2020-05-15T17:16:06-05:00 2019-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-07-01 942990335 SAN FRANCISCO JAZZ ORGANIZATION SANF 4153985655 201 FRANKLIN STREET SAN FRANCISCO CA 94102 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 4153985655 2020-05-15 1 MAGA E KISRIEV P01008919 4157810793 12.201.128.66 2020-05-15 16:02:50 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0FD9DDE82EC6D4B8065AB7615AF10F25757ED51F 2018 2021-01-29 14:40:06Z DONALD W DERHEIM 201 FRANKLIN STREET SAN FRANCISCO CA 94102 59141801 0 X WWW.SFJAZZ.ORG X 1983 CA TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA. 29 27 166 211 -14924 -42106 7127681 47048291 9457496 10397785 29669 70782 -285379 -578487 16329467 56938371 14725 17578 0 0 6594790 7303889 0 0 2519697 10435357 11608676 17044872 18930143 -715405 38008228 70732954 68559299 59573515 19391632 11159439 49167667 X THE SAN FRANCISCO JAZZ ORGANIZATION (THE ORGANIZATION) IS A RECOGNIZED INTERNATIONAL LEADER IN JAZZ CREATION, PRESENTATION, AND EDUCATION. THE ORGANIZATION EXPLORES THE FULL SPECTRUM OF JAZZ, FROM THE MUSIC'S ORIGINS IN THE AFRICAN AMERICAN COMMUNITY TO ITS DIVERSE PRESENT-DAY EXPRESSIONS AROUND THE WORLD. AS A NON-PROFIT ORGANIZATION, SFJAZZ WORKS TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND. THE ORGANIZATION CELEBRATES JAZZ AS A LIVING ART FORM, BUILT ON A CONSTANTLY EVOLVING TRADITION. 0 0 10226314 0 9572237 MAIN EVENTS: AS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATION IN THE SAN FRANCISCO BAY AREA, SFJAZZ IS COMMITTED TO PRESENTING PERFORMANCES THAT INSPIRE MUSIC LOVERS. ALL SFJAZZ PROGRAMS REFLECT A SPIRIT OF ARTISTIC EXPLORATION, EMBRACING THE FULL BREADTH OF JAZZ AND ITS RELATED MUSIC; EMPHASIZE THEMATIC PROGRAMMING, WITH TRIBUTES TO JAZZ MASTERS AND CELEBRATIONS OF PARTICULAR MUSICAL INSTRUMENTS, TRENDS OR STYLES; AND STRIVE TO INSTILL ENTHUSIASM FOR JAZZ AMONG WIDER AUDIENCES.HAILED BY THE LONDON OBSERVER AS "THE BEST JAZZ FESTIVAL IN THE WORLD," THE SAN FRANCISCO JAZZ FESTIVAL IS A CELEBRATION OF TODAY'S BEST MUSIC. EVERY SUMMER THE FESTIVAL PRESENTS A PHENOMENAL ARRAY OF JAZZ CONCERTS, FROM THE CLASSIC TO THE AVANT-GARDE, GATHERING THE LEGENDS OF TODAY AND THE RISING STARS OF TOMORROW.ORIGINALLY THE SAN FRANCISCO JAZZ FESTIVAL WAS A SMALL-SCALE EVENT KNOWN MOSTLY IN THE LOCAL COMMUNITY, THE ORGANIZATION HAS RISEN TO NATIONAL AND INTERNATIONAL PROMINENCE. FOLLOWING ON THE HEELS OF A SUCCESSFUL EXPANSION IN THE FALL FESTIVAL AND SPRING SEASONS, SFJAZZ LAUNCHED IN 2008, THE WORLD IS LISTENING: CAMPAIGN FOR THE SFJAZZ CENTER. INSPIRED BY AN ANONYMOUS GIFT OF $20 MILLION, THE LARGEST EVER GIVEN TO A JAZZ ORGANIZATION, SFJAZZ CENTER OPENED IN SAN FRANCISCO ON JANUARY 21, 2013. AS THE FIRST CONCERT HALL OF ITS TYPE IN THE WESTERN U.S. BUILT BOTH FOR JAZZ PERFORMANCE AND EDUCATION, THE NEW SFJAZZ CENTER REPRESENTS A MILESTONE FOR THIS AUTHENTIC AMERICAN ART FORM. 2321778 0 207752 EDUCATION: THE ORGANIZATION ALSO SPONSORS YEAR-ROUND EDUCATION PROGRAMS FOR YOUTH AND ADULTS AIMED AT BUILDING THE AUDIENCE FOR JAZZ AND DEEPENING THEIR UNDERSTANDING OF JAZZ MUSIC.SFJAZZ EDUCATION PROGRAMS FOR YOUTH ARE THE FOLLOWING:JAZZ IN THE MIDDLE - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES CURRICULUM-BASED RESIDENCIES, LINKING JAZZ AND ACADEMIC SUBJECTS IN THE CLASSROOM. OFFERED FREE OF CHARGE TO SFUSD MIDDLE SCHOOLS, THE PROGRAM FOSTERS THE CONNECTIONS BETWEEN CLASSROOM CURRICULA AND THE ARTS. THE GOAL OF JAZZ IN THE MIDDLE IS TO BUILD LITERACY SKILLS THROUGH UNDERSTANDING OF THE HISTORICAL CONTEXT AND CULTURAL DIMENSIONS OF MUSIC, WITH STUDENTS RESPONDING CREATIVELY TO ELEMENTS OF MUSIC AND APPLYING WHAT THEY LEARN TO WRITING AND OTHER SUBJECTS.SFJAZZ HIGH SCHOOL ALL-STARS - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES ADVANCED JAZZ TRAINING AND PERFORMANCE OPPORTUNITIES FOR TALENTED YOUNG MUSICIANS IN BOTH BIG BAND AND SMALL ENSEMBLE FORMATS, SELECTED ANNUALLY BY COMPETITIVE AUDITION (FREE TO PARTICIPANTS).MEET THE MASTERS - A SERIES OF WORKSHOPS, SCHOOL ASSEMBLIES, OPEN REHEARSALS, SALONS, MASTER CLASSES, MENTORING SESSIONS, COMMUNITY EVENTS AND INTERACTIVE PERFORMANCES BY JAZZ MASTERS, BRING WORLD-CLASS JAZZ ARTISTS.DISCOVER JAZZ HISTORY AND APPRECIATION CLASSES:DISCOVER JAZZ DIVES INTO THE COLORFUL MYTHOLOGY AND HISTORY OF JAZZ, SWINGING RIGHT INTO THE MUSIC'S KEY FIGURES, RECORDINGS, FORMS, AND IDEAS. EACH CLASS HITS UPON ESSENTIAL CONCEPTS THAT, WHEN TAKEN AS A COMPLETE SERIES, GIVE ANY FAN THE ABILITY TO HEAR BETWEEN THE LINES OF GREAT JAZZ PERFORMANCES. IN ADDITION TO THE CLASS CONTENT, THERE WILL BE INTERACTIVE LIVE JAZZ PERFORMANCES, GIVING PARTICIPANTS IMMEDIATE ACCESS TO THE PROCESS AND PRACTICE OF THE JAZZ MUSICIAN.SFJAZZ ADULT AND FAMILY EDUCATION PROGRAMS ARE THE FOLLOWING:DISCOVER JAZZ - WEEKLY EVENING MUSIC APPRECIATION CLASSES FOR ADULTS, OFFERING ENTERTAINING AND INFORMATIVE INSIGHTS INTO JAZZ MUSIC, HISTORY AND CULTURE; PRESENTED IN ASSOCIATION WITH THE JEWISH COMMUNITY CENTER OF SAN FRANCISCO.PRE-CONCERT TALKS - ENLIGHTENING FREE PRE-SHOW DISCUSSIONS FROM THE STAGE IN WHICH JAZZ ARTISTS, SCHOLARS, AND INDUSTRY PROFESSIONALS OFFER INSIGHTS TO ENHANCE AUDIENCE APPRECIATION OF SELECTED CONCERTS AND FILMS.JAZZ LISTENING PARTIES - FREE TO SFJAZZ MEMBERS, THESE POPULAR EVENTS HOSTED BY LEADING JAZZ ARTISTS FEATURE RELAXED DISCUSSION AND GUIDED LISTENING TO RECORDED WORKS.FAMILY MATINEE CONCERTS - CREATED WITH FAMILIES IN MIND, THIS SERIES SHOWCASES LEADING MUSICIANS IN REDUCED-PRICE, HOUR-LONG, AFTERNOON CONCERTS, COMBINING WORLD-CLASS ARTISTRY WITH INTERACTIVE DISCUSSION AND AUDIENCE PARTICIPATION. 1009912 8333 376254 SF JAZZ COLLECTIVE: THE SFJAZZ COLLECTIVE IS AN ALL-STAR JAZZ ENSEMBLE COMPRISING EIGHT OF THE FINEST PERFORMER/COMPOSERS AT WORK IN JAZZ TODAY. LAUNCHED IN 2004 BY SFJAZZ WITH INVALUABLE START-UP FUNDING FROM THE JAMES IRVINE FOUNDATION, THE COLLECTIVE HAS QUICKLY BECOME ONE OF THE MOST EXCITING AND ACCLAIMED GROUPS ON THE AMERICAN AND INTERNATIONAL JAZZ SCENES. AS THE NEW YORK TIMES HAILED THE COLLECTIVE UPON ITS DEBUT: "A SERIOUS JAZZ BAND RISES IN SAN FRANCISCO."IN ADDITION TO ITS OUTSTANDING LINE-UP, THE SFJAZZ COLLECTIVE HAS BEEN PRAISED FOR ITS INNOVATIVE APPROACH TO REPERTOIRE. EACH YEAR, THE ENSEMBLE PERFORMS AN ENTIRELY NEW LIST OF WORKS, CONSISTING OF COMPOSITIONS BY A MODERN JAZZ MASTER AND NEW PIECES BY THE COLLECTIVE MEMBERS (COMMISSIONED BY SFJAZZ). THROUGH THIS PIONEERING APPROACH, SIMULTANEOUSLY HONORING JAZZ'S RECENT HISTORY WHILE CHAMPIONING THE MUSIC'S UP-TO-THE-MINUTE DIRECTIONS, THE COLLECTIVE EMBODIES SFJAZZ'S ORGANIZATIONAL COMMITMENT TO JAZZ AS A LIVING, EVER-CHANGING, AND EVER-RELEVANT ART FORM.TO CULTIVATE ITS DISTINCTIVE SOUND, THE SFJAZZ COLLECTIVE CONVENES IN SAN FRANCISCO EACH YEAR FOR A MULTI-WEEK RESIDENCY. THROUGHOUT THIS EXTENDED REHEARSAL PERIOD-A RARITY IN TODAY'S JAZZ-THE OCTET WORKSHOPS THE SEASON'S NEW REPERTOIRE AND INTERACTS WITH THE BAY AREA COMMUNITY THROUGH SFJAZZ'S EDUCATION PROGRAMS FOR YOUTH AND ADULTS. THE COLLECTIVE THEN TAKES TO THE PERFORMANCE STAGE, INCLUDING HOME SEASON CONCERTS UNDER THE AUSPICES OF THE SFJAZZ SPRING SEASON AND A NATIONAL AND INTERNATIONAL TOUR, WITH STOPS IN A NUMBER OF THE WORLD'S MOST PROMINENT CONCERT HALLS. 1723011 9245 248625 SFJAZZ SUMMERFEST IS THE ORGANIZATION'S ANNUAL SERIES OF FREE OUTDOOR CONCERTS, FEATURING EVENTS FROM JULY THROUGH SEPTEMBER. LOCATIONS INCLUDE LEVI'S PLAZA, AND STANFORD SHOPPING CENTER. SFJAZZ FREE OUTDOORS SHOWCASES LOCAL MUSICIANS IN NOON-TIME OR LATE AFTERNOON CONCERTS ALL FREE AND OPEN TO THE PUBLIC, DISPLAYING A WIDE ARRAY OF STYLES, FROM STRAIGHT-AHEAD JAZZ, TO LATIN RHYTHMS, SWING, BLUES, AND VOCALS.IN APRIL 2020, SFJAZZ WILL SUPPORT THE MANAGEMENT AND PRESENT THE 2020 NEA JAZZ MASTERS TRIBUTE CONCERT AND ANCILLARY EVENTS AT THE CENTER.SFJAZZ RECEIVED A GRANT TO COMMISSION A JAZZ COMPOSITION FROM SAXOPHONIST AND COMPOSER MIGUEL ZENON BASED ON THE EXPERIENCES OF IMMIGRANT COMMUNITIES THAT MAKE UP SAN FRANCISCO, CULMINATING IN TWO PERFORMANCES AT THE SFJAZZ CENTER. IN PARTNERSHIP WITH ORGANIZATIONS DEEPLY ROOTED IN THE HISTORY AND CULTURES THAT CREATED SAN FRANCISCO, ZENON WILL CONDUCT FIRST-HAND INTERVIEWS AS THE SOURCE MATERIAL FOR GOLDEN CITY SUITE, AN HOUR-LONG WORK SCORED FOR A LARGE ENSEMBLE OF 1520 MUSICIANS THAT WILL PREMIERE IN THE SFJAZZ CENTER'S 201920 SEASON.IN ADDITION, OTHER PROGRAMS INCLUDE SELLING VARIOUS SFJAZZ MERCHANDISE AND CD'S OF THE SFJAZZ COLLECTIVE; LEASE INCOME FROM THE B-SIDE RESTAURANT LOCATED INSIDE THE CENTER; A RENTALS PROGRAM FOR OTHER NON-PROFITS AND FOR PROFIT COMPANIES TO RENT THE BUILDING FOR THEIR EVENTS. 1723011 9245 248625 15281015 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 302 0 1 166 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KAREN CHRESTON 4153980341 201 FRANKLIN STREET SAN FRANCISCO CA 94102 X MICHAEL LAZARUS CHAIR 1.00 0.00 X X 0 0 0 TIM DATTELS VICE CHAIR 1.00 0.00 X X 0 0 0 JOHN BOTTI TREASURER 1.00 0.00 X X 0 0 0 DENISE YOUNG SMITH SECRETARY 1.00 0.00 X X 0 0 0 MARTIN ANSTICE BOARD MEMBER (THRU 01/2019) 1.00 0.00 X 0 0 0 MICHAEL BELL BOARD MEMBER 1.00 0.00 X 0 0 0 TERRY BERKEMEIER BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY BLUESTONE BOARD MEMBER 1.00 0.00 X 0 0 0 SAM BRITTON BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIE BROWN BOARD MEMBER 1.00 0.00 X 0 0 0 MOLLY COYE BOARD MEMBER 1.00 0.00 X 0 0 0 BRUCE COZADD BOARD MEMBER 1.00 0.00 X 0 0 0 ANGELA DAVIS BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID DRUMMOND BOARD MEMBER 1.00 0.00 X 0 0 0 MARK DUBOVOY BOARD MEMBER (THRU 03/2019) 1.00 0.00 X 0 0 0 KATE DUHAMEL BOARD MEMBER 1.00 0.00 X 0 0 0 MARK EDMUNDS BOARD MEMBER 1.00 0.00 X 0 0 0 RISHI GARG BOARD MEMBER 1.00 0.00 X 0 0 0 DANIEL HANDLER BOARD MEMBER 1.00 1.00 X 0 0 0 MICK HELLMAN BOARD MEMBER 1.00 0.00 X 0 0 0 WILLIAM HOLODNAK BOARD MEMBER 1.00 0.00 X 0 0 0 JIMMY HORMEL BOARD MEMBER 1.00 0.00 X 0 0 0 ZAKIR HUSSAIN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN KAO BOARD MEMBER 1.00 0.00 X 0 0 0 DIVISH MAKAN BOARD MEMBER 1.00 0.00 X 0 0 0 LORING SAGAN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN SANTOS BOARD MEMBER 1.00 1.00 X 2800 0 0 JOE SHERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 CLAUDE STEELE BOARD MEMBER 1.00 0.00 X 0 0 0 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 50.00 1.00 X X 393500 0 24860 RANDALL KLINE EXECUTIVE ARTISTIC DIRECTOR 50.00 1.00 X X 346500 0 29682 KAREN CHRESTON CHIEF FINANCIAL OFFICER 50.00 0.00 X 184374 0 18140 BARRETT SHAVER DIRECTOR OF DEVELOPMENT 50.00 0.00 X 147737 0 15116 LILLY SCHWARTZ DIRECTOR OF PROGRAMMING 50.00 0.00 X 124711 0 12143 MOUNT ALLEN DIRECTOR OF OPERATIONS 50.00 0.00 X 129207 0 283 MICHAEL GRAPHIX DIRECTOR OF PRODUCTIONS 50.00 0.00 X 117689 0 22046 TJ GORTON DIRECTOR OF MARKETING 50.00 0.00 X 115960 0 7345 1562478 0 129615 10 0 1 0 LAHLOUH INC PO BOX 39000 DEPT 33016 SAN FRANCISCO CA 94139 MAILHOUSE/PRINTING 430091 AMBIENT TOURS INC 9190 W OLYMPIC BLVD BEVERLY HILLS CA 90212 ARTISTS/EDUCATORS 310000 MOGO MARKETING & MEDIA LLC 21 TAMAL VISTA BLVD CORTE MADERA CA 94925 MARKETING 297200 CYPRESS SECURITY LLC 452 TEHAMA STREET SAN FRANCISCO CA 94103 SECURITY 282297 VANTAGE MAINTENANCE 1325 HOWARD AVE 438 BURLINGAME CA 94010 JANITORIAL 202835 16 3423020 1123211 40653917 239100 1609043 218666 47048291 EVENTS AND PROGRAMS 711130 10397785 10397785 10397785 73729 73729 744 744 1072187 81516 1134257 125290 -62070 -43774 -105844 -30612 -75232 198341 201288 -2947 -2947 -2947 121325 1123211 699911 -578586 -578586 125112 42684 82428 82428 SERVICES IN RELATION TO RENTAL IN 711130 15688 15688 MISCELLANEOUS INCOME 900099 7083 7083 22771 56938371 10404868 -14924 -499864 X 8333 8333 9245 9245 1766015 1185198 180483 400334 4562519 3446851 85016 1030652 106292 73364 4355 28573 394413 272228 16161 106024 474650 327608 19449 127593 152637 1898 150739 60150 60150 4926409 4712626 34943 178840 783639 750272 3261 30106 134914 109791 7546 17577 168129 104289 30240 33600 144684 142198 2486 765908 675672 36094 54142 982832 958418 8322 16092 98211 98211 1332184 1083872 152676 95636 84944 72541 6061 6342 EVENT RELATED EXPENSES 524023 377382 12255 134386 COMMUNICATIONS 429905 297115 26837 105953 EQUIPMENT RENTALS 212525 204047 2664 5814 CAMPAIGN & FACILITY EXP 174167 174167 633415 468067 19801 145547 18930143 15281015 1129431 2519697 323926 495453 5424911 5603061 1349712 799246 93185 96764 83583 93641 559992 553923 55388600 9737746 46742658 45650854 250000 250000 15904987 15016357 70732954 68559299 1273535 1345050 3359608 3350327 39685250 0 15255122 14696255 59573515 19391632 X 10051722 48541096 1107717 626571 11159439 49167667 70732954 68559299 38008228 0 X 0 1 X 1 0 X 8061799 5234662 8188735 7127681 47026636 75639513 6837433 9271386 9314625 9460054 10404868 45288366 14899232 14506048 17503360 16587735 57431504 120927879 3499633 704761 1261379 553430 354494 6373697 0 3499633 704761 1261379 553430 354494 6373697 114554182 2755 2717 1045937 1339566 1158170 3549145 2755 2717 1045937 1339566 1158170 3549145 1274138 116820 191680 212295 246437 2041370 16176125 14625585 18740977 18139596 58836111 126518394 0.90540 0.84120 0.02810 0.02860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2014 AMOUNT: $ 1,128,500. 2015 AMOUNT: $ 20,170. 2016 AMOUNT: $ 80,200. 2017 AMOUNT: $ 99,206. 2018 AMOUNT: $ 121,325. GROSS SALES OF INVENTORY - 2014 AMOUNT: $ 103,488. 2015 AMOUNT: $ 96,650. 2016 AMOUNT: $ 111,480. 2017 AMOUNT: $ 113,089. 2018 AMOUNT: $ 125,112. GAMING - 2014 AMOUNT: $ 42,150. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 8333 0 0 0 8333 0 PART II-B, LINE 1: GRANT TO SAN FRANSICANS FOR THE ARTS IN SUPPORT OF PROPOSITION E IN SAN FRANCISCO. 18999144 987174 1263219 870000 20379537 17646328 888639 1258177 794000 18999144 16042840 623981 1666507 687000 17646328 14565918 1740767 213655 477500 16042840 8969058 5762475 252142 417757 14565918 0.41460 0.00000 0.58540 0 1 1 5896183 5896183 45658608 7363538 38295070 3830309 2371554 1458755 3500 2654 846 45650854 RELATED PARTY RECEIVABLES 15016357 15016357 INTERCOMPANY PAYABLES 14696255 14696255 X PART V, LINE 4: SFJAZZ'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS, ALL ESTABLISHED TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AS WELL AS BOARD-DESIGNATED FUNDS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: SFJAZZ AND THE FOUNDATION HAVE BEEN CLASSIFIED AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701D. SFJAZZ FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740. AS OF JUNE 30, 2019, MANAGEMENT EVALUATED SFJAZZ'S TAX POSITIONS AND CONCLUDED THAT SFJAZZ HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. SF JAZZ GALA 1244536 1123211 121325 11515 688396 1244536 1123211 121325 11515 688396 699911 -578586 1 SAN FRANCISCANS FOR THE ARTS 1 KAISER PLAZA SUTIE 650 OAKLAND CA 94612 812822893 527 8333 0 IN SUPPORT OF PROPOSITION E IN SAN FRANCISCO. 0 1 TUITION DISCOUNTS 22 9245 PART I, LINE 2: SCHOLARSHIPS FOR A REDUCTION IN TUITION FEES FOR PARTICIPATION IN OUR HIGH SCHOOL ALL STAR AND MONDAY NIGHT BAND PROGRAMS ARE BASED ON NEED. EACH APPLICANT FILLS OUT A REQUEST FORM CONTAINING PERSONAL INFORMATION, FINANCIAL DETAILS, AND A NARRATIVE EXPLAINING THEIR CIRCUMSTANCES. THE REQUESTS ARE REVIEWED BY THE DIRECTOR OF EDUCATION. X X X X X X 0 0 0 0 0 0 0 0 0 DONALD W DERHEIM CHIEF EXECUTIVE OFFICER 358500 0 35000 0 0 0 11000 0 13860 0 418360 0 0 0 RANDALL KLINE EXECUTIVE ARTISTIC DIRECTOR 315000 0 31500 0 0 0 11000 0 18682 0 376182 0 0 0 KAREN CHRESTON CHIEF FINANCIAL OFFICER 169374 0 15000 0 0 0 7375 0 10765 0 202514 0 0 0 BARRETT SHAVER DIRECTOR OF DEVELOPMENT 135237 0 12500 0 0 0 5909 0 9207 0 162853 0 0 0 X 8 185558 FAIR MARKET VALUE X FOOD AND BEVERAGES 9 21656 FAIR MARKET VALUE X WINE 1 11160 FAIR MARKET VALUE X SIGNED PHOTO 1 292 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES AN UNRELATED THIRD PARTY, CHARITABLE ADULT RIDES & SERVICES, INC. (CARS), TO ADMINISTER ITS VEHICLE DONATION PROGRAM CARS ACCEPTS VEHICLE DONATIONS ON SFJAZZ'S BEHALF AND SENDS A LETTER TO THE DONOR ACKNOWLEDGING THE DONATION THE CHARITABLE DONATIONS ARE THEN RECEIVED AT SFJAZZ, NET OF THE SERVICE FEE. FORM 990, PART VI, SECTION B, LINE 11B HOOD & STRONG FORWARDED THE COMPLETED FORM 990 TO THE DIRECTOR OF FINANCE, WHO UPON REVIEW FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE DIRECTOR OF FINANCE, AND EITHER THE DIRECTOR OF FINANCE OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ITS TRUSTEES, CEO, OFFICERS AND ALL EMPLOYEES OF SF JAZZ ORGANIZATION. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE CEO EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE CEO WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST MAY BE REQUIRED TO BE DISQUALIFIED FROM PARTICIPATING IN RELATED DISCUSSION OR DECISIONS. THIS POLICY IS DISCUSSED EACH YEAR AT A BOARD OF TRUSTEES MEETING, WHERE INDIVIDUALS WITH POTENTIAL CONFLICTS ARE ENCOURAGED TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE CEO AND THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION INCLUDES BOARD DISCUSSION IN EXECUTIVE SESSION, SURVEY OF OTHER ARTS ORGANIZATION FOR COMPARISON, AND VOTE AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICTS OF INTEREST AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART VII, SECTION A, LINE 1A: JOHN SANTOS RECEIVED COMPENSATION FOR TEACHING DURING CALENDAR YEAR 2018. HE WAS NOT COMPENSATED FOR HIS SERVICE AS MEMBERS OF THE BOARD. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 4,289,025. MANAGEMENT AND GENERAL EXPENSES 1,950. FUNDRAISING EXPENSES 8,962. TOTAL EXPENSES 4,299,937. MAILHOUSE FEES: PROGRAM SERVICE EXPENSES 21,505. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 134,840. TOTAL EXPENSES 156,345. PAYROLL & BENEFIT FEES: PROGRAM SERVICE EXPENSES 23,447. MANAGEMENT AND GENERAL EXPENSES 13,239. FUNDRAISING EXPENSES 7,832. TOTAL EXPENSES 44,518. TICKET SERVICING FEES: PROGRAM SERVICE EXPENSES 51,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,812. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 326,837. MANAGEMENT AND GENERAL EXPENSES 19,754. FUNDRAISING EXPENSES 27,206. TOTAL EXPENSES 373,797. SFJ PROPERTIES LLC 201 FRANKLIN STREET SAN FRANCISCO CA 94102 942990335 TO OWN, REDEVELOP, OPERATE, HOLD, SELL AND/OR LEASE PROPERTIES CA 39862249 44653601 SAN FRANCISCO JAZZ ORGANIZATION THE FOUNDATION FOR SFJAZZ 201 FRANKLIN STREET SAN FRANCISCO CA 94102 453268077 SUPPORT SF JAZZ ORGANIZATION CA 501(C)(3) LINE 12A, I SAN FRANCISCO JAZZ ORGANIZATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 THE FOUNDATION FOR SFJAZZ C 40653917 PER AGREEMENT