DUBUQUE SYMPHONY ORCHESTRA

EIN: 237429727 501(c)(3)

DUBUQUE, IA

Total Revenue
$6,477,719
Total Expenses
$1,374,924
Total Assets
$9,576,376
Net Assets
$9,395,829
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
IA
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

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

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Trantor Score

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

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

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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
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
21
Independent Members
21
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
4
$99,305
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
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
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