MONTAVILLA JAZZ FESTIVAL: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTAVILLA JAZZ FESTIVAL (EIN 82-2174157)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349207515
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T18:27:31-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMC BOOKKEEPING AND TAX SERVICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 SE 78TH AVENUE | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822174157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTAVILLA JAZZ FESTIVAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16112 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL MATTSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5038301657 | PhoneNum |
| Signature | 2024-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEIL | PersonFirstNm |
| Person Last | MATTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEMA MCCREA | PreparerPersonNm |
| PTIN | P00582025 | PTIN |
| Phone | 5033185741 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | MONTAVILLAJAZZ.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $133,845 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $102,753 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $23,025 | ProgramServiceRevenueAmt |
| Investment Income | $17 | InvestmentIncomeAmt |
| Fundraising Gross Income | $6,545 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,301 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$7,756 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $1,505 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $991 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $514 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $118,553 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $3,368 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,102 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $3,108 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $160,686 | OtherExpensesTotalAmt |
| Total Expenses | $168,264 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$49,711 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $85,154 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,443 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,154 | BOYAmt |
| EOY | $35,443 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,154 | BOYAmt |
| EOY | $35,443 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,154 | BOYAmt |
| EOY | $35,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SUPPORT & STRENTHEN LOCAL MUSIC CULTURE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| THE 2023 10TH ANNUAL MONTAVILLA JAZZ FESTIVAL PRESENTED MULTIPLE CONCERTS FEATURING LOCAL ARTISTS PERFORMING ALL ORIGINAL JAZZ AT MULTIPLE VENUES IN PORTLAND OREGON | $134,403 |
| MONTAVILLA JAZZ CONTINUES TO SUPPORT THE MT. TABOR MIDDLE SCHOOLS JAZZ BAND PROGRAM AND THE VESTAL SCHOOL MUSIC PROGRAM THROUGH THEIR TEACHING ARTIST IN RESIDENCY PROGRAMS | $16,625 |
| THE ORGANIZATION CREATED A FILM CALLED CALL AND RESPONSE THAT HAS BEEN SUBMITED TO REGIONAL AND NATIONAL FILM FESTIVALS. THE SUNDAY PARKWAYS PROGRAM SUPPORTS LOCAL ARTISTS. | $1,481 |
| Other program services | $6,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $158,734 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| NEIL MATTSON | ||||
| EXECUTIVE DIRECTOR | 20.00 | $0 | $0 | $0 |
| STEVE R MITCHELL | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| NANCY A MITCHELL | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL MATTSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1178 SE 86TH AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972161330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5038301657 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,753 | CurrentTaxYearAmt |
| Total | $335,579 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,025 | CurrentTaxYearAmt |
| Total | $59,172 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,169 | CurrentTaxYearMinus4YearsAmt |
| Total | $15,169 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,778 | CurrentTaxYearAmt |
| Total | $409,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $409,920 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17 | CurrentTaxYearAmt |
| Total | $48 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17 | CurrentTaxYearAmt |
| Total | $48 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,795 | CurrentTaxYearAmt |
| Total | $409,968 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | OR | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MJAR GRANT | Event1Nm |
| Event2 | MTMS GRANTS | Event2Nm |
| Other Events Total | 1 | OtherEventsTotalCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTINSURANCE 1,453MARKETING 141PROGRAM EXPENSES 158,734VOLUNTEER APRECIATION 99LICENSE AND FEES 259 |
| Other program services Part III line 31 | THE ORGANIZATION PRESENTED CONCERTS AT VESTAL ELEMENTARY SCHOOL IN PARTNERSHIP WITH PORTLAND STATE UNIVERSITY AND LOCAL ARTISTS IN CELEBRATION OF SOCIAL JUSTICE, ART, FOOD, MUSIC AND COMMUNITY. |
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