FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC (EIN 391089489) - 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

1966

Legal Domicile

Principal Officer

STEFANIE SCHUH

Phone

9209680300

Tax Period

2023-07-01 to 2024-06-30

FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC, founded in 1966, is a small nonprofit that reported $687K in total revenue in fiscal year 2023. Expenses of $885K exceeded revenue, resulting in a 29% operating deficit.

Mission

WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND 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 (2023)

Revenue Breakdown

Contributions & Grants $447,444

Program Service Revenue $242,073

Investment Income $12,199

Other Revenue $-15,023

TOTAL REVENUE $686,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,952

Fundraising Expenses $64,343

Program Expenses $593,665

Other Expenses $630,342

TOTAL EXPENSES $885,294

Year-over-Year Comparison

	2023	2022	Change
Revenue	$686,693	$660,312	+0.0%
Expenses	$885,294	$901,992	0.0%
Net Income	$-198,601	$-241,680	-0.2%

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

$183,813

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE LAFRENIERE	EXECUTIVE DI	40.00	Officer	$111,481	$15,322	$126,803
KEVIN SUTTERLIN	MUSIC DIRECT	35.00	Officer	$56,793	$217	$57,010
BRUCE ATWELL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BYKOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY COLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
PRISCILLA DANIELS	DIRECTOR	2.00	Director	$0	$0	$0
NICK GEFFERS	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN GLASER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID HAAS	DIRECTOR	2.00	Director	$0	$0	$0
ROGER HANSEN	DIRECTOR	2.00	Director	$0	$0	$0
TREVOR HIETPAS	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA HUPFER	DIRECTOR	2.00	Director	$0	$0	$0
DON JUNGEN	DIRECTOR	2.00	Director	$0	$0	$0
TOM LEE	DIRECTOR	2.00	Director	$0	$0	$0
MARCUS LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
MIKE LOKENSGARD	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
CATHY MUTSCHLER	DIRECTOR	2.00	Director	$0	$0	$0
STEFANIE SCHUH	TREASURER	5.00	Officer Director	$0	$0	$0
MEGAN WOOLF	DIRECTOR	2.00	Director	$0	$0	$0
JERRY ZABRONSKY	SECRETARY	5.00	Officer Director	$0	$0	$0
RUSTY ZASPEL	DIRECTOR	2.00	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	$686,693	$885,294	$1,229,712	$-198,601
2022	$656,428	$758,637	$1,373,425	$-102,209
2021	$787,240	$404,449	$1,415,773	$382,791
2020	$651,614	$791,442	$1,000,500	$-139,828
2019	$859,007	$899,246	$1,104,862	$-40,239
2018	$894,436	$876,433	$1,139,129	$18,003

FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC