FLORENTINE OPERA CO INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FLORENTINE OPERA CO INC (EIN 39-1098132)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-09
- IRS object ID
- 202512829349300646
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T11:18:43-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PLACE SUITE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391098132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENTINE OPERA COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 4142915700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 WEST HIGHLAND AVE 201 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DAVID PARIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4142915700 | PhoneNum |
| Signature | 2025-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCH DAVIS CPA | PreparerPersonNm |
| PTIN | P01273382 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2025-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAGGEY OPLINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 WEST HIGHLAND AVE 201 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,279,227 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FLORENTINEOPERA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE FLORENTINE OPERA COMPANY IS DRIVEN TO PRODUCE THE FULL RANGE OF OPERATIC WORKS REFLECTING THE HIGHEST MUSICAL AND THEATRICAL STANDARDS, AND TO SUPPORT COMMUNITY AND EDUCATION PROGRAMS THAT FOSTER THE CURRENT AND NEXT GENERATION OF OPERA AUDIENCES AND PRACTITIONERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,377,079 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,153,123 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $317,079 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $459,714 | CYProgramServiceRevenueAmt |
| PY Investment Income | $189,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,576,332 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$37,655 | PYOtherRevenueAmt |
| CY Other Revenue | $1,426 | CYOtherRevenueAmt |
| PY Total Revenue | $2,846,186 | PYTotalRevenueAmt |
| CY Total Revenue | $4,190,595 | 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 | $1,935,650 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,013,797 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $166,118 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,479,630 | PYOtherExpensesAmt |
| CY Other Expenses | $1,533,145 | CYOtherExpensesAmt |
| PY Total Expenses | $3,415,280 | PYTotalExpensesAmt |
| CY Total Expenses | $3,546,942 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$569,094 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $643,653 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,231,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,026,236 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $618,248 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $442,358 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,613,524 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,583,878 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FLORENTINE OPERA COMPANY IS DRIVEN TO PRODUCE THE FULL RANGE OF OPERATIC WORKS REFLECTING THE HIGHEST MUSICAL AND THEATRICAL STANDARDS, AND TO SUPPORT COMMUNITY AND EDUCATION PROGRAMS THAT FOSTER THE CURRENT AND NEXT GENERATION OF OPERA AUDIENCES AND PRACTITIONERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,660,959 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $400,885 | RevenueAmt |
| Desc | MAINSTAGE OPERA ACHIEVEMENTS: ARTISTIC EXCELLENCE: THE FLORENTINE OPERA PRESENTS HIGH-QUALITY PRODUCTIONS, OFTEN FEATURING RENOWNED ARTISTS AND INNOVATIVE STAGING, WHICH ELEVATES THE CULTURAL LANDSCAPE OF THE COMMUNITY. DIVERSE REPERTOIRE: THE PROGRAM INCLUDES A MIX OF CLASSIC AND CONTEMPORARY OPERAS, APPEALING TO A WIDE AUDIENCE AND PROMOTING THE ART FORM. COMMUNITY ENGAGEMENT: THROUGH OUTREACH INITIATIVES, THE MAINSTAGE PRODUCTIONS ENGAGE DIVERSE COMMUNITY GROUPS, FOSTERING A LOVE FOR OPERA AMONG NEW AUDIENCES. THE ORGANIZATION ALLOCATES A SIGNIFICANT PORTION OF ITS BUDGET TO MAINSTAGE PRODUCTIONS, RECEIVING GRANTS FROM LOCAL ARTS COUNCILS AND PRIVATE FOUNDATIONS. NO FOREIGN GRANTS ARE INCLUDED IN THIS PROGRAM.ARTISTIC DEVELOPMENT ACHIEVEMENTS:EMERGING ARTIST PROGRAMS: THE FLORENTINE OPERA SUPPORTS EMERGING ARTISTS THROUGH THE BAUMGARTNER STUDIO ARTIST PROGRAM AND SUMMER STUDIO ENSEMBLE, PROVIDING THEM WITH ESSENTIAL PERFORMANCE EXPERIENCE AND PROFESSIONAL TRAINING.THIS PROGRAM RECEIVES FUNDING THROUGH GRANTS SPECIFICALLY AIMED AT ARTIST DEVELOPMENT AND TRAINING INITIATIVES. NO FOREIGN GRANTS ARE INCLUDED IN THIS CATEGORY.EACH OF THESE PROGRAMS PLAYS A VITAL ROLE IN FULFILLING THE FLORENTINE OPERA'S MISSION, CONTRIBUTING TO THE ARTS COMMUNITY, AND PROMOTING THE GROWTH OF OPERA. THE ORGANIZATION REPORTS RELEVANT FINANCIAL INFORMATION AS REQUIRED BY IRS REGULATIONS, ENSURING TRANSPARENCY IN ITS OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $305,530 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $58,829 | RevenueAmt |
| Desc | THE FLORENTINE OPERA COMPANY'S PROGRAMS REACH A BROAD SPECTRUM OF INDIVIDUALS THROUGHOUT METRO MILWAUKEE, SOUTHEASTERN WISCONSIN, AND BEYOND. LAST YEAR, OUR EDUCATIONAL TOUR WAS OFFERED IN A DIGITAL FORMAT AN REACHED OVER 70,000 HOUSEHOLDS. THE COMPANY PROVIDES A VITAL ADDITION TO LOCAL ARTS EDUCATION--BOTH IN THE CLASSROOM AND ON THE STAGE. THE FLORENTINE OPERA COMPANY'S EDUCATION DEPARTMENT IS COMMITTED TO PROVIDING EDUCATORS WITH OPPORTUNITIES TO UTILIZE OPERA TO MEET EDUCATIONAL STANDARDS, AS WELL AS TO ENHANCE LEARNING FOR ALL STUDENTS. EDUCATION PROGRAMS ACHIEVEMENTS:YOUTH ENGAGEMENT: THE EDUCATION PROGRAMS OFFER WORKSHOPS, MASTERCLASSES, AND PERFORMANCES FOR ALMOST 10,000 WISCONSIN STUDENTS, ENHANCING THEIR UNDERSTANDING AND APPRECIATION OF OPERA AND THE PERFORMING ARTS.PARTNERSHIPS WITH SCHOOLS: COLLABORATIONS WITH LOCAL SCHOOLS PROVIDE STUDENTS WITH OPPORTUNITIES TO PARTICIPATE IN OPERATIC PRODUCTIONS, FOSTERING ARTISTIC SKILLS AND TEAMWORK.SCHOOL TOUR: THE FLORENTINE OPERA TAKES A REDUCED OPERA INTO LOCAL SCHOOLS, BRINGING OPERA LIVE TO 8,701 STUDENTS THROUGH 37 PERFORMANCES AND 26 RESIDENCY VISITS AT 66 SCHOOLS. THE VIDEO IS SHARED WITH ALL OF MPS (70,000 STUDENTS, 156 SCHOOLS).FUNDING FROM EDUCATIONAL GRANTS AND PARTNERSHIPS SUPPORTS THESE INITIATIVES, WITH ALLOCATIONS DIRECTED TOWARDS PROGRAM DEVELOPMENT. THERE ARE NO FOREIGN GRANTS REPORTED IN THIS AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,966,489 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 158 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGEY OPLINGER | PersonNm |
| Phone | 4142915700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 WEST HIGHLAND AVE STE 201 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR DAVID PARIS | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE COSTANTINI | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM ARNDT | ||||||
| PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAN WADE | ||||||
| VP OF FINANCE & TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTA HANSEN | ||||||
| VP OF MARKETING & AUDIENCE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDY BURKE | ||||||
| VP OF DEVELOPMENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH DAMSGAARD | ||||||
| VP OF EDUCATION | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK CAMELI | ||||||
| CO-CHAIR REFLECTING MKE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LASHONDA HILL | ||||||
| CO-VP GOVERNANCE AND REFLECTING MKE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WAYNE LUEDERS | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNNE DIXON-SPELLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC HAMME | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SOBCZAK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARION GOTTSCHALK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERTA BREHM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN EASTBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE SMYTH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGEY OPLINGER | ||||||
| GENERAL DIRECTOR & CEO | 40.00 | Yes (X) | $158,659 | $0 | $0 | |
| CAMILLE YIP | ||||||
| FINANCE & HR MANAGER | 40.00 | Yes (X) | $83,371 | $0 | $575 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $242,030 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $575 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILWAUKEE SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 WEST WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ORCHESTRA SERVICE FOR OUR 4 SHOWS | ServicesDesc |
| Compensation | $179,924 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $331,671 | FundraisingAmt |
| Government Grants | $46,039 | GovernmentGrantsAmt |
| All Other Contributions | $1,775,413 | AllOtherContributionsAmt |
| Noncash Contributions | $23,705 | NoncashContributionsAmt |
| Total Contributions | $2,153,123 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711110 | $388,330 | $388,330 |
| EDUCATION AND OUTREACH PROGRAMS | 711110 | $58,829 | $58,829 |
| SET RENTALS | 532490 | $12,555 | $12,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $459,714 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,829 | TotalRevenueColumnAmt |
| Exclusion | $185,829 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,403,820 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,013,317 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,390,503 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,390,503 | TotalRevenueColumnAmt |
| Exclusion | $1,390,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,596 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $331,671 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $75,315 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,719 | TotalRevenueColumnAmt |
| Exclusion | -$13,719 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,145 | TotalRevenueColumnAmt |
| Exclusion | $15,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,145 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,190,595 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $459,714 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,577,758 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,621 | TotalAmt |
| Program Services | $53,591 | ProgramServicesAmt |
| Management And General | $138,015 | ManagementAndGeneralAmt |
| Fundraising | $52,015 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,632,893 | TotalAmt |
| Program Services | $1,477,564 | ProgramServicesAmt |
| Management And General | $53,816 | ManagementAndGeneralAmt |
| Fundraising | $101,513 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,787 | TotalAmt |
| Program Services | $34,096 | ProgramServicesAmt |
| Management And General | $4,272 | ManagementAndGeneralAmt |
| Fundraising | $3,419 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,496 | TotalAmt |
| Program Services | $77,921 | ProgramServicesAmt |
| Management And General | $9,762 | ManagementAndGeneralAmt |
| Fundraising | $7,813 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,725 | TotalAmt |
| Management And General | $15,725 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,852 | TotalAmt |
| Management And General | $17,852 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,268 | TotalAmt |
| Program Services | $27,398 | ProgramServicesAmt |
| Management And General | $38,216 | ManagementAndGeneralAmt |
| Fundraising | $654 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,833 | TotalAmt |
| Program Services | $115,442 | ProgramServicesAmt |
| Management And General | $10,391 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,624 | TotalAmt |
| Program Services | $214,990 | ProgramServicesAmt |
| Management And General | $14,634 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,674 | TotalAmt |
| Program Services | $26,361 | ProgramServicesAmt |
| Management And General | $20,313 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,482 | TotalAmt |
| Program Services | $381,530 | ProgramServicesAmt |
| Management And General | $37,952 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,740 | TotalAmt |
| Program Services | $83,605 | ProgramServicesAmt |
| Management And General | $9,135 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,238 | TotalAmt |
| Program Services | $36,826 | ProgramServicesAmt |
| Management And General | $15,412 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,967 | TotalAmt |
| Program Services | $7,517 | ProgramServicesAmt |
| Management And General | $246 | ManagementAndGeneralAmt |
| Fundraising | $204 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,117 | TotalAmt |
| Program Services | $27,887 | ProgramServicesAmt |
| Management And General | $13,230 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| THEATER AND PRODUCTION | $392,137 | $391,637 | $500 | |
| BAD DEBT | $11,073 | $11,073 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,415 | TotalAmt |
| Program Services | $10,124 | ProgramServicesAmt |
| Management And General | $4,291 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,546,942 | TotalAmt |
| Program Services | $2,966,489 | ProgramServicesAmt |
| Management And General | $414,335 | ManagementAndGeneralAmt |
| Fundraising | $166,118 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,305 | BOYAmt |
| EOY | $539,584 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,928 | BOYAmt |
| EOY | $17,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $12,455 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,801 | BOYAmt |
| EOY | $83,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $520,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $474,036 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,295 | BOYAmt |
| EOY | $46,353 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,086,021 | BOYAmt |
| EOY | $6,981,836 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,849 | BOYAmt |
| EOY | $137,012 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,573 | BOYAmt |
| EOY | $207,451 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,231,772 | BOYAmt |
| EOY | $8,026,236 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,603 | BOYAmt |
| EOY | $74,433 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,856 | BOYAmt |
| EOY | $153,853 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,789 | BOYAmt |
| EOY | $214,072 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,248 | BOYAmt |
| EOY | $442,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,767,381 | BOYAmt |
| EOY | $3,708,393 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,846,143 | BOYAmt |
| EOY | $3,875,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,613,524 | BOYAmt |
| EOY | $7,583,878 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,231,772 | BOYAmt |
| EOY | $8,026,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $643,653 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$673,299 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,935,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,048,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,362,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,377,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,153,123 | CurrentTaxYearAmt |
| Total | $14,877,205 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,935,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,048,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,362,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,377,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,153,123 | CurrentTaxYearAmt |
| Total | $14,877,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,349,028 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,528,177 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $185,829 | CurrentTaxYearAmt |
| Total | $713,139 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,590,344 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,841,094 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,196,995 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $113,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,117 | OtherExpendituresAmt |
| End Year Balance | $3,307,985 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,997,812 | BeginningYearBalanceAmt |
| Contributions | $102,828 | ContributionsAmt |
| Investment Earnings Or Losses | $318,865 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $222,510 | OtherExpendituresAmt |
| End Year Balance | $3,196,995 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,934,165 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $263,306 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $199,859 | OtherExpendituresAmt |
| End Year Balance | $2,997,812 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,238,563 | BeginningYearBalanceAmt |
| Contributions | $1,004,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$308,998 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,934,165 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,794,113 | BeginningYearBalanceAmt |
| Contributions | $380 | ContributionsAmt |
| Investment Earnings Or Losses | $444,070 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,238,563 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96828 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03172 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $201,605 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $272,431 | DepreciationAmt |
| Book Value | $46,353 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,353 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $207,840 |
| FINANCE LEASE LIABILITIES | $6,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $214,072 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,694,615 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$673,299 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $119,856 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$17,852 | OtherRevenueAmt |
| Revenue Not Reported | -$571,295 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,265,910 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$75,315 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$75,315 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,190,595 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,724,261 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $119,856 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $75,315 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $195,171 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,529,090 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,852 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,852 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,546,942 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM THE ENDOWMENT FUNDS CAN BE USED TO SUPPORT THE ORGANIZATION'S GENERAL ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES REPORTED ON FORM 990, PART IX, LINE 11F -17,852. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -75,315. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 75,315. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PASTA & PUCCINI | Event1Nm |
| Gross Receipts Event1 | $243,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $209,989 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,011 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $31,611 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $337 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL GALA | Event2Nm |
| Gross Receipts Event2 | $150,267 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $121,682 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,585 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $23,585 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $13,382 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $393,267 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $331,671 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,596 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,196 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,719 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $75,315 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,719 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGEY OPLINGER | PersonNm |
| Title | GENERAL DIRECTOR & CEO | TitleTxt |
| Base Compensation Filing Org | $158,659 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,659 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS FOR MAGGEY OPLINGER'S MEMBERSHIP DUES AND ASSESSMENTS TO THE UNIVERSITY CLUB OF MILWAUKEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHENEVER A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST IN ANY MATTER COMING BEFORE THE GOVERNING BODY, THE GOVERNING BODY SHALL ENSURE THAT THE INTEREST OF SUCH OFFICER OR DIRECTOR IS FULLY DISCLOSED TO THE GOVERNING BODY, NO INTERESTED OFFICER OR DIRECTOR MAY VOTE OR LOBBY ON THE MATTER OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT THE MEETING OF THE GOVERNING BODY AT WHICH SUCH MATTER IS VOTED UPON, ANY TRANSACTION IN WHICH A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST SHALL BE DULY APPROVED BY MEMBERS OF THE GOVERNING BODY NOT SO INTERESTED OR CONNECTED AS BEING IN THE BEST INTERESTS OF THE ORGANIZATION, PAYMENTS TO THE INTERESTED OFFICER OR DIRECTOR SHALL BE REASONABLE AND SHALL NOT EXCEED FAIR MARKET VALUE, AND THE MINUTES OF THE MEETINGS AT WHICH SUCH VOTES ARE TAKEN SHALL RECORD SUCH DISCLOSURE, ABSTENTION, AND RATIONALE FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE GENERAL DIRECTOR'S COMPENSATION IS ESTABLISHED AND MONITORED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY. THE COMPENSATION IS BASED ON A WRITTEN JOB DESCRIPTION AND IS SUBJECT TO COMPARISON TO OTHER SIMILAR JOB DESCRIPTIONS USING THIRD-PARTY PUBLISHED DATA. THE PROCESS WAS LAST UNDERTAKEN IN FISCAL YEAR 2019 WHEN A NEW GENERAL DIRECTOR SEARCH WAS INITIATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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