Form 990 for tax year 2023

Filed by SAN FRANCISCO JAZZ ORGANIZATION.

Totals

Total revenue: $19,498,273
Total expenses: $22,870,756
Contributions and grants received: $10,428,578
Grants paid: $1,000
Program service revenue: $9,578,359
Investment income: $465,851
Other revenue: -$974,515
Total assets, end of year: $66,206,503
Total liabilities, end of year: $19,558,821
Net assets or fund balances, end of year: $46,647,682
Program services expenses (Part IX): $18,767,828
Management and general expenses: $1,271,402
Fundraising expenses: $2,831,526
Program service expenses (Part III): $18,767,828

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$4,689,434
1c · Fundraising events

$1,608,956
1d · Related organizations

$1,061,099
1e · Government grants (contributions)

$297,927
1f · All other contributions, gifts and grants

$2,771,162
1g · Noncash contributions included above

$527,745
2a · Program service revenue: EVENTS AND PROGRAMS

total $9,578,359 · related or exempt $9,578,359
3 · Investment income

total $461,612 · unrelated business -$207 · excluded $461,819
5 · Royalties

total $13,552 · excluded $13,552
6a · Gross rents

real property $926,967 · personal property $16,050
6b · Less rental expenses

real property $789,280 · personal property $13,666
6c · Rental income or loss

real property $137,687 · personal property $2,384
6d · Net rental income or loss

total $140,071 · unrelated business $94 · excluded $139,977
7a · Gross sales of assets other than inventory

securities $1,534,757
7b · Less cost or other basis and sales expenses

securities $1,530,518
7c · Gain or loss

securities $4,239
7d · Net gain or loss

total $4,239 · excluded $4,239
8a · Fundraising events: gross income

$138,490
8a · Fundraising events: contributions included on line 1c

$1,608,956
8b · Fundraising events: direct expenses

$1,361,258
8c · Net income from fundraising events

total -$1,222,768 · excluded -$1,222,768
10a · Gross sales of inventory

$85,218
10b · Cost of goods sold

$30,075
10c · Net income from sales of inventory

total $55,143 · excluded $55,143
11a · Other revenue: MISCELLANEOUS INCOME

total $39,487 · related or exempt $39,487
11e · Other revenue, total

$39,487

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $1,000 · program services $1,000
5 · Compensation of officers, directors and key employees

total $1,837,635 · program services $1,359,850 · management and general $294,022 · fundraising $183,763
7 · Other salaries and wages

total $7,069,532 · program services $5,172,774 · management and general $393,551 · fundraising $1,503,207
8 · Pension plan contributions

total $168,859 · program services $116,456 · management and general $39,208 · fundraising $13,195
9 · Other employee benefits

total $846,119 · program services $609,719 · management and general $55,943 · fundraising $180,457
10 · Payroll taxes

total $726,799 · program services $583,116 · management and general $30,730 · fundraising $112,953
11b · Fees: legal

total $17,316 · program services $2,846 · management and general $13,795 · fundraising $675
11c · Fees: accounting

total $90,138 · management and general $90,138
11g · Fees: other

total $5,055,942 · program services $4,791,202 · management and general $48,705 · fundraising $216,035
12 · Advertising and promotion

total $934,672 · program services $910,733 · management and general $2,567 · fundraising $21,372
13 · Office expenses

total $173,631 · program services $145,559 · management and general $13,518 · fundraising $14,554
14 · Information technology

total $194,633 · program services $144,129 · management and general $31,956 · fundraising $18,548
15 · Royalties

total $104,225 · program services $104,225
16 · Occupancy

total $1,093,685 · program services $952,357 · management and general $75,404 · fundraising $65,924
17 · Travel

total $905,296 · program services $867,936 · management and general $15,309 · fundraising $22,051
22 · Depreciation, depletion and amortization

total $1,632,692 · program services $1,479,728 · management and general $73,225 · fundraising $79,739
23 · Insurance

total $108,567 · program services $64,922 · management and general $27,635 · fundraising $16,010
24a · Other expenses: COMMUNICATIONS

total $664,571 · program services $442,048 · management and general $59,590 · fundraising $162,933
24b · Other expenses: PRODUCTION EXPENSES

total $594,755 · program services $498,856 · fundraising $95,899
24c · Other expenses: EQUIPMENT RENTALS

total $185,225 · program services $184,101 · management and general $385 · fundraising $739
24d · Other expenses: SUBSCRIPTIONS AND DUES

total $52,596 · program services $40,153 · management and general $2,897 · fundraising $9,546
24e · All other expenses

total $412,868 · program services $296,118 · management and general $2,824 · fundraising $113,926

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $910,408 · end of year $2,050,099
2 · Savings and temporary cash investments

beginning of year $11,315,811 · end of year $6,720,207
3 · Pledges and grants receivable

beginning of year $533,882 · end of year $735,930
4 · Accounts receivable

beginning of year $490,336 · end of year $20,022
8 · Inventories for sale or use

beginning of year $107,959 · end of year $160,281
9 · Prepaid expenses and deferred charges

beginning of year $643,012 · end of year $392,030
10a · Land, buildings and equipment: cost or other basis

$58,591,827
10b · Land, buildings and equipment: accumulated depreciation

$18,411,126
10c · Land, buildings and equipment, net

beginning of year $41,116,746 · end of year $40,180,701
12 · Investments: other securities

beginning of year $250,000 · end of year $250,000
15 · Other assets

beginning of year $15,055,657 · end of year $15,697,233
17 · Accounts payable and accrued expenses

beginning of year $1,109,592 · end of year $839,980
19 · Deferred revenue

beginning of year $4,172,495 · end of year $3,492,954
25 · Other liabilities

beginning of year $15,118,666 · end of year $15,225,887
27 · Net assets without donor restrictions

beginning of year $47,655,407 · end of year $42,690,120
28 · Net assets with donor restrictions

beginning of year $2,367,651 · end of year $3,957,562

Mission and programs · 2023

Mission

THE SAN FRANCISCO JAZZ ORGANIZATION (THE ORGANIZATION) IS A RECOGNIZED INTERNATIONAL LEADER IN JAZZ CREATION, PRESENTATION, AND EDUCATION. THE ORGANIZATION EXPLORES THE FULL SPECTRUM OF JAZZ, FROM THE MUSIC'S ORIGINS IN THE AFRICAN AMERICAN COMMUNITY TO ITS DIVERSE PRESENT-DAY EXPRESSIONS AROUND THE WORLD. AS A NON-PROFIT ORGANIZATION, SFJAZZ WORKS TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND. THE ORGANIZATION CELEBRATES JAZZ AS A LIVING ART FORM, BUILT ON A CONSTANTLY EVOLVING TRADITION.

Activities or mission (Part I)

TO PROMOTE THE GROWTH AND EVOLUTION OF JAZZ MUSIC IN THE SAN FRANCISCO BAY AREA.

MAIN EVENTS: AS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATION IN THE SAN FRANCISCO BAY AREA, SFJAZZ IS COMMITTED TO PRESENTING PERFORMANCES THAT INSPIRE MUSIC LOVERS. ALL SFJAZZ PROGRAMS REFLECT A SPIRIT OF ARTISTIC EXPLORATION, EMBRACING THE FULL BREADTH OF JAZZ AND ITS RELATED MUSIC; EMPHASIZE THEMATIC PROGRAMMING, WITH TRIBUTES TO JAZZ MASTERS AND CELEBRATIONS OF PARTICULAR MUSICAL INSTRUMENTS, TRENDS OR STYLES; AND STRIVE TO INSTILL ENTHUSIASM FOR JAZZ AMONG WIDER AUDIENCES.HAILED BY THE LONDON OBSERVER AS "THE BEST JAZZ FESTIVAL IN THE WORLD," THE SAN FRANCISCO JAZZ FESTIVAL IS A CELEBRATION OF TODAY'S BEST MUSIC. EVERY SUMMER THE FESTIVAL PRESENTS A PHENOMENAL ARRAY OF JAZZ CONCERTS, FROM THE CLASSIC TO THE AVANT-GARDE, GATHERING THE LEGENDS OF TODAY AND THE RISING STARS OF TOMORROW.ORIGINALLY THE SAN FRANCISCO JAZZ FESTIVAL WAS A SMALL-SCALE EVENT KNOWN MOSTLY IN THE LOCAL COMMUNITY, THE ORGANIZATION HAS RISEN TO NATIONAL AND INTERNATIONAL PROMINENCE. FOLLOWING ON THE HEELS OF A SUCCESSFUL EXPANSION IN THE FALL FESTIVAL AND SPRING SEASONS, SFJAZZ LAUNCHED IN 2008, THE WORLD IS LISTENING: CAMPAIGN FOR THE SFJAZZ CENTER. INSPIRED BY AN ANONYMOUS GIFT OF $20 MILLION, THE LARGEST EVER GIVEN TO A JAZZ ORGANIZATION, SFJAZZ CENTER OPENED IN SAN FRANCISCO ON JANUARY 21, 2013. AS THE FIRST CONCERT HALL OF ITS TYPE IN THE WESTERN U.S. BUILT BOTH FOR JAZZ PERFORMANCE AND EDUCATION, THE NEW SFJAZZ CENTER REPRESENTS A MILESTONE FOR THIS AUTHENTIC AMERICAN ART FORM.

Expenses $12,114,967 · Revenue $9,161,786
EDUCATION: THE ORGANIZATION ALSO SPONSORS YEAR-ROUND EDUCATION PROGRAMS FOR YOUTH AND ADULTS AIMED AT BUILDING THE AUDIENCE FOR JAZZ AND DEEPENING THEIR UNDERSTANDING OF JAZZ MUSIC.SFJAZZ EDUCATION PROGRAMS FOR YOUTH ARE THE FOLLOWING:JAZZ IN THE MIDDLE - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES CURRICULUM-BASED RESIDENCIES, LINKING JAZZ AND ACADEMIC SUBJECTS IN THE CLASSROOM. OFFERED FREE OF CHARGE TO SFUSD MIDDLE SCHOOLS, THE PROGRAM FOSTERS THE CONNECTIONS BETWEEN CLASSROOM CURRICULA AND THE ARTS. THE GOAL OF JAZZ IN THE MIDDLE IS TO BUILD LITERACY SKILLS THROUGH UNDERSTANDING OF THE HISTORICAL CONTEXT AND CULTURAL DIMENSIONS OF MUSIC, WITH STUDENTS RESPONDING CREATIVELY TO ELEMENTS OF MUSIC AND APPLYING WHAT THEY LEARN TO WRITING AND OTHER SUBJECTS.SFJAZZ HIGH SCHOOL ALL-STARS - THROUGHOUT THE ACADEMIC YEAR, SFJAZZ PROVIDES ADVANCED JAZZ TRAINING AND PERFORMANCE OPPORTUNITIES FOR TALENTED YOUNG MUSICIANS IN BOTH BIG BAND AND SMALL ENSEMBLE FORMATS, SELECTED ANNUALLY BY COMPETITIVE AUDITION (FREE TO PARTICIPANTS).MEET THE MASTERS - A SERIES OF WORKSHOPS, SCHOOL ASSEMBLIES, OPEN REHEARSALS, SALONS, MASTER CLASSES, MENTORING SESSIONS, COMMUNITY EVENTS AND INTERACTIVE PERFORMANCES BY JAZZ MASTERS, BRING WORLD-CLASS JAZZ ARTISTS.DISCOVER JAZZ HISTORY AND APPRECIATION CLASSES:DISCOVER JAZZ DIVES INTO THE COLORFUL MYTHOLOGY AND HISTORY OF JAZZ, SWINGING RIGHT INTO THE MUSIC'S KEY FIGURES, RECORDINGS, FORMS, AND IDEAS. EACH CLASS HITS UPON ESSENTIAL CONCEPTS THAT, WHEN TAKEN AS A COMPLETE SERIES, GIVE ANY FAN THE ABILITY TO HEAR BETWEEN THE LINES OF GREAT JAZZ PERFORMANCES. IN ADDITION TO THE CLASS CONTENT, THERE WILL BE INTERACTIVE LIVE JAZZ PERFORMANCES, GIVING PARTICIPANTS IMMEDIATE ACCESS TO THE PROCESS AND PRACTICE OF THE JAZZ MUSICIAN.SFJAZZ ADULT AND FAMILY EDUCATION PROGRAMS ARE THE FOLLOWING:DISCOVER JAZZ - WEEKLY EVENING MUSIC APPRECIATION CLASSES FOR ADULTS, OFFERING ENTERTAINING AND INFORMATIVE INSIGHTS INTO JAZZ MUSIC, HISTORY AND CULTURE; PRESENTED IN ASSOCIATION WITH THE JEWISH COMMUNITY CENTER OF SAN FRANCISCO.PRE-CONCERT TALKS - ENLIGHTENING FREE PRE-SHOW DISCUSSIONS FROM THE STAGE IN WHICH JAZZ ARTISTS, SCHOLARS, AND INDUSTRY PROFESSIONALS OFFER INSIGHTS TO ENHANCE AUDIENCE APPRECIATION OF SELECTED CONCERTS AND FILMS.JAZZ LISTENING PARTIES - FREE TO SFJAZZ MEMBERS, THESE POPULAR EVENTS HOSTED BY LEADING JAZZ ARTISTS FEATURE RELAXED DISCUSSION AND GUIDED LISTENING TO RECORDED WORKS.FAMILY MATINEE CONCERTS - CREATED WITH FAMILIES IN MIND, THIS SERIES SHOWCASES LEADING MUSICIANS IN REDUCED-PRICE, HOUR-LONG, AFTERNOON CONCERTS, COMBINING WORLD-CLASS ARTISTRY WITH INTERACTIVE DISCUSSION AND AUDIENCE PARTICIPATION.

Expenses $2,641,189 · Revenue $95,390
SFJAZZ DIGITAL: FROM THE GREATEST JAZZ HALL IN THE WORLD STRAIGHT TO YOUR LIVING ROOM, SFJAZZ DIGITAL INITIATIVE INCLUDE FRIDAYS LIVE AND ON-DEMAND PROVIDING EXCLUSIVE ONLINE ACCESS TO THE MOST MEMORABLE MOMENTS AND NEW PERFORMANCES FROM THE SFJAZZ CENTER, WHILE PROVIDING MUCH-NEEDED SUPPORT FOR ARTISTS AND SFJAZZ DURING THIS CHALLENGING TIME. FEATURING MULTI-CAMERA HD VIDEO AND STATE-OF-THE-ART AUDIO, EACH FULLY IMMERSIVE DIGITAL OFFERING CONNECTS YOU TO THE MUSIC, TO THE MUSICIANS, AND TO THE FEELING OF EXPERIENCING LIVE MUSIC AT SFJAZZ.

Expenses $1,123,145 · Revenue $17,777
OTHER PROGRAMS INCLUDE SELLING VARIOUS SFJAZZ MERCHANDISE AND CD'S OF THE SFJAZZ COLLECTIVE; LEASE INCOME FROM THE B-SIDE RESTAURANT LOCATED INSIDE THE CENTER; A RENTALS PROGRAM FOR OTHER NON-PROFITS AND FOR PROFIT COMPANIES TO RENT THE BUILDING FOR THEIR EVENTS.

Expenses $2,888,527 · Grants $1,000 · Revenue $342,893

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Greg SternGREG STERN

CEO

Total calculated

$338,842

From this org

$338,622

From related orgs

$0

Other

$220

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$338,622

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$220

Filer's total

$338,842
Randall KlineRANDALL KLINE

FOUNDER/EXEC ART DIR(THRU 11/22/23)

Total calculated

$286,492

From this org

$263,606

From related orgs

$0

Other

$22,886

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$263,606

Bonus

$0

Other

$0

Deferred

$8,125

Nontaxable benefits

$14,761

Filer's total

$286,492
Terence BlanchardTERENCE BLANCHARD

EXECUTIVE ARTISTIC DIRECTOR

Total calculated

$162,086

From this org

$151,107

From related orgs

$0

Other

$10,979

Hours/week

40

Schedule J breakdown matched by us

Base

$151,107

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$10,979

Filer's total

$162,086
Denise Young SmithDENISE YOUNG SMITH

CHAIR

Total calculated

$0

Hours/week

1
Bruce CozaddBRUCE COZADD

VICE CHAIR

Total calculated

$0

Hours/week

1
Molly CoyeMOLLY COYE

SECRETARY

Total calculated

$0

Hours/week

1
Aditya AgrawalADITYA AGRAWAL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Ravin AgrawalRAVIN AGRAWAL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jamie AllisonJAMIE ALLISON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Brian AsheBRIAN ASHE

BOARD MEMBER

Total calculated

$0

Hours/week

1
John BottiJOHN BOTTI

BOARD MEMBER

Total calculated

$0

Hours/week

1
Bernard BourdeauxBERNARD BOURDEAUX

BOARD MEMBER

Total calculated

$0

Hours/week

1
Rafael CostasRAFAEL COSTAS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Angela DavisANGELA DAVIS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Michael DeangeloMICHAEL DEANGELO

BOARD MEMBER

Total calculated

$0

Hours/week

1
Sid GanisSID GANIS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Rishi GargRISHI GARG

BOARD MEMBER

Total calculated

$0

Hours/week

1
Herman GrayHERMAN GRAY

BOARD MEMBER

Total calculated

$0

Hours/week

1
Lisa HookLISA HOOK

BOARD MEMBER

Total calculated

$0

Hours/week

1
Zakir HussainZAKIR HUSSAIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
Inamarie JohnsonINAMARIE JOHNSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Divesh MakanDIVESH MAKAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
Mike MauzeMIKE MAUZE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Shakeya McDowSHAKEYA MCDOW

BOARD MEMBER

Total calculated

$0

Hours/week

1
Aston MotesASTON MOTES

BOARD MEMBER

Total calculated

$0

Hours/week

1
Julius RobinsonJULIUS ROBINSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Timothy SimonTIMOTHY SIMON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Claude SteeleCLAUDE STEELE

BOARD MEMBER

Total calculated

$0

Hours/week

1
David WeillDAVID WEILL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jeff WhippsJEFF WHIPPS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Julia WyckoffJULIA WYCKOFF

BOARD MEMBER

Total calculated

$0

Hours/week

1
Judith GumJUDITH GUM

CFO

Total calculated

$209,003

From this org

$182,633

From related orgs

$0

Other

$26,370

Hours/week

40

Schedule J breakdown matched by us

Base

$182,633

Bonus

$0

Other

$0

Deferred

$5,150

Nontaxable benefits

$21,220

Filer's total

$209,003
Emma MoonEMMA MOON

DIRECTOR OF DEVELOPMENT

Total calculated

$193,477

From this org

$179,265

From related orgs

$0

Other

$14,212

Hours/week

40

Schedule J breakdown matched by us

Base

$179,265

Bonus

$0

Other

$0

Deferred

$2,824

Nontaxable benefits

$11,388

Filer's total

$193,477
Niketa Prendi WilkinsonNIKETA PRENDI WILKINSON

DIRECTOR OF PEOPLE AND CULTURE

Total calculated

$190,612

From this org

$167,246

From related orgs

$0

Other

$23,366

Hours/week

40

Schedule J breakdown matched by us

Base

$167,246

Bonus

$0

Other

$0

Deferred

$4,563

Nontaxable benefits

$18,803

Filer's total

$190,612
Lillian SchwartzLILLIAN SCHWARTZ

ARTISTIC PRODUCER (THRU 6/14/24)

Total calculated

$171,904

From this org

$153,209

From related orgs

$0

Other

$18,695

Hours/week

40

Schedule J breakdown matched by us

Base

$153,209

Bonus

$0

Other

$0

Deferred

$4,913

Nontaxable benefits

$13,782

Filer's total

$171,904
Mount V Allen IIIMOUNT V ALLEN III

DIRECTOR OF OPERATIONS

Total calculated

$128,285

From this org

$128,065

From related orgs

$0

Other

$220

Hours/week

40
Tim Oliver Gorton JrTIM OLIVER GORTON JR

DIRECTOR OF MARKETING

Total calculated

$131,148

From this org

$121,767

From related orgs

$0

Other

$9,381

Hours/week

40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

THE FOUNDATION FOR SFJAZZ

501(C)(3) · SUPPORT SF JAZZ ORGANIZATION · CA · controlled entity

Directly controlled by SAN FRANCISCO JAZZ ORGANIZATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

SFJ PROPERTIES LLC

TO OWN, REDEVELOP, OPERATE, HOLD, SELL AND/OR LEASE PROPERTIES · CA · income $120,937 · assets $39,426,994

Directly controlled by SAN FRANCISCO JAZZ ORGANIZATION

Provenance

Return type: form_990
Tax year: 2023
Filed: 10 May 2025
IRS schema version: 2023v6.0
Source object: 202521329349306107

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.