2026-02-05T18:26:53-06:00 2025-06-30 770602105 MONICA J STERN CPA PLLC 11225 NORTH 28TH DRIVE SUITE A100 PHOENIX AZ 850295608 990 2024-07-01 860331150 JAZZ IN ARIZONA INC JAZZ 6027950464 110 E ROOSEVELT STREET PHOENIX AZ 85004 MARY SUSAN DWYER TREASURER 6027950464 2026-02-03 1 1 MONICA J STERN CPA P00295294 6026748226 2026-01-27 2024 2025-03-06 01:10:19Z GEORGE JACKSON JR 110 E ROOSEVELT STREET PHOENIX AZ 85004 2279983 0 X WWW.THENASH.ORG X 1977 AZ SUPPORTS JAZZ THROUGH PERFORMANCES, EDUCATIONAL PROGRAMS, AND BUILDING A JAZZ COMMUNITY. 12 12 20 60 0 0 2096452 1181228 597085 610688 19917 12225 85399 162213 2798853 1966354 0 0 0 0 508919 586447 0 19750 180166 1130833 1343732 1639752 1949929 1159101 16425 4459811 6392271 2422998 4405067 2036813 1987204 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 1025555 617946 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. 513534 178840 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 FROM THE NASH, THAT OFFERS DYNAMIC MUSIC COURSES FOR CHILDREN, TEENS AND ADULTS. 1539089 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 116 0 1 20 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 0 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 3.00 X 0 0 0 TOM KELLY DIRECTOR 3.00 X 0 0 0 RICK NAIMARK DIRECTOR 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 (END 4/30/25) 40.00 X 85000 0 4800 STEVE MAUN MANAGING DIRECTOR 40.00 X 85000 0 0 170000 0 4800 0 0 0 0 0 11329 31600 1138299 66985 1181228 ADMISSION FEES 711190 500001 500001 EDUCATION FEES 611600 89435 89435 CONTACT PERFORMANCES 711190 12399 12399 PROGRAM ADVERTISING 541800 5028 5028 FACILITY USE FEES 531120 3825 3825 610688 5171 5171 189298 178597 3647 10701 -3647 7054 7054 10424 11329 34840 -24416 -24416 282643 96545 186098 186098 OTHER 900099 531 531 531 1966354 796786 0 -11660 X 167840 73154 61118 33568 363058 270429 9231 83398 9894 5448 120 4326 45655 29676 5935 10044 90434 90434 19750 19750 397987 397381 8 598 152793 142755 62 9976 28693 23528 232 4933 43406 38879 4097 430 415023 409179 1551 4293 9645 3925 5720 13580 8038 5542 81182 78530 1696 956 24020 19404 3887 729 FEES 45199 775 44424 SUPPLIES AND CONSUMABLE 41770 37988 2337 1445 1949929 1539089 230674 180166 403664 151911 16708 60340 773298 828982 2884 2010 9706 5219 9282 32156 1731395 171711 916190 1559684 212363 15705 31086 21521 2084630 3714743 4459811 6392271 183579 36257 15225 25339 142834 307413 2081360 4036058 2422998 4405067 X 1263515 1158222 773298 828982 2036813 1987204 4459811 6392271 16425 -22104 -43930 0 X 0 1 X 1 0 X 759551 1059270 492179 2096452 1181228 5588680 156719 569250 697690 749152 893331 3066142 38300 41528 68852 10424 159104 916270 1666820 1231397 2914456 2084983 8813926 220753 580750 437275 1619107 666478 3524363 0 220753 580750 437275 1619107 666478 3524363 5289563 17 1086 5426 12651 5171 24351 17 1086 5426 12651 5171 24351 916287 1667906 1236823 2927107 2090154 8838277 0.59850 0.57730 0.00280 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1362679 50289 1312390 328309 121422 206887 40407 40407 1559684 DEPOSITS - RENT 24287 LIQUOR LICENSE 17625 OPERATING ROU ASSET 3672831 3714743 OPERATING LEASE LIABILITY 4036058 4036058 X 1979090 -22104 34840 12736 1966354 0 1966354 1984769 34840 34840 1949929 0 1949929 PART X, LINE 2: AS OF JUNE 30, 2025, 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 X X X X X 1 JOEL R GOLDENTHAL 15810 N 38TH PLACE PHOENIX AZ 85032 SOLICITING MAJOR GIFTS AND PLANNED GIVING 0 0 13750 -13750 SYNERGY PARTNERS CONSULTING LLC 4518 E GLENROSA AVENUE PHOENIX AZ 85018 FUNDRAISING CONSULTING SUPPORT 0 0 5000 -5000 18750 -18750 JAZZ BRUNCH 21753 11329 10424 2550 18923 8938 4429 21753 11329 10424 2550 18923 8938 4429 34840 -24416 SCHEDULE G, PART I, LINE 2B IV CONTRIBUTIONS RELATED TO PROFESSIONAL FUNDRAISING ACTIVITIES ARE NOT SPECIFICALLY TRACKED. JOEL GOLDENTHAL EXECUTIVE DIRECTOR THROUGH 4/2025 13750 FUNDRAISING CONSULTANT AFTER EMPLOYMENT ENDED 0 X ADVERTISING 3 66985 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 TREASURER AND THE MANAGING DIRECTOR READ THE FORM 990. BALANCES AND DISCLOSURE ITEMS ARE COMPARED TO INTERNAL RECORDS. QUESTIONS ARE SUBMITTED TO THE PREPARER OR TREASURER, 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 11,157. MANAGEMENT AND GENERAL EXPENSES 8. FUNDRAISING EXPENSES 598. TOTAL EXPENSES 11,763. MUSICIANS: PROGRAM SERVICE EXPENSES 386,224. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 386,224.