MONTAVILLA JAZZ FESTIVAL (EIN 822174157) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

MONTAVILLA JAZZ FESTIVAL, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $279K in total revenue in fiscal year 2024. Revenue surged 136% from the prior year, signaling strong growth momentum.

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $247,986

Program Service Revenue $31,214

Investment Income $12

Other Revenue $0

TOTAL REVENUE $279,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,277

Fundraising Expenses $17,202

Program Expenses $218,297

Other Expenses $255,430

TOTAL EXPENSES $284,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,212	$118,553	+1.4%
Expenses	$284,707	$168,264	+0.7%
Net Income	$-5,495	$-49,711	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$26,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEIL MATTSON	EXECUTIVE DIRECTOR	26.00	Officer	$26,400	$0	$26,400
KIM HARRISON	DIRECTOR	0.50	Director	$0	$0	$0
AARON HAYMAN	DIRECTOR	0.50	Director	$0	$0	$0
KATIE SHARP	DIRECTOR	0.50	Director	$0	$0	$0
STEVE R MITCHELL	TREASURER	2.00	Officer	$0	$0	$0
NANCY A MITCHELL	SECRETARY	2.00	Officer	$0	$0	$0
MARCIA HOCKER	VICE PRESIDENT	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$279,212	$284,707	$29,948	$-5,495

MONTAVILLA JAZZ FESTIVAL