2025-11-25T08:45:10-06:00 2024-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-01-01 133397823 JAZZ FORUM ARTS INC JAZZ 9146311000 1 DIXON LANE TARRYTOWN NY 10591 MARK MORGANELLI EXECUTIVE DIRECTOR 9146311000 2025-11-24 1 0 CRAIG MAURER P01825115 2126972299 2024 2025-03-06 01:10:19Z X MARK MORGANELLI 1 DIXON LANE TARRYTOWN NY 10591 1502458 0 X WWW.JAZZFORUMARTS.ORG X 1985 NY TO INCREASE THE PUBLIC'S AWARNESS OF AND APPRECIATION FOR JAZZ. 15 15 27 0 0 0 431080 477957 1102827 969482 39360 36627 0 17892 1573267 1501958 0 0 0 0 722749 788198 0 0 13900 848951 735371 1571700 1523569 1567 -21611 1132414 1034508 253655 196860 878759 837648 TO INCREASE THE PUBLIC'S AWARNESS OF AND APPRECIATION FOR JAZZ. 0 0 967469 987374 JAZZFORUM:THE MISSION OF THE ORGANIZATIONIS TO PREENT HIGH QUALITY ARTS EVENTS TO THE PUBLIC FPR LITTLE TO NO COSTS. 175602 EDUCATIONAL AND SUMMER PROGRAMS. 1143071 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 106 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NY X THE ORGANIZATION 9146311000 1 DIXON LANE TARRYTOWN NY 10591 SARA LANGBERT CHAIR 1.00 X 0 0 0 JOHN GUNTHER-MOHR VICE CHAIR 1.00 X 0 0 0 ZACHARY CARTER TRUSTEE 1.00 X 0 0 0 EVAN CHARKES TRUSTEE 1.00 X 0 0 0 MATTHEW COOLEEN TRUSTEE 1.00 X 0 0 0 ROBERT GRAEF TRUSTEE 1.00 X 0 0 0 ROBIN BELL-STEVENS TRUSTEE 1.00 X 0 0 0 NEIL BENSON TRUSTEE 1.00 X 0 0 0 RAYNALD LEVEQUE TRUSTEE 1.00 X 0 0 0 ANTHONY MACELI TRUSTEE 1.00 X 0 0 0 PAULA ROMANOW ETZEL TRUSTEE 1.00 X 0 0 0 ADAM R ROSE TRUSTEE 1.00 X 0 0 0 KATHRYN SLOCUM TRUSTEE 1.00 X 0 0 0 BARRY STRUTT TRUSTEE 1.00 X 0 0 0 DENISE DURHAM WILLIAMS TRUSTEE 1.00 X 0 0 0 MARK MORGANELLI EXECUTIVE DIRECTOR 40.00 X X 154412 0 1165 ELLEN PRIOR CHIEF OPERATING OFFICER 40.00 X 131912 0 1166 286324 0 2331 2 0 1 0 0 21800 114000 342157 477957 JAZZ CLUB INCOME 713990 917884 917884 PROGRAM INCOME 713990 51598 51598 969482 36627 36627 500 21800 500 0 GALLERY INCOME 900099 17892 17892 17892 1501958 987374 0 36627 288655 178966 109689 427150 310425 116725 11538 8040 3498 60855 41619 19236 26500 26500 32750 18850 13900 44012 39994 4018 12758 12758 7834 7834 69227 57528 11699 7583 7583 20823 489 20334 MUSICIANS 348557 348557 REPAIRS AND MAINTENANCE 47732 47484 248 CREDIT CARD FEES 29959 29216 743 UTILITES 26569 22079 4490 61067 51091 9976 1523569 1143071 366598 13900 133302 43724 738165 822183 48635 52548 22046 20707 26935 6980 136991 120068 19333 16923 143998 71443 1132414 1034508 68480 99832 29540 185175 67488 253655 196860 X 878759 837448 200 878759 837648 1132414 1034508 -21611 -19500 0 X 0 1 X 1 0 X 475307 1020866 473761 431080 477957 2878971 187857 469847 834742 1102827 969482 3564755 663164 1490713 1308503 1533907 1447439 6443726 37500 37500 0 37500 37500 6406226 663164 1490713 130853 1533907 36627 3855264 663164 1490713 130853 1533907 36627 3855264 17892 17892 1326328 2981426 1439356 3067814 1501958 10316882 0.62090 1.00000 0.37370 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136991 120068 16923 16923 RIGHT TO USE 66643 SECURITY DEPOSITS 4800 71443 LEASE LIABILITIES 67488 67488 1502458 500 500 1501958 0 1501958 1524069 500 500 1523569 0 1523569 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS X X 0 LTM CONSULTING LLC 71 STONE AVENUE OSSINING NY 10562 PROFESSIONAL FUNDRAISER 0 0 13900 -13900 13900 -13900 22300 21800 500 500 22300 21800 500 500 500 0 X X X X 0 0 0 0 0 0 0 0 0 MARK MORGANELLI EXECUTIVE DIRECTOR 131912 0 22500 0 0 0 0 0 1165 0 155577 0 0 0 BEBOP LLC EXECUTIVE DIRECTOR AND COO 66407 OFFICE RENT 0 BEBOP LLC EXECUTIVE DIRECTOR AND COO 67488 OFFICE LEASE 0 FORM 990, PART VI, SECTION A, LINE 2 THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER ARE CO-OWNERS OF BEBOP LLC, WHICH OWNS THE PROPERTY THAT THE ORGANIZATION RENTS AND OPERATES FROM. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S MANAGEMENT AND THE FINANCE COMMITTTE FOR REVIEW AND AUTHORIZATION OF FILING PROCEDURES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION-SETTING PROCESS FOR THESE INDIVIDUALS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, THE USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AMENDED RETURN BASED ON THE COMPLETION OF THE ORGANIZATION'S FINANCIAL STATEMENT AUDIT FOR THE YEAR ENDED DECEMBER 31, 2024, THIS AMENDED RETURN REFLECTS CHANGES AS FOLLOWS: PART I- LINE- 8, 9, 10, 11, 12, 16A, 16B, 17, 18, 19, 21 AND 22 PART III- LINE- 4A, 4B, AND 4C PART IV- LINE- 12A PART VIII- LINE- 1E, 1F, 1G, 2A, 2B, 2G, AND 12 PART IX- LINE- 11C, 11E, 11G, 12, 13, 17, 24B, 24D, AND 26 PART X- LINE- 17, 26, 27, 28, 32, AND 33 PART XI- LINE- 1, 2, 3, 8, AND 10 PART XII- LINE- 2B AND 2C SCHEDULE A- PART III- SECTION A- LINE- 1, 2, 6, AND 8 SCHEDULE A- PART III- SECTION B- LINE- 9, AND 14 SCHEDULE A- PART III- SECTION C- LINE- 16 SCHEDULE D- PART XI- LINE 1, 2D, 2E, 3, AND 5 SCHEDULE D- PART XII- LINE 1, 2D, 2E, 3, AND 5 SCHEDULE D- PART XIII SCHEDULE G- PART I- LINE 2B, COLUMN V