MADISON SYMPHONY ORCHESTRA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MADISON SYMPHONY ORCHESTRA INC (EIN 39-0839707)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-08
- IRS object ID
- 202010089349301201
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-08T11:01:05-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ERDMAN PLACE SUITE 404 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390839707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MADI | BusinessNameControlTxt |
| Phone | 6082573734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST WASHINGTON AVE - SUITE 460 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537032719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MACKIE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6082573734 | PhoneNum |
| Signature | 2019-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH H BAUMGARTNER | PreparerPersonNm |
| PTIN | P00187845 | PTIN |
| Phone | 6088367500 | PhoneNum |
| Preparation | 2019-12-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.145.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-13 | IPDt |
| IP Tm | 07:18:06 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F0E957A5C27A215AB4498E180EEA2D956B00A289 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EAE841A581B46BF140CD0A236C8B0B897DBD55C6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD MACKIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST WASHINGTON AVE - SUITE 460 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537032719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,684,470 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MADISONSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 176 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $38,730 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,881 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,535,946 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,694,867 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,104,641 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,232,923 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,258 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,813 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,784 | PYOtherRevenueAmt |
| CY Other Revenue | $31,379 | CYOtherRevenueAmt |
| PY Total Revenue | $4,724,629 | PYTotalRevenueAmt |
| CY Total Revenue | $5,037,982 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,784,954 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,887,701 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $243,048 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,860,967 | PYOtherExpensesAmt |
| CY Other Expenses | $2,023,806 | CYOtherExpensesAmt |
| PY Total Expenses | $4,645,921 | PYTotalExpensesAmt |
| CY Total Expenses | $4,911,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,708 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $126,475 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,866,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,892,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,310,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,190,925 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,556,565 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,701,216 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,142,733 | ExpenseAmt |
| Revenue | $2,239,742 | RevenueAmt |
| Desc | SUBSCRIPTION CONCERTS - PERFORMANCES IN ORDER TO PROMOTE MUSICAL EXCELLENCE IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,992 | ExpenseAmt |
| Desc | EDUCATIONAL CONCERTS PROVIDED FOR THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,241,725 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 209 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 176 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD MACKIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082573734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST WASHINGTON AVENUE 460 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELLIOTT ABRAMSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON ADAMANY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BANHOLZER | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARLA ALVARADO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRELL BEHNKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSEMARIE BLANCKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BRIDGEMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET CABOT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY BAUER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DINNDORF | |||||||
| DIRECTOR - EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AUDREY DYBDAHL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES EBBEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES FORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE HAMBLEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY HALLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HAMERLIK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE KAZAMIAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARCY KIND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN LINDSEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD KIDD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY MECKLENBURG | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELAINE MISCHLER | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NICHOLAS MISCHLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIC E MOHS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MEARA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL NORMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON OLVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN MORTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN O'CONNOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN REUHL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAQUELINE RODMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLSWORTH BROWN | |||||||
| DIRECTOR - EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY SIMONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY LANG SOLLINGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN STATHAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA SWAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY TICKNOR | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JUDY TOPITZES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIS WALLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN WHITE | |||||||
| DIRECTOR - EX OFFICO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WILEY | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY ALICE WIMMER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES YEHLE | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT FACTOR | |||||||
| DIRECTOR - EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MACKIE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $155,300 | $0 | $18,295 | Yes (X) | ||
| JOHN DEMAIN | |||||||
| MUSIC DIRECTOR | 40.00 | $233,176 | $0 | $18,295 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $388,476 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $186,590 | FundraisingAmt |
| Government Grants | $23,057 | GovernmentGrantsAmt |
| All Other Contributions | $2,485,220 | AllOtherContributionsAmt |
| Total Contributions | $2,694,867 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711130 | $1,905,386 | $1,905,386 |
| HIRED CONCERT INCOME | 711130 | $327,537 | $327,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,232,923 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,454 | TotalRevenueColumnAmt |
| Exclusion | $44,454 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $561,202 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $526,843 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,359 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,359 | TotalRevenueColumnAmt |
| Exclusion | $34,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $105,475 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $186,590 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $119,645 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,170 | TotalRevenueColumnAmt |
| Exclusion | -$14,170 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PROGRAM ADVERTISING | 541800 | $38,730 | $38,730 | |
| MISCELLANEOUS | 711130 | $6,819 | $6,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,549 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,037,982 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,239,742 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,730 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,643 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,067 | TotalAmt |
| Program Services | $341,228 | ProgramServicesAmt |
| Management And General | $51,114 | ManagementAndGeneralAmt |
| Fundraising | $32,725 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,895 | TotalAmt |
| Program Services | $1,697,760 | ProgramServicesAmt |
| Management And General | $254,315 | ManagementAndGeneralAmt |
| Fundraising | $162,820 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,161 | TotalAmt |
| Program Services | $167,104 | ProgramServicesAmt |
| Management And General | $25,031 | ManagementAndGeneralAmt |
| Fundraising | $16,026 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,578 | TotalAmt |
| Program Services | $112,048 | ProgramServicesAmt |
| Management And General | $16,784 | ManagementAndGeneralAmt |
| Fundraising | $10,746 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,750 | TotalAmt |
| Management And General | $17,750 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,886 | TotalAmt |
| Program Services | $283,886 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,865 | TotalAmt |
| Program Services | $84,565 | ProgramServicesAmt |
| Management And General | $3,539 | ManagementAndGeneralAmt |
| Fundraising | $1,761 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,942 | TotalAmt |
| Program Services | $122,942 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,710 | TotalAmt |
| Program Services | $17,710 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,677 | TotalAmt |
| Management And General | $45,677 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,789 | TotalAmt |
| Program Services | $24,110 | ProgramServicesAmt |
| Management And General | $2,679 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONCERT PRODUCTION | $540,111 | $540,111 |
| ARTISTIC PERSONNEL | $297,761 | $297,761 |
| OVERTURE SURCHARGE | $142,871 | $142,871 |
| EDUCDATIONAL PROJECTS | $98,992 | $98,992 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,452 | TotalAmt |
| Program Services | $310,637 | ProgramServicesAmt |
| Management And General | $9,845 | ManagementAndGeneralAmt |
| Fundraising | $18,970 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,911,507 | TotalAmt |
| Program Services | $4,241,725 | ProgramServicesAmt |
| Management And General | $426,734 | ManagementAndGeneralAmt |
| Fundraising | $243,048 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,062 | BOYAmt |
| EOY | $728,910 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,914 | BOYAmt |
| EOY | $1,133,153 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,953 | BOYAmt |
| EOY | $43,532 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356 | BOYAmt |
| EOY | $2,918 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948 | BOYAmt |
| EOY | $948 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,467 | BOYAmt |
| EOY | $75,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $658,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $322,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,691 | BOYAmt |
| EOY | $336,868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,751,614 | BOYAmt |
| EOY | $1,694,176 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,875,977 | BOYAmt |
| EOY | $1,875,977 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,866,982 | BOYAmt |
| EOY | $5,892,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,415 | BOYAmt |
| EOY | $60,637 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,002 | BOYAmt |
| EOY | $1,130,288 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,417 | BOYAmt |
| EOY | $1,190,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,813,366 | BOYAmt |
| EOY | $4,026,291 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,116 | BOYAmt |
| EOY | $659,842 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,083 | BOYAmt |
| EOY | $15,083 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,556,565 | BOYAmt |
| EOY | $4,701,216 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,866,982 | BOYAmt |
| EOY | $5,892,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $126,475 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,176 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,328,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,398,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,452,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,535,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,694,867 | CurrentTaxYearAmt |
| Total | $12,410,622 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,030,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,169,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,322,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,104,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,232,923 | CurrentTaxYearAmt |
| Total | $10,861,177 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,359,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,568,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,775,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,640,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,927,790 | CurrentTaxYearAmt |
| Total | $23,271,799 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $338,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $239,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,965 | CurrentTaxYearAmt |
| Total | $1,425,233 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $338,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $239,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,965 | CurrentTaxYearAmt |
| Total | $1,425,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,846,566 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,454 | CurrentTaxYearAmt |
| Total | $158,512 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,454 | CurrentTaxYearAmt |
| Total | $158,512 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,560 | CurrentTaxYearAmt |
| Total | $174,602 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,819 | CurrentTaxYearAmt |
| Total | $61,234 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,405,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,673,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,859,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,724,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,003,623 | CurrentTaxYearAmt |
| Total | $23,666,147 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92670 | PublicSupportPY509Pct |
| Investment Income CY | 0.00670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00510 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,988,201 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | MUSIC EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,115,375 | BeginningYearBalanceAmt |
| Contributions | $603,537 | ContributionsAmt |
| Investment Earnings Or Losses | $1,568,943 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $896,784 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $108,429 | AdministrativeExpensesAmt |
| End Year Balance | $24,282,642 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,169,432 | BeginningYearBalanceAmt |
| Contributions | $911,107 | ContributionsAmt |
| Investment Earnings Or Losses | $2,008,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $869,838 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $103,890 | AdministrativeExpensesAmt |
| End Year Balance | $23,115,375 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,254,996 | BeginningYearBalanceAmt |
| Contributions | $1,391,569 | ContributionsAmt |
| Investment Earnings Or Losses | $2,442,665 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $821,673 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $98,125 | AdministrativeExpensesAmt |
| End Year Balance | $21,169,432 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,192,626 | BeginningYearBalanceAmt |
| Contributions | $1,196,870 | ContributionsAmt |
| Investment Earnings Or Losses | -$311,331 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $726,028 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $97,141 | AdministrativeExpensesAmt |
| End Year Balance | $18,254,996 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,501,995 | BeginningYearBalanceAmt |
| Contributions | $237,939 | ContributionsAmt |
| Investment Earnings Or Losses | $314,688 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $750,737 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $111,259 | AdministrativeExpensesAmt |
| End Year Balance | $18,192,626 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36050 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $439,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $303,705 | DepreciationAmt |
| Book Value | $135,540 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,302 | DepreciationAmt |
| Book Value | $201,328 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $336,868 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OVERTURE CENTER CONCERT ORGAN | $1,595,130 |
| MUSIC LIBRARY | $276,847 |
| SECURITY DEPOSIT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,875,977 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ORGANIZATION MAINTAINS A MUSIC LIBRARY OF HISTORICAL AND MODERN SYMPHONIES TO BE USED IN ITS PERFORMANCES. THE ORGANIZATION OWNS AND MAINTAINS A WORLD CLASS PIPE ORGAN TO BE USED IN ITS PERFORMANCES. |
| PART V, LINE 4: | PROVIDE OPERATIONAL FUNDING THROUGH INVESTMENT EARNINGS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONCERT ON THE GREEN | Event1Nm |
| Gross Receipts Event1 | $137,325 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $98,740 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,585 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $26,743 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,862 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $24,963 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $942 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA AND OTHER EVENTS | Event2Nm |
| Gross Receipts Event2 | $154,740 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $87,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $66,890 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $21,635 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,946 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,554 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $292,065 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $186,590 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $105,475 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,743 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $41,497 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $32,909 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,496 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $119,645 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,170 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD MACKIE | ||||||||||||||
| EXECUTIVE DIRECTOR | $155,300 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,295 | $0 | $173,595 | $0 | $0 | $0 |
| JOHN DEMAIN | ||||||||||||||
| MUSIC DIRECTOR | $233,176 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,295 | $0 | $251,471 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $111,016 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | NICHOLAS AND ELAINE MISCHLER ARE MARRIED. KATHERINE REUHL IS THE MOTHER OF STEVEN REUHL. |
| FORM 990, PART VI, SECTION A, LINE 6 | EACH SUBSCRIBER TO THE MINIMUM NUMBER OF CONCERTS REQUIRED FOR A SUBSCRIPTION TO THE ORCHESTRA'S SUBSCRIPTION SERIES AND EACH INDIVIDUAL WHO HAS CONTRIBUTED $500 OR MORE IN THE FISCAL YEAR OR THE PRECEDING FISCAL YEAR IS DEFINED AS A MEMBER IN THE ORGANIZATION'S BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT THE DIRECTORS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND GENERAL MANAGER OF THE MADISON SYMPHONY ORCHESTRA PRIOR TO FILING BUT HAS NOT BEEN PROVIDED TO THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS MAILED ANNUALLY TO EVERY BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | LEAGUE OF AMERICAN ORCHESTRAS COMPARABILITY DATA IS REVIEWED ANNUALLY AND USED BY THE EXECUTIVE COMMITTEE TO REVIEW AND APPROVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | POLICIES ARE AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON SYMPHONY ORCHESTRA FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST WASHINGTON AVE 460 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391769944 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON SYMPHONY ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON SYMPHONY ORCHESTRA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $660,160 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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