Civic Intelligence

The Wisconsin Philharmonic Inc.

EIN 39-6056460 • 501(c)3 • Waukesha, WI

Pub. 78 Eligible

Profile

To enrich lives through exceptional musical experiences performances education and community partnerships

234 W Main St PO Box 531Waukesha, WI 53187

wisphil.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$332,363

Up $60,580 (+22%) from 2021

Liabilities

Down

$0

Down $3,303 (-100%) from 2021

Net Assets

Up

$332,363

Up $63,883 (+24%) from 2021

Revenue

Up

$274,277

Up $123,640 (+82%) from 2021

Expenses

Up

$332,675

Up $232,275 (+231%) from 2021

Net Income

Down

-$58,398

Down $108,635 (-216%) from 2021

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $519,323Liabilities 2011: $18,641Net Assets 2011: $500,6822011Assets 2012: $388,928Liabilities 2012: $22,332Net Assets 2012: $366,5962012Assets 2013: $339,891Liabilities 2013: $21,574Net Assets 2013: $318,3172013Assets 2014: $354,792Liabilities 2014: $2,282Net Assets 2014: $352,5102014Assets 2015: $386,868Liabilities 2015: $2,788Net Assets 2015: $384,0802015Assets 2016: $302,343Liabilities 2016: $8,388Net Assets 2016: $293,9552016Assets 2017: $234,385Liabilities 2017: $4,248Net Assets 2017: $230,1372017Assets 2018: $208,949Liabilities 2018: $16,622Net Assets 2018: $192,3272018Assets 2019: $219,575Liabilities 2019: $3,310Net Assets 2019: $216,2652019Assets 2020: $221,546Liabilities 2020: $3,303Net Assets 2020: $218,2432020Assets 2021: $271,783Liabilities 2021: $3,303Net Assets 2021: $268,4802021Assets 2025: $332,363Liabilities 2025: $0Net Assets 2025: $332,3632025

Highlighted filing

2025

Assets$332,363
Liabilities$0
Net Assets$332,363

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $222,578Expenses 2011: $334,792Net Income 2011: -$112,2142011Revenue 2012: $223,779Expenses 2012: $339,431Net Income 2012: -$115,6522012Revenue 2013: $230,528Expenses 2013: $285,431Net Income 2013: -$54,9032013Revenue 2014: $230,326Expenses 2014: $233,931Net Income 2014: -$3,6052014Revenue 2015: $283,755Expenses 2015: $272,746Net Income 2015: $11,0092015Revenue 2016: $302,890Expenses 2016: $336,719Net Income 2016: -$33,8292016Revenue 2017: $243,709Expenses 2017: $309,655Net Income 2017: -$65,9462017Revenue 2018: $201,714Expenses 2018: $356,539Net Income 2018: -$154,8252018Revenue 2019: $308,508Expenses 2019: $275,890Net Income 2019: $32,6182019Revenue 2020: $237,506Expenses 2020: $231,983Net Income 2020: $5,5232020Revenue 2021: $150,637Expenses 2021: $100,400Net Income 2021: $50,2372021Revenue 2025: $274,277Expenses 2025: $332,675Net Income 2025: -$58,3982025

Highlighted filing

2025

Revenue$274,277
Expenses$332,675
Net Income-$58,398

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 18, 2026
Return Version
2024v5.2
Gross Receipts
$274,277
Mission and Program Overview

Mission

The Organization seeks to enrich lives through exceptional musical experiences, performances, education, and community partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$235,067$254,858▲ $19,791
Cash and Non-Interest-Bearing Accounts$15,897$39,914▲ $24,017
Savings and Temporary Cash Investments$113,417$28,343▼ $85,074
Land, Buildings, and Equipment, Net$9,248$9,248→ $0
Total Assets$373,629$332,363▼ $41,266
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$235,067$254,858▲ $19,791
Net Assets Without Donor Restrictions$138,562$77,505▼ $61,057
Total Net Assets Fund Balance$373,629$332,363▼ $41,266
Total Liabilities and Net Assets / Fund Balance$373,629$332,363▼ $41,266

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,924$26,267$35,191
Other Land Buildings$324$2,460$2,784
Investment Program Related Org$88,183--
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$13,115---$13,115
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sally Mohr LundePresident/Treasurer
Carol TaylorSenior Vice President
Jonathan KoenigVice President
Melissa Love KoenigDirector
Suzanne FrankDirector
Abby LorenzSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$236,936
Program Service Revenue
$34,578
Investment Income
$2,763
Other Revenue
$0
All Other Contributions
$191,340
Change in Net Assets
$-58,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,275
Salaries, Compensation, and Employee Benefits$144,900
Total Fundraising Expense$11,613
Grants and Similar Amounts Paid$3,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,705$38,709$0$132,414
Fees for Services Management$59,253$0$0$59,253
All Other Expenses$22,946$6,343$11,613$40,902
Advertising$31,410$0$0$31,410
Occupancy$0$13,800$0$13,800
Travel$12,800$0$0$12,800
Payroll Taxes$5,046$7,440$0$12,486
Office Expenses$990$5,112$0$6,102
Insurance$0$5,643$0$5,643
Grants to Domestic Individuals$3,500--$3,500
Other Expenses$877$0$0$877
Interest$0$107$0$107
Fees for Services Accounting$0$20$0$20
Total Functional Expenses$243,888$77,174$11,613$332,675
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$22,205$22,205$1,031$21,174
Fall Fundraiser$14,000$14,000$341$13,659
Total Events$36,205$36,205$11,387$24,818
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
The Wisconsin Philharmonic Inc
EIN
39-6056460
Phone
2629330972
Address
234 W Main St PO Box 531, Waukesha, WI 53187

Signing Officer

Name
Sally M Lunde
Title
President/Treasurer
Phone
2629330972
Signed
2026-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally M Lunde
Formed
1952
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
124
Volunteers
15

Preparer

Firm
Slowinski & Associates Sc
Address
2333 SILVERNAIL ROAD, PEWAUKEE, WI 53072
Preparer
Marcia J Slowinski
Phone
2627981520
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A copy is provided to all Board members for review/approval

Pt VI, Line 19

Documents available upon request

Pt VI, Line 12C

Reporting at Board meetings

Pt VI, Line 15A

Review of rates comparable to other nonprofits of same size

Pt VI, Line 15A

Review of rates comparable to other nonprofits of same size

Pt VI, Line 15B

Review of rates comparable to other nonprofits of same size

Form 990, Part IX, Line 24E

Music Rental 4027. 4027. 0. 0.

Form 990, Part IX, Line 24E

Dues & Subscriptions 1325. 0. 1325. 0.

Form 990, Part IX, Line 24E

Licenses, Fees and Permits 709. 709. 0. 0.

Form 990, Part IX, Line 24E

Payroll Proessing Fees 3158. 0. 3158. 0.

Form 990, Part IX, Line 24E

Utilities 963. 0. 963. 0.

Form 990, Part IX, Line 24E

Computer Expense 189. 0. 189. 0.

Form 990, Part IX, Line 24E

Meals & Entertainment 483. 0. 483. 0.

Form 990, Part IX, Line 24E

Printing 6895. 6895. 0. 0.

Form 990, Part IX, Line 24E

Fundraising 11613. 0. 0. 11613.

Form 990, Part IX, Line 24E

Miscellaneous Expense 413. 0. 413. 0.

Form 990, Part IX, Line 24E

Musician Miscellaneous 4438. 4438. 0. 0.

Form 990, Part IX, Line 24E

Sales Tax 6877. 6877. 0. 0.

Form 990, Part IX, Line 24E

Cash Reconciling Entry -188. 0. -188. 0.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy is provided to all Board members for review/approval
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reporting at Board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Review of rates comparable to other nonprofits of same size
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Review of rates comparable to other nonprofits of same size
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Review of rates comparable to other nonprofits of same size
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Music Rental 4027. 4027. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues & Subscriptions 1325. 0. 1325. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Licenses, Fees and Permits 709. 709. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll Proessing Fees 3158. 0. 3158. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Utilities 963. 0. 963. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Computer Expense 189. 0. 189. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Meals & Entertainment 483. 0. 483. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Printing 6895. 6895. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Fundraising 11613. 0. 0. 11613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous Expense 413. 0. 413. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Musician Miscellaneous 4438. 4438. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Sales Tax 6877. 6877. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Cash Reconciling Entry -188. 0. -188. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
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