2015-09-29T10:38:48-05:00 2014-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2014-01-01 391049688 MILWAUKEE WORLD FESTIVAL INC MILW 4142732680 200 N HARBOR DR MILWAUKEE WI 53202 DON SMILEY PRESIDENT/CHIEF EXECUTIVE OFFICER 4142732680 2015-09-24 1 DAVE GLOBIG P01356041 4144319300 2015-09-23 2014 2016-03-07 17:11:31Z SUMMERFEST DON SMILEY 200 N HARBOR DR MILWAUKEE WI 53202 40025629 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 2128 400 590614 443274 3315446 3272009 32839348 32997284 32186 19551 1878394 2554091 38065374 38842935 0 0 0 0 8192289 7946573 0 0 448443 29827656 30172151 38019945 38118724 45429 724211 81399268 78807453 62024770 58688009 19374498 20119444 X 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. 0 0 19980883 0 30716394 SUMMERFEST IS AN ANNUAL FESIVAL IN THE MILWAUKEE METROPOLITAN AREA. IT IS THE WORLD'S LARGEST MUSIC FESTIVAL. TOTAL ATTENDANCE WAS 851,879 IN 2014. 947125 0 1173747 THIS CATEGORY REPRESENTS EIGHT ETHNIC AND CULTURAL EVENTS, EIGHT MUSIC CONCERTS AND TWENTY-TWO OTHER EVENTS INCLUDING EIGHT WALKS/RUNS FOR CHARITY. TOTAL ATTENDANCE WAS 503,926 IN 2014. 6885 0 0 THIS CATEGORY REPRESENTS CONSULTING, PRODUCTION, STAFFING AND MANAGEMENT SERVICES PROVIDED TO OTHER ENTITIES PRODUCING EVENTS. 11102454 0 21742 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. 11102454 0 21742 32037347 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 1 321 0 1 2128 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 200 N HARBOR DR MILWAUKEE WI 53202 JOANNE BISCHMANN DESIGNEE-HARLEY DAVIDSON MOTOR CO. 0.40 X 485 0 0 ALEC FRASER CITIZEN DESIGNEE-MILWAUKEE CTY EXEC. 0.40 X 485 0 0 JOHN HILLER AT-LARGE BOARD MEMBER 0.40 X 485 0 0 BILL HURWITZ THRU 314 AT-LARGE BOARD MEMBER 0.40 X 0 0 0 COLIN LANCASTER THRU 314 AT-LARGE BOARD MEMBER 0.40 X 0 0 0 J MICHAEL LAUER AT-LARGE BOARD MEMBER 0.40 X 485 0 0 DON LAYDEN CITIZEN DESIGNEE-MAYOR OF MILWAUKEE 0.40 X 485 0 0 MARTIN MATSON CITY OF MILWAUKEE COMPTROLLER 0.40 X 485 0 0 TIMOTHY MCMURTRY CITIZEN DESIGNEE-MILWAUKEE CC 0.40 X 485 0 0 DAN MINAHAN IMMEDIATE PAST CHAIRMAN 0.40 X 485 0 0 H CARL MUELLER AT-LARGE BOARD MEMBER 0.40 X 485 0 0 BOB QUINN AT-LARGE BOARD MEMBER 0.40 X 485 0 0 HOWARD SCHNOLL AT-LARGE BOARD MEMBER 0.40 X 485 0 0 DAVE SPANO DESIGNATED BY THE UEF COMMITTE 0.40 X 485 0 0 MARY ELLEN STANEK AT-LARGE BOARD MEMBER 0.40 X 485 0 0 LAURA TIMM DESIGNATED BY BRIGGS AND STRATTON 0.40 X 485 0 0 BOB VENABLE AT-LARGE BOARD MEMBER 0.40 X 485 0 0 JOHN WARREN DESIGNATED BY THE UEF COMMITTE 0.40 X 485 0 0 GREG WESLEY AT-LARGE BOARD MEMBER 0.40 X 485 0 0 MIKE WHITE AT-LARGE BOARD MEMBER 0.40 X 485 0 0 TIM WITKOWIAK DESIGNATED BY THE UEF COMMITTE 0.40 X 485 0 0 JIM WRIGHT DESIGNATED BY MILLER BREWING COMPANY 0.40 X 485 0 0 TED KELLNER CHAIRMAN OF THE BOARD 0.40 X X 485 0 0 HOWARD SOSOFF FIRST VICE PRESIDENT 0.40 X X 485 0 0 CHARLES HARVEY 2ND VICE PRESIDENT 0.40 X X 485 0 0 TIM SHEEHY TREASURER 0.40 X X 485 0 0 MARC MAROTTA SECRETARY 0.40 X X 485 0 0 DON SMILEY PRESIDENT/CHIEF EXECUTIVE OFFICER 45.00 X 364313 0 306309 BOB BABISCH VICE PRESIDENT OF ENTERTAINMENT 45.00 X 192379 0 42936 JOHN BOLER CHIEF MARKETING OFFICER 45.00 X 159230 0 40499 SUE LANDRY VICE PRESIDENT/CHIEF FIN. OFFICER 45.00 X 164362 0 29312 FRANK NICOTERA CAO AND GENERAL COUNSEL 45.00 X 148610 0 29207 MATT LEIBHAM CONTROLLER 45.00 X 119802 0 32291 GAYE LITTELL DIRECTOR OF NEW BUSINESS DEVELOPMENT 45.00 X 120175 0 22700 JAMIE GUNN SENIOR DIRECTOR OF IT 45.00 X 117323 0 27212 JOHN WAHLEN DIRECTOR OF IT 45.00 X 105810 0 22885 1504129 0 553351 10 0 1 0 STAGEHANDS INC 230 W WELLS ST 405 MILWAUKEE WI 53203 STAGEHAND SERVICES 947508 MARS FORCE TOUR 10960 WILSHIRE BOULEVARD 5TH FLOOR LOS ANGELES CA 90024 ARTIST PERFORMANCES 933929 HOME GROWN MUSIC INC 101 GARDNER PARK PEACHTREE GA 30269 ARTIST PERFORMANCES 841549 ROW CROP LLC PO BOX 22359 NASHVILLE TN 37202 ARTIST PERFORMANCES 835000 LIVE NATION LGTOURS USA LLC 9348 CIVIC CENTRE DRIVE BEVERLY HILLS CA 90210 ARTIST PERFORMANCES 710120 55 3272009 3272009 FESTIVALS & OTHER EVENTS 711300 31669456 31669456 PARKING REVENUE 900099 743444 8525 734919 CONSULTING & SIGNS SERVICES 541610 306404 125379 181025 GIFTS & SOUVENIR SALES 453220 192814 192814 ADVERTISING 541800 41792 41792 0 43374 43374 32997284 46797 46797 206547 206547 1642412 677425 0 437293 1642412 240132 1882544 65149 174983 1642412 718155 726289 19112 -8134 -19112 -27246 -27246 CONSTRUCTION EASEMENT 900099 465000 465000 465000 38842935 31911883 590614 3068429 1492183 1218578 149218 124387 5000836 4273826 581278 145732 340001 318141 21860 355989 43173 286145 26671 757564 414920 318291 24353 36989 36989 28400 28400 1357538 1349177 8361 1784462 1717725 2182 64555 389560 1029 388531 86382 15621 70761 2506177 1636013 870164 8155 8155 25806 25806 1152625 1152625 5252986 4687701 565285 534655 534655 ENTERTAINER AND PRODUCT 12884878 12884878 FESTIVAL EXPENSES 2406084 2298056 108028 EQUIPMENT AND SUPPLIES 1190498 1082019 108479 STAGING EXPENSES 162778 162778 364178 251853 71440 40885 38118724 32037347 5632934 448443 4001 3000 11030538 14651665 14527439 10477414 131154 109444 1289052 937938 106142977 54960885 53139206 51182092 0 787129 1277878 658771 81399268 78807453 2313322 3281698 14969394 11232035 6154728 5144728 34700000 34700000 3887326 4329548 62024770 58688009 X 19374498 20119444 19374498 20119444 81399268 78807453 724211 20735 0 X X 0 1 X 1 0 X 2038672 3794542 2849903 3315446 3272009 15270572 2038672 3794542 2849903 3315446 3272009 15270572 5983990 9286582 1692705 1654507 1597871 1819158 1895756 8659997 119718 292179 290368 347286 590614 1640165 25570734 146045428 0.36320 0.43770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3913843 3913843 4508439 798036 3710403 87157426 47412731 39744695 8535631 6750118 1785513 2027638 2027638 51182092 DEFERRED RENT EXPENSE 3492137 DEFERRED COMPENSATION OBLIGATION 837411 4329548 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. TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011, AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DON SMILEY PRESIDENT/CHIEF EXECUTIVE OFFICER 350797 0 0 0 13516 0 301732 0 9403 0 675448 0 0 0 BOB BABISCH VICE PRESIDENT OF ENTERTAINMENT 175179 0 17200 0 0 0 29124 0 16943 0 238446 0 0 0 JOHN BOLER CHIEF MARKETING OFFICER 144430 0 14800 0 0 0 24437 0 18620 0 202287 0 0 0 SUE LANDRY VICE PRESIDENT/CHIEF FIN. OFFICER 149362 0 15000 0 0 0 24735 0 6861 0 195958 0 0 0 FRANK NICOTERA CAO AND GENERAL COUNSEL 135010 0 13600 0 0 0 22381 0 9052 0 180043 0 0 0 MATT LEIBHAM CONTROLLER 108802 0 11000 0 0 0 18216 0 15067 0 153085 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 PROJECCT 0 0 0 A 19855272 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 3486617 85488 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 108654 COST