TY 2018 Form 990 Schedule O

efile Public Visual Render ObjectId: 201932809349300953 - Submission: 2019-10-07 TIN: 94-6036515

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

Monterey Jazz Festival

Employer identification number

94-6036515

Return Reference	Explanation
Form 990, Part VI, Line 11b: Form 990 Review Process	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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	Each Board member is asked to sign a new Conflict of Interest Policy at the beginning of each year, which asks that they disclose any potential conflict of interest.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	The Executive Committee is responsible for reviewing the performance and compensation of the Artistic Director 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, Line 19: Other Organization Documents Publicly Available	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: Other Expenses	Bank and Merchant Fees: Column (A) - Total = $122055; Column (B) - Program Services = $114626; Column (C) - Management & General = $401; Column (D) - Fundraising = $7028
Form 990, Part IX, Line 24e: Other Expenses	Dues & subscriptions: Column (A) - Total = $33847; Column (B) - Program Services = $18831; Column (C) - Management & General = $5190; Column (D) - Fundraising = $9826
Form 990, Part IX, Line 24e: Other Expenses	Equipment Rental: Column (A) - Total = $86498; Column (B) - Program Services = $86498; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Merchandising: Column (A) - Total = $130930; Column (B) - Program Services = $130930; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Other expense: Column (A) - Total = $2009; Column (B) - Program Services = $2009; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Postage and Mailing: Column (A) - Total = $11091; Column (B) - Program Services = $9512; Column (C) - Management & General = $713; Column (D) - Fundraising = $866
Form 990, Part IX, Line 24e: Other Expenses	Repairs & maintenance: Column (A) - Total = $6166; Column (B) - Program Services = $2178; Column (C) - Management & General = $3988; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Security : Column (A) - Total = $91555; Column (B) - Program Services = $91555; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Stanford Archives: Column (A) - Total = $13902; Column (B) - Program Services = $13902; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Tax & License: Column (A) - Total = $17388; Column (B) - Program Services = $13245; Column (C) - Management & General = $3850; Column (D) - Fundraising = $293

Return Reference

Explanation

Form 990, Part VI, Line 11b: Form 990 Review Process

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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts

Each Board member is asked to sign a new Conflict of Interest Policy at the beginning of each year, which asks that they disclose any potential conflict of interest.

Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management

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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees

The Executive Committee is responsible for reviewing the performance and compensation of the Artistic Director 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, Line 19: Other Organization Documents Publicly Available

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.