Civic Intelligence

Chippewa Valley Symphony Foundation Tr

990EZ • Fiscal year 2016 • EIN 39-1839109

Jun 01, 2015 to May 31, 2016 • Filed on Sep 06, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$325,784

Up $30,924 (+10%) from 2015

Net Assets

Up

$325,784

Up $30,924 (+10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$46,442

Up $16,416 (+55%) from 2015

Expenses

Up

$15,518

Up $845 (+5.8%) from 2015

Net Income

Up

$30,924

Up $15,571 (+101%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$325,784
Liabilities$0
Net Assets$325,784

Operations Trend

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

2016

Revenue$46,442
Expenses$15,518
Net Income$30,924
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 6, 2016
Return Version
2015v2.1
Gross Receipts
$46,442
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

Employees

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

Filer

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

Signing Officer

Name
Mitch Piper
Title
President
Phone
7158326366
Signed
2016-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
3703 Oakwood Hills Pkwy, 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: 14,271.

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: 57.

Part V, Line 34

The first amendment to restated agreement and declaration of trust creating the chippewa valley symphony foundation trust effective july 2015 states that the annual distribution to the trustor must equal at least 10% of the trustor's total support for the prior year. It also states that at all times one trustee is appointed by the trustor. The second restatement of agreement and declaration of trust creating the chippewa valley symphony foundation trust was adopted may 2016. Article x review of trust accounts is restated as follows: the board of trustees shall provide an annual accounting to the trustor consisting of the following documentation: a) a written notice describing the type and amount of support provided by the trust to the trustor during the taxable year immediately preceding the year in which the notice is provided; b) a copy of the trust's form 990 or 990-ez that was most recently filed as of the date the notification is provided; and c) a copy of the trust's governing documents, as most recently amended, to the extent not previously provided. The trust accounts shall be reviewed from time to time by the trustor's board of directors. In addition, the board of trustees shall provide copies of said accounts, together with copies of all confirmation letters showing the purchase of government securities, bank statements showing the trust's other accounts, and all other trust records, to the trustor's board of directors upon being requested to do so by the trustor's board of directors.

Raw XML Appendix289 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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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 MAKES AN ANNUAL DISTRIBUTION TO ITS SUPPORTED ORGANIZATION THAT MUST EQUAL AT LEAST 10% OF THAT ORGANIZATION'S TOTAL SUPPORT FOR THE PRIOR YEAR.
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0389914
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0373701
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt013442
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt012883
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391290295
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0chippewa valley symphony ltd
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt014000
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 14,271.
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: 57.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FIRST AMENDMENT TO RESTATED AGREEMENT AND DECLARATION OF TRUST CREATING THE CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST EFFECTIVE JULY 2015 STATES THAT THE ANNUAL DISTRIBUTION TO THE TRUSTOR MUST EQUAL AT LEAST 10% OF THE TRUSTOR'S TOTAL SUPPORT FOR THE PRIOR YEAR. IT ALSO STATES THAT AT ALL TIMES ONE TRUSTEE IS APPOINTED BY THE TRUSTOR. THE SECOND RESTATEMENT OF AGREEMENT AND DECLARATION OF TRUST CREATING THE CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST WAS ADOPTED MAY 2016. ARTICLE X REVIEW OF TRUST ACCOUNTS IS RESTATED AS FOLLOWS: THE BOARD OF TRUSTEES SHALL PROVIDE AN ANNUAL ACCOUNTING TO THE TRUSTOR CONSISTING OF THE FOLLOWING DOCUMENTATION: A) A WRITTEN NOTICE DESCRIBING THE TYPE AND AMOUNT OF SUPPORT PROVIDED BY THE TRUST TO THE TRUSTOR DURING THE TAXABLE YEAR IMMEDIATELY PRECEDING THE YEAR IN WHICH THE NOTICE IS PROVIDED; B) A COPY OF THE TRUST'S FORM 990 OR 990-EZ THAT WAS MOST RECENTLY FILED AS OF THE DATE THE NOTIFICATION IS PROVIDED; AND C) A COPY OF THE TRUST'S GOVERNING DOCUMENTS, AS MOST RECENTLY AMENDED, TO THE EXTENT NOT PREVIOUSLY PROVIDED. THE TRUST ACCOUNTS SHALL BE REVIEWED FROM TIME TO TIME BY THE TRUSTOR'S BOARD OF DIRECTORS. IN ADDITION, THE BOARD OF TRUSTEES SHALL PROVIDE COPIES OF SAID ACCOUNTS, TOGETHER WITH COPIES OF ALL CONFIRMATION LETTERS SHOWING THE PURCHASE OF GOVERNMENT SECURITIES, BANK STATEMENTS SHOWING THE TRUST'S OTHER ACCOUNTS, AND ALL OTHER TRUST RECORDS, TO THE TRUSTOR'S BOARD OF DIRECTORS UPON BEING REQUESTED TO DO SO BY THE TRUSTOR'S BOARD OF DIRECTORS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part V, Line 34
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH PIPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158326366
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIPPEWA VALLEY SYMPHONY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
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 Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eau Claire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA NELSON CPA
ReturnHeader/ReturnTs02016-09-09T13:59:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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