CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST (EIN 391839109) - 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

MARCIA VAN BEEK

Phone

7158326366

Tax Period

2023-06-01 to 2024-05-31

CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $147K in total revenue in fiscal year 2023. Revenue surged 587% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 70% operating margin.

Mission

TO RAISE FUNDS TO ENHANCE PROGRAMS OF THE CHIPPEWA VALLEY SYMPHONY, LTD WHICH FOSTERS MUSIC APPRECIATION AND PROVIDES OPPORTUNITIES FOR COMMUNITY MUSICIANS.

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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 $42,550

Program Service Revenue $0

Investment Income $104,889

Other Revenue $0

TOTAL REVENUE $147,439

Expense Breakdown

Grants Paid $36,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,200

Other Expenses $7,894

TOTAL EXPENSES $44,094

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,439	$21,474	+5.9%
Expenses	$44,094	$43,704	+0.0%
Net Income	$103,345	$-22,230	-5.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIA VAN BEEK	PRESIDENT	0.10	Officer Director	$0	$0	$0
JIM BARTL	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
JASON SMITH	TREASURER	0.10	Officer Director	$0	$0	$0
KERRY KINCAID	SECRETARY (THRU 05/2024)	0.10	Officer Director	$0	$0	$0
DAVID BAKER	TRUSTEE	0.10	Director	$0	$0	$0
SUSAN CARROLL	TRUSTEE (THRU 05/2024)	0.10	Director	$0	$0	$0
JESSE FARNLOF	TRUSTEE	0.10	Director	$0	$0	$0
BILL KLISH	TRUSTEE	0.10	Director	$0	$0	$0
ROB KUCHTA	TRUSTEE	0.10	Director	$0	$0	$0
RANDI OSBERG	TRUSTEE (THRU 05/2024)	0.10	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	$147,439	$44,094	$875,741	$103,345
2023	$21,474	$43,704	$772,396	$-22,230
2022	$78,343	$39,456	$794,626	$38,887
2021	$244,910	$37,015	$755,739	$207,895
2020	$132,841	$26,964	$547,844	$105,877

CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST