2023-08-17T14:35:44-07:00 2022-12-31 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2022-01-01 946036515 Monterey Jazz Festival MONT 8313733366 PO Box JAZZ Monterey CA 93940 Colleen Bailey Executive Dir. 2023-08-17 true Colleen Bailey 999009999 true Patricia M Kaufman CPA P00312047 8313733337 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Colleen Bailey PO Box JAZZ Monterey CA 93940 4404277 false X www.MontereyJazzFestival.org X 1958 CA The Monterey Jazz Festival's mission is to inspire the discovery and celebration of jazz, anchored by an iconic festival. 15 15 116 450 922 2612581 1355060 1306709 2892235 73420 39828 136428 35682 4129138 4322805 0 0 914001 1282946 0 39639 1380968 2762324 2294969 4045270 1834169 277535 3593346 3560341 172599 155096 3420747 3405245 The Monterey Jazz Festival's mission is to inspire the discovery and celebration of jazz, anchored by an iconic festival. false false 3055055 2866131 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. 538261 26104 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 mentorship and 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 Festival (MJF) Regional All Star Band and Vocal Ensemble, MJF All Star Middle School Combo, Summer Jazz Camp, Jazz Uplifts!, master classes and workshops, and an instrument bank & sheet music library. National programs include the Next Generation Jazz Orchestra and the Next Generation Women in Jazz Combo as well as our HBCU (Historically Black Colleges and Universities) Partnership Program, which brings students from HBCUs throughout the U.S. to Monterey to provide career and performance opportunities with internationally renowned jazz artists during our annual festival. Monterey Jazz Festival partners with Texas Southern University (TSU) to produce MJF @ TSU, an annual, free 4-day intensive program featuring MJF Artist-in-Residence and Texas based jazz musicians and industry experts. Since the onset of the COVID-19 Pandemic, MJF Education has expanded its offerings to include online jazz education programs through its YouTube channel: The Listening Space featuring Gerald Clayton, Director of Next Generation Jazz Orchestra, and Welcome to the Sands Box featuring Christian Sands, MJFs Artist in Residence. 3593316 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 true 71 0 true 116 true false false false false false false false 0 false false false false false false false X 15 15 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 184147 0 0 Colleen Bailey Executive Dir. 40.00 0.00 X X 107254 0 20175 Tony Caparelli Finance Dir. 40.00 0.00 X 81001 0 700 Tom LaFaille Director 1.00 0.00 X 0 0 0 Sherol Chen Director 1.00 0.00 X 0 0 0 Larry Williams Sr Director 1.00 0.00 X 0 0 0 Clint Eastwood Director 1.00 0.00 X 0 0 0 Ken Gordon Chair Elect 1.00 0.00 X 0 0 0 Cydney Payton Director 1.00 0.00 X 0 0 0 Howard Fisher Treasurer 2.00 0.00 X X 0 0 0 Sharon Wesley Director 1.00 0.00 X 0 0 0 Letty Ledbetter Director 1.00 0.00 X 0 0 0 Lori Ella Miller Director 1.00 0.00 X 0 0 0 Peter Orr Director 1.00 0.00 X 0 0 0 Mike Knapek Director 1.00 0.00 X 0 0 0 Laura Zehm President 2.00 0.00 X X 0 0 0 Kevin Cartwright Director 1.00 0.00 X 0 0 0 Mimi Hahn Secretary 2.00 0.00 X X 0 0 0 372402 20875 2 false true false 0 411422 943638 5436 1355060 Advertising Income 519100 922 922 Jazz Education 711300 23810 23810 Monterey Jazz Festival 711300 2865208 2865208 Music Instrument Income 711130 2295 2295 2892235 39731 39731 0 0 0 60630 60533 97 97 97 54043 20939 33104 33104 0 0 Other Revenue 900099 2578 2578 2578 4322805 2893891 922 72932 X 0 0 0 0 393277 331167 62110 0 682102 656213 25889 21503 4353 17150 92466 41439 51027 93598 71706 21892 0 8535 8535 56107 56107 0 0 24415 24415 126111 79789 42934 3388 410213 399993 10220 11050 5900 2890 2260 0 0 24805 3408 21397 262223 257748 3062 1413 0 0 9450 9450 0 17341 17341 28480 28480 Artist Fees 618585 614085 4500 Stage Expense 256758 255478 1280 Facility Rental 248180 248180 Merchandising 143969 143969 516102 479888 19636 16578 4045270 3593316 412315 39639 428690 379443 316162 517411 35750 112750 19240 39013 0 0 0 0 5036 22805 844051 557236 304156 286815 2422621 2140413 0 0 0 61691 61691 3593346 3560341 39763 50267 15660 117176 104829 172599 155096 X 3129871 3090230 290876 315015 3420747 3405245 3593346 3560341 277535 -293037 X false true X true false X 929758 1361686 1213780 2612580 1355059 7472863 3016720 2746697 24292 1306709 2892235 9986653 186604 113203 21270 133291 54043 508411 0 0 4133082 4221586 1259342 4052580 4301337 17967927 118650 296996 491016 1791833 233500 2931995 0 118650 296996 491016 1791833 233500 2931995 15035932 32715 32251 15890 43630 39731 164217 0 32715 32251 15890 43630 39731 164217 900 5653 356 4397 2578 13884 308 301 609 4166697 4259798 1275889 4100607 4343646 18146637 0.82860 0.83050 0.00900 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2422621 -254457 27750 2140414 821439 1519000 89757 7575 2422621 964882 51317 194760 821439 1058835 141767 235719 964883 864576 257219 -62960 1058835 0.92000 0.05000 0.03000 false false false 57600 57600 408431 193732 214699 27656 27709 -53 350364 335795 14569 286815 X 4072792 -293037 46500 20939 -225598 4298390 24415 24415 4322805 4088294 46500 20939 67439 4020855 24415 24415 4045270 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, 2022. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Expenses $20939 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Events $20939 false Jazz Hacienda 42943 42943 15436 725 Breakfast Salon 11100 11100 4778 54043 54043 15436 5503 20939 33104 X true X X X X false false false false false false false false false Tim Jackson Artistic Dir. 184147 184147 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. Form 990, Part VI, Section B, Line 11b 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, Section B, Line 12c Board members are asked to fill out a new Conflict of Interest Policy at the beginning of each year, which asks that they disclose any potential conflict of interest. Also, the Employee Handbook includes a Conflict of Interest policy. Form 990, Part VI, Section B, Line 15a 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, Section B, Line 15b The Executive Committee is responsible for reviewing the performance and compensation of other key employees annually. Form 990, Part VI, Section C, Line 19 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. Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Bank and Merchant Fees: Column (A) - Total = $100317; Column (B) - Program Services = $88134; Column (C) - Management & General = $493; Column (D) - Fundraising = $11690 Form 990, Part IX, Line 24e Catering: Column (A) - Total = $143627; Column (B) - Program Services = $143627; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Dues & subscriptions: Column (A) - Total = $23113; Column (B) - Program Services = $6628; Column (C) - Management & General = $11625; Column (D) - Fundraising = $4860 Form 990, Part IX, Line 24e Equipment Rental: Column (A) - Total = $97429; Column (B) - Program Services = $97429; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Other expense: Column (A) - Total = $1458; Column (B) - Program Services = $1458; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Postage and Mailing: Column (A) - Total = $1575; Column (B) - Program Services = $388; Column (C) - Management & General = $1159; Column (D) - Fundraising = $28 Form 990, Part IX, Line 24e Repairs & maintenance: Column (A) - Total = $6594; Column (B) - Program Services = $1581; Column (C) - Management & General = $5013; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Security: Column (A) - Total = $120679; Column (B) - Program Services = $120679; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Tax & License: Column (A) - Total = $21310; Column (B) - Program Services = $19964; Column (C) - Management & General = $1346; Column (D) - Fundraising = $0