2019-10-07T14:51:20-07:00 2018-12-31 770460195 McGilloway Ray Brown & Kaufman 379 WEST MARKET STREET SALINAS CA 93901 990 2018-01-01 946036515 Monterey Jazz Festival MONT 8313733366 PO Box JAZZ Monterey CA 93940 Carsbia Anderson Jr President 2019-10-07 true Patricia M Kaufman CPA P00312047 8313733337 2018 2020-01-14 16:20:31Z Colleen Bailey PO Box JAZZ Monterey CA 93940 4510882 false false X www.MontereyJazzFestival.org X 1958 CA The Monterey Jazz Festival celebrates the legacy of jazz, expands its boundaries, and provides opportunities to experience jazz through the creative production of performances and educational programs. 15 15 114 350 900 805290 929758 3437937 3011600 -10555 30681 37702 67005 4270374 4039044 0 0 1167578 1199293 0 288468 2965035 3194968 4132613 4394261 137761 -355217 2193254 1709420 290207 253216 1903047 1456204 The Monterey Jazz Festival celebrates the legacy of jazz, expands its boundaries, and provides opportunities to experience jazz through the creative production of performances and educational programs. false false 3021812 2889348 Monterey Jazz Festival - The nonprofit Monterey Jazz Festival is the longest continuously-running jazz festival in the world, and has presented nearly every major jazz artist every year since its inception in 1958. Held annually on the 20-acre Monterey County Fairgrounds, the Festival is considered an international icon and model for all subsequent multi-stage music festivals. Five-hundred top jazz artists perform throughout the weekend on eight stages over three nights and two days each third full weekend in September. Every year, through its marketing and promotional efforts. the Festival gathers over 60 million impressions in local, national, and international print and digital media outlets, on the ground, and through its web site. 823577 128271 For over half a century, Monterey Jazz Festival has been changing lives and perpetuating Americas music through an innovative series of year-found Jazz Education Programs and community outreach. These programs reach over 60,0000 students annually in Monterey County, nationally and internationally. Current programs include the Next Generation Jazz Festival, the Next Generation Jazz Orchestra, the Next Generation Women in Jazz Combo, Monterey Jazz in the Schools, the Monterey County Honor Ensembles, Summer Jazz Camp, the Artist-in-Residence Program, Big Band Composition Competition, Instrument Bank and scholarship and internship programs. Nearly 250,000 plays are heard by online users annually through the Festivals Digital Music Education Project on Sound Cloud, a Web-based jazz education initiative. 3845389 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false true false false false false false false false false false false false true false false false false false false false false true 148 0 true 114 true false false false false false false false false 0 false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false CA X Tony Caparelli 8313733366 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 Luis Alvarez Past President 1.00 0.00 X 0 0 0 Carsbia Anderson Jr President 4.00 0.00 X X 0 0 0 James Costello Director 1.00 0.00 X 0 0 0 Clint Eastwood Director 1.00 0.00 X 0 0 0 Ken Gordon Director 1.00 0.00 X 0 0 0 Michael Fields Director 1.00 0.00 X 0 0 0 Howard Fisher Director 1.00 0.00 X 0 0 0 Peter Gordon Vice President 2.00 0.00 X X 0 0 0 Letty Ledbetter Director 1.00 0.00 X 0 0 0 Terrence O'Connor Director 1.00 0.00 X 0 0 0 Peter Orr Director 1.00 0.00 X 0 0 0 Scott Scheid Secretary 1.00 0.00 X X 0 0 0 Laura Zehm Treasurer 2.00 0.00 X X 0 0 0 Kevin Cartwright Director 1.00 0.00 X 0 0 0 Mimi Hahn Director 1.00 0.00 X 0 0 0 Tony Caparelli Finance Dir. 40.00 0.00 X 83209 0 9896 Colleen Bailey Executive Dir. 40.00 0.00 X 94997 0 6429 Tim Jackson Artistic Dir. 30.00 0.00 X 171000 0 0 349206 16325 1 false true false McCune AudioVideo Lighting 101 Utah Ave S San Francisco CA 94080 Sound & Video Servic 186991 7th District Agricultural Association 2004 Fairgrounds Rd Monterey CA 93940 Fairgrounds Rental 125381 Aqua Terra Culinary Inc 529 Central Ave Ste 3 Pacific Grove CA 93950 Catering Service 181891 MoGo Marketing & Media Inc 21 Tamal Vista Blvd Ste 207 Corte Madera CA 94925 Advertising Agency 119632 Norah Jones 1212 6th Ave Fl 7 New York NY 10036 Artist 130000 5 64816 47150 817792 54140 929758 Advertising Income 519100 900 900 Jazz Education 711300 122251 122251 Monterey Jazz Festival 711300 2888449 2888449 3011600 32715 32715 0 0 6020 6020 6020 6020 344185 346219 -2034 -2034 -2034 184204 64816 125619 58585 58585 2400 2400 2400 0 0 4039044 3016720 900 91666 X 0 0 0 0 365530 272387 38490 54653 0 568367 500852 30052 37463 0 71544 63606 2789 5149 193852 157538 15290 21024 0 64 64 63494 1465 62029 0 0 11818 11818 358961 243410 31000 84551 294076 243554 73 50449 33992 30733 828 2431 0 0 24301 1092 22681 528 398155 390406 5254 2495 0 0 10387 10387 0 23387 12872 8903 1612 69812 53244 6668 9900 Artist Fees 713333 713333 Stage Expense 292619 292419 200 Catering 196574 196574 Facility Rental 188554 188554 515441 483286 14142 18013 4394261 3845389 260404 288468 99966 119169 535208 18640 86400 183550 1854 0 0 0 27876 0 53637 19468 827163 483800 366750 343363 864576 1058835 0 0 0 61691 61691 2193254 1709420 114139 106771 20000 156068 146445 290207 253216 X 1335341 1091743 467876 273551 99830 90910 1903047 1456204 2193254 1709420 -355217 -91626 X false true X true false X 409084 603172 1198094 805290 929758 3945398 2568410 2864310 2960052 3437741 3017620 14848133 209924 107217 168143 151822 186604 823710 0 0 3187418 3574699 4326289 4394853 4133982 19617241 42158 125000 5000 216000 118650 506808 0 42158 125000 5000 216000 118650 506808 19110433 46432 26015 41425 26028 32715 172615 0 46432 26015 41425 26028 32715 172615 0 466 376 842 3233850 3600714 4368180 4421257 4166697 19790698 0.96560 0.98000 0.00870 0.01040 X 864576 257219 -62960 1058835 691690 70578 102308 864576 680347 7320 28604 24581 691690 758326 5183 -59819 23343 680347 1366830 1000 22377 631881 758326 0.86900 0.08500 0.04600 false false false 57600 57600 408431 151844 256587 27656 26462 1194 333476 305494 27982 343363 X 4094187 -91626 32968 125619 66961 4027226 11818 11818 4039044 4541030 32968 125619 158587 4382443 11818 11818 4394261 Part V, Line 4: Intended uses of the endowment fund. The permanently restricted endowment fund is to provide funding for the MJF County High School All-Star Band Program. The board designated endowments are to support operations and supplement income in case of sponsorship decline. Funds can also be used to expand the Education Program beyond Monterey County. Part X : FIN48 Footnote The Festival believes that it has appropriate support for any tax positions taken, and therefore does not have any uncertain tax positions that are material to the financial statements for the years ended December 31, 2018. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Expense $125619 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Expense $125619 false Gala 229962 64816 165146 78526 227 10000 19912 Jazz Hacienda 17701 17701 247663 64816 182847 78526 227 10000 19912 108665 74182 X true X X X X X false false false false false false false false false false Tim Jackson Artistic Dir. 171000 171000 Part I, Line 1a: Relevant information in regards to selections on 1a. The Executive and Artistic Directors are given small discretionary accounts to use on meals and entertainment. These are part of the budget, which is approved and monitored by the board. X Lodging 1 42000 FMV X Supplies 1 12140 FMV false true false Form 990, Part VI, Line 11b: Form 990 Review Process The Audit Committee reviews the organizations Form 990 and distributes the form to the full Board of Directors with their recommendation to approve. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each Board member is asked to sign a new Conflict of Interest Policy at the beginning of each year, which asks that they disclose any potential conflict of interest. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Executive Committee is responsible for reviewing the performance and compensation of the Executive and Artistic Directors annually and whenever a modification in compensation is proposed and shall make a recommendation to the full Board for their approval. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Executive Committee is responsible for reviewing the performance and compensation of the Artistic Director annually and whenever a modification in compensation is proposed and shall make a recommendation to the full Board for their approval. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available As part of its due diligence and commitment to transparency, the festival makes available at its office, upon request, its governing documents, policies and financial statements. Those interested can also contact the organization at 831-373-3366. Form 990, Part IX, Line 24e: Other Expenses Bank and Merchant Fees: Column (A) - Total = $122055; Column (B) - Program Services = $114626; Column (C) - Management & General = $401; Column (D) - Fundraising = $7028 Form 990, Part IX, Line 24e: Other Expenses Dues & subscriptions: Column (A) - Total = $33847; Column (B) - Program Services = $18831; Column (C) - Management & General = $5190; Column (D) - Fundraising = $9826 Form 990, Part IX, Line 24e: Other Expenses Equipment Rental: Column (A) - Total = $86498; Column (B) - Program Services = $86498; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Merchandising: Column (A) - Total = $130930; Column (B) - Program Services = $130930; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Other expense: Column (A) - Total = $2009; Column (B) - Program Services = $2009; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Postage and Mailing: Column (A) - Total = $11091; Column (B) - Program Services = $9512; Column (C) - Management & General = $713; Column (D) - Fundraising = $866 Form 990, Part IX, Line 24e: Other Expenses Repairs & maintenance: Column (A) - Total = $6166; Column (B) - Program Services = $2178; Column (C) - Management & General = $3988; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Security : Column (A) - Total = $91555; Column (B) - Program Services = $91555; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Stanford Archives: Column (A) - Total = $13902; Column (B) - Program Services = $13902; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Tax & License: Column (A) - Total = $17388; Column (B) - Program Services = $13245; Column (C) - Management & General = $3850; Column (D) - Fundraising = $293