SAN FRANCISCO JAZZ ORGANIZATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO JAZZ ORGANIZATION (EIN 94-2990335)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349304384
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T12:55:31-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942990335 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO JAZZ ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 4153985655 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EMBARCADERO LOBBY LEVEL | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FELICE SWAPP | Name |
| Title | EXECUTIVE OPERATING DIRECTOR | Title |
| Phone | 4153985655 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A DOCILI | Name |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FELICE SWAPP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EMBARCADERO LOBBY LEVEL | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28764369 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SFJAZZ.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 56 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3917547 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20468209 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2777740 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3119912 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 164627 | InvestmentIncomePriorYear |
| Investment Income Current Year | 546401 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 280404 | OtherRevenuePriorYear |
| Other Revenue Current Year | 117112 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7140318 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24251634 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2237533 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2418780 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 34000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1459666 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4178060 | OtherExpensePriorYear |
| Other Expenses Current Year | 4816427 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6415593 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7269207 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 724725 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16982427 | RevenuesLessExpensesCY |
| Total Assets BOY | 28753279 | TotalAssetsBOY |
| Total Assets EOY | 46604496 | TotalAssetsEOY |
| Total Liabilities BOY | 1504310 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1842112 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27248969 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44762384 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SAN FRANCISCO JAZZ ORGANIZATION (THE ORGANIZATION) IS A CALIFORNIA NOT-FOR PROFIT CORPORATION ORGANIZED TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC THROUGH PRESENTATION AND EDUCATION IN THE SAN FRANCISCO BAY AREA. THE ORGANIZATION PRODUCES AND PROMOTES JAZZ CONCERTS AND EVENTS. 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3460433 | Expense |
| Revenue | 2685470 | Revenue |
| Description | MAIN EVENTS: AS THE SIXTH 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 SPRING AND FALL 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 IN PREMIER VENUES THROUGHOUT SAN FRANCISCO AND THE BAY AREA.ORIGINALLY THE SAN FRANCISCO JAZZ FESTIVAL WAS A SMALL-SCALE EVENT KNOWN MOSTLY IN THE LOCAL COMMUNITY, THE FESTIVAL HAS GROWN INTO A MULTI-MONTH SEASON FEATURING DOZENS OF EVENTS AND HAS RISEN TO NATIONAL AND INTERNATIONAL PROMINENCE. IN 2000, THE SFJAZZ SPRING SEASON WAS DEBUTED AND WAS AN INSTANT CRITICAL AND COMMERCIAL SUCCESS. FEATURING FIVE WEEKENDS OF EVENTS, EACH SHOWING A MULTI-GENERATIONAL APPROACH TO PARTICULAR MUSICAL INSTRUMENTS AND STYLES, IT WAS "SOMETHING NEW YORKERS COULD GET JEALOUS ABOUT," THE NEW YORK TIMES WROTE.THE SFJAZZ SPRING SEASON HAS EVOLVED INTO A MULTI-MONTH SEASON THAT SHOWCASES THE EVER-INCREASING GLOBAL IMPACT ON JAZZ AND THE EXCITING THINGS THAT CAN HAPPEN WHEN ARTISTS FROM ONE TRADITION FULLY EMBRACE THE INFLUENCES OF ANOTHER. THE EUROPEAN AND ISRAELI JAZZ INFLUX, R&B SINGERS CELEBRATING JAZZ QUEENS, AVANT-GARDE MASTERS LIVING THE BLUES, YOUNG JAZZ STARS RE-INVENTING ROCK AND SOUL-THEY WERE ALL INCLUDED IN THE SPRING 2011 SEASON-SFJAZZ'S MOST SUCCESSFUL SEASON IN THEIR 29 YEAR HISTORY.THE FALL FESTIVAL AND SPRING SEASON SHOWS ARE ARRANGED INTO EIGHT MAJOR THEMES: JAZZ CONTINUUM, ART OF THE SONG, CARRIBEANA, FLAMENCO SKETCHES, PIANISM, GLOBAL VILLAGE, SOULFUL SINGERS, AND HAPPENINGS. ATTENDANCE WAS UP OVER 20% FROM FY10 TO FY11.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 HAS BROKEN GROUND IN SAN FRANCISCO. 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 287988 | Expense |
| Revenue | 10444 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 522276 | Expense |
| Revenue | 381898 | Revenue |
| Description | 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-THE WEST COAST'S LARGEST NON-PROFIT JAZZ INSTITUTION AND THE PRESENTER OF THE ANNUAL SAN FRANCISCO JAZZ FESTIVAL-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 SPRING 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 58409 | Expense |
| Revenue | 42100 | Revenue |
| Description | SFJAZZ SUMMERFEST IS THE ORGANIZATION'S ANNUAL SERIES OF FREE OUTDOOR CONCERTS, FEATURING EVENTS FROM JULY THROUGH SEPTEMBER IN PARKS AND COMMERCIAL CENTERS THROUGHOUT THE BAY AREA. LOCATIONS INCLUDE UNION SQUARE, LEVI'S PLAZA, 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 58409 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 42100 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4329106 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 432 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 56 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN CHRESTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4153980341 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EMBARCADERO CENTER | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT MAILER ANDERSON | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| STEVEN BELL | |||||||
| VICE CHAIR/BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | X | |
| BILL BOWES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SAM BRITTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHONA BROWN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| WILLIE BROWN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES CHARNAS | |||||||
| SECRETARY/BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | X | |
| TIM DATTELS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| DAVID DRUMMOND | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KATE DUHAMEL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KYLE GOLDMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL HANDLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DEL ANDERSON HANDY | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BRIAN HOLLINS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JIMMY HORMEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BANNUS HUDSON | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ROBERTA KATZ | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JAMES MANYIKA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL MAUZE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JAMES MCELWEE | |||||||
| TREASURER/BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | X | |
| NION MCEVOY | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ANDY RUMER | |||||||
| AUDIT CHAIR/BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| SRINIJA SRINIVASAN | |||||||
| CHAIR/BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | X | |
| GREG STERN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| SANJAY VASWANI | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| THURMAN WHITE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARK ZITTER | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| RANDALL KLINE | |||||||
| EXECUTIVE ARTISTIC DIRECTOR | 50.00 | X | 190727 | 0 | 13454 | X | |
| FELICE SWAPP | |||||||
| EXECUTIVE OPERATING DIRECTOR | 50.00 | X | 192890 | 0 | 6578 | X | |
| KEVIN CAUSEY | |||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 144403 | 0 | 3926 | X | ||
| MICHAEL CHARLASCH | |||||||
| DIRECTOR OF MARKETING | 50.00 | 105828 | 0 | 11576 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 633848 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 35534 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARK CAVAGNERO ASSOCIATES | |||||
| 1045 SANSOME STREET SUITE 200 | SAN FRANCISCO | CA | 94111 | ARCHITECT | 1825713 |
| HATHAWAY DINWIDDIE | |||||
| 275 BATTERY STREET SUITE 300 | SAN FRANCISCO | CA | 94111 | GENERAL CONTRACTOR | 539020 |
| SAN FRANCISCO PERFORMING ARTS CENTER FND | |||||
| 401 VAN NESS AVENUE 110 | SAN FRANCISCO | CA | 94102 | PERFORMANCE VENUE | 205936 |
| SRM ASSOCIATES | |||||
| 1070 MARINA VILLAGE PKWY 200 | ALAMEDA | CA | 94501 | PROJECT MANAGEMENT | 196861 |
| KPM CONSULTING LLC | |||||
| 2332 FIFTH ST | BERKELEY | CA | 94710 | PROJECT MANAGEMENT | 105341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 352580 | FundraisingEvents |
| Government Grants | 195200 | GovernmentGrants |
| All Other Contributions | 19920429 | AllOtherContributions |
| Noncash Contributions | 22815 | NoncashContributions |
| Total Contributions | 20468209 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EVENTS AND PROGRAMS | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 3119912 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3119912 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3119912 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 223986 | TotalRevenueColumn |
| Exclusion | $223,986 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 103969 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 196870 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -92901 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -92901 | TotalRevenueColumn |
| Exclusion | -$92,901 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4290062 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3947960 | Securities |
| Other | 19687 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 342102 | Securities |
| Other | -19687 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 322415 | TotalRevenueColumn |
| Exclusion | $322,415 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 499817 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 352580 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 329295 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170522 | TotalRevenueColumn |
| Exclusion | $170,522 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 57461 | GrossSalesOfInventory |
| Cost Of Goods Sold | 18923 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38538 | TotalRevenueColumn |
| Exclusion | $38,538 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 953 | TotalRevenueColumn |
| Exclusion | $953 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 953 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24251634 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3119912 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $663,513 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703515 | Total |
| Program Services | 200256 | ProgramServices |
| Management And General | 279160 | ManagementAndGeneral |
| Fundraising | 224099 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1443386 | Total |
| Program Services | 759838 | ProgramServices |
| Management And General | 302573 | ManagementAndGeneral |
| Fundraising | 380975 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14952 | Total |
| Program Services | 6747 | ProgramServices |
| Management And General | 4015 | ManagementAndGeneral |
| Fundraising | 4190 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97111 | Total |
| Program Services | 43820 | ProgramServices |
| Management And General | 26076 | ManagementAndGeneral |
| Fundraising | 27215 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159816 | Total |
| Program Services | 72114 | ProgramServices |
| Management And General | 42914 | ManagementAndGeneral |
| Fundraising | 44788 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88229 | Total |
| Program Services | 62409 | ProgramServices |
| Management And General | 15593 | ManagementAndGeneral |
| Fundraising | 10227 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6891 | Total |
| Program Services | 67 | ProgramServices |
| Management And General | 6824 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60544 | Total |
| Management And General | 60544 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34000 | Total |
| Fundraising | 34000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1771272 | Total |
| Program Services | 1719482 | ProgramServices |
| Management And General | 24180 | ManagementAndGeneral |
| Fundraising | 27610 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523506 | Total |
| Program Services | 523212 | ProgramServices |
| Management And General | 2 | ManagementAndGeneral |
| Fundraising | 292 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271756 | Total |
| Program Services | 18815 | ProgramServices |
| Management And General | 195022 | ManagementAndGeneral |
| Fundraising | 57919 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115730 | Total |
| Program Services | 812 | ProgramServices |
| Management And General | 107695 | ManagementAndGeneral |
| Fundraising | 7223 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41627 | Total |
| Program Services | 41433 | ProgramServices |
| Management And General | 194 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251967 | Total |
| Management And General | 251967 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217123 | Total |
| Program Services | 173687 | ProgramServices |
| Management And General | 29906 | ManagementAndGeneral |
| Fundraising | 13530 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4496 | Total |
| Management And General | 4496 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55355 | Total |
| Management And General | 55355 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38072 | Total |
| Management And General | 38072 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| CAMPAIGN & FACILITY EXP | 565547 | 565547 | ||
| EVENT RELATED EXPENSES | 542222 | 34767 | 506376 | 1079 |
| EQUIPMENT RENTALS | 135500 | 135500 | ||
| OTHER EXPENSE | 126590 | 27284 | 64538 | 34768 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7269207 | Total |
| Program Services | 4329106 | ProgramServices |
| Management And General | 1480435 | ManagementAndGeneral |
| Fundraising | 1459666 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316905 | BOY |
| EOY | 739320 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 334669 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10531536 | BOY |
| EOY | 15866316 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83525 | BOY |
| EOY | 46381 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28335 | BOY |
| EOY | 28111 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107292 | BOY |
| EOY | 198010 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12660639 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 449270 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9064551 | BOY |
| EOY | 12211369 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48818 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8572317 | BOY |
| EOY | 17180320 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28753279 | BOY |
| EOY | 46604496 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517820 | BOY |
| EOY | 860920 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236490 | BOY |
| EOY | 381192 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750000 | BOY |
| EOY | 600000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504310 | BOY |
| EOY | 1842112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -653511 | BOY |
| EOY | -497388 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22476780 | BOY |
| EOY | 39833872 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5425700 | BOY |
| EOY | 5425900 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27248969 | BOY |
| EOY | 44762384 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28753279 | BOY |
| EOY | 46604496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16982427 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 530988 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2732302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3890063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2366916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3917547 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20468209 | CurrentTaxYear |
| Total | 33375037 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2203903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3422013 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2749856 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2777740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3119912 | CurrentTaxYear |
| Total | 14273424 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4936205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7312076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5116772 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6695287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23588121 | CurrentTaxYear |
| Total | 47648461 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 338627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1994100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 488857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 802865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3657841 | CurrentTaxYear |
| Total | 7282290 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 338627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1994100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 488857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 802865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3657841 | CurrentTaxYear |
| Total | 7282290 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 40366171 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 162464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 721746 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 420601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 376266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 327955 | CurrentTaxYear |
| Total | 2009032 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 162464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 721746 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 420601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 376266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 327955 | CurrentTaxYear |
| Total | 2009032 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 496386 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 868543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 953 | CurrentTaxYear |
| Total | 1431898 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5098669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8530208 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6405916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7137569 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23917029 | CurrentTaxYear |
| Total | 51089391 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.79010 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.76830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03930 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06190 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5880317 | BeginningOfYearBalance |
| Contributions | 200 | Contributions |
| Investment Earnings Or Losses | 742775 | InvestmentEarningsOrLosses |
| Other Expenditures | 300000 | OtherExpenditures |
| End Of Year Balance | 6323292 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5301579 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 578738 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5880317 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6759527 | BeginningOfYearBalance |
| Contributions | 100 | Contributions |
| Investment Earnings Or Losses | -1376065 | InvestmentEarningsOrLosses |
| Other Expenditures | 81983 | OtherExpenditures |
| End Of Year Balance | 5301579 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00980 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85810 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13210 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5896183 | OtherCostOrOtherBasis |
| Book Value | 5896183 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24390 | OtherCostOrOtherBasis |
| Book Value | 24390 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 514237 | OtherCostOrOtherBasis |
| Depreciation | 448016 | Depreciation |
| Book Value | 66221 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6225829 | OtherCostOrOtherBasis |
| Depreciation | 1254 | Depreciation |
| Book Value | 6224575 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12211369 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TIFF FUNDS | 5595247 | F |
| MUTUAL FUNDS | 11585073 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17180320 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINE OF CREDIT | Description |
| Amount | $600,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 600000 | TotalOfAmounts |
| Total Revenue | 24251634 | TotalRevenue |
| Total Expenses | 7269207 | TotalExpenses |
| Excess Or Deficit For Year | 16982427 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 530988 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 530988 | TotalAdjustments |
| Excess Or Deficit Per FS | 17513415 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25563837 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 530988 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 216440 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 747428 | RevenueNotRptdF990 |
| Revenue Subtotal | 24816409 | RevenueSubtotal |
| Other Revenues Not Included | -564775 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -564775 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24251634 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8050422 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 216440 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 564775 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 781215 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7269207 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7269207 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SFJAZZ HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701(D). SFJAZZ IS THE SOLE MEMBER OF SFJ PROPERTIES, LLC, A CALIFORNIA LIMITED LIABILITY COMPANY. SFJAZZ FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY FASB ASC TOPIC 740. AS OF JUNE 30, 2011, 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. SFJAZZ IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL OR STATE AUTHORITIES FOR THE YEARS BEFORE FISCAL YEAR ENDED 2008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -18,923. SPECIAL EVENTS EXPENSE -329,295. RENTAL EXPENSE -196,870. LOSS ON ABANDONMENT -19,687. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 18,923. SPECIAL EVENTS EXPENSE 329,295. RENTAL EXPENSE 196,870. LOSS ON ABANDONMENT 19,687. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECT LINE TECHNOLOGIES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 N CARPENTER RD BLDG D | AddressLine1 |
| City | MODESTO | City |
| State | CA | State |
| ZIP Code | 95351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MEMBERSHIP DRIVE | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 27260 | GrossReceipts |
| Amount Retained By Contractor | 34000 | AmountRetainedByContractor |
| Net To Organization | -6740 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 27260 | TotalGrossReceipts |
| Total Retained By Contractors | 34000 | TotalRetainedByContractors |
| Total Net To Organization | -6740 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SF JAZZ GALA | NameOfEvent1 |
| Gross Receipts Event1 | 852397 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 352580 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 499817 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 329295 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 852397 | GrossReceiptsTotal |
| Charitable Contributions Total | 352580 | CharitableContributionsTotal |
| Gross Revenue Total Events | 499817 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 329295 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 329295 | DirectExpenseSummaryEvents |
| Net Income Summary | 170522 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RANDALL KLINE | |||||||||||||
| 190727 | 0 | 0 | 0 | 0 | 0 | 4875 | 0 | 8579 | 0 | 204181 | 0 | 0 | 0 |
| FELICE SWAPP | |||||||||||||
| 192890 | 0 | 0 | 0 | 0 | 0 | 3047 | 0 | 3531 | 0 | 199468 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | HOOD & STRONG WILL FORWARD THE COMPLETED FORM 990 TO SFJAZZ'S CONTROLLER, WHO WILL THEN FORWARD 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 CONTROLLER. EITHER THE CONTROLLER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. | |
| EACH COVERED PERSON HAS TO DISCLOSE ANY CONFLICT OF INTEREST. FAILURE TO MAKE THE REQUIRED DISCLOSURE WILL BE SUBJECTED TO DISCIPLINARY AND CORRECTIVE ACTION, UP TO AND INCLUDING REMOVAL. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION DISTRIBUTES ITS FINANCIAL STATEMENTS, CONFLICTS OF INTEREST AND GOVERNING DOCUMENTS TO ANY PERSON OR ENTITY THAT HAS REQUESTED IT. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 530,988. | FORM 990, PART XI, LINE 5: |
| THE ROLE OF THE AUDIT COMMITTEE | THE ROLE AND PROCESS OF THE AUDIT COMMITTEE HAVE NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SFJ PROPERTIES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 CALIFORNIA ST STE 500 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942990335 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | -112588 | TotalIncome |
| EOY Assets | 12498519 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
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