2025-11-13T12:04:00-08:00 2024-12-31 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2024-01-01 946036515 Monterey Jazz Festival MONT 8313733366 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 Bobbie Young Incoming ED 2025-11-13 true true Patricia M Kaufman CPA P00312047 8313733337 2024 2025-03-06 01:10:19Z Bobbie Young 9699 Blue Larkspur Ln Ste 204 Monterey CA 93940 8336090 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. 13 13 145 200 223 807882 916857 3133458 3035977 43899 181454 4632 76692 3989871 4210980 0 0 1519773 1608744 0 122634 2935982 3335556 4455755 4944300 -465884 -733320 3377624 2665627 198271 89188 3179353 2576439 The Monterey Jazz Festival's mission is to inspire the discovery and celebration of jazz, anchored by an iconic festival. false false 3911147 2979123 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. 547850 56854 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. 4458997 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 145 true false false false false false false false 0 false false false false false false false X 13 13 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 Darin Atwater Artistic Director 40.00 0.00 176563 0 0 Colleen Bailey Executive Dir. 40.00 0.00 X X 124664 0 4591 Lorin Tobin Strategic Relation 40.00 0.00 106090 0 3716 Joy Wiseblook Marketing Dir 40.00 0.00 106090 0 3716 Bobbie Young Incoming ED 40.00 0.00 X 103003 0 0 Thom Taft Finance Dir. 40.00 0.00 X 90000 0 0 Tom LaFaille Chair Elect 2.00 0.00 X 0 0 0 Sherol Chen PhD 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 5.00 0.00 X X 0 0 0 Adam Band Director 1.00 0.00 X 0 0 0 Don Barnett Treasurer 1.00 0.00 X X 0 0 0 Sharon Wesley MD Secretary 1.00 0.00 X X 0 0 0 John Garcia Director 1.00 0.00 X 0 0 0 David Barnard 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 Ana Toledo Director 2.00 0.00 X 0 0 0 706410 12023 5 false true false 0 31444 885413 916857 Advertising Income 519100 223 223 Jazz Education 711300 45699 45699 Monterey Jazz Festival 711300 2978900 2978900 Music Instrument Income 711130 11155 11155 3035977 73310 73310 0 0 0 4134687 4026543 108144 108144 108144 171623 31444 97931 73692 73692 0 3636 636 3000 3000 0 4210980 3035754 223 258146 X 0 0 0 0 219255 138590 74202 6463 0 1140535 1069587 25249 45699 17458 17458 137465 98833 36408 2224 94031 76725 13992 3314 0 4498 4498 25642 25642 0 0 19750 19750 104032 83533 883 19616 339472 334750 545 4177 45035 28513 10860 5662 0 0 29557 209 29348 339322 316922 16545 5855 0 0 4463 4463 0 14958 14958 57163 57163 Artist Fees 992678 990428 2000 250 Facility Rental 372077 371404 673 Stage Expense 277762 277762 Security 153402 153402 555745 500881 26163 28701 4944300 4458997 362669 122634 262910 190034 37098 19036 93509 71376 0 0 0 0 0 10000 17336 845454 583467 275542 261987 2506874 1833367 0 0 130000 210800 61691 61691 3377624 2665627 105489 89188 92782 198271 89188 X 2761149 2343982 418204 232457 3179353 2576439 3377624 2665627 -733320 95406 35000 X false true X true false X 1213780 2612580 1355059 807883 916857 6906159 24292 1306709 2892235 3131596 3035977 10390809 21270 133291 54043 89392 171623 469619 0 0 1259342 4052580 4301337 4028871 4124457 17766587 491016 1791833 233500 43550 175800 2735699 0 491016 1791833 233500 43550 175800 2735699 15030888 15890 43630 39731 17430 73310 189991 0 15890 43630 39731 17430 73310 189991 356 4397 2578 1862 3000 12193 301 301 1275889 4100607 4343646 4048163 4200767 17969072 0.83650 0.83240 0.01060 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2506874 257110 930617 1833367 2140414 366460 2506874 2422621 -254457 27750 2140414 821439 1519000 89757 7575 2422621 964882 51317 194760 821439 0.91950 0.01140 0.06910 false false false 57600 57600 408431 214676 193755 27656 27656 351767 341135 10632 261987 X 4424648 95406 40081 97931 233418 4191230 19750 19750 4210980 5062562 40081 97931 138012 4924550 19750 19750 4944300 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, 2024. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Fundraising Expenses $97931 Part XII, Line 2d: Other expenses and losses per audited F/S Fundraising Events $97931 false Gala 135617 31444 104173 17536 47056 16553 Breakfast Salon 67450 67450 10293 6493 203067 31444 171623 27829 47056 23046 97931 73692 true X X X X false false false false false false false false false Darin Atwater Artistic Director 176563 176563 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 = $136700; Column (B) - Program Services = $119442; Column (C) - Management & General = $1041; Column (D) - Fundraising = $16217 Form 990, Part IX, Line 24e Catering: Column (A) - Total = $100275; Column (B) - Program Services = $100275; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Dues & subscriptions: Column (A) - Total = $25429; Column (B) - Program Services = $2392; Column (C) - Management & General = $14744; Column (D) - Fundraising = $8293 Form 990, Part IX, Line 24e Equipment Rental: Column (A) - Total = $152734; Column (B) - Program Services = $152614; Column (C) - Management & General = $0; Column (D) - Fundraising = $120 Form 990, Part IX, Line 24e Merchandising: Column (A) - Total = $106227; Column (B) - Program Services = $102266; Column (C) - Management & General = $0; Column (D) - Fundraising = $3961 Form 990, Part IX, Line 24e Miscellaneous: Column (A) - Total = $3417; Column (B) - Program Services = $617; Column (C) - Management & General = $2800; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Postage and Mailing: Column (A) - Total = $1794; Column (B) - Program Services = $426; Column (C) - Management & General = $1368; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Repairs & maintenance: Column (A) - Total = $5271; Column (B) - Program Services = $1581; Column (C) - Management & General = $3580; Column (D) - Fundraising = $110 Form 990, Part IX, Line 24e Tax & License: Column (A) - Total = $23898; Column (B) - Program Services = $21268; Column (C) - Management & General = $2630; Column (D) - Fundraising = $0