Civic Intelligence

Chippewa Valley Symphony Foundation Tr

990EZ • Fiscal year 2018 • EIN 39-1839109

Jun 01, 2017 to May 31, 2018 • Filed on Nov 06, 2018

Organization ProfileN/A
402 Graham Avenue No 205Eau Claire, WI 54701

(715) 832-6366

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$413,458

Up $11,752 (+2.9%) from 2017

Net Assets

Up

$413,458

Up $11,752 (+2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

Down

$53,291

Down $59,880 (-53%) from 2017

Expenses

Up

$41,539

Up $4,290 (+12%) from 2017

Net Income

Down

$11,752

Down $64,170 (-85%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2018

Assets$413,458
Liabilities$0
Net Assets$413,458
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$53,291
Expenses$41,539
Net Income$11,752
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$53,291
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.$0$40,315
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA DANIELSONSecretary-$0--
CAROLE HALBERGTrustee-$0--
MEL BREEDPresident-$0--
DAVID BAKERVice-President-$0--
SUSAN CARROLLTrustee-$0--
KERRY KINCAIDTrustee-$0--
MITCH PIPERTreasurer-$0--
JIM BARTLTrustee-$0--
LYLE QUANDTTrustee-$0--
JACK BARTINGALETrustee-$0--
ELLIS STEWARTTrustee-$0--
WALKER STUTZMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Chippewa Valley Symphony Foundation
EIN
39-1839109
Phone
7158326366
Address
402 GRAHAM AVENUE NO 205, EAU CLAIRE, WI 54701

Signing Officer

Name
Mitch Piper
Title
Treasurer
Phone
7158326366
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
4890 OWEN AYRES COURT SUITE 200, EAU CLAIRE, WI 54701
Preparer
Dan Walker CPA
Phone
7158323407
Supplemental Narrative

Additional Explanations

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

“Description: interest and dividend income. Amount: 18,375.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: amortized bond premium at maturity. Amount: 460.”

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: 40,315.”

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

“Description: state licensing fee. Amount: 54.”

Raw XML Appendix292 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/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
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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 TRUST MAKES AN ANNUAL DISTRIBUTION TO ITS SUPPORTED ORGANIZATION THAT MUST EQUAL AT LEAST 10% OF THAT ORGANIZATION'S TOTAL SUPPORT FOR THE PRIOR YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391290295
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt040315
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHIPPEWA VALLEY SYMPHONY LTD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt040315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDEND INCOME. AMOUNT: 18,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: AMORTIZED BOND PREMIUM AT MATURITY. AMOUNT: 460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: CHIPPEWA VALLEY SYMPHONY. AFFILIATE ADDRESS: 316 EAU CLAIRE STREET EAU CLAIRE, WI 54701. PURPOSE OF PAYMENT: DONATION. AMOUNT OF PAYMENT: 40,315.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: STATE LICENSING FEE. AMOUNT: 54.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH PIPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07158326366
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIPPEWA VALLEY SYMPHONY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0391839109
ReturnHeader/Filer/PhoneNum07158326366
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 GRAHAM AVENUE NO 205
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005BC5E9BFCFC6072022D389247C47A2AFB3C02F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.26.200.211
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:42:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04890 OWEN AYRES COURT SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN WALKER CPA
ReturnHeader/ReturnTs02018-11-12T16:09:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,458
Liabilities
$0
Net assets
$413,458
Revenue
$53,291
Expenses
$41,539
Net income
$11,752
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