Civic Intelligence

Central Wisconsin Symphony Orchestra Inc.

990 • Fiscal year 2023 • EIN 39-6061610

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

PO Box 65Stevens Point, WI 54481

(715) 345-7726

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$159,006

Down $33,851 (-18%) from 2022

Net Assets

Down

$155,682

Down $32,027 (-17%) from 2022

Liabilities

Down

$3,324

Down $1,824 (-35%) from 2022

Revenue

Down

$272,685

Down $75,098 (-22%) from 2022

Expenses

Up

$304,712

Up $81,935 (+37%) from 2022

Net Income

Down

-$32,027

Down $157,033 (-126%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $118,114Liabilities 2010: $20,588Net Assets 2010: $97,5262010Assets 2011: $128,107Liabilities 2011: $19,541Net Assets 2011: $108,5662011Assets 2012: $97,621Liabilities 2012: $19,531Net Assets 2012: $78,0902012Assets 2013: $81,269Liabilities 2013: $2,637Net Assets 2013: $78,6322013Assets 2014: $133,820Liabilities 2014: $2,629Net Assets 2014: $131,1912014Assets 2015: $456,505Liabilities 2015: $232,199Net Assets 2015: $224,3062015Assets 2016: $394,695Liabilities 2016: $163,135Net Assets 2016: $231,5602016Assets 2017: $359,761Liabilities 2017: $140,106Net Assets 2017: $219,6552017Assets 2018: $290,175Liabilities 2018: $65,316Net Assets 2018: $224,8592018Assets 2019: $114,534Liabilities 2019: $42,872Net Assets 2019: $71,6622019Assets 2020: $55,045Liabilities 2020: $5,296Net Assets 2020: $49,7492020Assets 2021: $75,076Liabilities 2021: $10,125Net Assets 2021: $64,9512021Assets 2022: $192,857Liabilities 2022: $5,148Net Assets 2022: $187,7092022Assets 2023: $159,006Liabilities 2023: $3,324Net Assets 2023: $155,6822023Assets 2024: $217,593Liabilities 2024: $4,449Net Assets 2024: $213,1442024Assets 2025: $256,498Liabilities 2025: $2,295Net Assets 2025: $254,2032025

Highlighted filing

2023

Assets$159,006
Liabilities$3,324
Net Assets$155,682

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $157,751Expenses 2010: $162,085Net Income 2010: -$4,3342010Expenses 2011: $182,4152011Expenses 2012: $178,3492012Revenue 2013: $177,524Expenses 2013: $181,855Net Income 2013: -$4,3312013Revenue 2014: $258,476Expenses 2014: $211,063Net Income 2014: $47,4132014Revenue 2015: $255,867Expenses 2015: $248,827Net Income 2015: $7,0402015Revenue 2016: $274,593Expenses 2016: $263,861Net Income 2016: $10,7322016Revenue 2017: $248,570Expenses 2017: $262,683Net Income 2017: -$14,1132017Revenue 2018: $248,329Expenses 2018: $292,968Net Income 2018: -$44,6392018Revenue 2019: $162,004Expenses 2019: $315,936Net Income 2019: -$153,9322019Revenue 2020: $211,696Expenses 2020: $233,243Net Income 2020: -$21,5472020Revenue 2021: $145,195Expenses 2021: $135,988Net Income 2021: $9,2072021Revenue 2022: $347,783Expenses 2022: $222,777Net Income 2022: $125,0062022Revenue 2023: $272,685Expenses 2023: $304,712Net Income 2023: -$32,0272023Revenue 2024: $398,135Expenses 2024: $340,673Net Income 2024: $57,4622024Revenue 2025: $365,930Expenses 2025: $324,872Net Income 2025: $41,0582025

Highlighted filing

2023

Revenue$272,685
Expenses$304,712
Net Income-$32,027
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$272,685
Mission and Program Overview

Mission

The central wisconsin symphony orchestra seeks to fulfill our mission to enrich the cultural lives of the residents of the central wisconsin area by presenting high quality concerts, fostering an appreciation of symphonic music, providing a performance venue for area musicians, and developing an educational opportunity for youth.

The central wisconsin symphony orchestra's mission is to enrich, engage and educate through the power and performance of live music. The vision of the central wisconsin symphony orchestra serves as a center of artistic excellence; through leadership and partnerships, nourishes spirits, develops intellectual and creative capital, adding value for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$125,762$107,245▼ $18,517
Cash and Non-Interest-Bearing Accounts$36,829$15,150▼ $21,679
Pledges and Grants Receivable-$3,776-
Total Assets$192,857$159,006▼ $33,851
Other Assets Total$30,266$32,835▲ $2,569
Liabilities
Accounts Payable and Accrued Expenses$3,248$2,091▼ $1,157
Deferred Revenue$1,900--
Other Liabilities-$1,233-
Total Liabilities$5,148$3,324▼ $1,824
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$187,709$155,682▼ $32,027
Total Net Assets Fund Balance$187,709$155,682▼ $32,027
Total Liabilities and Net Assets / Fund Balance$192,857$159,006▼ $33,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$60,000$60,000
Other Assets Org$32,835--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruce BarnesPresident
Carole JansingDirector
Cindy BergDirector
Jenni YangDirector
KATE O'MALLEYDirector
Kristy BridenhagenDirector
Leslie MalotkyDirector
Randall ColtonDirector
Valerie CislerEx-officio
Kathy TrachteSecretary
Lorraine AveryTreasurer
Al ChaneyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$164,835
Program Service Revenue
$93,529
Investment Income
$7,817
Other Revenue
$6,504
All Other Contributions
$164,835
Change in Net Assets
$-32,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,438
Salaries, Compensation, and Employee Benefits$93,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,767$42,154-$79,921
Advertising$20,872--$20,872
Office Expenses$10,885$2,011-$12,896
Payroll Taxes$4,398$4,959-$9,357
All Other Expenses$8,460$219-$8,679
Fees for Services Accounting-$6,700-$6,700
Insurance$5,721--$5,721
Occupancy$3,626--$3,626
Other Expenses$3,288--$3,288
Other Employee Benefits$1,284$1,447-$2,731
Fees for Service Investment Mgmnt Fees-$2,680-$2,680
Pension Plan Contributions$595$670-$1,265
Total Functional Expenses$243,872$60,840$0$304,712
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Wi Withholding$617
Fica$325
401k Retirement$291
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Central Wisconsin Symphony
EIN
39-6061610
Phone
7153457726
Address
PO BOX 65, STEVENS POINT, WI 54481

Signing Officer

Name
Al Chaney
Title
Vice President
Phone
7153457726
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Barnes
Formed
1957
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
8
Volunteers
40

Preparer

Firm
Kerberrose Sc
Address
1429 MERRILL AVENUE, WAUSAU, WI 54401
Preparer
Michael Matuszak CPA
Phone
7156759000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The central wisconsin symphony orchestra's mission is to enrich, engage and educate through the power and performance of live music. The vision of the central wisconsin symphony orchestra serves as a center of artistic excellence; through leadership and partnerships, nourishes spirits, develops intellectual and creative capital, adding value for all.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35297
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0144817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0138875
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02317
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0103359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068077
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0347783
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0206952
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt060000
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2291
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FICA
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IRS990ScheduleD/TotalLiabilityAmt01233
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CENTRAL WISCONSIN SYMPHONY ORCHESTRA'S MISSION IS TO ENRICH, ENGAGE AND EDUCATE THROUGH THE POWER AND PERFORMANCE OF LIVE MUSIC. THE VISION OF THE CENTRAL WISCONSIN SYMPHONY ORCHESTRA SERVES AS A CENTER OF ARTISTIC EXCELLENCE; THROUGH LEADERSHIP AND PARTNERSHIPS, NOURISHES SPIRITS, DEVELOPS INTELLECTUAL AND CREATIVE CAPITAL, ADDING VALUE FOR ALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0159006
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0243872
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt05148
IRS990/TotalLiabilitiesGrp/EOYAmt03324
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IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0472
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IRS990/TotalProgramServiceExpensesAmt0243872
IRS990/TotalProgramServiceRevenueAmt093529
IRS990/TotalRevenueGrp/ExclusionAmt04491
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0103359
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272685
IRS990/TotalVolunteersCnt040
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IRS990/UponRequestInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.56$0.02$2.54$3.66$3.25$0.41
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.04$2.13$3.98$3.41$0.57
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.56$2.73$3.05$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.05$1.88$3.48$2.23$1.25
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.10$0.65$1.45$1.36$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.55$0.05$0.50$2.12$2.33$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.43$0.72$1.62$3.16$1.54
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.65$2.25$2.48$2.93$0.45
2017Detailed filing. Detailed filing data is available for this year.$3.60$1.40$2.20$2.49$2.63$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.95$1.63$2.32$2.75$2.64$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.57$2.32$2.24$2.56$2.49$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.03$1.31$2.58$2.11$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.03$0.79$1.78$1.82$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.20$0.78$1.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.20$1.09$1.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.21$0.98$1.58$1.62$0.04