WISCONSIN YOUTH SYMPHONY ORCHESTRA INC (EIN 396101087) - 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

1967

Legal Domicile

Principal Officer

MICHELLE KAEBISCH

Phone

6087336283

Tax Period

2023-07-01 to 2024-06-30

WISCONSIN YOUTH SYMPHONY ORCHESTRA INC, founded in 1967, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.1M in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.4M, a strong 56% operating margin.

Mission

ENRICHING LIVES BY PROVIDING TRANSFORMATIONAL MUSICAL EXPERIENCES AND OPPORTUNITIES.

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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 $5,564,464

Program Service Revenue $397,460

Investment Income $70,718

Other Revenue $19,870

TOTAL REVENUE $6,052,512

Expense Breakdown

Grants Paid $22,853

Salaries & Benefits $1,303,494

Fundraising Expenses $274,324

Program Expenses $1,965,225

Other Expenses $1,333,759

TOTAL EXPENSES $2,660,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,052,512	$18,864,413	-0.7%
Expenses	$2,660,106	$1,617,108	+0.6%
Net Income	$3,392,406	$17,247,305	-0.8%

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

107

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

$168,155

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY GERBIG	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRUCE MATTHEWS	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JAVIER GARAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NATE BOEBEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MONA MULDOWNEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMANDA GAUSEWITZ	TREASURER	2.00	Officer Director	$0	$0	$0
KATHY SCHELL	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVEN EWER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WALKER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MERZ	DIRECTOR	1.00	Director	$0	$0	$0
CYRENA PONDROM	DIRECTOR	1.00	Director	$0	$0	$0
BILL WINKLE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLA WINKLE	DIRECTOR	1.00	Director	$0	$0	$0
AARON ZUTZ	DIRECTOR	1.00	Director	$0	$0	$0
RON ZEROFSKY	DIRECTOR	1.00	Director	$0	$0	$0
MARIE JUSTICE	DIRECTOR	1.00	Director	$0	$0	$0
KAREN RENEE KRITSCH	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE SOMMERS-OLSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREE VALLEY	LIFE TRUSTEES	1.00	Director	$0	$0	$0
COE WILLIAMS	LIFE TRUSTEES	1.00	Director	$0	$0	$0
RICHARD W WOLF	LIFE TRUSTEES	1.00	Director	$0	$0	$0
STANLEY INHORN	LIFE TRUSTEES	1.00	Director	$0	$0	$0
MICHAEL GEORGE	LIFE TRUSTEES	1.00	Director	$0	$0	$0
BRIDGET FRASER	EXECUTIVE DIRECTOR	38.00	Officer	$142,667	$25,488	$168,155

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	$6,052,512	$2,660,106	$35,265,737	$3,392,406
2023	$18,864,413	$1,617,108	$27,703,210	$17,247,305
2022	$7,653,874	$1,411,162	$7,680,238	$6,242,712
2021	$1,732,368	$1,363,585	$1,346,832	$368,783
2020	$1,223,449	$1,226,943	$966,697	$-3,494
2019	$1,118,263	$1,150,343	$817,551	$-32,080

WISCONSIN YOUTH SYMPHONY ORCHESTRA INC