Civic Intelligence

Chippewa Valley Symphony Foundation Tr

990EZ • Fiscal year 2014 • EIN 39-1839109

Jun 01, 2013 to May 31, 2014 • Filed on Aug 05, 2014

Organization ProfileN/A
316 Eau Claire StreetEau Claire, WI 54701

(715) 832-6366

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$279,507

Up $2,867 (+1.0%) from 2013

Net Assets

Up

$279,507

Up $2,867 (+1.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Down

$16,552

Down $5,181 (-24%) from 2013

Expenses

Up

$13,685

Up $1,090 (+8.7%) from 2013

Net Income

Down

$2,867

Down $6,271 (-69%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2011: $259,306Liabilities 2011: $0Net Assets 2011: $259,3062011Assets 2012: $267,502Liabilities 2012: $0Net Assets 2012: $267,5022012Assets 2013: $276,640Liabilities 2013: $0Net Assets 2013: $276,6402013Assets 2014: $279,507Liabilities 2014: $0Net Assets 2014: $279,5072014Assets 2015: $294,860Liabilities 2015: $0Net Assets 2015: $294,8602015Assets 2016: $325,784Liabilities 2016: $0Net Assets 2016: $325,7842016Assets 2017: $401,706Liabilities 2017: $0Net Assets 2017: $401,7062017Assets 2018: $413,458Liabilities 2018: $0Net Assets 2018: $413,4582018Assets 2019: $441,967Liabilities 2019: $0Net Assets 2019: $441,9672019Assets 2020: $547,844Liabilities 2020: $0Net Assets 2020: $547,8442020Assets 2021: $755,739Liabilities 2021: $0Net Assets 2021: $755,7392021Assets 2022: $794,626Liabilities 2022: $0Net Assets 2022: $794,6262022Assets 2023: $772,396Liabilities 2023: $0Net Assets 2023: $772,3962023Assets 2024: $875,741Liabilities 2024: $0Net Assets 2024: $875,7412024Assets 2025: $930,719Liabilities 2025: $0Net Assets 2025: $930,7192025

Highlighted filing

2014

Assets$279,507
Liabilities$0
Net Assets$279,507
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $22,477Expenses 2011: $10,886Net Income 2011: $11,5912011Revenue 2012: $19,349Expenses 2012: $11,153Net Income 2012: $8,1962012Revenue 2013: $21,733Expenses 2013: $12,595Net Income 2013: $9,1382013Revenue 2014: $16,552Expenses 2014: $13,685Net Income 2014: $2,8672014Revenue 2015: $30,026Expenses 2015: $14,673Net Income 2015: $15,3532015Revenue 2016: $46,442Expenses 2016: $15,518Net Income 2016: $30,9242016Revenue 2017: $113,171Expenses 2017: $37,249Net Income 2017: $75,9222017Revenue 2018: $53,291Expenses 2018: $41,539Net Income 2018: $11,7522018Revenue 2019: $54,536Expenses 2019: $26,027Net Income 2019: $28,5092019Revenue 2020: $132,841Expenses 2020: $26,964Net Income 2020: $105,8772020Revenue 2021: $244,910Expenses 2021: $37,015Net Income 2021: $207,8952021Revenue 2022: $78,343Expenses 2022: $39,456Net Income 2022: $38,8872022Revenue 2023: $21,474Expenses 2023: $43,704Net Income 2023: -$22,2302023Revenue 2024: $147,439Expenses 2024: $44,094Net Income 2024: $103,3452024Revenue 2025: $99,733Expenses 2025: $44,755Net Income 2025: $54,9782025

Highlighted filing

2014

Revenue$16,552
Expenses$13,685
Net Income$2,867
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Aug 5, 2014
Return Version
2013v3.0
Gross Receipts
$16,552
Mission and Program Overview

Mission

SEE STATEMENT BELOW

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS TO ENHANCE THE PROGRAMS OF THE CHIPPEWA VALLEY SYMPHONY, LTD WHICH FOSTERS MUSIC APPRECIATION AND PROVIDES OPPORTUNITIES FOR COMMUNITY MUSICIANS.$13,000$13,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK BARTINGALEPresident-$0--
THOMAS BARLANDTrustee-$0--
LYLE QUANDTTrustee-$0--
JANINE WILDENBERGTreasurer-$0--
JIM PINTERTrustee-$0--
JANICE AYRESTrustee-$0--
CHARLES BAUERTrustee-$0--
Filing and Contact Details

Filer

EIN
39-1839109
Phone
7158326366

Signing Officer

Name
Jack Bartingale
Title
President
Phone
7158326366
Signed
2014-08-05
Discuss with paid preparer
Yes

Preparer

Preparer
Donna Nelson CPA
Phone
7158323407
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 11,484.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: chippewa valley symphony. Affiliate address: 316 eau claire street eau claire, wi 54701. Purpose of payment: donation. Amount of payment: 13,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: other miscellaneous. Amount: 90.”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07158326366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10316 EAU CLAIRE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0EAU CLAIRE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode054701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0276640
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IRS990EZ/GrossReceiptsAmt016552
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011484
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0276640
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK BARTINGALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS BARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYLE QUANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANINE WILDENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM PINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANICE AYRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLES BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt090
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SEE STATEMENT BELOW
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS TO ENHANCE THE PROGRAMS OF THE CHIPPEWA VALLEY SYMPHONY, LTD WHICH FOSTERS MUSIC APPRECIATION AND PROVIDES OPPORTUNITIES FOR COMMUNITY MUSICIANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013685
IRS990EZ/TotalProgramServiceExpensesAmt013000
IRS990EZ/TotalRevenueAmt016552
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391290295
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CHIPPEWA VALLEY SYMPHONY LTD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt013000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 11,484.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: CHIPPEWA VALLEY SYMPHONY. AFFILIATE ADDRESS: 316 EAU CLAIRE STREET EAU CLAIRE, WI 54701. PURPOSE OF PAYMENT: DONATION. AMOUNT OF PAYMENT: 13,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER MISCELLANEOUS. AMOUNT: 90.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK BARTINGALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158326366
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0391839109
ReturnHeader/Filer/PhoneNum07158326366
ReturnHeader/Filer/USAddress/AddressLine10316 EAU CLAIRE STREET
ReturnHeader/Filer/USAddress/City0EAU CLAIRE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103703 OAKWOOD HILLS PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA NELSON CPA
ReturnHeader/ReturnTs02014-08-06T15:22:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,507
Liabilities
$0
Net assets
$279,507
Revenue
$16,552
Expenses
$13,685
Net income
$2,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$1.00$0.45$0.55
2024Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$1.47$0.44$1.03
2023Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.21$0.44$0.22
2022Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.78$0.39$0.39
2021Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$2.45$0.37$2.08
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$1.33$0.27$1.06
2019Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.55$0.26$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.53$0.42$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$1.13$0.37$0.76
2016Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.46$0.16$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.30$0.15$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.17$0.14$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.22$0.13$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$0.19$0.11$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.00$2.59$0.22$0.11$0.12