MONTAVILLA JAZZ FESTIVAL
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Cite this
Plain text MONTAVILLA JAZZ FESTIVAL. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/montavilla-jazz-festival-822174157. Retrieved 2026-11-08.
APA furp.org. (n.d.). MONTAVILLA JAZZ FESTIVAL [Nonprofit organization profile; tax years 2019–2024]. Retrieved November 8, 2026, from https://furp.org/org/montavilla-jazz-festival-822174157
MLA “MONTAVILLA JAZZ FESTIVAL.” furp.org, tax years 2019–2024, https://furp.org/org/montavilla-jazz-festival-822174157. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2019–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $279K · expenses $285K · assets $30K
- Also known as
- MONTAVILLA JAZZ
- EIN
- 82-2174157
- Address
- 1178 SE 86TH AVE, PORTLAND, OR 97216-1330
- Website
- MONTAVILLAJAZZ.ORG
- NTEE code
- A60 Performing Arts Organizations (Arts, Culture and Humanities) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- July 2017 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Principal officer
- NEIL MATTSON (its 2018 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2018 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
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
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Neil Mattson | EXECUTIVE DIRECTOR | 2019-2024 | $26,400 | $26,400 | 1 |
Officers and directors, no compensation reported
6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Kim Harrison | DIRECTOR | 2024 | 0 | $0 reported | 1 |
| Aaron Hayman | DIRECTOR | 2024 | 0 | $0 reported | 1 |
| Katie Sharp | DIRECTOR | 2024 | 0 | $0 reported | 1 |
| Steve R Mitchell | TREASURER | 2019-2024 | 2 | $0 reported | 1 |
| Nancy A Mitchell | SECRETARY | 2022-2024 | 2 | $0 reported | 1 |
| Marcia Hocker | VICE PRESIDENT | 2024 | 2 | $0 reported | 1 |
People by year
2024 · 7 people listed · 1 paid, $26K · 1 employee · 41 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NEIL MATTSON | EXECUTIVE DIRECTOR | 26 | $26,400 | $0 | $0 | $26,400 | 1 |
| KIM HARRISON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| AARON HAYMAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KATIE SHARP | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STEVE R MITCHELL | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| NANCY A MITCHELL | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| MARCIA HOCKER | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NEIL MATTSON | EXECUTIVE DIRECTOR | 20 | $0 | - | $0 | $0 | 1 |
| STEVE R MITCHELL | TREASURER | 2 | $0 | - | $0 | $0 | 1 |
| NANCY A MITCHELL | SECRETARY | 2 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NEIL MATTSON | PRESIDENT | 20 | $0 | - | $0 | $0 | 1 |
| STEVE R MITCHELL | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| NANCY A MITCHELL | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NEIL MATTSON | PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| STEVE R MITCHELL | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NEIL MATTSON | PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| STEVE R MITCHELL | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
2019 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NEIL MATTSON | PRESIDENT | 5 | $0 | - | $0 | $0 | 1 |
| STEVE R MITCHELL | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $279,212 | $284,707 | $29,948 | $29,948 | $247,986 | $31,214 | $26,400 | 1 | 41 |
| 2023 · Form 990EZ | ||||||||
| $118,553 | $168,264 | $35,443 | $35,443 | $102,753 | $23,025 | - | - | - |
| 2022 · Form 990EZ | ||||||||
| $151,655 | $90,951 | $85,154 | $85,154 | $140,317 | $18,707 | - | - | - |
| 2021 · Form 990EZ | ||||||||
| $68,122 | $69,217 | $24,450 | $24,450 | $62,685 | - | - | - | - |
| 2020 · Form 990EZ | ||||||||
| $27,576 | $18,151 | $25,545 | $25,545 | $24,744 | $4,870 | - | - | - |
| 2019 · Form 990EZ | ||||||||
| $43,505 | $35,938 | $16,120 | $16,120 | $20,717 | $20,664 | - | - | - |
Funders of this organization
8 grantors reported grants to this organization, $92,146 in all, tax years 2019 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| MARIE LAMFROM CHARITABLE FOUNDATION 091898 | $40,000 | 2 | $20,000 | 2024 | 2022, 2024 | Private foundation | Fuzzy filed as “MONTAVILLA JAZZ FESTIVAL” | show |
| JAMES F AND MARION L MILLER FOUNDATION | $14,600 | 3 | $7,000 | 2024 | 2021-2022, 2024 | Private foundation | Fuzzy filed as “MONTAVILLA JAZZ FESTIVAL” | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | $10,000 | 1 | $10,000 | 2024 | 2024 | DAF sponsor | Exact | show |
| AUTZEN FOUNDATION | $8,200 | 2 | $5,000 | 2024 | 2023-2024 | Private foundation | Fuzzy filed as “MONTAVILLA JAZZ FESTIVAL” | show |
| OREGON COMMUNITY FOUNDATION | $7,000 | 1 | $7,000 | 2020 | 2020 | DAF sponsor | Exact | show |
| REGIONAL ARTS & CULTURE COUNCIL | $6,300 | 1 | $6,300 | 2019 | 2019 | Public charity | Exact | show |
| NEW MUSIC USA INC | $6,000 | 1 | $6,000 | 2023 | 2023 | Public charity | Exact | show |
| AMAZONSMILE FOUNDATION | $46 | 4 | $18 | 2023 | 2020-2023 | Private foundation | Fuzzy filed as “MONTAVILLA JAZZ FESTIVAL” | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ASHLAND FOLK COLLECTIVE | OR | A60 | $231,468 | $251,561 | EXECUTIVE DIRECTOR | $60,555 | Same NTEE code A60, revenue within 2x, same state |
| ENSEMBLE MUSIC OREGON | OR | A60 | $494,821 | $202,421 | President | $25,640 | Same NTEE code A60, revenue within 2x, same state |
| ORCHESTRA NEXT | OR | A60 | $274,213 | $241,330 | PRESIDENT | $0 | Same NTEE code A60, revenue within 2x, same state |
| ROGUE THEATRE | OR | A60 | $415,958 | $414,977 | Director | $0 | Same NTEE code A60, revenue within 2x, same state |
| PORTLAND TAIKO | OR | A60 | $305,037 | $263,203 | EXECUTIVE DIRECTOR | $27,644 | Same NTEE code A60, revenue within 2x, same state |
| LOVEGOOD PERFORMING ARTS COMPANY | OR | A60 | $504,364 | $382,457 | Chairman Director Artistic Director | $21,548 | Same NTEE code A60, revenue within 2x, same state |
| HISTORIC ALBERTA HOUSE | OR | A60 | $233,601 | $296,859 | Artistic Director | $88,269 | Same NTEE code A60, revenue within 2x, same state |
| INSTABALLET | OR | A60 | $188,635 | $179,661 | EXECUTIVE DI | $63,580 | Same NTEE code A60, revenue within 2x, same state |
| MUSIC ON THE HALF SHELL | OR | A60 | $190,912 | $140,831 | VICE PRESIDE | $0 | Same NTEE code A60, revenue within 2x, same state |
| CORRIB THEATRE | OR | A60 | $267,068 | $225,544 | Artistic Director | $68,769 | Same NTEE code A60, revenue within 2x, same state |
| STAGES PERFORMING ARTS YOUTH ACADEMY | OR | A60 | $158,402 | $168,940 | TREASURER | $0 | Same NTEE code A60, revenue within 2x, same state |
| HOT SUMMER JAZZ FESTIVAL | MN | A60 | $492,880 | $549,153 | EXECUTIVE DIRECTOR | $6,250 | Same NTEE code A60, revenue within 2x |
| SC NEW PLAY FESTIVAL INC | SC | A60 | $354,165 | $370,120 | EXECUTIVE ARTISTIC DIRECTOR | $30,000 | Same NTEE code A60, revenue within 2x |
| TUCSON DESERT SONG FESTIVAL | AZ | A60 | $367,443 | $271,418 | DIRECTOR | $0 | Same NTEE code A60, revenue within 2x |
| FRIENDS OF THE ACADIA TRAD FESTIVAL | ME | A60 | $249,347 | $275,348 | CHAIR | $0 | Same NTEE code A60, revenue within 2x |
| CHELSEA MUSIC FESTIVAL CORPORATION | NY | A60 | $344,365 | $388,295 | SECRETARY AND DIR OF OPERATIONS | $31,530 | Same NTEE code A60, revenue within 2x |
| SHANDALEE MUSIC FESTIVAL | NY | A60 | $164,890 | $184,358 | CO-CHAIR, PRESIDENT | $0 | Same NTEE code A60, revenue within 2x |
| COLORADO JAZZ INC | CO | A60 | $273,261 | $288,817 | BOARD CHAIR | $0 | Same NTEE code A60, revenue within 2x |
| VALLEY OF THE MOON MUSIC FESTIVAL | CA | A60 | $516,882 | $456,113 | Other | $39,983 | Same NTEE code A60, revenue within 2x |
| DELAWARE SHAKESPEARE FESTIVAL INC | DE | A60 | $387,976 | $510,134 | Producing Artistic Director | $70,885 | Same NTEE code A60, revenue within 2x |
| LADIES OF HIP-HOP FESTIVAL | NJ | A60 | $345,503 | $409,839 | Executive Director | $16,810 | Same NTEE code A60, revenue within 2x |
| CIRCUS CITY FESTIVAL INC | IN | A60 | $387,156 | $256,985 | PRESIDENT | $0 | Same NTEE code A60, revenue within 2x |
| JUNIOR JAZZ FOUNDATION | SC | A60 | $451,315 | $483,233 | DIRECTOR | $0 | Same NTEE code A60, revenue within 2x |
| JAZZ IN JUNE INC | OK | A60 | $181,447 | $175,310 | EXECUTIVE DI | $30,000 | Same NTEE code A60, revenue within 2x |
| SANDBAR STORY TELLING FESTIVAL | MN | A60 | $169,791 | $77,623 | ARTISTIC DIRECTOR | $0 | Same NTEE code A60, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $284,707 spent · pay $29,277 · grants $0 · events $988
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $143,289 | $130,076 | $4,583 | $8,630 | 50.3% | |
| Other (as described) | PRODUCTION EXPENSES | $27,988 | $27,988 | - | - | 9.8% |
| Pay: officers, directors, trustees, key employees | $26,400 | - | $26,400 | - | 9.3% | |
| Occupancy | $23,700 | $22,100 | $200 | $1,400 | 8.3% | |
| Office expenses | $16,237 | $8,397 | $1,270 | $6,570 | 5.7% | |
| Travel | $16,234 | $15,707 | - | $527 | 5.7% | |
| Advertising and promotion | $15,600 | $12,323 | $3,202 | $75 | 5.5% | |
| Information technology | $4,379 | - | $4,379 | - | 1.5% | |
| Insurance | $3,048 | $416 | $2,632 | - | 1.1% | |
| Payroll taxes | $2,877 | - | $2,877 | - | 1.0% | |
| Fees: accounting | $1,359 | - | $1,359 | - | 0.5% | |
| Other (as described) | LICENSE AND FEES | $1,115 | $915 | $200 | - | 0.4% |
| Conferences, conventions and meetings | $988 | $354 | $634 | - | 0.3% | |
| Fees: legal | $913 | - | $913 | - | 0.3% | |
| Other (as described) | PAYROLL PROCESSING | $450 | - | $450 | - | 0.2% |
| Other (as described) | VOLUNEER EXPENSES | $130 | $21 | $109 | - | 0.0% |
| Total | $284,707 | 100% |
2023 · Form 990EZ · $168,264 spent · pay $0 · grants $0 · events $14,301
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $160,686 | 95.5% | |
| Fees to independent contractors | $3,368 | 2.0% | |
| Printing, publications, postage | $3,108 | 1.8% | |
| Occupancy, rent, utilities, maintenance | $1,102 | 0.7% | |
| Fundraising events Event | direct expenses; gross income - | $14,301 | reported apart |
| Total | $168,264 | 100% |
2022 · Form 990EZ · $90,951 spent · pay $0 · grants $0 · events $7,718
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $86,980 | 95.6% | |
| Fees to independent contractors | $2,930 | 3.2% | |
| Printing, publications, postage | $859 | 0.9% | |
| Occupancy, rent, utilities, maintenance | $182 | 0.2% | |
| Fundraising events Event | direct expenses; gross income - | $7,718 | reported apart |
| Total | $90,951 | 100% |
2021 · Form 990EZ · $69,217 spent · pay $0 · grants $0 · events $6,895
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $64,968 | 93.9% | |
| Fees to independent contractors | $2,650 | 3.8% | |
| Printing, publications, postage | $924 | 1.3% | |
| Occupancy, rent, utilities, maintenance | $675 | 1.0% | |
| Fundraising events Event | direct expenses; gross income - | $6,895 | reported apart |
| Total | $69,217 | 100% |
2020 · Form 990EZ · $18,151 spent · pay $0 · grants $0 · events $5,325
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $16,631 | 91.6% | |
| Occupancy, rent, utilities, maintenance | $727 | 4.0% | |
| Fees to independent contractors | $600 | 3.3% | |
| Printing, publications, postage | $193 | 1.1% | |
| Fundraising events Event | direct expenses; gross income - | $5,325 | reported apart |
| Total | $18,151 | 100% |
2019 · Form 990EZ · $35,938 spent · pay $0 · grants $0 · events $2,748
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $31,937 | 88.9% | |
| Printing, publications, postage | $3,771 | 10.5% | |
| Fees to independent contractors | $230 | 0.6% | |
| Fundraising events Event | direct expenses; gross income - | $2,748 | reported apart |
| Total | $35,938 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2022 | $4,819 | $0 | 1 |
| 2021 | $12,273 | $0 | 1 |
Largest awards · 2 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2022 | Small Business Administration | Grant or other assistance | SHUTTERED VENUE OPERATORS GRANT PROGRAM 59.075 | AWARDTYPE: DIRECT PAYMENT FOR SPECIFIED USE ACTIVITIES TO BE PERFORMED: SUPPORT THE ONGOING OPERATIONS OF ELIGIBLE ENTITIES DELIVERABLES: GRANTS EXPECTED OUTCOM | $4,819 |
| 2021 | Small Business Administration | Grant or other assistance | SHUTTERED VENUE OPERATORS GRANT PROGRAM 59.075 | SHUTTERED VENUE OPERATOR GRANT | $12,273 |
State business registration
- MONTAVILLA JAZZ FESTIVAL OR, DOMESTIC NONPROFIT CORPORATION, Active, formed 2017-07-17
The same business name in the same state, from the state’s official registry data.
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