2020-11-17T14:55:57-08:00 2019-12-31 770460195 McGilloway Ray Brown & Kaufman 379 WEST MARKET STREET SALINAS CA 93901 990 2019-01-01 946036515 Monterey Jazz Festival MONT 8313733366 PO Box JAZZ Monterey CA 93940 Carsbia Anderson Jr President 2020-11-17 true Patricia M Kaufman CPA P00312047 8314242737 2019 2021-01-29 14:40:06Z Colleen Bailey PO Box JAZZ Monterey CA 93940 4774333 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. 12 12 117 350 5653 4653 929758 1361686 3011600 2752350 30681 49443 67005 32913 4039044 4196392 0 0 1199293 1226009 0 197769 3194968 2861731 4394261 4087740 -355217 108652 1709420 1955753 253216 288803 1456204 1666950 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 2846745 2629510 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. 638139 114602 Schools in Monterey County, and thousands of students, regional, national, and international benefit from the Festivals in-school teaching program and jazz education programs. The Traveling Clinicians tours for both local and national high school students across the country and abroad. Top-flight jazz educators and student musicians participate in the 44-year-old Next Generation Jazz Festival and Summer Jazz Camp. Top student bands are invited to perform at the Monterey Jazz Festival in September, as does the Festivals national high school honor band, the Next Generation Jazz Orchestra. The educational efforts of the Festival reach approximately 60,000 people annually through its education 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. 3484884 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 true false false false false false false false false true 141 0 true 117 true true true false false false false false false 0 false false false false false false false X 12 12 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 Tim Jackson Artistic Dir. 30.00 0.00 X 175230 0 9000 Tony Caparelli Finance Dir. 40.00 0.00 X 97108 0 10607 Colleen Bailey Executive Dir. 40.00 0.00 X 94427 0 7534 Carsbia Anderson Jr President 4.00 0.00 X 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 Howard Fisher Director 2.00 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 2.00 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 2.00 0.00 X 0 0 0 366765 27141 1 false true false McCune AudioVideo Lighting 101 Utah Ave S San Francisco CA 94080 Sound & Video Servic 180622 7th District Agricultural Association 2004 Fairgrounds Rd Monterey CA 93940 Fairgrounds Rental 139652 Pink Jacket LLC 1300 S Polk St STE 249 Dallas TX 75224 Website Design 127578 MoGo Marketing & Media Inc 21 Tamal Vista Blvd Ste 207 Corte Madera CA 94925 Advertising Agency 151800 4 118300 30000 1213386 35578 1361686 Advertising Income 519100 5653 5653 Jazz Education 711300 114602 114602 Monterey Jazz Festival 711300 2629510 2629510 Music Instrument Income 711130 2585 2585 2752350 32251 32251 0 0 0 514535 497343 17192 17192 17192 113203 118300 80598 32605 32605 0 0 Other Revenue 900099 308 308 308 4196392 2746697 5653 82356 0 0 0 0 393906 318389 42223 33294 0 649956 425226 141558 83172 0 64712 35124 22800 6788 117435 86766 22042 8627 0 500 500 35906 2211 33695 0 0 8618 8618 239884 207110 22025 10749 386527 365263 1050 20214 7240 2105 3936 1199 0 0 22124 1667 20457 327577 326518 952 107 0 0 9428 9428 0 21144 21144 43982 43982 Artist Fees 729947 723947 6000 Stage Expense 300889 294569 6320 Facility Rental 219008 219008 Equipment Rental 160971 160867 104 347986 316114 10677 21195 4087740 3484884 405087 197769 119169 184453 18640 151338 86400 153812 1854 45357 0 0 0 0 19468 72000 827163 504943 343363 322220 1058835 964882 0 0 0 61691 61691 1709420 1955753 106771 91556 60598 146445 136649 253216 288803 X 1091743 1100688 364461 566262 1456204 1666950 1709420 1955753 108652 102094 X false true X true false X 603172 1198094 805290 929758 1361686 4898000 2864310 2955442 3425625 3016720 2746697 15008794 107217 168143 151822 186604 113203 726989 0 0 3574699 4321679 4382737 4133082 4221586 20633783 125000 5000 216000 118650 296996 761646 0 125000 5000 216000 118650 296996 761646 19872137 26015 41425 26028 32715 32251 158434 0 26015 41425 26028 32715 32251 158434 4610 12116 900 5653 23279 466 376 308 1150 3600714 4368180 4421257 4166697 4259798 20816646 0.95460 0.96560 0.00760 0.00870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1058835 141767 235719 964883 864576 257219 -62960 1058835 691690 70578 102308 864576 680347 7320 28604 24581 691690 758326 5183 -59819 23343 680347 0.82480 0.06380 0.11140 false false false 57600 57600 408431 162316 246115 27656 27529 127 333476 315098 18378 322220 X 4379134 102094 8668 80598 191360 4187774 8618 8618 4196392 4168388 8668 80598 89266 4079122 8618 8618 4087740 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, 2019. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Expense $80598 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Expense $80598 false Gala 196575 118300 78275 20842 45559 5646 Jazz Hacienda 22945 22945 6147 1 11983 11983 2404 231503 118300 113203 20842 45559 14197 80598 32605 X true X X X X false false false false false false false false false Tim Jackson Artistic Dir. 175230 9000 184230 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 18020 FMV X Auction Items 17558 FMV false false 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.