SHEBOYGAN SYMPHONY ORCHESTRA INC (EIN 237447144) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

JONATHAN WINKLE

Phone

9204521985

Tax Period

2023-07-01 to 2024-06-30

SHEBOYGAN SYMPHONY ORCHESTRA INC, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $345K in total revenue in fiscal year 2023. Expenses of $444K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO ENRICH OUR COMMUNITY'S CULTURAL ENVIRONMENT AND THE ARTISTIC LIVES OF OUR MUSICIANS THROUGH PUBLIC 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $234,893

Program Service Revenue $89,943

Investment Income $13,163

Other Revenue $6,701

TOTAL REVENUE $344,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,874

Fundraising Expenses $35,290

Program Expenses $334,806

Other Expenses $331,253

TOTAL EXPENSES $444,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$344,700	$327,566	+0.1%
Expenses	$444,127	$414,630	+0.1%
Net Income	$-99,427	$-87,064	+0.1%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$56,591

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT HOFFMANN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN MCCLARY	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ANNE SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CELESTE PAULI	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID HEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAMON WENIG	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL BROOKS	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN CHANCELLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN FISCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA HERZOG	TREASURER	1.00	Director	$0	$0	$0
TRICIA MARTON	BOARD MEMBER	1.00	Director	$0	$0	$0
PERRY PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE SEBRANEK	BOARD MEMBER	1.00	Director	$0	$0	$0
DARREN OPEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY MELLER	EXECUTIVE DIRECTOR (FORMER)	40.00	Officer	$18,360	$0	$18,360
BIANA KOVIC	EXECUTIVE DIRECTOR (CURRENT)	40.00	Officer	$38,231	$0	$38,231

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	$344,700	$444,127	$550,077	$-99,427
2023	$327,566	$414,630	$652,345	$-87,064
2022	$708,210	$363,063	$742,020	$345,147
2021	$253,394	$228,606	$434,321	$24,788
2020	$274,443	$384,441	$390,978	$-109,998
2019	$503,803	$409,457	$482,440	$94,346

SHEBOYGAN SYMPHONY ORCHESTRA INC