Civic Intelligence

West Bend Community & Alumni Scholarship Foundation Inc.

990 • Fiscal year 2019 • EIN 39-6055248

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 13, 2019

PO Box 397West Bend, WI 53095

(262) 334-1075

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,990,330

Up $98,663 (+3.4%) from 2018

Net Assets

Up

$2,990,330

Up $98,663 (+3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$400,797

Down $395,214 (-50%) from 2018

Expenses

Up

$346,919

Up $55,430 (+19%) from 2018

Net Income

Down

$53,878

Down $450,644 (-89%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,931,755Liabilities 2011: $0Net Assets 2011: $1,931,7552011Assets 2012: $2,112,582Liabilities 2012: $0Net Assets 2012: $2,112,5822012Assets 2013: $2,190,053Liabilities 2013: $0Net Assets 2013: $2,190,0532013Assets 2014: $2,380,601Liabilities 2014: $0Net Assets 2014: $2,380,6012014Assets 2015: $2,275,213Liabilities 2015: $0Net Assets 2015: $2,275,2132015Assets 2016: $2,536,836Liabilities 2016: $0Net Assets 2016: $2,536,8362016Assets 2017: $2,738,520Liabilities 2017: $0Net Assets 2017: $2,738,5202017Assets 2018: $2,891,667Liabilities 2018: $0Net Assets 2018: $2,891,6672018Assets 2019: $2,990,330Liabilities 2019: $0Net Assets 2019: $2,990,3302019Assets 2020: $3,375,305Liabilities 2020: $0Net Assets 2020: $3,375,3052020Assets 2021: $4,405,054Liabilities 2021: $22,002Net Assets 2021: $4,383,0522021Assets 2022: $3,812,819Liabilities 2022: $22,497Net Assets 2022: $3,790,3222022Assets 2023: $3,924,752Liabilities 2023: $20,000Net Assets 2023: $3,904,7522023Assets 2024: $4,372,262Liabilities 2024: $37,032Net Assets 2024: $4,335,2302024Assets 2025: $4,734,347Liabilities 2025: $2,591Net Assets 2025: $4,731,7562025

Highlighted filing

2019

Assets$2,990,330
Liabilities$0
Net Assets$2,990,330

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $228,323Expenses 2011: $194,640Net Income 2011: $33,6832011Revenue 2012: $330,637Expenses 2012: $210,564Net Income 2012: $120,0732012Revenue 2013: $192,111Expenses 2013: $186,731Net Income 2013: $5,3802013Revenue 2014: $283,515Expenses 2014: $194,375Net Income 2014: $89,1402014Revenue 2015: $237,524Expenses 2015: $218,693Net Income 2015: $18,8312015Revenue 2016: $485,261Expenses 2016: $231,192Net Income 2016: $254,0692016Revenue 2017: $339,264Expenses 2017: $283,945Net Income 2017: $55,3192017Revenue 2018: $796,011Expenses 2018: $291,489Net Income 2018: $504,5222018Revenue 2019: $400,797Expenses 2019: $346,919Net Income 2019: $53,8782019Revenue 2020: $286,808Expenses 2020: $349,524Net Income 2020: -$62,7162020Revenue 2021: $630,788Expenses 2021: $312,846Net Income 2021: $317,9422021Revenue 2022: $502,887Expenses 2022: $356,698Net Income 2022: $146,1892022Revenue 2023: $457,503Expenses 2023: $373,244Net Income 2023: $84,2592023Revenue 2024: $549,236Expenses 2024: $373,419Net Income 2024: $175,8172024Revenue 2025: $806,185Expenses 2025: $415,458Net Income 2025: $390,7272025

Highlighted filing

2019

Revenue$400,797
Expenses$346,919
Net Income$53,878
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,061,481
Mission and Program Overview

Mission

To encourage graduates of west bend high schools to continue advanced education by providing academic and technical scholarships.

Provides scholarships to individuals based on educational merit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,715,550$2,716,019▲ $469
Savings and Temporary Cash Investments$136,040$232,173▲ $96,133
Cash and Non-Interest-Bearing Accounts$40,077$42,138▲ $2,061
Total Assets$2,891,667$2,990,330▲ $98,663
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,891,667$2,990,330▲ $98,663
Total Net Assets Fund Balance$2,891,667$2,990,330▲ $98,663
Total Liabilities and Net Assets / Fund Balance$2,891,667$2,990,330▲ $98,663
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$290,758
Program Service Revenue
$0
Investment Income
$107,567
Other Revenue
$2,472
All Other Contributions
$231,958
Change in Net Assets
$53,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$310,050
Other Expenses$36,869
Total Fundraising Expense$999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$310,050--$310,050
Insurance-$1,606-$1,606
Fees for Services Accounting-$1,150-$1,150
Office Expenses--$763$763
Other Expenses$10,669$283-$283
Advertising--$236$236
Total Functional Expenses$320,719$25,201$999$346,919
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,725
Fundraising Direct Expenses$31,253
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$48,800$27,300$3,499$23,801
5k Run/walk$43,725$6,425$6,254$171
Total Events$92,525$33,725$31,253$2,472
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

The form 990 will be reviewed prior to issuance by the treasurer. The treasurer will present the form 990 to the board of directors at the next scheduled meeting.

Form 990, Page 6, Part VI, Line 19

Form 990, governing documents, policies, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
West Bend Community & Alumni
EIN
39-6055248
Phone
2623341075
Address
PO BOX 397, WEST BEND, WI 53095

Signing Officer

Name
Lisa Sanborn
Title
Treasurer
Phone
2623381060
Signed
2019-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Sanborn
Formed
1972
Legal Domicile
Wi
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
60

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in unrealized gains on investments 44,785

Raw XML AppendixShowing 400 of 481 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES SCHOLARSHIPS TO INDIVIDUALS BASED ON EDUCATIONAL MERIT.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt0236
IRS990/AdvertisingGrp/TotalAmt0236
IRS990/AllOtherContributionsAmt0231958
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LISA SANBORN
IRS990/BooksInCareOfDetail/PhoneNum02623341075
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 397
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt040077
IRS990/CashNonInterestBearingGrp/EOYAmt042138
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt058800
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0290758
IRS990/CYGrantsAndSimilarPaidAmt0310050
IRS990/CYInvestmentIncomeAmt0107567
IRS990/CYOtherExpensesAmt036869
IRS990/CYOtherRevenueAmt02472
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt053878
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0346919
IRS990/CYTotalFundraisingExpenseAmt0999
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0400797
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT AND SCHOLARSHIPS TO INDIVIDUALS AND SYMPHONY FOR EDUCATIONAL PURPOSES. ESTIMATED 253 PEOPLE SERVED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0310050
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01150
IRS990/FeesForServicesAccountingGrp/TotalAmt01150
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0PRUDENCE PICK HWAY
IRS990/Form990PartVIISectionAGrp/PersonNm1ROSE PETITTE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN CONWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE MARIE DANAHER
IRS990/Form990PartVIISectionAGrp/PersonNm4KELLY EGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MARILYN HOLMQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm6SHELLY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7AMY CURLER
IRS990/Form990PartVIISectionAGrp/PersonNm8LAURIE KIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm9TERRI KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN O'MEARA
IRS990/Form990PartVIISectionAGrp/PersonNm11BINK STEINBACH
IRS990/Form990PartVIISectionAGrp/PersonNm12DEB CAHOON
IRS990/Form990PartVIISectionAGrp/PersonNm13LYNN PUNZENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm14JOSIE BRZEZINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHELLE HOCKERS
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID KOHLMANN
IRS990/Form990PartVIISectionAGrp/PersonNm17JUSTIN POGODZINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm18AMANDA PALMSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm19MARY ELLEN O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm20LISA SANBORN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt058800
IRS990/FundraisingDirectExpensesAmt031253
IRS990/FundraisingGrossIncomeAmt033725
IRS990/GainOrLossGrp/SecuritiesAmt030368
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0310050
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0310050
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0310050
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0659799
IRS990/GrossReceiptsAmt01061481
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01606
IRS990/InsuranceGrp/TotalAmt01606
IRS990/InvestmentIncomeGrp/ExclusionAmt077199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077199
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02715550
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02716019
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0629431
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES SCHOLARSHIPS TO INDIVIDUALS BASED ON EDUCATIONAL MERIT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02891667
IRS990/NetAssetsOrFundBalancesEOYAmt02990330
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030368
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030368
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02472
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02472
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0763
IRS990/OfficeExpensesGrp/TotalAmt0763
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt044785
IRS990/OtherExpensesGrp/Desc0TRUST FEES
IRS990/OtherExpensesGrp/Desc1YOUTH CONCERT EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3LICENSES & PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2283
IRS990/OtherExpensesGrp/ProgramServicesAmt010669
IRS990/OtherExpensesGrp/TotalAmt019766
IRS990/OtherExpensesGrp/TotalAmt110669
IRS990/OtherExpensesGrp/TotalAmt22396
IRS990/OtherExpensesGrp/TotalAmt3283
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LISA SANBORN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0INTRODUCE FOURTH GRADE STUDENTS TO THE SYMPHONY AND TO THE SCHOLARSHIP FOUNDATION. APPROXIMATELY 1,000 STUDENTS ATTENDED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010669
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0221722
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0272000
IRS990/PYInvestmentIncomeAmt0574736
IRS990/PYOtherExpensesAmt019489
IRS990/PYOtherRevenueAmt0-447
IRS990/PYRevenuesLessExpensesAmt0504522
IRS990/PYTotalExpensesAmt0291489
IRS990/PYTotalRevenueAmt0796011
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt053878
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0136040
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0232173
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONCERT 130,629 5K RUN/WALK 37,105 MISCELLANEOUS 17
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0290758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0221722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0236364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0360202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01250215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt057413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049655
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0279348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt033725
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033336
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt034450
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt032284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033956
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0167751
IRS990ScheduleA/PublicSupportCY170Pct00.55860
IRS990ScheduleA/PublicSupportPY170Pct00.46590
IRS990ScheduleA/PublicSupportTotal170Amt0948130
IRS990ScheduleA/SubstantialContributorsTotAmt0302085
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0290758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0221722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0236364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0360202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01250215
IRS990ScheduleA/TotalSupportAmt01697314
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt058800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt037300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031253
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt021500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN/WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033725
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02472
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09753
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06254
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0310050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0253
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE REQUIRE STUDENTS TO PROVIDE TRANSCRIPTS FROM AN ACCREDITED INSTITUTION FOR PROOF OF ENROLLMENT AND MINIMUM ACADEMIC ACHIEVEMENT PRIOR TO DISBURSEMENT OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED PRIOR TO ISSUANCE BY THE TREASURER. THE TREASURER WILL PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS ON INVESTMENTS 44,785
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

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.$4.73$0.00$4.73$0.81$0.42$0.39
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.04$4.34$0.55$0.37$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.90$0.46$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.02$3.79$0.50$0.36$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.02$4.38$0.63$0.31$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.29$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.40$0.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.80$0.29$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.34$0.28$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.49$0.23$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.24$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.28$0.19$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.19$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.33$0.21$0.12
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$0.23$0.19$0.03