2025-01-24T08:23:08-06:00 2024-03-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-04-01 770140627 SAN JOSE JAZZ SANJ 4082887557 310 S 1ST STREET SAN JOSE CA 95113 JULIE RAMIREZ CHAIRMAN 4082887557 2025-01-13 1 1 SCOTT R SMEAD P01208759 4088556770 2023 2025-03-06 01:10:19Z JULIE RAMIREZ 310 S 1ST STREET SAN JOSE CA 95113 3383081 0 X WWW.SANJOSEJAZZ.ORG X 1986 CA SAN JOSE JAZZ ENRICHES OUR COMMUNITY THROUGH JAZZ EDUCATION AND PERFORMANCE. 18 17 151 350 0 0 1607873 1509840 1576567 1775067 8767 56483 20310 13968 3213517 3355358 0 0 0 0 1134201 1316509 0 0 187420 2034797 1885054 3168998 3201563 44519 153795 2186963 2589174 80626 330243 2106337 2258931 X SAN JOSE JAZZ IS A 38 YEAR OLD PUBLIC BENEFIT CORPORATION WHOSE MISSION IS TO PROMOTE JAZZ THROUGH EDUCATION AND PERFORMANCE. THE ORGANIZATION'S PURPOSE IS TO HELP BUILD A STRONGER, MORE VIBRANT COMMUNITY, TO ENHANCE THE RECOGNIZED VALUE OF ARTS TO THE INDIVIDUAL AND SOCIETY, TO PROMOTE HEALTHY INDIVIDUALS AND HEALTHY COMMUNITIES, AND TO USE MUSIC AND EVENTS TO BRING PEOPLE TOGETHER. 0 0 548074 366374 SAN JOSE JAZZ EDUCATION PROGRAMS PROGRESSIONS IS SAN JOSE JAZZ'S YEAR-ROUND IN-SCHOOL AND AFTER-SCHOOL YOUTH DEVELOPMENT PROGRAM THAT USES MUSIC TO CONNECT WITH LOW-INCOME, AT-RISK STUDENTS, CHALLENGES THEM WITH A RIGOROUS MUSIC EDUCATION PROGRAM, AND HELPS THEM TO BUILD A PRO-SOCIAL COMMUNITY. THE PROGRAM FOCUSES ON HELPING TO KEEP PARTICIPANTS IN SCHOOL, OUT OF GANGS, AND ON THE ROAD TO BECOMING BETTER STUDENTS AND CONTRIBUTING CITIZENS. PROGRESSIONS IS TAUGHT BY PROFESSIONAL MUSICIANS/EDUCATORS/MENTORS WHO TEACH STUDENTS TO READ MUSIC, MASTER INSTRUMENTS, AND COLLABORATE IN ENSEMBLES, BANDS, AND CHOIRS WHICH HELP THEM: DEVELOP AS INDIVIDUALS, LEARN TO SET AND ACHIEVE GOALS, AND UNDERSTAND WHAT IT TAKES TO SUCCEED IN LIFE AND IN THE CLASSROOM. IN ADDITION TO MUSIC INSTRUCTION THE PROGRAM PROVIDES HOMEWORK SUPPORT, NUTRITION (A SUPPER MEAL), MENTORSHIP, AND RECREATION OPPORTUNITIES. 451081 192026 THE SJZ NEW WORKS FESTIVAL, APRIL - MAY, FEATURE NINE NIGHTS OF LIVE AND STREAMED PERFORMANCES BY SOME OF THE MOST EXCITING ARTISTS IN JAZZ, BLUES, R&B, SOUL AND ELECTRONIC MUSIC IN THE SF BAY AREA AND NEW YORK. THE FESTIVAL IS AN OUTGROWTH OF SJZ'S JAZZ AID FUND INITIATIVE, WHICH PROVIDED GRANTS INDIVIDUALLY TO 33 ARTISTS, EACH TO PRODUCE A NEW WORK. A DIRECT RESPONSE TO THE CORONAVIRUS PANDEMIC, THESE GRANTS PROVIDED IMMEDIATE FUNDS TO THESE MUSICIANS, WHO HAD BEEN LARGELY EXCLUDED FROM REGIONAL AND NATIONAL AID EFFORTS. THE WORKS SUBMITTED HAVE PROVEN TO BE EXTRAORDINARY, AND WE'VE CHOSEN 10 ARTISTS TO PRESENT 45-MINUTE SEGMENTS AVAILABLE TO CREATE GREAT EVENINGS OF MUSIC . THE FEST ALSO INCLUDES A FREE INTERNATIONAL JAZZ DAY LIVE STREAM ON APRIL 30. THESE CONCERTS WILL BE CAPTURED IN THE SJZ BREAK ROOM, A POPUP VIDEO RECORDING STUDIO AND VENUE THAT SJZ HAS DEVELOPED IN ITS GROUND FLOOR OFFICES AT FIRST AND SAN CARLOS IN SAN JOSE'S SOFA DISTRICT. THE TECHNOLOGY OF THE SPACE IS FIRST-CLASS WITH MARVELOUS SOUND, LIGHTING AND VIDEO, AND ALL THE ACTION IS PROJECTION-MAPPED TO A 35' X 14' BANK OF WINDOWS, PROVIDING THE SHOW FREE TO THE PUBLIC AND ENLIVENING DOWNTOWN STREET LIFE. SAN JOSE JAZZ (SJZ) WINTER FEST IS SCHEDULED FOR FEBRUARY EACH YEAR. WINTER FEST WILL BE CENTERED IN DOWNTOWN SAN JOSE, WITH CONTINUED EXPANSION INTO VENUES SUCH AS THE MEXICAN HERITAGE PLAZA IN EAST SAN JOSE. WINTER FEST FEATURES CONCERTS, DANCE PARTIES AND MORE BRINGING VIBRANCY OVER THREE WEEKS IN WINTER WHEN DOWNTOWN SAN JOSE IS SEASONALLY LESS ACTIVE. THE PURPOSE OF WINTER FEST IS TO BRING OUR COMMUNITY TOGETHER THROUGH DIVERSE, LIVE MUSIC OFFERINGS THAT CELEBRATE VARIOUS ART FORMS IMPORTANT TO OUR MULTICULTURAL CITY. OUR GOAL IS TO INSTILL A SENSE OF PRIDE AND PURPOSE AROUND THE CITY'S IMAGE AS A THRIVING MUSIC DESTINATION, AND TO INCREASE RETENTION AND PARTICIPATION OF THE REGION'S DIVERSE RESIDENTS. THROUGH WINTER FEST, WE AT SJZ CONTINUE OUR STEADFAST COMMITMENT TO PRESENT NEW ARTISTS PUSHING THE BOUNDARIES OF JAZZ, BLUES, R&B AND ELECTRONIC MUSIC AND BRIDGE THE GAP BETWEEN THESE NEW VOICES AND THOSE OF IMPORTANT JAZZ LEGENDS. 1782432 1460755 SAN JOSE JAZZ SUMMER FEST THE SAN JOSE JAZZ SUMMER FEST IS ONE OF THE LEADING URBAN MUSIC FESTIVALS IN THE NATION. IT DRAWS IN EXCESS OF 40,000 DIVERSE ATTENDEES ANNUALLY AND FEATURES LEGENDARY JAZZ, BLUES, AND SALSA, LATIN JAZZ ARTISTS WHILE PROVIDING PERFORMANCE OPPORTUNITIES FOR EMERGING AND LOCAL MUSICIANS.WITH OVER 90 PERFORMANCES AND EVENTS OVER 3 DAYS, SUMMER FEST CELEBRATES THE DIVERSITY OF JAZZ, AMERICA'S GREAT CONTRIBUTION TO GLOBAL CULTURE, WITH A WIDE VARIETY OF MUSIC AND PERFORMING ARTS DISCIPLINES, ALL WITH AN INTERNATIONAL FLAIR REFLECTIVE OF THE SILICON VALLEY COMMUNITY. ATTRACTING VISITORS FROM ALL OVER CALIFORNIA, THE U.S. AND INTERNATIONALLY, THE FESTIVAL PROMOTES SAN JOSE AS AN ESSENTIAL ARTS, CULTURAL AND ENTERTAINMENT DESTINATION IN SILICON VALLEY.SUMMER FEST'S PRIMARY GOALS ARE:1. TO BRING PEOPLE TOGETHER THROUGH MUSIC, ARTS AND CULTURE IN AN AFFORDABLE FORMAT THAT IS ACCESSIBLE FOR ALL.2. TO PROVIDE PERFORMANCE OPPORTUNITIES FOR EMERGING AND LOCAL MUSICIANS (ENABLING ARTISTS TO BE EXPOSED TO AUDIENCES WHO ENJOY DISCOVERING NEW MUSICIANS AND GREAT MUSIC.)3. TO CONTINUE BEING WIDELY KNOWN AS ONE OF THE LEADING JAZZ/LIVE MUSIC FESTIVALS IN THE UNITED STATES.MISSION: SUMMER FEST EXEMPLIFIES SJZ'S MISSION AS IT PROMOTES JAZZ THROUGH PERFORMANCE AND EDUCATION. SUMMER FEST EXPLORES AND CELEBRATES THE MUSICAL AND CULTURAL HERITAGE OF SAN JOSE'S RICH DIVERSE COMMUNITY. MODEST ADMISSION PRICES AND FREE PERFORMANCES ENSURES ACCESSIBILITY FOR EVERYONE TO ATTEND THE FESTIVAL. 2781587 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 186 0 1 151 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X VERA GERT ACCOUNTANT 4082887557 38 W SANTA CLARA ST SAN JOSE CA 95113 MIKE WARNER CFO 2.00 X X 0 0 0 JULIE RAMIREZ CHAIR 1.00 X X 0 0 0 CHRIS ESPARZA SECRETARY 1.00 X 0 0 0 JAN DECARLI BOARD MEMBER 1.00 X 0 0 0 JEAN COHEN BOARD MEMBER 1.00 X 0 0 0 MARIA WEST BOARD MEMBER 1.00 X 0 0 0 CURTIS JACOBSON BOARD MEMBER 1.00 X 0 0 0 JAMES WILLIAMS BOARD MEMBER 2.00 X 0 0 0 BADGER SHAWNEEQUA BOARD MEMBER 1.00 X 0 0 0 BOB ESCOBAR BOARD MEMBER 1.00 X 0 0 0 TONY LINDASY BOARD MEMBER 1.00 X 0 0 0 DAN SHAFER BOARD MEMBER 1.00 X 0 0 0 CHRISTINA RAMOS BOARD MEMBER 1.00 X 0 0 0 TONY ALEXANDER BOARD MEMBER 1.00 X 0 0 0 JOEL WYRICK BOARD MEMBER 1.00 X 0 0 0 MICHAEL BADWIN BOARD MEMBER 1.00 X 0 0 0 RAUL PERALEZ BOARD MEMBER 1.00 X 0 0 0 BRENDAN RAWSON EXECUTIVE DIRECTOR 40.00 X 146624 0 0 146624 0 0 1 0 0 0 0 94580 35525 547996 831739 62323 1509840 FESTIVAL REVENUE 711130 1533722 1533722 PROGRAM FEES 611710 241345 241345 1775067 56483 56483 41691 35525 27723 13968 13968 3355358 1775067 0 70451 150000 75000 52500 22500 989920 795379 86965 107576 87214 57528 15518 14168 89375 69955 9896 9524 175067 170658 2608 1801 48217 26816 11345 10056 37741 21135 8680 7926 26150 14653 6010 5487 48 48 25933 14522 5965 5446 13982 7830 3216 2936 CLINICIAN AND MUSICIANS 690472 690472 OUTSIDE SERVICES 560353 530548 29805 EQUIPMENT LEASES & RENT 246576 246576 CONCESSIONS COST 60515 60515 3201563 2781587 232556 187420 583907 706120 328031 309095 94434 49694 38173 42591 163902 76639 54513 87263 1002441 1308640 85464 85771 2186963 2589174 64821 82845 15805 247398 80626 330243 X 1887504 1937268 218833 321663 2106337 2258931 2186963 2589174 153795 -1201 0 X X 0 1 X 1 0 X 1558024 1048885 2175034 1572460 1447517 7801920 1558024 1048885 2175034 1572460 1447517 7801920 703118 7098802 -612 -612 7801308 6215410 0.91000 0.86110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22123 13172 8951 141779 63467 78312 87263 INVESTMENTS 1308640 C 1308640 X 3355557 -1201 61915 -60515 199 3355358 0 3355358 3202963 61915 -60515 1400 3201563 0 3201563 PART X, LINE 2: ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF MARCH 31, 2024 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONCESSION COSTS RELATED TO PROGRAM SERVICE PART XII, LINE 2D - OTHER ADJUSTMENTS: CONCESSION COSTS RELATED TO PROGRAM SERVICE SPECIAL EVENT CONCERT 77216 35525 41691 9690 10058 1400 6575 77216 35525 41691 9690 10058 1400 6575 27723 13968 X PIANO 1 29323 MARKET X BEER 1 15000 MARKET X INSTRUMENT 1 14000 MARKET X BUS SERVICE 1 4000 MARKET 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER. IT IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN THE BOARD MEMBERS ARE VOTED IN THEY ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST, INCLUDING POTENTIAL CONFLICTS. IF A CONFLICT ARISES AT ANYTIME DURING A BOARD MEMBER'S TERM, THE MEMBER IS REQUIRED TO DISCLOSE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATION AND DECISIONS OF THE COMPENSATION ARRANGEMENTS ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAVE BEEN NO CHANGES FROM PRIOR YEARS.