The Wisconsin Philharmonic Inc (EIN 396056460) - 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

1952

Legal Domicile

Principal Officer

Sally M Lunde

Phone

2629330972

Tax Period

2024-06-01 to 2025-05-31

The Wisconsin Philharmonic Inc, founded in 1952, is a small nonprofit in the Arts, Culture & Humanities sector that reported $274K in total revenue in fiscal year 2024. Expenses of $333K exceeded revenue, resulting in a 21% operating deficit.

Mission

The Organization seeks to enrich lives through exceptional musical experiences, performances, education, and community partnerships.

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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 $236,936

Program Service Revenue $34,578

Investment Income $2,763

Other Revenue $0

TOTAL REVENUE $274,277

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $144,900

Fundraising Expenses $11,613

Program Expenses $243,888

Other Expenses $184,275

TOTAL EXPENSES $332,675

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,277	N/A	N/A
Expenses	$332,675	N/A	N/A
Net Income	$-58,398	N/A	N/A

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

124

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
Sally Mohr Lunde	President/Treasurer	6.00	Officer	$0	$0	$0
Carol Taylor	Senior Vice President	2.00	Officer	$0	$0	$0
Abby Lorenz	Secretary	2.00	Officer	$0	$0	$0
Suzanne Frank	Director	1.00	Director	$0	$0	$0
Jonathan Koenig	Vice President	1.00	Officer	$0	$0	$0
Melissa Love Koenig	Director	1.00	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	$274,277	$332,675	$332,363	$-58,398
2020	$237,506	$231,983	$221,546	$5,523

The Wisconsin Philharmonic Inc