CHIPPEWA VALLEY SYMPHONY FOUNDATION TRUST

EIN: 391839109 501(c)(3) Arts, Culture & Humanities

EAU CLAIRE, WI

Total Revenue
$147,439
Total Expenses
$44,094
Total Assets
$875,741
Net Assets
$875,741
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
WI
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.

Program Service Accomplishments

Program 1
Expenses: $36,200 Revenue: $0

TO RAISE FUNDS TO ENHANCE THE 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%)

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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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
10

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
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
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