MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND (EIN 396096874) - 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

1966

Legal Domicile

Principal Officer

COMMITTEE OF 5 TRUSTEES

Phone

4142916010

Tax Period

2022-09-01 to 2023-08-31

MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND, founded in 1966, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2022. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $94K exceeded revenue, resulting in a 81% operating deficit.

Mission

TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $46,886

Other Revenue $5,080

TOTAL REVENUE $51,966

Expense Breakdown

Grants Paid $83,028

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,028

Other Expenses $10,889

TOTAL EXPENSES $93,917

Year-over-Year Comparison

	2022	2021	Change
Revenue	$51,966	$74,486	-0.3%
Expenses	$93,917	$87,424	+0.1%
Net Income	$-41,951	$-12,938	+2.2%

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
BRUCE LANING	AUTHORIZED TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS HAGERMAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ETZEL	TRUSTEE	1.00	Director	$0	$0	$0
AMY CROEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID UILEIN	TRUSTEE	1.00	Director	$0	$0	$0
BARTHOLOMEW REUTER	TRUSTEE	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$51,966	$93,917	$1,883,416	$-41,951
2022	$74,486	$87,424	$1,845,301	$-12,938
2021	$92,804	$81,807	$2,165,248	$10,997
2020	$21,196	$85,657	$1,936,045	$-64,461
2019	$50,691	$288,905	$1,863,022	$-238,214
2018	$186,609	$100,210	$2,080,323	$86,399

MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND