2026-08-13T19:37:58-05:00 2025-09-30 841509269 MCMAHAN AND ASSOCIATES LLC PO BOX 5850 AVON CO 81620 990 2024-10-01 841220222 JAZZ AT ASPEN-SNOWMASS JAZZ 9709204996 110 E HALLAM STREET NO 118 ASPEN CO 81611 JAMES HOROWITZ PRESIDENT, CEO 9709264996 2026-08-13 1 0 PAUL J BACKES CPA P00175605 9708458800 2024 2025-03-06 01:10:19Z JAMES HOROWITZ 110 E HALLAM SUITE 118 ASPEN CO 81611 18109266 0 X WWW.JAZZASPENSNOWMASS.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 26134569 13060374 3654431 4180855 535514 756005 70211 7457 30394725 18004691 61120 42412 0 0 1323210 1732117 0 0 814469 11081782 13853797 12466112 15628326 17928613 2376365 34667641 39637220 1333585 3926799 33334056 35710421 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 12826729 4180855 FESTIVALS AND PERFORMACES INCLUDE THE JAS CAFE SERIES, JUNE EXPERIENCE AND LABOR DAY EXPERIENCE. THE JAS CAFE HOSTED 11 NIGHTS OF PERFORMANCES OVER THE WINTER AND SUMMER SERIES. IN A TAKEOVER OF DOWNTOWN ASPEN, THE JAS JUNE EXPERIENCE FEATURED OVER 40 PERFORMANCES ACROSS 12 DIFFERENT VENUES. THE JAS LABOR DAY EXPERIENCE ATTRACTED 27,963 ATTENDEES FOR THE ANNUAL 3 DAY MUSIC FESTIVAL IN SNOWMASS, CO. ALONG WITH PERFORMANCES, THE JAS CAFE SERIES OFFERS MUSIC EDUCATION INCLUDING, THE 'LISTEN UP! PRE-SHOW', A LIVE ARTIST INTERVIEW GIVING AUDIENCES INSIGHTS INTO THE PERFORMER'S MUSICAL EXPERIENCES AND BACKGROUND, AND THE "JAS CAFE CORNER", WHICH HIGHLIGHTS THE HISTORY OF JAZZ MUSIC WITH A BLOG AND OTHER PROGRAM ADDITIONS. 555362 THE JAS ACADEMY HOSTED 46 COMPETITIVELY SELECTED STUDENTS FROM THE TOP MUSIC SCHOOLS IN THE UNITED STATES OVER TWO SESSIONS FOCUSED ON EITHER BIG BAND OR AFRO-CARIBBEAN BIG BAND. SELECTED STUDENTS WORK WITH FACULTY FROM THE FROST SCHOOL OF MUSIC AT THE UNIVERSITY OF MIAMI, AS WELL AS VISITING PROFESSIONAL JAZZ MUSICIANS. THE PROGRAM 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 LEVEL OF QUALITY. THE CURRICULUM ALSO FEATURES INSTRUCTION ON THE BUSINESS OF MUSIC, GIVING STUDENTS VALUABLE INSIGHTS INTO THE CAREER PATH OF A PROFESSIONAL MUSICIAN. THE JAS ACADEMY IS A FULL SCHOLARSHIP PROGRAM SUPPORTED ANNUALLY BY A MULTI-YEAR GIFT FROM ED AND SASHA BASS. 539193 42412 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, THE JAS STREET HORNS, DESIGNED FOR ADVANCED MIDDLE AND HIGH SCHOOL STUDENTS BASED ON THE WESTERN SLOPE INTERESTED IN A HIGH-LEVEL BAND EXPERIENCE. STUDENTS STUDY AND PERFORM WITH OTHER ADVANCED STUDENTS AT A LEVEL THEY ARE UNLIKELY TO RECEIVE IN A SCHOOL SETTING. THE GROUP MEETS MONTHLY THROUGHOUT THE YEAR FOR A REHEARSAL AND VARIOUS PERFORMANCES, WORKING WITH LOCAL MUSICIANS, AS WELL AS PROFESSIONAL MUSICIANS TRAVELING TO THE AREA TO PERFORM FOR JAS. THIS YEAR LONG COMMITMENT INCLUDES AN EXCITING AND EDUCATIONAL SPRING BREAK TRIP TO NEW ORLEANS! ALL EXPENSES FOR STREET HORN PARTICIPATION, INCLUDING THE TRIP, ARE COVERED BY JAS. 13921284 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 126 0 134 1 0 0 0 0 0 0 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 440426 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 230629 0 0 ANDREA BEARD CHIEF OPERATING OFFICER 40.00 X 261903 0 0 CHERYL RUPPEL DIRECTOR OF FINANCE 40.00 X 145879 0 0 CORREE ISLEY JAS CAFE DEVELOPMENT MANAG 40.00 X 126064 0 0 1204901 0 0 5 0 1 0 STING - STEERPIKE PRODUCTIONS LLC 250 W 57TH STREET FLOOR 23 NEW YORK NY 10107 ARTIST PERFORMANCE FEES 1025000 CITADEL SECURITY GROUP LLC PO BOX 326 NIXA MO 65714 SECURITY SERVICES 233664 GANT - LEAD RESORT MANAGEMENT LLC 610 S WEST END STREET ASPEN CO 81611 LODGING, MEETING ROOMS 201402 BELLY UP ASPEN LLC 450 S GALENA ST 202 ASPEN CO 81611 MUSIC VENUE RENTAL 122640 ASPEN SKIING COMPANY PO BOX 1248 ASPEN CO 81612 PARKING LOT RENTALS, PRODUCTION SERVICES 114131 5 1625 65550 12993199 820852 13060374 TICKET SALES 711130 3518214 3518214 CONCESSIONS 722515 495654 495654 MISCELLANEOUS 711130 165887 165887 CLASSES 711130 1100 1100 4180855 756005 756005 112032 1625 104575 7457 7457 18004691 4180855 0 763462 11000 11000 31412 31412 1204901 516445 370433 318023 52988 52988 357654 161906 105325 90423 116574 52772 34329 29473 21467 13715 7752 32353 32353 163526 4796 151845 6885 60599 534 60065 10468 4468 6000 96489 105 96384 PROGRAMMING COSTS 6992774 6992774 PRODUCTION/OPERATIONS 5327805 5327805 MARKETING/DEVELOPMENT 587840 443420 3744 140676 VIP - DECK 213433 213433 347043 107426 18380 221237 15628326 13921284 892573 814469 16819812 13649768 2579339 2687892 13735075 11526360 381071 593860 16578 16578 102723 133784 11249906 499604 778465 10750302 254578 278676 34667641 39637220 1246721 3729537 86864 197262 1333585 3926799 X 6362783 16836320 26971273 18874101 33334056 35710421 34667641 39637220 2376365 0 X X 0 1 X 1 0 X 8099270 10485434 17157605 26134569 13058999 74935877 3502779 3653457 4542134 3740817 4221145 19660332 11602049 14138891 21699739 29875386 17280144 94596209 312253 746647 1657350 9002412 3713200 15431862 0 312253 746647 1657350 9002412 3713200 15431862 79164347 927 -656 257615 535514 756005 1549405 927 -656 257615 535514 756005 1549405 11602976 14138235 21957354 30410900 18036149 96145614 0.82340 0.84010 0.01610 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10604139 10604139 95911 62694 33217 549856 436910 112946 10750302 X 18574413 465148 104574 569722 18004691 0 18004691 16198048 465148 104574 569722 15628326 0 15628326 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES SILENT AUCTION 38915 38915 14986 OTHER 74742 1625 73117 13351 5007 71231 113657 1625 112032 13351 5007 86217 104575 7457 1 ROARING FORK SCHOOL DISTRICT CRYSTAL RIVER ELEMENTARY SCHOOL 400 SOPRIS AVE CARBONDALE CO 81623 11000 0 DONATION TO LOCAL SCHOOLS DONATION TO LOCAL SCHOOLS JAKE FORESTER MUSIC AND ARTS FUND 10365 FMV SCHOLARSHIPS TO JAS ACADEMY EQUIPMENT REPAIR GRANTS 21047 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 416066 0 0 0 24360 0 0 0 0 0 440426 0 0 0 ANDREA BEARD CHIEF OPERATING OFFICER 235822 0 0 0 26081 0 0 0 0 0 261903 0 0 0 HOLLY UPPER SENIOR VICE PRESIDENT 219649 0 0 0 10980 0 0 0 0 0 230629 0 0 0 X 17 820852 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 FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.