MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC (EIN 390973594) - 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

1960

Legal Domicile

Principal Officer

LINDA EDELSTEIN

Phone

4142672950

Tax Period

2023-07-01 to 2024-06-30

MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC, founded in 1960, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 32% operating margin.

Mission

MILWAUKEE YOUTH SYMPHONY ORCHESTRA (MYSO) NURTURES, CHALLENGES, AND INSPIRES YOUNG MINDS THROUGH MUSIC, PROFOUNDLY CHANGING THEIR LIVES AND OUR COMMUNITY FOR THE BETTER.

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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 $3,705,159

Program Service Revenue $1,648,674

Investment Income $343,388

Other Revenue $-45,823

TOTAL REVENUE $5,651,398

Expense Breakdown

Grants Paid $451,381

Salaries & Benefits $1,964,022

Fundraising Expenses $279,211

Program Expenses $3,361,463

Other Expenses $1,409,329

TOTAL EXPENSES $3,824,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,651,398	$2,627,889	+1.2%
Expenses	$3,824,732	$2,866,885	+0.3%
Net Income	$1,826,666	$-238,996	-8.6%

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

156

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

$330,848

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA EDELSTEIN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$174,466	$20,623	$195,089
CARTER SIMMONS	ARTISTIC DIRECTOR	40.00	Highest	$116,512	$24,231	$140,743
TARA KOZIK	CHIEF FINANCIAL OFFICER	40.00	Officer	$130,577	$5,182	$135,759
AMY CROEN	CHAIR	5.00	Officer Director	$0	$0	$0
MYRA EDWARDS	CHAIR-ELECT	3.00	Officer Director	$0	$0	$0
KRIS BEST	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER MATTES	SECRETARY	5.00	Officer Director	$0	$0	$0
TINO ARVANETES	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN BEAR MD	DIRECTOR	3.00	Director	$0	$0	$0
KRISTA BROOKMAN	DIRECTOR	3.00	Director	$0	$0	$0
RICHARD BUCHBAND	DIRECTOR	3.00	Director	$0	$0	$0
ERIK EISENMANN	DIRECTOR	3.00	Director	$0	$0	$0
PATRICIA A ELLIS EDD	DIRECTOR	3.00	Director	$0	$0	$0
TIMOTHY FRAUTSCHI	DIRECTOR	3.00	Director	$0	$0	$0
LISA FROEMMING	DIRECTOR	3.00	Director	$0	$0	$0
MARK GOLDSTEIN	DIRECTOR	3.00	Director	$0	$0	$0
LARRY HISLE	DIRECTOR	3.00	Director	$0	$0	$0
JOHN HUNZINGER	DIRECTOR	3.00	Director	$0	$0	$0
GREGORY KLIEBHAN	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW SAJDAK	DIRECTOR	3.00	Director	$0	$0	$0
JAN WADE	DIRECTOR	3.00	Director	$0	$0	$0
BARBARA WANLESS	DIRECTOR	3.00	Director	$0	$0	$0
LES WEIL	DIRECTOR	3.00	Director	$0	$0	$0
DASHAL YOUNG	DIRECTOR	3.00	Director	$0	$0	$0
ANITRA RILEY	DIRECTOR	3.00	Director	$0	$0	$0
RACHEL SELLEY	DIRECTOR	3.00	Director	$0	$0	$0
STEPHANIE SEYMOUR	DIRECTOR	3.00	Director	$0	$0	$0
JULIE STEINHAFEL	DIRECTOR	3.00	Director	$0	$0	$0
LAUREN VOLLRATH	DIRECTOR	3.00	Director	$0	$0	$0
MARIBELLI AYALA	DIRECTOR	3.00	Director	$0	$0	$0
NATHANIEL K LYNN	DIRECTOR	3.00	Director	$0	$0	$0
RICK WALTERS	DIRECTOR	3.00	Director	$0	$0	$0

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	$5,651,398	$3,824,732	$11,778,354	$1,826,666
2023	$2,627,889	$2,866,885	$9,923,507	$-238,996
2022	$3,374,542	$2,673,427	$8,780,066	$701,115
2021	$2,491,222	$2,362,300	$9,958,210	$128,922
2020	$2,597,258	$2,882,515	$8,053,218	$-285,257
2019	$2,346,687	$2,348,690	$8,513,432	$-2,003
2018	$3,076,591	$2,725,781	$7,962,035	$350,810

MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC