CENTRAL WISCONSIN SYMPHONY ORCHESTRA INC (EIN 396061610) - 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

1957

Legal Domicile

Principal Officer

AL CHANEY

Phone

7153457726

Tax Period

2023-07-01 to 2024-06-30

CENTRAL WISCONSIN SYMPHONY ORCHESTRA INC, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $398K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $341K left a modest 14% surplus.

Mission

THE CENTRAL WISCONSIN SYMPHONY ORCHESTRA'S MISSION IS TO ENRICH, ENGAGE AND EDUCATE THROUGH THE POWER AND PERFORMANCE OF LIVE MUSIC. THE VISION OF THE CENTRAL WISCONSIN SYMPHONY ORCHESTRA SERVES AS A CENTER OF ARTISTIC EXCELLENCE; THROUGH LEADERSHIP AND PARTNERSHIPS, NOURISHES SPIRITS, DEVELOPS INTELLECTUAL AND CREATIVE CAPITAL, ADDING VALUE FOR ALL.

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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 $287,588

Program Service Revenue $103,070

Investment Income $2,997

Other Revenue $4,480

TOTAL REVENUE $398,135

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $91,954

Fundraising Expenses $7,535

Program Expenses $282,805

Other Expenses $246,719

TOTAL EXPENSES $340,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$398,135	$272,685	+0.5%
Expenses	$340,673	$304,712	+0.1%
Net Income	$57,462	$-32,027	-2.8%

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

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
AL CHANEY	PRESIDENT	0.30	Officer	$0	$0	$0
LESLIE MALOTKY	VICE PRESIDE	0.30	Officer	$0	$0	$0
LORRAINE AVERY	TREASURER	0.30	Officer	$0	$0	$0
KATHY TRACHTE	SECRETARY,EX	0.30	Officer	$0	$0	$0
CINDY BERG	DIRECTOR	0.30	Director	$0	$0	$0
VALERIE CISLER	EX-OFFICIO	0.30	Director	$0	$0	$0
RANDALL COLTON	DIRECTOR	0.30	Director	$0	$0	$0
DIANE HOPE	DIRECTOR	0.30	Director	$0	$0	$0
RICHARD HOPE	DIRECTOR	0.30	Director	$0	$0	$0
CAROLE JANSING	DIRECTOR	0.30	Director	$0	$0	$0
JENNI YANG	DIRECTOR	0.30	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	$398,135	$340,673	$217,593	$57,462
2023	$272,685	$304,712	$159,006	$-32,027
2022	$347,783	$222,777	$192,857	$125,006
2020	$211,696	$233,243	$55,045	$-21,547

CENTRAL WISCONSIN SYMPHONY ORCHESTRA INC