2011-11-15T17:01:13-06:00 2010-12-31 Coleman & Williams Ltd 7127 N Green Bay Avenue Milwaukee WI 53209 990 2010-01-01 391049688 Milwaukee World Festival Inc MILW 4142732680 200 N Harbor Dr Milwaukee WI 532025901 Don Smiley 4142732680 2011-11-15 1 4142780170 2010 2016-03-07 17:11:31Z Summerfest Don Smiley 200 N Harbor Dr Milwaukee WI 53202 31273013 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 2010 400 119718 55757 1963358 2038672 25666449 27398976 405916 85985 1470085 1426246 29505808 30949879 0 0 0 0 6280829 6991262 0 0 451239 22638573 23876449 28919402 30867711 586406 82168 70831455 94525057 30545059 54156493 40286396 40368564 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 17187267 28995584 Summerfest is an annual festival in the Milwaukee metropolitan area. It is the World's Largest Music Festival. Total attendance was 856,254 in 2010. 1313073 2024688 This category represents eight ethnic and cultural events, five music concerts in the amphitheater and 13 other events including seven walks/runs for charity. Total attendance was 573,175 in 2010. 56 39560 This category represents consulting, production, staffing and management services provided to other entities producing events. 8333294 135574 This category represents other activities conducted at the organization. 8333294 135574 26833690 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 205 0 2010 1 1 1 0 0 0 0 1 1 0 0 0 0 0 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 Don Smiley 45.00 X X X X 334433 0 183213 Genyne Edwards 0.40 X 0 0 0 Bill Hurwitz 0.40 X 0 0 0 Colin Lancaster 0.40 X 0 0 0 Beverly Greenberg 0.40 X 0 0 0 John Hiller 0.40 X 0 0 0 Ted Kellner 0.40 X 0 0 0 John Warren 0.40 X 0 0 0 Tom Savage 0.40 X X 0 0 0 Kim Marotta 0.40 X 0 0 0 Howard Sosoff 0.40 X X 0 0 0 Jane Anderson 0.40 X 0 0 0 Tim Sheehy 0.40 X 0 0 0 Sara Rogers 0.40 X 0 0 0 Greg Wesley 0.40 X X 0 0 0 Marc Marotta 0.40 X 0 0 0 Dan Minahan 0.40 X X 0 0 0 Andy Randall 0.40 X 0 0 0 Mike White 0.40 X 0 0 0 H Carl Mueller 0.40 X 0 0 0 Bob Quinn 0.40 X 0 0 0 Joanne Bischmann 0.40 X 0 0 0 Ihsan Atta 1.00 X 0 0 0 Wally Morics 0.40 X 0 0 0 Charles Harvey 0.40 X 0 0 0 J Michael Lauer 0.40 X 0 0 0 Timothy McMurty 0.40 X 0 0 0 Howard Schnoll 0.40 X 0 0 0 Robert Babisch 45.00 X 168029 0 45103 Tracy Spoerl 45.00 X 114389 0 20969 Susan Landry 45.00 X 148217 0 26029 John Boler 45.00 X 123983 0 33831 John Wahlen 45.00 X 106187 0 22905 Frank Nicotera 45.00 X 111650 0 35579 1106888 0 367629 9 0 1 0 Live Nation Worldwide fso Tom Petty 1000 Corporate Landing Charleston WV 25311 Artist performance 1857526 Non-Box 5307 S 92nd St Hales Corners WI 53130 Advertising Agency 930821 Stagehands Inc 230 West Wells Street 405 Milwaukee WI 53203 Stagehand services 838196 Drumlin Inc fso Eric Clapton 1212 Avenue of the Americas 14th F New York NY 10036 Artist performance 750958 Lion Club Inc fso Carrie Underwood 1600 Division Street Nashville TN 37203 Artist performance 535000 27 2038672 2038672 Festivals 541800 26430168 26430168 Parking Revenues 900099 707163 37675 669488 Gifts & Souvenir sale 453220 171344 171344 Consulting & Signs Ser 900099 39000 39000 Advertising 900099 15631 15631 35670 35670 27398976 114678 114678 178864 178864 1352250 139272 245529 1352250 -106257 1245993 -106257 1352250 2000 46912 77605 -75605 46912 -28693 -28693 Other 1387 1387 Rounding 2 2 1389 30949879 26476209 119718 2315280 396624 317234 39662 39728 679234 577281 33962 67991 4526851 4195902 205718 125231 378492 378492 347080 69627 225863 51590 662981 417972 245009 12843 12843 25000 25000 72600 72600 1873772 1729937 4592 139243 161182 161182 38785 9858 28927 2363766 1645666 718100 12357 12357 18808 18808 563830 563830 2885448 2574008 311440 424972 424972 Entertainer and Product 11436566 11436566 Festival Expenses 1982780 1948972 33808 Site Setup and Maintena 1074915 1072198 2717 Equipment and Supplies 617982 557386 60596 Miscellaneous 310843 208483 74904 27456 30867711 26833690 3582782 451239 3100 3100 26596005 52261979 16662209 14387203 48904 72569 1414251 1252578 63027063 37802229 25366802 25224834 740184 1322794 70831455 94525057 1327630 1669177 14465569 13154408 12380000 36490000 2371860 2842908 30545059 54156493 X 40286396 40368564 40286396 40368564 70831455 94525057 82168 X X 0 1 1 X 0 X 7845233 5597125 5680067 1963358 2038672 23124455 7845233 5597125 5680067 1963358 2038672 23124455 4670916 18453539 1703878 1911340 2269577 1888867 1513841 9287503 68961 289446 282946 107783 119718 868854 335620 462375 212293 191333 178864 1380485 34661297 128395922 0.53240 0.55580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 938380 938380 472903 472903 0 54505985 31808774 22697211 7109795 5520552 1589243 25224834 Other rent 2513492 Other Longterm Liability 329416 2842908 30949879 30867711 82168 0 82168 34495886 3245375 245529 3490904 31004982 -55103 -55103 30949879 34413718 3245375 245529 3490904 30922814 -55103 -55103 30867711 Part XII, Line 2d - Other Adjustments: Rental Expenses Part XII, Line 4b - Other Adjustments: Loss on sale of assets Recovery of bad debt Sales Tax expense Rounding Part XIII, Line 2d - Other Adjustments: Rental Expense Part XIII, Line 4b - Other Adjustments: Loss on sale of assets Recovery of bad debt Sales Tax Expense Rounding X 1 1 X X X 0 0 0 0 0 0 0 0 0 Don Smiley 278954 0 41977 0 13502 0 176413 0 6800 0 517646 0 0 0 Robert Babisch 155485 0 12544 0 0 0 33845 0 11258 0 213132 0 0 0 Susan Landry 134706 0 13511 0 0 0 22293 0 3736 0 174246 0 0 0 John Boler 114580 0 9403 0 0 0 22573 0 11258 0 157814 0 0 0 Redevelopment Authority of the City of Milwaukee 391186734 60242EJJ1 2010-12-29 25000000 Finance, in part, the South End Project 0 0 0 25000000 1979728 500000 22520273 2012 0 1 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 0 0 1 0 0 0 0 0 0 Form 990; Schedule K, Part V Additional Information These bonds are not qualified 501(c)3 bonds. They are Midwest Disaster Area, private activity bonds. 2012 60242EJJ1 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 Mr Kellner Board Member 111585 Mr. Kellner is an owner of Fiduciary Management, which was a sponsor of Summerfest. 0 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 CEO of the organization before it is filed. Form 990, Part VI, Section B, line 12c The organization, at its annual meeting issues a copy of the policy and a questionnaire to each officer, director, trustee or key employee for review and completion. The organization then retains the completed questionaire. Form 990, Part VI, Section B, line 15 The organization engaged an independent contractor to establish comparability data in 2005. 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. Contemporaneous minutes are maintained. 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. Process of review of Financial Statements Form 990, Part XII The process of the financial statements review has not changed from prior year. Food & Beverage LLC 200 North Harbor Drive Milwaukee WI 53202 391322483 Manage and operate beverage operations on the properties owned by Member WI N/A