MONTAVILLA JAZZ FESTIVAL

EIN: 822174157 501(c)(3) Arts, Culture & Humanities

PORTLAND, OR

Total Revenue
$279,212
Total Expenses
$284,707
Total Assets
$29,948
Net Assets
$29,948
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
OR
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

Program Service Accomplishments

Program 1
Expenses: $190,278 Revenue: $126,640

THE 2024 MONTAVILLA JAZZ FESTIVAL HELD OVER LABOR DAY WEEKEND FEATURED 48 MUSIC EVENTS ACROSS TWELVE VENUES DOUBLING ATTENDANCE FROM THE PREVIOUS YEAR TO 5000 ATTENDEES

Program 2
Expenses: $15,541 Revenue: $6,419

2024 WAS THE THIRD YEAR MONTAVILLA JAZZ HELPED PRODUCE VESTAL ELEMENTARYS SOCIAL JUSTICE NIGHT WITH HUNDREDS ATTENDING THE SCHOOLS ANNUAL CELEBRATION OF CULTURE AND COMMUNITY DIVERSITY. AT THE EVENT...

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2024 WAS THE THIRD YEAR MONTAVILLA JAZZ HELPED PRODUCE VESTAL ELEMENTARYS SOCIAL JUSTICE NIGHT WITH HUNDREDS ATTENDING THE SCHOOLS ANNUAL CELEBRATION OF CULTURE AND COMMUNITY DIVERSITY. AT THE EVENT RESIDENT ARTISTS CARMELO AND JULANA TORRES GOT EVERYONE MOVING WITH THEIR IRRESISTIBLE LATIN JAZZ GROOVES. TO THE FIRST TIME IN SIX YEAR OF THIS EVENT THE WORK WAS CENTERED IN THE MUSIC CLASSROOM AND ACCESSIBLE TO ALL GRADES SERVING 230 KINDERGARTEN THROUGH 5TH GRADE STUDENTS.

Program 3
Expenses: $9,576 Revenue: $25,789

AT MTT TABOR MIDDLE SCHOOL, RESIDENT ARTIST QUINN WALKER LED THE AFTER SCHOOL JAZZ BAND PROGRAM AND VISITED EACH BAND CLASS WEEKELY DURING THE SCHOOL YEAR SERVING 175 BAND STUDENTS. ENROLLMENT IN THE...

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AT MTT TABOR MIDDLE SCHOOL, RESIDENT ARTIST QUINN WALKER LED THE AFTER SCHOOL JAZZ BAND PROGRAM AND VISITED EACH BAND CLASS WEEKELY DURING THE SCHOOL YEAR SERVING 175 BAND STUDENTS. ENROLLMENT IN THE AFTER SCHOOL JAZZ BAND INCREASED IN 2024 TO THIRTY STUDENTS. MONTAVILLA JAZZ BROUGHT IN GUEST ARTISTS TO SUPPORT THE BAND PROGRAM GINVING STUDENTS AND OPPORTUNITY TO GET EXPERT ADVICE FROM PROFESSIONAL ARTISTS. THE PROGRAM IS SUSTAINED FROM ANNUAL SUPPORT FROM THE AUTZEN FOUNDATION AND CONTRIBUTIONS BY DONORS

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
1
Volunteers
41

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
4
$26,400
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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