2017-11-15T11:38:21-06:00 2016-12-31 390758449 Wipfli LLP 10000 Innovation Drive Suite 250 Milwaukee WI 532264837 990 2016-01-01 391049688 Milwaukee World Festival Inc MILW 4142732680 639 E Summerfest Place Milwaukee WI 53202 Don Smiley President/Chief Executive Officer 4142732680 2017-11-15 1 DAVE GLOBIG P01356041 4144319300 2017-11-13 207.250.78.130 2017-11-15 10:43:58 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 51EE487FFA723F16933CF5B8BD3577F2E9FFA893 2016 2017-02-10 21:41:12Z Summerfest Don Smiley 639 E Summerfest Place Milwaukee WI 53202 43525575 0 X www.milwaukeeworldfestival.com X 1965 WI Our mission is to promote an understanding of different ethnic cultures, the histories and traditions of various nationalities, harmony in the community, civic pride and provide a showcase for performing arts, activities and recreation for the public and employment opportunities for the youth of the community. 25 25 2166 400 811393 564777 3496300 4263430 35031640 35462925 81152 113805 2373388 2048500 40982480 41888660 0 0 0 0 7820030 8489738 0 0 557005 34652576 34548601 42472606 43038339 -1490126 -1149679 75370962 95100383 56815735 77690765 18555227 17409618 X The corporation shall be a civic organization not organized for profit but operated exclusively for charitable and educational purposes including in furtherance thereof, the production of an annual festival in the Milwaukee metropolitan area known as Summerfest, the production of other events and ethnic festivals during an annual festival season during the months of May through October of each year, all of the aforementioned activities being directed toward promoting an understanding by members of the general public of different ethnic cultures, educating the general public in the histories and traditions of various nationalities, providing a suitable showcase for the performing arts, providing activities and recreation available to the general public, promoting racial and ethnic harmony in the community, promoting civic pride, and providing employment opportunities for the community's youth. 0 0 23580222 0 32630475 Summerfest is an annual festival in the Milwaukee metropolitan area. It is the World's Largest Music Festival. Total attendance was 760,116 in 2016. 1288849 0 1412739 This category represents seven ethnic and cultural events, seven music concerts and eighteen other events including walks/runs for charity. Total attendance was 459,534 in 2016. 13459 0 71157 This category represents consulting, production, staffing and management services provided to other entities producing events. 13675797 0 5047 This category represents seasonal operating revenues and expenes that are not directly attributed to a specific event. Additionally, it represents other income and expense including general and administrative. 13675797 0 5047 38558327 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 361 0 1 2166 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X Susan Landry 4142732680 639 E Summerfest Place Milwaukee WI 53202 Joanne Bischmann Designee-Harley Davidson Motor Co. 0.40 X 177 0 0 David Casper At-Large Board Member 0.40 X 177 0 0 Alec Fraser Citizen Des.-Milwaukee Cty Exec 0.40 X 177 0 0 Jon Hammes At-Large Board Member 0.40 X 177 0 0 Charles Harvey At-large Board Member 0.40 X 177 0 0 John Hiller At-large Board Member 0.40 X 177 0 0 BILL HURWITZ At-large Board Member 0.40 X 177 0 0 Craig Karmazin At-Large Board Member 0.40 X 177 0 0 Don Layden Citizen Des.-By Mayor of Milwaukee 0.40 X 177 0 0 Martin Matson City of Milwaukee Comptroller 0.40 X 177 0 0 Bruce McDonald At-Large Board Member 0.40 X 177 0 0 H Carl Mueller Term 32017 At-large Board Member 0.40 X 143 0 0 Cory Nettles At-Large Board Member 0.40 X 177 0 0 Paula Pennebaker Citizen Des.-Milwaukee Comm. Council Pres. 0.40 X 177 0 0 Bob Quinn Term 32017 At-large Board Member 0.40 X 143 0 0 Tim Sheehy At-large Board Member 0.40 X 177 0 0 Dave Spano Designated by the UEF Committee 0.40 X 177 0 0 Mary Ellen Stanek At-large Board Member 0.40 X 177 0 0 Laura Timm Designated by Briggs & Stratton 0.40 X 177 0 0 Harris Turer At-Large Board Member 0.40 X 177 0 0 John Warren Designated by the UEF Committee 0.40 X 177 0 0 Greg Wesley At-large Board Member 0.40 X 177 0 0 Mike White At-large Board Member 0.40 X 177 0 0 Tim Witkowiak Designated by the UEF Committee 0.40 X 177 0 0 Jim Wright Designated by Miller Brewing 0.40 X 177 0 0 Ted Kellner Chairman of the Board 0.40 X X 177 0 0 Dan Minahan First Vice President 0.40 X X 177 0 0 Howard Schnoll Second Vice President - Non Voting 0.40 X X 177 0 0 J Michael Lauer Secretary - Non Voting 0.40 X X 320 0 0 Howard Sosoff Treasurer - Non Voting 0.40 X X 267 0 0 Don Smiley President - non voting 45.00 X X 444664 0 383251 Bob Babisch Vice President of Entertainment 45.00 X 196031 0 43509 Frank Nicotera CAO and General Counsel 45.00 X 165757 0 29557 Sue Landry Vice President/CFO 45.00 X 163968 0 28895 Sarah Pancheri Vice President of Sales & Marketing 45.00 X 162304 0 28662 Matt Leibham Controller 45.00 X 127930 0 33187 Gaye Littell Director of New Business Development 45.00 X 119605 0 22694 Matt Groniger Director of Corp Sales & Sponsorship 45.00 X 112729 0 25437 1498463 0 595192 8 0 1 0 MPL Tours Inc 39 West 54th Street New York NY 10019 Artist performances 3120000 Live Nation Touring 9384 Civi Center Drive 4th Floor Beverly Hills CA 90210 Artist performances 1001662 Row Crop LLC PO Box 22359 Nashville TN 37202 Artist Performances 1000000 Ten Point Tours Inc PO Box 340020 Nashville TN 37203 Artist performances 1000000 Stagehands Inc 230 W Wells St 405 Milwaukee WI 53203 Stagehand Services 900266 51 446389 3817041 4263430 Festivals & Other Events 711300 33878174 33878174 Parking Revenue 900099 796637 796637 Consulting & Signs Services 541610 529156 121663 407493 Gifts & Souvenir Sales 453220 187456 187211 245 Advertising 541800 13931 13931 57571 57571 35462925 88314 88314 199146 199146 1584586 738843 0 474075 1584586 264768 1849354 62010 202758 1584586 1187581 750 1120282 42558 67299 -41808 25491 25491 41888660 34119418 811393 2694419 1667491 1415114 105177 147200 5308967 4702201 436126 170640 383695 113106 244993 25596 393448 70641 299767 23040 736137 414913 300281 20943 54190 54190 25000 25000 2142984 2099803 43181 1867271 1802973 3726 60572 355638 7680 347958 79601 29799 49802 2552631 1635065 917566 7492 7492 15376 561 14815 1097736 1097736 5483420 5042669 440751 479810 5876 473934 Entertainer and Product 15859416 15859416 Festival Expenses 2102707 2101300 1407 Equipment and Supplies 1630818 1552086 78732 Staging Expenses 336901 301820 6081 29000 457610 305568 72028 80014 43038339 38558327 3923007 557005 2000 2052 13696981 19460526 8974008 26239380 66192 86019 868384 757867 109500976 62835226 50165979 46665750 983076 1318998 614342 569791 75370962 95100383 1785266 2902402 11553674 31943654 4114728 3059727 34700000 34700000 4662067 5084982 56815735 77690765 X 18555227 17409618 18555227 17409618 75370962 95100383 -1149679 4070 0 X X 0 1 X 1 0 X 2849903 3315446 3272009 3496300 4263430 17197088 2849903 3315446 3272009 3496300 4263430 17197088 7497488 9699600 1597871 1819158 1895756 2125552 1872046 9310383 290368 347286 590614 743188 811393 2782849 29290320 163054637 0.33120 0.33760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3913843 3913843 9506940 1685987 7820953 86895316 55434539 31460777 7866410 5714700 2151710 1318467 1318467 46665750 Deferred rent expense 3713046 Deferred compensation obligation 1371936 5084982 X Part X, Line 2: In order to account for any uncertain tax positions, the Organization determines whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The Organization has recorded no assets or liabilities related to uncertain tax positions. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Don Smiley President - non voting 368594 0 54100 0 21970 0 375672 0 18539 0 838875 0 0 0 Bob Babisch Vice President of Entertainment 187131 0 8900 0 0 0 29725 0 16403 0 242159 0 0 0 Frank Nicotera CAO and General Counsel 157757 0 8000 0 0 0 25084 0 7319 0 198160 0 0 0 Sue Landry Vice President/CFO 156168 0 7800 0 0 0 24670 0 6624 0 195262 0 0 0 Sarah Pancheri Vice President of Sales & Marketing 154504 0 7800 0 0 0 24437 0 6294 0 193035 0 0 0 Matt Leibham Controller 121730 0 6200 0 0 0 19435 0 14848 0 162213 0 0 0 Part I, Line 1a The president of the organization receives two memberships to clubs. The personal use of the clubs is reported as taxable compensation. A Redevelopment Authority of the City of Milwaukee 391186734 60242EJJ1 2010-12-29 25000000 Finance, in part, the South End Project 0 0 0 A 24880104 25000000 1979728 500000 22520272 2013 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 Schedule K, Part III, Line 7: These bonds are not qualified 501(c)3 bonds. They are Midwest Disaster Area, private activity bonds therefore private business use and private security or payment test are not applicable. Form 990, Part VI, Section B, line 11b The 990 is distributed to all members of its governing body for review before filing with the Internal Revenue Service. It is also reviewed by the independent auditing firm. Form 990, Part VI, Section B, line 12c The organization issues a copy of the policy and a questionnaire to each officer, director, trustee or key employee once per year. Form 990, Part VI, Section B, line 15 The organization engaged an independent contractor to establish comparability data in 2015. Each year, that data is updated using the Midwestern CPI. Each employee receives a performance rating. An increase is assigned to each employee based on how close their current salary is to the comparability data and their performance rating. The Personnel Committee of the Board reviews the resulting salary and recommends approval to the full Board of Directors. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are available to the general public upon request. MWF LLC 200 North Harbor Dr Milwaukee WI 53202 800547125 Manage and operate beverage operations on the properties owned by Member WI 3128523 165216 Milwaukee World Festival Inc Summerfest Foundation Inc 200 North Harbor Drive Milwaukee WI 53202 452522052 Perform the functions and carry out the purpose of Milwaukee World Festival WI 501(c)(3) Line 7 Milwaukee World Festival Inc 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 Summerfest Foundation Inc L 104663 Management Agreement