2018-08-30T11:12:30-07:00 2017-12-31 770460195 McGilloway Ray Brown & Kaufman 379 WEST MARKET STREET SALINAS CA 93901 990 2017-01-01 946036515 Monterey Jazz Festival MONT 8313733366 P O Box JAZZ Monterey CA 93940 Luis Alvarez President 2018-08-29 true Patricia M Kaufman CPA P00312047 8313733337 2017 2022-09-23 18:48:47Z Colleen Bailey 5140957 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. 13 13 135 250 12116 5069 1198094 805290 2960052 3437937 -49986 -10555 31890 37702 4140050 4270374 0 0 1037772 1167578 0 77064 2925623 2965035 3963395 4132613 176655 137761 1930974 2193254 280881 290207 1650093 1903047 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 2793901 3245691 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. 764199 180130 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. 3558100 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 false false false false false false false false false true 101 0 true 135 true true true false false false false false false 0 false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false CA X Colleen Bailey 8313733366 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 Luis Alvarez President 1.00 0.00 X X 0 0 0 Carsbia Anderson Jr Vice President 1.00 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 Jay S Edmonds Jr MD 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 Director 1.00 0.00 X 0 0 0 Letty Ledbetter Secretary 1.00 0.00 X 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 Director 1.00 0.00 X 0 0 0 Laura Zehm Treasurer 1.00 0.00 X X 0 0 0 Colleen Bailey Executive Dir. 40.00 0.00 X 107533 0 6974 Tim Jackson Artistic Dir. 30.00 0.00 X 166533 0 0 274066 6974 2 false true false McCune AudioVideo Lighting 101 Utah Ave S San Francisco CA 94080 Sound & Video Servic 183845 7th District Agricultural Association 2004 Fairgrounds Rd Monterey CA 93940 Fairgrounds Rental 130427 Cohen & Company Inc 1749 Skyview Dr Paso Robles CA 93446 Accounting Service 123160 MoGo Marketing & Media Inc 21 Tamal Vista Blvd Ste 207 Corte Madera CA 94925 Advertising Agency 119875 4 49072 30000 726218 17034 805290 Advertising Income 12116 12116 Jazz Education 711300 180130 180130 Monterey Jazz Festival 711300 3245691 3245691 3437937 26010 26010 0 0 0 719700 756265 -36565 -36565 -36565 146997 49072 114278 32719 32719 4585 40 4545 4545 0 Miscellaneous Income 900099 438 438 438 4270374 3426259 12116 26709 X 0 0 0 0 281041 245023 28627 7391 0 752095 686332 44112 21651 0 48215 39276 7252 1687 86227 76999 6919 2309 0 0 167486 167486 0 0 0 0 309718 304094 5624 54321 7728 44367 2226 0 0 425331 411241 14090 20950 20950 0 0 9388 9388 0 25277 8554 16723 61518 61518 Artist Fees 812708 812708 Stage Expense 292672 292672 Merchandising 168137 168137 Ticket Costs 129774 129774 487755 375562 70393 41800 4132613 3558100 497449 77064 48193 99966 207827 535208 0 417682 183550 0 0 0 22891 27876 41739 53637 827163 460413 379833 366750 753590 864576 0 0 0 59219 61691 1930974 2193254 115730 114139 20000 165151 156068 280881 290207 X 958804 1335341 605319 467876 85970 99830 1650093 1903047 1930974 2193254 137761 115193 X false true X true false X 801397 409084 603172 1198094 805290 3817037 2502727 2568410 2864310 2960052 3437741 14333240 230586 209924 107217 168143 151822 867692 0 0 3534710 3187418 3574699 4326289 4394853 19017969 50000 31436 5000 5000 91000 182436 0 50000 31436 5000 5000 91000 182436 18835533 60696 46432 26015 41425 26028 200596 0 60696 46432 26015 41425 26028 200596 0 466 376 842 3595406 3233850 3600714 4368180 4421257 19219407 0.98000 0.97990 0.01040 0.01230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 691690 70578 102308 864576 680347 7320 28604 24581 691690 758326 5183 -59819 23343 680347 1366830 1000 22377 631881 758326 1295868 4432 70030 3500 1366830 0.83030 0.11540 0.05430 false false false 57600 57600 408431 141372 267059 27656 24391 3265 333476 294650 38826 366750 X 4686773 115193 186888 114318 416399 4270374 4270374 4433819 186888 114318 301206 4132613 4132613 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 false Gala 152314 44572 107742 75234 4000 12876 Jazz Hacienda 32750 4500 28250 5323 2800 5221 2 11005 11005 4314 4510 196069 49072 146997 84871 6800 22607 114278 32719 X X false false false false false false false false false false Tim Jackson Artistic Dir. 166533 166533 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