DUBUQUE SYMPHONY ORCHESTRA

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

MARK WAHLERT

Phone

5635571677

Tax Period

2023-07-01 to 2024-06-30

DUBUQUE SYMPHONY ORCHESTRA, founded in 1960, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Revenue surged 441% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 79% operating margin.

Mission

TO ENGAGE THE TRI-STATE COMMUNITY AND ENRICH ITS QUALITY OF LIFE THROUGH LIVE MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS

Program Service Accomplishments

Program 1

Expenses: $754,985 Revenue: $404,917

THE ORCHESTRA'S PERFORMANCE EXPENSES ARE TO ENRICH THE COMMUNITY THROUGH ITS LIVE MUSICAL PERFORMANCES

Program 2

Expenses: $182,547 Revenue: $39,044

TO EDUCATE THE PUBLIC, SPECIFICALLY YOUTH IN THE LOCAL COMMUNITY REGARDING MUSIC APPRECIATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,575,611

Program Service Revenue $443,961

Investment Income $456,444

Other Revenue $1,703

TOTAL REVENUE $6,477,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $775,436

Fundraising Expenses $225,713

Program Expenses $937,532

Other Expenses $531,244

TOTAL EXPENSES $1,374,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,477,719	$1,198,093	+4.4%
Expenses	$1,374,924	$1,279,150	+0.1%
Net Income	$5,102,795	$-81,057	-64.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

158

Volunteers

160

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$99,305

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE HENDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES BARLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE GANTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN LINK	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH LABEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT RENIER	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK WERTZBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT BOLEYN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN GLOSS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOAN HARVIEUX	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKIE LAGROTTA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL GEHLING	TREASURER	1.00	Officer Director	$0	$0	$0
JACQUIE ROTH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIANN WEBER	PRESDIENT	1.00	Officer Director	$0	$0	$0
GREG REHMKE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA SCHMID	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON BENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
POPPY CONLON	BOARD MEMBER	1.00	Director	$0	$0	$0
KEISHA SAINCI	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY FREUND	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK WAHLERT	EXECUTIVE DIRECTOR	40.00	Officer	$99,305	$0	$99,305

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$6,477,719	$1,374,924	$9,576,376	$5,102,795
2023	$1,198,093	$1,279,150	$3,567,981	$-81,057
2022	$1,369,482	$1,166,009	$3,373,289	$203,473
2021	$938,420	$797,558	$3,838,277	$140,862
2020	$995,002	$920,782	$3,140,858	$74,220
2019	$1,022,410	$1,070,663	$3,225,010	$-48,253
2018	$1,191,773	$1,061,130	$3,256,079	$130,643