Chippewa Valley Symphony Foundation Tr: FY2021 Nonprofit Profile & 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

79 cents of each dollar spent went to programs.

79%

21%

Program services 79% · $29K Management & general 21% · $8K

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 (FY2020); the FY2021 filing did not itemize Part VII

David Baker

President

$0Pt VII · Sec A

Jim Bartl

Vice President

$0Pt VII · Sec A

Jason Smith

Treasurer

$0Pt VII · Sec A

Kerry Kincaid

Secretary

$0Pt VII · Sec A

Mel Breed

Trustee

$0Pt VII · Sec A

Susan Carroll

Trustee

$0Pt VII · Sec A

Bill Eisenbarth

Trustee

$0Pt VII · Sec A

Bill Klish

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.

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Provided by the organization

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1 program · $29K · in their own filed words · FY2020

01

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

$29Kprogram 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 FY2021 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$245K

Ln 12

Investment incomeLn 3$212K

Gifts and grantsLn 1h$33K

Money outPt IX

$37K

Ln 25

Programscol B$29K

Managementcol C$8K

Owns and owesPt X

$756K

net assets · Ln 32

Cash and savingsLn 1–2$6K

Total assetsLn 16$756K

LiabilitiesLn 26$0

PeoplePt VI, VII

12

listed · VII A

PaidVII A0

Voting boardVI 1a12

IndependentVI 1b12

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$33K

Noncash giftsLn 1g$10K

Investment incomeLn 3$212K

Gains on assetsLn 7$197K

Total revenueLn 12$245K

Assets in detailPt X, end of year

CashLn 1$6K

Cash and savings togetherLn 1–2$6K

InvestmentsLn 11–13$749K

Total assetsLn 16$756K

LiabilitiesLn 26$0

Net assetsLn 32$756K

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 FY21	End FY21
Cash and savingsLn 1–2	$11K	$6K
InvestmentsLn 11–13	$537K	$749K
Total assetsLn 16	$548K	$756K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$548K	$756K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$29K	$29K
Accounting feesLn 11c	$4K		$4K
Investment management feesLn 11f	$4K		$4K
Office expensesLn 13	$154		$154
Other expenses (24a–d)Ln 24	$54		$54
Total functional expensesLn 25	$37K	$29K	$8K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$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 Viewing	$245K	$37K	$208K	$756K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $244,910 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $61,117$32,833

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $71,724$212,077

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $132,841$244,910

I-13 Grants and similar amounts paidPrior year $24,000$29,200

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 $2,964$7,815

I-18 Total expensesPrior year $26,964$37,015

I-19 Revenue less expensesPrior year $105,877$207,895

Part VI · Governance 12 of 12 board members independent, 4 to look at

VI-1a Voting members of the governing body12

VI-1b Independent voting members12

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 $244,910 across 6 lines filed

VIII-1f All other contributions, gifts and grants$32,833

VIII-1g Noncash contributions (included above)$10,333

VIII-1h Total contributions, gifts and grants$32,833

VIII-3 Investment incomeExcluded from tax $14,992$14,992

VIII-7 Net gain or loss on sales of assetsExcluded from tax $197,085$197,085

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $212,077$244,910

Part IX · Statement of functional expenses $37,015 across 5 lines filed

IX-1 Grants to domestic organizationsPrograms $29,200$29,200

IX-11c Accounting feesManagement $3,600$3,600

IX-11f Investment management feesManagement $4,007$4,007

IX-13 Office expensesManagement $154$154

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

IX-25 Total functional expensesPrograms $29,200 · Management $7,815 · Fundraising $0$37,015

Part X · Balance sheet $755,739 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $10,737$6,246

X-11 Publicly traded securitiesStart of year $286,990$182,628

X-12 Other securitiesStart of year $250,117$566,865

X-16 Total assetsStart of year $547,844$755,739

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $390,445$563,131

X-28 Net assets with donor restrictionsStart of year $157,399$192,608

X-32 Total net assets or fund balancesStart of year $547,844$755,739

X-33 Total liabilities and net assetsStart of year $547,844$755,739

Part XI · Reconciliation of net assets $755,739 net assets at year end

XI-1 Total revenue$244,910

XI-2 Total expenses$37,015

XI-3 Revenue less expenses$207,895

XI-4 Net assets at start of year$547,844

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$755,739

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Chippewa Valley Symphony Foundation Tr FY2021 filing

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

Questions for Chippewa Valley Symphony Foundation Tr

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV