Nonprofit · EIN 94-6036515
MONTEREY JAZZ FESTIVAL
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,210,980 | $4,944,300 | -$733,320 | $2,665,627 | $89,188 | $2,576,439 |
| December 31, 2023 | 990 | $3,989,871 | $4,455,755 | -$465,884 | $3,377,624 | $198,271 | $3,179,353 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $916,857
- Program service revenue
- $3,035,977
- Investment income
- $181,454
- Net gain from sales of assets
- $108,144
- Net income from fundraising events
- $73,692
- Net income from sales of inventory
- $3,000
- Other revenue
- $76,692
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $219,255
- Other salaries and wages
- $1,140,535
- Salaries, compensation and benefits (total)
- $1,608,744
- Professional fundraising fees
- $0
- Legal fees
- $4,498
- Accounting fees
- $25,642
- Occupancy
- $29,557
- Travel
- $339,322
- Depreciation
- $14,958
- Program services (functional)
- $4,458,997
- Management and general (functional)
- $362,669
- Fundraising (functional)
- $122,634
Balance sheet and other
- Total assets, start of year
- $3,377,624
- Total assets, end of year
- $2,665,627
- Total liabilities, end of year
- $89,188
- Net assets, end of year
- $2,576,439
- Land, buildings and equipment
- $261,987
- Publicly traded securities
- $1,833,367
- Net assets without donor restrictions
- $2,343,982
- Net assets with donor restrictions
- $232,457
- Gross unrelated business income
- $223
- Gross receipts
- $8,336,090
- Employees
- 145
- Volunteers
- 200
- Year formed
- 1958
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Darin Atwater | Artistic Director | 40 | $176,563 | $0 |
| Colleen Bailey | Executive Dir. Trustee or director, Officer | 40 | $124,664 | $4,591 |
| Lorin Tobin | Strategic Relation | 40 | $106,090 | $3,716 |
| Joy Wiseblook | Marketing Dir | 40 | $106,090 | $3,716 |
| Bobbie Young | Incoming ED Officer | 40 | $103,003 | $0 |
| Thom Taft | Finance Dir. Officer | 40 | $90,000 | $0 |
| Tom LaFaille | Chair Elect Trustee or director | 2 | $0 | $0 |
| Sherol Chen PhD | Director Trustee or director | 1 | $0 | $0 |
| Larry Williams Sr | Director Trustee or director | 1 | $0 | $0 |
| Clint Eastwood | Director Trustee or director | 1 | $0 | $0 |
| Ken Gordon | President Trustee or director, Officer | 5 | $0 | $0 |
| Adam Band | Director Trustee or director | 1 | $0 | $0 |
| Don Barnett | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sharon Wesley MD | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| John Garcia | Director Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Barnard | Director Trustee or director | 1 | $0 |
| Susie Brusa | Director Trustee or director | 1 | $0 |
| Mike Knapek | Director Trustee or director | 1 | $0 |
| Ana Toledo | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tim Jackson | Artistic Dir. Officer | 30 | $189,672 | $1,916 |
| Colleen Bailey | Executive Dir. Trustee or director, Officer | 40 | $123,859 | $14,696 |
| Tony Caparelli | Finance Dir. Officer | 40 | $107,124 | $8,999 |
| Tom LaFaille | Chair Elect Trustee or director | 1 | $0 | $0 |
| Sherol Chen | Director Trustee or director | 1 | $0 | $0 |
| Larry Williams Sr | Director Trustee or director | 1 | $0 | $0 |
| Clint Eastwood | Director Trustee or director | 1 | $0 | $0 |
| Ken Gordon | President Trustee or director, Officer | 1 | $0 | $0 |
| Cydney Payton | Director Trustee or director | 1 | $0 | $0 |
| Don Barnett | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Sharon Wesley | Director Trustee or director | 1 | $0 | $0 |
| John Garcia | Director Trustee or director | 1 | $0 | $0 |
| Lori Ella Miller | Director Trustee or director | 1 | $0 | $0 |
| Susie Brusa | Director Trustee or director | 1 | $0 | $0 |
| Mike Knapek | Director Trustee or director | 1 | $0 | $0 |
| Laura Zehm | Director Trustee or director | 2 | $0 | $0 |
| Kevin Cartwright | Director Trustee or director | 1 | $0 | $0 |
| Mimi Hahn | Secretary Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX JAZZ, MONTEREY, CA 93942-0191
- Principal officer (990 for 2024)
- Bobbie Young, 9699 Blue Larkspur Ln Ste 204, Monterey, CA 93940
- Signed the 990
- Bobbie Young, Incoming ED
- Phone
- (831) 373-3366
- Website
- www.MontereyJazzFestival.org
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6036515 or by the name MONTEREY JAZZ FESTIVAL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The Monterey Jazz Festival's mission is to inspire the discovery and celebration of jazz, anchored by an iconic festival.
Program accomplishments
- 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.Expenses $3,911,147 · revenue $2,979,123
- 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.Expenses $547,850 · revenue $56,854
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6036515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A680)
- Assets (IRS master file)
- $2,665,627
- Income (IRS master file)
- $8,336,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,210,980 | $4,944,300 | $2,665,627 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $3,989,871 | $4,455,755 | $3,377,624 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $4,322,805 | $4,045,270 | $3,560,341 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6036515).
Questions about MONTEREY JAZZ FESTIVAL
- What is the EIN of MONTEREY JAZZ FESTIVAL?
- The employer identification number (EIN) of MONTEREY JAZZ FESTIVAL is 94-6036515.
- Is MONTEREY JAZZ FESTIVAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to MONTEREY JAZZ FESTIVAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREY JAZZ FESTIVAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTEREY JAZZ FESTIVAL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREY JAZZ FESTIVAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTEREY JAZZ FESTIVAL?
- The 990 for the year ended December 31, 2024 names Bobbie Young.
- Who are the officers and directors of MONTEREY JAZZ FESTIVAL?
- The 990 for the year ended December 31, 2024 lists 19 people; 6 received compensation from the organization, the highest $176,563 (Darin Atwater, Artistic Director).
- How much revenue does MONTEREY JAZZ FESTIVAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,210,980, expenses of $4,944,300 and total assets of $2,665,627 at year end.
Other nonprofits in MONTEREY
- MONTEREY MUSEUM OF ART EIN 94-1534563 · last filed 990 for 2025
- ARTS COUNCIL FOR MONTEREY COUNTY EIN 94-2805076 · last filed 990 for 2025
- ENSEMBLE MONTEREY EIN 77-0400760 · last filed 990 for 2026
- MONTEREY COUNTY YOUTH MUSEUM EIN 77-0394488 · last filed 990 for 2025
- ACCESS MONTEREY PENINSULA INC EIN 91-1961943 · last filed 990 for 2025
- YOUTH MUSIC MONTEREY EIN 94-2863607 · last filed 990 for 2025
- FESTA ITALIA FOUNDATION EIN 77-0461873 · last filed 990-N for 2024
- YOUTH ARTS COLLECTIVE INC EIN 77-0526059 · last filed 990 for 2025
All nonprofits in MONTEREY · California · Arts, culture and humanities