Nonprofit · EIN 39-1089489
FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $792,313 | $910,438 | -$118,125 | $1,148,585 | $331,798 | $816,787 |
| June 30, 2024 | 990 | $686,693 | $885,294 | -$198,601 | $1,229,712 | $363,024 | $866,688 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $537,993
- Program service revenue
- $258,404
- Investment income
- $9,877
- Net income from fundraising events
- -$13,961
- Other revenue
- -$13,961
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $167,760
- Other salaries and wages
- $52,066
- Salaries, compensation and benefits (total)
- $260,205
- Professional fundraising fees
- $0
- Accounting fees
- $36,946
- Occupancy
- $25,740
- Travel
- $413
- Depreciation
- $1,562
- Program services (functional)
- $616,179
- Management and general (functional)
- $209,214
- Fundraising (functional)
- $85,045
Balance sheet and other
- Total assets, start of year
- $1,229,712
- Total assets, end of year
- $1,148,585
- Total liabilities, end of year
- $331,798
- Net assets, end of year
- $816,787
- Land, buildings and equipment
- $3,141
- Net assets without donor restrictions
- $300,681
- Net assets with donor restrictions
- $516,106
- Gross receipts
- $860,273
- Employees
- 13
- Volunteers
- 33
- Year formed
- 1966
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE LA FRENIERE | EXECUTIVE DIRECTOR Officer | 40 | $112,590 |
| KEVIN SUTTERLIN | MUSIC DIRECTOR Officer | 2 | $55,169 |
| BRUCE ATWELL | DIRECTOR Trustee or director | 2 | $0 |
| JOHN BYKOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| SHERRY COLEY | PRESIDENT Trustee or director, Officer | 5 | $0 |
| PRISCILLA DANIELS | DIRECTOR Trustee or director | 2 | $0 |
| NICK GEFFERS | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN GLASER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID HAAS | DIRECTOR Trustee or director | 2 | $0 |
| ROGER HANSEN JR | DIRECTOR Trustee or director | 2 | $0 |
| TREVOR HIETPAS | DIRECTOR Trustee or director | 2 | $0 |
| SANDRA HUPFER | GOVERNANCE CHAIR Trustee or director | 2 | $0 |
| DON JUNGEN | DIRECTOR Trustee or director | 2 | $0 |
| TOM LEE | DIRECTOR Trustee or director | 2 | $0 |
| MARCUS LEWIS | DIRECTOR Trustee or director | 2 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY MUTSCHLER | PARTNERS CHAIR Trustee or director | 2 | $0 |
| STEFANIE SCHUH | TREASURER Trustee or director, Officer | 5 | $0 |
| JERRY ZABRONSKY | SECRETARY Trustee or director, Officer | 5 | $0 |
| RUSTY ZASPEL | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMIE LAFRENIERE | EXECUTIVE DI Officer | 40 | $111,481 | $15,322 |
| KEVIN SUTTERLIN | MUSIC DIRECT Officer | 35 | $56,793 | $217 |
| BRUCE ATWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN BYKOWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHERRY COLEY | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| PRISCILLA DANIELS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICK GEFFERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN GLASER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID HAAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER HANSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TREVOR HIETPAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SANDRA HUPFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DON JUNGEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM LEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARCUS LEWIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE LOKENSGARD | PAST PRESIDE Trustee or director, Officer | 5 | $0 | $0 |
| CATHY MUTSCHLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEFANIE SCHUH | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| MEGAN WOOLF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JERRY ZABRONSKY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| RUSTY ZASPEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 54 PARK PL STE 200, APPLETON, WI 54914-8293
- Principal officer (990 for 2024)
- ALISHA HAKENJOS, 54 PARK PLACE 200, APPLETON, WI 54914
- Signed the 990
- ALISHA HAKENJOS, TREASURER
- Phone
- (920) 968-0300
- Website
- WWW.FOXVALLEYSYMPHONY.COM
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
WE ARE A REGIONAL PROFESSIONAL ORCHESTRA THAT ENRICHES AND NURTURES THE HUMAN SPIRIT THROUGH INCLUSIVE SYMPHONIC MUSIC AND EDUCATION.
Program accomplishments
- SUBSCRIPTION AND TICKETED ORCHESTRAL CONCERTS IN A HALL WITH 2,000 SEATS.Expenses $483,578 · revenue $210,614
- MAINTAIN YOUTH ORCHESTRA PROGRAM WITH 3 STUDENT ORCHESTRAS.Expenses $67,616 · revenue $40,390
- 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 $9,889
- PERFORM OUTREACH CONCERTS IN THE COMMUNITY IN OTHER VENUES TO INCREASE ACCESS AND REDUCE TICKET COST TO REACH MORE COMMUNITY MEMBERS.Expenses $55,096 · revenue $7,400
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1089489
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,148,585
- Income (IRS master file)
- $860,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $792,313 | $910,438 | $1,148,585 | IRS |
| 990 | June 2024 | $686,693 | $885,294 | $1,229,712 | IRS |
| 990 | June 2022 | $656,428 | $758,637 | $1,373,425 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1089489).
Questions about FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC
- What is the EIN of FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC?
- The employer identification number (EIN) of FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC is 39-1089489.
- Is FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names ALISHA HAKENJOS.
- Who are the officers and directors of FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 2 received compensation from the organization, the highest $112,590 (JAMIE LA FRENIERE, EXECUTIVE DIRECTOR).
- How much revenue does FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $792,313, expenses of $910,438 and total assets of $1,148,585 at year end.
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