Chippewa Valley Symphony Foundation Tr: FY2024 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

82 cents of each dollar spent went to programs.

82%

18%

Program services 82% · $36K Management & general 18% · $8K

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

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII

Marcia Van Beek

President

$0Pt VII · Sec A

Jim Bartl

Vice President

$0Pt VII · Sec A

Jason Smith

Treasurer

$0Pt VII · Sec A

Kerry Kincaid

Secretary (thru 05/2024)

$0Pt VII · Sec A

David Baker

Trustee

$0Pt VII · Sec A

Susan Carroll

Trustee (thru 05/2024)

$0Pt VII · Sec A

Jesse Farnlof

Trustee

$0Pt VII · Sec A

Bill Klish

Trustee

$0Pt VII · Sec A

See Chippewa Valley Symphony Foundation Tr executive salaries →

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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1 program · $36K · in their own filed words · FY2023

01

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

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 39-1839109) · Dispute this line

$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 FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$147K

Ln 12

Investment incomeLn 3$105K

Gifts and grantsLn 1h$43K

Money outPt IX

$44K

Ln 25

Programscol B$36K

Managementcol C$8K

Owns and owesPt X

$876K

net assets · Ln 32

Cash and savingsLn 1–2$8K

Total assetsLn 16$876K

LiabilitiesLn 26$0

PeoplePt VI, VII

10

listed · VII A

PaidVII A0

Voting boardVI 1a10

IndependentVI 1b10

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$43K

Investment incomeLn 3$105K

Gains on assetsLn 7$81K

Total revenueLn 12$147K

Assets in detailPt X, end of year

CashLn 1$8K

Cash and savings togetherLn 1–2$8K

InvestmentsLn 11–13$868K

Total assetsLn 16$876K

LiabilitiesLn 26$0

Net assetsLn 32$876K

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 FY24	End FY24
Cash and savingsLn 1–2	$7K	$8K
InvestmentsLn 11–13	$766K	$868K
Total assetsLn 16	$772K	$876K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$772K	$876K

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	$4K		$4K
Office expensesLn 13	$1K		$1K
Other expenses (24a–d)Ln 24	$54		$54
Total functional expensesLn 25	$44K	$36K	$8K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Nov 18, 2025	$100K	$45K	$55K	$931K	990 PDF
FY2024 ViewingFiled with the IRS Sep 19, 2024	$147K	$44K	$103K	$876K	990 PDF
FY2023Filed with the IRS Jan 30, 2024	$21K	$44K	−$22K	$772K	990 PDF
FY2022Filed with the IRS Apr 10, 2023	$78K	$39K	$39K	$795K	990 PDF
FY2021Filed with the IRS Oct 13, 2021	$245K	$37K	$208K	$756K	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2024 990

Part I · Summary $147,439 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $17,820$42,550

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $3,654$104,889

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $21,474$147,439

I-13 Grants and similar amounts paidPrior year $33,900$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 $9,804$7,894

I-18 Total expensesPrior year $43,704$44,094

I-19 Revenue less expensesPrior year −$22,230$103,345

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 $147,439 across 5 lines filed

VIII-1f All other contributions, gifts and grants$42,550

VIII-1h Total contributions, gifts and grants$42,550

VIII-3 Investment incomeExcluded from tax $24,163$24,163

VIII-7 Net gain or loss on sales of assetsExcluded from tax $80,726$80,726

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $104,889$147,439

Part IX · Statement of functional expenses $44,094 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 $4,365$4,365

IX-13 Office expensesManagement $1,475$1,475

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

IX-25 Total functional expensesPrograms $36,200 · Management $7,894 · Fundraising $0$44,094

Part X · Balance sheet $875,741 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $6,539$7,514

X-11 Publicly traded securitiesStart of year $765,857$868,227

X-16 Total assetsStart of year $772,396$875,741

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $553,477$627,148

X-28 Net assets with donor restrictionsStart of year $218,919$248,593

X-32 Total net assets or fund balancesStart of year $772,396$875,741

X-33 Total liabilities and net assetsStart of year $772,396$875,741

Part XI · Reconciliation of net assets $875,741 net assets at year end

XI-1 Total revenue$147,439

XI-2 Total expenses$44,094

XI-3 Revenue less expenses$103,345

XI-4 Net assets at start of year$772,396

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$875,741

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Chippewa Valley Symphony Foundation Tr FY2024 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