2016-09-27T17:17:17-05:00 2015-12-31 390758449 Wipfli LLP 10000 Innovation Drive Suite 250 Milwaukee WI 532264837 990 2015-01-01 391049688 Milwaukee World Festival Inc MILW 4142732680 639 E Summerfest Place Milwaukee WI 53202 Don Smiley President/Chief Executive Officer 4142732680 2016-09-27 1 DAVE GLOBIG P01356041 4144319300 2016-09-27 2015 2017-02-10 21:41:12Z X Summerfest Don Smiley 639 E Summerfest Place Milwaukee WI 53202 41940122 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 2148 400 743188 521178 3272009 3496300 32997284 35031640 19551 81152 2554091 2373388 38842935 40982480 0 0 0 0 7946573 7820030 0 0 475837 30172151 34652576 38118724 42472606 724211 -1490126 78807453 75370962 58688009 56815735 20119444 18555227 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 23944181 0 32746678 Summerfest is an annual festival in the Milwaukee metropolitan area. It is the World's Largest Music Festival. Total attendance was 772,652 in 2015. 811815 0 993464 This category represents seven ethnic and cultural events, three music concerts and nineteen other events including eight walks/runs for charity. Total attendance was 452,178 in 2015. 17136 0 500 This category represents consulting, production, staffing and management services provided to other entities producing events. 13176497 0 24032 13176497 24032 37949629 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 1 491 0 1 2148 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 217 0 0 Alec Fraser Citizen Des.-Milwaukee Cty Exec. 0.40 X 217 0 0 John Hiller At-large Board Member 0.40 X 217 0 0 BILL HURWITZ At-large Board Member 0.40 X 217 0 0 J Michael Lauer At-large Board Member 0.40 X 217 0 0 Don Layden Citizen Des.-By Mayor of Milwaukee 0.40 X 217 0 0 Martin Matson City of Milwaukee Comptroller 0.40 X 32 0 0 Bruce McDonald At-Large Board Member 0.40 X 217 0 0 Timothy McMurtry Citizen Des.-Milwaukee Comm. Council 0.40 X 0 0 0 Dan Minahan Immediate Past Chairman 0.40 X 217 0 0 H Carl Mueller At-large Board Member 0.40 X 217 0 0 Cory Nettles At-Large Board Member 0.40 X 217 0 0 Paula Pennebaker Citizen Des.-Milwaukee Comm. Council 0.40 X 217 0 0 Bob Quinn At-large Board Member 0.40 X 217 0 0 Howard Schnoll At-large Board Member 0.40 X 217 0 0 Dave Spano Designated by the UEF Committee 0.40 X 217 0 0 Mary Ellen Stanek At-large Board Member 0.40 X 217 0 0 Laura Timm Designated by Briggs and Stratton 0.40 X 217 0 0 Bob Venable At-large Board Member 0.40 X 0 0 0 John Warren Designated by the UEF Committee 0.40 X 217 0 0 Greg Wesley At-large Board Member 0.40 X 217 0 0 Mike White At-large Board Member 0.40 X 217 0 0 Tim Witkowiak Designated by the UEF Committee 0.40 X 217 0 0 Jim Wright Designated by Miller Brewing Co. 0.40 X 217 0 0 Ted Kellner Chairman of the Board 0.40 X X 217 0 0 Howard Sosoff First Vice President 0.40 X X 217 0 0 Charles Harvey 2nd Vice President 0.40 X X 217 0 0 Tim Sheehy Treasurer 0.40 X X 217 0 0 Marc Marotta Secretary 0.40 X X 0 0 0 Don Smiley President/Chief Executive 45.00 X 457251 0 243105 Bob Babisch Vice President of Entertainment 45.00 X 202357 0 44976 Sue Landry Vice President/Chief Fin. 45.00 X 164362 0 29487 John Boler Chief Marketing Officer 45.00 X 132515 0 36850 Frank Nicotera CAO and General Counsel 45.00 X 149497 0 29511 Matt Leibham Controller 45.00 X 128891 0 34199 Gaye Littell Director of New Business Development 45.00 X 120903 0 22983 Robert Gosse Director of Design & Construction 45.00 X 103358 0 30156 Matt Groniger Director of Corp Sales & Sponsorship 45.00 X 106763 0 25294 1571354 0 496561 9 0 1 0 AEG Live LLC 5750 Wilshire Blvd Los Angeles CA 90036 Artist performances 3098267 JH Findorff & Sons 300 S Bedford Street Madison WI 53703 Construction Services 2162251 Home Grown Music Inc 101 Gardner Park Peachtree GA 30269 Artist Performances 1361280 Staff Electric PO Box 917 Butler WI 53007 Construction Services 1101699 Stagehands Inc 230 W Wells St 405 Milwaukee WI 53203 Stagehand Services 867704 43 72101 3424199 3496300 Festivals & Other Events 711300 33518254 33517666 588 Parking Revenue 900099 788266 788266 Consulting & Signs Services 541610 470970 131421 339549 Gifts & Souvenir Sales 453220 172186 172186 Advertising 541800 27862 27862 54102 54102 35031640 85652 85652 447891 447891 1592009 749653 0 485165 1592009 264488 1856497 61485 203003 1592009 467977 472477 -4500 -4500 -4500 Construction Easement 900099 69000 69000 69000 40982480 33764674 743188 2978318 1325724 1027332 177980 120412 4989431 4440985 394457 153989 365460 110530 231832 23098 415399 122045 269072 24282 724016 412997 291071 19948 28194 28194 25000 25000 2055644 1893505 162139 1694933 1619612 3209 72112 361225 14564 346661 122992 20782 102210 2521179 1635459 885720 5987 5388 599 16408 1548 14860 1127393 1127393 5379688 4969635 410053 452170 452170 Entertainer and Product 16486494 16486494 Festival Expenses 1911429 1909605 1824 Equipment and Supplies 1757382 1586366 171016 Staging Expenses 299078 292592 6486 407380 272797 72587 61996 42472606 37949629 4047140 475837 3000 2000 14651665 13696981 10477414 8974008 109444 66192 937938 868384 110172247 60006268 51182092 50165979 787129 983076 658771 614342 78807453 75370962 3281698 1785266 11232035 11553674 5144728 4114728 34700000 34700000 4329548 4662067 58688009 56815735 X 20119444 18555227 20119444 18555227 78807453 75370962 -1490126 -74091 0 X X 0 1 X 1 0 X 3794542 2849903 3315446 3272009 3496300 16728200 3794542 2849903 3315446 3272009 3496300 16728200 7245726 9482474 1654507 1597871 1819158 1895756 2125552 9092844 292179 290368 347286 590614 743188 2263635 28084679 155312725 0.33760 0.36320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3913843 3913843 9498598 1191277 8307321 87146296 51670937 35475359 9178768 7144054 2034714 434742 434742 50165979 Deferred rent expense 3626053 Deferred compensation obligation 1036014 4662067 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/Chief Executive 373342 0 70300 0 13609 0 238353 0 11623 0 707227 0 0 0 Bob Babisch Vice President of Entertainment 193657 0 8700 0 0 0 30633 0 17528 0 250518 0 0 0 Sue Landry Vice President/Chief Fin. 156762 0 7600 0 0 0 24735 0 7081 0 196178 0 0 0 John Boler Chief Marketing Officer 132515 0 0 0 0 0 20378 0 18905 0 171798 0 0 0 Frank Nicotera CAO and General Counsel 142597 0 6900 0 0 0 22509 0 9424 0 181430 0 0 0 Matt Leibham Controller 122891 0 6000 0 0 0 19592 0 15678 0 164161 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 20885273 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 11 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. No contract, transaction or other matter between the Corporation and any corporation, firm, association, or entity in which a Director of the Corporation is a director, officer, employee, or has a material financial interest, shall be either void or voidable because of such relationship or interest or because such common or interested Director is present at the meeting of the Board of Directors or a committee thereof which authorizes, approves or ratifies such contract, transaction, or other matter, if (i) the fact of such relationship or interest is disclosed or known to the Board of Directors or committee which authorizes, approves or ratifies the contract, transaction, or other matter; (ii) the common or interested Director shall not vote when the Board of Directors or committee authorizes, approves or ratifies such contract, transaction, or other matter by vote or written consent; and (iii) the contract, transaction, or other matter is fair and reasonable to the Corporation. Form 990, Part VI, Section B, line 15 The organization engaged an independent contractor to establish comparability data in 2012. 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 public upon request from the office of the organization. MWF LLC 200 North Harbor Dr Milwaukee WI 53202 800547125 Manage and operate beverage operations on the properties owned by Member WI 2848700 65567 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 111421 Management Agreement