MONTAVILLA JAZZ FESTIVAL: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MONTAVILLA JAZZ FESTIVAL (EIN 82-2174157)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202021959349201372
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-07-13T13:40:38-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383830017PreparerFirmEIN

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 AVEAddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97215ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEMA MCCREAPreparerPersonNm
PTINP00582025PTIN
Phone5033185741PhoneNum
Preparation2020-07-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.120.22.96IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-13IPDt
IP Tm13:42:48IPTm
Federal Original Submission Id9340312020195txoqqiuFederalOriginalSubmissionId
Federal Original Submission Id2020-07-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id88B454F1A5684CA9A87F0835266120B59210EBA7AtSubmissionCreationDeviceId
At Submission Filing Device Id88B454F1A5684CA9A87F0835266120B59210EBA7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMONTAVILLAJAZZ.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$47,523GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$20,717ContributionsGiftsGrantsEtcAmt
Program Service Revenue$20,664ProgramServiceRevenueAmt
Investment Income$5InvestmentIncomeAmt
Fundraising Gross Income$6,137FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,748SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$3,389SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$1,270CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$1,270GrossProfitLossSlsOfInvntryAmt
Total Revenue$43,505TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$230FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$3,771PrintingPublicationsPostageAmt
Other Expenses Total$31,937OtherExpensesTotalAmt
Total Expenses$35,938TotalExpensesAmt
Excess Or Deficit For Year$7,567ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$8,553NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,120NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$8,553BOYAmt
EOY$16,120EOYAmt

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$8,553BOYAmt
EOY$16,120EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$8,553BOYAmt
EOY$16,120EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSUPPOR AND STRENTHEN LOCAL MUSIC CULTUREPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
THE 2019 MONTAVILLA JAZZ FESTIVAL PRESENTED 22 CONCERTS. THERE WERE 12 MAIN STAGE CONCERTS AND 10 PERFORMANCES BY LOCAL STUDENTS. ATTENDENCE INCREASED 5% OVER 2018.$41,500
DUE TO THE SUCCESS OF THE MONTAVILLA JAZZ FESTIVAL THE ORGANIZATION WAS ABLE TO TEACH JAZZ HISTORY AT A LOCAL SCHOOL/100 STUDENTS AS THE JAZZ ARTISTS IN RESIDENCE.$1,500
FieldValueIRS element (for citing)
Total Program Service Expenses$43,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NEIL MATTSON
PRESIDENT5.00$0$0$0
STEVE R MITCHELL
TREASURER1.00$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 Minus2 Years$15,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,180CurrentTaxYearMinus1YearAmt
Current Tax Year$31,918CurrentTaxYearAmt
Total$64,786TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$8,372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,285CurrentTaxYearMinus1YearAmt
Current Tax Year$9,464CurrentTaxYearAmt
Total$27,121TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$10,121CurrentTaxYearMinus1YearAmt
Current Tax Year$15,169CurrentTaxYearAmt
Total$25,290TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$24,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,586CurrentTaxYearMinus1YearAmt
Current Tax Year$56,551CurrentTaxYearAmt
Total$117,197TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$117,197PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$11TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$11TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$24,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,590CurrentTaxYearMinus1YearAmt
Current Tax Year$56,556CurrentTaxYearAmt
Total$117,208TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDescription of other expenses Part I line 16FormAndLineReferenceDesc
ExplanationDESCRIPTION AMOUNTINSURANCE 1,323LICENSE AND FEES 450TELECOMMUNICATION 12MEETINGS 251PROGRAM EXPENSES 28,553MARKETING 1,023MERCHANT FEES 325ExplanationTxt

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