PENINSULA MUSIC FESTIVAL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA MUSIC FESTIVAL INC (EIN 39-1691920)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-23
- IRS object ID
- 201100549349300900
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-23T15:50:43-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schenck SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 23819 | AddressLine1 |
| City | Green Bay | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391691920 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peninsula Music Festival Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PENI | NameControl |
| Phone | 9208544060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 340 | AddressLine1 |
| City | Ephraim | City |
| State | WI | State |
| ZIP Code | 54211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Miller | Name |
| Title | Treasurer | Title |
| Phone | 9208544060 | Phone |
| Date Signed | 2011-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEROY W MATUSZAK | Name |
| Phone | 9204367800 | Phone |
| Date Prepared | 2011-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | William Miller | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 340 | AddressLine1 |
| City | Ephraim | City |
| State | WI | State |
| ZIP Code | 54211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 801470 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MUSICFESTIVAL.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | The Peninsula Music Festival is committed to the presentation of excellent performances by a professional symphony orchestra and the enhancement of music appreciation and education in Door County, Wisconsin. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 112 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 756440 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 604919 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 203755 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 189091 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 368 | InvestmentIncomePriorYear |
| Investment Income Current Year | 300 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9166 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5895 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 969729 | TotalRevenuePriorYear |
| Total Revenue Current Year | 800205 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 160000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 159641 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 118837 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 106339 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 48438 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 546510 | OtherExpensePriorYear |
| Other Expenses Current Year | 512865 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 825347 | TotalExpensesPriorYear |
| Total Expenses Current Year | 778845 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 144382 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 21360 | RevenuesLessExpensesCY |
| Total Assets BOY | 125652 | TotalAssetsBOY |
| Total Assets EOY | 155543 | TotalAssetsEOY |
| Total Liabilities BOY | 36652 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45183 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 89000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 110360 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Peninsula Music Festival is committed to the presentation of excellent performances by a professional symphony orchestra and the enhancement of music appreciation and education in Door County, Wisconsin. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 523573 | Expense |
| Grants | 6500 | Grants |
| Revenue | 190532 | Revenue |
| Description | The Peninsula Music Festival (PMF) finances and presents excellent performances by a professional orchestra of dedicated musicians each summer in Door County, Wisconsin. The PMF presents a broad repertoire, promotes young artists and encourages the appreciation of music. The PMF was founded in 1953 by Lorenz Heise, Kay Wilson, and Thor Johnson and was inspired by the Early Moravian Music Festival. Currently in its 58th year, the PMF presents nine different concerts the first three weeks of August every year featuring musicians representing America's finest orchestras. Each concert features a guest artist of national stature. The PMF is the only fully professional symphony orchestra in Northeast Wisconsin. Victor Yampolsky, head of orchestras for Northwestern University has been the Conductor and Music Director for twenty five years. Additional presentations include winter chamber concerts and radio broadcasts on Wisconsin Public Radio. Additionally, the Festival provides college scholarships and summer music awards. There is also an extensive internship program available in arts administration.Over 6,000 people attend the nine concerts. In the last eighteen years the operating budget of the Festival has grown from $127,000 to almost $700,000. The endowment has grown from $450,000 to $3.3 million in ten years, though the current economy has seen a dip in many orchastra's investments, the conservative strategy by the trustees for long term stability rather than quick growth has paid off for the Festival. The PMF prides itself on focusing on the high quality of the orchestra and operating on a low administrative overhead. In the previous three years, the administrative side of the budget grew at only 1%. This past fiscal year, the administrative expenses actually declined thanks to staff pay freezes and excellent professional management. The endowment has regained much of the loss suffered by the downturn in the economy and every pledge made has been fulfilled. In fact, the board is launching a new endowment campaign to continue to increase the value of the endowment. The Festival did award a college scholarship this past year after taking a year off to protect the value of the scholarship fund and fulfill commitments to previous recipients. The Festival also supported the Gibraltar High School Music Boosters through a donation as well as having the band and choir students raise money by running the concessions at our concerts.The PMF presented nine concerts in three weeks and broadcast five different performances by the Festival throughout the State of Wisconsin on Wisconsin Public Radio. The PMF presented the February Fest - three chamber concerts in three weeks during February that feature members of the orchestra in chamber ensembles. The February Fest keeps the PMF in the public eye during the eleven months from August to August. It also allows audience members to hear the depth of talent in the orchestra by bringing orchestra members back during the "off season" to perform. The audience enjoys hearing the concerts, but also having a chance to get to know orchestra members in a more intimate setting and during a quieter time of year. We also held a benefit with the James Ehnes Trio in February, which raised money for our Wisconsin Public Radio Broadcasts. Cellist Robert DeMaine, a soloist in August 2010 and principal of the Detroit Symphony, conducted a master class for area cello students during his visit to Door County.The Festival operates with no accumulated deficit. The continuing challenges in a tourist area affect the Festival. We again saw strong price sensitivity this year and sold more of our most affordable seats. This resulted in a decrease in ticket income, but almost the same amount of ticket buyers as 2009. Door County experienced many 'first time' visitors who also became first time ticket buyers. This was a very ambitious season for the Festival and we took many artistic risks including the commissioning of a piano concerto by pianist Stewart Goodyear. Mr. Goodyear worked for one year to write a twenty five minute concerto for piano and orchestra. The world premiere was well received and a great accomplishment for the Festival. The PMF Sustaining Committee (our volunteer arm) continues to be the backbone of the organization. Over 100 volunteers provide thousands of hours of service to the organization distributing over 15,000 brochures and posters, picking up guest artists from the airport, providing food for musicians as well as all of the ushers and parking attendants for the concerts.For evaluation purposes, the PMF currently uses a three-phase evaluation system set forth by the League of American Orchestras. The components include Administrative - we look at the organizational structure, board, staff and volunteers as well as marketing and development; Financial - planning and reporting; Artistic - Repertoire, operational and professional development.This was an incredibly challenging year for ticket sales and fundraising. The PMF still achieved its goals and fulfilled its mission thanks to a strong board of directors, a well-trained administrative staff and a great core of volunteers. This trio has provided the financial resources for the Festival to grow where it counts - in the quality of its artistic product and its outreach to the people in the community it serves. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 153141 | Expense |
| Grants | 153141 | Grants |
| Description | Providing operating grants to the Thor Johnson Endowment Trust, a 501(c)(3) organization. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 676714 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kerber Rose & Associates | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9208542379 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10568 Country Walk Lane | AddressLine1 |
| City | Sister Bay | City |
| State | WI | State |
| ZIP Code | 54234 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| David Bell | ||||||
| Orchestra Liaison | 0.50 | X | 0 | 0 | 0 | |
| ORREN BRADLEY | ||||||
| 2ND VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| Norma Bramsen | ||||||
| DIRECTOR | 1.80 | X | 0 | 0 | 0 | |
| Marilyn Peterson | ||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | |
| VIRGINIA EADES | ||||||
| DIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| Bruce MCKEEFREY | ||||||
| PresIDENT | 2.70 | X | 0 | 0 | 0 | X |
| Bill MILLER | ||||||
| TreaSURER | 2.20 | X | 0 | 0 | 0 | X |
| CyNTHIA SARGENT | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| Sue StonE | ||||||
| Secretary | 4.00 | X | 0 | 0 | 0 | X |
| Lee Traven | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DiannE TRENCHARD | ||||||
| dIRECTOR | 2.20 | X | 0 | 0 | 0 | |
| StephaNIE VITTUM | ||||||
| dIRECTOR | 0.90 | X | 0 | 0 | 0 | |
| Jack ZILAVY | ||||||
| 1st Vice President | 0.80 | X | 0 | 0 | 0 | X |
| Sharon Grutzmacher | ||||||
| Executive Director | 40.00 | 59430 | 0 | 2787 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 59430 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2787 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 317282 | RelatedOrganizations |
| All Other Contributions | 287637 | AllOtherContributions |
| Noncash Contributions | 3643 | NoncashContributions |
| Total Contributions | 604919 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Concert Revenues | Description |
| Business Code | 711300 | BusinessCode |
| Total Revenue Column | 189091 | TotalRevenueColumn |
| Related Or Exempt Function Income | 189091 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 189091 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 300 | TotalRevenueColumn |
| Exclusion | $300 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 203 | TotalRevenueColumn |
| Exclusion | $203 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4183 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4183 | TotalRevenueColumn |
| Exclusion | $4,183 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1333 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1265 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68 | TotalRevenueColumn |
| Exclusion | $68 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1441 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1441 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1441 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 800205 | TotalRevenueColumn |
| Related Or Exempt Function Income | 190532 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,754 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153141 | Total |
| Program Services | 153141 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6500 | Total |
| Program Services | 6500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62506 | Total |
| Program Services | 31253 | ProgramServices |
| Management And General | 9376 | ManagementAndGeneral |
| Fundraising | 21877 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33770 | Total |
| Program Services | 14196 | ProgramServices |
| Management And General | 12046 | ManagementAndGeneral |
| Fundraising | 7528 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2904 | Total |
| Program Services | 1287 | ProgramServices |
| Management And General | 862 | ManagementAndGeneral |
| Fundraising | 755 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7159 | Total |
| Program Services | 3372 | ProgramServices |
| Management And General | 1611 | ManagementAndGeneral |
| Fundraising | 2176 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225 | Total |
| Management And General | 225 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19938 | Total |
| Management And General | 19938 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146985 | Total |
| Program Services | 146985 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31820 | Total |
| Program Services | 31820 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40400 | Total |
| Program Services | 27552 | ProgramServices |
| Management And General | 3931 | ManagementAndGeneral |
| Fundraising | 8917 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32890 | Total |
| Program Services | 24191 | ProgramServices |
| Management And General | 4545 | ManagementAndGeneral |
| Fundraising | 4154 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3365 | Total |
| Program Services | 1603 | ProgramServices |
| Management And General | 750 | ManagementAndGeneral |
| Fundraising | 1012 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Festival expenses | 224704 | 224704 | ||
| Miscellaneous | 10601 | 9140 | 1461 | |
| Dues and licenses | 1817 | 856 | 552 | 409 |
| Recognition | 120 | 114 | 6 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778845 | Total |
| Program Services | 676714 | ProgramServices |
| Management And General | 53693 | ManagementAndGeneral |
| Fundraising | 48438 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3831 | BOY |
| EOY | 18922 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23208 | BOY |
| EOY | 41127 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 330 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3491 | BOY |
| EOY | 3226 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7805 | BOY |
| EOY | 6406 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 103142 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87317 | BOY |
| EOY | 85532 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125652 | BOY |
| EOY | 155543 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28329 | BOY |
| EOY | 37056 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8323 | BOY |
| EOY | 8127 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36652 | BOY |
| EOY | 45183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87950 | BOY |
| EOY | 109110 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050 | BOY |
| EOY | 1250 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89000 | BOY |
| EOY | 110360 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125652 | BOY |
| EOY | 155543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 567248 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 756440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 604919 | CurrentTaxYear |
| Total | 2475856 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 308277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 567248 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 756440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 604919 | CurrentTaxYear |
| Total | 2475856 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 966268 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1509588 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2767 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 368 | CurrentTaxYearMinus1Year |
| Current Tax Year | 503 | CurrentTaxYear |
| Total | 6480 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27260 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27621 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19833 | CurrentTaxYear |
| Total | 147211 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1441 | CurrentTaxYear |
| Total | 3762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2633309 | TotalSupport |
| Gross Receipts From Admissions Etc | 972744 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.57330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43340 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103142 | OtherCostOrOtherBasis |
| Depreciation | 17610 | Depreciation |
| Book Value | 85532 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 85532 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Effective October 1, 2009, the Organization adopted the guidance for accounting for uncertainties in income taxes which is part of Accounting Standards Codification (ASC) 740-10. This guidance increases the relevancy and comparability of financial reporting by clarifying the way organizations account for uncertainties in income tax positions taken or expected to be taken. It makes recognition and measurement more consistent as well as offering clear criteria for subsequently recognizing, derecognizing and measuring such tax positions for financial statement purposes. This adoption had no impact on the organization's financial position, changes in net assets or cash flows. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thor Johnson Endowment Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 340 | AddressLine1 |
| City | Ephraim | City |
| State | WI | State |
| ZIP Code | 54211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391791596 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 153141 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Investment grant to supporting organization | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarship | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 6500 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Peninsula Music Festival, Inc. awards a three year, $1,000 per year scholarship each year to a graduating senior who desires to further his or her education in music. The recipient must be an outstanding music student, who has demonstrated his or her ability as a performer and has shown a sustained interest in music-related activities. Also, the student must major or minor in music while attending college. Peninsula Music Festival, Inc. utilizes a spreadsheet to keep track of scholarships awarded to individuals. They track the individuals who are to receive the scholarships, the dates the scholarships are awarded, the due dates of the payments and the dates the payments are made to the individuals. Checks are not written to the scholarship recipients themselves. The checks are written to and mailed to the college that the individual is attending. The Organization also provides grants to Thor Johnson Endowment Trust, a 501(c)(3) organization which is a supporting organization. These are related organizations. The organization's consolidated financial statements are audited at each year-end by an independent accountant. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | During this past fiscal year the organization commissioned a concerto for piano and orchestra from pianist Stewart Goodyear. |
| Form 990, Part VI, Section A, line 4 | The organization's by-laws were amended to add the conflict of interest policy. | |
| Form 990, Part VI, Section B, line 11 | A copy of the Form 990 is e-mailed to all board members along with a Treasurer's Report explaining what to look for and how to interpret this information. The Executive Committee reviews the Form 990 in detail at its meeting. | |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is given to all new employees and new board members and the procedure is reviewed with them. The board annually reviews the conflict of interest policy as part of their annual board assessment. Board members recluse themselves from votes that are a conflict of interest. | |
| Form 990, Part VI, Section B, line 15 | The Executive Committee meets several weeks prior to the end of the fiscal year to discuss the performance of the Executive Director's management of the organization. Strengths and weaknesses are discussed and recommendations made. From these discussions the Board President prepares a written evaluation and submits it, along with a contract for the next fiscal year, to the Executive Director for discussion and approval. The Executive Director gives annual reviews and raises as determined by the board of director's budget to other employees along with their annual contract. | |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and financial statements are made available to the public through the Festival office. These documents are available upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thor Johnson Endowment Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 340 | AddressLine1 |
| City | Ephraim | City |
| State | WI | State |
| ZIP Code | 54211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391791596 | EIN |
| Primary Activities | Provide funds to Peninsula Music Festival, Inc. | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 11a, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Thor Johnson Endowment Trust | |
| B | 153141 |
| Thor Johnson Endowment Trust | |
| C | 317282 |