2024-08-07T21:49:36-05:00 2023-09-30 841509269 MCMAHAN AND ASSOCIATES LLC PO BOX 5850 AVON CO 81620 990 2022-10-01 841220222 JAZZ AT ASPEN-SNOWMASS JAZZ 9709204996 110 E HALLAM STREET NO 118 ASPEN CO 81611 JAMES HOROWITZ PRESIDENT, CEO 9709264996 2024-08-07 1 0 PAUL J BACKES CPA P00175605 9708458800 2022 2024-08-08 14:25:15Z JAMES HOROWITZ 110 E HALLAM SUITE 104 ASPEN CO 81611 21296155 0 X WWW.JAZZASPEN.ORG X 1992 CO THE MISSION OF JAZ ASPEN SNOWMASS IS TO PRESENT AND PRESERVE JAZZ AND RELATED FORMS OF MUSIC THROUGH WORLD-CLASS FESTIVALS, PERFORMANCES AND EDUCATION PROGRAMS. 36 30 144 225 0 0 10392296 16980230 3653457 3882021 -656 257615 39930 46203 14085027 21166069 65467 46494 0 0 1039209 1115671 0 0 1077514 9354522 12504582 10459198 13666747 3625829 7499322 8959166 17726697 1053045 2321254 7906121 15405443 THE MISSION OF JAZZ ASPEN SNOWMASS IS TO PRESENT AND PRESERVE JAZZ AND RELATED FORMS OF MUSIC THROUGH WORLD-CLASS FESTIVALS, PERFORMANCES AND EDUCATION PROGRAMS. 0 0 10797109 3767134 FESTIVALS AND PERFORMANCES INCLUDE THE JAS CAFE SERIES, JUNE EXPERIENCE AND LABOR DAY EXPERIENCE. THE JAS CAF HOSTED 16 NIGHTS OF PERFORMANCES OVER THE WINTER AND SUMMER SERIES, WHILE THE JAS JUNE EXPERIENCE TOOK OVER DOWNTOWN ASPEN WITH OVER 40 PERFORMANCES TAKING PLACE IN 12 DIFFERENT VENUES. THE JAS LABOR DAY EXPERIENCE ATTRACTED 29,775 ATTENDEES AT THE ANNUAL 3-DAY EVENT. ALONG WITH PERFORMANCES, THE CAFS OFFER MUSIC EDUCATION OPPORTUNITIES THROUGH LISTEN UP! PRE-SHOW DISCUSSIONS WHERE ARTISTS ARE INTERVIEWED ABOUT THEIR MUSICAL BACKGROUNDS AND EXPERIENCES AS WELL AS OFFERING "JAS CAF CORNER" BLOGS AND PROGRAM ADDITIONS HIGHLIGHTING THE HISTORY OF JAZZ. 721244 46494 90907 THE JAS ACADEMY HOSTED 42 STUDENTS FROM SOME OF THE TOP MUSIC SCHOOLS ACROSS THE COUNTY BETWEEN TWO 2-WEEK SUMMER SESSIONS. STUDENTS WORK WITH FACULTY FROM THE FROST SCHOOL OF MUSIC AT THE UNIVERSITY OF MIAMI, AS WELL AS VISITING PROFESSIONAL JAZZ MUSICIANS DURING THE PROGRAM WHICH FOCUSES ON IDENTIFYING AND ASSISTING THE MOST TALENTED STUDENT ARTISTS EMBRACING JAZZ FUNDAMENTALLY WHILE EXPLORING MYRIAD RELATED AND UNRELATED FORMS OF MUSIC AT THE HIGHEST QUALITY. THE ACADEMY IS A FULL SCHOLARSHIP PROGRAM SUPPORTED ANNUALLY BY A MULTI-YEAR GIFT FROM ED AND SASHA BASS. 307297 23980 LOCAL EDUCATION INITIATIVES PROVIDED OVER $350,000 IN SUPPORT TO LOCAL PUBLIC MIDDLE AND HIGH SCHOOLS, REACHING 15 SCHOOLS AND OVER 1,500 STUDENTS. THESE DONATIONS INCLUDED OVER 2,000 HOURS OF IN-CLASSROOM ASSISTANCE PROVIDED BY PROFESSIONAL MUSICIANS; PRIVATE MUSIC LESSON FUNDING; OVER $40,000 IN NEW AND USED INSTRUMENTS FOR SCHOOL PROGRAMS AS WELL AS INDIVIDUAL STUDENTS IN NEED OF THE FINANCIAL CONTRIBUTION; SCHOLARSHIP FUNDS FOR GRADUATING SENIORS, FUNDING FOR MUSIC CLASS FIELD TRIPS AND MUCH MORE. 11825650 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 97 0 1 144 1 0 0 0 0 0 1 1 0 0 0 0 X 36 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO X X JAZZ AT ASPEN-SNOWMASS 9709204996 110 E HALLAM ASPEN CO 81611 JAMES HOROWITZ PRESIDENT & CEO 40.00 X X 351740 0 21722 ANDREW PAUL CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 JOHN SEYBOLD CO-VICE CHAIR 1.00 X X 0 0 0 RICHARD GOODMAN CO-VICE CHAIR 1.00 X X 0 0 0 DONNA DI IANNI CO-NATIONAL COUNCIL CHAIR 1.00 X 0 0 0 CARI KUHLMAN TREASURER & FINANCE CHAIR 1.00 X X 0 0 0 CHARLES CUNNIFFE JAS CENTER CONSTRUCTION CHAIR 1.00 X 0 0 0 TIM LAROSE AT-LARGE 1.00 X 0 0 0 JAMES S LEVINE PROGRAMMING CHAIR 1.00 X 0 0 0 SCOTT MILLER GOVERNANCE CHAIR 1.00 X 0 0 0 KATHRYN FLECK PEISACH JAS CENTER CAMPAIGN LIAISON CHAIR 1.00 X 0 0 0 DONNA SLADE EDUCATION CHAIR 1.00 X 0 0 0 JUDITH STEINBERG COMPENSATION CHAIR 1.00 X 0 0 0 NAT ZILKHA CO-NATIONAL COUNCIL CHAIR 1.00 X 0 0 0 RICK CRANDALL CHAIRMAN EMERITUS & STRATEGIC PLANNING CHAIR 1.00 X 0 0 0 MONE JIM ANATHAN DIRECTOR 1.00 X 0 0 0 SIDNEY BROWN DIRECTOR 1.00 X 0 0 0 SUSAN CROWN DIRECTOR 1.00 X 0 0 0 KIKI ESRICK DIRECTOR 1.00 X 0 0 0 ROB FAKTOROW DIRECTOR 1.00 X 0 0 0 JOSEPH L FELSON DIRECTOR 1.00 X 0 0 0 KITZIA GOODMAN DIRECTOR 1.00 X 0 0 0 GERALD GRAYSON DIRECTOR 1.00 X 0 0 0 JAMES R JACKOWAY DIRECTOR 1.00 X 0 0 0 CHRIS LACROIX DIRECTOR 1.00 X 0 0 0 ROBERT MANN DIRECTOR 1.00 X 0 0 0 JAMES MARCUS DIRECTOR 1.00 X 0 0 0 EARL MICHIE DIRECTOR 1.00 X 0 0 0 DON ROSENBERG DIRECTOR 1.00 X 0 0 0 DAVID ROTH DIRECTOR 1.00 X 0 0 0 DEBORAH NEWMAN SHARPE DIRECTOR 1.00 X 0 0 0 JOSEPH L SHERMAN DIRECTOR 1.00 X 0 0 0 LONNA STOLPER DIRECTOR 1.00 X 0 0 0 SHAWN THOMSON DIRECTOR 1.00 X 0 0 0 ELISHA ZANDER DIRECTOR 1.00 X 0 0 0 BILL MADSEN DIRECTOR 1.00 X 0 0 0 CHRIS BANK DIRECTOR 1.00 X 0 0 0 HOLLY UPPER SENIOR VICE PRESIDENT 40.00 X 145670 0 9397 CHERYL RUPPEL DIRECTOR OF FINANCE 40.00 X 107436 0 9397 ANDREA BEARD CHIEF OPERATING OFFICER 40.00 X 168925 0 21868 773771 0 62384 4 0 1 0 PYRAMID BISTRO LLC PO BOX 4663 BASALT CO 81621 CATERING 408697 LEAD RESORT MANAGEMENT LLC 610 S WEST END ST ASPEN CO 81611 FACILITY RENTALS 214323 DOOVER PRODUCTIONS LLC 3310 WEST END AVE SUITE 400 NASHVILLE TN 37203 ARTIST FEES 200000 CITADEL SECURITY GROUP PO BOX 326 NIXA MO 65714 EVENT SECURITY 172460 4 13442 73900 16892888 16980230 TICKET SALES 711130 3161659 3161659 CONCESSIONS 722440 579185 579185 MISCELLANEOUS 711130 140777 140777 CLASSES 711130 400 400 3882021 257615 257615 176289 13442 130086 46203 46203 21166069 3882021 0 303818 46494 46494 928032 501077 197891 229064 102601 102601 85038 47992 19523 17523 1070 1070 25555 25555 150983 3475 147508 57907 57907 76321 70737 5584 183753 3832 179921 PROGRAMMING COSTS 6173328 6173328 PRODUCTION/OPERATIONS 4535500 4535500 MARKETING/DEVELOPMENT 1114535 351223 1385 761927 TICKETING FEES 122520 52699 821 69000 63110 39293 23817 13666747 11825650 763583 1077514 6097286 2116475 0 6131204 1957840 8741730 412241 329467 12368 14376 97016 62465 549767 473365 127837 76402 254578 254578 8959166 17726697 927170 2227418 125875 92336 0 1500 1053045 2321254 X 4305304 4336082 3600817 11069361 7906121 15405443 8959166 17726697 7499322 0 X 0 1 X 1 0 X 6564158 2790488 8099270 10485434 17157605 45096955 2966475 42494 3502779 3653457 4542134 14707339 9530633 2832982 11602049 14138891 21699739 59804294 759190 431926 312253 746647 1657350 3907366 199427 199427 958617 431926 312253 746647 1657350 4106793 55697501 -151 -341 927 -656 257615 257394 -151 -341 927 -656 257615 257394 9530482 2832641 11602976 14138235 21957354 60061688 0.92730 0.93190 0.00430 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95911 57164 38747 453856 416201 37655 76402 X 21957354 483824 307461 791285 21166069 0 21166069 14458032 483824 307461 791285 13666747 0 13666747 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED SEPTEMBER 30 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES X X X X 0 CO SILENT AUCTION 189731 13442 176289 130086 OTHER 189731 13442 176289 130086 130086 46203 0 JAKE FORESTER MUSIC AND ARTS FUND 14037 FMV SCHOLARSHIPS TO JAS ACADEMY EQUIPMENT AND REPAIR GRANTS 32457 FMV 1 X X 0 0 0 0 0 0 0 0 0 JAMES HOROWITZ PRESIDENT & CEO 351740 0 0 0 0 0 0 0 21722 0 373462 0 0 0 ANDREA BEARD CHIEF OPERATING OFFICER 168925 0 0 0 0 0 0 0 21868 0 190793 0 0 0 HOLLY UPPER SENIOR VICE PRESIDENT 145670 0 0 0 0 0 0 0 9397 0 155067 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THREE MEMBERS OF THE BOARD HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PRESENTED TO KEY MEMBERS OF MANAGEMENT AND BOARD OFFICERS FOR REVIEW. ONCE REVIEWED AND APPROVED BY THESE MEMBERS THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND EMPLOYEE SHALL BE PROVIDED WITH AND ASKED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. ANNUALLY EACH DIRECTOR, OFFICER AND EMPLOYEE SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIP, POSITIONS OR CIRCUMSTANCES IN WHICH HE/SHE IS INVOLVED THAT HE/SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 15A - EXECUTIVE COMMITTEE 15B - BOARD MAKES THE RECOMMENDATION AND CEO MAKES FINAL DECISION FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST