2016-03-14T13:45:25-05:00 2015-07-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2014-08-01 952122508 OJAI FESTIVALS LTD OJAI 8056462094 PO BOX 185 OJAI CA 93024 JAMES BENNETT EXECUTIVE DIRECTOR 8056462094 2016-03-14 1 CHRISLEY N REED CPA P00025230 8059629175 2014 2016-08-17 19:52:53Z JAMES BENNETT PO BOX 185 OJAI CA 93024 1834451 0 X WWW.OJAIFESTIVAL.ORG X 1947 CA HAILED AS A CREATIVE MUSIC LABORATORY, THE OJAI MUSIC FESTIVAL HAS NURTURED MANY OF THE MOST IMPORTANT ARTISTS AND COMPOSERS TO INTERNATIONAL PROMINENCE FOR ALMOST 70 YEARS. 21 21 6 150 0 0 1161075 1070202 619943 605780 18894 32573 14726 11975 1814638 1720530 0 0 0 0 406685 407888 0 0 284563 1569467 1524704 1976152 1932592 -161514 -212062 1291057 1302714 553507 803193 737550 499521 X THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PRODUCE THE ANNUAL OJAI MUSIC FESTIVAL. THE FESTIVAL IS ONE OF THE WORLD'S PREEMINENT MUSIC FESTIVALS. PERFORMED IN THE SMALL CALIFORNIA COMMUNITY OF OJAI, THE FESTIVAL HAS A UNIQUE STRUCTURE THAT EXPLORES A DIFFERENT ARTISTIC WORLD EVERY YEAR. ARTISTIC DIRECTOR THOMAS W. MORRIS APPOINTS A NEW MUSIC DIRECTOR ANNUALLY. MUSIC DIRECTORS ARE ENCOURAGED TO DEVELOP PROJECTS AND COLLABORATIONS THAT WOULD NOT BE POSSIBLE IN A MORE TRADITIONAL ENVIRONMENT. AS A RESULT, THE FESTIVAL DRAWS OPEN-MINDED AUDIENCES EAGER TO DISCOVER NEW AND BOUNDARY-BREAKING MUSIC PERFORMED BY THE FINEST ARTISTS OF OUR TIME. 0 0 1102465 436399 FOR THE FIRST TIME IN THE FESTIVAL HISTORY, A PERCUSSIONIST WAS NAMED MUSIC DIRECTOR. CELBRATED MUSICIAN, CONDUCTOR, AUTHOR, AND EDUCATOR STEVEN SCHICK LED THE 69TH FESTIVAL SHOWCASING NOT ONLY PERCUSSION MUSIC BUT WORKS BY 21ST CENTURY COMPOSERS -- 34 LIVING COMPOSERS AND 28 OF WHOM WERE NEW TO OJAI. THE FESTIVAL MARKS THE OCCASION OF EMINENT COMPOSER/CONDUCTOR PIERRE BOULEZ'S 90TH BIRTHDAY WITH THE WEST COAST PREMIERE OF BEYOND THE SCORE'S "A PIERRE DREAM: A PORTRAIT OF PIERRE BOULEZ" THE PROGRAM ALSO FEATURES THE WEST COAST PREMIERES OF PULITZER PRIZE-WINNING COMPOSER JOHN LUTHER ADAMS' "BECOME RIVER AND "SILA: THE BREATH OF THE WORLD" WHICH WAS PERFORMED AS A FREE COMMUNITY EVENT IN LIBBEY PARK. MAKING THEIR OJAI DEBUTS WERE ICE (INTERNATIONAL CONTEMPORARY ENSEMBLE), FLUTIST CLAIRE CHASE, PIPA ARTIST WU MAN, CELLIST MAYA BEISER, CALDER QUARTET, AND STRING ENSEMBLE RENGA. OJAI OFFERED A SERIES OF FREE ONLINE SESSIONS, OJAIU. PARTICIPANTS LEARNED ABOUT THE ART OF PERCUSSION AND HOW IT CONNECTS THE WORLD AROUND US. STEVEN SCHICK LED FOUR INTERACTIVE CLASSES THAT WERE OPENED TO THE PUBLIC.OJAI CONTINUED ITS LIVE STREAMING OF CONCERTS AND INTERVIEWS WITH ARTISTS. LAUNCHED IN 2012, THE FESTIVAL'S LIVE STREAMING AND ITS SUBSEQUENT ARCHIVAL OFFERINGS HAVE EXPANDED THE REACH OF THE FESTIVAL WITH MORE THAN 100,000 VIEWS. 204160 169381 OJAI MUSIC FESTIVAL AND CAL PERFORMANCES CONTINUED ITS INDUSTRY ACCLAIMED PARTNERSHIP - OJAI AT BERKELEY (PREVIOUSLY KNOWN AS OJAI NORTH) TO BRING SEVERAL OJAI MUSIC FESTIVAL PROGRAMS TO UC BERKELEY IMMEDIATELY FOLLOWING THE OJAI MUSIC FESTIVAL IN JUNE. 54443 FOR OVER THIRTY YEARS, THE FESTIVAL HAS OFFERED FREE MUSIC EDUCATION TO AREA SCHOOLS WITH ITS ARTISTS IN RESIDENCE, PROGRSM, MUSIC VAN, IMAGINE CONCERT, AND EDUCATION THROUGH MUSIC (ETM). ESTABLISHED IN 1980, THE BRAVO EDUCATION PROGRAM REACHES MORE THAN 2000 STUDENTS IN THE OJAI VALLEY PUBLIC SCHOOLS INTRODUCING THEM TO MUSIC, THE IMPORTANCE OF CREATIVE EXPLORATION, AND DRAWING CONNECTIONS BETWEEN MUSIC AND OTHER CORE CURRICULUM SUBJECTS. BRAVO BELIEVES A ROBUST MUSIC EDUCATION IS VITALLY IMPORTANT FOR ALL STUDENTS. THROUGH BRAVO, STUDENTS LEARN THE FUNDAMENTALS OF MUSIC MAKING, ENGAGE IN CREATIVE PROBLEM SOLVING, DEVELOP TEAMWORK SKILLS, AND DISCOVER HOW MUSIC RELATES TO CORE SUBJECTS. 1361068 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 73 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JAMIE BENNETT EXECUTIVE DIRECTOR 8056462094 201 S SIGNAL STREET OJAI CA 93023 DAVID NYGREN PRESIDENT 5.00 X X 0 0 0 SUSAN BIENKOWSKI VICE-PRESIDENT, GOVERNANCE 5.00 X X 0 0 0 JON HOGEN VICE-PRESIDENT, DEVELOPMENT 5.00 X X 0 0 0 CATHRYN KRAUSE SECRETARY 5.00 X X 0 0 0 JAMES DRUMMY TREASURER 5.00 X X 0 0 0 NANCYBELL COE DIRECTOR 1.00 X 0 0 0 BRIDGET TSAO-BROCKMAN DIRECTOR 1.00 X 0 0 0 MICHAEL GORFAINE DIRECTOR 1.00 X 0 0 0 LINDA JOYCE HODGE DIRECTOR 1.00 X 0 0 0 RUSS IRWIN DIRECTOR 1.00 X 0 0 0 ROBERT M LIGHT DIRECTOR 1.00 X 0 0 0 STEPHEN JM MORRIS DIRECTOR 1.00 X 0 0 0 SCOTT REED DIRECTOR 1.00 X 0 0 0 GARY WASSERMAN DIRECTOR 1.00 X 0 0 0 ARTHUR RIEMAN DIRECTOR 1.00 X 0 0 0 BARRY SCHIFRIN DIRECTOR 1.00 X 0 0 0 JEANNE WANLASS DIRECTOR 1.00 X 0 0 0 JANE WEIRICK DIRECTOR 1.00 X 0 0 0 GREGORY SMITH DIRECTOR 1.00 X 0 0 0 JOYCE ROBINSON DIRECTOR 1.00 X 0 0 0 CAROLYN NYGREN DIRECTOR 1.00 X 0 0 0 JANNEKE STRAUB INTERIM EXECUTIVE DIRECTOR 40.00 X 116695 0 8364 GINA GUTIERREZ INTERIM EXECUTIVE DIRECTOR 40.00 X 75509 0 3500 TAMARA PARK INTERIM EXECUTIVE DIRECTOR 40.00 X 0 0 0 192204 0 11864 1 0 0 0 OPUS 3 ARTISTS 5670 WILSHIRE BLVD SUITE 1790 LOS ANGELES CA 90036 FEES FOR MUSICIANS 111500 1 31859 1038343 108675 1070202 TICKET SALES 711130 424239 424239 OJAI NORTH FESTIVAL 711130 169381 169381 OTHER PROGRAM REVENUE 711130 12160 12160 605780 9845 9845 102954 80226 22728 22728 22728 45670 31859 33695 11975 11975 1720530 605780 0 44548 X 224100 112050 56025 56025 127945 50789 5578 71578 24121 11157 4221 8743 31722 14673 5551 11498 91000 91000 698196 627166 43142 27888 52454 40753 1384 10317 85885 30628 3863 51394 44610 10791 10085 23734 207761 175018 16235 16508 13940 13940 16930 10158 3386 3386 9634 4456 1686 3492 EQUIPMENT 273429 273429 BANK AND CREDIT CARD FE 30865 30865 1932592 1361068 286961 284563 126350 164224 596249 573716 2634 15733 7563 4432 19240 37136 416418 316468 113119 99950 231843 219510 194059 188013 1291057 1302714 125118 96467 120115 119200 40000 110000 120000 341444 148274 136082 553507 803193 X -286601 -497818 600528 573716 423623 423623 737550 499521 1291057 1302714 -212062 -25967 0 X X 0 1 X 1 0 X 1137153 1080628 1339528 1094557 1070202 5722068 476948 543285 791428 534264 482069 2827994 1614101 1623913 2130956 1628821 1552271 8550062 150614 338347 319746 220314 221776 1250797 154314 166995 114780 140468 44754 621311 304928 505342 434526 360782 266530 1872108 6677954 45058 11676 13404 18894 32473 121505 45058 11676 13404 18894 32473 121505 206100 169381 375481 1659159 1635589 2144360 1853815 1754125 9047048 0.73810 0.73470 0.01340 0.01520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 427902 1754 20133 409523 380946 9056 46170 8270 427902 363519 26410 43904 52887 380946 379792 12985 29258 363519 354259 25533 379792 1.00000 1 0 4340 4340 166756 102810 63946 245322 213658 31664 99950 VENTURA COUNTY COMMUNITY FOUNDAITON ENDOWMENT 188013 F 188013 X 1724563 -25967 30000 4033 1720530 0 1720530 1962592 30000 30000 1932592 0 1932592 PART V, LINE 4: THE ORGANIZATION ESTABLISHED AN ENDOWMENT FUND TO PROVIDE INCOME TO ENSURE BOTH THE FESTIVAL AND ITS EDUCATIONAL OUTREACH PROGRAM BRAVO! CONTINUE THE TRADITION OF TOP CALIBER PROGRAMS FOR THE COMMUNITY, CALIFORNIA, THE NATION, AND THE WORLD. PART X, LINE 2: THE FESTIVAL IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D); THEREFORE, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE FESTIVAL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B) (1) (A) AND HAS BEEN CLASSIFIED AS A FESTIVAL THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) (1). THE FESTIVAL EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JULY 31, 2015, THE FESTIVAL HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE FESTIVAL FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE FESTIVAL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE JULY 31, 2011 AND JULY 31, 2010, RESPECTIVELY. ANNUAL GALA 13810 13810 1103 10425 491 WOMEN'S COMMITTEE 63719 31859 31860 5941 15735 77529 31859 45670 1103 16366 16226 33695 11975 DAVID NYGREN CURRENT BOARD MEMBER SHORT TERM WORKING CAPITAL X 20000 20000 0 1 1 NANCY BELL COE SHORT TERM WORKING CAPITAL X 25000 25000 0 1 1 CATHRYN KRAUSE SHORT TERM WORKING CAPITAL X 25000 25000 0 1 1 JAMES DRUMMY SHORT TERM WORKING CAPITAL X 20000 20000 0 1 1 GARY WASSERMAN SHORT TERM WORKING CAPITAL X 20000 20000 0 1 1 STEPHEN MORRIS REPAID IN FULL (FORGIVEN) - SHORT TERM WORKING CAPITAL X 40000 0 0 1 1 110000 X 10 56450 FMV ON DATE OF CONT. X 4 18625 FMV ON DATE OF CONT. X INTEREST 1 15671 FMV DISCOUNT X ARTIST TRAVEL 1 8458 ESTIMATED FMV X MATERIALS AND SUPPLIES 5 7471 ESTIMATED FMV X ADVERTISING 1 2000 ESTIMATED FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DAVID NYGREN AND CAROL NYGREN ARE RELATED FAMILY MEMBERS (BROTHER-IN-LAW / SISTER-IN-LAW) FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND KEY STAFF COMPLETE A FORM DISCLOSING ANY CONFLICTS OF INTEREST. THE EXECUTIVE DIRECTOR REVIEWS AND MONITORS ALL POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE ARTISTIC DIRECTOR. THE SALARY IS BASED UPON A COMBINATION OF COMPARABLE DATA AND PAST PERFORMANCE. THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAIABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ARTISTS AND RELATED FEES: PROGRAM SERVICE EXPENSES 627,166. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 627,166. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,142. FUNDRAISING EXPENSES 27,888. TOTAL EXPENSES 71,030. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT PROCESS AND SELECTION PROCESS REALTED TO THE FINANCIAL STATEMENT AUDIT FOR THE YEAR ENDED JULY 31, 2015 REMAINED UNCHANGED FROM THE PRIOR YEAR(S).