Civic Intelligence

Montavilla Jazz Festival

EIN 82-2174157 • 501(c)3 • Portland, OR

Profile

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

PO Box 16112Portland, OR 97292

montavillajazz.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$26,400

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

136%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$29,948

Down $5,495 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$29,948

Down $5,495 (-16%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin41st percentile

Revenue

Up

$279,212

Up $160,659 (+136%) from 2023

Expenses

Up

$284,707

Up $116,443 (+69%) from 2023

Net Income

Up

-$5,495

Up $44,216 (+89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2019: $16,120Liabilities 2019: $0Net Assets 2019: $16,1202019Assets 2020: $25,545Liabilities 2020: $0Net Assets 2020: $25,5452020Assets 2021: $24,450Liabilities 2021: $0Net Assets 2021: $24,4502021Assets 2022: $85,154Liabilities 2022: $0Net Assets 2022: $85,1542022Assets 2023: $35,443Liabilities 2023: $0Net Assets 2023: $35,4432023Assets 2024: $29,948Liabilities 2024: $0Net Assets 2024: $29,9482024

Highlighted filing

2024

Assets$29,948
Liabilities$0
Net Assets$29,948
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $43,505Expenses 2019: $35,938Net Income 2019: $7,5672019Revenue 2020: $27,576Expenses 2020: $18,151Net Income 2020: $9,4252020Revenue 2021: $68,122Expenses 2021: $69,217Net Income 2021: -$1,0952021Revenue 2022: $151,655Expenses 2022: $90,951Net Income 2022: $60,7042022Revenue 2023: $118,553Expenses 2023: $168,264Net Income 2023: -$49,7112023Revenue 2024: $279,212Expenses 2024: $284,707Net Income 2024: -$5,4952024

Highlighted filing

2024

Revenue$279,212
Expenses$284,707
Net Income-$5,495
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,948
Liabilities
$0
Net assets
$29,948
Revenue
$279,212
Expenses
$284,707
Net income
-$5,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$2.79$2.85$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.19$1.68$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.52$0.91$0.61
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.68$0.69$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.28$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.44$0.36$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Gross Receipts
$279,212
Mission and Program Overview

Mission

Suppor and strenthen local music culture

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$34,714$29,948▼ $4,766
Rtn Earn Endowment Incm Other Fnds$35,443$29,948▼ $5,495
Cash and Non-Interest-Bearing Accounts$729--
Total Assets$35,443$29,948▼ $5,495
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,443$29,948▼ $5,495
Total Liabilities and Net Assets / Fund Balance$35,443$29,948▼ $5,495
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Neil MattsonExecutive DirectorPT$26,400$26,400

Board Members and Trustees

NameTitle
Marcia HockerVice President
Aaron HaymanDirector
Katie SharpDirector
Kim HarrisonDirector
Nancy a MitchellSecretary
Steve R MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,986
Program Service Revenue
$31,214
Investment Income
$12
Other Revenue
$0
Change in Net Assets
$-5,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,430
Salaries, Compensation, and Employee Benefits$29,277
Total Fundraising Expense$17,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$130,076$4,583$8,630$143,289
Current Officers, Directors, Trustees, and Key Employees-$26,400-$26,400
Occupancy$22,100$200$1,400$23,700
Office Expenses$8,397$1,270$6,570$16,237
Travel$15,707-$527$16,234
Advertising$12,323$3,202$75$15,600
Information Technology-$4,379-$4,379
Insurance$416$2,632-$3,048
Payroll Taxes-$2,877-$2,877
Fees for Services Accounting-$1,359-$1,359
Conferences and Meetings$354$634-$988
Fees for Services Legal-$913-$913
Other Expenses$915$450-$450
Total Functional Expenses$218,297$49,208$17,202$284,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mjar Grant----
Mtms Grants----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“The secretary and treasurer are a married couple. The books are reviewed regularly by the president/executive director. There is also a conflict of interest policy”

Form 990 governing body review Part VI line 11

“The corporations annual tax return is distributed to all directors in hard copy in the regular board meeting before the tax filing deadline. At the next meeting, the board of directors reviews and approves the corporations annual tax return. The approval vote is recorded in the corporations board meeting minutes”

Conflict of interest policy compliance Part VI line 12C

“Each officer and director is rquired to disclose all affiliations and potential conflicts of interest in their board member work plan and disclosure form which is signed and submitted annually. The disclosure forms are reviewed by the executive committee where potential conflicts of interest are reviewed, discussed, and resolved in regular board meetings with the interested parties absent.”

CEO executive director top management comp Part VI line 15A

“The executive director salary was dtermined based on independent research and recommendation by a professional arts nonprofit consultant who compared the executive director salaries of fourteen similar arts noprofit orgnaizations.”

Governing documents etc available to public Part VI line 19

“All documents of the corporation are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Montavilla Jazz Festival
EIN
82-2174157
In Care Of
% NEIL MATTSON
Address
PO BOX 16112, PORTLAND, OR 97292
Doing Business As
Montavilla Jazz

Signing Officer

Name
Neil Mattson
Title
President
Phone
5038301657
Signed
2025-03-17
Discuss with paid preparer
No

Organization Details

Formed
2017
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
41

Preparer

Firm
Amc Bookkeeping and Tax Service LLC
Address
1040 SE 78TH AVENUE, Portland, OR 97215
Preparer
Alema Mccrea
Phone
5033185741
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Support contractors for the festival event $26040audio & video production $14554merchant fees $1650event coordinator $1795fundraising consultant $700grant writing $4583graphic design $4908marketing $12640security $3036translation service $195education consultant $1200photographer $500musicians and artists $55226teaching artist $14263artist selection panel $2000”

Part III response or note to any other line in Part III

“Prior year program expenses paid cash basis in 2024”

Raw XML AppendixShowing 400 of 420 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc02024 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0AT 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 DONORS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY AND TREASURER ARE A MARRIED COUPLE. THE BOOKS ARE REVIEWED REGULARLY BY THE PRESIDENT/EXECUTIVE DIRECTOR. THERE IS ALSO A CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CORPORATIONS ANNUAL TAX RETURN IS DISTRIBUTED TO ALL DIRECTORS IN HARD COPY IN THE REGULAR BOARD MEETING BEFORE THE TAX FILING DEADLINE. AT THE NEXT MEETING, THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE CORPORATIONS ANNUAL TAX RETURN. THE APPROVAL VOTE IS RECORDED IN THE CORPORATIONS BOARD MEETING MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH OFFICER AND DIRECTOR IS RQUIRED TO DISCLOSE ALL AFFILIATIONS AND POTENTIAL CONFLICTS OF INTEREST IN THEIR BOARD MEMBER WORK PLAN AND DISCLOSURE FORM WHICH IS SIGNED AND SUBMITTED ANNUALLY. THE DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE WHERE POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED, DISCUSSED, AND RESOLVED IN REGULAR BOARD MEETINGS WITH THE INTERESTED PARTIES ABSENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR SALARY WAS DTERMINED BASED ON INDEPENDENT RESEARCH AND RECOMMENDATION BY A PROFESSIONAL ARTS NONPROFIT CONSULTANT WHO COMPARED THE EXECUTIVE DIRECTOR SALARIES OF FOURTEEN SIMILAR ARTS NOPROFIT ORGNAIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS OF THE CORPORATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPORT CONTRACTORS FOR THE FESTIVAL EVENT $26040AUDIO & VIDEO PRODUCTION $14554MERCHANT FEES $1650EVENT COORDINATOR $1795FUNDRAISING CONSULTANT $700GRANT WRITING $4583GRAPHIC DESIGN $4908MARKETING $12640SECURITY $3036TRANSLATION SERVICE $195EDUCATION CONSULTANT $1200PHOTOGRAPHER $500MUSICIANS AND ARTISTS $55226TEACHING ARTIST $14263ARTIST SELECTION PANEL $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR YEAR PROGRAM EXPENSES PAID CASH BASIS IN 2024
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part III response or note to any other line in Part III
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL MATTSON
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ReturnHeader/Filer/EIN0822174157
ReturnHeader/Filer/InCareOfNm0% NEIL MATTSON

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