Civic Intelligence

Thor Johnson Endowment Trust

990 • Fiscal year 2013 • EIN 39-1791596

Oct 01, 2012 to Sep 30, 2013 • Filed on Feb 20, 2014

Organization ProfileWWW.MUSICFESTIVAL.COM
PO Box 340Ephraim, WI 54211
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-76%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

9.5%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,419,540

Up $381,892 (+9.5%) from 2012

Net Assets

Up

$4,419,540

Up $381,892 (+9.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

$109,210

No earlier filing loaded for comparison.

Expenses

Down

$192,096

Down $81,642 (-30%) from 2012

Net Income

-$82,886

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,402,948Liabilities 2010: $0Net Assets 2010: $3,402,9482010Assets 2011: $3,648,671Liabilities 2011: $0Net Assets 2011: $3,648,6712011Assets 2012: $4,037,648Liabilities 2012: $0Net Assets 2012: $4,037,6482012Assets 2013: $4,419,540Liabilities 2013: $0Net Assets 2013: $4,419,5402013Assets 2014: $4,541,407Liabilities 2014: $0Net Assets 2014: $4,541,4072014Assets 2015: $4,316,974Liabilities 2015: $0Net Assets 2015: $4,316,9742015Assets 2016: $4,436,400Liabilities 2016: $0Net Assets 2016: $4,436,4002016Assets 2017: $4,623,579Liabilities 2017: $0Net Assets 2017: $4,623,5792017Assets 2018: $4,779,236Liabilities 2018: $0Net Assets 2018: $4,779,2362018Assets 2019: $4,745,073Liabilities 2019: $0Net Assets 2019: $4,745,0732019Assets 2020: $5,052,574Liabilities 2020: $0Net Assets 2020: $5,052,5742020Assets 2021: $6,604,418Liabilities 2021: $0Net Assets 2021: $6,604,4182021Assets 2022: $5,516,864Liabilities 2022: $0Net Assets 2022: $5,516,8642022Assets 2023: $5,874,601Liabilities 2023: $0Net Assets 2023: $5,874,6012023Assets 2024: $6,502,817Liabilities 2024: $0Net Assets 2024: $6,502,8172024

Highlighted filing

2013

Assets$4,419,540
Liabilities$0
Net Assets$4,419,540
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $317,2822010Expenses 2011: $318,0162011Expenses 2012: $273,7382012Revenue 2013: $109,210Expenses 2013: $192,096Net Income 2013: -$82,8862013Revenue 2014: $357,141Expenses 2014: $218,151Net Income 2014: $138,9902014Revenue 2015: $79,493Expenses 2015: $226,500Net Income 2015: -$147,0072015Revenue 2016: $309,914Expenses 2016: $273,058Net Income 2016: $36,8562016Revenue 2017: $309,051Expenses 2017: $323,702Net Income 2017: -$14,6512017Revenue 2018: $314,068Expenses 2018: $308,091Net Income 2018: $5,9772018Revenue 2019: $343,850Expenses 2019: $310,981Net Income 2019: $32,8692019Revenue 2020: $212,255Expenses 2020: $267,272Net Income 2020: -$55,0172020Revenue 2021: $1,128,537Expenses 2021: $298,002Net Income 2021: $830,5352021Revenue 2022: $940,660Expenses 2022: $319,248Net Income 2022: $621,4122022Revenue 2023: $149,733Expenses 2023: $323,644Net Income 2023: -$173,9112023Revenue 2024: $667,703Expenses 2024: $649,087Net Income 2024: $18,6162024

Highlighted filing

2013

Revenue$109,210
Expenses$192,096
Net Income-$82,886
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Feb 20, 2014
Return Version
2012v2.1
Gross Receipts
$2,567,958
Mission and Program Overview

Mission

To provide funds to peninsula music festival, inc. As a supporting organization under irc section 509(a)(3).

Filing and Contact Details

Filer

EIN
39-1791596
Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsReceivable/BOY0125
IRS990/AccountsReceivable/EOY0104044
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE FUNDS TO PENINSULA MUSIC FESTIVAL, INC. AS A SUPPORTING ORGANIZATION UNDER IRC SECTION(A)(3).
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 340
IRS990/AddressPrincipalOfficerUS/City0EPHRAIM
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode054211
IRS990/AllOtherContributions0232957
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs01
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0232957
IRS990/ContributionsGrantsPriorYear0157639
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C301
IRS990/Description0THE THOR JOHNSON ENDOWMENT TRUST PROVIDES OPERATING GRANTS TO PENINSULA MUSIC FESTIVAL, INC., A 501(C)(3) ORGANIZATION. THE TRUST HAS GROWN FROM $450,000 TO OVER $4 MILLION IN SIXTEEN YEARS. THOUGH THE CURRENT ECONOMY HAS SEEN A DIP IN THE INVESTMENTS, THE CONSERVATIVE STRATEGY BY THE TRUSTEES FOR LONG-TERM STABILITY, RATHER THAN QUICK GROWTH, HAS PAID OFF FOR THE FESTIVAL.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0192096
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0ORREN BRADLEY 2014
IRS990/Form990PartVIISectionA/NamePerson1OSCAR BOLDT 2014
IRS990/Form990PartVIISectionA/NamePerson2ANTHONY BEADELL 2015
IRS990/Form990PartVIISectionA/NamePerson3ANDY COOK 2016
IRS990/Form990PartVIISectionA/NamePerson4WILLIAM MILLER 2015
IRS990/Form990PartVIISectionA/NamePerson5SHARON GRUTZMACHER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation52100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs566346
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionA/Title5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0-231509
IRS990/Gaming00
IRS990/Grants0192096
IRS990/GrantsAndSimilarAmntsCY0192096
IRS990/GrantsAndSimilarAmntsPriorYear0273738
IRS990/GrantsToDomesticOrgs/ProgramServices0192096
IRS990/GrantsToDomesticOrgs/Total0192096
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities02227239
IRS990/GrossReceipts02567958
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0-123747
IRS990/InvestmentIncome/ExclusionAmount0107762
IRS990/InvestmentIncomePriorYear068266
IRS990/InvestmentIncome/TotalRevenueColumn0107762
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY03935927
IRS990/InvestmentsPubTradedSecurities/EOY04112490
IRS990/JointCosts0X
IRS990/LessCostOthBasisSalesExpenses/Securities02458748
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE FUNDS TO PENINSULA MUSIC FESTIVAL, INC. AS A SUPPORTING ORGANIZATION UNDER IRC SECTION(A)(3).
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0WILLIAM MILLER
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY04037648
IRS990/NetAssetsOrFundBalancesEOY04419540
IRS990/NetGainOrLossInvestments/ExclusionAmount0-231509
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-231509
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY00
IRS990/OtherAssetsTotal/EOY013306
IRS990/OtherExpensePriorYear00
IRS990/OtherExpensesCurrentYear00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/OwnWebsite0X
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY02861093
IRS990/PermanentlyRestrictedNetAssets/EOY03071413
IRS990/PledgesAndGrantsReceivable/BOY041050
IRS990/PledgesAndGrantsReceivable/EOY072900
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-82886
IRS990/ReconciliationUnrealizedInvest0464778
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-82886
IRS990/RevenuesLessExpensesPriorYear0-47833
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY060546
IRS990/SavingsAndTempCashInvestments/EOY0116800
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0192096
IRS990ScheduleA/SupportedOrgInformation/Amount0192096
IRS990ScheduleA/SupportedOrgInformation/EIN0391691920
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10PENINSULA MUSIC FESTIVAL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.01250
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance04035937
IRS990ScheduleD/CurrentYear/Contributions0193457
IRS990ScheduleD/CurrentYear/EndOfYearBalance04374567
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0192095
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0337268
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance03648671
IRS990ScheduleD/CurrentYearMinus1Year/Contributions059028
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance04035937
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0176838
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0505076
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance03402948
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0360306
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance03648671
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0162758
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses048175
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance03324555
IRS990ScheduleD/CurrentYearMinus3Years/Contributions018750
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance03402948
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships0164141
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0223784
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance03363038
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0220305
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance03324555
IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships0341112
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses082324
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ENDOWMENT FUND IS ADMINISTERED BY THE THOR JOHNSON ENDOWMENT TRUST FOR THE PENINSULA MUSIC FESTIVAL, INC. (A RELATED ORGANIZATION). THE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE MISSION OF THE PENINSULA MUSIC FESTIVAL, INC. DISTRIBUTIONS FROM THESE FUNDS ARE ORDINARILY MADE ANNUALLY TO THE ORGANIZATIONS PER APPROVED APPROPRIATION BY THE BOARD OF DIRECTORS. IT IS THE REQUIREMENT OF THE TRUST THAT THE ORGANIZATIONS RETAIN 5% OF THE RETURNS TO ALLOW ITS ENDOWMENT FUND TO GROW AT AN AVERAGE OF 8% ANNUALLY. THIS IS CONSISTENT WITH THE ORGANIZATIONS' OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURN.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/PermanentEndowmentEOYBalance00.70210
IRS990ScheduleD/TermEndowmentEOYBalance00.28540
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES OPERATING GRANTS TO PENINSULA MUSIC FESTIVAL, INC., A 501(C)(3) ORGANIZATION, WHICH IS A SUPPORTED ORGANIZATION. THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS ARE AUDITED AT YEAR-END BY INDEPENDENT ACCOUNTANTS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10PO BOX 340
IRS990ScheduleI/RecipientTable/AddressUS/City0EPHRAIM
IRS990ScheduleI/RecipientTable/AddressUS/State0WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode054211
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0192096
IRS990ScheduleI/RecipientTable/EINOfRecipient0391691920
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0CASH
IRS990ScheduleI/RecipientTable/PurposeOfGrant0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10PENINSULA MUSIC FESTIVAL INC
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE PENINSULA MUSIC FESTIVAL BOARD OF DIRECTORS VOTED TO UNDERTAKE A NEW FUNDRAISING DRIVE FOR THE THOR JOHNSON ENDOWMENT TRUST. THE CAMPAIGN WILL ADD $1 MILLION TO THE ENDOWMENT OVER THE NEXT THREE YEARS. THE BOARD HAS CURRENTLY RAISED ALMOST $300,000
IRS990ScheduleO/GeneralExplanation/Explanation1CONGRESS WEALTH MANAGEMENT NOW MANAGES THE INVESTMENTS OF THE TRUST WITH INPUT FROM THE TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE NUMBER OF TRUSTEES THAT CAN SERVE HAS BEEN EXPANDED FROM THREE TO UP TO FIVE, AND THE TRUST DOCUMENT WAS AMENDED TO REFECT A PROFESSIONAL MANAGER OF THE TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation3THE TRUSTEES OF THE THOR JOHNSON ENDOWMENT TRUST ARE ISSUED THE FORM 990 FOR REVIEW. THE FORM 990 IS DISCUSSED AT THE NEXT MEEETING OF THE TRUSTEES. THE TRUSTEE WHO SITS ON THE PENINSULA MUSIC FESTIVAL'S BOARD OF DIRECTORS THEN MAKES AN ORAL PRESENTATION OF THE FORM 990 TO THE FESTIVAL'S BOARD OF DIRECTORS AT THE APRIL BOARD MEETING, WHICH IS THE FIRST FULL BOARD MEETING AFTER THE AUDIT AND ISSUANCE OF FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation4ANY ISSUES CONCERNING THE CONFLICT OF INTEREST POLICY ARE BROUGHT TO THE TRUSTEE, WHO IS A BOARD MEMBER OF THE PENINSULA MUSIC FESTIVAL, OR TO THE PRESIDENT OF THE BOARD OF DIRECTORS. AT THE NOVEMBER MEETING OF THE BOARD OF DIRECTORS, MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND THE MEMBERS' COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation5GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Identifier0NEW PROGRAM SERVICES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART III, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 340
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0EPHRAIM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0WI
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode054211
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0391691920
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0WI
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10PENINSULA MUSIC FESTIVAL INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO DEVELOP, PROMOTE AND SUSTAIN INTEREST IN CLASSICAL MUSIC
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 7
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0192096
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10PENINSULA MUSIC FESTIVAL INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices01
IRS990/StateLegalDomicile0WI
IRS990/StatesWhereCopyOfReturnIsFiled0WI
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY01061717
IRS990/TemporarilyRestrictedNetAssets/EOY01248643
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1010568 COUNTRY WALK LANE
IRS990/TheBooksAreInCareOf/AddressUS/City0SISTER BAY
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054234
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10KERBER ROSE & ASSOCIATES
IRS990/TheBooksAreInCareOf/TelephoneNumber09208542379
IRS990/TotalAssets/BOY04037648
IRS990/TotalAssetsBOY04037648
IRS990/TotalAssets/EOY04419540
IRS990/TotalAssetsEOY04419540
IRS990/TotalCompGT150K00
IRS990/TotalContributions0232957
IRS990/TotalExpensesCurrentYear0192096
IRS990/TotalExpensesPriorYear0273738
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0192096
IRS990/TotalFunctionalExpenses/Total0192096
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY04037648
IRS990/TotalLiabNetAssetsFundBalances/EOY04419540
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers015
IRS990/TotalNetAssetsFundBalances/BOY04037648
IRS990/TotalNetAssetsFundBalances/EOY04419540
IRS990/TotalOtherCompensation02100
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0192096
IRS990/TotalReportableCompFrmRltdOrgs066346
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0109210
IRS990/TotalRevenue/ExclusionAmount0-123747
IRS990/TotalRevenuePriorYear0225905
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0109210
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0114838
IRS990/UnrestrictedNetAssets/EOY099484
IRS990/UponRequest0X
IRS990/WebSite0WWW.MUSICFESTIVAL.COM
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01993
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0391791596
ReturnHeader/Filer/Name/BusinessNameLine10THOR JOHNSON ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0THOR
ReturnHeader/Filer/Phone09208544060
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 340
ReturnHeader/Filer/USAddress/City0EPHRAIM
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054211
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-20
ReturnHeader/Officer/Name0WILLIAM MILLER
ReturnHeader/Officer/Phone09208544060
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-02-19
ReturnHeader/PreparerFirm/EIN0391173131
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SCHENCK SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 23819
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREEN BAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0543053819
ReturnHeader/Preparer/Name0THOMAS L KARMAN
ReturnHeader/Preparer/Phone09204367800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-10-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,419,540
Liabilities
$0
Net assets
$4,419,540
Revenue
$109,210
Expenses
$192,096
Net income
-$82,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.67$0.65$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.15$0.32$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.00$5.52$0.94$0.32$0.62
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$1.13$0.30$0.83
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.21$0.27$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.34$0.31$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.31$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.31$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.31$0.27$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.36$0.22$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.00$4.42$0.11$0.19$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$0.32