2024-07-10T13:11:08-05:00 2023-08-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-09-01 396023436 MILWAUKEE SYMPHONY ORCHESTRA INC MILW 4142916010 212 W WISCONSIN AVE MILWAUKEE WI 53203 MARK NIEHAUS PRESIDENT 4142916010 2024-07-03 1 MARK NIEHAUS 999009999 1 JILL M BOYLE CPA P01246734 2627549400 2024-07-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK NIEHAUS 212 W WISCONSIN AVE MILWAUKEE WI 53203 18579841 0 X WWW.MSO.ORG X 1958 WI PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. 38 36 389 350 0 0 22154056 13380852 4819307 4919489 251649 29207 -38840 134596 27186172 18464144 0 0 0 0 13250074 13724094 64198 137912 1453445 8984760 9399183 22299032 23261189 4887140 -4797045 121477891 124197590 7185940 7378432 114291951 116819158 X THE 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. 0 0 16767311 4824281 THE 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. 437279 95208 EDUCATION 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. 17204590 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 157 0 389 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 36 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X THOMAS LINDOW 4142916010 212 W WISCONSIN AVE MILWAUKEE WI 53203 MARK NIEHAUS PRESIDENT & EXECUTIVE DIRECTOR 40.00 X X 381635 0 27334 KEN MASUR MUSIC DIRECTOR 40.00 X 292290 0 37048 SUSAN MARTIN BOARD CHAIRMAN 10.00 X X 0 0 0 ANDY NUNEMAKER IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 DAVID UIHLEIN HONORARY CO-CHAIR 1.00 2.00 X X 0 0 0 JULIE UIHLEIN HONORARY CO-CHAIR 1.00 X X 0 0 0 PATRICK MURPHY TREASURER 5.00 X X 0 0 0 ALYCE COYNE KATAYAMA BOARD SECRETARY 5.00 X X 0 0 0 KATE BREWER BOARD DIRECTOR 1.00 X 0 0 0 JEFF COSTAKOS BOARD DIRECTOR 1.00 X 0 0 0 JENNIFER DIRKS BOARD DIRECTOR 1.00 X 0 0 0 DOUGLAS HAGERMAN BOARD DIRECTOR 1.00 2.00 X 0 0 0 STEVE HANCOCK BOARD DIRECTOR 1.00 X 0 0 0 CHARLOTTE HAYSLETT BOARD DIRECTOR 1.00 X 0 0 0 ERIC HOBBS BOARD DIRECTOR 1.00 X 0 0 0 KAREN HUNG BOARD DIRECTOR 1.00 X 0 0 0 ERIC JORGENSEN BOARD DIRECTOR 1.00 X 0 0 0 PETER MAHLER BOARD DIRECTOR 5.00 X 0 0 0 MARK METZENDORF BOARD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MILLER BOARD DIRECTOR 1.00 X 0 0 0 ROBERT MONNAT BOARD DIRECTOR 1.00 X 0 0 0 CHRISTIAN MITCHELL BOARD DIRECTOR 1.00 X 0 0 0 MAURA PACKHAM BOARD DIRECTOR 1.00 X 0 0 0 LESLIE PLAMANN BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL J SCHMITZ BOARD DIRECTOR 1.00 X 0 0 0 CRAIG SCHMUTZER BOARD DIRECTOR 1.00 X 0 0 0 JAY SCHWISTER BOARD DIRECTOR 1.00 X 0 0 0 DALE SMITH BOARD DIRECTOR 1.00 X 0 0 0 GREGORY SMITH BOARD DIRECTOR 5.00 X 0 0 0 DICK STOLL BOARD DIRECTOR 5.00 X 0 0 0 HARUKI TOYAMA BOARD DIRECTOR 1.00 X 0 0 0 HERB ZIEN BOARD DIRECTOR 5.00 X 0 0 0 SACHIN CHHEDA COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 PEGGE SYTKOWSKI COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 FRANCIS WASIELEWSKI COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 FIESHA LYNN BELL CITY APPOINTED DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LAYDEN CITY APPOINTED DIRECTOR 1.00 X 0 0 0 GARREN RANDOLPH CITY APPOINTED DIRECTOR 1.00 X 0 0 0 ROBIN SASMAN THRU 122322 VP AND CHIEF FINANCIAL OFFICER 40.00 X 132732 0 31183 THOMAS LINDOW START 013023 VP AND CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 BRET DORHOUT VP ARTISTIC PLANNING 40.00 X 134266 0 13683 940923 0 109248 4 0 1 0 OPUS 3 ARTISTS LLC 470 PARK AVE SOUTH 9TH FLOOR NORTH NEW YORK NY 10016 GUEST ARTISTS 256141 SSG PROPERTIES 270 E HIGHLAND AVE STE E MILWAUKEE WI 53202 RENT 130329 BECKER DESIGN 225 E ST PAUL AVE STE 300 MILWAUKEE WI 53202 GRAPHIC DESIGN SERVICES 106244 3 1487164 112127 1098316 128633 10554612 5714161 13380852 TICKET SALES 711190 4185571 4185571 FEE FOR SERVICE 711190 733918 733918 4919489 32777 32777 3570 -3570 -3570 -3570 246723 112127 112127 134596 134596 18464144 4919489 0 163803 601584 397552 204032 9562201 8525927 509863 526411 819925 702556 62581 54788 1785633 1547968 116839 120826 954751 826679 60238 67834 137912 137912 2222270 1851035 268750 102485 108688 80610 28078 480172 242919 185745 51508 3747118 1469661 2224884 52573 36463 21559 6442 8462 60904 15865 13381 31658 168543 48381 107485 12677 126366 126366 115467 46358 69109 SUBSCRIBER EVENT CATERI 1097490 993098 101734 2658 PRODUCTION COSTS 894209 828458 50897 14854 MISCELLANEOUS 271172 271172 BANK FEES 70321 3516 2038 64767 23261189 17204590 4603154 1453445 1087044 1855205 11256291 6570324 625800 199905 662006 652430 1328216 903041 450569 425175 107396181 114494551 121477891 124197590 1545320 1804815 1983049 2490514 1000000 570200 7044 2650527 2512903 7185940 7378432 X 80728716 83434088 33563235 33385070 114291951 116819158 121477891 124197590 X -4797045 7324252 X 0 1 X 1 0 X 14756936 31335867 27846660 22154056 13380852 109474371 14756936 31335867 27846660 22154056 13380852 109474371 14059987 95414384 228748 248468 235485 249660 32777 995138 3397 134596 137993 4000000 4000000 114607502 17837557 0.83250 0.76350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - DEVELOPER FEE - 2020 AMOUNT: $ 4,000,000. 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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. X 1 THE PHONATHON LLC 455 NW 35TH ST STE 104 BOCA RATON FL 33431 TELEFUNDING 0 0 137912 0 137912 WI GALA 358850 112127 246723 112127 358850 112127 246723 112127 112127 134596 SCHEDULE G, PART I, LINE 2B, COLUMN (V) MILWAUKEE 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. X X X 0 0 0 0 0 0 0 0 0 MARK NIEHAUS PRESIDENT & EXECUTIVE DIRECTOR 346658 0 34977 0 0 0 8839 0 18495 0 408969 0 0 0 KEN MASUR MUSIC DIRECTOR 292290 0 0 0 0 0 8662 0 28386 0 329338 0 0 0 ROBIN SASMAN THRU 122322 VP AND CHIEF FINANCIAL OFFICER 132732 0 0 0 0 0 4028 0 27155 0 163915 0 0 0 X 28 5496065 FMV X PLUMBING 1 65512 FMV X MOVIE PROJECTION SYSTEM 2 31000 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE MAYOR AND THE MILWAUKEE COUNTY EXECUTIVE HAVE THE POWER TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A 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 12C THE MSO AND THE GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEES' 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 19 UPON 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 IV ELECTION 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. MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT 212 W WISCONSIN AVE MILWAUKEE WI 53203 391715515 SUPPORT MSO, INC. WI 501(C)(3) LINE 12D, III-O N/A 0 MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND 212 W WISCONSIN AVE MILWAUKEE WI 53203 396096874 SUPPORT MSO, INC. WI 501(C)(3) LINE 12D, III-O N/A 0 TNSH LANDLORD LLC 833 E MICHIGAN ST STE 1800 MILWAUKEE WI 53202 823793936 DEVELOP THE WARNER GRAND THEATRE WI TNSH MANAGER LLC EXCLUDED 127832 3866769 0 0 0.01000 TNSH MANAGER LLC 212 W WISCONSIN AVE MILWAUKEE WI 53203 824578641 MANAGEMENT SERVICES WI MILWAUKEE SYMPHONY ORCHESTRA INC C 3068030 92802522 1.00000 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0