2025-05-14T09:54:18-04:00 2024-06-30 391658423 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2023-07-01 391089489 FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC FOXV 9209680300 54 PARK PLACE 200 APPLETON WI 54914 STEFANIE SCHUH TREASURER 9209680300 2025-05-13 true false LAURA STINSKI CPA P02069209 9209930105 2025-05-13 2023 2025-03-06 01:10:19Z STEFANIE SCHUH 54 PARK PLACE 200 APPLETON WI 54914 744638 false X WWW.FOXVALLEYSYMPHONY.COM X 1966 WI WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND EDUCATION. 19 19 13 19 0 439228 447444 197264 242073 7583 12199 16237 -15023 660312 686693 0 0 238222 254952 0 64343 663770 630342 901992 885294 -241680 -198601 1315605 1229712 354322 363024 961283 866688 X WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND EDUCATION. false false 417388 197326 SUBSCRIPTION AND TICKETED ORCHESTRAL CONCERTS IN A HALL WITH 2,000 SEATS. 61708 32354 MAINTAIN YOUTH ORCHESTRA PROGRAM WITH 3 STUDENT ORCHESTRAS. 59814 12393 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. 54755 PERFORM OUTREACH CONCERTS IN THE COMMUNITY IN OTHER VENUES TO INCREASE ACCESS AND REDUCE TICKET COST TO REACH MORE COMMUNITY MEMBERS 54755 593665 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 97 0 true 13 true false false false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false WI X JAMIE LAFRENIERE 9209680300 54 PARK PLACE SUITE 200 APPLETON WI 54914 JAMIE LAFRENIERE EXECUTIVE DI 40.00 X 111481 0 15322 KEVIN SUTTERLIN MUSIC DIRECT 35.00 X 56793 0 217 BRUCE ATWELL DIRECTOR 2.00 X 0 0 0 JOHN BYKOWSKI DIRECTOR 2.00 X 0 0 0 SHERRY COLEY PRESIDENT 5.00 X X 0 0 0 PRISCILLA DANIELS DIRECTOR 2.00 X 0 0 0 NICK GEFFERS DIRECTOR 2.00 X 0 0 0 KEVIN GLASER DIRECTOR 2.00 X 0 0 0 DAVID HAAS DIRECTOR 2.00 X 0 0 0 ROGER HANSEN DIRECTOR 2.00 X 0 0 0 TREVOR HIETPAS DIRECTOR 2.00 X 0 0 0 SANDRA HUPFER DIRECTOR 2.00 X 0 0 0 DON JUNGEN DIRECTOR 2.00 X 0 0 0 TOM LEE DIRECTOR 2.00 X 0 0 0 MARCUS LEWIS DIRECTOR 2.00 X 0 0 0 MIKE LOKENSGARD PAST PRESIDE 5.00 X X 0 0 0 CATHY MUTSCHLER DIRECTOR 2.00 X 0 0 0 STEFANIE SCHUH TREASURER 5.00 X X 0 0 0 MEGAN WOOLF DIRECTOR 2.00 X 0 0 0 JERRY ZABRONSKY SECRETARY 5.00 X X 0 0 0 RUSTY ZASPEL DIRECTOR 2.00 X 0 0 0 168274 15539 1 false false false 14980 432464 447444 TICKET SALES: SEASON TICKET 197326 197326 EDUCATION 41547 41547 OUTREACH 3200 3200 242073 12199 12199 42922 57945 -15023 -15023 686693 242073 -2824 X 183752 120381 63371 46912 26912 20000 2652 1326 1326 21636 6183 15453 35003 35003 5547 5547 269536 269536 58514 80 32152 26282 27856 39 27463 354 6370 6370 22905 22905 759 759 132 132 2618 2618 1563 723 840 7818 7818 PRODUCTION COSTS 165173 165173 DONOR RELATIONS 17707 17707 DUES AND SUBSCRIPTIONS 4256 4256 TOURS AND RETREATS 2984 2984 1601 328 1273 885294 593665 227286 64343 296738 150743 270230 172924 107300 110235 14062 32791 90362 85659 6267 4703 621008 758316 1315605 1229712 30254 34644 112120 138841 104477 101459 107471 88080 354322 363024 X 335774 119478 625509 747210 961283 866688 1315605 1229712 X -198601 104006 X false true X true false X 497643 650995 449010 485399 447444 2530491 497643 650995 449010 485399 447444 2530491 576546 1953945 1528 2614 2362 7583 12199 26286 890 10340 16237 42922 70389 2627166 942528 0.74370 0.74290 X PART II, LINE 10 MISCELLANEOUS INCOME 27,467 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 511873 104006 -46908 -5547 563424 520519 2249 21219 -27563 -4551 511873 553418 50000 -60427 -17476 -4996 520519 447902 1913 129375 -20952 -4820 553418 489925 -4968 -32275 -4780 447902 0.46860 0.17480 0.35660 true false 90362 85659 4703 4703 CFFVR - FVS ENDOWMENT FUND 471952 CERTIFICATES OF DEPOSIT 104911 CFFVR - YO ENDOWMENT FUND 91473 RIGHT TO USE ASSET 88080 SECURITY DEPOSIT 1900 758316 LEASE LIABILITY 88080 88080 X 843097 104006 57945 161951 681146 5547 5547 686693 937692 57945 57945 879747 5547 5547 885294 SCHEDULE D, PAGE 2, PART V, LINE 4 THE TEMPORARILY RESTRICTED ENDOWMENTS WILL BE USED AS RESTRICTIONS ARE RELEASED. THE PERMANENTLY RESTRICTED ENDOWMENT PRINCIPLE WILL REMAIN INTACT AND ANY INVESTMENTS EARNINGS WILL BE USED FOR OPERATING EXPENSES UNLESS OTHERWISE NOTED BY THE DONOR(S). SCHEDULE D, PAGE 3, PART X THE SYMPHONY IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GIFTS, GRANTS AND BEQUESTS ARE DEDUCTIBLE BY DONORS WITHIN LIMITATIONS OF THE INTERNAL REVENUE CODE. THE SYMPHONY EVALUATES ITS TAX POSITIONS BASED ON WHETHER OR NOT THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THIS EVALUATION INCLUDES MONITORING CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS. THE SYMPHONYS FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES NETTED 57,945 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES NETTED 57,945 SINFONIA 42922 42922 57945 42922 42922 57945 57945 -15023 FORM 990, PAGE 2, PART III, LINE 4D PERFORM OUTREACH CONCERTS IN THE COMMUNITY IN OTHER VENUES TO INCREASE ACCESS AND REDUCE TICKET COST TO REACH MORE COMMUNITY MEMBERS FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE MEMBERS OF THE BOARD OF DIRECTORS AND MANAGEMENT AND APPROVED PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL REPORTS ARE REQUIRED TO BE COMPLETED BY BOARD MEMBERS, EMPLOYEES, AND COMMITTEE MEMBERS WHICH REQUIRES DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY EXIST. THE FORMS ARE REVIEWED BY THE OFFICERS OF THE BOARD WHO WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS AND IN THE ABSENCE OF A RESOLUTION, WILL REFER ALL MATTERS TO THE FULL BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR WILL BE DETERMINED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE SYMPHONY. APPROPRIATE COMPENSATION WILL BE BASED UPON SEVERAL FACTORS INCLUDING BUT NOT LIMITED TO: - PERFORMANCE REVIEWS - DATA COMPILED AND DISTRIBUTED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR SIMILIAR SIZED ORCHESTRAS THROUGHOUT THE UNITED STATES FOR SIMILIAR POSITIONS. - SALARY INFORMATION FOR SIMILAR POSITIONS OF NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND MISSION IN THE STATE OF WISCONSIN. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF THE MUSIC DIRECTOR WILL BE DETERMINED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE SYMPHONY. APPROPRIATE COMPENSATION WILL BE BASED UPON SEVERAL FACTORS INCLUDING BUT NOT LIMITED TO: -PERFORMANCE REVIEWS - DATA COMPILED AND DISTRIBUTED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR SIMILIAR SIZED ORCHESTRAS THROUGHOUT THE UNITED STATES FOR SIMILIAR POSITIONS. - SALARY INFORMATION FOR SIMILAR POSITIONS OF NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND MISSION IN THE STATE OF WISCONSIN. FORM 990, PAGE 6, PART VI, LINE 19 THE SYMPHONY MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST OR ON THEIR WEBSITE. FORM 990, PART IX, LINE 11G OTHER FEES-PROGSERV-990 269,536 0 0 FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES NETTED 57,945 SPECIAL EVENT EXPENSES NETTED -57,945