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Monterey Jazz Festival

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Music (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.32M (2022)

Expenses
$4.05M (2022)

Total Assets
$3.56M (2022)

Total Liabilities
$155k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,322,805
Expenses
$4,045,270
Net Income
$277,535
Net Assets
$3,405,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,355,060
31.3%
Program Services $2,892,235
66.9%
Investment Income $39,731
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $33,104
0.8%
Sales of Assets $97
0.0%
Net Inventory Sales $0
Other Revenue $2,578
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $393,277
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $682,102
16.9%
Assets/Debt
Total Assets $3,560,341
Total Liabilities $155,096
Net Assets $3,405,245
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $184,147 $0 $0
Colleen Bailey (Executive Dir.) $107,254 $0 $20,175
Tony Caparelli (Finance Dir.) $81,001 $0 $700
Tom La Faille (Director) $0 $0 $0
Sherol Chen (Director) $0 $0 $0
Larry Williams Sr (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Ken Gordon (Chair Elect) $0 $0 $0
Cydney Payton (Director) $0 $0 $0
Howard Fisher (Treasurer) $0 $0 $0
Sharon Wesley (Director) $0 $0 $0
Letty Ledbetter (Director) $0 $0 $0
Lori Ella Miller (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Mike Knapek (Director) $0 $0 $0
Laura Zehm (President) $0 $0 $0
Kevin Cartwright (Director) $0 $0 $0
Mimi Hahn (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,129,138
Expenses
$2,294,969
Net Income
$1,834,169
Net Assets
$3,420,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,612,581
63.3%
Program Services $1,306,709
31.6%
Investment Income $43,630
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $132,031
3.2%
Sales of Assets $29,790
0.7%
Net Inventory Sales $0
Other Revenue $4,397
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $436,680
19.0%
Professional Fundraising Fees $0
Other Salaries and Wages $373,842
16.3%
Assets/Debt
Total Assets $3,593,346
Total Liabilities $172,599
Net Assets $3,420,747
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $191,611 $0 $1,657
Colleen Bailey (Executive Dir.) $111,294 $0 $11,023
Elizabeth Welden Smith (Deputy Director) $107,601 $0 $1,722
Tony Caparelli (Finance Dir.) $104,111 $0 $16,984
Tom La Faille (Director) $0 $0 $0
Carsbia Anderson Jr (Director) $0 $0 $0
Larry Williams Sr (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Ken Gordon (Director) $0 $0 $0
Cydney Payton (Director) $0 $0 $0
Howard Fisher (Treasurer) $0 $0 $0
Letty Ledbetter (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Laura Zehm (President) $0 $0 $0
Kevin Cartwright (Director) $0 $0 $0
Mimi Hahn (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,284,186
Expenses
$1,392,764
Net Income
-$108,578
Net Assets
$1,574,437
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,213,780
94.5%
Program Services $24,648
1.9%
Investment Income $15,890
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,734
0.6%
Sales of Assets $21,833
1.7%
Net Inventory Sales $0
Other Revenue $301
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $402,820
28.9%
Professional Fundraising Fees $0
Other Salaries and Wages $329,648
23.7%
Assets/Debt
Total Assets $2,356,705
Total Liabilities $782,268
Net Assets $1,574,437
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $157,143 $0 $1,812
Colleen Bailey (Executive Dir.) $105,694 $0 $25,991
Elizabeth Welden Smith (Deputy Director) $104,050 $0 $4,890
Tony Caparelli (Finance Dir.) $101,840 $0 $10,429
Carsbia Anderson Jr (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Ken Gordon (Director) $0 $0 $0
Howard Fisher (Treasurer) $0 $0 $0
Peter Gordon (Vice President) $0 $0 $0
Letty Ledbetter (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Scott Scheid (Director) $0 $0 $0
Laura Zehm (President) $0 $0 $0
Kevin Cartwright (Director) $0 $0 $0
Mimi Hahn (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,196,392
Expenses
$4,087,740
Net Income
$108,652
Net Assets
$1,666,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,361,686
32.4%
Program Services $2,752,350
65.6%
Investment Income $32,251
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,605
0.8%
Sales of Assets $17,192
0.4%
Net Inventory Sales $0
Other Revenue $308
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $393,906
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $649,956
15.9%
Assets/Debt
Total Assets $1,955,753
Total Liabilities $288,803
Net Assets $1,666,950
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $175,230 $0 $9,000
Tony Caparelli (Finance Dir.) $97,108 $0 $10,607
Colleen Bailey (Executive Dir.) $94,427 $0 $7,534
Carsbia Anderson Jr (President) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Ken Gordon (Director) $0 $0 $0
Howard Fisher (Director) $0 $0 $0
Peter Gordon (Vice President) $0 $0 $0
Letty Ledbetter (Director) $0 $0 $0
Terrence O'connor (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Scott Scheid (Secretary) $0 $0 $0
Laura Zehm (Treasurer) $0 $0 $0
Kevin Cartwright (Director) $0 $0 $0
Mimi Hahn (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,039,044
Expenses
$4,394,261
Net Income
-$355,217
Net Assets
$1,456,204
Notable Sources of Revenue Percent of Total Revenue
Contributions $929,758
23.0%
Program Services $3,011,600
74.6%
Investment Income $32,715
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,020
0.1%
Net Fundraising $58,585
1.5%
Sales of Assets -$2,034
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $365,530
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $568,367
12.9%
Assets/Debt
Total Assets $1,709,420
Total Liabilities $253,216
Net Assets $1,456,204
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $171,000 $0 $0
Colleen Bailey (Executive Dir.) $94,997 $0 $6,429
Tony Caparelli (Finance Dir.) $83,209 $0 $9,896
Luis Alvarez (Past President) $0 $0 $0
Carsbia Anderson Jr (President) $0 $0 $0
James Costello (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Ken Gordon (Director) $0 $0 $0
Michael Fields (Director) $0 $0 $0
Howard Fisher (Director) $0 $0 $0
Peter Gordon (Vice President) $0 $0 $0
Letty Ledbetter (Director) $0 $0 $0
Terrence O'connor (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Scott Scheid (Secretary) $0 $0 $0
Laura Zehm (Treasurer) $0 $0 $0
Kevin Cartwright (Director) $0 $0 $0
Mimi Hahn (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,270,374
Expenses
$4,132,613
Net Income
$137,761
Net Assets
$1,903,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $805,290
18.9%
Program Services $3,437,937
80.5%
Investment Income $26,010
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,719
0.8%
Sales of Assets -$36,565
Net Inventory Sales $0
Other Revenue $438
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $281,041
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $752,095
18.2%
Assets/Debt
Total Assets $2,193,254
Total Liabilities $290,207
Net Assets $1,903,047
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $166,533 $0 $0
Colleen Bailey (Executive Dir.) $107,533 $0 $6,974
Luis Alvarez (President) $0 $0 $0
Carsbia Anderson Jr (Vice President) $0 $0 $0
James Costello (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Jay S Edmonds Jr Md (Director) $0 $0 $0
Michael Fields (Director) $0 $0 $0
Howard Fisher (Director) $0 $0 $0
Peter Gordon (Director) $0 $0 $0
Letty Ledbetter (Secretary) $0 $0 $0
Terrence O'connor (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Scott Scheid (Director) $0 $0 $0
Laura Zehm (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,140,050
Expenses
$3,963,395
Net Income
$176,655
Net Assets
$1,650,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,198,094
28.9%
Program Services $2,960,052
71.5%
Investment Income $41,425
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $28,444
0.7%
Sales of Assets -$91,411
Net Inventory Sales $0
Other Revenue $466
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $256,000
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $655,210
16.5%
Assets/Debt
Total Assets $1,930,974
Total Liabilities $280,881
Net Assets $1,650,093
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Dir.) $156,000 $0 $0
Colleen Bailey (Executive Dir.) $89,702 $0 $6,145
Luis Alvarez (President) $0 $0 $0
Carsbia Anderson Jr (Vice President) $0 $0 $0
James Costello (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Jay S Edmonds Jr Md (Director) $0 $0 $0
Michael Fields (Director) $0 $0 $0
Howard Fisher (Director) $0 $0 $0
Peter Gordon (Director) $0 $0 $0
Mimi Hahn (Director) $0 $0 $0
Letty Ledbetter (Secretary) $0 $0 $0
Terrence O'connor (Director) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Scott Scheid (Director) $0 $0 $0
Laura Zehm (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,563,771
Expenses
$3,562,765
Net Income
$1,006
Net Assets
$1,392,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $603,172
16.9%
Program Services $2,864,310
80.4%
Investment Income $26,015
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $48,761
1.4%
Sales of Assets $18,993
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $248,750
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,658,995
Total Liabilities $266,220
Net Assets $1,392,775
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic/Managing Director) $155,000 $0 $0
Colleen Bailey (Managing Director) $93,750 $0 $0
Carsbia Anderson Jr (Vice President) $0 $0 $0
Peter Orr (Director) $0 $0 $0
Terrence O'connor (Director) $0 $0 $0
Howard Fisher (Director) $0 $0 $0
Luis Alvarez (President) $0 $0 $0
James Costello (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Michael Fields (Director) $0 $0 $0
Scott Scheid (Director) $0 $0 $0
Mimi Han (Director) $0 $0 $0
Letty Ledbetter (Secretary) $0 $0 $0
Jay S Edmonds Jr Md (Director) $0 $0 $0
Laura Zehm (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,371,023
Expenses
$3,740,336
Net Income
-$369,313
Net Assets
$1,494,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $409,084
12.1%
Program Services $2,568,410
76.2%
Investment Income $46,432
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $209,634
6.2%
Sales of Assets $137,173
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $256,114
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,770,024
Total Liabilities $275,400
Net Assets $1,494,624
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tim Jackson (Artistic Director) $139,625 $0 $0
Chris Doss (Managing Director) $116,489 $0 $0
Carsbia Anderson (Vice President) $0 $0 $0
Jackson Booth (Director) $0 $0 $0
Terrence O'connor (President) $0 $0 $0
Howard Fisher (Director) $0 $0 $0
Al Adolph (Director) $0 $0 $0
Lawrence Bemis (Director) $0 $0 $0
Howard Brunn (Director) $0 $0 $0
James Costello (Director) $0 $0 $0
Clint Eastwood (Director) $0 $0 $0
Myron Etienne Jr (Director) $0 $0 $0
Michael Fields (Director) $0 $0 $0
Scott Scheid (Director) $0 $0 $0
Ewalker James (Director) $0 $0 $0
Letty Ledbetter (Secretary) $0 $0 $0
Jay Edmonds (Director) $0 $0 $0
Laura Zehm (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,629,191
Expenses
$3,802,392
Net Income
-$173,201
Net Assets
$2,023,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $801,397
22.1%
Program Services $2,502,727
69.0%
Investment Income $60,696
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $229,376
6.3%
Sales of Assets $33,785
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $235,503
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,377,027
Total Liabilities $353,072
Net Assets $2,023,955

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,452,824
Expenses
$3,532,656
Net Income
-$79,832
Net Assets
$2,220,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $738,458
21.4%
Program Services $2,523,933
73.1%
Investment Income $49,317
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $79,371
2.3%
Sales of Assets $61,745
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $221,923
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $40,444
1.1%
Assets/Debt
Total Assets $2,621,476
Total Liabilities $400,985
Net Assets $2,220,491

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,792,969
Expenses
$3,506,175
Net Income
$286,794
Net Assets
$2,252,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,089,395
28.7%
Program Services $2,551,962
67.3%
Investment Income $49,586
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $87,315
2.3%
Sales of Assets $14,711
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $120,000
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $35,489
1.0%
Assets/Debt
Total Assets $2,548,705
Total Liabilities $295,837
Net Assets $2,252,868

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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