MONTAVILLA JAZZ FESTIVAL: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MONTAVILLA JAZZ FESTIVAL (EIN 82-2174157)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-09
- IRS object ID
- 202141299349200069
- Schema version
- 2020v4.1
- 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 | 2021-05-09T18:17:49-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383830017 | PreparerFirmEIN |
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 AVE | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 1178 SE 86TH AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972161330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL F MATTSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5038301657 | PhoneNum |
| Signature | 2021-05-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEMA MCCREA | PreparerPersonNm |
| PTIN | P00582025 | PTIN |
| Phone | 5033185741 | PhoneNum |
| Preparation | 2021-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | MONTAVILLAJAZZ.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $32,901 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $24,744 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $4,870 | ProgramServiceRevenueAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Fundraising Gross Income | $3,280 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,325 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$2,045 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $27,576 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $727 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $193 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $16,631 | OtherExpensesTotalAmt |
| Total Expenses | $18,151 | TotalExpensesAmt |
| Excess Or Deficit For Year | $9,425 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $16,120 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,545 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,120 | BOYAmt |
| EOY | $25,545 | 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 | $16,120 | BOYAmt |
| EOY | $25,545 | 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 | $16,120 | BOYAmt |
| EOY | $25,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SUPPOR AND STRENTHEN LOCAL MUSIC CULTURE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| THE 2019 MONTAVILLA JAZZ FESTIVAL PRESENTED TWO LIVE-STREAMED CONCERTS AT ITS 2020 FESTIVAL REDUCED IN SCOPE DUE TO THE GLOBAL PANDEMIC. | $2,800 |
| THE MONTAVILLA JAZZ FESTIVAL PRESENTED 24 OUTDOOR MINI-CONCERTS IN PORTLAND NEIGHBORHOODS CALLED TAKE OUT THE JASS. | $1,200 |
| THE ORGANIZATION TAUGHT JASS HISTORY TO 15 STUDENTS AT 2 NEIGHBORHOOD ELEMENTRY SCHOOLS, TAUGHT JAZZ PERFORMANCE TO 40 STUDENTS AT A LOCAL MIDDLE SCHOOL | $8,607 |
| Other program services | $2,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,057 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| NEIL MATTSON | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEVE R MITCHELL | ||||
| TREASURER | 1.50 | $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 Minus3 Years | $15,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,024 | CurrentTaxYearAmt |
| Total | $92,810 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,870 | CurrentTaxYearAmt |
| Total | $31,991 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,169 | CurrentTaxYearMinus1YearAmt |
| Total | $25,290 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,894 | CurrentTaxYearAmt |
| Total | $150,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $150,091 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $18 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $18 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,901 | CurrentTaxYearAmt |
| Total | $150,109 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
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 |
| Gross Receipts Event1 | $7,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $7,000 | GrossRevenueEvent1Amt |
| Event2 | MTMS GRANTS | Event2Nm |
| Gross Receipts Event2 | $1,238 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $1,238 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Charitable Contri Other Events | $12,356 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | -$12,356 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,325 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $8,238 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,356 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | -$4,118 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,325 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,325 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,443 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTINSURANCE 1,373LICENSE AND FEES 100MARKETING 100PROGRAM EXPENSES 15,058 |
| Other program services Part III line 31 | MONTAVILLA JAZZ FESTIVAL HAS BEGUN PROJECT DEVELOPMENT ON A FILM TO BE RELEASED IN 2021 |
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