Civic Intelligence

West Bend Community & Alumni Scholarship Foundation Inc.

990 • Fiscal year 2022 • EIN 39-6055248

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 01, 2022

Organization ProfileWBCOLUMNS.ORG
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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,812,819

Down $592,235 (-13%) from 2021

Net Assets

Down

$3,790,322

Down $592,730 (-14%) from 2021

Liabilities

Up

$22,497

Up $495 (+2.2%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin79th percentile

Revenue

Down

$502,887

Down $127,901 (-20%) from 2021

Expenses

Up

$356,698

Up $43,852 (+14%) from 2021

Net Income

Down

$146,189

Down $171,753 (-54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2022

Assets$3,812,819
Liabilities$22,497
Net Assets$3,790,322
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

2022

Revenue$502,887
Expenses$356,698
Net Income$146,189
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 1, 2022
Return Version
2021v4.0
Gross Receipts
$1,508,735
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$4,170,370$3,510,603▼ $659,767
Savings and Temporary Cash Investments$192,404$294,162▲ $101,758
Cash and Non-Interest-Bearing Accounts$39,280$5,054▼ $34,226
Pledges and Grants Receivable$3,000$3,000→ $0
Total Assets$4,405,054$3,812,819▼ $592,235
Liabilities
Accounts Payable and Accrued Expenses$22,002$22,497▲ $495
Total Liabilities$22,002$22,497▲ $495
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,383,052$3,790,322▼ $592,730
Total Net Assets Fund Balance$4,383,052$3,790,322▼ $592,730
Total Liabilities and Net Assets / Fund Balance$4,405,054$3,812,819▼ $592,235
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Rose PetittePresident
Amanda PalmsteinDirector
Amy CurlerDirector
Anne Marie DanaherDirector
Bink SteinbachDirector
Dave KohlmannDirector
Justin PogodzinskiDirector
KAREN O'MEARADirector
Kelly EganDirector
Laurie KirschDirector
Lynn PunzenbergerDirector
MARY ELLEN O'CONNORDirector
Marilyn HolmquistDirector
Michelle HockersDirector
Prudence Pick HwayDirector
Ryan DoveDirector
Shelly JohnsonDirector
Terri KramerDirector
Josie BrzezinskiSecretary
Lisa SanbornTreasurer
Deb CahoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$289,209
Program Service Revenue
$0
Investment Income
$213,770
Other Revenue
$-92
All Other Contributions
$228,619
Change in Net Assets
$146,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$311,275
Other Expenses$45,423
Total Fundraising Expense$212
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$311,275--$311,275
Fees for Services Accounting-$3,830-$3,830
Insurance-$1,754-$1,754
Other Expenses$10,159$443-$443
All Other Expenses-$259-$259
Office Expenses--$212$212
Total Functional Expenses$321,434$35,052$212$356,698
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,939
Fundraising Gross Income$29,847
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$57,372$25,382$1,531$23,851
5k Run/walk$33,065$4,465$5,372$-907
Total Events$90,437$29,847$29,939$-92
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
Backup withholding compliance
Yes
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, 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
2022-02-01
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 -738,919”

Raw XML AppendixShowing 400 of 482 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022002
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022497
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES SCHOLARSHIPS TO INDIVIDUALS BASED ON EDUCATIONAL MERIT.
IRS990/AllOtherContributionsAmt0228619
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0259
IRS990/AllOtherExpensesGrp/TotalAmt0259
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt039280
IRS990/CashNonInterestBearingGrp/EOYAmt05054
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt060590
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0289209
IRS990/CYGrantsAndSimilarPaidAmt0311275
IRS990/CYInvestmentIncomeAmt0213770
IRS990/CYOtherExpensesAmt045423
IRS990/CYOtherRevenueAmt0-92
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0146189
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0356698
IRS990/CYTotalFundraisingExpenseAmt0212
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0502887
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT AND SCHOLARSHIPS TO INDIVIDUALS AND SYMPHONY FOR EDUCATIONAL PURPOSES. ESTIMATED 165 PEOPLE SERVED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0311275
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03830
IRS990/FeesForServicesAccountingGrp/TotalAmt03830
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/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/PersonNm0JOSIE BRZEZINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1DEB CAHOON
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY CURLER
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE MARIE DANAHER
IRS990/Form990PartVIISectionAGrp/PersonNm4RYAN DOVE
IRS990/Form990PartVIISectionAGrp/PersonNm5KELLY EGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHELLE HOCKERS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARILYN HOLMQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm8PRUDENCE PICK HWAY
IRS990/Form990PartVIISectionAGrp/PersonNm9SHELLY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10LAURIE KIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVE KOHLMANN
IRS990/Form990PartVIISectionAGrp/PersonNm12TERRI KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY ELLEN O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN O'MEARA
IRS990/Form990PartVIISectionAGrp/PersonNm15AMANDA PALMSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSE PETITTE
IRS990/Form990PartVIISectionAGrp/PersonNm17JUSTIN POGODZINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm18LYNN PUNZENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm19LISA SANBORN
IRS990/Form990PartVIISectionAGrp/PersonNm20BINK STEINBACH
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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt060590
IRS990/FundraisingDirectExpensesAmt029939
IRS990/FundraisingGrossIncomeAmt029847
IRS990/GainOrLossGrp/SecuritiesAmt0140321
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0311275
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0311275
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0311275
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01116230
IRS990/GrossReceiptsAmt01508735
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01754
IRS990/InsuranceGrp/TotalAmt01754
IRS990/InvestmentIncomeGrp/ExclusionAmt073449
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073449
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04170370
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03510603
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0975909
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/NetAssetsOrFundBalancesBOYAmt04383052
IRS990/NetAssetsOrFundBalancesEOYAmt03790322
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0140321
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0140321
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-92
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-92
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04383052
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03790322
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0212
IRS990/OfficeExpensesGrp/TotalAmt0212
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-738919
IRS990/OtherExpensesGrp/Desc0TRUST FEES
IRS990/OtherExpensesGrp/Desc1YOUTH CONCERT EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025459
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13307
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2443
IRS990/OtherExpensesGrp/ProgramServicesAmt010159
IRS990/OtherExpensesGrp/TotalAmt025459
IRS990/OtherExpensesGrp/TotalAmt110159
IRS990/OtherExpensesGrp/TotalAmt23307
IRS990/OtherExpensesGrp/TotalAmt3443
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03000
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 INVOLVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010159
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0499975
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0277270
IRS990/PYInvestmentIncomeAmt0135222
IRS990/PYOtherExpensesAmt035576
IRS990/PYOtherRevenueAmt0-4409
IRS990/PYRevenuesLessExpensesAmt0317942
IRS990/PYTotalExpensesAmt0312846
IRS990/PYTotalRevenueAmt0630788
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0146189
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0192404
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0294162
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONCERT 110,033 5K RUN/WALK 22,393 MISCELLANEOUS 862
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0289209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0499975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0330433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0290758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0221722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01632097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt073449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079701
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt077199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt057413
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0350536
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029847
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05168
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt031212
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt033725
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033336
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0133288
IRS990ScheduleA/PublicSupportCY170Pct00.59350
IRS990ScheduleA/PublicSupportPY170Pct00.59070
IRS990ScheduleA/PublicSupportTotal170Amt01255772
IRS990ScheduleA/SubstantialContributorsTotAmt0376325
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0289209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0499975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0330433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0290758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0221722
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01632097
IRS990ScheduleA/TotalSupportAmt02115921
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/CharitableContributionsTotAmt060590
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031990
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt028600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029939
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt022000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt022000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN/WALK
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0699
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt047
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029847
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-92
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06903
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01531
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05372
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0290
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0290
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0311275
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0165
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,812,819
Liabilities
$22,497
Net assets
$3,790,322
Revenue
$502,887
Expenses
$356,698
Net income
$146,189
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