Nonprofit · EIN 84-1305072
THE VAIL JAZZ FOUNDATION INC
Tax-exempt · VAIL, CO 81658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $705,910 | $866,139 | -$160,229 | $337,622 | $62,855 | $274,767 |
| December 31, 2023 | 990 | $1,030,115 | $1,651,862 | -$621,747 | $459,524 | $24,528 | $434,996 |
| December 31, 2022 | 990 | $137,996 | $129,482 | $8,514 | $1,090,536 | $17,973 | $1,072,563 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $534,592
- Program service revenue
- $145,505
- Investment income
- $14,319
- Net income from sales of inventory
- $4,494
- Other revenue
- $11,494
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $98,500
- Other salaries and wages
- $136,901
- Salaries, compensation and benefits (total)
- $268,327
- Professional fundraising fees
- $0
- Legal fees
- $4,007
- Accounting fees
- $28,408
- Occupancy
- $30,979
- Travel
- $9,853
- Depreciation
- $236
- Program services (functional)
- $455,785
- Management and general (functional)
- $320,346
- Fundraising (functional)
- $90,008
Balance sheet and other
- Total assets, start of year
- $459,524
- Total assets, end of year
- $337,622
- Total liabilities, end of year
- $62,855
- Net assets, end of year
- $274,767
- Land, buildings and equipment
- $354
- Publicly traded securities
- $206,164
- Net assets without donor restrictions
- $165,434
- Net assets with donor restrictions
- $109,333
- Gross receipts
- $710,771
- Employees
- 4
- Volunteers
- 17
- Year formed
- 1995
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE POPE | EXECUTIVE DI Officer | 40 | $98,500 |
| ANNELIESE SWIFT | INCOMING EXE Officer | – | $0 |
| ROBIN DEIGHAN | PRESIDENT Trustee or director, Officer | 15 | $0 |
| PETE BRILL | SECRETARY Trustee or director, Officer | 1 | $0 |
| CHRIS ROWBERRY | TREASURER Trustee or director, Officer | 1 | $0 |
| JOHN CLAYTON JR | DIRECTOR Trustee or director | 5 | $0 |
| CATHERINE A STONE | DIRECTOR Trustee or director | 5 | $0 |
| FRED W FRAILEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMANDA BLEVINS | EXECUTIVE DI Former | 40 | $106,127 | $2,344 |
| STEVE POPE | EXECUTIVE DI Officer | 40 | $63,000 | $0 |
| PETE BRILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN CLAYTON JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARRET DAVIES | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| JOHN DAWSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBIN DEIGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED W FRAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS ROWBERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE A STONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH VALENTE | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2022: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA BLEVINS | EXECUTIVE DI Officer | 40 | $26,950 |
| CATHERINE A STONE | DIRECTOR Trustee or director | 1 | $0 |
| PETE BRILL | DIRECTOR Trustee or director | 1 | $0 |
| JOHN CLAYTON JR | DIRECTOR Trustee or director | 1 | $0 |
| GARRET DAVIES | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JOHN DAWSEY | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN DEIGHAN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES G DULIN | DIRECTOR Trustee or director | 1 | $0 |
| FRED W FRAILEY | DIRECTOR Trustee or director | 1 | $0 |
| JOANN HICKEY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| MENDEL MELZER | TREASURER Trustee or director, Officer | 1 | $0 |
| STEVE POPE | SECRETARY Trustee or director, Officer | 1 | $0 |
| CHRIS ROWBERRY | DIRECTOR Trustee or director | 1 | $0 |
| LARRY S STEWART | DIRECTOR Trustee or director | 1 | $0 |
| ALAN TANENBAUM | DIRECTOR Trustee or director | 1 | $0 |
| SARAH VALENTE | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| WILLIAM W VERITY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3035, VAIL, CO 81658-3035
- In care of
- % HOWARD L STONE
- Principal officer (990 for 2024)
- ANNELIESE SWIFT, PO BOX 3035, VAIL, CO 81658
- Signed the 990
- ANNELIESE SWIFT, INCOMING EXE DIR
- Phone
- (970) 479-6146
- Website
- VAILJAZZ.ORG
- Return prepared by
- ALTRUIC ADVISORS CPAS
Mission
TO PERPETUATE JAZZ MUSIC THROUGH THE PRESENTATION OF JAZZ PERFORMANCES AND EDUCATIONAL PROGRAMS.
Program accomplishments
- THE VAIL JAZZ FESTIVAL FEATURES A JAM-PACKED LINEUP WITH SEVERAL HEADLINERS THAT JOIN TOGETHER TO PLAY IN GROUP PERFORMANCES, MULTI-ARTIST JAM SESSIONS, AND INSPIRING MULTIMEDIA TRIBUTES TO JAZZ LEGENDS. LOCATED AT THE MANOR VAIL LODGE, FACING VAIL MOUNTAIN, THE VAIL JAZZ FESTIVAL HAS CEMENTED ITS REPUTATION AS THE PREMIER LABOR DAY WEEKEND EVENT.Expenses $361,238 · revenue $110,673
- THE VAIL JAZZ WORKSHOP IS AMONG PRE-COLLEGE MUSICIANS' MOST COVETED MUSIC SCHOLARSHIPS. EACH YEAR, A DOZEN OF NORTH AMERICA'S MOST DEDICATED, GIFTED, AND PROMISING YOUNG JAZZ MUSICIANS ARE CHOSEN FROM A BROAD FIELD OF TALENTED APPLICANTS TO PARTICIPATE IN THE 9-DAY VAIL JAZZ WORKSHOP IN VAIL, COLORADO. IN CONJUNCTION WITH THE VAIL JAZZ FESTIVAL, THIS HIGHLY- REGARDED SUMMER PROGRAM ENTERS ITS 30TH YEAR, MENTORING OVER 300 HIGH SCHOOL-AGED MUSICIANS SINCE ITS INCEPTION. THE VJ WORKSHOP PROVIDES A UNIQUE LEARNING ENVIRONMENT FOR STUDENT MUSICIANS.Expenses $51,440 · revenue $34,832
- VAIL JAZZ GOES TO SCHOOL: VAIL JAZZ GOES TO SCHOOL HAS BROUGHT JAZZ EDUCATION TO 4TH AND 5TH GRADERS ACROSS EAGLE COUNTY FOR THE PAST 29 YEARS. TAUGHT BY TOP JAZZ MUSICIANS AND EDUCATORS IN THE VAIL VALLEY, THE PROGRAM IS ANCHORED IN THE IDEA THAT MEMORIES ARE MADE BY EMBRACING THE ENERGY OF IN-PERSON PERFORMANCE: LIVING IN THAT MOMENT, ENVIRONMENT, AND ATMOSPHERE.Expenses $43,107
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-1305072
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $337,622
- Income (IRS master file)
- $710,771
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $705,910 | $866,139 | $337,622 | XML |
| 990 | December 2023 | $1,030,115 | $1,651,862 | $459,524 | XML |
| 990 | December 2022 | $137,996 | $129,482 | $1,090,536 | XML |
| 990 | October 2022 | $1,609,797 | $1,214,332 | $1,075,661 | IRS |
| 990 | October 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1305072).
Questions about THE VAIL JAZZ FOUNDATION INC
- What is the EIN of THE VAIL JAZZ FOUNDATION INC?
- The employer identification number (EIN) of THE VAIL JAZZ FOUNDATION INC is 84-1305072.
- Is THE VAIL JAZZ FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THE VAIL JAZZ FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE VAIL JAZZ FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE VAIL JAZZ FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE VAIL JAZZ FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE VAIL JAZZ FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names ANNELIESE SWIFT.
- Who are the officers and directors of THE VAIL JAZZ FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $98,500 (STEVE POPE, EXECUTIVE DI).
- How much revenue does THE VAIL JAZZ FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $705,910, expenses of $866,139 and total assets of $337,622 at year end.
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All nonprofits in VAIL · Colorado · Arts, culture and humanities