PENINSULA MUSIC FESTIVAL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA MUSIC FESTIVAL INC (EIN 39-1691920)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2011-12-15
- IRS object ID
- 201113499349300011
- Schema version
- 2010v3.4
- 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 | 2011-12-15T10:26:16-06:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | 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 | 2010-10-01 | 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 | 2011-11-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEROY W MATUSZAK | Name |
| Phone | 9204367800 | Phone |
| Date Prepared | 2011-11-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 826379 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| 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, INC. 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 | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 112 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 604919 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 612718 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 189091 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 207921 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 300 | InvestmentIncomePriorYear |
| Investment Income Current Year | 629 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5895 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2977 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 800205 | TotalRevenuePriorYear |
| Total Revenue Current Year | 824245 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 159641 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 157758 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 106339 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 114752 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 45143 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 512865 | OtherExpensePriorYear |
| Other Expenses Current Year | 516227 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 778845 | TotalExpensesPriorYear |
| Total Expenses Current Year | 788737 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 21360 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 35508 | RevenuesLessExpensesCY |
| Total Assets BOY | 155543 | TotalAssetsBOY |
| Total Assets EOY | 189664 | TotalAssetsEOY |
| Total Liabilities BOY | 45183 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43796 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 110360 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 145868 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PENINSULA MUSIC FESTIVAL, INC. 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 | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 528623 | Expense |
| Grants | 2500 | Grants |
| Revenue | 207921 | Revenue |
| Description | THE PENINSULA MUSIC FESTIVAL, INC. (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 59TH 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 NORTHWESTERN UNIVERSITY'S ORCHESTRA, HAS BEEN THE CONDUCTOR AND MUSIC DIRECTOR FOR 26 YEARS. ADDITIONAL PRESENTATIONS INCLUDE WINTER CHAMBER CONCERTS AND RADIO BROADCASTS ON WISCONSIN PUBLIC RADIO. ADDITIONALLY, THE PMF PROVIDES COLLEGE SCHOLARSHIPS AND SUMMER MUSIC AWARDS. THERE IS ALSO AN EXTENSIVE INTERNSHIP PROGRAM AVAILABLE IN ARTS ADMINISTRATION. OVER 6,000 PEOPLE ATTENDED THE NINE CONCERTS. IN THE LAST 19 YEARS, THE OPERATING BUDGET OF THE PMF HAS GROWN FROM $127,000 TO NEARLY $700,000. THE ENDOWMENT HAS GROWN FROM $450,000 TO MORE THAN $3.6 MILLION IN 11 YEARS, AND ALTHOUGH THE CURRENT ECONOMY HAS SEEN A DIP IN THE VALUE OF INVESTMENTS, THE CONSERVATIVE STRATEGY SET BY THE TRUSTEES THAT STRESSES LONG-TERM STABILITY RATHER THAN QUICK GROWTH HAS PAID OFF FOR THE PMF. THE PMF PRIDES ITSELF ON FOCUSING ON THE HIGH QUALITY OF THE ORCHESTRA AND OPERATING WITH LOW ADMINISTRATIVE OVERHEAD. IN THE PREVIOUS FOUR YEARS, THE ADMINISTRATIVE PORTION OF THE BUDGET ONLY GREW AT A RATE OF 1%. THE ENDOWMENT HAS REGAINED MUCH OF THE LOSS SUFFERED BY THE DOWNTURN IN THE ECONOMY AND EVERY PLEDGE MADE BY DONORS HAS BEEN FULFILLED. THROUGH THE EFFORTS OF THE BOARD OF DIRECTORS, A VERY LARGE CONTRIBUTION TO THE ENDOWMENT WAS SECURED THIS YEAR AND ANOTHER PRINCIPAL CHAIR WAS ENDOWED. THE PMF AWARDED A COLLEGE SCHOLARSHIP THIS PAST YEAR AND NUMEROUS MUSIC AWARDS TO ENCOURAGE MUSIC STUDENTS TO ATTEND CAMPS AND TAKE PRIVATE LESSONS. THE PMF 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 DOOR COUNTY STRING ACADEMY ALSO WORKED THE CONCESSIONS. THE PMF PRESENTED NINE CONCERTS IN THREE WEEKS AND ALSO RELEASED A DVD WITH THE ENTIRE STEWART GOODYEAR PIANO CONCERTO, WHICH WAS COMMISSIONED THE PREVIOUS YEAR. THE PMF WAS ALSO FEATURED WORLD-WIDE ON CLASSICAL MUSIC DISCOVERIES. THE PMF PRESENTED FEBRUARY FEST, WHICH WAS TWO CHAMBER CONCERTS DURING FEBRUARY THAT FEATURED MEMBERS OF THE ORCHESTRA IN CHAMBER ENSEMBLES. FEBRUARY FEST KEEPS THE PMF IN THE PUBLIC EYE DURING THE 11 MONTHS FROM SEPTEMBER TO AUGUST. IT ALSO ALLOWS AUDIENCE MEMBERS TO HEAR THE DEPTH OF TALENT IN THE ORCHESTRA BY BRINGING ORCHESTRA MEMBERS BACK DURING THE OFFSEASON TO PERFORM. THE AUDIENCE ENJOYS HEARING THE CONCERTS, AS WELL AS HAVING A CHANCE TO BECOME FAMILIAR WITH THE ORCHESTRA MEMBERS IN A MORE INTIMATE SETTING AND DURING THE QUIET TIME OF THE YEAR. THE PMF OPERATES WITH NO ACCUMULATED DEFICIT. THE CONTINUING CHALLENGES IN THE TOURIST AREA AFFECT THE PMF, HOWEVER, THROUGH A WELL ORGANIZED MARKETING PLAN, THE PMF SAW A 9% INCREASE IN TICKET SALES OVER THE PREVIOUS YEAR. THE PMF WORKED WITH THE ROADS SCHOLAR PROGRAM (FORMERLY ELDER HOSTEL) TO PRESENT A ONE-WEEK PROGRAM ON THE HISTORY AND WORKINGS OF THE PMF. 21 TRAVELERS PARTICIPATED IN THE PROGRAM. THIS PROGRAM HAS BEEN BOOKED FOR 2012, AND THE PMF HOPES TO DOUBLE THE NUMBER OF PARTICIPANTS. 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 BY DISTRIBUTING OVER 15,000 BROCHURES AND POSTERS, PICKING UP GUEST ARTISTS FROM THE AIRPORT, PROVIDING FOOD FOR MUSICIANS, AND WORKING AS 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. THOUGH THE ECONOMY CONTINUES TO CHALLENGE US, THE PMF HAD AN AMAZING YEAR. 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 PMF TO GROW WHERE IT COUNTS - IN THE QUALITY OF ITS ARTISTIC PRODUCT AND ITS OUTREACH TO THE PEOPLE IN THE COMMUNITY IT SERVES. 2012 WILL BE THE 60TH SEASON OF THE PMF, WHICH PROMISES TO BE A GREAT CELEBRATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 155258 | Expense |
| Grants | 155258 | 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 | 683881 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 | 5 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 LINE | AddressLine1 |
| City | SISTER BAY | City |
| State | WI | State |
| ZIP Code | 54234 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BRUCE MCKEEFRY | ||||||
| PRESIDENT | 3.50 | X | X | 0 | 0 | 0 |
| JACK ZILAVY | ||||||
| 1ST VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ORREN BRADLEY | ||||||
| 2ND VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM MILLER | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| SUE STONE | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| JOHN PELLEGRINO | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| NORMA BRAMSEN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARILYN PETERSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| VIRGINIA EADES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA SARGENT | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DIANE TRENCHARD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STEPHANIE VITTUM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| CHALLONER BROWN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JUNE MAEDER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SHARON GRUTZMACHER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 59910 | 0 | 3065 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 59910 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3065 | 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 | 318016 | RelatedOrganizations |
| All Other Contributions | 294702 | AllOtherContributions |
| Noncash Contributions | 18476 | NoncashContributions |
| Total Contributions | 612718 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCERT REVENUE | Description |
| Business Code | 711300 | BusinessCode |
| Total Revenue Column | 207921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 207921 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 207921 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 629 | TotalRevenueColumn |
| Exclusion | $629 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171 | TotalRevenueColumn |
| Exclusion | $171 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2402 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2402 | TotalRevenueColumn |
| Exclusion | $2,402 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1662 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2134 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -472 | TotalRevenueColumn |
| Exclusion | -$472 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 876 | TotalRevenueColumn |
| Exclusion | $876 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 876 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 824245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 207921 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,606 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155258 | Total |
| Program Services | 155258 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2500 | Total |
| Program Services | 2500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66514 | Total |
| Program Services | 33258 | ProgramServices |
| Management And General | 9976 | ManagementAndGeneral |
| Fundraising | 23280 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37528 | Total |
| Program Services | 16696 | ProgramServices |
| Management And General | 12820 | ManagementAndGeneral |
| Fundraising | 8012 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1126 | Total |
| Program Services | 501 | ProgramServices |
| Management And General | 385 | ManagementAndGeneral |
| Fundraising | 240 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3488 | Total |
| Program Services | 1652 | ProgramServices |
| Management And General | 853 | ManagementAndGeneral |
| Fundraising | 983 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6096 | Total |
| Program Services | 2926 | ProgramServices |
| Management And General | 1347 | ManagementAndGeneral |
| Fundraising | 1823 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22570 | Total |
| Management And General | 22570 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121350 | Total |
| Program Services | 121350 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33418 | Total |
| Program Services | 33418 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41521 | Total |
| Program Services | 31621 | ProgramServices |
| Management And General | 5513 | ManagementAndGeneral |
| Fundraising | 4387 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32440 | Total |
| Program Services | 23677 | ProgramServices |
| Management And General | 4663 | ManagementAndGeneral |
| Fundraising | 4100 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1377 | Total |
| Program Services | 661 | ProgramServices |
| Management And General | 304 | ManagementAndGeneral |
| Fundraising | 412 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3230 | Total |
| Program Services | 1593 | ProgramServices |
| Management And General | 695 | ManagementAndGeneral |
| Fundraising | 942 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| ORCHESTRA/FESTIVAL EXPE | 243939 | 243939 | ||
| MISCELLANEOUS | 11369 | 11318 | 51 | |
| DUES AND LICENSES | 2658 | 1276 | 795 | 587 |
| RECOGNITION | 2355 | 2237 | 118 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 788737 | Total |
| Program Services | 683881 | ProgramServices |
| Management And General | 59713 | ManagementAndGeneral |
| Fundraising | 45143 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18922 | BOY |
| EOY | 25419 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41127 | BOY |
| EOY | 37245 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330 | BOY |
| EOY | 1100 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3226 | BOY |
| EOY | 2188 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6406 | BOY |
| EOY | 9719 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 103141 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20839 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85532 | BOY |
| EOY | 82302 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 31691 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155543 | BOY |
| EOY | 189664 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37056 | BOY |
| EOY | 22146 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8127 | BOY |
| EOY | 21650 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45183 | BOY |
| EOY | 43796 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109110 | BOY |
| EOY | 114177 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1250 | BOY |
| EOY | 31691 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110360 | BOY |
| EOY | 145868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155543 | BOY |
| EOY | 189664 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 35508 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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 | 238972 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 567248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 756440 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 604919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 609546 | CurrentTaxYear |
| Total | 2777125 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 238972 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 567248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 756440 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 604919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 609546 | CurrentTaxYear |
| Total | 2777125 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 326709 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2450416 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 368 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 503 | CurrentTaxYearMinus1Year |
| Current Tax Year | 800 | CurrentTaxYear |
| Total | 5056 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36207 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27260 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19833 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21564 | CurrentTaxYear |
| Total | 132485 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1621 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 144 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1441 | CurrentTaxYearMinus1Year |
| Current Tax Year | 876 | CurrentTaxYear |
| Total | 4219 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2918885 | TotalSupport |
| Gross Receipts From Admissions Etc | 973129 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57330 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3402948 | BeginningOfYearBalance |
| Contributions | 360306 | Contributions |
| Investment Earnings Or Losses | 48175 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 162758 | GrantsOrScholarships |
| End Of Year Balance | 3648671 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3324555 | BeginningOfYearBalance |
| Contributions | 18750 | Contributions |
| Investment Earnings Or Losses | 223784 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 164141 | GrantsOrScholarships |
| End Of Year Balance | 3402948 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3363038 | BeginningOfYearBalance |
| Contributions | 220305 | Contributions |
| Investment Earnings Or Losses | 82324 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 341112 | GrantsOrScholarships |
| End Of Year Balance | 3324555 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04050 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19850 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103141 | OtherCostOrOtherBasis |
| Depreciation | 20839 | Depreciation |
| Book Value | 82302 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82302 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUND IS ADMINISTERED BY THE THOR JOHNSON ENDOWMENT TRUST (A RELATED ORGANIZATION) FOR THE PENINSULA MUSIC FESTIVAL, INC. THE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE MISSION OF THE PENINSULA MUSIC FESTIVAL, INC. DISTRIBUTIONS FROM THESE FUNDS ARE ORDINARILY MADE ANNUALLY TO THE ORGANIZATIONS PER APPROVED APPROPRIATION BY THE BOARD OF DIRECTORS. IT IS THE REQUIREMENT OF THE TRUST THAT THE ORGANIZATIONS RETAIN 5% OF THE RETURNS TO ALLOW ITS ENDOWMENT FUND TO GROW AT AN AVERAGE OF 8% ANNUALLY. THIS IS CONSISTENT WITH THE ORGANIZATIONS' OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURN. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | PENINSULA MUSIC FESTIVAL, INC. AND THOR JOHNSON ENDOWMENT TRUST ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS' TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATIONS QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2). THE ORGANIZATIONS ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATIONS HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED SEPTEMBER 30, 2011. THE ORGANIZATIONS' FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. |
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 | 155258 | AmountOfCashGrant |
| Purpose Of Grant | INVESTMENT GRANT TO SUPPORTING ORGANIZATION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
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 ORGANIZATION PROVIDES GRANTS TO THE THOR JOHNSON ENDOWMENT TRUST, A 501(C)(3) ORGANIZATION THAT IS A SUPPORTING AND RELATED ORGANIZATION. THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS ARE AUDITED AT EACH YEAR-END BY AN INDEPENDENT ACCOUNTANT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS E-MAILED TO ALL BOARD MEMBERS, ALONG WITH A TREASURER'S REPORT EXPLAINING WHAT TO REVIEW AND HOW TO INTERPRET THE INFORMATION. THE EXECUTIVE COMMITTEE REVIEWS FORM 990 IN DETAIL AT ITS JANUARY MEETING. | |
| THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES AND NEW BOARD MEMBERS AND THE POLICIES ARE REVIEWED WITH THEM. THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY AS PART OF THEIR ANNUAL BOARD ASSESSMENT. BOARD MEMBERS RECUSE THEMSELVES FROM VOTES IF A CONFLICT OF INTEREST IS PRESENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE MEETS PRIOR TO THE END OF THE FISCAL YEAR TO DISCUSS THE EXECUTIVE DIRECTOR'S PERFORMANCE FOR THE YEAR. THE COMMITTEE DISCUSSES THE EXECUTIVE DIRECTOR'S STRENGTHS AND WEAKNESSES, AND RECOMMENDS A SALARY FOR THE FOLLOWING YEAR. AFTER THE DISCUSSION, THE BOARD PRESIDENT PREPARES A WRITTEN EVALUATION AND SUBMITS IT, ALONG WITH A CONTRACT, TO THE EXECUTIVE DIRECTOR FOR DISCUSSION AND APPROVAL. FOR OTHER EMPLOYEES, THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW, AND THEIR ANNUAL COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS AS THEY SET THE ANNUAL BUDGET FOR THE UPCOMING YEAR. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL DOCUMENTS ARE AVAILABLE AT THE FESTIVAL OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 |
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 GRANTS 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 |
| Controlled Org | 0 | ControlledOrg |
| 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 |