Civic Intelligence

Chippewa Valley Symphony Foundation Tr

990 • Fiscal year 2023 • EIN 39-1839109

Jun 01, 2022 to May 31, 2023 • Filed on Jan 30, 2024

Organization ProfileN/A
402 Graham Avenue 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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-104%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

31st percentile

-2.8%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$772,396

Down $22,230 (-2.8%) from 2022

Net Assets

Down

$772,396

Down $22,230 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin4th percentile

Revenue

Down

$21,474

Down $56,869 (-73%) from 2022

Expenses

Up

$43,704

Up $4,248 (+11%) from 2022

Net Income

Down

-$22,230

Down $61,117 (-157%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$772,396
Liabilities$0
Net Assets$772,396
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$21,474
Expenses$43,704
Net Income-$22,230
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$634,409
Mission and Program Overview

Mission

SEE STATEMENT BELOW

To raise funds to enhance programs of the chippewa valley symphony, ltd which fosters music appreciation and provides opportunities for community musicians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$792,003$765,857▼ $26,146
Cash and Non-Interest-Bearing Accounts$2,623$6,539▲ $3,916
Total Assets$794,626$772,396▼ $22,230
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$581,065$553,477▼ $27,588
Net Assets With Donor Restrictions$213,561$218,919▲ $5,358
Total Net Assets Fund Balance$794,626$772,396▼ $22,230
Total Liabilities and Net Assets / Fund Balance$794,626$772,396▼ $22,230
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Marcia Van BeekPresident
Jim BartlVice President
Bill KlishTrustee
David BakerTrustee
Jesse FarnlofTrustee
Randi OsbergTrustee
Rob KuchtaTrustee
Susan CarrollTrustee
Bill EisenbarthTrustee (thru 04/2023)
Ellis StewartTrustee (thru 09/2022)
Kerry KincaidSecretary
Jason SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,820
Program Service Revenue
$0
Investment Income
$3,654
Other Revenue
$0
All Other Contributions
$17,820
Change in Net Assets
$-22,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,900
Other Expenses$9,804
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,900--$33,900
Fees for Service Investment Mgmnt Fees-$4,070-$4,070
Office Expenses-$3,180-$3,180
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$54-$54
Total Functional Expenses$33,900$9,804$0$43,704
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chippewa Valley SymphonyEau Claire, WI501(c)(3)Donation$33,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
No
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, Part VI, Section A, Line 7A

“A majority of trustees can elect officers and other/additional trustees”

Form 990, Part VI, Section B, Line 11B

“The board treasurer reviews the form 990 prior to filing with the irs. After it is filed, the treasurer will present the return to the board after it is filed since there will not be a board meeting between the date of filing and the due date to file.”

Form 990, Part VI, Section C, Line 19

“The organization makes its 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Chippewa Valley Symphony Foundation
EIN
39-1839109
Phone
7158326366
Address
402 GRAHAM AVENUE 205, EAU CLAIRE, WI 54701

Signing Officer

Name
Jason Smith
Title
Treasurer
Phone
7158326366
Signed
2024-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Van Beek
Formed
1995
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
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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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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/ExplanationTxt1ONE 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. INCLUDING THE MANAGEMENT FEES OF THE ASSETS FOR THE FOUNDATION TRUST, OVER 90% OF EXPENDITURES ARE FOR THE BENEFIT FOR THE SUPPORTED ORGANIZATION, CHIPPEWA VALLEY SYMPHONY, LTD. AND ARE PURSUANT TO THE SPENDING POLICY OF THE INVESTMENT COMMITTEE OF THE FOUNDATION. THE REMAINING EXPENDITURES ARE ADMINISTRATIVE AND MINIMAL. THE TRUSTEE THAT REPRESENTS THE SUPPORTED ORGANIZATION DOES COMMUNICATE CERTAIN NEEDS OF THE SYMPHONY TO THE BOARD AND ACTS AS A LIASON BETWEEN THE TWO ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE FOUNDATION ASSUMES THE RESPONSIBILTY OF MANAGING THE ASSETS AND DISTRIBUTIONS TO THE SUPPORTED ORGANIZATION. IF THE FOUNDATION DID NOT EXIST THE ASSETS AND BURDEN OF THE INCOME AND MANAGEMENT WOULD BE ASSUMED BY THE SUPPORTED ORGNAZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION E, LINE 2B
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION
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IRS990ScheduleI/RecipientTable/RecipientEIN0391290295
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0402 GRAHAM AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EAU CLAIRE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE HAVE QUARTERLY INVESTMENT COMMITTEE MEETINGS TO MONITOR FOUNDATION ASSETS, AND WE MAKE A SINGLE GRANT TO THE SYMPHONY ANNUALLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF TRUSTEES CAN ELECT OFFICERS AND OTHER/ADDITIONAL TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD TREASURER REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS. AFTER IT IS FILED, THE TREASURER WILL PRESENT THE RETURN TO THE BOARD AFTER IT IS FILED SINCE THERE WILL NOT BE A BOARD MEETING BETWEEN THE DATE OF FILING AND THE DUE DATE TO FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0THE TAXPAYER HAS ROUTINELY MET FILING REQUIREMENTS FOR FORM 990 AND INFORMATION REPORTING ON A TIMELY BASIS. THE LATE FILING OF FORM 990 FOR THE YEAR ENDED MAY 31, 2023 WAS AN IRREGULARITY. THE ORGANIZATION RELIED UPON THEIR PAID PREPARER TO FILE THE PROPER EXTENSIONS TO EXTEND THE ORIGINAL DUE DATE OF THE RETURN AND RELEASE THE RETURN UPON APPROVAL RECEIVED. THE PAID PREPARER USES A COMBINATION OF TAX SOFTWARE AND A FILE TRACKING SOFTWARE TO RECORD COMPLETION OF EXTENSIONS. THERE WAS AN INTERNAL ERROR AND THE PAID PREPARER MISTAKENLY RECORDED THE EXTENSION AS FILED; HOWEVER, IT WAS NOT AND THE RETURN AS A RESULT IS BEING FILED LATE BUT WITHIN THE TYPICAL EXTENDED DUE DATE TIME PERIOD. BASED ON THE HISTORY OF ROUTINE COMPLIANCE, WE RESPECTFULLY REQUEST THAT ANY PROPOSED INTEREST AND PENALTIES ABATED AND THE IRS RECOGNIZE REASONABLE CAUSE IN DOING SO.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07158326366
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIPPEWA VALLEY SYMPHONY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 LONDON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02024-01-30T11:09:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$772,396
Liabilities
$0
Net assets
$772,396
Revenue
$21,474
Expenses
$43,704
Net income
-$22,230
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