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Nonprofit · EIN 75-3020474

WILLAMETTE JAZZ SOCIETY

Tax-exempt · EUGENE, OR 97440

Financials

$424K$249K2023$354K$283K2024$409K$264K2025
Revenue Expenses · by fiscal year end
Financials of WILLAMETTE JAZZ SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$408,793$264,282$144,511$723,987$2,954$721,033
December 31, 2024990$354,388$282,756$71,632$578,263$1,916$576,347
December 31, 2023990$423,685$249,096$174,589$507,361$2,693$504,668
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$164,718
of which government grants
$9,266
Membership dues
$38,247
Program service revenue
$174,396
Investment income
$33,857
Net rental income
$2,815
Net income from fundraising events
-$646
Net income from sales of inventory
$33,615
Other revenue
$35,822

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$60,443
Salaries, compensation and benefits (total)
$65,765
Professional fundraising fees
$0
Accounting fees
$7,458
Occupancy
$46,287
Depreciation
$3,216
Program services (functional)
$212,453
Management and general (functional)
$47,327
Fundraising (functional)
$4,502

Balance sheet and other

Total assets, start of year
$578,263
Total assets, end of year
$723,987
Total liabilities, end of year
$2,954
Net assets, end of year
$721,033
Land, buildings and equipment
$29,071
Publicly traded securities
$603,303
Gross receipts
$421,522
Employees
9
Volunteers
70
Year formed
2011
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Steve OwenPresident
Trustee or director, Officer
18$0
Jim OlsenVice President
Trustee or director, Officer
2$0
Eve McClureTreasurer
Trustee or director, Officer
50$0
John Heller 11-331Director
Trustee or director
3$0
Kathi Hsieh 11-331Director
Trustee or director
1$0
Luke TurnerDirector
Trustee or director
1$0
Ellie Golmukiewietz 41-1231Director
Trustee or director
1$0
Shannon Rose-Peterson 41-1231Director
Trustee or director
1.5$0
Bryce Barker 41-1231Director
Trustee or director
15$0
990 for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensation
Monica PiperExecutive Dir.
Trustee or director, Officer
22$19,171
Steve OwenPresident
Trustee or director, Officer
17$0
Jim OlsenVice President
Trustee or director, Officer
2$0
Eve McClureTreasurer
Trustee or director, Officer
40$0
John HellerDirector
Trustee or director
10$0
Kathi Hsieh Apr 1-Dec 31Director
Trustee or director
2$0
Luke Turner Student RepDirector
Trustee or director
2$0
Patty Sage Jan 1-Mar 31Director
Trustee or director
7$0
Randall McGowen Jan 1-Mar 31Director
Trustee or director
7$0
Scott FitzGibbon Jan 1-Mar 31Vice President
Trustee or director
15$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
Monica PiperExecutive Dir.
Trustee or director, Officer
24$33,061
John HellerPresident
Trustee or director, Officer
10$0
Scott FitzGibbonVice President
Trustee or director, Officer
15$0
Jim OlsenSecretary
Trustee or director
2$0
Randall McGowenDirector
Trustee or director
7$0
Erika MittgeDirector
Trustee or director
3$0
Patty SageDirector
Trustee or director
7$0
Don ElkingtonDirector
Trustee or director
18$0

Address and contacts

Address (IRS master file)
PO BOX 12194, EUGENE, OR 97440-4394
In care of
% WILLIAM KLUPENGER
Mailing address (990-N for 2011)
PO BOX 12194, EUGENE OR 97440
Principal officer (990 for 2025)
Shannon Rose-Peterson
Principal officer (990-N for 2011)
CHRIS ORSINGER, 2914 ADAMS STREET, EUGENE OR 97405
Signed the 990
Dan Temmesfeld, Treasurer
Phone
(458) 205-1030
Return prepared by
High Road Taxes LLC

Mission

To foster a local vibrant jazz scene through concerts and educational programs that encourage our community to love, study and perform live jazz.

990 for the year ended December 31, 2025

Program accomplishments

  • Concert Venue: The Jazz Station currently serves as the only non-profit community jazz venue in the state of Oregon, and only one in a handful across the nation. Our club, a Eugene downtown mainstay offers over 1,000 students and musicians a connection to over 9500 audience-goers and several dozen professional educators every year via approximately 165 concerts.
    Expenses $178,461 · revenue $146,493
  • Community Educational Programs: 1. Jazz Station House Band Clinic provides the opportunity for students from all income levels and backgrounds in middle school and high school to connect with professional jazz musicians and educators in a safe and supportive in-school environment. 2. Jazz Station Jam expands the opportunities for all-age and community life-long learners who are interested in developing performance skills, meeting other musicians and receiving instruction to connect Wednesdays at an open jam. 3. Monday Night Big Band is a unique opportunity for local professional and amateur musicians to play together for community audience members once a month. 4. One-Set-Wednesdays affords budding musicians access to perform in front of a supportive audience in a real-life jazz venue environment, often for their very first time as leader of their own gig. 5. The Second Set Jam Sessions series is led by the U of O jazz faculty every other Wednesday. The goal of Second Set is to provide an opportunity for students at all levels. Amateur musicians, professionals, and jazz enthusiasts in the area to come together, connect with the music, and have a great time. 6. Our annual holiday series celebrates the work of Duke Ellington and Bill Strayhorn, exposing Lane County audiences to this uniquely American reinterpretation of a European classic played by professional musicians. This is an excellent opportunity for new and seasoned fans alike to enjoy and learn about American jazz at an accessible price.
    Expenses $33,992 · revenue $27,903

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-3020474
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$723,987
Income (IRS master file)
$421,522

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$408,793$264,282$723,987IRS
990December 2024$354,388$282,756$578,263IRS
990December 2023$423,685$249,096$507,361XML
990December 2022$245,628$184,476$334,562IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2011
Officer: CHRIS ORSINGER
December 31, 2011≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-3020474).

Questions about WILLAMETTE JAZZ SOCIETY

What is the EIN of WILLAMETTE JAZZ SOCIETY?
The employer identification number (EIN) of WILLAMETTE JAZZ SOCIETY is 75-3020474.
Is WILLAMETTE JAZZ SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to WILLAMETTE JAZZ SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WILLAMETTE JAZZ SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WILLAMETTE JAZZ SOCIETY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLAMETTE JAZZ SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of WILLAMETTE JAZZ SOCIETY?
The 990 for the year ended December 31, 2025 names Shannon Rose-Peterson.
Who are the officers and directors of WILLAMETTE JAZZ SOCIETY?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does WILLAMETTE JAZZ SOCIETY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $408,793, expenses of $264,282 and total assets of $723,987 at year end.

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