Civic Intelligence

La Crosse Symphony Orchestra Inc

990 • Fiscal year 2020 • EIN 39-1024330

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 19, 2021

Organization ProfileWWW.LACROSSESYMPHONY.ORG
201 Main Street Suite 230LA Crosse, WI 54601

(608) 783-2121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.13x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

48th percentile

4.6%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$64,081

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

1.0%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,675,810

Up $16,443 (+1.0%) from 2019

Net Assets

Up

$1,604,869

Up $53,649 (+3.5%) from 2019

Liabilities

Down

$70,941

Down $37,206 (-34%) from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin48th percentile

Revenue

Down

$553,812

Down $23,213 (-4.0%) from 2019

Expenses

Down

$528,265

Down $88,454 (-14%) from 2019

Net Income

Up

$25,547

Up $65,241 (+164%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $150,353Liabilities 2011: $144,356Net Assets 2011: $5,9972011Assets 2013: $1,581,894Liabilities 2013: $134,377Net Assets 2013: $1,447,5172013Assets 2014: $1,722,337Liabilities 2014: $130,063Net Assets 2014: $1,592,2742014Assets 2015: $1,671,185Liabilities 2015: $108,892Net Assets 2015: $1,562,2932015Assets 2016: $1,541,297Liabilities 2016: $70,491Net Assets 2016: $1,470,8062016Assets 2017: $1,676,905Liabilities 2017: $77,427Net Assets 2017: $1,599,4782017Assets 2018: $1,685,088Liabilities 2018: $72,108Net Assets 2018: $1,612,9802018Assets 2019: $1,659,367Liabilities 2019: $108,147Net Assets 2019: $1,551,2202019Assets 2020: $1,675,810Liabilities 2020: $70,941Net Assets 2020: $1,604,8692020Assets 2021: $2,044,244Liabilities 2021: $66,637Net Assets 2021: $1,977,6072021Assets 2022: $1,636,295Liabilities 2022: $88,591Net Assets 2022: $1,547,7042022Assets 2023: $1,711,747Liabilities 2023: $148,467Net Assets 2023: $1,563,2802023Assets 2024: $1,929,643Liabilities 2024: $250,071Net Assets 2024: $1,679,5722024

Highlighted filing

2020

Assets$1,675,810
Liabilities$70,941
Net Assets$1,604,869
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $517,3702011Revenue 2013: $1,167,309Expenses 2013: $543,430Net Income 2013: $623,8792013Revenue 2014: $562,600Expenses 2014: $518,752Net Income 2014: $43,8482014Revenue 2015: $602,277Expenses 2015: $577,870Net Income 2015: $24,4072015Revenue 2016: $607,939Expenses 2016: $619,799Net Income 2016: -$11,8602016Revenue 2017: $640,225Expenses 2017: $658,047Net Income 2017: -$17,8222017Revenue 2018: $616,624Expenses 2018: $641,216Net Income 2018: -$24,5922018Revenue 2019: $577,025Expenses 2019: $616,719Net Income 2019: -$39,6942019Revenue 2020: $553,812Expenses 2020: $528,265Net Income 2020: $25,5472020Revenue 2021: $617,865Expenses 2021: $441,697Net Income 2021: $176,1682021Revenue 2022: $616,056Expenses 2022: $719,766Net Income 2022: -$103,7102022Revenue 2023: $635,669Expenses 2023: $726,417Net Income 2023: -$90,7482023Revenue 2024: $800,264Expenses 2024: $790,461Net Income 2024: $9,8032024

Highlighted filing

2020

Revenue$553,812
Expenses$528,265
Net Income$25,547
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.0
Gross Receipts
$1,111,128
Mission and Program Overview

Mission

To enhance the quality of life in the tri-state region by providing excellent symphonic music for the pleasure of the public, educating people of all ages in the symphonic tradition, and encouraging students and professional musicians to develop and share their musical talents and skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,361,346$1,307,446▼ $53,900
Savings and Temporary Cash Investments$5,742$85,767▲ $80,025
Pledges and Grants Receivable$3,918$40,363▲ $36,445
Cash and Non-Interest-Bearing Accounts$39,506$8,257▼ $31,249
Accounts Receivable$5,980$5,000▼ $980
Prepaid Expenses and Deferred Charges$1,000--
Total Assets$1,659,367$1,675,810▲ $16,443
Other Assets Total$241,875$228,977▼ $12,898
Liabilities
Unsecured Notes Loans Payable-$27,320-
Accounts Payable and Accrued Expenses$14,032$24,823▲ $10,791
Deferred Revenue$94,115$18,798▼ $75,317
Total Liabilities$108,147$70,941▼ $37,206
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,284,441$1,256,617▼ $27,824
Net Assets With Donor Restrictions$266,779$348,252▲ $81,473
Total Net Assets Fund Balance$1,551,220$1,604,869▲ $53,649
Total Liabilities and Net Assets / Fund Balance$1,659,367$1,675,810▲ $16,443

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$13,051$13,051
Other Assets Org$228,977--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,361,346-▲ $14,182$68,082$1,307,446
2019$1,381,092-▲ $57,303$65,571$1,361,346
2018$1,344,806$25▲ $110,597$62,747$1,381,092
2017$1,208,335$40,139▲ $174,794$67,800$1,344,806
2016$1,211,675$97,395▼ $41,201$49,530$1,208,335
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan HenryF&o ManagerFT$61,770$2,311$64,081
Eva Marie RestelExecutive DiFT$42,863$1,214$44,077
Tracy GaskinExecutive DiFT$4,960$99$5,059

Board Members and Trustees

NameTitle
Jennifer KloehnPresident
Jay LokkenPresident-el
Mary Ann GschwindBoard Emerit
Annette MikatBoard Member
Bill KoutskyBoard Member
Chris WaltersBoard Member
Dominique LueckeBoard Member
Eric EricsonBoard Member
Ilene KernozekBoard Member
Jan BrockBoard Member
Katie PoteruchaBoard Member
Lesley CharltonBoard Member
Navid KhezriBoard Member
Pete SchneiderBoard Member
SEAN O'FLAHERTYBoard Member
Greg BricklExec Member
Lu CaginSecretary
Shawn HansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$365,016
Program Service Revenue
$152,187
Investment Income
$35,767
Other Revenue
$842
All Other Contributions
$262,984
Change in Net Assets
$25,547

Audited Revenue Reconciliation

Revenue per Audited Statements
$553,812
Revenue Not Reported on Form 990
$25,403
Total Revenue per Audited Statements
$579,215
Total Revenue per Form 990
$553,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,931
Salaries, Compensation, and Employee Benefits$162,334
Total Fundraising Expense$49,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$30,810$48,986$44,329$124,125
All Other Expenses$4,223$32,829-$37,052
Office Expenses$14,473$14,452-$28,925
Advertising$25,275--$25,275
Other Expenses$24,890--$24,890
Other Salaries and Wages$16,158$5,385-$21,543
Payroll Taxes$4,470$5,176$4,221$13,867
Fees for Services Accounting-$5,800-$5,800
Insurance-$5,031-$5,031
Pension Plan Contributions$903$1,045$851$2,799
Occupancy-$1,200-$1,200
Total Functional Expenses$358,960$119,904$49,401$528,265

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$575,965
Expenses per Audited Statements$528,265
Total Expenses per Form 990$528,265
Expenses Not Reported on Form 990$47,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,535
Fundraising Gross Income$30,202
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Valentines Ball$60,073$29,642$29,642$0
Coupon Book/pri$56,050$460$460$0
Total Events$116,123$30,102$30,102-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“All directors will have an opportunity to review the 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Board members are responsible to disclose all conflicts of interest. The board of directors will review and monitor each situation independently.”

Form 990, Page 6, Part VI, Line 15A

“Executive director compensation is determined by the executive committee of the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“The executive director determines salary and wages of employees based on budget approved by the board.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
La Crosse Symphony Orchestra Inc
EIN
39-1024330
Phone
6087832121
Address
201 MAIN STREET SUITE 230, LA CROSSE, WI 54601

Signing Officer

Name
Eva Marie Restel
Title
Executive Director
Phone
6087832121
Signed
2021-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eva Marie Restel
Formed
1957
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
40

Preparer

Firm
Johnson Block & Co Inc
Address
122 6TH STREET NORTH, LA CROSSE, WI 54601
Preparer
Scott Turnbull
Phone
6087841890
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To enhance the quality of life in the tri-state region by providing excellent symphonic music for the pleasure of the public, educating people of all ages in the symphonic tradition, and encouraging students and professional musicians to develop and share their musical talents and skills.”

Form 990, Part XI, Line 9

“Implementation of 2018-08 and 2014-09 50,399 change in perpetual trust -12,898 total 37,501”

Financial Statement Notes

Schedule D, Page 3, Part X

“In accordance with professional standards, the symphony follows the statutory requirements for their income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management believes any liability resulting from taxing authorities imposing additional income taxes from activities deemed to be unrelated to the symphonys tax-exempt status would not have a material effect on the accompanying financial statements.”

Schedule D, Page 4, Part XI, Line 2D

“Change in perpetual trust -12,898”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD EMERIT
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt19F&O MANAGER
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENHANCE THE QUALITY OF LIFE IN THE TRI-STATE REGION BY PROVIDING EXCELLENT SYMPHONIC MUSIC FOR THE PLEASURE OF THE PUBLIC, EDUCATING PEOPLE OF ALL AGES IN THE SYMPHONIC TRADITION, AND ENCOURAGING STUDENTS AND PROFESSIONAL MUSICIANS TO DEVELOP AND SHARE THEIR MUSICAL TALENTS AND SKILLS.
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER 1,968 SCULPTURE INCOME 12,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,675,810
Liabilities
$70,941
Net assets
$1,604,869
Revenue
$553,812
Expenses
$528,265
Net income
$25,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.25$1.68$0.80$0.79$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.15$1.56$0.64$0.73$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.09$1.55$0.62$0.72$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.07$1.98$0.62$0.44$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.07$1.60$0.55$0.53$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.11$1.55$0.58$0.62$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.07$1.61$0.62$0.64$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.08$1.60$0.64$0.66$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.07$1.47$0.61$0.62$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.11$1.56$0.60$0.58$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.13$1.59$0.56$0.52$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.58$0.13$1.45$1.17$0.54$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.14$0.01$0.52