JAZZ AT ASPEN-SNOWMASS (EIN 841220222) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

JAMES HOROWITZ

Phone

9709204996

Tax Period

2023-10-01 to 2024-09-30

JAZZ AT ASPEN-SNOWMASS, founded in 1992, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $30.4M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17.9M, a strong 59% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,134,569

Program Service Revenue $3,654,431

Investment Income $535,514

Other Revenue $70,211

TOTAL REVENUE $30,394,725

Expense Breakdown

Grants Paid $61,120

Salaries & Benefits $1,323,210

Fundraising Expenses $482,031

Program Expenses $10,936,886

Other Expenses $11,081,782

TOTAL EXPENSES $12,466,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,394,725	$21,166,069	+0.4%
Expenses	$12,466,112	$13,666,747	-0.1%
Net Income	$17,928,613	$7,499,322	+1.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

134

Volunteers

175

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$373,687

Total Directors

$373,687

Key Employees

$360,132

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HOROWITZ	PRESIDENT & CEO	40.00	Officer Director	$373,687	$0	$373,687
ANDREW PAUL	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
JOHN SEYBOLD	CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD GOODMAN	CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
DONNA DI IANNI	CO-NATIONAL COUNCIL CHAIR	1.00	Director	$0	$0	$0
CARI KUHLMAN	TREASURER & FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
TIM LAROSE	AT-LARGE	1.00	Director	$0	$0	$0
JAMES S LEVINE	PROGRAMMING CHAIR	1.00	Director	$0	$0	$0
SCOTT MILLER	GOVERNANCE CHAIR	1.00	Director	$0	$0	$0
KATHRYN FLECK PEISACH	JAS CENTER CAMPAIGN LIAISO	1.00	Director	$0	$0	$0
DONNA SLADE	EDUCATION CHAIR	1.00	Director	$0	$0	$0
JUDITH STEINBERG	COMPENSATION CHAIR	1.00	Director	$0	$0	$0
NAT ZILKHA	CO-NATIONAL COUNCIL CHAIR	1.00	Director	$0	$0	$0
RICK CRANDALL	CHAIRMAN EMERITUS & STRATE	1.00	Director	$0	$0	$0
MONE JIM ANATHAN	DIRECTOR	1.00	Director	$0	$0	$0
SIDNEY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CROWN	DIRECTOR	1.00	Director	$0	$0	$0
KIKI ESRICK	DIRECTOR	1.00	Director	$0	$0	$0
ROB FAKTOROW	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH L FELSON	DIRECTOR	1.00	Director	$0	$0	$0
GERALD GRAYSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES R JACKOWAY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS LACROIX	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MANN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MARCUS	DIRECTOR	1.00	Director	$0	$0	$0
EARL MICHIE	DIRECTOR	1.00	Director	$0	$0	$0
DON ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROTH	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH NEWMAN SHARPE	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH L SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN THOMSON	DIRECTOR	1.00	Director	$0	$0	$0
ELISHA ZANDER	DIRECTOR	1.00	Director	$0	$0	$0
BILL MADSEN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BANK	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY UPPER	SENIOR VICE PRESIDENT	40.00	Key Emp	$165,736	$0	$165,736
ANDREA BEARD	CHIEF OPERATING OFFICER	40.00	Key Emp	$194,396	$0	$194,396
CHERYL RUPPEL	DIRECTOR OF FINANCE	40.00	Highest	$127,236	$0	$127,236

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$30,394,725	$12,466,112	$34,667,641	$17,928,613
2023	$21,166,069	$13,666,747	$17,726,697	$7,499,322
2022	$14,085,027	$10,459,198	$8,959,166	$3,625,829
2021	$11,239,996	$9,472,267	$5,325,438	$1,767,729
2020	$2,832,641	$2,139,791	$4,359,966	$692,850
2019	$10,230,272	$10,263,817	$3,398,335	$-33,545
2018	$10,560,682	$10,464,341	$3,186,165	$96,341

JAZZ AT ASPEN-SNOWMASS