2013-11-15T15:10:31-06:00 2012-12-31 391658905 Coleman & Williams Ltd 7127 N Green Bay Avenue Milwaukee WI 53209 990 2012-01-01 391049688 Milwaukee World Festival Inc MILW 4142732680 200 N Harbor Dr Milwaukee WI 532025901 Don Smiley 4142732680 2013-11-15 1 William B Coleman P00640540 4142780170 2012 2016-03-07 17:11:31Z Summerfest Don Smiley 200 N Harbor Dr Milwaukee WI 53202 32645569 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 2186 400 290368 206518 3828878 2849903 28435852 27897166 24511 -17819 1631043 1674150 33920284 32403400 0 0 0 0 7646829 7719892 0 0 476654 26195143 27600262 33841972 35320154 78312 -2916754 87014243 83895358 64843367 64641236 22170876 19254122 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 18092651 30283130 Summerfest is an annual festival in the Milwaukee metropolitan area. It is the World's Largest Music Festival. Total attendance was 805,437 in 2012. 1563829 2151935 This category represents eight ethnic and cultural events, eight music concerts and eleven other events including seven walks/runs for charity. Total attendance was 524,168 in 2012. 19013 This category represents consulting, production, staffing and management services provided to other entities producing events. 10303075 159913 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. 10303075 159913 29959555 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 332 0 1 2186 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X Susan Landry 4142732680 200 N Harbor Dr Milwaukee WI 53202 Howard Schnoll 0.40 X 0 0 0 Dan Minahan 0.40 X 0 0 0 Ted Kellner 0.40 X 0 0 0 Howard Sosoff 0.40 X 0 0 0 Greg Wesley 0.40 X 0 0 0 Mike White 0.40 X 0 0 0 Dave Spano 0.40 X 0 0 0 Tim Witkowiak 0.40 X 0 0 0 Joanne Bischmann 0.40 X 0 0 0 Beverly Greenberg 0.40 X 0 0 0 Charles Harvey 0.40 X 0 0 0 John Hiller 0.40 X 0 0 0 Bill Hurwitz 0.40 X 0 0 0 Colin Lancaster 0.40 X 0 0 0 J Michael Lauer 0.40 X 0 0 0 Don Layden 0.40 X 0 0 0 Kim Marotta 0.40 X 0 0 0 Marc Marotta 0.40 X 0 0 0 Timothy McMurtry 0.40 X 0 0 0 Martin Matson 0.40 X 0 0 0 H Carl Mueller 0.40 X 0 0 0 Bob Quinn 0.40 X 0 0 0 Alex Fraser 0.40 X 0 0 0 Tom Savage 0.40 X 0 0 0 Tim Sheehy 0.40 X 0 0 0 John Warren 0.40 X 0 0 0 Bob Venable 0.40 X 0 0 0 Don Smiley 45.00 X X 995012 0 286646 Bob Babisch 45.00 X 164427 0 39715 Sue Landry 45.00 X 148246 0 26823 John Boler 45.00 X 126154 0 32936 Frank Nicotera 45.00 X 114198 0 21718 Gaye Littell 45.00 X 108251 0 20826 Matt Leibham 45.00 X 105489 0 29225 1761777 0 457889 8 1 1 0 Hunzinger Construction Co 21100 Enterprise Avenue Brookfield WI 53045 Construction 11081201 Owner Direct 21100 Enterprise Avenue Brookfield WI 53045 Construction 2333501 Stagehands Inc 230 West Wells Street 405 Milwaukee WI 53203 Stagehand services 1035643 Aerosmith 10866 Wilshire Blvd Los Angeles CA 90024 Artist performance 1005358 Foo Fighters 10510 Northup Way Kirkland WA 98033 Artist performance 1000000 39 2849903 2849903 Festivals 711300 26685732 26685732 Parking Revenues 900099 759504 8086 751418 Gifts & Souvenir sale 453220 179960 179960 Consulting & Signs Services 541610 63313 44300 19013 Advertising 541800 41792 41792 166865 166865 27897166 6912 6912 167743 167743 1423498 265090 0 165678 1423498 99412 1522910 49809 49603 1423498 6847 31578 -24731 -24731 -24731 28410 44913 -16503 -16503 32403400 27104716 290368 2158413 1057490 844766 105749 106975 689575 585558 34479 69538 4556691 3867990 558765 129936 318205 318205 382257 66717 253588 61952 715674 429854 285820 81764 81764 32607 32607 72051 72051 1473328 1386077 16895 70356 249093 249093 50392 13738 36654 2593081 1766321 826760 13775 13775 21071 21071 943640 943640 5049404 4504368 545036 359338 359338 Entertainer and Product 12349605 12349605 Festival Expenses 2178456 2123067 55389 Site Setup and Maintena 1101008 1096583 4425 Equipment and Supplies 713453 635910 77543 318196 216950 63349 37897 35320154 29959555 4883945 476654 3000 3000 21561334 6865893 15123073 17513939 81722 83053 1124608 1046506 102391379 44998205 47928187 57393174 1192319 989793 87014243 83895358 3938859 2350059 14847608 17110452 42834727 41849728 3222173 3330997 64843367 64641236 X 22170876 19254122 22170876 19254122 87014243 83895358 -2916754 0 X X 0 1 X 1 0 X 5680067 1963358 2038672 3794542 2849903 16326542 5680067 1963358 2038672 3794542 2849903 16326542 6858453 9468089 2269577 1888867 1513841 1485478 1430128 8587891 282946 107783 119718 292179 290368 1092994 212293 191333 178864 169029 167743 919262 26926689 135473690 0.35160 0.45200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3913844 3913844 3715023 316831 3398192 86591727 38653708 47938019 8170785 6027666 2143119 57393174 Other rent 3088832 Other Longterm Liability 242165 3330997 X Description of Uncertain Tax Positions Under FIN 48: 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 X X 0 WI 28410 28410 34451 10462 28410 28410 34451 10462 44913 -16503 X 1 1 X X X 0 0 0 0 0 0 0 0 0 Don Smiley 328447 0 507512 0 159053 0 279665 0 11648 0 1286325 0 400140 0 Bob Babisch 162783 0 1644 0 0 0 24911 0 14804 0 204142 0 0 0 Sue Landry 142525 0 5721 0 0 0 22311 0 4512 0 175069 0 0 0 John Boler 121197 0 4957 0 0 0 19333 0 13603 0 159090 0 0 0 Frank Nicotera 109786 0 4412 0 0 0 17206 0 4512 0 135916 0 0 0 Gaye Littell 105083 0 3168 0 0 0 16314 0 4512 0 129077 0 0 0 Matt Leibham 102374 0 3115 0 0 0 16041 0 13184 0 134714 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 2012 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 1 0 0 0 0 These bonds are not qualified 501(c)(3) bonds. They are Midwest Disaster Area, private activity bonds. 2012 60242EJJI 2013 60242EJK8 2014 60242EJL6 2015 60242EJM4 2016 60242EJN2 2017 60242EJP7 2018 60242EJQ5 2019 60242EJR3 2020 60242EJS1 2021 60242EJT9 2022 60242EJU6 2023 60242EJV4 2024 60242EJW2 2025 60242EJX0 2026 60242EJY8 2030 60242EKC4 Form 990, Part VI, Section A, line 2 Marc Marotta and Kim Marotta have a family relationship Form 990, Part VI, Section B, line 11 An Independent Accounting firm prepares the Form 990. It is reviewed by the Vice President & CFO; and the Chairpersons of standing committees of the Board before it is filed. 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 at its annual meeting. 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. Review of Financial Statements Form 990 Part XII, line 2c The process of the Financial Statements review has not changed from prior year. MWF LLC 200 North Harbor Drive Milwaukee WI 53202 800547125 Manage and operate beverage operations on the properties owned by Member WI 2752613 11665767 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) Public Milwaukee World Festival Inc 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0