WISCONSIN CHAMBER ORCHESTRA INC (EIN 396078526) - 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

1960

Legal Domicile

Principal Officer

JOE LOEHNIS

Phone

6082570638

Tax Period

2024-09-01 to 2025-08-31

WISCONSIN CHAMBER ORCHESTRA INC, founded in 1960, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $3.0M left a modest 7% surplus.

Mission

STRENGTHEN COMMUNITIES THROUGH INNOVATIVE, HIGH-QUALITY ARTISTIC EXPERIENCES THAT ENTERTAIN, INSPIRE, AND UNITE DIVERSE AUDIENCES.

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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 $2,785,840

Program Service Revenue $472,908

Investment Income $127,134

Other Revenue $-125,215

TOTAL REVENUE $3,260,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,623,208

Fundraising Expenses $226,786

Program Expenses $2,515,415

Other Expenses $1,419,820

TOTAL EXPENSES $3,043,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,260,667	$2,794,684	+0.2%
Expenses	$3,043,028	$3,080,054	0.0%
Net Income	$217,639	$-285,370	-1.8%

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

126

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

$356,748

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN FISH	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY FIELDS	DIRECTOR	1.00	Director	$0	$0	$0
ASYA ALEXANDROVICH	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA BURISH	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN YAHN	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
DEB ARCHER	DIRECTOR	1.00	Director	$0	$0	$0
DI HUIBREGTSE	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR JUN LEE	DIRECTOR	1.00	Director	$0	$0	$0
HARRY PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
JON ANDERSON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH DIEDRICH	CHAIR	1.00	Officer Director	$0	$0	$0
MATT GERDING	DIRECTOR	1.00	Director	$0	$0	$0
LIZ STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA TURCZYN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL HIGGINBOTHAM	2ND VICE CHAIR	1.00	Director	$0	$0	$0
PAUL LENHART	DIRECTOR	1.00	Director	$0	$0	$0
REV DR ALEX GEE JR	DIRECTOR	1.00	Director	$0	$0	$0
SAWYER MEIERDIRK	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN LIPP	DIRECTOR	1.00	Director	$0	$0	$0
TOM NEUJAHR	DIRECTOR	1.00	Director	$0	$0	$0
SHARI KATHE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDIE DE LA ROSA	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE DIETER	DIRECTOR	1.00	Director	$0	$0	$0
AUDRA HOY CHAIMSON	DIRECTOR	1.00	Director	$0	$0	$0
CHAD RESNER	DIRECTOR	1.00	Director	$0	$0	$0
KEN YUSKA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW SEWELL	MUSIC DIRECTOR	40.00	Officer	$164,488	$0	$164,488
JOE LOEHNIS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$168,260	$24,000	$192,260

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	$3,260,667	$3,043,028	$6,548,488	$217,639
2024	$2,794,684	$3,080,054	$6,024,821	$-285,370
2023	$2,816,228	$2,643,210	$5,807,292	$173,018
2022	$1,855,935	$2,636,269	$5,468,313	$-780,334
2021	$3,173,196	$1,867,674	$6,414,052	$1,305,522
2020	$1,933,540	$1,792,751	$5,091,659	$140,789
2019	$1,769,079	$2,255,075	$4,914,865	$-485,996
2018	$2,415,208	$2,045,661	$5,070,872	$369,547

WISCONSIN CHAMBER ORCHESTRA INC