MONTEREY JAZZ FESTIVAL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY JAZZ FESTIVAL (EIN 94-6036515)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-30
- IRS object ID
- 201802429349300035
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-30T11:12:30-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770460195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGilloway Ray Brown & Kaufman | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 379 WEST MARKET STREET | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946036515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Jazz Festival | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8313733366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box JAZZ | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Luis Alvarez | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia M Kaufman CPA | PreparerPersonNm |
| PTIN | P00312047 | PTIN |
| Phone | 8313733337 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Colleen Bailey | PrincipalOfficerNm |
| Gross Receipts | $5,140,957 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.MontereyJazzFestival.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 135 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $12,116 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,069 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,198,094 | PYContributionsGrantsAmt |
| CY Contributions Grants | $805,290 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,960,052 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,437,937 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$49,986 | PYInvestmentIncomeAmt |
| CY Investment Income | -$10,555 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,890 | PYOtherRevenueAmt |
| CY Other Revenue | $37,702 | CYOtherRevenueAmt |
| PY Total Revenue | $4,140,050 | PYTotalRevenueAmt |
| CY Total Revenue | $4,270,374 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,037,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,167,578 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $77,064 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,925,623 | PYOtherExpensesAmt |
| CY Other Expenses | $2,965,035 | CYOtherExpensesAmt |
| PY Total Expenses | $3,963,395 | PYTotalExpensesAmt |
| CY Total Expenses | $4,132,613 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $176,655 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $137,761 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,930,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,193,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $280,881 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $290,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,650,093 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,903,047 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,793,901 | ExpenseAmt |
| Revenue | $3,245,691 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $764,199 | ExpenseAmt |
| Revenue | $180,130 | RevenueAmt |
| Desc | Monterey Jazz Festival annually provides 3,000+ young people with direct access to the nationally recognized jazz musicians and music instructors. These programs not only help fill an educational gap in our schools underfunded music programs, but provide an advanced curriculum for extensive performance opportunities to foster creativity, and build character and teamwork for the next generation's jazz musicians. Monterey Jazz Festival Education Programs, include: the Monterey Jazz in the Schools (MJIS) Program, Summer Jazz Camp, three Honor Ensembles, and an Instrument Bank & Sheet Music Library. National programs include the Next Generation Jazz Orchestra and the Next Generation Jazz Festival, which bring the best student musicians throughout the U.S. to Monterey County to practice and perform with our local young talent. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,558,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 135 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Colleen Bailey | PersonNm |
| Phone | 8313733366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9699 Blue Larkspur Ln Ste 204 | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Luis Alvarez | |||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carsbia Anderson Jr | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| James Costello | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Clint Eastwood | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jay S Edmonds Jr MD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Fields | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Howard Fisher | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peter Gordon | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Letty Ledbetter | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Terrence O'Connor | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peter Orr | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Scheid | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Zehm | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Colleen Bailey | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $107,533 | $0 | $6,974 | |
| Tim Jackson | |||||||
| Artistic Dir. | 30.00 | 0.00 | Yes (X) | $166,533 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $274,066 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,974 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| McCune AudioVideo Lighting | |||||
| 101 Utah Ave S | San Francisco | CA | 94080 | Sound & Video Servic | $183,845 |
| 7th District Agricultural Association | |||||
| 2004 Fairgrounds Rd | Monterey | CA | 93940 | Fairgrounds Rental | $130,427 |
| Cohen & Company Inc | |||||
| 1749 Skyview Dr | Paso Robles | CA | 93446 | Accounting Service | $123,160 |
| MoGo Marketing & Media Inc | |||||
| 21 Tamal Vista Blvd Ste 207 | Corte Madera | CA | 94925 | Advertising Agency | $119,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $49,072 | FundraisingAmt |
| Government Grants | $30,000 | GovernmentGrantsAmt |
| All Other Contributions | $726,218 | AllOtherContributionsAmt |
| Noncash Contributions | $17,034 | NoncashContributionsAmt |
| Total Contributions | $805,290 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | BusinessBusinessCd | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Advertising Income | $12,116 | $12,116 | ||
| Jazz Education | $180,130 | 711300 | $180,130 | |
| Monterey Jazz Festival | $3,245,691 | 711300 | $3,245,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,437,937 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,010 | TotalRevenueColumnAmt |
| Exclusion | $26,010 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $719,700 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $756,265 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$36,565 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,565 | TotalRevenueColumnAmt |
| Exclusion | -$36,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $146,997 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $49,072 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,278 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,719 | TotalRevenueColumnAmt |
| Exclusion | $32,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $4,585 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $40 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,545 | TotalRevenueColumnAmt |
| Exclusion | $4,545 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $438 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $438 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,270,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,426,259 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,116 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,041 | TotalAmt |
| Program Services | $245,023 | ProgramServicesAmt |
| Management And General | $28,627 | ManagementAndGeneralAmt |
| Fundraising | $7,391 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,095 | TotalAmt |
| Program Services | $686,332 | ProgramServicesAmt |
| Management And General | $44,112 | ManagementAndGeneralAmt |
| Fundraising | $21,651 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,215 | TotalAmt |
| Program Services | $39,276 | ProgramServicesAmt |
| Management And General | $7,252 | ManagementAndGeneralAmt |
| Fundraising | $1,687 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,227 | TotalAmt |
| Program Services | $76,999 | ProgramServicesAmt |
| Management And General | $6,919 | ManagementAndGeneralAmt |
| Fundraising | $2,309 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,486 | TotalAmt |
| Management And General | $167,486 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,718 | TotalAmt |
| Program Services | $304,094 | ProgramServicesAmt |
| Management And General | $5,624 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,321 | TotalAmt |
| Program Services | $7,728 | ProgramServicesAmt |
| Management And General | $44,367 | ManagementAndGeneralAmt |
| Fundraising | $2,226 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,331 | TotalAmt |
| Program Services | $411,241 | ProgramServicesAmt |
| Management And General | $14,090 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,950 | TotalAmt |
| Management And General | $20,950 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,388 | TotalAmt |
| Management And General | $9,388 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,277 | TotalAmt |
| Program Services | $8,554 | ProgramServicesAmt |
| Management And General | $16,723 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,518 | TotalAmt |
| Management And General | $61,518 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Artist Fees | $812,708 | $812,708 |
| Stage Expense | $292,672 | $292,672 |
| Merchandising | $168,137 | $168,137 |
| Ticket Costs | $129,774 | $129,774 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,755 | TotalAmt |
| Program Services | $375,562 | ProgramServicesAmt |
| Management And General | $70,393 | ManagementAndGeneralAmt |
| Fundraising | $41,800 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,132,613 | TotalAmt |
| Program Services | $3,558,100 | ProgramServicesAmt |
| Management And General | $497,449 | ManagementAndGeneralAmt |
| Fundraising | $77,064 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,193 | BOYAmt |
| EOY | $99,966 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,827 | BOYAmt |
| EOY | $535,208 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,682 | BOYAmt |
| EOY | $183,550 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,891 | BOYAmt |
| EOY | $27,876 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,739 | BOYAmt |
| EOY | $53,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $827,163 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $460,413 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,833 | BOYAmt |
| EOY | $366,750 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753,590 | BOYAmt |
| EOY | $864,576 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,219 | BOYAmt |
| EOY | $61,691 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,930,974 | BOYAmt |
| EOY | $2,193,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,730 | BOYAmt |
| EOY | $114,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,151 | BOYAmt |
| EOY | $156,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,881 | BOYAmt |
| EOY | $290,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,804 | BOYAmt |
| EOY | $1,335,341 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,319 | BOYAmt |
| EOY | $467,876 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,970 | BOYAmt |
| EOY | $99,830 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,093 | BOYAmt |
| EOY | $1,903,047 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,930,974 | BOYAmt |
| EOY | $2,193,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $137,761 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $115,193 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $801,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $409,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $603,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,198,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805,290 | CurrentTaxYearAmt |
| Total | $3,817,037 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,502,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,568,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,864,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,960,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,437,741 | CurrentTaxYearAmt |
| Total | $14,333,240 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $209,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $168,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,822 | CurrentTaxYearAmt |
| Total | $867,692 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,534,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,187,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,574,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,326,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,394,853 | CurrentTaxYearAmt |
| Total | $19,017,969 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,000 | CurrentTaxYearAmt |
| Total | $182,436 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,000 | CurrentTaxYearAmt |
| Total | $182,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,835,533 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,028 | CurrentTaxYearAmt |
| Total | $200,596 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,028 | CurrentTaxYearAmt |
| Total | $200,596 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376 | CurrentTaxYearAmt |
| Total | $842 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,595,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,233,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,600,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,368,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,421,257 | CurrentTaxYearAmt |
| Total | $19,219,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97990 | PublicSupportPY509Pct |
| Investment Income CY | 0.01040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $691,690 | BeginningYearBalanceAmt |
| Contributions | $70,578 | ContributionsAmt |
| Investment Earnings Or Losses | $102,308 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $864,576 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $680,347 | BeginningYearBalanceAmt |
| Contributions | $7,320 | ContributionsAmt |
| Investment Earnings Or Losses | $28,604 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,581 | OtherExpendituresAmt |
| End Year Balance | $691,690 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,326 | BeginningYearBalanceAmt |
| Contributions | $5,183 | ContributionsAmt |
| Investment Earnings Or Losses | -$59,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,343 | OtherExpendituresAmt |
| End Year Balance | $680,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,366,830 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,377 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $631,881 | OtherExpendituresAmt |
| End Year Balance | $758,326 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,295,868 | BeginningYearBalanceAmt |
| Contributions | $4,432 | ContributionsAmt |
| Investment Earnings Or Losses | $70,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,500 | OtherExpendituresAmt |
| End Year Balance | $1,366,830 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,600 | OtherCostOrOtherBasisAmt |
| Book Value | $57,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $408,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $141,372 | DepreciationAmt |
| Book Value | $267,059 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,391 | DepreciationAmt |
| Book Value | $3,265 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $333,476 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,650 | DepreciationAmt |
| Book Value | $38,826 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $366,750 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,686,773 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $115,193 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $186,888 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $114,318 | OtherRevenueAmt |
| Revenue Not Reported | $416,399 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,270,374 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,270,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,433,819 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $186,888 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $114,318 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $301,206 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,132,613 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,132,613 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2017. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Fundraising Expense $114318 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Fundraising Expense $114318 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $152,314 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,572 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $107,742 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $75,234 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,876 | OtherDirectExpensesEvent1Amt |
| Event2 | Jazz Hacienda | Event2Nm |
| Gross Receipts Event2 | $32,750 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,250 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $5,323 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,221 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,005 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,005 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,314 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,510 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $196,069 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $49,072 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $146,997 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $84,871 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,607 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,278 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,719 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Jackson | PersonNm |
| Title | Artistic Dir. | TitleTxt |
| Base Compensation Filing Org | $166,533 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $166,533 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (22 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is prepared by an outside CPA. The Finance Committee reviews the organizations Form 990 and distributes the form to the full Board of Directors with their recommendation to approve prior to filing. |
| 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 | 990s and other public documents are made available to the public upon request. |
| Form 990, Part IX, Line 24e: Other Expenses | Community Outreach: Column (A) - Total = $654; Column (B) - Program Services = $0; Column (C) - Management & General = $654; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Convention Expense : Column (A) - Total = $5099; Column (B) - Program Services = $0; Column (C) - Management & General = $5099; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Directors Expense: Column (A) - Total = $9354; Column (B) - Program Services = $0; Column (C) - Management & General = $9354; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Donor Development: Column (A) - Total = $41800; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $41800 |
| Form 990, Part IX, Line 24e: Other Expenses | Dues & subscriptions: Column (A) - Total = $5138; Column (B) - Program Services = $0; Column (C) - Management & General = $5138; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Education Consultant: Column (A) - Total = $26714; Column (B) - Program Services = $0; Column (C) - Management & General = $26714; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Equipment Rental: Column (A) - Total = $5155; Column (B) - Program Services = $0; Column (C) - Management & General = $5155; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | MoCo High School All Star Band: Column (A) - Total = $18229; Column (B) - Program Services = $18229; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Next Generation Jazz Festival: Column (A) - Total = $82036; Column (B) - Program Services = $82036; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Next Generation Jazz Orchestra: Column (A) - Total = $64154; Column (B) - Program Services = $64154; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Other expense: Column (A) - Total = $10509; Column (B) - Program Services = $0; Column (C) - Management & General = $10509; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Production Stage Crew: Column (A) - Total = $37833; Column (B) - Program Services = $37833; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Repairs & maintenance: Column (A) - Total = $2918; Column (B) - Program Services = $0; Column (C) - Management & General = $2918; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Stanford Archives: Column (A) - Total = $19327; Column (B) - Program Services = $19327; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Summer Jazz Camp: Column (A) - Total = $85814; Column (B) - Program Services = $85814; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Tax & License: Column (A) - Total = $4852; Column (B) - Program Services = $0; Column (C) - Management & General = $4852; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e: Other Expenses | Traveling Clinicians: Column (A) - Total = $68169; Column (B) - Program Services = $68169; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |