Nonprofit · EIN 82-2174157
MONTAVILLA JAZZ FESTIVAL
Tax-exempt · PORTLAND, OR 97216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $279,212 | $284,707 | -$5,495 | $29,948 | $0 | $29,948 |
| December 31, 2023 | 990-EZ | $118,553 | $168,264 | -$49,711 | $35,443 | $0 | $35,443 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $247,986
- of which government grants
- $57,805
- Program service revenue
- $31,214
- Investment income
- $12
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $26,400
- Salaries, compensation and benefits (total)
- $29,277
- Professional fundraising fees
- $0
- Legal fees
- $913
- Accounting fees
- $1,359
- Occupancy
- $23,700
- Travel
- $16,234
- Program services (functional)
- $218,297
- Management and general (functional)
- $49,208
- Fundraising (functional)
- $17,202
Balance sheet and other
- Total assets, start of year
- $35,443
- Total assets, end of year
- $29,948
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,948
- Gross receipts
- $279,212
- Employees
- 1
- Volunteers
- 41
- Year formed
- 2017
- State of legal domicile
- OR
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 |
|---|---|---|---|
| NEIL MATTSON | EXECUTIVE DIRECTOR Officer | 26 | $26,400 |
| KIM HARRISON | DIRECTOR Trustee or director | 0.5 | $0 |
| AARON HAYMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| KATIE SHARP | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE R MITCHELL | TREASURER Officer | 2 | $0 |
| NANCY A MITCHELL | SECRETARY Officer | 2 | $0 |
| MARCIA HOCKER | VICE PRESIDENT Officer | 2 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEIL MATTSON | EXECUTIVE DIRECTOR | 20 | $0 |
| STEVE R MITCHELL | TREASURER | 2 | $0 |
| NANCY A MITCHELL | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1178 SE 86TH AVE, PORTLAND, OR 97216-1330
- In care of
- % NEIL MATTSON
- Signed the 990
- NEIL MATTSON, PRESIDENT
- Website
- MONTAVILLAJAZZ.ORG
- 990-N for 2018 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: NEIL MATTSON, 1178 SE 86TH AVENUE, PORTLAND OR 97216. Mailing address: 1178 SE 86TH AVENUE, PORTLAND OR 97216. Website: https://montavillajazzfest.com/
- Return prepared by
- AMC BOOKKEEPING AND TAX SERVICE LLC
Mission
MONTAVILLA JAZZ FESTIVAL SUPPORTS LOCAL MUSIC CULTURE AND ENRICHES OUR COMMUNITY THROUGH EDUCATION AND PROGRAMMING IN TWO SCHOOLS SERVING 405 MIDDLE AND ELEMENTARY SCHOOL STUDENTS AND THROUGH OUR ANNUAL FESTIVAL FEATUING 155 LEAD AND SUPPORTING ARTISTS ATTRACTING 5000 ATTENDEES
Program accomplishments
- THE 2024 MONTAVILLA JAZZ FESTIVAL HELD OVER LABOR DAY WEEKEND FEATURED 48 MUSIC EVENTS ACROSS TWELVE VENUES DOUBLING ATTENDANCE FROM THE PREVIOUS YEAR TO 5000 ATTENDEESExpenses $190,278 · revenue $126,640
- 2024 WAS THE THIRD YEAR MONTAVILLA JAZZ HELPED PRODUCE VESTAL ELEMENTARYS SOCIAL JUSTICE NIGHT WITH HUNDREDS ATTENDING THE SCHOOLS ANNUAL CELEBRATION OF CULTURE AND COMMUNITY DIVERSITY. AT THE EVENT RESIDENT ARTISTS CARMELO AND JULANA TORRES GOT EVERYONE MOVING WITH THEIR IRRESISTIBLE LATIN JAZZ GROOVES. TO THE FIRST TIME IN SIX YEAR OF THIS EVENT THE WORK WAS CENTERED IN THE MUSIC CLASSROOM AND ACCESSIBLE TO ALL GRADES SERVING 230 KINDERGARTEN THROUGH 5TH GRADE STUDENTS.Expenses $15,541 · revenue $6,419
- AT MTT TABOR MIDDLE SCHOOL, RESIDENT ARTIST QUINN WALKER LED THE AFTER SCHOOL JAZZ BAND PROGRAM AND VISITED EACH BAND CLASS WEEKELY DURING THE SCHOOL YEAR SERVING 175 BAND STUDENTS. ENROLLMENT IN THE AFTER SCHOOL JAZZ BAND INCREASED IN 2024 TO THIRTY STUDENTS. MONTAVILLA JAZZ BROUGHT IN GUEST ARTISTS TO SUPPORT THE BAND PROGRAM GINVING STUDENTS AND OPPORTUNITY TO GET EXPERT ADVICE FROM PROFESSIONAL ARTISTS. THE PROGRAM IS SUSTAINED FROM ANNUAL SUPPORT FROM THE AUTZEN FOUNDATION AND CONTRIBUTIONS BY DONORSExpenses $9,576 · revenue $25,789
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-EZ on file |
IRS record
- EIN
- 82-2174157
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A60)
- Assets (IRS master file)
- $29,948
- Income (IRS master file)
- $279,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $279,212 | $284,707 | $29,948 | XML |
| 990-EZ | December 2023 | $118,553 | $168,264 | $35,443 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-N for 2018 Officer: NEIL MATTSON Filed under this EIN, most likely by a chapter or affiliate | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 82-2174157).
Questions about MONTAVILLA JAZZ FESTIVAL
- What is the EIN of MONTAVILLA JAZZ FESTIVAL?
- The employer identification number (EIN) of MONTAVILLA JAZZ FESTIVAL is 82-2174157.
- Is MONTAVILLA JAZZ FESTIVAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to MONTAVILLA JAZZ FESTIVAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTAVILLA 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 MONTAVILLA 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 MONTAVILLA 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 are the officers and directors of MONTAVILLA JAZZ FESTIVAL?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $26,400 (NEIL MATTSON, EXECUTIVE DIRECTOR).
- How much revenue does MONTAVILLA JAZZ FESTIVAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $279,212, expenses of $284,707 and total assets of $29,948 at year end.
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