MADISON SYMPHONY ORCHESTRA INC (EIN 390839707) - 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

1925

Legal Domicile

Principal Officer

ROBERT A REED

Phone

6082573734

Tax Period

2024-07-01 to 2025-06-30

MADISON SYMPHONY ORCHESTRA INC, founded in 1925, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF THE MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,351,295

Program Service Revenue $2,381,814

Investment Income $171,938

Other Revenue $-62,165

TOTAL REVENUE $6,842,882

Expense Breakdown

Grants Paid $205,175

Salaries & Benefits $4,253,553

Fundraising Expenses $260,863

Program Expenses $5,517,333

Other Expenses $2,259,523

TOTAL EXPENSES $6,718,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,842,882	$6,038,169	+0.1%
Expenses	$6,718,251	$6,223,003	+0.1%
Net Income	$124,631	$-184,834	-1.7%

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

205

Volunteers

150

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

$346,725

Total Directors

Key Employees

$308,149

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLSWORTH BROWN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL P RICHMAN	CHAIR	1.00	Officer Director	$0	$0	$0
DOUGLAS REUHL	TREASURER	1.00	Officer Director	$0	$0	$0
JANE CABOT	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNN ALLEN-HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN STATHAS	DIRECTOR	1.00	Director	$0	$0	$0
KAY SCHWICHTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JON PARKER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAUTH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SIMS	DIRECTOR	1.00	Director	$0	$0	$0
TAMERA STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOSE MADERA	DIRECTOR	1.00	Director	$0	$0	$0
TODD STUART	DIRECTOR	1.00	Director	$0	$0	$0
JASPER VACCARO	DIRECTOR	1.00	Director	$0	$0	$0
OSCAR MIRELES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DINNDORF	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET PYLE	DIRECTOR	1.00	Director	$0	$0	$0
MARK HUTH	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA CASEY	DIRECTOR	1.00	Director	$0	$0	$0
ANNA TRULL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ZORICH	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
MONIQUE SCHER	DIRECTOR	1.00	Director	$0	$0	$0
MARC FINK	DIRECTOR	1.00	Director	$0	$0	$0
JAMES DAHLBERG	DIRECTOR	1.00	Director	$0	$0	$0
PAUL NORMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANN LINDSEY	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY DYBDAHL	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN CHAN	DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARIE BLANCKE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE SCHAEFFER	DIRECTOR	1.00	Director	$0	$0	$0
CYRENA PONDROM	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LEMANSKE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HARDING	DIRECTOR	1.00	Director	$0	$0	$0
RUBEN ANTHONY JR	DIRECTOR	1.00	Director	$0	$0	$0
ELTON CRIM	DIRECTOR	1.00	Director	$0	$0	$0
ERIC WILCOTS	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MOOYOUNG KIM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
CASEY OELKERS	DIRECTOR OF DEVELOPMENT	40.00	Officer	$117,300	$29,635	$146,935
ROBERT REED	EXECUTIVE DIRECTOR	40.00	Officer	$188,136	$11,654	$199,790
JOHN DEMAIN	MUSIC DIRECTOR	40.00	Key Emp	$296,495	$11,654	$308,149
ANN BOWEN	GENERAL MANAGER	40.00	Highest	$114,325	$29,635	$143,960

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	$6,842,882	$6,718,251	$8,318,528	$124,631
2024	$6,038,169	$6,223,003	$8,135,720	$-184,834
2023	$5,632,164	$5,455,472	$8,135,502	$176,692
2022	$6,048,151	$4,933,341	$7,460,254	$1,114,810
2021	$3,792,114	$3,217,545	$6,807,074	$574,569
2020	$4,645,195	$4,612,539	$6,174,401	$32,656
2019	$5,037,982	$4,911,507	$5,892,141	$126,475
2018	$4,724,629	$4,645,921	$5,866,982	$78,708

MADISON SYMPHONY ORCHESTRA INC