Chippewa Valley Symphony Foundation Tr: Nonprofit Profile, Financials & Form 990 (EIN 39-1839109)

Revenue by fiscal year
FY2021	$245K
FY2022	$78K
FY2023	$21K
FY2024	$147K
FY2025	$100K

Expenses by fiscal year
FY2021	$37K
FY2022	$39K
FY2023	$44K
FY2024	$44K
FY2025	$45K

Net assets by fiscal year
FY2021	$756K
FY2022	$795K
FY2023	$772K
FY2024	$876K
FY2025	$931K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

81%

19%

Program services 81% · $36K Management & general 19% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Marcia Van Beek

President

$0Pt VII · Sec A

Bill Klish

Vice President

$0Pt VII · Sec A

Jason Smith

Treasurer (thru 04/2025)

$0Pt VII · Sec A

Brenden Carroll

Treasurer

$0Pt VII · Sec A

Jesse Farnlof

Secretary

$0Pt VII · Sec A

Jim Bartl

Trustee

$0Pt VII · Sec A

David Baker

Trustee (thru 04/2025)

$0Pt VII · Sec A

Emily Blaskey

Trustee

$0Pt VII · Sec A

See Chippewa Valley Symphony Foundation Tr executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports music appreciation and community musicians through symphony program funding.

Provided by the organization

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1 program · $36K · in their own filed words · FY2024

01

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

$36Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 5 grants · $167K · 2020–2024

Chippewa Valley Symphony LtdWI · FY2024$36,200

Chippewa Valley Symphony LtdWI · FY2023$36,200

Chippewa Valley Symphony LtdWI · FY2022$33,900

Chippewa Valley Symphony LtdWI · FY2021$31,600

Chippewa Valley Symphony LtdWI · FY2020$29,200

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$100K

Ln 12

Investment incomeLn 3$53K

Gifts and grantsLn 1h$47K

Money outPt IX

$45K

Ln 25

Programscol B$36K

Managementcol C$9K

Owns and owesPt X

$931K

net assets · Ln 32

Cash and savingsLn 1–2$9K

Total assetsLn 16$931K

LiabilitiesLn 26$0

PeoplePt VI, VII

12

listed · VII A

PaidVII A0

Voting boardVI 1a10

IndependentVI 1b10

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$47K

Noncash giftsLn 1g$25K

Investment incomeLn 3$53K

Gains on assetsLn 7$25K

Total revenueLn 12$100K

Assets in detailPt X, end of year

CashLn 1$9K

Cash and savings togetherLn 1–2$9K

InvestmentsLn 11–13$921K

Total assetsLn 16$931K

LiabilitiesLn 26$0

Net assetsLn 32$931K

OperationsPt I, VI

EmployeesI 50

VolunteersI 612

Fiscal year endsHeaderMay

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$8K	$9K
InvestmentsLn 11–13	$868K	$921K
Total assetsLn 16	$876K	$931K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$876K	$931K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$36K	$36K
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$5K		$5K
Office expensesLn 13	$2K		$2K
Other expenses (24a–d)Ln 24	$54		$54
Total functional expensesLn 25	$45K	$36K	$9K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$100K	$45K	$55K	$931K	990 PDF
FY2024	$147K	$44K	$103K	$876K	990 PDF
FY2023	$21K	$44K	−$22K	$772K	990 PDF
FY2022	$78K	$39K	$39K	$795K	990 PDF
FY2021	$245K	$37K	$208K	$756K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2025 990 (6 parts)

Part I · Summary $99,733 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $42,550$47,175

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $104,889$52,558

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $147,439$99,733

I-13 Grants and similar amounts paidPrior year $36,200$36,200

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $7,894$8,555

I-18 Total expensesPrior year $44,094$44,755

I-19 Revenue less expensesPrior year $103,345$54,978

Part VI · Governance 10 of 10 board members independent, 4 to look at

VI-1a Voting members of the governing body10

VI-1b Independent voting members10

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $99,733 across 6 lines filed

VIII-1f All other contributions, gifts and grants$47,175

VIII-1g Noncash contributions (included above)$25,175

VIII-1h Total contributions, gifts and grants$47,175

VIII-3 Investment incomeExcluded from tax $27,526$27,526

VIII-7 Net gain or loss on sales of assetsExcluded from tax $25,032$25,032

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $52,558$99,733

Part IX · Statement of functional expenses $44,755 across 5 lines filed

IX-1 Grants to domestic organizationsPrograms $36,200$36,200

IX-11c Accounting feesManagement $2,000$2,000

IX-11f Investment management feesManagement $4,962$4,962

IX-13 Office expensesManagement $1,539$1,539

IX-24 Other expenses (24a–d)Management $54$54

IX-25 Total functional expensesPrograms $36,200 · Management $8,555 · Fundraising $0$44,755

Part X · Balance sheet $930,719 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $7,514$9,275

X-11 Publicly traded securitiesStart of year $868,227$921,444

X-16 Total assetsStart of year $875,741$930,719

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $627,148$641,431

X-28 Net assets with donor restrictionsStart of year $248,593$289,288

X-32 Total net assets or fund balancesStart of year $875,741$930,719

X-33 Total liabilities and net assetsStart of year $875,741$930,719

Part XI · Reconciliation of net assets $930,719 net assets at year end

XI-1 Total revenue$99,733

XI-2 Total expenses$44,755

XI-3 Revenue less expenses$54,978

XI-4 Net assets at start of year$875,741

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$930,719

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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Chippewa Valley Symphony Foundation Tr

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV