Civic Intelligence

Fox Valley Symphony Orchestra Association Inc.

990 • Fiscal year 2020 • EIN 39-1089489

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 22, 2021

Organization ProfileWWW.FOXVALLEYSYMPHONY.COM
10 East College Avenue Suite 207Appleton, WI 54911

(920) 968-0300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.17x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.26x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

65th percentile

$92,165

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

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

Asset Growth

9th percentile

-9.4%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,000,500

Down $104,362 (-9.4%) from 2019

Net Assets

Down

$832,214

Down $144,120 (-15%) from 2019

Liabilities

Up

$168,286

Up $39,758 (+31%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin15th percentile

Revenue

Down

$651,614

Down $207,393 (-24%) from 2019

Expenses

Down

$791,442

Down $107,804 (-12%) from 2019

Net Income

Down

-$139,828

Down $99,589 (-247%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2020

Assets$1,000,500
Liabilities$168,286
Net Assets$832,214
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$651,614
Expenses$791,442
Net Income-$139,828
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.0
Gross Receipts
$667,467
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$75,265$259,627▲ $184,362
Cash and Non-Interest-Bearing Accounts$134,054$240,181▲ $106,127
Pledges and Grants Receivable$137,767$30,600▼ $107,167
Prepaid Expenses and Deferred Charges$22,145$11,996▼ $10,149
Land, Buildings, and Equipment, Net$13,139$10,194▼ $2,945
Accounts Receivable$1,085--
Total Assets$1,104,862$1,000,500▼ $104,362
Other Assets Total$721,407$447,902▼ $273,505
Liabilities
Unsecured Notes Loans Payable-$105,400-
Accounts Payable and Accrued Expenses$7,855$38,573▲ $30,718
Deferred Revenue$113,330$12,180▼ $101,150
Other Liabilities$7,343$12,133▲ $4,790
Total Liabilities$128,528$168,286▲ $39,758
Net Assets / Fund Balance
Net Assets With Donor Restrictions$870,811$723,311▼ $147,500
Net Assets Without Donor Restrictions$105,523$108,903▲ $3,380
Total Net Assets Fund Balance$976,334$832,214▼ $144,120
Total Liabilities and Net Assets / Fund Balance$1,104,862$1,000,500▼ $104,362

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,194$78,043$88,237
Other Assets Org$71,732--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$279,854-▲ $37,055$32,275$279,854
2019$277,239-▲ $23,533$15,890$279,854
2018$326,054-▲ $21,608$19,877$277,239
2017$289,739$36,315▲ $24,332$17,462$326,054
2016$282,945$12,500▲ $25,505$24,447$289,739
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie LafreniereExecutive DiFT$82,501$9,664$92,165
Kevin SuttlinMusic DirectFT$47,346$5,546$52,892

Board Members and Trustees

NameTitle
Sandra HupferPresident
Mike LokensgardPresident El
Bruce AtwellDirector
Cathy MutschlerDirector
Jarrad BittnerDirector
Jeff AmstutzDirector
Jerry ZabronskyDirector
Julie KileyDirector
Kathi DrakeDirector
Mark FogartyDirector
Nick GeffersDirector
Priscilla DanielsDirector
Renee BoldtDirector
Rich RedmanDirector
Sarah Ann DresselDirector
Shaia BernardDirector
Sherry ColeyDirector
Stefanie SchuhDirector
Tara BrzozowskiDirector
Todd HeidDirector
Addie TeetersPast Preside
Mary GronbachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$497,643
Program Service Revenue
$164,886
Investment Income
$1,528
Other Revenue
$-12,443
All Other Contributions
$457,760
Change in Net Assets
$-139,828

Audited Revenue Reconciliation

Revenue per Audited Statements
$646,834
Revenue Not Reported on Financial Statements
$4,780
Revenue Not Reported on Form 990
$11,932
Total Revenue per Audited Statements
$658,766
Total Revenue per Form 990
$651,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$530,679
Salaries, Compensation, and Employee Benefits$260,763
Total Fundraising Expense$60,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$336,875--$336,875
Current Officers, Directors, Trustees, and Key Employees$96,847$33,000-$129,847
Other Salaries and Wages$17,196$18,640$45,381$81,217
Advertising-$59,907$4,402$64,309
Payroll Taxes$7,586$12,252$5,208$25,046
Other Employee Benefits$14,792$9,861-$24,653
All Other Expenses$3,235$14,991$5,400$23,626
Office Expenses$1,120$12,175$344$13,639
Occupancy-$13,351-$13,351
Information Technology-$9,962-$9,962
Insurance-$9,011-$9,011
Fees for Services Accounting-$7,864-$7,864
Other Expenses-$3,398-$3,398
Depreciation Depletion$511$2,434-$2,945
Total Functional Expenses$478,162$252,545$60,735$791,442

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$802,886
Total Expenses per Form 990$791,442
Expenses per Audited Statements$786,662
Expenses Not Reported on Form 990$16,224
Expenses Not Reported on Financial Statements$4,780
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,853
Fundraising Gross Income$3,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sinfonia$34,158$3,270$13,225$-9,955
Doctors in Reci$9,135$140$63$77
Total Events$43,293$3,410$15,853$-12,443
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$7,886
Accrued Vacation$4,247
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
10 EAST COLLEGE AVENUE SUITE 207, APPLETON, WI 54911

Signing Officer

Name
Mary Gronbach
Title
Treasurer
Phone
9209680300
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Addie Teeters
Formed
1966
Legal Domicile
Wi
Voting Board Members
24
Independent Board Members
24
Employees
14
Volunteers
25

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Jamie Rosin
Phone
9209930105
Supplemental Narrative

Additional Explanations

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

“Provide symphony musicians for special performances, as requested by the community.”

Form 990, Part IX, Line 11G

“Artistic personnel 174,978 0 0 concert production staff 52,501 0 0 concert production 109,396 0 0 total 336,875 0 0”

Form 990, Part XI, Line 9

“Special event expenses netted 15,854 special event expenes netted -15,854”

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 4, Part XI, Line 2D

“Special event expenses netted 15,854”

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

“Special event expenes netted 15,854”

Raw XML AppendixShowing 400 of 642 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/BOYAmt07855
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038573
IRS990/AccountsReceivableGrp/BOYAmt01085
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENRICH AND NURTURE THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC AND EDUCATIONAL OPPORTUNITIES THAT ENHANCE THE CULTURAL DEVELOPMENT OF OUR COMMUNITY.
IRS990/AdvertisingGrp/FundraisingAmt04402
IRS990/AdvertisingGrp/ManagementAndGeneralAmt059907
IRS990/AdvertisingGrp/TotalAmt064309
IRS990/AllOtherContributionsAmt0457760
IRS990/AllOtherExpensesGrp/FundraisingAmt05400
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt014991
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03235
IRS990/AllOtherExpensesGrp/TotalAmt023626
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAMIE LAFRENIERE
IRS990/BooksInCareOfDetail/PhoneNum09209680300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 E COLLEGE AVE SUITE 207
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054911
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0134054
IRS990/CashNonInterestBearingGrp/EOYAmt0240181
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt033000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt096847
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0129847
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt039883
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0497643
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01528
IRS990/CYOtherExpensesAmt0530679
IRS990/CYOtherRevenueAmt0-12443
IRS990/CYProgramServiceRevenueAmt0164886
IRS990/CYRevenuesLessExpensesAmt0-139828
IRS990/CYSalariesCompEmpBnftPaidAmt0260763
IRS990/CYTotalExpensesAmt0791442
IRS990/CYTotalFundraisingExpenseAmt060735
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0651614
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0113330
IRS990/DeferredRevenueGrp/EOYAmt012180
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02434
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0511
IRS990/DepreciationDepletionGrp/TotalAmt02945
IRS990/Desc0SUBSCRIPTION CONCERTS IN A HALL WITH 2,000 SEATS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0870811
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0723311
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0362333
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07864
IRS990/FeesForServicesAccountingGrp/TotalAmt07864
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0336875
IRS990/FeesForServicesOtherGrp/TotalAmt0336875
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
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/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt225.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt232.00
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/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09664
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt15546
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/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMIE LAFRENIERE
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN SUTTLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF AMSTUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE ATWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4SHAIA BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm5JARRAD BITTNER
IRS990/Form990PartVIISectionAGrp/PersonNm6RENEE BOLDT
IRS990/Form990PartVIISectionAGrp/PersonNm7TARA BRZOZOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERRY COLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9PRISCILLA DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHI DRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH ANN DRESSEL
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK FOGARTY
IRS990/Form990PartVIISectionAGrp/PersonNm13NICK GEFFERS
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY GRONBACH
IRS990/Form990PartVIISectionAGrp/PersonNm15TODD HEID
IRS990/Form990PartVIISectionAGrp/PersonNm16SANDRA HUPFER
IRS990/Form990PartVIISectionAGrp/PersonNm17JULIE KILEY
IRS990/Form990PartVIISectionAGrp/PersonNm18MIKE LOKENSGARD
IRS990/Form990PartVIISectionAGrp/PersonNm19CATHY MUTSCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm20RICH REDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm21STEFANIE SCHUH
IRS990/Form990PartVIISectionAGrp/PersonNm22ADDIE TEETERS
IRS990/Form990PartVIISectionAGrp/PersonNm23JERRY ZABRONSKY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt082501
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt147346
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/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1MUSIC DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt039883
IRS990/FundraisingDirectExpensesAmt015853
IRS990/FundraisingGrossIncomeAmt03410
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0667467
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt024
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09962
IRS990/InformationTechnologyGrp/TotalAmt09962
IRS990/InsuranceGrp/ManagementAndGeneralAmt09011
IRS990/InsuranceGrp/TotalAmt09011
IRS990/InvestmentIncomeGrp/ExclusionAmt01528
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01528
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0107
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt078043
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013139
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010194
IRS990/LandBldgEquipCostOrOtherBssAmt088237
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENRICH AND NURTURE THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC AND EDUCATIONAL OPPORTUNITIES THAT ENHANCE THE CULTURAL DEVELOPMENT OF OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0976334
IRS990/NetAssetsOrFundBalancesEOYAmt0832214
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-12443
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-12443
IRS990/NetUnrlzdGainsLossesInvstAmt0-4292
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0105523
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0108903
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt013351
IRS990/OccupancyGrp/TotalAmt013351
IRS990/OfficeExpensesGrp/FundraisingAmt0344
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012175
IRS990/OfficeExpensesGrp/ProgramServicesAmt01120
IRS990/OfficeExpensesGrp/TotalAmt013639
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0721407
IRS990/OtherAssetsTotalGrp/EOYAmt0447902
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09861
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014792
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024653
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc2BANK/CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3MEALS & TRAVEL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036672
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14780
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24247
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33398
IRS990/OtherExpensesGrp/TotalAmt036672
IRS990/OtherExpensesGrp/TotalAmt14780
IRS990/OtherExpensesGrp/TotalAmt24247
IRS990/OtherExpensesGrp/TotalAmt33398
IRS990/OtherLiabilitiesGrp/BOYAmt07343
IRS990/OtherLiabilitiesGrp/EOYAmt012133
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045381
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018640
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017196
IRS990/OtherSalariesAndWagesGrp/TotalAmt081217
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05208
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012252
IRS990/PayrollTaxesGrp/ProgramServicesAmt07586
IRS990/PayrollTaxesGrp/TotalAmt025046
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0137767
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030600
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022145
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011996
IRS990/PrincipalOfficerNm0ADDIE TEETERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES: SEASON TICKETS
IRS990/ProgramServiceRevenueGrp/Desc1TICKET SALES:SINGLE TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc2YO INCOME: TUITION
IRS990/ProgramServiceRevenueGrp/Desc3FEE FOR SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc4OUTREACH PARTNER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063626
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt234365
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt317568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt234365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44350
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTAIN YOUTH ORCHESTRA PROGRAMS AND PHILHARMONIA ORCHESTRAS, AND SPONSOR YOUTH SOLOIST COMPETITION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt064022
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt038940
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOOL PROGRAM TO ACQUAINT YOUTH WITH SYMPHONIC MUSIC BY VISITING SCHOOLS WITH A STRING QUARTET AND PERFORMING FOR THEM. REACHES ABOUT 1,500 KIDS AND TEACHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051807
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04350
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE SYMPHONY MUSICIANS FOR SPECIAL PERFORMANCES, AS REQUESTED BY THE COMMUNITY.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt018443
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0602080
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018353
IRS990/PYOtherExpensesAmt0715052
IRS990/PYOtherRevenueAmt0-7829
IRS990/PYProgramServiceRevenueAmt0246403
IRS990/PYRevenuesLessExpensesAmt0-40239
IRS990/PYSalariesCompEmpBnftPaidAmt0184194
IRS990/PYTotalExpensesAmt0899246
IRS990/PYTotalRevenueAmt0859007
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-139828

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,000,500
Liabilities
$168,286
Net assets
$832,214
Revenue
$651,614
Expenses
$791,442
Net income
-$139,828
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