2025-01-29T07:30:29-06:00 2024-06-30 770602105 MONICA J STERN CPA PLLC 11225 NORTH 28TH DRIVE SUITE A100 PHOENIX AZ 850295608 990 2023-07-01 860331150 JAZZ IN ARIZONA INC JAZZ 6027950464 110 E ROOSEVELT STREET PHOENIX AZ 85004 MARY SUSAN DWYER TREASURER 6027950464 2025-01-23 1 0 MONICA J STERN CPA P00295294 6026748226 2025-01-23 2023 2025-03-06 01:10:19Z GEORGE JACKSON JR 110 E ROOSEVELT STREET PHOENIX AZ 85004 2998378 0 X WWW.THENASH.ORG X 1977 AZ SUPPORTS JAZZ THROUGH PERFORMANCES, EDUCATIONAL PROGRAMS, AND BUILDING A JAZZ COMMUNITY. 12 12 9 0 0 0 492179 2096452 543987 597085 -6513 19917 42716 85399 1072369 2798853 0 0 0 0 501563 508919 0 0 208165 840072 1130833 1341635 1639752 -269266 1159101 1410265 4459811 571123 2422998 839142 2036813 X JAZZ IN ARIZONA SUPPORTS AND CELEBRATES THE RICH TRADITION AND ONGOING INNOVATION OF JAZZ BY PRESENTING QUALITY LIVE PERFORMANCES, PROVIDING UNIQUE EDUCATIONAL PROGRAMS, AND BUILDING A VIBRANT JAZZ COMMUNITY IN THE GREATER PHOENIX AREA AND BEYOND.(CONTINUED ON SCHEDULE O) THE GOAL OF THE ORGANIZATION IS TO CREATE AND NURTURE AN "INTERACTIVE JAZZ COMMUNITY" FOR ITS MEMBERS AND SUPPORTERS, MUSICIANS, STUDENTS AND EDUCATORS, WHILE PROMOTING JAZZ TO THE PUBLIC-AT-LARGE. THE CONSTANT ENGAGEMENT OF NEW AUDIENCES AND COMMUNICATION WITH EXISTING AUDIENCES IS ESSENTIAL TO THE VITALITY OF JAZZ NOW AND FOR THE FUTURE. THE NASH FLOURISHES THROUGH THE GENEROSITY OF INDIVIDUALS, BUSINESSES AND CORPORATIONS, AND FOUNDATIONS. PROMOTIONAL ACTIVITIES INCLUDE THE MAINTENANCE OF OUR WEBSITE, REGULAR EMAIL BLASTS AND NEWSLETTERS, POSTING OF LIVE JAZZ EVENTS ON MULTIPLE COMMUNITY CALENDARS, AND MEDIA RELATIONS FOR THE PURPOSE OF ATTRACTING AUDIENCES AND SUPPORT FOR JAZZ. 0 0 911602 477881 JAZZ IN ARIZONA OPERATES A PERFORMANCE VENUE, THE NASH, WHICH PRESERVES THE CULTURAL TREASURE OF AMERICAN MUSIC HISTORY, SHOWCASES LIVE PERFORMANCES AND ENSURES THE FUTURE OF THE ICONIC ART OF JAZZ FOR GENERATIONS TO COME. PERFORMANCE PROGRAMS INCLUDE CLASSIC JAZZ AND NEW MUSIC PERFORMED BY LOCAL PROFESSIONAL AND TOURING ARTISTS, PERFORMANCES BY STUDENT MUSICIANS; AND WEEKLY JAZZ JAM SESSIONS. THE NASH SERVES THE ENTIRE COMMUNITY BASED ON THE CONVICTION THAT JAZZ IS FOR EVERYONE: CHILDREN, ADULTS, SENIORS AND FAMILIES; MUSICIANS AND NON-MUSICIANS; PRIVILEGED AND UNDER-SERVED YOUTH. THE NASH OPERATES IN COLLABORATION WITH SCHOOLS AND OTHER ARTS AND CULTURE ORGANIZATIONS IN OUR NEIGHBORHOOD, ACROSS THE VALLEY, AND THROUGHOUT AMERICA. AN EXTENSIVE RENOVATION PROJECT WAS COMPLETED IN NOVEMBER 2024. 321596 236573 JAZZ IN ARIZONA CONDUCTS AN INCREASINGLY ROBUST ARRAY OF JAZZ EDUCATION PROGRAMS, INCLUDING: ASSEMBLIES IN ELEMENTARY SCHOOLS AND AT THE NASH THAT INTRODUCE PRIMARY GRADE STUDENTS TO AMERICA'S ORIGINAL ART FORM, JAZZ; SUMMER JAZZ WORKSHOPS AND CAMPS THAT SERVE STUDENTS OF ALL AGES AND EMPHASIZE THE DEVELOPMENT OF SOLO, ENSEMBLE AND IMPROVIZATIONAL SKILLS; AND MASTER CLASSES, CLINICS AND OTHER EDUCATION PROGRAMS THROUGHOUT THE YEAR THAT PROVIDE EXCEPTIONAL INTERACTIONS WITH TOP LOCAL, TOURING AND LUMINARY MUSICIANS. THE NASH ALSO HOSTS WEEKLY JAM SESSIONS THAT PROVIDE AN UNPARALLELED OPPORTUNITY FOR YOUNG MUSICIANS TO GAIN EXPERIENCE BY PLAYING WITH PROFESSIONAL MUSICIANS. AN EDUCATIONAL CENTER WAS COMPLETED IN NOVEMBER 2024, STEPS AWAY FOR THE NASH, THAT OFFERS DYNAMIC MUSIC COURSES FOR CHILDREN, TEENS AND ADULTS. 1233198 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 140 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 6027950464 110 E ROOSEVELT STREET PHOENIX AZ 85004 HERBERT ELY DIRECTOR 3.00 X 0 0 0 JOSEPH BERG DIRECTOR 3.00 X 0 0 0 JENNIFER HOWARD DIRECTOR (BEGIN 7/2023) 3.00 X 0 0 0 TOM KELLY DIRECTOR (BEGIN 4/2024) 3.00 X 0 0 0 RICK NAIMARK DIRECTOR (BEGIN 9/2023) 3.00 X 0 0 0 GERALD SHELLEY DIRECTOR 3.00 X 0 0 0 STUART SIEFER DIRECTOR 3.00 X 0 0 0 RICHARD YARBOUGH DIRECTOR 3.00 X 0 0 0 SUSAN DWYER TREASURER 3.00 X X 0 0 0 LORENE ELY SECRETARY 3.00 X X 0 0 0 JEFF LIBMAN VICE PRESIDENT 3.00 X X 0 0 0 GEORGE JACKSON PRESIDENT 3.00 X X 0 0 0 JOEL GOLDENTHAL EXECUTIVE DIRECTOR 40.00 X 84300 0 0 STEVE MAUN MANAGING DIRECTOR 40.00 X 85000 0 0 169300 0 0 0 0 0 0 0 9353 52245 2034854 91507 2096452 ADMISSION FEES 711190 514816 514816 EDUCATION FEES 611600 55344 55344 CONTACT PERFORMANCES 711190 13400 13400 PROGRAM ADVERTISING 541800 8270 8270 FACILITY USE FEES 531120 5255 5255 597085 12651 12651 78284 71018 7266 7266 7266 68852 9353 93809 -24957 -24957 152067 34698 117369 117369 GAIN ON LEASE MODIFICA 900099 7225 7225 LOSS ON DISPOSAL OF AS 900099 -14238 -14238 -7013 2798853 714454 0 -12053 X 166360 77508 56252 32600 292561 190674 21782 80105 14456 10336 388 3732 35542 20865 5694 8983 64269 64269 431870 412092 10 19768 190126 164891 402 24833 29603 16194 3485 9924 16161 11631 3297 1233 276254 274890 730 634 14594 3523 11071 3933 3933 28497 25647 1425 1425 14656 10665 3966 25 BANK FEES 46677 1314 32756 12607 OTHER EXPENSES 14193 12968 1225 1639752 1233198 198389 208165 162819 403664 406438 16708 88175 773298 4592 2884 2785 12842 9706 4717 9282 1023169 106979 73274 916190 242706 212363 40651 31086 371266 2084630 1410265 4459811 50421 183579 19811 15225 146592 142834 354299 2081360 571123 2422998 X 754142 1263515 85000 773298 839142 2036813 1410265 4459811 1159101 38570 0 X 0 1 X 1 0 X 585593 759551 1059270 492179 2096452 4993045 432564 156719 569250 697690 749152 2605375 38300 41528 68852 148680 1018157 916270 1666820 1231397 2914456 7747100 405490 220753 580750 437275 1619107 3263375 0 405490 220753 580750 437275 1619107 3263375 4483725 5 17 1086 5426 12651 19185 5 17 1086 5426 12651 19185 1018162 916287 1667906 1236823 2927107 7766285 0.57730 0.70570 0.00250 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5600 3600 2000 141483 103379 38104 876086 876086 916190 DEPOSITS - RENT 25287 LIQUOR LICENSE 17625 OPERATING ROU ASSET 2041718 2084630 OPERATING LEASE LIABILITY 2081360 2081360 X 2931232 38570 93809 132379 2798853 0 2798853 1733561 93809 93809 1639752 0 1639752 PART X, LINE 2: AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING EVENT PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING EVENT LINE 1E CONSTRUCTION IN PROGRESS JAZZ BRUNCH 19957 6553 13404 2859 3160 21915 4419 5726 COUNT BASIE ORCHESTRA 58248 2800 55448 2500 7825 11159 28398 5848 78205 9353 68852 5359 10985 33074 32817 11574 93809 -24957 X ADVERTISING 3 91507 FAIR VALUE X TICKETS 1 2859 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LORENE ELY, SECRETARY, IS MARRIED TO BOARD MEMBER HERBERT ELY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR READ THE FORM 990. BALANCES AND DISCLOSURE ITEMS ARE COMPARED TO INTERNAL RECORDS. QUESTIONS ARE SUBMITTED TO THE PREPARER, IF NECESSARY. THE FINAL 990 IS PRESENTED TO THE BOARD BY THE TREASURER AND APPROVED DURING THE BOARD'S REGULAR MONTHLY MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY THE BOARD MEMBERS PER THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE DEVELOPS THE BUDGET (INCLUDING ALL PAID POSITIONS) AND PRESENTS IT TO THE BOARD FOR APPROVAL ON AN ANNUAL BASIS. THE ORGANIZATION USES COMPARABILITY DATA AND WRITTEN DOCUMENTATION OF THE DECISION PROCESS ALONG WITH REVIEW AND APPROVAL OF INDEPENDENT PERSONS FOR ALL SALARIES OF TOP MANAGEMENT AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 AT THIS TIME, THE APPLICATION FOR EXEMPTION CANNOT BE LOCATED. IF LOCATED, THE ORGANIZATION WILL MAKE THEIR APPLICATION FOR RECOGNITION OF EXEMPTION AND ANNUAL INFORMATION RETURNS AVAILABLE UPON REQUEST WITHOUT CHARGE EXCEPT FOR A NOMINAL FEE FOR REPRODUCTION AND ACTUAL POSTAGE COSTS. ANNUAL INFORMATION RETURNS WILL BE AVAILABLE FOR THREE YEARS AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE SUBJECT TO FEDERAL OR STATE PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. FORM 990, PART IX, LINE 11G OTHER CONTRACT WORKER: PROGRAM SERVICE EXPENSES 16,150. MANAGEMENT AND GENERAL EXPENSES 10. FUNDRAISING EXPENSES 19,447. TOTAL EXPENSES 35,607. MUSICIANS: PROGRAM SERVICE EXPENSES 395,942. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 321. TOTAL EXPENSES 396,263.