MADISON SYMPHONY ORCHESTRA FOUNDATION INC (EIN 391769944) - 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

1995

Legal Domicile

Principal Officer

ROBERT A REED

Phone

6082573734

Tax Period

2024-07-01 to 2025-06-30

MADISON SYMPHONY ORCHESTRA FOUNDATION INC, founded in 1995, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 59% operating margin.

Mission

THE FOUNDATION WAS ESTABLISHED TO ADMINISTER INVESTMENTS, AND TO RECEIVE SUPPORT IN THE FORM OF GIFTS, GRANTS, AND BEQUESTS WHICH EXCLUSIVELY BENEFIT THE MADISON SYMPHONY ORCHESTRA, INC., AN ORGANIZATION DESCRIBED IN I.R.C. SECTION 509(A).

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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 $277,844

Program Service Revenue $0

Investment Income $2,282,821

Other Revenue $0

TOTAL REVENUE $2,560,665

Expense Breakdown

Grants Paid $946,199

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $946,199

Other Expenses $93,087

TOTAL EXPENSES $1,039,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,560,665	$1,410,760	+0.8%
Expenses	$1,039,286	$1,091,794	0.0%
Net Income	$1,521,379	$318,966	+3.8%

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

N/A

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

$199,790

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS REUHL	PRESIDENT	1.00	Officer Director	$0	$0	$0
NICHOLAS MISCHLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH DETTMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY REED	DIRECTOR	1.00	Director	$0	$0	$0
JILL FRIEDOW	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA BURISH	DIRECTOR	1.00	Director	$0	$0	$0
JUAN GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
JANE HAMBLEN	DIRECTOR	1.00	Director	$0	$0	$0
JON PARKER	DIRECTOR	1.00	Director	$0	$0	$0
MICHEAL P RICHMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT REED	SECRETARY/TREASURER	1.00	Officer	$0	$11,654	$199,790

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	$2,560,665	$1,039,286	$28,842,080	$1,521,379
2024	$1,410,760	$1,091,794	$25,912,287	$318,966
2023	$2,500,346	$790,686	$23,150,529	$1,709,660
2022	$1,443,155	$77,101	$21,246,051	$1,366,054
2021	$1,247,662	$66,851	$23,752,908	$1,180,811
2020	$247,037	$655,674	$17,965,269	$-408,637
2019	$1,811,372	$712,215	$18,527,758	$1,099,157
2018	$1,922,560	$668,645	$17,316,186	$1,253,915

MADISON SYMPHONY ORCHESTRA FOUNDATION INC