Civic Intelligence

Fox Valley Symphony Orchestra Association Inc.

990 • Fiscal year 2022 • EIN 39-1089489

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization ProfileWWW.FOXVALLEYSYMPHONY.COM
54 Park Place 200Appleton, WI 54914

(920) 968-0300

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.29x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

74th percentile

$111,899

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

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

Asset Growth

36th percentile

-3.0%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,373,425

Down $42,348 (-3.0%) from 2021

Net Assets

Down

$1,181,744

Down $162,636 (-12%) from 2021

Liabilities

Up

$191,681

Up $120,288 (+168%) from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin17th percentile

Revenue

Down

$656,428

Down $130,812 (-17%) from 2021

Expenses

Up

$758,637

Up $354,188 (+88%) from 2021

Net Income

Down

-$102,209

Down $485,000 (-127%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$1,373,425
Liabilities$191,681
Net Assets$1,181,744
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$656,428
Expenses$758,637
Net Income-$102,209
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.0
Gross Receipts
$663,008
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
Cash and Non-Interest-Bearing Accounts$285,325$464,940▲ $179,615
Savings and Temporary Cash Investments$261,710$263,315▲ $1,605
Pledges and Grants Receivable$286,038$102,500▼ $183,538
Prepaid Expenses and Deferred Charges$20,673$14,086▼ $6,587
Land, Buildings, and Equipment, Net$7,829$8,065▲ $236
Accounts Receivable$780--
Total Assets$1,415,773$1,373,425▼ $42,348
Other Assets Total$553,418$520,519▼ $32,899
Liabilities
Unsecured Notes Loans Payable$52,900$106,000▲ $53,100
Deferred Revenue$1,111$65,911▲ $64,800
Accounts Payable and Accrued Expenses$17,382$19,770▲ $2,388
Total Liabilities$71,393$191,681▲ $120,288
Net Assets / Fund Balance
Net Assets With Donor Restrictions$768,181$721,136▼ $47,045
Net Assets Without Donor Restrictions$576,199$460,608▼ $115,591
Total Net Assets Fund Balance$1,344,380$1,181,744▼ $162,636
Total Liabilities and Net Assets / Fund Balance$1,415,773$1,373,425▼ $42,348

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,065$82,297$90,362
Other Assets Org$77,765--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$498,541-▲ $12,302$-15,890$489,925
2018$482,381$2,615▲ $40,752$-19,877$498,541
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie LafreniereExecutive DiFT$97,500$14,399$111,899
Kevin SutterlinMusic DirectFT$61,250$15,235$76,485

Board Members and Trustees

NameTitle
Mike LokensgardPresident
Cathy MutschlerPresident El
Bruce AtwellDirector
David HaasDirector
Dawn NowakowskiDirector
Jeff AmstutzDirector
Jerry ZabronskyDirector
John BykowskiDirector
Julie KileyDirector
Kathi DrakeDirector
Kimberly BarrettDirector
Mark DishawDirector
Mark FogartyDirector
Mary GronbachDirector
Megan WoolfDirector
Nick GeffersDirector
Rich RedmanDirector
Shaia BernardDirector
Sherry ColeyDirector
Tara BrzozowskiDirector
Priscilla DanielsPartner Chai
Sandra HupferPast Preside
Stefanie SchuhTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,010
Program Service Revenue
$201,296
Investment Income
$2,362
Other Revenue
$3,760
All Other Contributions
$366,641
Change in Net Assets
$-102,209

Audited Revenue Reconciliation

Revenue per Audited Statements
$651,432
Revenue Not Reported on Financial Statements
$4,996
Revenue Not Reported on Form 990
$-53,682
Total Revenue per Audited Statements
$597,750
Total Revenue per Form 990
$656,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,247
Salaries, Compensation, and Employee Benefits$251,390
Total Fundraising Expense$13,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$235,789--$235,789
Current Officers, Directors, Trustees, and Key Employees$135,707$52,677-$188,384
Other Salaries and Wages$13,794$26,295-$40,089
Office Expenses-$30,388$318$30,706
Advertising-$23,725$5,780$29,505
Fees for Services Accounting-$22,962-$22,962
Payroll Taxes$6,853$15,652-$22,505
Occupancy-$15,627-$15,627
Information Technology-$5,376-$5,376
Fees for Service Investment Mgmnt Fees-$4,996-$4,996
Insurance-$4,958-$4,958
Other Expenses$3,451$3,562$7,726$3,451
Interest-$1,916-$1,916
Depreciation Depletion$670$1,219-$1,889
Travel-$1,625-$1,625
Conferences and Meetings$742$809-$1,551
All Other Expenses-$1,173-$1,173
Other Employee Benefits-$412-$412
Total Functional Expenses$531,441$213,372$13,824$758,637

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$760,386
Total Expenses per Form 990$758,637
Expenses per Audited Statements$753,641
Expenses Not Reported on Form 990$6,745
Expenses Not Reported on Financial Statements$4,996
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,340
Fundraising Direct Expenses$6,580
Professional Fundraising Fees$0
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

“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
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stefanie Schuh
Formed
1966
Legal Domicile
Wi
Voting Board Members
23
Independent Board Members
23
Employees
11
Volunteers
30

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 235,789 0 0”

Form 990, Part XI, Line 9

“Special event expenses netted 6,580 special event expenes netted -6,580”

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 6,580”

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

“Special event expenes netted 6,580”

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IRS990/Form990PartVIISectionAGrp/PersonNm20DAWN NOWAKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm21RICH REDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22STEFANIE SCHUH
IRS990/Form990PartVIISectionAGrp/PersonNm23MEGAN WOOLF
IRS990/Form990PartVIISectionAGrp/PersonNm24JERRY ZABRONSKY
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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/TitleTxt9PARTNER CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt023
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt05376
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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
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IRS990/NetAssetsOrFundBalancesEOYAmt01181744
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03760
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IRS990/OfficeExpensesGrp/FundraisingAmt0318
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030388
IRS990/OfficeExpensesGrp/TotalAmt030706
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0553418
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IRS990/OtherExpensesGrp/Desc0PRODUCTION COSTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES
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IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES: SEASON TICKET
IRS990/ProgramServiceRevenueGrp/Desc1PERFORMANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc3OUTREACH
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt154204
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210630
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt154204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34302
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTAIN YOUTH ORCHESTRA PROGRAM WITH 3 STUDENT ORCHESTRAS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt059972
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010630
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/ExpenseAmt046980
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt058506
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE SYMPHONY MUSICIANS FOR SPECIAL PERFORMANCES, AS REQUESTED BY THE COMMUNITY.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0650995
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042618
IRS990/PYOtherExpensesAmt0155521
IRS990/PYOtherRevenueAmt0-3378
IRS990/PYProgramServiceRevenueAmt0137009
IRS990/PYRevenuesLessExpensesAmt0422795

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,373,425
Liabilities
$191,681
Net assets
$1,181,744
Revenue
$656,428
Expenses
$758,637
Net income
-$102,209
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