts & Cultural Alliance, libraries, tourist initiatives and business.

Budget $24,500
Category Education, General/Other Student Financial Aid
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) Adults General/Unspecified
Short Term Success

The Education Program is designed to educate and inspire students to study and appreciate jazz as the original American art form. Once students begin to hear and learn about jazz, they realize how it is also the basis of contemporary music. More than just learning to play “as written”, jazz gives students the opportunity and encouragement to improvise – and motivates the ability to compose. These programs are prime examples of how music and the other art forms contribute to student learning and success, validated by research.

Long Term Success

The long-term success of the Education Program is evidenced by scholarship winners who have successfully completed university degrees and are now working as professional musicians. Others have given anecdotal reports about how playing jazz has impacted their lives. Reports from high school teachers relate how the experience of participating in the High School Jazz Festival has taught them and their students and improved their performance. The in-school class experience is part of the EdExploreSRQ website.

Program Success Monitoring Monitoring is accomplished for the Scholarship program by analyzing student submission of compact disc/video of their performance, interviews and committee work. The high school festival is evaluated in terms of attendance and ratings by the professional judges. The in-school program is accessed through surveys by the artist and classroom teacher
Program Success Examples

The scholarship committee maintains contact with winners and follows their progress. 

Feedback from high school band instructors and professional judges are considered, as well as attendance figures. In-school class surveys are analyzed
Program Comments by Organization Our goal is to build on our past success and expand the quality of our programs and services.
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email N/A
Former CEOs/Executive Directors
Mr. David Walrath Jan 2013 - Dec
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 1
Staff Retention Rate % N/A
Professional Development Yes
Contractors 1
Volunteers 40
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation N/A
Currently working with Art Center Sarasota in joint series. A successful Jazzlinks Education Program occurred in 2016 through collaboration with Westcoast Black Theatre Troupe. Curriculum adapted for High School. Proposal submitted for a second year. 
Arts and Cultural Alliance of Sarasota County1988
Manatee Chamber of Commerce2017
External Assessments and Accreditations
Awards & Recognition
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Management Comments by Organization Although the Jazz Club has been a successful music organization for the last 35 years, the areas of management and governance need improvement. We recognize the need to institute policies, procedures and planning that will not only improve our internal structure, but also provide the stability to improve our status in the arts and general community. We have made progress and will continue this process.
Multi-Media Comments by Organization Multi-Media is an area still needing improvement. A new website was designed and we have increased our presence on facebook.  New Board member Andrea Martone is head of this committee to improve media. She is a professional PR and Media specialist. 
Board Chair
Board Chair Mrs. Peg McKay Pluto
Company Affiliation Jazz Club of Sarasota
Board Term Jan 2015 to Dec 2017
Board Chair Email admin@jazzclubsarasota.com
Board Members
Board Members
Ms. Carolyn Curry Retired
Mr. Prince Knight Retired
Mr. Don Levine Retired
Mr. Ed Linehan Retired
Ms. Sandy Livon Retired
Mr. Gene McGowan Retired
Mr George McLain Attorney
Ms. Peg McKay Pluto Hospitality Industry
Ms Nancy Roucher Arts Education
Mr Dave Walrath Retired
Mr. Bob Weitz Retired
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 9
Hispanic/Latino 0
Native American/American Indian 1
Other 0 0
Board Gender
Male 7
Female 5
Unspecified 0
Board Term Lengths 2
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 10
Board Meeting Attendance % 74
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 25
% of Board Making In-Kind Contributions 100
Standing Committees
Communications / Promotion / Publicity / Public Relations
Community Outreach / Community Relations
Program / Program Planning
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Governance Comments by Organization We recognize the need to strengthen our governance and organizational structure. We have worked with a consultant to diversify the board and implement appropriate policies.
Fiscal Year Projections
Fiscal Year Start Month Sept
Fiscal Year Start Day 01
Fiscal Year Begins 2016
Fiscal Year End Month Aug
Fiscal Year End Day 31
Fiscal Year Ends 2017
Projected Revenue $157,734.00
Projected Expenses $157,920.00
Organization has Endowment No
Endowment Spending Policy N/A
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
Government Contributions$39,350$14,159$12,704
Individual Contributions$60,958$64,950$98,711
Investment Income, Net of Losses$9,605($1,939)$9
Membership Dues$20,465$19,293$29,856
Special Events$0$0$0
Revenue In-Kind$0$0$0
Expense Allocation
Fiscal Year201620152014
Program Expense$225,576$135,659$118,768
Administration Expense$60,175$52,515$66,328
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.871.111.30
Program Expense/Total Expenses79%72%64%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$156,599$193,246$168,560
Current Assets$156,318$189,104$164,022
Long-Term Liabilities$0$0$0
Current Liabilities$12,439$9,618$6,478
Total Net Assets$144,160$183,628$162,082
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountTicket Sales $117,838Ticket Sales $112,018Contributions, gifts, grants $98,711
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $60,958Contributions, gifts, grants $64,950Ticket Sales $91,038
Third Highest Funding Source & Dollar AmountGovernment Grants - Unspecified $39,350Membership Dues $19,293Membership Dues $29,856
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities12.5719.6625.32
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization Like all non-profits we need donors and a fundraising plan in order to have a solid financial foundation. We are working to build a stronger board  and institute new policies and procedures that will enable us to operate in a more business like fashion.  We will request assistance from an experienced non-profit consultant.
Financial Comments by Foundation Financial information taken from Federal 990s and audited financial compilations.  Contributions include foundation and corporate support.
Nonprofit Jazz Club of Sarasota, Inc.
Address 330 S PINEAPPLE AVE STE 111
SARASOTA , FL 34236 7040
Phone 941 366-1552