Fox Valley Symphony Orchestra Association Inc
- Assets
- $1.4m
- Revenue
- $787.2k
- Investments
- $0.0
- Employees
- 14
- Location
- Appleton, WI
- Founding
- 11/1966
- Data as of
- 06/2021
- EIN
- 39-1089489
Organization Overview
Fox Valley Symphony Orchestra Association Inc is located in Appleton, WI. The organization was established in 1966. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, Fox Valley Symphony Orchestra Association Inc employed 14 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fox Valley Symphony Orchestra Association Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Fox Valley Symphony Orchestra Association Inc generated $787.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $404.4k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENRICH AND NURTURE THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC AND EDUCATIONAL OPPORTUNITIES THAT ENHANCE THE CULTURAL DEVELOPMENT OF OUR COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUBSCRIPTION CONCERTS IN A HALL WITH 2,000 SEATS
MAINTAIN YOUTH ORCHESTRA PROGRAMS AND PHILHARMONIA ORCHESTRAS, AND SPONSOR YOUTH SOLOIST COMPETITION.
SCHOOL PROGRAM TO ACQUAINT YOUTH WITH SYMPHONIC MUSIC BY VISITING SCHOOLS WITH A STRING QUARTET AND PERFORMING FOR THEM. REACHES ABOUT 1,500 STUDENTS AND TEACHERS.
PROVIDE SYMPHONY MUSICIANS FOR SPECIAL PERFORMANCES, AS REQUESTED BY THE COMMUNITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jamie Lafreniere Executive Di | Officer | 40 | $101,554 |
Kevin Sutterlin Music Direct | Officer | 40 | $45,173 |
Addie Teeters Past Preside | OfficerTrustee | 5 | $0 |
Stefanie Schuh Secretary | OfficerTrustee | 2 | $0 |
Mike Lokensgard President El | OfficerTrustee | 5 | $0 |
Sandra Hupfer President | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $111,165 |
| All other contributions, gifts, grants, and similar amounts not included above | $539,830 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $650,995 |
| Total Program Service Revenue | $137,009 |
| Investment income | $2,614 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$3,378 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $787,240 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $172,477 |
| Compensation of current officers, directors, key employees. | $46,283 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $47,439 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $8,265 |
| Payroll taxes | $20,747 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $14,309 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $4,820 |
| Fees for services: Other | $54,156 |
| Advertising and promotion | $23,004 |
| Office expenses | $14,482 |
| Information technology | $5,645 |
| Royalties | $0 |
| Occupancy | $13,610 |
| Travel | $198 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $201 |
| Interest | $1,597 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,365 |
| Insurance | $1,893 |
| All other expenses | $192 |
| Total functional expenses | $404,449 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $285,325 |
| Savings and temporary cash investments | $261,710 |
| Pledges and grants receivable | $286,038 |
| Accounts receivable, net | $780 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $20,673 |
| Net Land, buildings, and equipment | $7,829 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $553,418 |
| Total assets | $1,415,773 |
| Accounts payable and accrued expenses | $17,382 |
| Grants payable | $0 |
| Deferred revenue | $1,111 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $52,900 |
| Other liabilities | $0 |
| Total liabilities | $71,393 |
| Net assets without donor restrictions | $576,199 |
| Net assets with donor restrictions | $768,181 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,415,773 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that Fox Valley Symphony Orchestra Association Inc has recieved totaling $417,332.
| Awarding Organization | Amount |
|---|---|
Thrivent Financial For Lutherans Minneapolis, MN PURPOSE: General Support | $333,659 |
Community Foundation For The Fox Valley Region Inc Appleton, WI PURPOSE: A69: SYMPHONY ORCHESTRAS | $35,969 |
Network For Good Inc Washington, DC PURPOSE: UNRESTRICTED | $24,219 |
Fox Cities Convention & Visitors Bureau Inc Appleton, WI PURPOSE: COVID RELIEF | $20,000 |
Green Bay Packers Foundation Green Bay, WI PURPOSE: IN HARMONY | $3,100 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $235 |
Endowment Analysis
| Beg. Balance | $279,854 |
| Earnings | $45,547 |
| Admin Expense | $4,820 |
| Net Contributions | $1,913 |
| Other Expense | $23,069 |
| Ending Balance | $299,425 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Chicago Symphony Orchestra Chicago, IL | $576,700,123 | $109,905,535 |
Minnesota Orchestral Association Minneapolis, MN | $187,473,763 | $23,588,719 |
Detroit Symphony Orchestra Hall Inc Detroit, MI | $97,503,520 | $29,874,628 |
Milwaukee Symphony Orchestra Inc Milwaukee, WI | $122,941,209 | $33,243,126 |
Grand Rapids Symphony Society Grand Rapids, MI | $6,657,585 | $10,068,479 |
Saint Paul Chamber Orchestra Society St Paul, MN | $57,703,244 | $22,202,532 |
Kalamazoo Symphony Orchestra Kalamazoo, MI | $22,806,442 | $2,938,902 |
Madison Symphony Orchestra Inc Madison, WI | $6,807,074 | $3,792,114 |
Des Moines Symphony Association Des Moines, IA | $12,208,795 | $2,653,432 |
Milwaukee Youth Symphony Orchestra Inc Milwaukee, WI | $9,958,210 | $2,491,222 |
Elgin Symphony Orchestra Assoc Elgin, IL | $718,957 | $2,098,094 |
Quad City Symphony Orchestra Association Davenport, IA | $1,491,842 | $2,535,869 |