2014-09-29T17:46:40-05:00 2013-12-31 391658905 Coleman & Williams Ltd 7127 N Green Bay Avenue Milwaukee WI 53209 990 2013-01-01 391049688 Milwaukee World Festival Inc MILW 4142732680 200 N Harbor Dr Milwaukee WI 532025901 Don Smiley President 4142732680 2014-09-29 1 William B Coleman P00640540 4142780170 2013 2015-11-30 17:44:51Z Summerfest Don Smiley 200 N Harbor Dr Milwaukee WI 53202 38605980 0 X www.summerfest.com X 1968 WI 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. 25 25 2324 400 347285 261780 2849903 3315446 27897166 32839348 -17819 32186 1674150 1878394 32403400 38065374 0 0 0 0 7719892 8192289 0 0 428960 27600262 29827656 35320154 38019945 -2916754 45429 83895358 81399268 64641236 62024770 19254122 19374498 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 18398207 0 33496385 Summerfest is an annual festival in the Milwaukee metropolitan area. It is the World's Largest Music Festival. Total attendance was 840,356 in 2013. 2906003 0 5033443 This category represents eight ethnic and cultural events, seven music concerts and twenty-two other events including six walks/runs for charity. Total attendance was 642,416 in 2013. 0 0 11250 This category represents consulting, production, staffing and management services provided to other entities producing events. 10937904 48081 This category represents seasonal operating revenues and expenses that are not directly attributed to a specific event. Additionally, it represents other income and expense including general and administrative. 10937904 48081 32242114 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 0 0 0 1 350 0 1 2324 1 1 1 0 0 0 1 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 Howard Schnoll At-Large Board Member 0.40 X X 0 0 543 Dan Minahan Immediate Past Chairman, non voting 0.40 X X 0 0 543 Ted Kellner Chairman of the Board 0.40 X X 0 0 543 Howard Sosoff First Vice President 0.40 X X 0 0 543 Greg Wesley At-Large Board Member 0.40 X 0 0 543 Mike White At-Large Board Member 0.40 X 0 0 543 Dave Spano Designee- Utd Ethnic Fest 0.40 X 0 0 543 Tim Witkowiak Designee- Utd Ethnic Fest 0.40 X 0 0 543 Joanne Bischmann Designee- Harley-Davidson 0.40 X 0 0 543 Charles Harvey Second Vice President 0.40 X 0 0 543 John Hiller At-Large Board Member 0.40 X 0 0 543 Bill Hurwitz At-Large Board Member 0.40 X 0 0 543 Colin Lancaster At-Large Board Member 0.40 X 0 0 543 J Michael Lauer At-Large Board Member 0.40 X 0 0 543 Don Layden Citizen Designee- Mayor 0.40 X 0 0 543 Marc Marotta Secretary- Non Voting 0.40 X X 0 0 543 Timothy McMurtry Citizen Designee-Milw.CC Pres. 0.40 X 0 0 543 Martin Matson Comptroller- City of Milw 0.40 X 0 0 543 H Carl Mueller At-Large Board Member 0.40 X 0 0 543 Bob Quinn At-Large Board Member 0.40 X 0 0 543 Alexander Fraser Citizen Designee-Milw. County 0.40 X 0 0 543 Tim Sheehy Treasurer-non voting 0.40 X X 0 0 543 John Warren Designee- Utd Ethnic Festi 0.40 X 0 0 543 Bob Venable At-Large Board Member 0.40 X 0 0 543 Don Smiley President- Non voting 45.00 X X 420013 0 380013 Laura Timm Designee - Briggs & Stratton 0.40 X 0 0 543 Jim Wright Designee - Miller Brewing Company 0.40 X 0 0 543 Bob Babisch V.P Entertainment 45.00 X 181620 0 44804 Sue Landry V.P /CFO 45.00 X 161177 0 31311 John Boler V.P Sales and Mktg 45.00 X 150090 0 38972 Frank Nicotera CAO and General Counsel 45.00 X 122933 0 25362 Gaye Littell Director- New Business Dev 45.00 X 116046 0 23116 Matt Leibham Controller 45.00 X 116632 0 37563 John Wahlen Director of IT 45.00 X 114856 0 26849 1383367 0 622108 8 0 1 0 Eagles Touring Co II 21731 Ventura Blvd 300 Woodland Hills CA 91364 Artist performances 1422206 Beer Capitol 4602 Solution Center Chicago IL 60677 Supplier 1175210 Stagehands Inc 230 West Wells Street 405 Milwaukee WI 53203 Stagehand Services 1034138 Tom Petty & The Heartbreakers Tours Inc 15260 Ventura Blvd Suite 2100 Sherman Oaks CA 91403 Artist performances 992500 Clearwing Productions Inc 11101 W Mitchell St West Allis WI 53214 Artist performances 788232 41 3315446 3315446 Festivals & Other Events 711300 31767594 31767594 Parking Revenues 900099 661033 4892 656141 Gifts & Souvenir sale 453220 215117 215117 Consulting & Signs Services 541610 175471 164221 11250 Advertising 541800 41792 41792 -21659 -21659 32839348 34290 34290 192087 192087 1592781 617308 0 523782 1592781 93526 1686307 14400 79126 1592781 14720 16824 -2104 -2104 -2104 38065374 32153721 347285 2248922 1090574 857273 109057 124244 148944 141497 7447 5408947 4721450 547715 139782 348342 327375 20967 387099 67983 293651 25465 808383 511859 277996 18528 60006 60006 26015 26015 81051 81051 1884536 1757794 46249 80493 255562 255562 101530 16605 84925 2487949 1643131 844818 14169 14169 10776 10776 1169154 1169154 5371869 4794696 577173 478519 478519 Entertainer and Product 11527175 11527175 Festival Expenses 3565267 3525221 40046 Site Setup and Maintena 1260564 1250214 10350 Equipment and Supplies 1167216 1089318 77898 366298 256847 89970 19481 38019945 32242114 5348871 428960 3000 4001 6865893 11030538 17513939 14527439 83053 131154 1046506 1289052 103046107 49906901 57393174 53139206 989793 1277878 83895358 81399268 2350059 2313322 17110452 14969394 41849728 40854728 3330997 3887326 64641236 62024770 X 19254122 19374498 19254122 19374498 83895358 81399268 45429 74946 0 X X 0 1 X 1 0 X 1963358 2038672 3794542 2849903 3315446 13961921 1963358 2038672 3794542 2849903 3315446 13961921 3471917 10490004 1888867 1513841 1485478 1430128 1629071 7947385 107783 119718 292179 290368 347286 1157334 191333 178864 169029 167743 192087 899056 23965696 139820819 0.43770 0.35200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3913843 3913843 3740815 552570 3188245 87181941 43138732 44043209 8209508 6215599 1993909 53139206 Other rent 3312647 Other Longterm Liability 574678 3887325 X Part X, Line 2: The implementation of FIN 48 has no impact on the Organization's statement of financial position or statement of activities. The organization does not believe its financial statements include (or reflect) any uncertain tax positions. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Don Smiley President- Non voting 342310 0 68611 0 9092 0 370763 0 9250 0 800026 0 0 0 Bob Babisch V.P Entertainment 166477 0 15143 0 0 0 27510 0 17294 0 226424 0 0 0 Sue Landry V.P /CFO 146476 0 14701 0 0 0 24257 0 7054 0 192488 0 0 0 John Boler V.P Sales and Mktg 137455 0 12635 0 0 0 22954 0 16018 0 189062 0 0 0 Matt Leibham Controller 105887 0 10745 0 0 0 17729 0 19834 0 154195 0 0 0 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 25000000 1979728 500000 22520272 2013 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 A 0 0 0 0 1 0 0 0 0 A 0 Form 990, Part VI 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 B, line 11 The 990 is distributed to all members of its governing body for review before filing. 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 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 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. Form 990, Part XII 2c The process of the financial statement review has not changed from the prior year. MWF LLC 200 North Harbor Drive Milwaukee WI 53202 800547125 Manage and operate beverage operations on the properties owned by Member, WI 3709343 51540 Milwaukee World Festival Inc Summerfest Foundation Inc 200 N Harbor Drive Milwaukee WI 53202 452522052 Perform the functions and carry out the purpose of Milwaukee World Festival WI 501(c)(3) 170(b)(1)(A)(vi) Milwaukee World Festival Inc 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0