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MONTAVILLA JAZZ FESTIVAL: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MONTAVILLA JAZZ FESTIVAL (EIN 82-2174157)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202321359349204497
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-05-15T13:29:31-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMC BOOKKEEPING AND TAX SERVICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11040 SE 78TH AVENUEAddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97215ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822174157EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTAVILLA JAZZ FESTIVALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11178 SE 86TH AVENUEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972161330ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL MATTSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5038301657PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNEILPersonFirstNm
Person LastMATTSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEMA MCCREAPreparerPersonNm
PTINP00582025PTIN
Phone5033185741PhoneNum
Preparation2023-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressMONTAVILLAJAZZ.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$160,091GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$140,317ContributionsGiftsGrantsEtcAmt
Program Service Revenue$18,707ProgramServiceRevenueAmt
Investment Income$13InvestmentIncomeAmt
Special Events Direct Expenses$7,718SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$7,718SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$1,054GrossSalesOfInventoryAmt
Cost Of Goods Sold$718CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$336GrossProfitLossSlsOfInvntryAmt
Total Revenue$151,655TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,930FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$182OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$859PrintingPublicationsPostageAmt
Other Expenses Total$86,980OtherExpensesTotalAmt
Total Expenses$90,951TotalExpensesAmt
Excess Or Deficit For Year$60,704ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$24,450NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$85,154NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$24,450BOYAmt
EOY$85,154EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,450BOYAmt
EOY$85,154EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$24,450BOYAmt
EOY$85,154EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSUPPORT & STRENTHEN LOCAL MUSIC CULTUREPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
THE 2022 MONTAVILLA JAZZ FESTIVAL PRESENTED MULTIPLE CONCERTS AT MULTIPLE VENUES IN PORTLAND OREGON.$47,575
THE MONTAVILLA JAZZ FESTIVAL REVIVED THE MT. TABOR MIDDLE SCHOOLS JAZZ BAND PROGRAM AND CONTINUES TO SUPPORT THE VESTAL SCHOOL MUSIC PROGRAM$32,547
THE ORGANIZATION CREATED A FILM CALLED CALL AND RESPONSE AND PLANS TO SUBMIT THE FILM TO REGIONAL AND NATIONAL FILM FESTIVALS$1,716
FieldValueIRS element (for citing)
Total Program Service Expenses$81,838TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NEIL MATTSON
PRESIDENT20.00$0$0$0
STEVE R MITCHELL
TREASURER1.50$0$0$0
NANCY A MITCHELL
SECRETARY1.50$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNEIL MATTSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11178 SE 86TH AVENUEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972161330ZIPCd
FieldValueIRS element (for citing)
Phone5038301657PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,180CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,918CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,024CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,685CurrentTaxYearMinus1YearAmt
Current Tax Year$110,199CurrentTaxYearAmt
Total$250,006TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,464CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,106CurrentTaxYearMinus1YearAmt
Current Tax Year$18,707CurrentTaxYearAmt
Total$45,432TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,169CurrentTaxYearMinus3YearsAmt
Total$25,290TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,894CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,791CurrentTaxYearMinus1YearAmt
Current Tax Year$128,906CurrentTaxYearAmt
Total$320,728TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$320,728PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6CurrentTaxYearMinus1YearAmt
Current Tax Year$13CurrentTaxYearAmt
Total$35TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6CurrentTaxYearMinus1YearAmt
Current Tax Year$13CurrentTaxYearAmt
Total$35TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,590CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,901CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,797CurrentTaxYearMinus1YearAmt
Current Tax Year$128,919CurrentTaxYearAmt
Total$320,763TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Description of other expenses Part I line 16DESCRIPTION AMOUNTINSURANCE 1,266MARKETING 2,630PROGRAM EXPENSES 81,838VOLUNTEER APRECIATION 79MEETINGS 102TELECOMMUNICATION 1,065
Other program services Part III line 31THE ORGANIZATION PRESENTED CONCERTS AT VESTAL ELEMENTARY SCHOOL IN PARTNERSHIP WITH PORTLAND STATE UNIVERSITY

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