MILWAUKEE SYMPHONY ORCHESTRA INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MILWAUKEE SYMPHONY ORCHESTRA INC (EIN 39-6023436)
Tax period
2022-09-01 to 2023-08-31
Filed
2024-07-10
IRS object ID
202421929349300542
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-10T13:11:08-05:00ReturnTs
Tax Period End2023-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117335 GOLF PARKWAY SUITE 500AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53045ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396023436EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE SYMPHONY ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILWBusinessNameControlTxt
Phone4142916010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK NIEHAUSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4142916010PhoneNum
Signature2024-07-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastNIEHAUSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL M BOYLE CPAPreparerPersonNm
PTINP01246734PTIN
Phone2627549400PhoneNum
Preparation2024-07-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK NIEHAUSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,579,841GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MSO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionPRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC.ActivityOrMissionDesc
Voting Members Governing Body38VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee389TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,154,056PYContributionsGrantsAmt
CY Contributions Grants$13,380,852CYContributionsGrantsAmt
PY Program Service Revenue$4,819,307PYProgramServiceRevenueAmt
CY Program Service Revenue$4,919,489CYProgramServiceRevenueAmt
PY Investment Income$251,649PYInvestmentIncomeAmt
CY Investment Income$29,207CYInvestmentIncomeAmt
PY Other Revenue-$38,840PYOtherRevenueAmt
CY Other Revenue$134,596CYOtherRevenueAmt
PY Total Revenue$27,186,172PYTotalRevenueAmt
CY Total Revenue$18,464,144CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,250,074PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,724,094CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$64,198PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$137,912CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,453,445CYTotalFundraisingExpenseAmt
PY Other Expenses$8,984,760PYOtherExpensesAmt
CY Other Expenses$9,399,183CYOtherExpensesAmt
PY Total Expenses$22,299,032PYTotalExpensesAmt
CY Total Expenses$23,261,189CYTotalExpensesAmt
PY Revenues Less Expenses$4,887,140PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,797,045CYRevenuesLessExpensesAmt
Total Assets BOY$121,477,891TotalAssetsBOYAmt
Total Assets EOY$124,197,590TotalAssetsEOYAmt
Total Liabilities BOY$7,185,940TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,378,432TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$114,291,951NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$116,819,158NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MILWAUKEE SYMPHONY ORCHESTRA, INC. ("MSO") REACHES OUT TO DIVERSE AUDIENCES THROUGH CONCERT PERFORMANCES AND NATIONALLY RECOGNIZED EDUCATION AND OUTREACH PROGRAMS. ALL PROGRAMS ARE GUIDED BY THE MSO FAMILY SHARED VISION WHICH STATES THAT THE MSO EXISTS FOR THREE PURPOSES: TO COMFORT, EDUCATE, ENTERTAIN AND EXHILARATE THE HUMAN SOUL THROUGH EVENTS OF CULTURAL SIGNIFICANCE, RELEVANCE AND ARTISTIC CHALLENGE; TO EMBRACE, PRESERVE AND FOSTER OUR MUSICAL HERITAGE; AND TO ENHANCE THE VIBRANCY OF OUR COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,767,311ExpenseAmt
Revenue$4,824,281RevenueAmt
DescTHE MILWAUKEE SYMPHONY ORCHESTRA IS AMONG THE FINEST ORCHESTRAS IN THE NATION AND THE LARGEST CULTURAL ORGANIZATION IN WISCONSIN. SINCE ITS INCEPTION IN 1959, THE MSO HAS RECEIVED CRITICAL ACCLAIM FOR ARTISTIC EXCELLENCE. IN ADDITION TO MAKING A $44.3 MILLION ECONOMIC IMPACT IN THE MILWAUKEE METROPOLITAN AREA AND INFUSING $90 MILLION INTO WEST WISCONSIN AVENUE WHEN WE RESTORED THE WARNER GRAND THEATER, THE 70 FULL-TIME PROFESSIONAL MUSICIANS IN THE SYMPHONY PERFORM MORE THAN 135 CONCERTS EACH SEASON FOR OVER 200,000 PATRONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$437,279ExpenseAmt
Revenue$95,208RevenueAmt
DescEDUCATION IS INTEGRAL TO THE MISSION OF THE MILWAUKEE SYMPHONY ORCHESTRA AND COMPRISES TWO MAIN COMPONENTS: K-12 IN-SCHOOL AND EDUCATION PROGRAMS THAT ADDRESS THE NEED FOR INTEGRATED, HIGH-QUALITY ARTS EDUCATION IN THE PUBLIC SCHOOLS AND TRAINING OF YOUNG PROFESSIONAL MUSICIANS THROUGH PROGRAMS SUCH AS STARS OF TOMORROW CONCERTS AND SIDE-BY-SIDE COMPETITION, AND THE WISCONSIN YOUTH PIANO COMPETITION. THE K-12 EDUCATION PROGRAMS OF THE MSO NOT ONLY PROVIDE ACCESS TO THE ARTS FOR UNDERSERVED STUDENTS AND FAMILIES, THEY ALSO ADDRESS THE NEED FOR INTEGRATED HIGH-QUALITY ARTS EXPOSURE AND EDUCATION IN THE PUBLIC SCHOOLS AS REQUIRED BY THE WISCONSIN DEPARTMENT OF EDUCATION. THESE INITIATIVES CURRENTLY SERVE MORE THAN 30,000 STUDENTS AND HUNDREDS OF TEACHERS STATEWIDE, AND ARE DEVELOPED IN CONFORMITY WITH THE NATIONAL STANDARDS FOR ARTS EDUCATION AND THE WISCONSIN COMMON CORE STANDARDS. THE MSO CONTINUES TO ADAPT ITS EXISTING PROGRAMS AND DEVELOP NEW PROGRAMS THAT SUPPORT EDUCATION REFORM IN WISCONSIN. THIS EFFORT HAS BECOME EVEN MORE CRITICAL AS PROGRAMS IN THE ARTS HAVE BEEN DECIMATED BY DEEP CUTS TO THE EDUCATION BUDGET OF THE STATE. THE MSO OFFERED TWO CONCERTS IN 2023 THAT REACHED 70,000 STUDENTS ALL AROUND THE STATE AND BEYOND, AND 20 ACE VIDEOS THAT REACHED OVER 6,000 STUDENTS AT 30 SCHOOLS IN THE 2022-2023 SEASON.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$17,204,590TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document157IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee389EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS LINDOWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142916010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARK NIEHAUS
PRESIDENT & EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$381,635$0$27,334
KEN MASUR
MUSIC DIRECTOR40.00Yes (X)$292,290$0$37,048
SUSAN MARTIN
BOARD CHAIRMAN10.00Yes (X)Yes (X)$0$0$0
ANDY NUNEMAKER
IMMEDIATE PAST CHAIR10.00Yes (X)Yes (X)$0$0$0
DAVID UIHLEIN
HONORARY CO-CHAIR1.00Yes (X)Yes (X)$0$0$02.00
JULIE UIHLEIN
HONORARY CO-CHAIR1.00Yes (X)Yes (X)$0$0$0
PATRICK MURPHY
TREASURER5.00Yes (X)Yes (X)$0$0$0
ALYCE COYNE KATAYAMA
BOARD SECRETARY5.00Yes (X)Yes (X)$0$0$0
KATE BREWER
BOARD DIRECTOR1.00Yes (X)$0$0$0
JEFF COSTAKOS
BOARD DIRECTOR1.00Yes (X)$0$0$0
JENNIFER DIRKS
BOARD DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS HAGERMAN
BOARD DIRECTOR1.00Yes (X)$0$0$02.00
STEVE HANCOCK
BOARD DIRECTOR1.00Yes (X)$0$0$0
CHARLOTTE HAYSLETT
BOARD DIRECTOR1.00Yes (X)$0$0$0
ERIC HOBBS
BOARD DIRECTOR1.00Yes (X)$0$0$0
KAREN HUNG
BOARD DIRECTOR1.00Yes (X)$0$0$0
ERIC JORGENSEN
BOARD DIRECTOR1.00Yes (X)$0$0$0
PETER MAHLER
BOARD DIRECTOR5.00Yes (X)$0$0$0
MARK METZENDORF
BOARD DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER MILLER
BOARD DIRECTOR1.00Yes (X)$0$0$0
ROBERT MONNAT
BOARD DIRECTOR1.00Yes (X)$0$0$0
CHRISTIAN MITCHELL
BOARD DIRECTOR1.00Yes (X)$0$0$0
MAURA PACKHAM
BOARD DIRECTOR1.00Yes (X)$0$0$0
LESLIE PLAMANN
BOARD DIRECTOR1.00Yes (X)$0$0$0
MICHAEL J SCHMITZ
BOARD DIRECTOR1.00Yes (X)$0$0$0
CRAIG SCHMUTZER
BOARD DIRECTOR1.00Yes (X)$0$0$0
JAY SCHWISTER
BOARD DIRECTOR1.00Yes (X)$0$0$0
DALE SMITH
BOARD DIRECTOR1.00Yes (X)$0$0$0
GREGORY SMITH
BOARD DIRECTOR5.00Yes (X)$0$0$0
DICK STOLL
BOARD DIRECTOR5.00Yes (X)$0$0$0
HARUKI TOYAMA
BOARD DIRECTOR1.00Yes (X)$0$0$0
HERB ZIEN
BOARD DIRECTOR5.00Yes (X)$0$0$0
SACHIN CHHEDA
COUNTY APPOINTED DIRECTOR1.00Yes (X)$0$0$0
PEGGE SYTKOWSKI
COUNTY APPOINTED DIRECTOR1.00Yes (X)$0$0$0
FRANCIS WASIELEWSKI
COUNTY APPOINTED DIRECTOR1.00Yes (X)$0$0$0
FIESHA LYNN BELL
CITY APPOINTED DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER LAYDEN
CITY APPOINTED DIRECTOR1.00Yes (X)$0$0$0
GARREN RANDOLPH
CITY APPOINTED DIRECTOR1.00Yes (X)$0$0$0
ROBIN SASMAN THRU 122322
VP AND CHIEF FINANCIAL OFFICER40.00Yes (X)$132,732$0$31,183
THOMAS LINDOW START 013023
VP AND CHIEF FINANCIAL OFFICER40.00Yes (X)$0$0$0
BRET DORHOUT
VP ARTISTIC PLANNING40.00$134,266$0$13,683Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$940,923TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$109,248TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
OPUS 3 ARTISTS LLC
470 PARK AVE SOUTH 9TH FLOOR NORTHNEW YORKNY10016GUEST ARTISTS$256,141
SSG PROPERTIES
270 E HIGHLAND AVE STE EMILWAUKEEWI53202RENT$130,329
BECKER DESIGN
225 E ST PAUL AVE STE 300MILWAUKEEWI53202GRAPHIC DESIGN SERVICES$106,244
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$1,487,164FederatedCampaignsAmt
Fundraising$112,127FundraisingAmt
Related Organizations$1,098,316RelatedOrganizationsAmt
Government Grants$128,633GovernmentGrantsAmt
All Other Contributions$10,554,612AllOtherContributionsAmt
Noncash Contributions$5,714,161NoncashContributionsAmt
Total Contributions$13,380,852TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TICKET SALES711190$4,185,571$4,185,571
FEE FOR SERVICE711190$733,918$733,918
FieldValueIRS element (for citing)
Total Program Service Revenue$4,919,489TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,777TotalRevenueColumnAmt
Exclusion$32,777ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$3,570OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$3,570OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,570TotalRevenueColumnAmt
Exclusion-$3,570ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$246,723FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$112,127ContriRptFundraisingEventAmt
Fundraising Direct Expenses$112,127FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,596TotalRevenueColumnAmt
Exclusion$134,596ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,464,144TotalRevenueColumnAmt
Related Or Exempt Func Income$4,919,489RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$163,803ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$601,584TotalAmt
Management And General$397,552ManagementAndGeneralAmt
Fundraising$204,032FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,562,201TotalAmt
Program Services$8,525,927ProgramServicesAmt
Management And General$509,863ManagementAndGeneralAmt
Fundraising$526,411FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$819,925TotalAmt
Program Services$702,556ProgramServicesAmt
Management And General$62,581ManagementAndGeneralAmt
Fundraising$54,788FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,785,633TotalAmt
Program Services$1,547,968ProgramServicesAmt
Management And General$116,839ManagementAndGeneralAmt
Fundraising$120,826FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$954,751TotalAmt
Program Services$826,679ProgramServicesAmt
Management And General$60,238ManagementAndGeneralAmt
Fundraising$67,834FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$137,912TotalAmt
Fundraising$137,912FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,222,270TotalAmt
Program Services$1,851,035ProgramServicesAmt
Management And General$268,750ManagementAndGeneralAmt
Fundraising$102,485FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$108,688TotalAmt
Program Services$80,610ProgramServicesAmt
Management And General$28,078ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$480,172TotalAmt
Program Services$242,919ProgramServicesAmt
Management And General$185,745ManagementAndGeneralAmt
Fundraising$51,508FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,747,118TotalAmt
Program Services$1,469,661ProgramServicesAmt
Management And General$2,224,884ManagementAndGeneralAmt
Fundraising$52,573FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$36,463TotalAmt
Program Services$21,559ProgramServicesAmt
Management And General$6,442ManagementAndGeneralAmt
Fundraising$8,462FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$60,904TotalAmt
Program Services$15,865ProgramServicesAmt
Management And General$13,381ManagementAndGeneralAmt
Fundraising$31,658FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$168,543TotalAmt
Program Services$48,381ProgramServicesAmt
Management And General$107,485ManagementAndGeneralAmt
Fundraising$12,677FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$126,366TotalAmt
Management And General$126,366ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$115,467TotalAmt
Program Services$46,358ProgramServicesAmt
Management And General$69,109ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUBSCRIBER EVENT CATERI$1,097,490$993,098$101,734$2,658
PRODUCTION COSTS$894,209$828,458$50,897$14,854
MISCELLANEOUS$271,172$271,172
BANK FEES$70,321$3,516$2,038$64,767

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,261,189TotalAmt
Program Services$17,204,590ProgramServicesAmt
Management And General$4,603,154ManagementAndGeneralAmt
Fundraising$1,453,445FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,087,044BOYAmt
EOY$1,855,205EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,256,291BOYAmt
EOY$6,570,324EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$625,800BOYAmt
EOY$199,905EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$662,006BOYAmt
EOY$652,430EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,328,216LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$903,041LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$450,569BOYAmt
EOY$425,175EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$107,396,181BOYAmt
EOY$114,494,551EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,477,891BOYAmt
EOY$124,197,590EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,545,320BOYAmt
EOY$1,804,815EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,983,049BOYAmt
EOY$2,490,514EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,000,000BOYAmt
EOY$570,200EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$7,044BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,650,527BOYAmt
EOY$2,512,903EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,185,940BOYAmt
EOY$7,378,432EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$80,728,716BOYAmt
EOY$83,434,088EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,563,235BOYAmt
EOY$33,385,070EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$114,291,951BOYAmt
EOY$116,819,158EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$121,477,891BOYAmt
EOY$124,197,590EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,797,045ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$7,324,252OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,756,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,335,867CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,846,660CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,154,056CurrentTaxYearMinus1YearAmt
Current Tax Year$13,380,852CurrentTaxYearAmt
Total$109,474,371TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,756,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,335,867CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,846,660CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,154,056CurrentTaxYearMinus1YearAmt
Current Tax Year$13,380,852CurrentTaxYearAmt
Total$109,474,371TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,059,987SubstantialContributorsTotAmt
Public Support Total170$95,414,384PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$228,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$248,468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$235,485CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,660CurrentTaxYearMinus1YearAmt
Current Tax Year$32,777CurrentTaxYearAmt
Total$995,138TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,397CurrentTaxYearMinus3YearsAmt
Current Tax Year$134,596CurrentTaxYearAmt
Total$137,993TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,000,000CurrentTaxYearMinus2YearsAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Total Support$114,607,502TotalSupportAmt
Gross Receipts Rltd Activities$17,837,557GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83250PublicSupportCY170Pct
Public Support PY1700.76350PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - DEVELOPER FEE - 2020 AMOUNT: $ 4,000,000.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$20,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$20,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,184,590FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,204,590FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$787,991CurrentYearMinus3Amt
Current Year Minus2$581,229CurrentYearMinus2Amt
Current Year Minus1$967,658CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,336,878TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$5,005,317LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$899CurrentYearMinus3Amt
Current Year Minus2$1,017CurrentYearMinus2Amt
Current Year Minus1$653CurrentYearMinus1Amt
Current Year$20,000CurrentYearAmt
Total$22,569TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$196,998CurrentYearMinus3Amt
Current Year Minus2$145,307CurrentYearMinus2Amt
Current Year Minus1$241,915CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$834,220TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,251,330GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$899CurrentYearMinus3Amt
Current Year Minus2$1,017CurrentYearMinus2Amt
Current Year Minus1$653CurrentYearMinus1Amt
Total$2,569TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,004,706BeginningYearBalanceAmt
Contributions$5,276,397ContributionsAmt
Investment Earnings Or Losses$1,148,462InvestmentEarningsOrLossesAmt
Other Expenditures$1,098,316OtherExpendituresAmt
Administrative Expenses$112,733AdministrativeExpensesAmt
End Year Balance$26,218,516EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,501,364BeginningYearBalanceAmt
Contributions$120,632ContributionsAmt
Investment Earnings Or Losses-$2,485,452InvestmentEarningsOrLossesAmt
Other Expenditures$959,403OtherExpendituresAmt
Administrative Expenses$172,435AdministrativeExpensesAmt
End Year Balance$21,004,706EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,458,400BeginningYearBalanceAmt
Contributions$1,512,756ContributionsAmt
Investment Earnings Or Losses$3,481,899InvestmentEarningsOrLossesAmt
Other Expenditures$871,134OtherExpendituresAmt
Administrative Expenses$80,557AdministrativeExpensesAmt
End Year Balance$24,501,364EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,373,926BeginningYearBalanceAmt
Contributions$270,383ContributionsAmt
Investment Earnings Or Losses$1,736,215InvestmentEarningsOrLossesAmt
Other Expenditures$839,260OtherExpendituresAmt
Administrative Expenses$82,864AdministrativeExpensesAmt
End Year Balance$20,458,400EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,212,814BeginningYearBalanceAmt
Contributions$645,972ContributionsAmt
Investment Earnings Or Losses$421,249InvestmentEarningsOrLossesAmt
Other Expenditures$833,540OtherExpendituresAmt
Administrative Expenses$72,569AdministrativeExpensesAmt
End Year Balance$19,373,926EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,519OtherCostOrOtherBasisAmt
Depreciation$6,481DepreciationAmt
Book Value$12,038BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,309,697OtherCostOrOtherBasisAmt
Depreciation$896,560DepreciationAmt
Book Value$413,137BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$425,175TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST HELD IN TRUSTS$26,218,516
INVESTMENT IN TNSH$88,276,035
FieldValueIRS element (for citing)
Total Book Value Other Assets$114,494,551TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LIABILITY FOR PENSION BENEFITS$1,412,736
RENT LIABILITIES$1,100,167
FieldValueIRS element (for citing)
Total Liability$2,512,903TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO PROVIDE OPERATING SUPPORT TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
PART X, LINE 2:THE ORCHESTRA IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2023 AND 2022. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PHONATHON LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 NW 35TH ST STE 104AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd
FieldValueIRS element (for citing)
ActivityTELEFUNDINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$137,912RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$137,912TotalRetainedByContractorsAmt
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$358,850GrossReceiptsEvent1Amt
Charitable Contri Event1$112,127CharitableContriEvent1Amt
Gross Revenue Event1$246,723GrossRevenueEvent1Amt
Food And Beverage Event1$112,127FoodAndBeverageEvent1Amt
Gross Receipts Total$358,850GrossReceiptsTotalAmt
Charitable Contributions Tot$112,127CharitableContributionsTotAmt
Gross Revenue Total Events$246,723GrossRevenueTotalEventsAmt
Food And Beverage Total Events$112,127FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$112,127DirectExpenseSummaryEventsAmt
Net Income Summary$134,596NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationMILWAUKEE SYMPHONY ORCHESTRA MONITORS THE WORK AND THE SUBSEQUENT RESULTS OF THE PROFESSIONAL FUNDRAISER THEY ENGAGE FOR CONSULTING SERVICES. IT IS DIFFICULT TO QUANTIFY THE GROSS RECEIPTS FROM THE CONSULTING SERVICES BECAUSE THESE SERVICES AFFECT THE ENTIRE FUNDRAISING FUNCTION AT MILWAUKEE SYMPHONY ORCHESTRA . MILWAUKEE SYMPHONY ORCHESTRA BELIEVES THESE SERVICES ARE BENEFICIAL TO THEIR FUNDRAISING ACTIVITIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK NIEHAUS
PRESIDENT & EXECUTIVE DIRECTOR$346,658$0$34,977$0$0$0$8,839$0$18,495$0$408,969$0$0$0
KEN MASUR
MUSIC DIRECTOR$292,290$0$0$0$0$0$8,662$0$28,386$0$329,338$0$0$0
ROBIN SASMAN THRU 122322
VP AND CHIEF FINANCIAL OFFICER$132,732$0$0$0$0$0$4,028$0$27,155$0$163,915$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$5,496,065NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)PLUMBING1$65,512FMV
Yes (X)MOVIE PROJECTION SYSTEM2$31,000FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE MAYOR AND THE MILWAUKEE COUNTY EXECUTIVE HAVE THE POWER TO APPOINT DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE 990 IS AVAILABLE ON THE BOARD PORTAL FOR REVIEW AND COMMENT BY THE FULL BOARD BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE MSO AND THE GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY, COMPARED WITH BENCH-MARKING DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS, AND APPROVED BY A SUB-COMMITTEE OF BOARD
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART XI, LINE 9:INCREASE IN THE BENEFICIAL INTEREST IN NET ASSETS IN PERPETUAL TRUSTS 6,311,126. PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS 1,013,126.
SCHEDULE R, PART IVELECTION UNDER CODE SEC. 168(H)(6)(F)(II) TNSH MANAGER LLC 212 W WISCONSIN AVE. MILWAUKEE, WI 53203 82-4578641 ELECTION BY TAX-EXEMPT CONTROLLED ENTITY NOT TO BE TREATED AS A TAX-EXEMPT ENTITY UNDER SECTION 168(H)(6)(F)(II) THIS ELECTION IS BEING MADE FOR TNSH MANAGER LLC, WHICH IS PROPERTY HELD BY MILWAUKEE SYMPHONY ORCHESTRA, INC. A COPY OF THIS ELECTION STATEMENT FILED BY THE TAX-EXEMPT CONTROLLED ENTITY SHALL ALSO BE ATTACHED TO THE FEDERAL TAX RETURNS OF EACH TAX-EXEMPT SHAREHOLDERS OR BENEFICIARIES OF THE CONTROLLED ENTITY. THE TAX-EXEMPT CONTROLLED ENTITY WILL REPORT ANY GAIN RECOGNIZED BY THE TAX-EXEMPT PARENT ON ANY DISPOSITION OF AN INTEREST (AND ANY DIVIDENDS OR INTEREST RECEIVED OR ACCRUED FROM THE TAX EXEMPT CONTROLLED ENTITY) AS UNRELATED BUSINESS TAXABLE INCOME UNDER CODE SECTION 511. TAXPAYER IS A TAX-EXEMPT CONTROLLED ENTITY ENTITLED TO THIS ELECTION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT
212 W WISCONSIN AVEMILWAUKEEWI53203391715515SUPPORT MSO, INC.WI501(C)(3)LINE 12D, III-ON/A0
MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND
212 W WISCONSIN AVEMILWAUKEEWI53203396096874SUPPORT MSO, INC.WI501(C)(3)LINE 12D, III-ON/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TNSH LANDLORD LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1833 E MICHIGAN ST STE 1800AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
EIN823793936EIN
Primary ActivitiesDEVELOP THE WARNER GRAND THEATREPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TNSH MANAGER LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$127,832ShareOfTotalIncomeAmt
Share Of EOY Assets$3,866,769ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.01000OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TNSH MANAGER LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 W WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
EIN824578641EIN
Primary ActivitiesMANAGEMENT SERVICESPrimaryActivitiesTxt
Legal Domicile StateWILegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MILWAUKEE SYMPHONY ORCHESTRA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$3,068,030ShareOfTotalIncomeAmt
Share Of EOY Assets$92,802,522ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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