Civic Intelligence

Fox Valley Symphony Orchestra

EIN 39-1089489 • 501(c)3 • Appleton, WI

Profile

We are a regional professional orchestra that enriches and nurtures the human spirit through inclusive symphonic music and education.

54 Park Place 200Appleton, WI 54914

www.foxvalleysymphony.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.29x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-3.0%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,229,712

Down $143,713 (-10%) from 2022

Liabilities

Up

$363,024

Up $171,343 (+89%) from 2022

Net Assets

Down

$866,688

Down $315,056 (-27%) from 2022

Revenue

Up

$686,693

Up $30,265 (+4.6%) from 2022

Expenses

Up

$885,294

Up $126,657 (+17%) from 2022

Net Income

Down

-$198,601

Down $96,392 (-94%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,008,354Liabilities 2010: $164,671Net Assets 2010: $843,6832010Assets 2011: $1,092,198Liabilities 2011: $145,309Net Assets 2011: $946,8892011Assets 2012: $949,889Liabilities 2012: $139,992Net Assets 2012: $809,8972012Assets 2013: $848,096Liabilities 2013: $163,319Net Assets 2013: $684,7772013Assets 2015: $941,796Liabilities 2015: $126,679Net Assets 2015: $815,1172015Assets 2016: $988,456Liabilities 2016: $165,282Net Assets 2016: $823,1742016Assets 2017: $1,111,001Liabilities 2017: $154,784Net Assets 2017: $956,2172017Assets 2018: $1,139,129Liabilities 2018: $135,413Net Assets 2018: $1,003,7162018Assets 2019: $1,104,862Liabilities 2019: $128,528Net Assets 2019: $976,3342019Assets 2020: $1,000,500Liabilities 2020: $168,286Net Assets 2020: $832,2142020Assets 2021: $1,415,773Liabilities 2021: $71,393Net Assets 2021: $1,344,3802021Assets 2022: $1,373,425Liabilities 2022: $191,681Net Assets 2022: $1,181,7442022Assets 2024: $1,229,712Liabilities 2024: $363,024Net Assets 2024: $866,6882024

Highlighted filing

2024

Assets$1,229,712
Liabilities$363,024
Net Assets$866,688

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $708,7682010Expenses 2011: $718,1472011Expenses 2012: $770,5162012Revenue 2013: $591,016Expenses 2013: $772,213Net Income 2013: -$181,1972013Revenue 2015: $610,434Expenses 2015: $594,654Net Income 2015: $15,7802015Revenue 2016: $676,239Expenses 2016: $653,171Net Income 2016: $23,0682016Revenue 2017: $960,944Expenses 2017: $891,348Net Income 2017: $69,5962017Revenue 2018: $894,436Expenses 2018: $876,433Net Income 2018: $18,0032018Revenue 2019: $859,007Expenses 2019: $899,246Net Income 2019: -$40,2392019Revenue 2020: $651,614Expenses 2020: $791,442Net Income 2020: -$139,8282020Revenue 2021: $787,240Expenses 2021: $404,449Net Income 2021: $382,7912021Revenue 2022: $656,428Expenses 2022: $758,637Net Income 2022: -$102,2092022Revenue 2024: $686,693Expenses 2024: $885,294Net Income 2024: -$198,6012024

Highlighted filing

2024

Revenue$686,693
Expenses$885,294
Net Income-$198,601

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.36$0.87$0.69$0.89$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.19$1.18$0.66$0.76$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.07$1.34$0.79$0.40$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.17$0.83$0.65$0.79$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.13$0.98$0.86$0.90$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.14$1.00$0.89$0.88$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.15$0.96$0.96$0.89$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.17$0.82$0.68$0.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.13$0.82$0.61$0.59$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.16$0.68$0.59$0.77$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.14$0.81$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.15$0.95$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.16$0.84$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$744,638
Mission and Program Overview

Mission

To enrich and nurture the human spirit through symphonic music and educational opportunities that enhance the cultural development of our community.

We are a regional professional orchestra that enriches and nurtures the human spirit through inclusive symphonic music and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$270,230$172,924▼ $97,306
Cash and Non-Interest-Bearing Accounts$296,738$150,743▼ $145,995
Pledges and Grants Receivable$107,300$110,235▲ $2,935
Prepaid Expenses and Deferred Charges$14,062$32,791▲ $18,729
Land, Buildings, and Equipment, Net$6,267$4,703▼ $1,564
Total Assets$1,315,605$1,229,712▼ $85,893
Other Assets Total$621,008$758,316▲ $137,308
Liabilities
Deferred Revenue$112,120$138,841▲ $26,721
Unsecured Notes Loans Payable$104,477$101,459▼ $3,018
Other Liabilities$107,471$88,080▼ $19,391
Accounts Payable and Accrued Expenses$30,254$34,644▲ $4,390
Total Liabilities$354,322$363,024▲ $8,702
Net Assets / Fund Balance
Net Assets With Donor Restrictions$625,509$747,210▲ $121,701
Net Assets Without Donor Restrictions$335,774$119,478▼ $216,296
Total Net Assets Fund Balance$961,283$866,688▼ $94,595
Total Liabilities and Net Assets / Fund Balance$1,315,605$1,229,712▼ $85,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,703$85,659$90,362
Other Assets Org$1,900--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$511,873-▲ $104,006$-46,908$563,424
2023$520,519$2,249▲ $21,219$-27,563$511,873
2022$553,418$50,000▼ $60,427$-17,476$520,519
2021$447,902$1,913▲ $129,375$-20,952$553,418
2020$489,925-▼ $4,968$-32,275$447,902
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie LafreniereExecutive DiFT$111,481$15,322$126,803
Kevin SutterlinMusic DirectFT$56,793$217$57,010

Board Members and Trustees

NameTitle
Sherry ColeyPresident
Bruce AtwellDirector
Cathy MutschlerDirector
David HaasDirector
Don JungenDirector
John BykowskiDirector
Kevin GlaserDirector
Marcus LewisDirector
Megan WoolfDirector
Nick GeffersDirector
Priscilla DanielsDirector
Roger HansenDirector
Rusty ZaspelDirector
Sandra HupferDirector
Tom LeeDirector
Trevor HietpasDirector
Mike LokensgardPast Preside
Jerry ZabronskySecretary
Stefanie SchuhTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$447,444
Program Service Revenue
$242,073
Investment Income
$12,199
Other Revenue
$-15,023
All Other Contributions
$432,464
Change in Net Assets
$-198,601

Audited Revenue Reconciliation

Revenue per Audited Statements
$681,146
Revenue Not Reported on Financial Statements
$5,547
Revenue Not Reported on Form 990
$161,951
Total Revenue per Audited Statements
$843,097
Total Revenue per Form 990
$686,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$630,342
Salaries, Compensation, and Employee Benefits$254,952
Total Fundraising Expense$64,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$269,536--$269,536
Current Officers, Directors, Trustees, and Key Employees$120,381$63,371-$183,752
Advertising$80$32,152$26,282$58,514
Other Salaries and Wages$26,912-$20,000$46,912
Fees for Services Accounting-$35,003-$35,003
Office Expenses$39$27,463$354$27,856
Occupancy-$22,905-$22,905
Payroll Taxes$6,183$15,453-$21,636
Insurance-$7,818-$7,818
Information Technology-$6,370-$6,370
Fees for Service Investment Mgmnt Fees-$5,547-$5,547
Other Expenses$2,984$4,256$17,707$2,984
Other Employee Benefits$1,326$1,326-$2,652
Interest-$2,618-$2,618
All Other Expenses$328$1,273-$1,601
Depreciation Depletion$723$840-$1,563
Travel-$759-$759
Conferences and Meetings-$132-$132
Total Functional Expenses$593,665$227,286$64,343$885,294

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$937,692
Total Expenses per Form 990$885,294
Expenses per Audited Statements$879,747
Expenses Not Reported on Form 990$57,945
Expenses Not Reported on Financial Statements$5,547
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$57,945
Fundraising Gross Income$42,922
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sinfonia$42,922$42,922$57,945$-15,023
Total Events$42,922$42,922$57,945$-15,023
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$88,080
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

Form 990 is reviewed by the members of the board of directors and management and approved prior to filing.

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

Annual reports are required to be completed by board members, employees, and committee members which requires disclosure of any conflicts of interest that may exist. The forms are reviewed by the officers of the board who will attempt to resolve any actual or potential conflicts and in the absence of a resolution, will refer all matters to the full board of directors.

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

Compensation of the executive director will be determined on an annual basis by the executive committee of the symphony. Appropriate compensation will be based upon several factors including but not limited to: - performance reviews - data compiled and distributed by the league of american orchestras for similiar sized orchestras throughout the united states for similiar positions. - salary information for similar positions of non-profit organizations of similar size and mission in the state of wisconsin.

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

Compensation of the music director will be determined on an annual basis by the executive committee of the symphony. Appropriate compensation will be based upon several factors including but not limited to: -performance reviews - data compiled and distributed by the league of american orchestras for similiar sized orchestras throughout the united states for similiar positions. - salary information for similar positions of non-profit organizations of similar size and mission in the state of wisconsin.

Form 990, Page 6, Part VI, Line 19

The symphony makes these documents available upon request or on their website.

Filing and Contact Details

Filer

Filer Name
Fox Valley Symphony Orchestra
EIN
39-1089489
Phone
9209680300
Address
54 PARK PLACE 200, APPLETON, WI 54914

Signing Officer

Name
Stefanie Schuh
Title
Treasurer
Phone
9209680300
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stefanie Schuh
Formed
1966
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
13
Volunteers
19

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Laura Stinski CPA
Phone
9209930105
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Perform outreach concerts in the community in other venues to increase access and reduce ticket cost to reach more community members

Form 990, Part IX, Line 11G

Other fees-progserv-990 269,536 0 0

Form 990, Part XI, Line 9

Special event expenses netted 57,945 special event expenses netted -57,945

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The temporarily restricted endowments will be used as restrictions are released. The permanently restricted endowment principle will remain intact and any investments earnings will be used for operating expenses unless otherwise noted by the donor(s).

Schedule D, Page 3, Part X

The symphony is exempt from income tax under section 501(c)(3) of the internal revenue code. Gifts, grants and bequests are deductible by donors within limitations of the internal revenue code. The symphony evaluates its tax positions based on whether or not the position is more likely than not to be sustained upon examination by taxing authorities. This evaluation includes monitoring changes in tax law and new authoritative rulings for potential implications to its tax status. The symphonys federal income tax returns are subject to examination generally for three years after they are filed and its state income tax returns generally for four years after they are filed.

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

Special event expenses netted 57,945

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

Special event expenses netted 57,945

Raw XML AppendixShowing 400 of 616 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030254
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034644
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND EDUCATION.
IRS990/AdvertisingGrp/FundraisingAmt026282
IRS990/AdvertisingGrp/ManagementAndGeneralAmt032152
IRS990/AdvertisingGrp/ProgramServicesAmt080
IRS990/AdvertisingGrp/TotalAmt058514
IRS990/AllOtherContributionsAmt0432464
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01273
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0328
IRS990/AllOtherExpensesGrp/TotalAmt01601
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAMIE LAFRENIERE
IRS990/BooksInCareOfDetail/PhoneNum09209680300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt054 PARK PLACE SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054914
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0296738
IRS990/CashNonInterestBearingGrp/EOYAmt0150743
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt063371
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0120381
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0183752
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0132
IRS990/ConferencesMeetingsGrp/TotalAmt0132
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0447444
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012199
IRS990/CYOtherExpensesAmt0630342
IRS990/CYOtherRevenueAmt0-15023
IRS990/CYProgramServiceRevenueAmt0242073
IRS990/CYRevenuesLessExpensesAmt0-198601
IRS990/CYSalariesCompEmpBnftPaidAmt0254952
IRS990/CYTotalExpensesAmt0885294
IRS990/CYTotalFundraisingExpenseAmt064343
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0686693
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0112120
IRS990/DeferredRevenueGrp/EOYAmt0138841
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0840
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0723
IRS990/DepreciationDepletionGrp/TotalAmt01563
IRS990/Desc0SUBSCRIPTION AND TICKETED ORCHESTRAL CONCERTS IN A HALL WITH 2,000 SEATS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0625509
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0747210
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0417388
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035003
IRS990/FeesForServicesAccountingGrp/TotalAmt035003
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0269536
IRS990/FeesForServicesOtherGrp/TotalAmt0269536
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05547
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05547
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015322
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1217
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMIE LAFRENIERE
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN SUTTERLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRUCE ATWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BYKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERRY COLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5PRISCILLA DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm6NICK GEFFERS
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN GLASER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID HAAS
IRS990/Form990PartVIISectionAGrp/PersonNm9ROGER HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10TREVOR HIETPAS
IRS990/Form990PartVIISectionAGrp/PersonNm11SANDRA HUPFER
IRS990/Form990PartVIISectionAGrp/PersonNm12DON JUNGEN
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM LEE
IRS990/Form990PartVIISectionAGrp/PersonNm14MARCUS LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm15MIKE LOKENSGARD
IRS990/Form990PartVIISectionAGrp/PersonNm16CATHY MUTSCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm17STEFANIE SCHUH
IRS990/Form990PartVIISectionAGrp/PersonNm18MEGAN WOOLF
IRS990/Form990PartVIISectionAGrp/PersonNm19JERRY ZABRONSKY
IRS990/Form990PartVIISectionAGrp/PersonNm20RUSTY ZASPEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0111481
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt156793
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1MUSIC DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt057945
IRS990/FundraisingGrossIncomeAmt042922
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt014980
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0744638
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06370
IRS990/InformationTechnologyGrp/TotalAmt06370
IRS990/InsuranceGrp/ManagementAndGeneralAmt07818
IRS990/InsuranceGrp/TotalAmt07818
IRS990/InterestGrp/ManagementAndGeneralAmt02618
IRS990/InterestGrp/TotalAmt02618
IRS990/InvestmentIncomeGrp/ExclusionAmt012199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012199
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt097
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085659
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06267
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04703
IRS990/LandBldgEquipCostOrOtherBssAmt090362
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0961283
IRS990/NetAssetsOrFundBalancesEOYAmt0866688
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-15023
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-15023
IRS990/NetUnrlzdGainsLossesInvstAmt0104006
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0335774
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0119478
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt022905
IRS990/OccupancyGrp/TotalAmt022905
IRS990/OfficeExpensesGrp/FundraisingAmt0354
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027463
IRS990/OfficeExpensesGrp/ProgramServicesAmt039
IRS990/OfficeExpensesGrp/TotalAmt027856
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0621008
IRS990/OtherAssetsTotalGrp/EOYAmt0758316
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01326
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01326
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02652
IRS990/OtherExpensesGrp/Desc0PRODUCTION COSTS
IRS990/OtherExpensesGrp/Desc1DONOR RELATIONS
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TOURS AND RETREATS
IRS990/OtherExpensesGrp/FundraisingAmt017707
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04256
IRS990/OtherExpensesGrp/ProgramServicesAmt0165173
IRS990/OtherExpensesGrp/ProgramServicesAmt12984
IRS990/OtherExpensesGrp/TotalAmt0165173
IRS990/OtherExpensesGrp/TotalAmt117707
IRS990/OtherExpensesGrp/TotalAmt24256
IRS990/OtherExpensesGrp/TotalAmt32984
IRS990/OtherLiabilitiesGrp/BOYAmt0107471
IRS990/OtherLiabilitiesGrp/EOYAmt088080
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026912
IRS990/OtherSalariesAndWagesGrp/TotalAmt046912
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015453
IRS990/PayrollTaxesGrp/ProgramServicesAmt06183
IRS990/PayrollTaxesGrp/TotalAmt021636
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0107300
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0110235
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014062
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032791
IRS990/PrincipalOfficerNm0STEFANIE SCHUH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES: SEASON TICKET
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2OUTREACH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0197326
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141547
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0197326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt141547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23200
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTAIN YOUTH ORCHESTRA PROGRAM WITH 3 STUDENT ORCHESTRAS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt061708
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt032354
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTREACH PROGRAMMING FOR ELEMENTARY SCHOOL STUDENTS, SPECIAL NEEDS STUDENTS AND ADULTS, AND ASSISTED LIVING FACILITIES TO ENCOURAGE MUSIC AND MOVEMENT TO ENHANCE COMMUNICATION AND CONNECTION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt059814
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012393
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PERFORM OUTREACH CONCERTS IN THE COMMUNITY IN OTHER VENUES TO INCREASE ACCESS AND REDUCE TICKET COST TO REACH MORE COMMUNITY MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt054755
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0439228
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07583
IRS990/PYOtherExpensesAmt0663770
IRS990/PYOtherRevenueAmt016237
IRS990/PYProgramServiceRevenueAmt0197264
IRS990/PYRevenuesLessExpensesAmt0-241680
IRS990/PYSalariesCompEmpBnftPaidAmt0238222
IRS990/PYTotalExpensesAmt0901992
IRS990/PYTotalRevenueAmt0660312
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-198601
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0197326
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0270230
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0172924
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 27,467
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0447444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0485399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0449010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0650995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0497643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02530491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01528

Document Assets

No mirrored PDF or thumbnail assets are attached yet.