Form 990 for tax year 2022
Filed by WISCONSIN YOUTH SYMPHONY ORCHESTRAS FOUNDATION INC.
Totals
- Total revenue
- $699,520
- Total expenses
- $203,574
- Contributions and grants received
- $41,023
- Grants paid
- $182,417
- Program service revenue
- $0
- Investment income
- $658,497
- Other revenue
- $0
- Total assets, end of year
- $3,658,376
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,658,376
- Program services expenses (Part IX)
- $182,417
- Management and general expenses
- $21,157
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $182,417
Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$41,023
-
1g · Noncash contributions included above
$6,023
-
3 · Investment income
total $83,087 · excluded $83,087
-
7a · Gross sales of assets other than inventory
securities $3,896,831
-
7b · Less cost or other basis and sales expenses
securities $3,321,421
-
7c · Gain or loss
securities $575,410
-
7d · Net gain or loss
total $575,410 · excluded $575,410
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $182,417 · program services $182,417
-
11f · Fees: investment management
total $21,157 · management and general $21,157
Balance sheet
Part X, book values.
-
3 · Pledges and grants receivable
beginning of year $17,756 · end of year $11,000
-
11 · Investments: publicly traded securities
beginning of year $3,366,300 · end of year $3,558,340
-
12 · Investments: other securities
beginning of year $69,552 · end of year $89,036
-
27 · Net assets without donor restrictions
beginning of year $990,528 · end of year $1,091,673
-
28 · Net assets with donor restrictions
beginning of year $2,463,080 · end of year $2,566,703
Mission and programs · 2022
Mission
A SUPPORTING ORGANIZATION OF THE WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC.
-
IN THE 2022-23 FISCAL YEAR THE WISCONSIN YOUTH SYMPHONY ORCHESTRAS FOUNDATION INC. PROVIDED GRANTS TOTALING $182,417 TO THE WISCONSIN YOUTH SYMPHONY ORCHESTRA, INC. TO SUPPORT ITS PROGRAMS THAT PROVIDE YOUTH MUSICAL TRAINING AND PERFORMANCE OPPORTUNITIES.
Expenses $182,417 · Grants $182,417
As filed on the 2022 return.
Listed in Part VII
-
Bridget FraserBRIDGET FRASER
EXECUTIVE DIRECTOR AND SECRETARY
- Total calculated
- $168,873
- From this org
- $0
- From related orgs
- $137,559
- Other
- $31,314
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $137,559 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,705 related
- Nontaxable benefits
- $0 + $22,609 related
- Filer's total
- $0 + $168,873 related
-
Graham FuguittGRAHAM FUGUITT
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Diane BallwegDIANE BALLWEG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela BattermanANGELA BATTERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marian BolzMARIAN BOLZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Amanda GausewitzAMANDA GAUSEWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Linda LeiknessLINDA LEIKNESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bruce MatthewsBRUCE MATTHEWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Christopher RichCHRISTOPHER RICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles SteinhauerCHARLES STEINHAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert StroudROBERT STROUD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane MaylandDIANE MAYLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE WYSO PERSONNEL COMMITTEE BASED ON MARKET FACTORS AND COMPARABLE DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS SALARY SURVEYS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SCHOLARSHIPS TO SUPPLEMENT THE COST OF TUITION FOR STUDENTS WHO REQUIRE FINANCIAL AID.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WISCONSIN YOUTH SYMPHONY ORCHESTRA INC
501(C)(3) · ENRICHING LIVES BY PROVIDING TRANSFORMATIONAL MUSICAL EXPERIENCES · WI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430449349301808
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