Form 990 for tax year 2023
Filed by FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC.
Totals
- Total revenue
- $686,693
- Total expenses
- $885,294
- Contributions and grants received
- $447,444
- Grants paid
- $0
- Program service revenue
- $242,073
- Investment income
- $12,199
- Other revenue
- -$15,023
- Total assets, end of year
- $1,229,712
- Total liabilities, end of year
- $363,024
- Net assets or fund balances, end of year
- $866,688
- Program services expenses (Part IX)
- $593,665
- Management and general expenses
- $227,286
- Fundraising expenses
- $64,343
- Program service expenses (Part III)
- $593,665
Program services were 67.1% 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.
-
1e · Government grants (contributions)
$14,980
-
1f · All other contributions, gifts and grants
$432,464
-
2a · Program service revenue: TICKET SALES: SEASON TICKET
total $197,326 · related or exempt $197,326
-
2b · Program service revenue: EDUCATION
total $41,547 · related or exempt $41,547
-
2c · Program service revenue: OUTREACH
total $3,200 · related or exempt $3,200
-
3 · Investment income
total $12,199 · excluded $12,199
-
8a · Fundraising events: gross income
$42,922
-
8b · Fundraising events: direct expenses
$57,945
-
8c · Net income from fundraising events
total -$15,023 · excluded -$15,023
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $183,752 · program services $120,381 · management and general $63,371
-
7 · Other salaries and wages
total $46,912 · program services $26,912 · fundraising $20,000
-
9 · Other employee benefits
total $2,652 · program services $1,326 · management and general $1,326
-
10 · Payroll taxes
total $21,636 · program services $6,183 · management and general $15,453
-
11c · Fees: accounting
total $35,003 · management and general $35,003
-
11f · Fees: investment management
total $5,547 · management and general $5,547
-
11g · Fees: other
total $269,536 · program services $269,536
-
12 · Advertising and promotion
total $58,514 · program services $80 · management and general $32,152 · fundraising $26,282
-
13 · Office expenses
total $27,856 · program services $39 · management and general $27,463 · fundraising $354
-
14 · Information technology
total $6,370 · management and general $6,370
-
16 · Occupancy
total $22,905 · management and general $22,905
-
17 · Travel
total $759 · management and general $759
-
19 · Conferences, conventions and meetings
total $132 · management and general $132
-
20 · Interest
total $2,618 · management and general $2,618
-
22 · Depreciation, depletion and amortization
total $1,563 · program services $723 · management and general $840
-
23 · Insurance
total $7,818 · management and general $7,818
-
24a · Other expenses: PRODUCTION COSTS
total $165,173 · program services $165,173
-
24b · Other expenses: DONOR RELATIONS
total $17,707 · fundraising $17,707
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $4,256 · management and general $4,256
-
24d · Other expenses: TOURS AND RETREATS
total $2,984 · program services $2,984
-
24e · All other expenses
total $1,601 · program services $328 · management and general $1,273
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $296,738 · end of year $150,743
-
2 · Savings and temporary cash investments
beginning of year $270,230 · end of year $172,924
-
3 · Pledges and grants receivable
beginning of year $107,300 · end of year $110,235
-
9 · Prepaid expenses and deferred charges
beginning of year $14,062 · end of year $32,791
-
10a · Land, buildings and equipment: cost or other basis
$90,362
-
10b · Land, buildings and equipment: accumulated depreciation
$85,659
-
10c · Land, buildings and equipment, net
beginning of year $6,267 · end of year $4,703
-
15 · Other assets
beginning of year $621,008 · end of year $758,316
-
17 · Accounts payable and accrued expenses
beginning of year $30,254 · end of year $34,644
-
19 · Deferred revenue
beginning of year $112,120 · end of year $138,841
-
24 · Unsecured notes and loans payable
beginning of year $104,477 · end of year $101,459
-
25 · Other liabilities
beginning of year $107,471 · end of year $88,080
-
27 · Net assets without donor restrictions
beginning of year $335,774 · end of year $119,478
-
28 · Net assets with donor restrictions
beginning of year $625,509 · end of year $747,210
Mission and programs · 2023
Mission
WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND EDUCATION.
-
SUBSCRIPTION AND TICKETED ORCHESTRAL CONCERTS IN A HALL WITH 2,000 SEATS.
Expenses $417,388 · Revenue $197,326
-
MAINTAIN YOUTH ORCHESTRA PROGRAM WITH 3 STUDENT ORCHESTRAS.
Expenses $61,708 · Revenue $32,354
-
OUTREACH PROGRAMMING FOR ELEMENTARY SCHOOL STUDENTS, SPECIAL NEEDS STUDENTS AND ADULTS, AND ASSISTED LIVING FACILITIES TO ENCOURAGE MUSIC AND MOVEMENT TO ENHANCE COMMUNICATION AND CONNECTION.
Expenses $59,814 · Revenue $12,393
-
PERFORM OUTREACH CONCERTS IN THE COMMUNITY IN OTHER VENUES TO INCREASE ACCESS AND REDUCE TICKET COST TO REACH MORE COMMUNITY MEMBERS
Expenses $54,755
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JAMIE LAFRENIERE
EXECUTIVE DI
- Total calculated
- $126,803
- From this org
- $111,481
- From related orgs
- $0
- Other
- $15,322
- Hours/week
- 40
-
KEVIN SUTTERLIN
MUSIC DIRECT
- Total calculated
- $57,010
- From this org
- $56,793
- From related orgs
- $0
- Other
- $217
- Hours/week
- 35
-
BRUCE ATWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOHN BYKOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SHERRY COLEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
PRISCILLA DANIELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
NICK GEFFERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN GLASER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAVID HAAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ROGER HANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TREVOR HIETPAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SANDRA HUPFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DON JUNGEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TOM LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MARCUS LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MIKE LOKENSGARD
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 5
-
CATHY MUTSCHLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEFANIE SCHUH
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
MEGAN WOOLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JERRY ZABRONSKY
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
RUSTY ZASPEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511349349301821
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