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Oregon · Nonprofit

MONTAVILLA JAZZ FESTIVAL

MONTAVILLA JAZZ FESTIVAL (Oregon) receives grants from 8 organizations whose IRS filings report $92,146 to it, the largest being MARIE LAMFROM CHARITABLE FOUNDATION TRUST ($40,000). 4 of them have funded it in more than one year.

Revenue FY2024
$279k
Funders on record
8
Grants received
$92k
Net assets
$30k
4/8 repeat funderspeak grant-dependency 48%
01What it does

What Montavilla Jazz Festival does

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

As stated on its FY2024 Form 990.

Programs

  1. 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

    $190,278 spent$126,640 earned by the program
    87% of program spending
  2. 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.

    $15,541 spent$6,419 earned by the program
    7% of program spending
  3. 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

    $9,576 spent$25,789 earned by the program
    4% of program spending
  4. Other program services, not described on the e-filed return.

    $2,902 spent
    1% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $218,297.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20192019 Revenue 100 ($44k) Expenses 100 ($36k) Net assets 100 ($16k)2020 Revenue 63 ($28k) Expenses 51 ($18k) Net assets 158 ($26k)2021 Revenue 157 ($68k) Expenses 193 ($69k) Net assets 152 ($24k)2022 Revenue 349 ($152k) Expenses 253 ($91k) Net assets 528 ($85k)2023 Revenue 273 ($119k) Expenses 468 ($168k) Net assets 220 ($35k)2024 Revenue 642 ($279k) Expenses 792 ($285k) Net assets 186 ($30k)
201920202021202220232024
Revenue (642)Expenses (792)Net assets (186)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $24k to $85k (+248%).

$16k
$26k
$24k
$85k
$35k
$30k
201920202021202220232024
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2024 21%. Grants only. Government contracts and fees sit inside program revenue.

89% of MONTAVILLA JAZZ FESTIVAL’s revenue is contributions — more donation-reliant than the typical peer (64% for the typical peer).

This organization
Typical peer · 19,547 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 6 reported years ran a deficit.

$8k
’19
$9k
’20
−$1k
’21
$61k
’22
−$50k
’23
−$5k
’24
1.3
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Neil Mattson

Executive director

As listed on its FY2024 Form 990.

03Who funds it

Who funds it, year by year

2020 → 2023: the base narrowed from 3 funders to 2 funders, grant income fell $13k → $3k.

3 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 19% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of MONTAVILLA JAZZ FESTIVAL’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

MONTAVILLA JAZZ FESTIVAL leans on a few funders — its largest provides 43% of grant income and the top three 70%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

32% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MONTAVILLA JAZZ FESTIVAL.

43%
largest funder
70%
top three
~4
effective funders

Largest funder’s share by year: 2020 53% · 2021 100% · 2022 84% · 2023 99% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

25% of MONTAVILLA JAZZ FESTIVAL's funders are still giving 2 years after their first grant; 50% give in more than one year at all.

first grant+1y+2y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

92% of MONTAVILLA JAZZ FESTIVAL's grant income comes from Oregon funders.

NY
OR

In-state vs out-of-state, by year

’20
’21
’22
’23
Oregon out of state home

Funder states come from each funder’s own filing. $17k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

MONTAVILLA JAZZ FESTIVAL has grown faster than three-quarters of the 17,936 arts & culture nonprofits its size.

Operating margin−2% · below the median
Months of reserve1.3mo · bottom quartile
Revenue growth (annualized)45% · top quartile

this organization peer median middle 50% of peers· 17,936 arts & culture nonprofits $100k–$1M, FY2024

Government funding MONTAVILLA JAZZ FESTIVAL receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $103k on record.

State$103k
20
21
22
23
24
25
Top programs
  • DISTRIBUTION TO NON-PROFIT ORG$103k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like MONTAVILLA JAZZ FESTIVAL

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Oregon

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

77% of spending goes to programs.

Program 77%Management 17%Fundraising 6%

Governance

7
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

OR

Screen this organization

A dated, signed PDF of the compliance screen for MONTAVILLA JAZZ FESTIVAL: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MONTAVILLA JAZZ FESTIVAL?
MONTAVILLA JAZZ FESTIVAL (Oregon) receives grants from 8 organizations whose IRS filings report $92,146 to it, the largest being MARIE LAMFROM CHARITABLE FOUNDATION TRUST ($40,000). 4 of them have funded it in more than one year.
How many funders does MONTAVILLA JAZZ FESTIVAL have?
IRS filings report 8 organizations giving $92,146 in grants to MONTAVILLA JAZZ FESTIVAL, 4 of which have funded it in more than one year.
Who is the largest funder of MONTAVILLA JAZZ FESTIVAL?
MARIE LAMFROM CHARITABLE FOUNDATION TRUST is the largest funder on record, with $40,000 in grants. The full list of funders is on this page.
How can an organization like MONTAVILLA JAZZ FESTIVAL find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oregon. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Montavilla Jazz Festival →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing