2024-07-12T17:30:28-05:00 2023-08-31 953680171 MCGOWAN GUNTERMAN 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2022-09-01 952122508 OJAI FESTIVALS LTD OJAI 8056462094 PO BOX 185 OJAI CA 93024 ARA GUZELIMIAN ARTISTIC AND EXECUTIVE DIRECTOR 8056462094 2024-07-12 1 ARA GUZELIMIAN 999009999 1 CHRISLEY N REED CPA P00025230 8059629175 2024-07-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ARA GUZELIMIAN PO BOX 185 OJAI CA 93024 3562115 0 X WWW.OJAIFESTIVAL.ORG X 1947 CA HAILED AS A CREATIVE MUSIC LABORATORY, THE OJAI MUSIC FESTIVAL HAS NURTURED MANY OF THE MOST IMPORTANT ARTISTS AND COMPOSERS TO INTERNATIONAL PROMINENCE FOR OVER 70 YEARS. 20 20 23 400 0 0 1908387 1746114 948601 563730 52109 2968 9580 64080 2918677 2376892 0 0 0 0 537572 537465 0 0 236335 2071762 1384561 2609334 1922026 309343 454866 2873974 3018883 603868 201792 2270106 2817091 X THE OJAI MUSIC FESTIVAL SERVES AS A CREATIVE MUSIC LABORATORY FOR PIONEERING NEW WORKS,CHAMPIONING ADVENTUROUS PROGRAMMING, AND WORKING WITH TODAY'S EMERGING ARTISTS WITH EVENTS DURING THE YEAR AND THE OJAI MUSIC FESTIVAL SERVES AS A CREATIVE MUSIC LABORATORY FOR PIONEERING NEW WORKS, CHAMPIONING ADVENTUROUS PROGRAMMING, AND WORKING WITH TODAY'S EMERGING ARTISTS WITH EVENTS DURING THE YEAR AND CULMINATING WITH A FOUR-DAY IMMERSIVE EXPERIENCE IN JUNE IN OJAI, CALIFORNIA. THE FESTIVAL IS KNOWN FOR ITS UNIQUE STRUCTURE OF HAVING THE ARTISTIC DIRECTOR APPOINT A NEW MUSIC DIRECTOR EACH YEAR, GIVING AUDIENCES THE OPPORTUNITY TO DISCOVER A MULTITUDE OF MUSIC FORMS. AN ESSENTIAL PART OF THE FESTIVAL IS ITS BRAVO MUSIC EDUCATION & COMMUNITY PROGRAM WHICH OFFERS FREE WORKSHIPS, ARTIST RESIDENCIES, AND CONCERTS FOR OJAI'S PUBLIC-SCHOOL STUDENTS AND RESIDENTS. 0 0 1432288 563730 DURING THE 2023 SEASON, THE 77TH FESTIVAL, JUNE 6 TO 11, 2023, WAS LED BY PULITZER PRIZE WINNING COMPOSER AND GRAMMY WINNING MUSICIAN RHIANNON GIDDENS AS MUSIC DIRECTOR. TOGETHER WITH FESTIVAL ARTISTIC AND EXECUTIVE DIRECTOR ARA GUZELIMIAN, GIDDENS' PROGRAMS TOUCHED ON MANY OF HER INTERESTS ACROSS MUSICAL GENRES, FROM BAROQUE MUSIC TO BLACK TRADITIONS IN AMERICAN ROOTS MUSIC, FROM CLASSICAL MUSIC FROM CHINA AND PERSIA TO THE INFLUENCE OF NON-WESTERN MUSIC ON AMERICAN CONTEMPORARY WORKS. TO ENSURE THE FESTIVAL REACHES A FAR WIDER AUDIENCE OUTSIDE OF LIBBEY BOWL, FREE LIVE STREAMING OF THE MAINSTAGE CONCERTS WERE MADE AVAILABLE ON THE FESTIVAL'S WEBSITE AS WELL AS THROUGHOUT THE YEAR ALONG WITH OTHER ARCHIVED FESTIVAL SEASONS.THE FESTIVAL CONTINUED PROVIDING FREE ONLINE OFFERINGS INCLUDING THE OJAICAST PODCAST AND VIRTUAL OJAI TALKS TO FURTHER ENGAGE WITH PATRONS. THESE SESSIONS WITH 2023 FESTIVAL ARTISTS GAVE PARTICIPANTS AN OPPORTUNITY TO LEARN ABOUT THE FESTIVAL REPERTOIRE AND PROGRAMS AND ENJOY MUSIC VIA THE VIRTUAL WORLD. THE FESTIVAL'S CELEBRATED BRAVO MUSIC EDUCATION PROGRAM CONTINUED TO SERVE OJAI PUBLIC ELEMENTARY SCHOOLS WITH FREE WORKSHOPS, INTERACTIVE DEMONSTRATIONS, AND CONCERTS. DURING THE SCHOOL YEAR, BRAVO SERVED 3575 STUDENTS. THANKS TO CONTINUED FUNDING, BRAVO PRESENTED ITS ARTISTS-IN-RESIDENCE PROGRAM LED BY SIX LOCAL AREA MUSICIANS GOING INTO THE CLASSROOMS. SPRING PROGRAMS INCLUDED THE IMAGINE CONCERT AT LIBBEY BOWL FOR UPPER ELEMENTARY STUDENTS WHO ENJOY A LIVE CONCERT WITH PROFESSIONAL MUSICIANS AND MUSIC VAN, ORGANIZED BY BRAVO VOLUNTEERS, WHICH VISITED EIGHT SCHOOLS ALLOWING STUDENTS TO TRY DIFFERENT MUSICAL INSTRUMENTS. DURING THE SUMMER, BRAVO CONTINUES WITH TWO ART & MUSIC CAMPS LED BY BRAVO TEACHERS AND VOLUNTEERS WHERE CHILDREN LEARN IN AN INTERACTIVE ENVIRONMENT OF MUSIC, MOVEMENT, AND ART. ANOTHER ASPECT OF BRAVO IS "BRIDGE" WHERE STUDENTS VISIT LOCAL SENIOR RETIREMENT HOMES AND SHARE MUSIC THROUGH SONGS AND GAMES WITH THE RESIDENTS.THE FESTIVAL'S CELEBRATED BRAVO MUSIC EDUCATION PROGRAM WAS ABLE TO BEGIN SAFE IN-PERSON WORKSHOPS AND CLASSES IN OJAI PUBLIC ELEMENTARY SCHOOLS. THROUGH ITS EDUCATION THROUGH MUSIC PROGRAM 660 STUDENTS IN ALL SIX ELEMENTARY SCHOOLS WERE SERVED. THANKS TO ADDITIONAL FUNDING, BRAVO LAUNCHED AN ARTISTS-IN-RESIDENCE PROGRAM. IT ALSO BROUGHT BACK THE IMAGINE CONCERT HELD AT THE LIBBEY BOWL IN THE SPRING OF 2022. THIS WAS THE FIRST TIME FOR MANY UPPER ELEMENTARY STUDENTS TO SEE A LIVE PERFORMANCE SINCE THE PANDEMIC. IN THE FALL OF 2021, THE OJAI MUSIC FESTIVAL'S SECOND PPP LOAN WAS FORGIVEN. THE ORGANIZATION WAS A GRANT RECIPIENT OF THE CALIFORNIA SVOG (SHUTTERED VENUE OPERATORS GRANT) RECEIVING $225,000 AND WAS GRATEFUL TO RECEIVE A VENTURA COUNTY GRANT TO ASSIST WITH FUNDING THE FESTIVAL'S COVID-SAFETY PROTOCOL EXPENSES. EVEN THROUGH THE CHALLENGES OF THE PANDEMIC, THE BOARD OF DIRECTORS, UNDER THE LEADERSHIP OF CHAIR JERRY EBERHARDT, TOOK UPON THE GOAL TO CONTINUE WORKING ON A COMPREHENSIVE CAMPAIGN TO ENSURE THE FUTURE OF THE FESTIVAL. THIS "FUTURE FORWARD" CAMPAIGN WAS SUPPORTED BY THE BOARD WITH 100% COMMITMENT BEFORE THE END OF THE YEAR. THE THREE PILLARS OF THE CAMPAIGN ARE SUPPORTING NEW ARTISTIC PROGRAMS AND WORKS, GROWTH OF THE BRAVO EDUCATION PROGRAM, AND EXPANSION OF ONLINE INITIATIVES. THROUGH THE BOARD'S CONTINUED EFFORTS, THE FESTIVAL WAS ALSO ABLE TO RETIRE THE FESTIVAL'S LINE OF CREDIT BY THE END OF AUGUST 2022, AND THE BOARD APPROVED MOVING $225,000 IN THE FESTIVAL'S ENDOWMENT. IN RECENT MONTHS, THE FESTIVAL ALSO PAID OFF THE COMMERCIAL LOAN WITH BANK OF SIERRA. THE FESTIVAL HAS NOW RETIRED ALL DEBTS. THE 77TH OJAI MUSIC FESTIVAL TOOK PLACE JUNE 8 TO 11, 2023 AND WELCOMED GRAMMY-WINNING MUSICIAN AND COMPOSER RHIANNON GIDDENS AS MUSIC DIRECTOR. PROGRAMS TOUCHED ON GIDDENS' INTERESTS ACROSS MUSICAL BOUNDARIES, FROM OPERA AND BAROQUE MUSIC TO BLACK TRADITIONS IN AMERICAN ROOTS MUSIC, FROM THE CLASSICAL TRADITIONS OF MUSIC FROM CHINA AND PERSIA TO THE INFLUENCE OF NON-WESTERN MUSIC ON AMERICAN CONTEMPORARY MUSIC. A FEW OF THE CONCERT PILLARS INCLUDED THE WORLD PREMIERE OF OMAR'S JOURNEY, AN OJAI-COMMISSIONED WORK FOR VOICES AND CHAMBER ENSEMBLE DRAWN FROM THE PULITZER PRIZE WINNING OPERA OMAR; A REIMAGINING OF TAN DUN'S PIONEERING GHOST OPERA; AND A PERFORMANCE OF CARLOS SIMON'S BETWEEN WORLDS. FEATURED ARTISTS WERE KAYHAN KALHOR, STEVEN SCHICK, FRANCESCO TURRISI, WU MAN, MEMBERS OF THE SILKROAD ENSEMBLE, AND ATTACCA QUARTET. 1432288 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ACCOUNTANT 8056462094 201 S SIGNAL STREET OJAI CA 93023 CATHRYN KRAUSE SECRETARY 5.00 X X 0 0 0 JERROLD L EBERHARDT CHAIR 5.00 X X 0 0 0 NANCYBELL COE DIRECTOR 1.00 X 0 0 0 BRIDGET TSAO-BROCKMAN DIRECTOR 1.00 X 0 0 0 FRED FISHER DIRECTOR 1.00 X 0 0 0 BARRY SANDERS VICE-CHAIR, GOVERNANCE 5.00 X X 0 0 0 MICHELE BRUSTIN DIRECTOR 1.00 X 0 0 0 STEPHAN FARBER DIRECTOR 1.00 X 0 0 0 MAURICE SINGER DIRECTOR 1.00 X 0 0 0 JAMES BENNETT DIRECTOR 1.00 X 0 0 0 RUTH ELIEL DIRECTOR 1.00 X 0 0 0 GLENN MERCER DIRECTOR 1.00 X 0 0 0 HOPE TSCHOPIK SCHNEIDER TREASURER 5.00 X X 0 0 0 GREG GRINNELL DIRECTOR 1.00 X 0 0 0 THOMAS MCNALLEY DIRECTOR 1.00 X 0 0 0 DON PATTISON VICE-CHAIR DEVELOPMENT 5.00 X X 0 0 0 NEIL SELMAN DIRECTOR 1.00 X 0 0 0 MARGARET BATES MD DIRECTOR 1.00 X 0 0 0 LAUREL CRARY DIRECTOR 1.00 X 0 0 0 LUTHER LUEDTKE DIRECTOR 1.00 X 0 0 0 ARA GUZELIMIAN ARTISTIC AND EXECUTIVE DIRECTOR 40.00 X 100001 0 0 GINA GUTIERREZ MANAGING DIRECTOR 40.00 X 110689 0 205 210690 0 205 2 0 0 0 AMERICAN MODERN OPERA COMPANY 284 HARVARD STREET CAMBRIDGE MA 02139 MUSIC SERVICES 263250 1 18370 325000 1402744 40463 1746114 FESTIVAL TICKET SALES 711130 556616 556616 OTHER PROGRAM REVENUE 711130 7114 7114 563730 51935 51935 1075390 1124357 -48967 -48967 -48967 124946 18370 60866 64080 64080 2376892 563730 0 67048 X 100001 65001 15000 20000 382439 184114 109033 89292 15670 8283 3899 3488 39355 18345 12626 8384 17000 17000 13160 13160 747530 682078 18604 46848 44763 23899 13603 7261 252328 223561 143 28624 16751 8684 4188 3879 139260 108690 6970 23600 10402 10402 19836 9918 4959 4959 17653 13240 4413 EQUIPMENT 78245 72137 6108 BANK AND CREDIT CARD FE 23028 11454 11574 LICENSES AND FEES 4605 2884 1721 1922026 1432288 253403 236335 299504 288333 949720 740869 1581 10066 16430 9290 25336 36624 576340 452125 127863 124215 1269725 1627353 181256 182133 2559 0 2873974 3018883 88837 97285 111522 104507 403509 603868 201792 X -27456 635406 2297562 2181685 2270106 2817091 2873974 3018883 454866 92119 0 X X 0 1 X 1 0 X 1314977 1289898 1740311 1908387 1796114 8049687 471314 180458 302 948601 563730 2164405 1786291 1470356 1740613 2856988 2359844 10214092 253500 244643 298880 569500 366683 1733206 40287 396776 296324 623546 294227 1651160 293787 641419 595204 1193046 660910 3384366 6829726 45463 40430 26909 45014 51935 209751 45463 40430 26909 45014 51935 209751 185000 185000 2016754 1510786 1767522 2902002 2411779 10608843 0.64380 0.61040 0.01980 0.01960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1523623 21500 67642 67642 1545123 1523623 1523623 1523623 231207 231207 1523623 1523623 69895 69895 1523623 1490379 103393 70149 1523623 1.00000 1 0 4340 4340 227908 180145 47763 344092 271980 72112 124215 VENTURA COUNTY COMMUNITY FOUNDATION ENDOWMENT 182133 F 182133 X 2505851 92119 50000 142119 2363732 13160 13160 2376892 1958866 50000 50000 1908866 13160 13160 1922026 PART V, LINE 4: THE ORGANIZATION ESTABLISHED AN ENDOWMENT FUND TO PROVIDE INCOME TO ENSURE BOTH THE FESTIVAL AND ITS EDUCATIONAL OUTREACH PROGRAM BRAVO! CONTINUE THE TRADITION OF TOP CALIBER PROGRAMS FOR THE COMMUNITY, CALIFORNIA, THE NATION, AND THE WORLD. PART X, LINE 2: THE FESTIVAL IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D); THEREFORE, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE FESTIVAL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B) (1) (A) AND HAS BEEN CLASSIFIED AS A FESTIVAL THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) (1). THE FESTIVAL EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF AUGUST 31, 2023, THE FESTIVAL HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE FESTIVAL FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE FESTIVAL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE AUGUST 31, 2019 AND AUGUST 31, 2018, RESPECTIVELY. WOMEN'S COMMITTEE 104460 18370 86090 29774 SUPPERS IN THE PARK 38856 38856 3751 6158 21183 143316 18370 124946 3751 6158 50957 60866 64080 X 4 28613 FMV ON DATE OF CONT. X INTEREST 1 11850 FMV DISCOUNT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND KEY STAFF COMPLETE A FORM DISCLOSING ANY CONFLICTS OF INTEREST. THE CHAIR OF THE BOARD REVIEWS AND MONITORS ALL POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION FOR THE ARTISTIC AND EXECUTIVE DIRECTOR. THE SALARY IS BASED UPON A COMBINATION OF COMPARABLE DATA AND PAST PERFORMANCE. THE BOARD REVIEWS AND APPROVES THE ARTISTIC AND EXECUTIVE DIRECTOR EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAIABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ARTISTS AND RELATED FEES: PROGRAM SERVICE EXPENSES 682,078. MANAGEMENT AND GENERAL EXPENSES 18,604. FUNDRAISING EXPENSES 46,848. TOTAL EXPENSES 747,530. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT PROCESS AND SELECTION PROCESS REALTED TO THE FINANCIAL STATEMENT AUDIT FOR THE PERIOD ENDED AUGUST 31, 2023, REMAINED UNCHANGED FROM THE PRIOR YEAR(S).