MILWAUKEE SYMPHONY ORCHESTRA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE SYMPHONY ORCHESTRA INC (EIN 39-6023436)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-03-30
- IRS object ID
- 201820899349300917
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-30T16:25:21-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sikich LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13400 Bishops Lane Suite 300 | AddressLine1Txt |
| City | Brookfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396023436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milwaukee Symphony Orchestra Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILW | BusinessNameControlTxt |
| Phone | 4142916010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 N Market Street No 100 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Niehaus | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4142916010 | PhoneNum |
| Signature | 2018-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2018-03-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.155.240.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-27 | IPDt |
| IP Tm | 11:02:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 934FC65FEE8495E85B690041CFEAE27130F8D972 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Niehaus | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 N Market Street No 100 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,672,912 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mso.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 286 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,648,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,276,483 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,670,657 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,127,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $197,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $215,202 | CYInvestmentIncomeAmt |
| PY Other Revenue | $113,122 | PYOtherRevenueAmt |
| CY Other Revenue | $12,978 | CYOtherRevenueAmt |
| PY Total Revenue | $18,629,499 | PYTotalRevenueAmt |
| CY Total Revenue | $38,631,705 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,074,583 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,726,833 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $38,602 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $252,078 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,771,830 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,283,057 | PYOtherExpensesAmt |
| CY Other Expenses | $5,216,521 | CYOtherExpensesAmt |
| PY Total Expenses | $17,400,742 | PYTotalExpensesAmt |
| CY Total Expenses | $18,202,182 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,228,757 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,429,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,488,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,721,031 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,340,491 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,268,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,147,549 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,452,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Milwaukee Symphony Orchestra, Inc. ("MSO") reaches out to diverse audiences through concert performances and nationally recognized education and outreach programs. All programs are guided by the MSO Family Shared Vision which states that the MSO exists for three purposes: to comfort, educate, entertain and exhilarate the human soul through events of cultural significance, relevance and artistic challenge; to embrace, preserve and foster our musical heritage; and to enhance the vibrancy of our community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,926,696 | ExpenseAmt |
| Grant | $6,750 | GrantAmt |
| Revenue | $4,127,042 | RevenueAmt |
| Desc | The Milwaukee Symphony Orchestra is among the finest orchestras in the nation and the largest cultural organization in Wisconsin. Since its inception in 1959, the MSO has received critical acclaim for artistic excellence. The 70 full-time professional musicians in the symphony perform more than 134 concerts each season for over 200,000 patrons. Education is integral to the mission of the Milwaukee Symphony Orchestra and comprises two main components: K-12 in-school and education programs that address the need for integrated, high-quality arts education in the public schools and training of young professional musicians through programs such as Stars of Tomorrow Concerts and Side-by-Side Competition, and the Wisconsin Youth Piano Compeition. The K-12 education programs of the MSO not only provide access to the arts for underserved students and families, they also address the need for integrated high-quality arts exposure and education in the public schools as required by the Wisconsin Department of Education. These initiatives currently serve more than 40,000 students and hundreds of teachers statewide, and are developed in conformity with the National Standards for Arts Education and the Wisconsin Common Core Standards. The MSO continues to adapt its existing programs and develop new ones that support education reform in Wisconsin. This effort has become even more critical as programs in the arts have been decimated by deep cuts to the education budget of the state. The MSO offered a total of 29 Youth and Family Concerts and 450 in-school performances in the 2016-2017 season. | Desc |
| Total Program Service Expenses | $12,926,696 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 286 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | 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 | 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 | 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 | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catherine Kiekhofer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142916010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 N Market St Ste 100 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Lex Allen | ||||||||
| County Appointed Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Almond | ||||||||
| MSO Musician | 40.00 | Yes (X) | $159,505 | $0 | $34,380 | |||
| Louis Andrew | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Laura Arnow | ||||||||
| Board Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Tim Bowers | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marcia P Brooks | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sachin Chheda | ||||||||
| City Appointed Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Facchini | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kirk Ferguson | ||||||||
| MSO Musician | 40.00 | Yes (X) | $72,219 | $0 | $21,563 | |||
| Edward Flynn | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alexander Fraser | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Goris | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marion Gottschalk | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ron Haddock | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Doug Hagerman | ||||||||
| Immediate Past Chairman | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Eric Hobbs | ||||||||
| Vice-Chairman | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Karen Hung | ||||||||
| Marketing, Co-chair | 5.00 | Yes (X) | $50,000 | $0 | $0 | |||
| Eric Jorgensen | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alyce Katayama | ||||||||
| Vice-Chairman, Secretary, | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Alex Kramer | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Kurtz | ||||||||
| Education & Community Enga | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Layden | ||||||||
| County Appointed Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Mahler | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Martin | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Christian Mitchell | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Murphy | ||||||||
| Treasurer | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Mark Niehaus | ||||||||
| President & Executive Director | 40.00 | Yes (X) | $280,559 | $0 | $23,367 | Yes (X) | ||
| Andrew Nunemaker | ||||||||
| Chairman | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Maura Packham | ||||||||
| board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Stuart Parsons | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Patel | ||||||||
| Development Com. Chair | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Pauls | ||||||||
| Audit Com. Chair | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Piotrowski | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Shontra Powell | ||||||||
| County Appointed Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alice Read | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Ridley | ||||||||
| County Appointed Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nina Saranec | ||||||||
| Forte, Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Mike Schmitz | ||||||||
| Chairman's Council, Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay Schwister | ||||||||
| Retirement Planning, Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Smith | ||||||||
| Executive Committee, At-La | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Maggie Stoeffel | ||||||||
| Forte, Immediate Past Chai | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Stoll | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Haruki Toyama | ||||||||
| Board Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Francis Wasielewski | ||||||||
| City Appointed Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Herb Zien | ||||||||
| Board Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Edo De Waart | ||||||||
| Music Director | 40.00 | $389,423 | $0 | $0 | Yes (X) | |||
| Catherine Kiekhofer | ||||||||
| Vice President Finance & A | 40.00 | $107,772 | $0 | $23,367 | Yes (X) | |||
| Susan Loris | ||||||||
| Vice President Marketing & | 40.00 | $130,876 | $0 | $7,982 | Yes (X) | |||
| Pamela Garvey | ||||||||
| Vice President Development | 40.00 | $125,537 | $0 | $7,982 | Yes (X) | |||
| Richard Pretat | ||||||||
| Staff and Musician | 40.00 | $110,656 | $0 | $28,678 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,426,547 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fund Development Corporation | |||||
| 8211 W Bluemound Road STE 201 | MILWAUKEE | WI | 53213 | Fundraising Consulting | $245,000 |
| Opus 3 Artists LLC | |||||
| 5670 Wilshire Blvd Suite 1790 | Los Angeles | CA | 90036 | Artist Management | $215,411 |
| JOURNAL SENTINEL INC | |||||
| PO BOX 78932 | MILWAUKEE | WI | 532780932 | ADVERTISING | $169,537 |
| THE SCAN GROUP INC | |||||
| W222 N625 CHEANEY DRIVE | WAUKESHA | WI | 53186 | PRINTING | $157,566 |
| iHeartMEDIA | |||||
| PO BOX 847304 | DALLAS | TX | 752847304 | ADVERTISING | $142,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,301,368 | FederatedCampaignsAmt |
| Fundraising | $302,719 | FundraisingAmt |
| Related Organizations | $748,038 | RelatedOrganizationsAmt |
| Government Grants | $89,733 | GovernmentGrantsAmt |
| All Other Contributions | $30,834,625 | AllOtherContributionsAmt |
| Noncash Contributions | $721,369 | NoncashContributionsAmt |
| Total Contributions | $34,276,483 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Ticket Sales | 711190 | $3,065,096 | $3,065,096 |
| Fee for Service | 711190 | $1,061,946 | $1,061,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,127,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,202 | TotalRevenueColumnAmt |
| Exclusion | $215,202 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645 | TotalRevenueColumnAmt |
| Exclusion | $645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $53,540 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $302,719 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,207 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,333 | TotalRevenueColumnAmt |
| Exclusion | $12,333 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,631,705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,127,042 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $228,180 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,750 | TotalAmt |
| Program Services | $6,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,354 | TotalAmt |
| Program Services | $614,866 | ProgramServicesAmt |
| Management And General | $324,488 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,608,823 | TotalAmt |
| Program Services | $6,247,972 | ProgramServicesAmt |
| Management And General | $779,998 | ManagementAndGeneralAmt |
| Fundraising | $580,853 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,240,273 | TotalAmt |
| Program Services | $1,154,431 | ProgramServicesAmt |
| Management And General | $85,842 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,963 | TotalAmt |
| Program Services | $1,687,461 | ProgramServicesAmt |
| Management And General | $198,043 | ManagementAndGeneralAmt |
| Fundraising | $112,459 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,420 | TotalAmt |
| Program Services | $760,546 | ProgramServicesAmt |
| Management And General | $122,697 | ManagementAndGeneralAmt |
| Fundraising | $57,177 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,528 | TotalAmt |
| Management And General | $22,528 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,078 | TotalAmt |
| Fundraising | $252,078 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,856 | TotalAmt |
| Program Services | $76,949 | ProgramServicesAmt |
| Management And General | $216,877 | ManagementAndGeneralAmt |
| Fundraising | $350,030 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,627 | TotalAmt |
| Management And General | $818,054 | ManagementAndGeneralAmt |
| Fundraising | $2,573 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,069 | TotalAmt |
| Program Services | $32,285 | ProgramServicesAmt |
| Management And General | $278,635 | ManagementAndGeneralAmt |
| Fundraising | $122,149 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,923 | TotalAmt |
| Program Services | $11,820 | ProgramServicesAmt |
| Management And General | $153,103 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,016 | TotalAmt |
| Program Services | $13,872 | ProgramServicesAmt |
| Management And General | $10,004 | ManagementAndGeneralAmt |
| Fundraising | $14,140 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,225 | TotalAmt |
| Program Services | $4,993 | ProgramServicesAmt |
| Management And General | $18,483 | ManagementAndGeneralAmt |
| Fundraising | $7,749 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,060 | TotalAmt |
| Management And General | $37,060 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,344 | TotalAmt |
| Management And General | $84,344 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,913 | TotalAmt |
| Management And General | $33,913 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production Costs | $1,262,299 | $1,262,299 | $0 | |
| Artistic Costs | $1,050,704 | $1,050,704 | ||
| Miscellaneous | $349,771 | $1,180 | $156,655 | $191,936 |
| Sales Development | $184,499 | $568 | $162,932 | $20,999 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,687 | TotalAmt |
| Fundraising | $59,687 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,202,182 | TotalAmt |
| Program Services | $12,926,696 | ProgramServicesAmt |
| Management And General | $3,503,656 | ManagementAndGeneralAmt |
| Fundraising | $1,771,830 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,832 | BOYAmt |
| EOY | $1,270,621 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588,652 | BOYAmt |
| EOY | $22,372,934 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,374 | BOYAmt |
| EOY | $87,827 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,101 | BOYAmt |
| EOY | $430,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,355,919 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,676,486 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,601 | BOYAmt |
| EOY | $1,679,433 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,631,480 | BOYAmt |
| EOY | $20,880,158 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,488,040 | BOYAmt |
| EOY | $46,721,031 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,016 | BOYAmt |
| EOY | $828,784 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,934,446 | BOYAmt |
| EOY | $1,904,150 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,474,340 | BOYAmt |
| EOY | $2,496,681 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231,689 | BOYAmt |
| EOY | $5,038,480 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,340,491 | BOYAmt |
| EOY | $10,268,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,154,561 | BOYAmt |
| EOY | -$3,901,473 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,670,630 | BOYAmt |
| EOY | $19,474,251 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,631,480 | BOYAmt |
| EOY | $20,880,158 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,147,549 | BOYAmt |
| EOY | $36,452,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,488,040 | BOYAmt |
| EOY | $46,721,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,429,523 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,875,865 | 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 | $11,500,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,266,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,241,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,648,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,958,145 | CurrentTaxYearAmt |
| Total | $84,615,721 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,500,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,266,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,241,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,648,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,958,145 | CurrentTaxYearAmt |
| Total | $84,615,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,948,178 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,667,543 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $172,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,847 | CurrentTaxYearAmt |
| Total | $938,980 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,546,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,428,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$38,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,672 | CurrentTaxYearAmt |
| Total | $7,379,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,934,058 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,127,042 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION B, LINE 10 - OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | 2012 2013 2014 2015 2016 PERFORMANCE REVENUE 3,015,222 2,759,197 FEE FOR SERVICE 443,448 529,802 OTHER INCOME 88,092 139,973 -38,960 111,911 330,673 TOTAL 3,546,762 3,428,972 -38,960 111,911 330,673 | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $858 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $858 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,923,338 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,924,196 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $796,210 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $199,053 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $844,179 | CurrentYearMinus3Amt |
| Current Year Minus2 | $764,628 | CurrentYearMinus2Amt |
| Current Year Minus1 | $774,024 | CurrentYearMinus1Amt |
| Current Year | $796,210 | CurrentYearAmt |
| Total | $3,179,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,768,562 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $287 | CurrentYearMinus3Amt |
| Current Year Minus2 | $150 | CurrentYearMinus2Amt |
| Current Year Minus1 | $978 | CurrentYearMinus1Amt |
| Current Year | $858 | CurrentYearAmt |
| Total | $2,273 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $211,045 | CurrentYearMinus3Amt |
| Current Year Minus2 | $191,157 | CurrentYearMinus2Amt |
| Current Year Minus1 | $193,506 | CurrentYearMinus1Amt |
| Current Year | $199,053 | CurrentYearAmt |
| Total | $794,761 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,192,142 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $287 | CurrentYearMinus3Amt |
| Current Year Minus2 | $150 | CurrentYearMinus2Amt |
| Current Year Minus1 | $978 | CurrentYearMinus1Amt |
| Current Year | $858 | CurrentYearAmt |
| Total | $2,273 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,631,480 | BeginningYearBalanceAmt |
| Contributions | $525,737 | ContributionsAmt |
| Investment Earnings Or Losses | $1,574,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $748,038 | OtherExpendituresAmt |
| Administrative Expenses | $103,345 | AdministrativeExpensesAmt |
| End Year Balance | $20,880,158 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,215,900 | BeginningYearBalanceAmt |
| Contributions | $62,194 | ContributionsAmt |
| Investment Earnings Or Losses | $1,221,063 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $765,075 | OtherExpendituresAmt |
| Administrative Expenses | $102,602 | AdministrativeExpensesAmt |
| End Year Balance | $19,631,480 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,174,043 | BeginningYearBalanceAmt |
| Contributions | $59,368 | ContributionsAmt |
| Investment Earnings Or Losses | -$130,987 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $788,701 | OtherExpendituresAmt |
| Administrative Expenses | $97,823 | AdministrativeExpensesAmt |
| End Year Balance | $19,215,900 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,770,336 | BeginningYearBalanceAmt |
| Contributions | $61,349 | ContributionsAmt |
| Investment Earnings Or Losses | $2,074,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $631,326 | OtherExpendituresAmt |
| Administrative Expenses | $100,749 | AdministrativeExpensesAmt |
| End Year Balance | $20,174,043 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,110,041 | BeginningYearBalanceAmt |
| Contributions | $414,686 | ContributionsAmt |
| Investment Earnings Or Losses | $1,052,765 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $704,477 | OtherExpendituresAmt |
| Administrative Expenses | $102,679 | AdministrativeExpensesAmt |
| End Year Balance | $18,770,336 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,820 | DepreciationAmt |
| Book Value | $24,380 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,290,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,635,666 | DepreciationAmt |
| Book Value | $1,655,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,679,433 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST HELD IN TRUSTS | Desc |
| Book Value | $20,880,158 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,880,158 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY FOR PENSION BENEFITS | $4,989,921 |
| Capital Lease payable | $48,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,038,480 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,618,993 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $52,203 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$64,915 | OtherRevenueAmt |
| Revenue Not Reported | -$12,712 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,631,705 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,631,705 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,189,471 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $52,203 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $52,203 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,137,268 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $64,915 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $64,915 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,202,183 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | TO PROVIDE OPERATING SUPPORT TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC. |
| Part X, Line 2: | The Orchestra is a nonprofit corporation as described in Section 501(c)(3) of the Internal Revenue Code as other than a private foundation, and is exempt from federal and state income taxes on related income pursuant to Section 501(a) of the code. |
| Part XI, Line 2d - Other Adjustments: | Bad Debt Expense -59,687. DONOR STOCK SALE EXPENSE -5,228. |
| Part XII, Line 4b - Other Adjustments: | Bad Debt Expense 59,687. Donor Stock Sale Expense 5,228. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| The Phonathon LLC | ||||||||
| 455 NW 35th St STE 104 | Boca Raton | FL | 33431 | telefunding | Yes (1) | $64,005 | $41,576 | $22,429 |
| Fund Development Corporation | ||||||||
| 8112 W Bluemound Road 201 | milwaukee | WI | 53213 | Consulting | 0 | $0 | $210,000 | -$210,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $64,005 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $251,576 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$187,571 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Soiree | Event1Nm |
| Gross Receipts Event1 | $335,131 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $287,181 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,950 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,660 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,101 | FoodAndBeverageEvent1Amt |
| Event2 | Grape Expectation | Event2Nm |
| Gross Receipts Event2 | $21,128 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,538 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,590 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,146 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $300 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $356,259 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $302,719 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $53,540 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,660 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,247 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $300 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,207 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,333 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Stars of Tomorrow | 3 | $4,500 |
| Wisconsin Youth Piano Competition | 3 | $2,250 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Frank Almond | ||||||||||||||
| MSO Musician | $159,505 | $0 | $0 | $0 | $0 | $0 | $12,355 | $0 | $22,025 | $0 | $193,885 | $0 | $0 | $0 |
| Mark Niehaus | ||||||||||||||
| President & Executive Director | $240,167 | $0 | $40,392 | $0 | $0 | $0 | $0 | $0 | $23,367 | $0 | $303,926 | $0 | $0 | $0 |
| Edo De Waart | ||||||||||||||
| Music Director | $389,423 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $389,423 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $665,665 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Supplies | Desc |
| Contribution | 60 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,704 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The organization uses the services of investment brokers to sell securities donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | the Mayor and the Milwaukee County Executive have the power to appoint directors. |
| Form 990, Part VI, Section B, line 11b | A draft of the 990 is put out on the Board portal for review and comment by the full Board before filing. |
| Form 990, Part VI, Section B, line 12c | THE MSO AND THE GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| Form 990, Part VI, Section B, line 15 | EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY AND COMPARED WITH BENCH-MARKING DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS. |
| Form 990, Part VI, Section C, line 19 | UPON REQUEST |
| Form 990, Part XI, line 9: | Increase in the beneficial interest in net assets in perpetual trusts 1,248,678. Pension-related items other than net periodic pension costs 1,627,187. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Milwaukee Symphony Orchestra Endowment Trust | ||||||||||
| 1101 N Market St St 100 | Milwaukee | WI | 53202 | 396096874 | Support MSO, Inc. | WI | 501(c)(3) | Line 12d, III-O | N/A | 0 |
| Milwaukee Symphony Orchestra Foundation Trust | ||||||||||
| 1101 N Market St St 100 | Milwaukee | WI | 53202 | 391715515 | Support MSO, Inc. | WI | 501(c)(3) | Line 12d, III-O | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 |
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