2025-07-16T12:12:49-05:00 2024-09-30 841509269 MCMAHAN AND ASSOCIATES LLC PO BOX 5850 AVON CO 81620 990 2023-10-01 841220222 JAZZ AT ASPEN-SNOWMASS JAZZ 9709204996 110 E HALLAM STREET NO 118 ASPEN CO 81611 JAMES HOROWITZ PRESIDENT, CEO 9709264996 2025-07-16 1 0 PAUL J BACKES CPA P00175605 9708458800 2023 2025-03-06 01:10:19Z JAMES HOROWITZ 110 E HALLAM SUITE 104 ASPEN CO 81611 30410900 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. 34 32 134 175 0 0 16980230 26134569 3882021 3654431 257615 535514 46203 70211 21166069 30394725 46494 61120 0 0 1115671 1323210 0 0 482031 12504582 11081782 13666747 12466112 7499322 17928613 17726697 34667641 2321254 1333585 15405443 33334056 X 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 9880420 0 3494812 FESTIVALS AND PERFORMANCES INCLUDE THE JAS CAF SERIES, JUNE EXPERIENCE AND LABOR DAY EXPERIENCE. THE JAS CAF HOSTED 20 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 28,514 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. 733964 0 145599 THE JAS ACADEMY HOSTED 46 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. IN 2024 JAS LAUNCHED A NEW AFRO-CARIBBEAN SESSION ATTRACTING A WIDER RANGE OF MUSICIANS THAN YEARS PAST. 322502 61120 14020 LOCAL EDUCATION INITIATIVES PROVIDED OVER $255,000 IN SUPPORT TO LOCAL PUBLIC MIDDLE AND HIGH SCHOOLS, REACHING 15 SCHOOLS AND OVER 1,500 STUDENTS. THIS INCLUDED SUPPORT FOR JAS'S NEWEST EDUCATION PROGRAM LAUNCHED IN 2024, THE JAS STREET HORNS, DESIGNED FOR ADVANCED MIDDLE AND HIGH SCHOOL STUDENTS INTERESTED IN A HIGH-LEVEL BAND EXPERIENCE WITH THEIR PEERS ACROSS THE WESTERN SLOPE. STUDENTS STUDY AND PERFORM WITH OTHER ADVANCE STUDENTS AT A LEVEL THEY ARE LIKELY NOT PARTICIPATING IN AT SCHOOL. THE GROUP MEETS MONTHLY THROUGHOUT THE YEAR FOR A REHEARSAL AND PERFORMANCE, WORKING WITH LOCAL MUSICIANS, AS WELL AS PROFESSIONAL MUSICIANS TRAVELING TO THE AREA TO PERFORM FOR JAS. THIS YEAR LONG COMMITMENT ENDS WITH AN EXCITING SPRING BREAK TRIP TO NEW ORLEANS! ALL EXPENSES FOR STREET HORN PARTICIPATION, INCLUDING THE TRIP, ARE COVERED BY JAS. 10936886 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 134 1 0 0 0 0 0 1 1 0 0 0 0 X 34 32 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 373687 0 0 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 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 LIAISO 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 & STRATE 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 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 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 165736 0 0 ANDREA BEARD CHIEF OPERATING OFFICER 40.00 X 194396 0 0 CHERYL RUPPEL DIRECTOR OF FINANCE 40.00 X 127236 0 0 861055 0 0 4 0 1 0 ZENITH TOURING INC 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 MUSICIANS 2000000 THREE FLIGHTS TOURING INC 700 HARRIS ST 201 CHARTLOTTESVILLE VA 22903 MUSICIANS 1250000 TWO UP TWO DOWN LLC PO BOX 121859 NASHVILLE TN 37212 MUSICIANS 750000 ASPEN SKIING COMPANY 407 ABC STE S ASPEN CO 81611 CATERING AND EVENT OPERATIONS 592753 BROWN NOTE PRODUCTIONS 471 EAST 124TH AVE THORNTON CO 80241 AV AND STAGING 250574 5 8199 78126 26048244 1250865 26134569 TICKET SALES 711130 2975185 2975185 CONCESSIONS 722515 487368 487368 MISCELLANEOUS 711130 191878 191878 3654431 535514 535514 86386 8199 16175 70211 70211 30394725 3654431 0 605725 10000 10000 51120 51120 947858 501400 207458 239000 276895 276895 98457 33835 45999 18623 25897 25897 31514 31514 750 750 37312 37312 183615 2450 181165 57861 57861 15771 9771 6000 177893 177893 PROGRAMMING COSTS 5213267 5213267 PRODUCTION/OPERATIONS 4662791 4662791 MARKETING/DEVELOPMENT 519660 370314 5000 144346 TICKETING FEES 126050 79155 4895 42000 29401 2783 26618 12466112 10936886 1047195 482031 2116475 16819812 6131204 2579339 8741730 13735075 329467 381071 14376 16578 62465 102723 1267601 489136 76402 778465 254578 254578 17726697 34667641 2227418 1246721 92336 86864 1500 0 2321254 1333585 X 4336082 6362783 11069361 26971273 15405443 33334056 17726697 34667641 17928613 0 X 0 1 X 1 0 X 2790488 8099270 10485434 17157605 26134569 64667366 42494 3502779 3653457 4542134 3740817 15481681 2832982 11602049 14138891 21699739 29875386 80149047 431926 312253 746647 1657350 9002412 12150588 0 431926 312253 746647 1657350 9002412 12150588 67998459 -341 927 -656 257615 535514 793059 -341 927 -656 257615 535514 793059 2832641 11602976 14138235 21957354 30410900 80942106 0.84010 0.92730 0.00980 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95911 59975 35936 462356 429161 33195 709334 709334 778465 X 30934217 523317 16175 539492 30394725 0 30394725 13005604 523317 16175 539492 12466112 0 12466112 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 94585 8199 86386 16175 OTHER 94585 8199 86386 16175 16175 70211 1 ROARING FORK SCHOOL DISTRICT CRYSTAL RIVER ELEMENTARY SCHOOL 400 SOPRIS AVE CARBONDALE CO 81623 10000 0 DONATION TO LOCAL SCHOOLS DONATION TO LOCAL SCHOOLS 1 JAKE FORESTER MUSIC AND ARTS FUND 19450 FMV SCHOLARSHIPS TO JAS ACADEMY EQUIPMENT REPAIR GRANTS 31670 FMV PRIMARLY USED BY SCHOOL CLASSROOMS PART I, LINE 2: DONATIONS TO LOCAL SCHOOLS 1 X X 0 0 0 0 0 0 0 0 0 JAMES HOROWITZ PRESIDENT & CEO 351809 351809 0 0 21878 0 0 0 0 0 373687 351809 0 0 ANDREA BEARD CHIEF OPERATING OFFICER 171915 171915 0 0 22481 0 0 0 0 0 194396 171915 0 0 HOLLY UPPER SENIOR VICE PRESIDENT 156101 156101 0 0 9635 0 0 0 0 0 165736 156101 0 0 X 10 1250865 FMV 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