Wisconsin Chamber Orchestra

Get Closer to the Music

Madison, WI | https://wcoconcerts.org/

GuideStar Charity Check

EIN: 39-6078526

Contributions tax deductible
as of September 2023

IRS BMF 509(a)(2)
as of September 18, 2023

View summary

Charity Check report

Mission

The Wisconsin Chamber Orchestra's Mission is to provide programs of the highest artistic quality for its audiences. The Orchestra's performances entertain, inform, and enrich the quality of life for diverse local audiences and regional audiences through the transformative power of music.

Ruling year info

1962

CEO

Joe Loehnis

Music Director

Andrew Sewell

Main address

321 E Main St

Madison, WI 53703 USA

Show more contact info

EIN

39-6078526

Subject area info

Musical ensembles and groups

Orchestral music

Population served info

Age groups

Ethnic and racial groups

NTEE code info

Symphony Orchestras (A69)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Concerts on the Square

Annually attracting tens of thousands of music lovers to the Wisconsin State Capitol Square, Concerts on the Square is a fixture of the south-central Wisconsin summer experience. For six Wednesdays in the summer, Maestro Andrew Sewell and the Wisconsin Chamber Orchestra perform superb classical music, popular favorites, and less-known masterpieces for their audiences. Concerts on the Square performances are known for their casual atmosphere, offerings for all ages, frequent guest artists, and positive economic impact on downtown Madison.

Population(s) Served

Age groups

Ethnic and racial groups

Masterworks

Performed at the historic Capitol Theater at Overture Center for the Arts, the Wisconsin Chamber Orchestra's signature Masterworks series brings the best of classical music performance to Madison and south-central Wisconsin audiences. Throughout the concert series, patrons are delighted, fascinated, and even challenged by the remarkable artistry and skill of the musicians of the WCO. Each concert features one or more world-class guest artists, with a reputation for showcasing the next generation of virtuoso. Masterworks offers our community an accessible, welcoming classical music experience for all.

Music Education Programming

The Wisconsin Chamber Orchestra in creating opportunities for music education in the Madison community through a collection of programs that span the age range of our young audience.

Family Series Concerts: this ongoing series presents families and kids as young as toddlers with interactive concerts. They encourage moving around, making noise, and having fun, all while learning basic musical concepts.

Super Strings Program: in partnership with local community-based organizations, Super Strings provides violin lessons free of charge to elementary-aged kids who otherwise would not have access to vital music education. The program fosters musical skills and life skills.

Side by Side Project: in partnership with Wisconsin Youth Symphony Orchestras, the Side by Side project pairs high school-aged musicians with the professional musicians of the WCO for master classes and joint performance free for the community.

Population(s) Served

Age groups

Ethnic and racial groups

Age groups

Ethnic and racial groups

Where we work

External reviews

Videos

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of free performances given

Totals By Year

Population(s) Served

Related Program

Concerts on the Square

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Concerts on the Square is a free concert series held on the Wisconsin State Capitol each summer since 1984. No arts organization performs free for more people each year than the WCO.

Total number of free seats filled for performances

Totals By Year

Population(s) Served

Related Program

Concerts on the Square

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Concerts on the Square, held for free for six weeks each summer, is not a ticketed event. Therefore, the provided total of people attending the concert program is best on best-available estimates.

Goals & Strategy

SOURCE: Self-reported by organization

Reports and documents

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

The Wisconsin Chamber Orchestra strengthens Wisconsin communities through innovative, high-quality artistic experiences that entertain, inspire, and unite diverse audiences. Through concert programs serving tens of thousands annually and education programs that impact hundreds of young people, the Wisconsin Chamber Orchestra uses uplifting and enriching arts experiences to build a healthy, connected community.
No arts organization in Wisconsin performs free for more people each year than the Wisconsin Chamber Orchestra.

What are the organization's key strategies for making this happen?

The Wisconsin Chamber Orchestra is a premier chamber ensemble in the United States, offering the highest quality of classical music performance in a way accessible to all.

The Wisconsin Chamber Orchestra is best known for our Concerts on the Square series, which since 1984 has brought together tens of thousands of music lovers from the Dane County, Wisconsin area, and surrounding areas, for one-of-a-kind free outdoor concerts. While centered on excellent music—ranging from the core of the classical canon, to cutting-edge contemporary composers, to pop favorites—Concerts on the Square's true impact is in creating a shared space and cultural experience for all of the Madison and Dane County communities.

The Wisconsin Chamber Orchestra performs throughout the year, with concerts including those in Masterworks series, bringing world-class classical soloists to the Madison audience. Additional performances include an annual performance of Handel's Messiah and numerous engagements with other arts organizations, including ballet, choir, and opera companies.

The Wisconsin Chamber Orchestra is also engaged in quickly-growing music education activities. These include the Super Strings program, which provides free violin lessons and mentorship to K12 students who wouldn't otherwise have the opportunity; Youth concerts with original program designed to delight and inform young music lovers; a "side-by-side" performance collaboration between the WCO and the Wisconsin Youth Symphony Orchestras; and an annual Young Artist Concerto Competition awarding scholarships to the most promising young instrumentalists in Wisconsin.

What are the organization's capabilities for doing this?

The Wisconsin Chamber Orchestra is comprised of many of the finest classical instrumentalists in the Midwest and the United States. Under the leadership of long-tenured Music Director Andrew Sewell, the musicians of the Wisconsin Chamber Orchestra perform for their community with a remarkably high standard of musicianship and professionalism. Together, Maestro Sewell and the musicians of the Wisconsin Chamber Orchestra push the boundaries of the contemporary orchestra, performing both well-known and lesser-recognized works at the highest skill level.

The Wisconsin Chamber Orchestra currently works in partnership with a Composer in Residence, esteemed scholar-practitioner of music composition and cultural analysis Dr. Bill Banfield. Partway through a three-year residency, Dr. Banfield and the Wisconsin Chamber Orchestra have commissioned and performed multiple new works and have worked to forge a new definition of true "community engagement" with classical music and the impact a professional orchestra has as a reflection of its community.

What have they accomplished so far and what's next?

The Wisconsin Chamber Orchestra, having been founded in 1960, is part of the fabric of cultural life in the Madison and Dane County, Wisconsin communities. Concerts on the Square is readily considered one of the iconic traditions of Madison, defining the cultural life of the city through community togetherness, an appreciation for the arts, and a desire for shared well-being and economic prosperity. Concerts on the Square and the rest of the Wisconsin Chamber Orchestra concerts serve as both cultural touchstones for Dane County as well as economic drivers of hundreds of thousands of dollars of economic activity.

The Wisconsin Chamber Orchestra's education programs serve hundreds of children and youth annually to wide acclaim from partner organizations including the Madison Metropolitan School District, Big Brothers Big Sisters Dane County, and the Lussier Community Education Center.

Financials

Wisconsin Chamber Orchestra

Fiscal year: Sep 01 - Aug 31

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022

SOURCE: IRS Form 990

0.78

Average of 0.49 over 10 years

Months of cash in 2022

SOURCE: IRS Form 990

1.5

Average of 1.6 over 10 years

Fringe rate in 2022

SOURCE: IRS Form 990

20%

Average of 16% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Wisconsin Chamber Orchestra

Revenue & expenses

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$693,638
Government Grants	$0
Program Services	$191,758
Investments	$64,709
Special Events	$1,942
Sales	$23,868
Other	$0
Total Revenue	$975,915

Expenses
Program Services	$919,052
Administration	$396,168
Fundraising	$360,282
Total Expenses	$1,675,502
Net Gain/Loss	($699,587)

Functional expenses
Accounting Fees	$3,801
Advertising & Promotion	$104,570
Information Technology Expenses	$0
Insurance Expenses	$21,472
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$972,848
Government Grants	$0
Program Services	$199,568
Investments	$70,748
Special Events	$26,527
Sales	$8,925
Other	$0
Total Revenue	$1,278,616

Expenses
Program Services	$965,671
Administration	$424,873
Fundraising	$379,230
Total Expenses	$1,769,774
Net Gain/Loss	($491,158)

Functional expenses
Accounting Fees	$3,873
Advertising & Promotion	$151,634
Information Technology Expenses	$0
Insurance Expenses	$19,050
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$925,817
Government Grants	$0
Program Services	$195,205
Investments	$105,274
Special Events	$41,747
Sales	$27,024
Other	$0
Total Revenue	$1,295,067

Expenses
Program Services	$906,352
Administration	$443,157
Fundraising	$361,468
Total Expenses	$1,710,977
Net Gain/Loss	($415,910)

Functional expenses
Accounting Fees	$4,014
Advertising & Promotion	$120,498
Information Technology Expenses	$0
Insurance Expenses	$20,915
Interest Expenses	$35,996
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$905,931
Government Grants	$0
Program Services	$255,679
Investments	$23,567
Special Events	$34,867
Sales	$25,683
Other	$0
Total Revenue	$1,245,727

Expenses
Program Services	$1,120,728
Administration	$434,880
Fundraising	$393,578
Total Expenses	$1,949,186
Net Gain/Loss	($703,459)

Functional expenses
Accounting Fees	$4,251
Advertising & Promotion	$159,898
Information Technology Expenses	$0
Insurance Expenses	$22,557
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,195,772
Government Grants	$0
Program Services	$284,501
Investments	$31,924
Special Events	($93,453)
Sales	$38,789
Other	$0
Total Revenue	$1,457,533

Expenses
Program Services	$944,140
Administration	$587,979
Fundraising	$105,232
Total Expenses	$1,637,351
Net Gain/Loss	($179,818)

Functional expenses
Accounting Fees	$4,219
Advertising & Promotion	$137,234
Information Technology Expenses	$0
Insurance Expenses	$17,018
Interest Expenses	$35,953
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$947,218
Government Grants	$0
Program Services	$232,575
Investments	$30,653
Special Events	($50,625)
Sales	($12,839)
Other	$0
Total Revenue	$1,146,982

Expenses
Program Services	$1,238,569
Administration	$327,732
Fundraising	$296,870
Total Expenses	$1,863,171
Net Gain/Loss	($716,189)

Functional expenses
Accounting Fees	$3,857
Advertising & Promotion	$17,262
Information Technology Expenses	$0
Insurance Expenses	$28,268
Interest Expenses	$742
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,174,170
Government Grants	$0
Program Services	$444,855
Investments	($16,530)
Special Events	($509)
Sales	($7,009)
Other	$0
Total Revenue	$1,594,977

Expenses
Program Services	$1,398,621
Administration	$745,610
Fundraising	$206,568
Total Expenses	$2,350,799
Net Gain/Loss	($755,822)

Functional expenses
Accounting Fees	$12,982
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$35,653
Interest Expenses	$1,234
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,428,806
Government Grants	$0
Program Services	$339,598
Investments	($139,453)
Special Events	$9,686
Sales	$0
Other	$12,191
Total Revenue	$1,650,828

Expenses
Program Services	$1,207,622
Administration	$746,641
Fundraising	$190,955
Total Expenses	$2,145,218
Net Gain/Loss	($494,390)

Functional expenses
Accounting Fees	$16,644
Advertising & Promotion	$134,548
Information Technology Expenses	$0
Insurance Expenses	$39,069
Interest Expenses	$4,863
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$17,350
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,252,621
Government Grants	$0
Program Services	$338,662
Investments	$0
Special Events	$23,228
Sales	$0
Other	$8,984
Total Revenue	$2,623,495

Expenses
Program Services	$1,297,874
Administration	$610,981
Fundraising	$206,187
Total Expenses	$2,115,042
Net Gain/Loss	$508,453

Functional expenses
Accounting Fees	$21,472
Advertising & Promotion	$81,403
Information Technology Expenses	$0
Insurance Expenses	$32,937
Interest Expenses	$4,902
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$17,174
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,091,099
Government Grants	$0
Program Services	$305,084
Investments	$0
Special Events	$6,251
Sales	$0
Other	$12,774
Total Revenue	$2,415,208

Expenses
Program Services	$1,232,371
Administration	$635,126
Fundraising	$178,164
Total Expenses	$2,045,661
Net Gain/Loss	$369,547

Functional expenses
Accounting Fees	$20,915
Advertising & Promotion	$102,494
Information Technology Expenses	$0
Insurance Expenses	$37,530
Interest Expenses	$5,425
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,452,575
Government Grants	$0
Program Services	$299,844
Investments	$0
Special Events	$5,953
Sales	$0
Other	$10,707
Total Revenue	$1,769,079

Expenses
Program Services	$1,551,961
Administration	$322,565
Fundraising	$380,549
Total Expenses	$2,255,075
Net Gain/Loss	($485,996)

Functional expenses
Accounting Fees	$36,792
Advertising & Promotion	$86,183
Information Technology Expenses	$0
Insurance Expenses	$29,738
Interest Expenses	$10,810
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$16,188
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,778,496
Government Grants	$0
Program Services	$170,923
Investments	$6
Special Events	($15,885)
Sales	$0
Other	$0
Total Revenue	$1,933,540

Expenses
Program Services	$1,140,657
Administration	$456,888
Fundraising	$195,206
Total Expenses	$1,792,751
Net Gain/Loss	$140,789

Functional expenses
Accounting Fees	$42,059
Advertising & Promotion	$228,002
Information Technology Expenses	$0
Insurance Expenses	$49,267
Interest Expenses	$14,173
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$2,483,344
Government Grants	$148,511
Program Services	$108,734
Investments	$47
Special Events	$0
Sales	$0
Other	$432,560
Total Revenue	$3,173,196

Expenses
Program Services	$1,435,863
Administration	$221,115
Fundraising	$210,696
Total Expenses	$1,867,674
Net Gain/Loss	$1,305,522

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$103,844
Information Technology Expenses	$0
Insurance Expenses	$17,794
Interest Expenses	$8,936
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,338,702
Government Grants	$260,053
Program Services	$241,554
Investments	$22
Special Events	$0
Sales	$0
Other	$15,604
Total Revenue	$1,855,935

Expenses
Program Services	$2,063,374
Administration	$266,298
Fundraising	$306,597
Total Expenses	$2,636,269
Net Gain/Loss	($780,334)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$206,887
Information Technology Expenses	$0
Insurance Expenses	$44,381
Interest Expenses	$1,157
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Wisconsin Chamber Orchestra

Balance sheet

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Sep 01, 2008	Aug 31, 2009	Change
Contributions	$693,638
Cash & Equivalents	$1,120,036	$899,076	($220,960)
Accounts Receivable	$110,979	$25,503	($85,476)
Pledges & Grants Receivable	$546,205	$393,583	($152,622)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$49,538	$44,603	($4,935)
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,324,321	$1,281,055	($43,266)
Other	$4,473,250	$3,734,474	($738,776)
Total Assets	$7,624,329	$6,378,294	($1,246,035)

Liabilities	Sep 01, 2008	Aug 31, 2009	Change
Accounts Payable	$130,075	$99,301	($30,774)
Grants Payable	$0	$0	$0
Deferred Revenue	$90,322	$95,355	$5,033
Loans and Notes	$593,681	$585,879	($7,802)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$5,000	$5,000	$0
Total Liabilities	$819,078	$785,535	($33,543)

Fund balance	Sep 01, 2008	Aug 31, 2009	Change
Temporarily Restricted Net Assets	$1,073,921	$521,555	-$552,366
Permanently Restricted Net Assets	$9,400	$9,400	$0
Total Restricted Net Assets	$1,083,321	$530,955	($552,366)
Unrestricted Net Assets	$5,721,930	$5,061,804	($660,126)
Net Assets	$6,805,251	$5,592,759	($1,212,492)

Assets	Sep 01, 2009	Aug 31, 2010	Change
Contributions	$972,848
Cash & Equivalents	$899,076	$828,347	($70,729)
Accounts Receivable	$25,503	$125,299	$99,796
Pledges & Grants Receivable	$393,583	$356,450	($37,133)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$44,603	$35,259	($9,344)
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,281,055	$1,237,850	($43,205)
Other	$3,734,474	$3,683,031	($51,443)
Total Assets	$6,378,294	$6,266,236	($112,058)

Liabilities	Sep 01, 2009	Aug 31, 2010	Change
Accounts Payable	$99,301	$109,740	$10,439
Grants Payable	$0	$0	$0
Deferred Revenue	$95,355	$191,860	$96,505
Loans and Notes	$585,879	$578,204	($7,675)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$5,000	$5,000	$0
Total Liabilities	$785,535	$884,804	$99,269

Fund balance	Sep 01, 2009	Aug 31, 2010	Change
Temporarily Restricted Net Assets	$521,555	$381,070	-$140,485
Permanently Restricted Net Assets	$9,400	$9,400	$0
Total Restricted Net Assets	$530,955	$390,470	($140,485)
Unrestricted Net Assets	$5,061,804	$4,990,962	($70,842)
Net Assets	$5,592,759	$5,381,432	($211,327)

Assets	Sep 01, 2010	Aug 31, 2011	Change
Contributions	$925,817
Cash & Equivalents	$828,347	$616,521	($211,826)
Accounts Receivable	$125,299	$75,242	($50,057)
Pledges & Grants Receivable	$356,450	$433,935	$77,485
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$35,259	$28,052	($7,207)
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,237,850	$1,194,647	($43,203)
Other	$3,683,031	$3,881,150	$198,119
Total Assets	$6,266,236	$6,229,547	($36,689)

Liabilities	Sep 01, 2010	Aug 31, 2011	Change
Accounts Payable	$109,740	$63,038	($46,702)
Grants Payable	$0	$0	$0
Deferred Revenue	$191,860	$84,838	($107,022)
Loans and Notes	$578,204	$569,772	($8,432)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$5,000	$0	($5,000)
Total Liabilities	$884,804	$717,648	($167,156)

Wisconsin Chamber Orchestra

Financial trends analysis Glossary & formula definitions

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

This snapshot of Wisconsin Chamber Orchestra’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Sep 01 - Aug 31 View full report Download data

Business model indicators

Profitability	2018	2019	2020	2021	2022
Unrestricted surplus (deficit) before depreciation	$295,415	-$363,442	-$3,482	$1,396,223	-$637,316
As % of expenses	14.5%	-16.2%	-0.2%	75.2%	-24.2%
Unrestricted surplus (deficit) after depreciation	$285,164	-$373,692	-$13,940	$1,385,471	-$643,709
As % of expenses	13.9%	-16.6%	-0.8%	74.2%	-24.4%

Revenue composition
Total revenue (unrestricted & restricted)	$2,415,208	$1,769,079	$1,933,540	$3,173,196	$1,855,935
Total revenue, % change over prior year	-7.9%	-26.8%	9.3%	64.1%	-41.5%
Program services revenue	12.6%	16.9%	8.8%	3.4%	13.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	0.0%	0.0%	0.0%	0.0%	0.0%
Government grants	0.0%	0.0%	0.0%	4.7%	14.0%
All other grants and contributions	86.8%	82.4%	91.2%	78.3%	72.1%
Other revenue	0.5%	0.6%	0.0%	13.6%	0.8%

Expense composition
Total expenses before depreciation	$2,035,410	$2,244,825	$1,782,293	$1,856,922	$2,629,876
Total expenses, % change over prior year	-3.6%	10.3%	-20.6%	4.2%	41.6%
Personnel	64.0%	25.2%	26.6%	54.3%	51.6%
Professional fees	1.5%	3.5%	3.0%	3.5%	3.1%
Occupancy	3.0%	2.8%	3.4%	3.5%	2.5%
Interest	0.3%	0.5%	0.8%	0.5%	0.0%
Pass-through	0.0%	0.0%	0.0%	0.0%	0.0%
All other expenses	31.2%	68.0%	66.1%	38.2%	42.8%

Full cost components (estimated)	2018	2019	2020	2021	2022
Total expenses (after depreciation)	$2,045,661	$2,255,075	$1,792,751	$1,867,674	$2,636,269
One month of savings	$169,618	$187,069	$148,524	$154,744	$219,156
Debt principal payment	$30,000	$0	$0	$0	$240,053
Fixed asset additions	$0	$0	$0	$16,000	$0
Total full costs (estimated)	$2,245,279	$2,442,144	$1,941,275	$2,038,418	$3,095,478

Capital structure indicators

Liquidity	2018	2019	2020	2021	2022
Months of cash	0.3	0.1	1.5	3.9	1.5
Months of cash and investments	0.3	0.1	1.5	3.9	1.5
Months of estimated liquid unrestricted net assets	26.0	21.6	27.1	35.0	21.7

Balance sheet composition	2018	2019	2020	2021	2022
Cash	$54,808	$25,537	$216,012	$601,229	$339,139
Investments	$0	$0	$0	$0	$0
Receivables	$378,340	$272,940	$182,554	$331,521	$165,557
Gross land, buildings, equipment (LBE)	$166,123	$166,123	$166,123	$182,123	$185,475
Accumulated depreciation (as a % of LBE)	79.6%	85.8%	92.1%	89.9%	91.7%
Liabilities (as a % of assets)	5.3%	12.2%	12.5%	10.2%	8.9%
Unrestricted net assets	$4,414,206	$4,040,514	$4,026,574	$5,412,045	$4,768,336
Temporarily restricted net assets	$378,281	$275,377	N/A	N/A	N/A
Permanently restricted net assets	$9,400	$0	N/A	N/A	N/A
Total restricted net assets	$387,681	$275,377	$430,106	$350,157	$213,532
Total net assets	$4,801,887	$4,315,891	$4,456,680	$5,762,202	$4,981,868

Key data checks

Key data checks	2018	2019	2020	2021	2022
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination is not available for this organization

Form 1023/1024 is not available for this organization

CEO

Joe Loehnis

LinkedIn profile

Joe became CEO of the Wisconsin Chamber Orchestra in Summer 2019. He is trained as a professional cellist and holds an MBA in Finance from the University of Wisconsin–Madison. As the CEO, Joe guides all activities of the WCO, managing a staff of ten and facilitating the artistic vision of Music Director Andrew Sewell and the musicians of the WCO. Prior to the WCO, Joe served as Executive Director of The First Tee of South Central Wisconsin, a global youth development organization teaching and reinforcing life skills through the game of golf. Before entering nonprofit management, Joe was a professional golfer, pursuing his dream of playing on the PGA Tour. An avid cyclist and intensive meditation practitioner, Joe lives in Madison with his wife Evan, son Levi, and daughter Sunny.

Music Director

Andrew Sewell

Andrew Sewell has served as Music Director of the Wisconsin Chamber Orchestra since 2000. In that time, he has built an ensemble of world-caliber musicians and performed for hundreds of thousands through the WCO's signature Concerts on the Square and Masterworks series. A native of New Zealand, Andrew received his music training on violin, piano, and cornet before taking up conducting at the age of 16. Sewell holds a Master of Music degree with Honors in Conducting from the University of Michigan. Andrew's career with the WCO and other orchestras has garnered him many accolades as well as a reputation for innovative programming and a knack for discovering new talent. In addition to his role with the WCO, Andrew serves as Music Director of the San Luis Obispo Symphony. While not conducting, Andrew enjoys cycling the backroads of Wisconsin and San Luis Obispo and visiting family in New Zealand. He and his wife, Mary, have three grown children and reside in Madison.

Number of employees

Source: IRS Form 990

Wisconsin Chamber Orchestra

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

Wisconsin Chamber Orchestra

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

Wisconsin Chamber Orchestra

Board of directors
as of 06/09/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Joseph Diedrich

Husch Blackwell

Term: 2021 -

Organizational demographics

SOURCE: Self-reported; last updated 9/28/2021

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Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Male, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

The organization's co-leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Male, Not transgender (cisgender)

Race & ethnicity

No data

Gender identity

No data

Sexual orientation

No data

Disability

No data

Wisconsin Chamber Orchestra

Get Closer to the Music

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

Concerts on the Square

Masterworks

Music Education Programming

Where we work

Our results

Evaluation documents

Total number of free performances given

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Total number of free seats filled for performances

Totals By Year

Population(s) Served

Related Program

Type of Metric

Direction of Success

Context Notes

Goals & Strategy

Reports and documents

Charting impact

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

What have they accomplished so far and what's next?

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2022 info

0.78

Months of cash in 2022 info

1.5

Fringe rate in 2022 info

20%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Wisconsin Chamber Orchestra

Wisconsin Chamber Orchestra

Wisconsin Chamber Orchestra

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

CEO

Joe Loehnis

Music Director

Andrew Sewell

Number of employees

Wisconsin Chamber Orchestra

Compensation data

Wisconsin Chamber Orchestra

Compensation data

Wisconsin Chamber Orchestra

Board of directors data

Joseph Diedrich

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Liquidity in 2022

Months of cash in 2022

Fringe rate in 2022

Funding sources

Assets & liabilities