2015-06-04T14:09:23-05:00 2014-07-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2013-08-01 952122508 OJAI FESTIVALS LTD OJAI 8056462094 PO BOX 185 OJAI CA 93024 TAMARA PARK EXECUTIVE DIRECTOR 8056462094 2015-05-28 1 CHRISLEY N REED CPA P00025230 8059629175 2013 2016-02-25 16:41:14Z TAMARA PARK PO BOX 185 OJAI CA 93024 1959965 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. 18 18 9 145 0 0 1339528 1161075 711972 619943 34493 18894 56364 14726 2142357 1814638 0 0 0 0 470622 406685 83150 0 287614 1546878 1569467 2100650 1976152 41707 -161514 997007 1291057 675938 553507 321069 737550 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 ATTRACTS MUSIC LOVERS FROM ACROSS CALIFORNIA, THE NATION AND THE WORLD. THE FESTIVAL ALSO FEATURES NUMEROUS SYMPOSIA AND LECTURES GIVEN BY TWO OF THE COUNTRY'S LEADING MUSICOLOGISTS. 0 0 1160986 413843 WORLD RENOWNED PIANIST JEREMY DENK SERVED AS THE MUSIC DIRECTOR OF THE 68TH OJAI MUSIC FESTIVAL. JOINING DENK FOR THE 2014 FESTIVAL WAS MANY OF HIS FAVORITE ARTISTIC COLLABORATORS: THE KNIGHTS, BROOKLYN RIDER, CONDUCTOR ROBERT SPANO, PIANIST TIMO ANDRES, JAZZ PIANIST URI CAINE, AND VIOLINST JENNIFER FRAUTSCHI.THE FESTIVAL PRESENTED THE WORLD PREMIERE OF THE OPERA, "THE CLASSICAL STYLE," WITH MUSIC BY PULITIZER-PRIZE COMPOSER STEVEN STUCKY AND LIBRETTO BY JEREMY DENK.OJAI OFFERED LIVE STREAMING OF FESTIVAL CONCERTS AND INCLUDED INTERVIEWS WITH ARTISTS AND SPECIAL GUESTS. LAUNCHED IN 2012, THE FESTIVAL'S LIVE STREAMING AND ITS SUBSEQUENT ARCHIVAL OFFERINGS HAVE EXPANDED THE REACH OF THE FESTIVAL WITH MORE THAN 10,000 VIEWS. 214998 206100 OJAI MUSIC FESTIVAL AND CAL PERFORMANCES CONTINUED ITS INDUSTRY ACCLAIMED PARTNERSHIP TO BRING SEVERAL OJAI MUSIC FESTIVAL PROGRAMS TO THE UC BERKELEY IMMEDIATELY FOLLOWING THE ANNUAL OJAI MUSIC FESTIVAL IN JUNE. 57333 FOR OVER THIRTY YEARS, THE FESTIVAL HAS OFFERED FREE MUSIC EDUCATION TO AREA SCHOOLS WITH ITS MUSICIAN IN RESIDENCE, MUSIC VAN, AND EDUCATION THROUGH MUSIC PROGRAMS. ESTABLISHED IN 1980, THE BRAVO MUSIC EDUCATION PROGRAM REACHES OVER 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. 1433317 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 72 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TAMARA PARK EXECUTIVE DIRECTOR 8056462094 201 S SIGNAL STREET OJAI CA 93023 STEPHEN JM MORRIS 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 GREGORY SMITH TREASURER 5.00 X X 0 0 0 NANCYBELL COE DIRECTOR 1.00 X 0 0 0 DONALD W COSGROVE 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 DAVID NYGREN DIRECTOR 1.00 X 0 0 0 SCOTT REED DIRECTOR 1.00 X 0 0 0 RONNIE RODRIGUEZ 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 THOMAS W MORRIS INTERIM DIRECTOR 40.00 X 30000 0 0 ABHIJIT SENGUPTA FORMER DIRECTOR 40.00 X 32260 0 0 JANNEKE STRAUB EXECUTIVE DIRECTOR 40.00 X 0 0 0 62260 0 0 0 0 0 0 OPUS 3 ARTISTS 5670 WILSHIRE BLVD SUITE 1790 LOS ANGELES CA 90036 FEES FOR MUSICIANS 211195 1 66518 1094557 156381 1161075 TICKET SALES 711130 400811 400811 OJAI NORTH FESTIVAL 711130 206100 206100 OTHER PROGRAM REVENUE 711130 13032 13032 619943 6978 6978 105034 93118 11916 11916 11916 66935 66518 52209 14726 14726 1814638 619943 0 33620 X 132037 66019 33009 33009 224853 97952 31655 95246 22719 10043 6449 6227 27076 12086 4889 10101 85200 85200 31440 31440 766672 731582 2794 32296 175789 119599 14342 41848 35789 25393 2018 8378 37461 22305 7013 8143 158329 153534 1309 3486 20436 720 1975 17741 8196 8196 20056 12034 4011 4011 7144 3160 1280 2704 EQUIPMENT 130409 120818 3014 6577 OTHER EXPENSES 67062 35324 15213 16525 TAXES AND OTHER FEES 25484 22748 1414 1322 1976152 1433317 255221 287614 289096 126350 173872 596249 6546 2634 3470 7563 9764 19240 412656 299537 120010 113119 222291 231843 171958 194059 997007 1291057 210286 125118 196465 120115 0 40000 120000 120000 149187 148274 675938 553507 X -250635 -286601 157137 600528 414567 423623 321069 737550 997007 1291057 X -161514 27276 522394 28325 X X 0 1 X 1 0 X 1092472 1137153 1080628 1339528 1094557 5744338 304348 476948 543285 791428 534264 2650273 1396820 1614101 1623913 2130956 1628821 8394611 126023 150614 338347 319746 220314 1155044 246295 154314 166995 114780 140468 822852 372318 304928 505342 434526 360782 1977896 6416715 43960 45058 11676 13404 18894 132992 43960 45058 11676 13404 18894 132992 206100 206100 1440780 1659159 1635589 2144360 1853815 8733703 0.73470 0.74300 0.01520 0.01470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 380946 9056 46170 8270 427902 363519 26410 43904 52887 380946 379792 12985 29258 363519 354259 25533 379792 336035 18224 354259 0.00000 0.99000 0.01000 1 0 4340 4340 166756 98641 68115 241560 200896 40664 113119 VENTURA COUNTY COMMUNITY FOUNDAITON ENDOWMENT 194059 F 194059 X 2394308 27276 552394 579670 1814638 0 1814638 2006152 30000 30000 1976152 0 1976152 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, 2014, 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, 2010 AND JULY 31, 2009, RESPECTIVELY. ANNUAL GALA 44100 32093 12007 4469 10393 7733 WOMEN'S COMMITTEE 89353 34425 54928 571 29043 133453 66518 66935 5040 10393 36776 52209 14726 STEPHEN JM MORRIS CURRENT BOARD MEMBER SHORT TERM WORKING CAPITAL X 40000 40000 0 1 1 40000 X 88519 FMV ON DATE OF CONT. X ADVERTISING 50 46795 ESTIMATED FMV X MATERIALS AND 25 12609 ESTIMATED FMV X ARTIST TRAVEL 10 8458 ESTIMATED FMV 0 0 0 0 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 731,582. MANAGEMENT AND GENERAL EXPENSES 2,794. FUNDRAISING EXPENSES 32,296. TOTAL EXPENSES 766,672. FORM 990, PART XI, LINE 9: DIFFERENCE IN PRIOR YEAR AUDITED FINANCIAL STATEMENTS VERSUS FORM 990 28,325. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS ESTABLISHED AN AUDIT COMMITTEE TO OVERSEE THE SELECTION OF THE INDEPENDENT AUDITOR, REVIEW THE AUDIT, CIRCULATE THE AUDIT TO THE PRESIDENT, AND RECOMMEND THE AUDIT FOR APPROVAL TO THE FULL BOARD.