Civic Intelligence

Wisconsin Foundation for School Music Inc.

990 • Fiscal year 2017 • EIN 39-1826152

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

Organization ProfileWWW.FOUNDATION4SCHOOLMUSIC.ORG
1005 Quinn DriveWaunakee, WI 53597

(608) 850-3566

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$117,753

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 154.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$356,339

Up $22,125 (+6.6%) from 2016

Net Assets

Up

$356,339

Up $22,125 (+6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

Down

$76,208

Down $21,380 (-22%) from 2016

Expenses

Down

$69,283

Down $17,734 (-20%) from 2016

Net Income

Down

$6,925

Down $3,646 (-34%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2011: $256,584Liabilities 2011: $1,517Net Assets 2011: $255,0672011Assets 2012: $253,817Liabilities 2012: $1,223Net Assets 2012: $252,5942012Assets 2013: $302,056Liabilities 2013: $1,223Net Assets 2013: $300,8332013Assets 2014: $347,727Liabilities 2014: $0Net Assets 2014: $347,7272014Assets 2015: $337,881Liabilities 2015: $0Net Assets 2015: $337,8812015Assets 2016: $334,214Liabilities 2016: $0Net Assets 2016: $334,2142016Assets 2017: $356,339Liabilities 2017: $0Net Assets 2017: $356,3392017Assets 2018: $388,709Liabilities 2018: $110Net Assets 2018: $388,5992018Assets 2019: $388,914Liabilities 2019: $0Net Assets 2019: $388,9142019Assets 2020: $420,285Liabilities 2020: $0Net Assets 2020: $420,2852020Assets 2021: $464,468Liabilities 2021: $0Net Assets 2021: $464,4682021Assets 2022: $417,087Liabilities 2022: $0Net Assets 2022: $417,0872022Assets 2023: $429,041Liabilities 2023: $1,403Net Assets 2023: $427,6382023Assets 2024: $460,567Liabilities 2024: $0Net Assets 2024: $460,5672024

Highlighted filing

2017

Assets$356,339
Liabilities$0
Net Assets$356,339
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $90,215Expenses 2011: $117,506Net Income 2011: -$27,2912011Revenue 2012: $100,193Expenses 2012: $102,218Net Income 2012: -$2,0252012Revenue 2013: $108,363Expenses 2013: $80,128Net Income 2013: $28,2352013Revenue 2014: $96,570Expenses 2014: $75,318Net Income 2014: $21,2522014Revenue 2015: $71,333Expenses 2015: $78,931Net Income 2015: -$7,5982015Revenue 2016: $97,588Expenses 2016: $87,017Net Income 2016: $10,5712016Revenue 2017: $76,208Expenses 2017: $69,283Net Income 2017: $6,9252017Revenue 2018: $77,502Expenses 2018: $61,949Net Income 2018: $15,5532018Revenue 2019: $49,975Expenses 2019: $62,281Net Income 2019: -$12,3062019Revenue 2020: $88,241Expenses 2020: $33,939Net Income 2020: $54,3022020Revenue 2021: $55,004Expenses 2021: $70,686Net Income 2021: -$15,6822021Revenue 2022: $58,851Expenses 2022: $65,643Net Income 2022: -$6,7922022Revenue 2023: $97,733Expenses 2023: $61,645Net Income 2023: $36,0882023Revenue 2024: $67,348Expenses 2024: $52,925Net Income 2024: $14,4232024

Highlighted filing

2017

Revenue$76,208
Expenses$69,283
Net Income$6,925
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.0
Gross Receipts
$145,985
Mission and Program Overview

Mission

Promote and perpetuate music education in wisconsin schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$283,359$295,582▲ $12,223
Cash and Non-Interest-Bearing Accounts$6,486$13,335▲ $6,849
Total Assets$334,214$356,339▲ $22,125
Other Assets Total$44,369$47,422▲ $3,053
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$273,048$300,233▲ $27,185
Temporarily Rstr Net Assets$35,213$35,313▲ $100
Unrestricted Net Assets$25,953$20,793▼ $5,160
Total Net Assets Fund Balance$334,214$356,339▲ $22,125
Total Liabilities and Net Assets / Fund Balance$334,214$356,339▲ $22,125

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,182$10,182
Other Assets Org$10,294--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$268,516$24,157▲ $16,214-$292,773
2016$258,124$9,420▲ $13,575-$268,516
2015$259,717$3,365▲ $10,408-$258,124
2014$229,652$7,225▲ $31,784-$259,717
2013$229,549$15,793▲ $20,130-$229,652
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Tim SchaidExecutive Di$117,753$117,753

Board Members and Trustees

NameTitle
Paul HeidPresident
Sarah JeromePresident-el
Elaine MischlerTrustee
Elizabeth RussellTrustee
George SmithTrustee
Gerald KemberTrustee
Gregg ButlerTrustee
Nancy RasmussenTrustee
Richard ParksTrustee
Russ RautmannTrustee
Stephanie ElkinsTrustee
Ted WittTrustee
Todd SchmidtTrustee
Vicki JenksTrustee
R Scott PiercePast-preside
J Bernard FiedlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,165
Program Service Revenue
$0
Investment Income
$6,180
Other Revenue
$-42,137
All Other Contributions
$55,061
Change in Net Assets
$6,925

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,208
Revenue Not Reported on Form 990
$98,983
Total Revenue per Audited Statements
$175,191
Total Revenue per Form 990
$76,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,528
Grants and Similar Amounts Paid$29,755
Total Fundraising Expense$17,796
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,255--$28,255
Fees for Services Other-$8,667$17,333$26,000
Fees for Services Accounting-$6,535-$6,535
Office Expenses$2,072$873-$2,945
Grants to Domestic Individuals$1,500--$1,500
Conferences and Meetings-$470-$470
Other Expenses-$1,346$463$463
Travel-$135-$135
Total Functional Expenses$31,827$19,660$17,796$69,283

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$153,066
Expenses Not Reported on Form 990$83,783
Expenses per Audited Statements$69,283
Total Expenses per Form 990$69,283
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin School Music AssociationWaunakee, WI3Music Programs$28,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$65,814
Fundraising Gross Income$23,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lifetime Achiev$80,754$23,650$43,069$-19,419
Total Events$80,754$23,650$65,814$-42,164
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed and approved by the executive director and board of directors prior to filing the return.”

Form 990, Page 6, Part VI, Line 19

“Governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Foundation
EIN
39-1826152
Phone
6088503566
Address
1005 QUINN DRIVE, WAUNAKEE, WI 53597

Signing Officer

Name
Tim Schaid
Title
Executive Director
Phone
6082494566
Signed
2018-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Heid
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
25

Preparer

Firm
Johnson Block & Co Inc
Address
2500 BUSINESS PARK ROAD, MINERAL POINT, WI 53565
Preparer
Brent Nelson
Phone
6089872206
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll support 0 8,667 17,333”

Form 990, Part XI, Line 9

“Direct special event expense 65,814 direct special event expense -65,814”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation has three donor-restricted endowment funds, the honors endowment, leckrone endowment, and jarreau endowment. Contributed funds to the honors endowment are invested and only earnings on investment or 5% of the endowment (whichever is greater) may be used each year to support student musicians or conductors. A percentage of contributed funds to the leckrone endowment (as determined by the foundation's board of trustees) is used to support the operating costs of the wsma state marching band championships. A percentage of contributed funds to the jarreau endowment (as determined by the foundation's board of trustees) is used to provide financial support for milwaukee public schools students to participate in statewide music programs offered by wsma.”

Schedule D, Page 3, Part X

“The foundation has adopted accounting guidance for recognizing and measuring uncertain tax positions. The foundation follows statutory requirements for income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management beleives any liability resulting from taxing authorities imposing income taxes from activities deemed to be unrelated to the foundation's tax exempt status would not be material to the financial statements. The foundation's federal exempt organization returns are subject to examination by the internal revenue service, generally for three years after they are filed. With few exceptions, the foundation is no longer subject to such examinations for tax years before 2013.”

Schedule D, Page 4, Part XI, Line 2D

“Direct special event expense 65,814”

Schedule D, Page 4, Part XII, Line 2D

“Direct special event expense 65,814”

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

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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0295582
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt010182
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTE AND PERPETUATE MUSIC EDUCATION IN WISCONSIN SCHOOLS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0356339
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt037
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt037
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-42164
IRS990/NetUnrlzdGainsLossesInvstAmt015200
IRS990/NoncashContributionsAmt02500
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0873
IRS990/OfficeExpensesGrp/ProgramServicesAmt02072
IRS990/OfficeExpensesGrp/TotalAmt02945
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt044369
IRS990/OtherAssetsTotalGrp/EOYAmt047422
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1LICENSES & FEES
IRS990/OtherExpensesGrp/Desc2WCME BRICK EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0463
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11346
IRS990/OtherExpensesGrp/TotalAmt01634
IRS990/OtherExpensesGrp/TotalAmt11346
IRS990/OtherExpensesGrp/TotalAmt2463
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027
IRS990/OtherRevenueTotalAmt027
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0273048
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0300233
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PAUL HEID
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069887
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt039200
IRS990/PYInvestmentIncomeAmt027326
IRS990/PYOtherExpensesAmt047817
IRS990/PYOtherRevenueAmt0375
IRS990/PYRevenuesLessExpensesAmt010571
IRS990/PYTotalExpensesAmt087017
IRS990/PYTotalRevenueAmt097588
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt06925
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 6,228
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0421769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06143
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05147
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04675
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025562
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023650
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0375
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0196
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01225
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04407
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06228
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87800
IRS990ScheduleA/PublicSupportPY170Pct00.78650
IRS990ScheduleA/PublicSupportTotal170Amt0398230
IRS990ScheduleA/SubstantialContributorsTotAmt023539
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0421769
IRS990ScheduleA/TotalSupportAmt0453559
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0268516
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt024157
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0292773
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-16114
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt016214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0258124
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt09420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0268516
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-12603
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013575
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0259717
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03365
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0258124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-15366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010408
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0229652
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07225
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0259717
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-8944
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0229549
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015793
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0229652
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-35820
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020130
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt017969
IRS990ScheduleD/DonatedServicesUseFcltsAmt017969
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010182
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010182
IRS990ScheduleD/ExpensesNotReportedAmt083783
IRS990ScheduleD/ExpensesSubtotalAmt069283
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt015200
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt037128
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt110294
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherExpensesIncludedAmt065814
IRS990ScheduleD/OtherRevenueAmt065814
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89900
IRS990ScheduleD/RevenueNotReportedAmt098983
IRS990ScheduleD/RevenueSubtotalAmt076208
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS THREE DONOR-RESTRICTED ENDOWMENT FUNDS, THE HONORS ENDOWMENT, LECKRONE ENDOWMENT, AND JARREAU ENDOWMENT. CONTRIBUTED FUNDS TO THE HONORS ENDOWMENT ARE INVESTED AND ONLY EARNINGS ON INVESTMENT OR 5% OF THE ENDOWMENT (WHICHEVER IS GREATER) MAY BE USED EACH YEAR TO SUPPORT STUDENT MUSICIANS OR CONDUCTORS. A PERCENTAGE OF CONTRIBUTED FUNDS TO THE LECKRONE ENDOWMENT (AS DETERMINED BY THE FOUNDATION'S BOARD OF TRUSTEES) IS USED TO SUPPORT THE OPERATING COSTS OF THE WSMA STATE MARCHING BAND CHAMPIONSHIPS. A PERCENTAGE OF CONTRIBUTED FUNDS TO THE JARREAU ENDOWMENT (AS DETERMINED BY THE FOUNDATION'S BOARD OF TRUSTEES) IS USED TO PROVIDE FINANCIAL SUPPORT FOR MILWAUKEE PUBLIC SCHOOLS STUDENTS TO PARTICIPATE IN STATEWIDE MUSIC PROGRAMS OFFERED BY WSMA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ADOPTED ACCOUNTING GUIDANCE FOR RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. THE FOUNDATION FOLLOWS STATUTORY REQUIREMENTS FOR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELEIVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S TAX EXEMPT STATUS WOULD NOT BE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO SUCH EXAMINATIONS FOR TAX YEARS BEFORE 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT SPECIAL EVENT EXPENSE 65,814
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT SPECIAL EVENT EXPENSE 65,814
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10100
IRS990ScheduleD/TotalBookValueOtherAssetsAmt047422
IRS990ScheduleD/TotalExpensesPerForm990Amt069283
IRS990ScheduleD/TotalRevenuePerForm990Amt076208

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$356,339
Liabilities
$0
Net assets
$356,339
Revenue
$76,208
Expenses
$69,283
Net income
$6,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.67$0.53$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.29$0.01$4.28$0.98$0.62$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.59$0.66$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.55$0.71$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.88$0.34$0.54
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.50$0.62$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.78$0.62$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.76$0.69$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.98$0.87$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.71$0.79$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.97$0.75$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.01$3.01$1.08$0.80$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.01$2.53$1.00$1.02$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.02$2.55$0.90$1.18$0.27