Civic Intelligence

Chippewa Valley Symphony Foundation Tr

990EZ • Fiscal year 2015 • EIN 39-1839109

Jun 01, 2014 to May 31, 2015 • Filed on Nov 03, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$294,860

Up $15,353 (+5.5%) from 2014

Net Assets

Up

$294,860

Up $15,353 (+5.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$30,026

Up $13,474 (+81%) from 2014

Expenses

Up

$14,673

Up $988 (+7.2%) from 2014

Net Income

Up

$15,353

Up $12,486 (+436%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2015

Assets$294,860
Liabilities$0
Net Assets$294,860
Open 2015 Filing

Operations Trend

Revenue Growth91st 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

2015

Revenue$30,026
Expenses$14,673
Net Income$15,353
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$30,026
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.$14,000$14,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK BARTINGALETrustee-$0--
LINDA DANIELSONSecretary-$0--
LYLE QUANDTTrustee-$0--
JANINE WILDENBERGTreasurer-$0--
MEL BREEDVice President-$0--
JANICE AYRESTrustee-$0--
CHARLES BAUERTrustee-$0--
SUSAN CARROLLTrustee-$0--
KERRY KINCAIDTrustee-$0--
MITCH PIPERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Chippewa Valley Symphony Foundation Trust
EIN
39-1839109
Phone
7158326366
Address
316 EAU CLAIRE STREET, EAU CLAIRE, WI 54701

Signing Officer

Name
Mitch Piper
Title
President
Phone
7158326366
Signed
2015-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
3703 OAKWOOD HILLS PARKWAY, EAU CLAIRE, WI 54701
Preparer
Donna Nelson CPA
Phone
7158323407
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 13,446.”

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: 14,000.”

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

“Description: other miscellaneous. Amount: 78.”

Raw XML Appendix261 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt078
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.
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ONE TRUSTEE OF THE CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST IS ALSO A DIRECTOR OF THE SUPPORTED ORGANIZATION, CHIPPEWA VALLEY SYMPHONY, LTD. THE CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST ALLOCATES 4% OF THE AVERAGE PRINCIPAL ACCOUNTS BALANCE EACH FISCAL YEAR TO ITS SUPPORTED ORGANIZATION. THIS FORMULA FOR MAKING INCOME DISTRIBUTION HAS BEEN IN PLACE SINCE JULY 14, 2009.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART VI, SECTION D, LINE 3
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 13,446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: CHIPPEWA VALLEY SYMPHONY. AFFILIATE ADDRESS: 316 EAU CLAIRE STREET EAU CLAIRE, WI 54701. PURPOSE OF PAYMENT: DONATION. AMOUNT OF PAYMENT: 14,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER MISCELLANEOUS. AMOUNT: 78.
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/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH PIPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158326366
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0391839109
ReturnHeader/Filer/PhoneNum07158326366
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 EAU CLAIRE STREET
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03703 OAKWOOD HILLS PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA NELSON CPA
ReturnHeader/ReturnTs02015-11-05T08:26:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,860
Liabilities
$0
Net assets
$294,860
Revenue
$30,026
Expenses
$14,673
Net income
$15,353
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