Montavilla Jazz Festival
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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
- Income
- $279,212
- Spending
- $284,707
- Spent on programs
- 77%
- Reserves
- 1.3 months of spending
- Largest source of income
- donations and private grants, 68%
- Employees
- 1
- Volunteers
- 41
- Highest pay
- $26,400, executive director
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 68 out of 100. Higher than 38% of charities in its peer group (arts and culture, $250k to $1m).
Reserves
10 of 35Spendable reserves would cover 1.3 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
8 of 15Spending exceeded income by 2% of income.
Income trend
15 of 15Income rose 136% on the year before.
Spending floor
15 of 1577% of spending went to programs and raising each dollar of donations cost 7 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 91 out of 100. Higher than 79% of charities in its peer group (arts and culture, $250k to $1m).
Independent board
25 of 257 of 7 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $190,278 spent. 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
- $15,541 spent. 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.
- $9,576 spent. 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
- PRIOR YEAR PROGRAM EXPENSES PAID CASH BASIS IN 2024
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since July 2017.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.