Civic Intelligence

Evergreen Jazz Festival

EIN 47-0875505 • 501(c)3 • Evergreen, CO

Profile

Produce the annual Evergreen Jazz Festival

PO Box 3775Evergreen, CO 80437-3775

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

50th percentile

1.6%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-4.8%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,647

Up $2,123 (+4.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$45,647

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$134,524

Down $6,769 (-4.8%) from 2024

Expenses

Down

$132,401

Down $21,734 (-14%) from 2024

Net Income

Up

$2,123

Up $14,965 (+117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $17,106Liabilities 2012: $15,0002012Assets 2013: $6,730Liabilities 2013: $02013Assets 2014: $22,733Liabilities 2014: $02014Assets 2015: $32,197Liabilities 2015: $02015Assets 2016: $38,410Liabilities 2016: $02016Assets 2017: $36,405Liabilities 2017: $02017Assets 2018: $50,323Liabilities 2018: $02018Assets 2019: $42,420Liabilities 2019: $02019Assets 2020: $98,842Liabilities 2020: $02020Assets 2021: $110,637Liabilities 2021: $0Net Assets 2021: $110,6372021Assets 2022: $72,064Liabilities 2022: $0Net Assets 2022: $72,0642022Assets 2023: $56,366Liabilities 2023: $02023Assets 2024: $43,524Liabilities 2024: $02024Assets 2025: $45,647Net Assets 2025: $45,6472025

Highlighted filing

2025

Assets$45,647
Liabilities-
Net Assets$45,647
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $118,476Expenses 2012: $104,196Net Income 2012: $14,2802012Revenue 2013: $102,116Expenses 2013: $100,466Net Income 2013: $1,6502013Revenue 2014: $113,471Expenses 2014: $97,468Net Income 2014: $16,0032014Revenue 2015: $119,143Expenses 2015: $109,679Net Income 2015: $9,4642015Revenue 2016: $126,781Expenses 2016: $120,568Net Income 2016: $6,2132016Revenue 2017: $121,689Expenses 2017: $123,694Net Income 2017: -$2,0052017Revenue 2018: $131,148Expenses 2018: $117,230Net Income 2018: $13,9182018Revenue 2019: $121,825Expenses 2019: $129,728Net Income 2019: -$7,9032019Revenue 2020: $72,105Expenses 2020: $15,683Net Income 2020: $56,4222020Revenue 2021: $26,831Expenses 2021: $15,036Net Income 2021: $11,7952021Revenue 2022: $100,467Expenses 2022: $139,040Net Income 2022: -$38,5732022Revenue 2023: $141,337Expenses 2023: $157,035Net Income 2023: -$15,6982023Revenue 2024: $141,293Expenses 2024: $154,135Net Income 2024: -$12,8422024Revenue 2025: $134,524Expenses 2025: $132,401Net Income 2025: $2,1232025

Highlighted filing

2025

Revenue$134,524
Expenses$132,401
Net Income$2,123
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,647
Liabilities
-
Net assets
$45,647
Revenue
$134,524
Expenses
$132,401
Net income
$2,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.35$1.32$0.02
2024Summary only. Only limited summary data is available for this year.$0.44$0.00$1.41$1.54$0.13
2023Summary only. Only limited summary data is available for this year.$0.56$0.00$1.41$1.57$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.00$1.39$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.27$0.15$0.12
2020Summary only. Only limited summary data is available for this year.$0.99$0.00$0.72$0.16$0.56
2019Summary only. Only limited summary data is available for this year.$0.42$0.00$1.22$1.30$0.08
2018Summary only. Only limited summary data is available for this year.$0.50$0.00$1.31$1.17$0.14
2017Summary only. Only limited summary data is available for this year.$0.36$0.00$1.22$1.24$0.02
2016Summary only. Only limited summary data is available for this year.$0.38$0.00$1.27$1.21$0.06
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$1.19$1.10$0.09
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$1.13$0.97$0.16
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$1.02$1.00$0.02
2012Summary only. Only limited summary data is available for this year.$0.17$0.15$1.18$1.04$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 24, 2026
Return Version
2024v5.2
Gross Receipts
$134,524
Mission and Program Overview

Mission

Produce the annual Evergreen Jazz Festival

Program Services

DescriptionGrantsExpenses
Presented the 22nd annual Evergreen Jazz Festival, the only event ofits kind in Colorado. For 3 days world-class bands provided greattraditional Jazz in 5 distictive venues, enjoyed by 2,000 attendees.$28,530$104,715
Provided extensive youth educational programs$0$16,160
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy PotthoffPresidentPT$0--
Bryan BellSecretary-$0--
Sue DunlopTreasurerPT$0--
Charles HaarhuesVice President-$0--
Cassandra WaterburyBoard Member-$0--
Justin RogersBoard Member-$0--
Sandra SimmonsBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Evergreen Jazz Festival
EIN
47-0875505
Phone
3036975467
Address
PO Box 3775, Evergreen, CO 80437-3775

Signing Officer

Name
Sue Dunlop
Title
Treasurer
Phone
3036975467
Signed
2026-01-24

Preparer

Firm
James Moore & Associates PC
Address
3131 S Vaughn Way 120, Aurora, CO 80014
Preparer
James Moore
Phone
3037524500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Other income 1535.”

Form 990EZ, Part I, Line 16

“Education 16170.”

Form 990EZ, Part I, Line 16

“Fundraising expense 0.”

Form 990EZ, Part I, Line 16

“Office 1240.”

Form 990EZ, Part I, Line 16

“Production 8305.”

Form 990EZ, Part I, Line 16

“Community relations 550.”

Form 990EZ, Part I, Line 16

“Miscellaneous 2620.”

Raw XML Appendix204 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wendy Potthoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bryan Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sue Dunlop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Charles Haarhues
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cassandra Waterbury
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Justin Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sandra Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028885
IRS990EZ/OtherRevenueTotalAmt01535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Produce the annual Evergreen Jazz Festival
IRS990EZ/PrintingPublicationsPostageAmt013703
IRS990EZ/ProgramServiceRevenueAmt058400
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided extensive youth educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028530
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132401
IRS990EZ/TotalProgramServiceExpensesAmt0120875
IRS990EZ/TotalRevenueAmt0134524
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0290825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058400
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248707
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other income 1535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Education 16170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising expense 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office 1240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Production 8305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Community relations 550.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sue Dunlop
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03036975467
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evergreen Jazz Festival
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0470875505
ReturnHeader/Filer/PhoneNum03036975467
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3775
ReturnHeader/Filer/USAddress/CityNm0Evergreen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0804373775
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841450885
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James Moore & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 S Vaughn Way 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aurora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080014
ReturnHeader/PreparerPersonGrp/PhoneNum03037524500
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Moore
ReturnHeader/ReturnTs02026-01-24T09:06:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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