2024-11-14T08:30:08-08:00 2023-12-31 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2023-01-01 946036515 Monterey Jazz Festival MONT 8313733366 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 Colleen Bailey Executive Dir. 2024-11-14 true true Patricia M Kaufman CPA P00312047 8313733337 2023 2024-10-15 13:58:12Z X Colleen Bailey 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 6065352 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 15 142 150 2347 1347 1355060 807882 2892235 3133458 39828 43899 35682 4632 4322805 3989871 0 0 1282946 1519773 0 142338 2762324 2935982 4045270 4455755 277535 -465884 3560341 3377624 155096 198271 3405245 3179353 The Monterey Jazz Festival's mission is to inspire the discovery and celebration of jazz, anchored by an iconic festival. false false 3407717 3045777 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. 551905 87681 The Festival provides 3,000+ young people with direct access to the nationally recognized jazz musicians and music instructors. These programs fill an educational gap in our schools underfunded music programs and provide mentorship and performance opportunities to foster creativity for the next generation's jazz musicians. The education programs include: the 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. 3959622 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 76 0 true 142 true true true 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 Thom Taft 8313733366 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 Tim Jackson Artistic Dir. 30.00 0.00 X 189672 0 1916 Colleen Bailey Executive Dir. 40.00 0.00 X X 123859 0 14696 Tony Caparelli Finance Dir. 40.00 0.00 X 107124 0 8999 Tom LaFaille Chair Elect 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 President 1.00 0.00 X X 0 0 0 Cydney Payton Director 1.00 0.00 X 0 0 0 Don Barnett Treasurer 2.00 0.00 X X 0 0 0 Sharon Wesley Director 1.00 0.00 X 0 0 0 John Garcia Director 1.00 0.00 X 0 0 0 Lori Ella Miller Director 1.00 0.00 X 0 0 0 Susie Brusa Director 1.00 0.00 X 0 0 0 Mike Knapek Director 1.00 0.00 X 0 0 0 Laura Zehm Director 2.00 0.00 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 420655 25611 3 false true false 0 153775 25000 629107 807882 Advertising Income 519100 2347 2347 Jazz Education 711300 81229 81229 Monterey Jazz Festival 711300 3043430 3043430 Music Instrument Income 711130 6452 6452 3133458 17430 17430 0 0 0 2017190 1990721 26469 26469 26469 89392 153775 84760 4632 4632 0 0 0 3989871 3131111 2347 48531 0 0 0 0 446265 378888 67377 0 847059 763699 37526 45834 37839 3135 34704 85753 42754 42340 659 102857 86786 12698 3373 0 7297 2497 4800 29513 216 29297 0 0 21850 21850 194338 168376 218 25744 384463 376236 500 7727 19210 1884 2995 14331 0 0 31361 1344 30017 253570 245350 6228 1992 0 0 8073 8073 0 11273 11273 28859 28859 Artist Fees 820727 808727 12000 Facility Rental 274982 274982 Stage Expense 272981 257249 15732 Security 147035 144954 2081 430450 402545 15040 12865 4455755 3959622 353795 142338 379443 262910 517411 37098 112750 93509 39013 0 0 0 0 0 22805 10000 844051 568509 286815 275542 2140413 2506874 0 0 130000 61691 61691 3560341 3377624 50267 105489 104829 92782 155096 198271 X 3090230 2761149 315015 418204 3405245 3179353 3560341 3377624 -465884 239992 X false true X true false X 1361686 1213780 2612580 1355059 807883 7350988 2746697 24292 1306709 2892235 3131596 10101529 113203 21270 133291 54043 89392 411199 0 0 4221586 1259342 4052580 4301337 4028871 17863716 296996 491016 1791833 233500 43550 2856895 0 296996 491016 1791833 233500 43550 2856895 15006821 32251 15890 43630 39731 17430 148932 0 32251 15890 43630 39731 17430 148932 5653 356 4397 2578 1862 14846 308 301 609 4259798 1275889 4100607 4343646 4048163 18028103 0.83240 0.82860 0.00830 0.00900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2140414 366460 2506874 2422621 -254457 27750 2140414 821439 1519000 89757 7575 2422621 964882 51317 194760 821439 1058835 141767 235719 964883 0.92500 0.03400 0.04100 false false false 57600 57600 408431 204204 204227 27656 27656 350364 336649 13715 275542 X 4297858 239992 5085 84760 329837 3968021 21850 21850 3989871 4523750 5085 84760 89845 4433905 21850 21850 4455755 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, 2023. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Expenses $84760 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Events $84760 false Gala 209797 153775 56022 72005 1319 Jazz Hacienda 27580 27580 32 1 5790 5790 11404 243167 153775 89392 72005 12755 84760 4632 X true X X X X false false false false false false false false false Tim Jackson Artistic Dir. 189672 1916 191588 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.