2018-03-30T16:25:21-05:00 2017-08-31 363168081 Sikich LLP 13400 Bishops Lane Suite 300 Brookfield WI 53005 990 2016-09-01 396023436 Milwaukee Symphony Orchestra Inc MILW 4142916010 1101 N Market Street No 100 Milwaukee WI 53202 Mark Niehaus PRESIDENT 4142916010 2018-03-27 1 JILL M BOYLE CPA P01246734 2627549400 2018-03-27 12.155.240.66 2018-03-27 11:02:04 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2016 2021-01-29 14:40:06Z Mark Niehaus 1101 N Market Street No 100 Milwaukee WI 53202 38672912 0 X www.mso.org X 1958 WI PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. 43 39 286 250 0 0 14648601 34276483 3670657 4127042 197119 215202 113122 12978 18629499 38631705 4500 6750 0 0 12074583 12726833 38602 252078 1771830 5283057 5216521 17400742 18202182 1228757 20429523 24488040 46721031 11340491 10268095 13147549 36452936 X The Milwaukee Symphony Orchestra, Inc. ("MSO") reaches out to diverse audiences through concert performances and nationally recognized education and outreach programs. All programs are guided by the MSO Family Shared Vision which states that the MSO exists for three purposes: to comfort, educate, entertain and exhilarate the human soul through events of cultural significance, relevance and artistic challenge; to embrace, preserve and foster our musical heritage; and to enhance the vibrancy of our community. 0 0 12926696 6750 4127042 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. 12926696 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 123 0 286 1 0 0 0 0 0 1 1 0 0 0 0 X 43 39 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X Catherine Kiekhofer 4142916010 1101 N Market St Ste 100 Milwaukee WI 53202 Lex Allen County Appointed Director 1.00 X 0 0 0 Frank Almond MSO Musician 40.00 X 159505 0 34380 Louis Andrew Board Director 2.00 X 0 0 0 Laura Arnow Board Director 5.00 X 0 0 0 Tim Bowers Board Director 2.00 X 0 0 0 Marcia P Brooks Board Director 2.00 X 0 0 0 Sachin Chheda City Appointed Director 1.00 X 0 0 0 John Facchini Board Director 2.00 X 0 0 0 Kirk Ferguson MSO Musician 40.00 X 72219 0 21563 Edward Flynn Board Director 2.00 X 0 0 0 Alexander Fraser Board Director 2.00 X 0 0 0 Patrick Goris Board Director 2.00 X 0 0 0 Marion Gottschalk Board Director 2.00 X 0 0 0 Ron Haddock Board Director 2.00 X 0 0 0 Doug Hagerman Immediate Past Chairman 5.00 X X 0 0 0 Eric Hobbs Vice-Chairman 5.00 X X 0 0 0 Karen Hung Marketing, Co-chair 5.00 X 50000 0 0 Eric Jorgensen Board Director 2.00 X 0 0 0 Alyce Katayama Vice-Chairman, Secretary, 5.00 X X 0 0 0 Alex Kramer Board Director 2.00 X 0 0 0 Susan Kurtz Education & Community Enga 2.00 X 0 0 0 Christopher Layden County Appointed Director 1.00 X 0 0 0 Peter Mahler Board Director 2.00 X 0 0 0 Susan Martin Board Director 2.00 X 0 0 0 Christian Mitchell Board Director 2.00 X 0 0 0 Patrick Murphy Treasurer 10.00 X X 0 0 0 Mark Niehaus President & Executive Director 40.00 X X 280559 0 23367 Andrew Nunemaker Chairman 7.00 X X 0 0 0 Maura Packham board Director 2.00 X 0 0 0 Stuart Parsons Board Director 2.00 X 0 0 0 Deborah Patel Development Com. Chair 5.00 X 0 0 0 Richard Pauls Audit Com. Chair 5.00 X 0 0 0 Christopher Piotrowski Board Director 2.00 X 0 0 0 Shontra Powell County Appointed Director 1.00 X 0 0 0 Alice Read Board Director 2.00 X 0 0 0 Beth Ridley County Appointed Director 1.00 X 0 0 0 Nina Saranec Forte, Chair 2.00 X 0 0 0 Mike Schmitz Chairman's Council, Chair 2.00 X 0 0 0 Jay Schwister Retirement Planning, Chair 2.00 X 0 0 0 Gregory Smith Executive Committee, At-La 2.00 X 0 0 0 Maggie Stoeffel Forte, Immediate Past Chai 2.00 X 0 0 0 Richard Stoll Board Director 2.00 X 0 0 0 Haruki Toyama Board Director 10.00 X 0 0 0 Francis Wasielewski City Appointed Director 1.00 X 0 0 0 Herb Zien Board Director 2.00 X 0 0 0 Edo De Waart Music Director 40.00 X 389423 0 0 Catherine Kiekhofer Vice President Finance & A 40.00 X 107772 0 23367 Susan Loris Vice President Marketing & 40.00 X 130876 0 7982 Pamela Garvey Vice President Development 40.00 X 125537 0 7982 Richard Pretat Staff and Musician 40.00 X 110656 0 28678 1426547 0 147319 7 0 1 0 Fund Development Corporation 8211 W Bluemound Road STE 201 MILWAUKEE WI 53213 Fundraising Consulting 245000 Opus 3 Artists LLC 5670 Wilshire Blvd Suite 1790 Los Angeles CA 90036 Artist Management 215411 JOURNAL SENTINEL INC PO BOX 78932 MILWAUKEE WI 532780932 ADVERTISING 169537 THE SCAN GROUP INC W222 N625 CHEANEY DRIVE WAUKESHA WI 53186 PRINTING 157566 iHeartMEDIA PO BOX 847304 DALLAS TX 752847304 ADVERTISING 142538 8 2301368 302719 748038 89733 30834625 721369 34276483 Ticket Sales 711190 3065096 3065096 Fee for Service 711190 1061946 1061946 4127042 215202 215202 645 645 53540 302719 41207 12333 12333 38631705 4127042 0 228180 6750 6750 939354 614866 324488 7608823 6247972 779998 580853 1240273 1154431 85842 1997963 1687461 198043 112459 940420 760546 122697 57177 22528 22528 252078 252078 643856 76949 216877 350030 820627 818054 2573 433069 32285 278635 122149 164923 11820 153103 38016 13872 10004 14140 31225 4993 18483 7749 37060 37060 84344 84344 33913 33913 Production Costs 1262299 1262299 0 Artistic Costs 1050704 1050704 Miscellaneous 349771 1180 156655 191936 Sales Development 184499 568 162932 20999 59687 59687 18202182 12926696 3503656 1771830 1418832 1270621 2588652 22372934 92374 87827 511101 430058 4355919 2676486 245601 1679433 19631480 20880158 24488040 46721031 700016 828784 1934446 1904150 2474340 2496681 6231689 5038480 11340491 10268095 X -9154561 -3901473 2670630 19474251 19631480 20880158 13147549 36452936 24488040 46721031 X 20429523 2875865 X 0 1 X 1 0 X 11500430 12266818 12241727 14648601 33958145 84615721 11500430 12266818 12241727 14648601 33958145 84615721 14948178 69667543 171451 172644 180708 198330 215847 938980 3546762 3428972 -38960 111911 330672 7379357 92934058 4127042 0.74960 0.60520 X PART II, SECTION B, LINE 10 - OTHER INCOME: 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 858 858 12923338 12924196 796210 199053 0 0 844179 764628 774024 796210 3179041 4768562 287 150 978 858 2273 211045 191157 193506 199053 794761 1192142 287 150 978 858 2273 19631480 525737 1574324 748038 103345 20880158 19215900 62194 1221063 765075 102602 19631480 20174043 59368 -130987 788701 97823 19215900 18770336 61349 2074433 631326 100749 20174043 18110041 414686 1052765 704477 102679 18770336 1.00000 0 1 1 65200 40820 24380 4290719 2635666 1655053 1679433 BENEFICIAL INTEREST HELD IN TRUSTS 20880158 20880158 LIABILITY FOR PENSION BENEFITS 4989921 Capital Lease payable 48559 5038480 X 38618993 52203 -64915 -12712 38631705 0 38631705 18189471 52203 52203 18137268 64915 64915 18202183 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. X 1 The Phonathon LLC 455 NW 35th St STE 104 Boca Raton FL 33431 telefunding 1 64005 41576 22429 Fund Development Corporation 8112 W Bluemound Road 201 milwaukee WI 53213 Consulting 0 0 210000 -210000 64005 251576 -187571 Soiree 335131 287181 47950 12660 27101 Grape Expectation 21128 15538 5590 1146 300 356259 302719 53540 12660 28247 300 41207 12333 1 Stars of Tomorrow 3 4500 Wisconsin Youth Piano Competition 3 2250 X X X 0 0 0 0 0 0 0 0 0 Frank Almond MSO Musician 159505 0 0 0 0 0 12355 0 22025 0 193885 0 0 0 Mark Niehaus President & Executive Director 240167 0 40392 0 0 0 0 0 23367 0 303926 0 0 0 Edo De Waart Music Director 389423 0 0 0 0 0 0 0 0 0 389423 0 0 0 X 34 665665 FMV X Supplies 60 55704 FMV 0 1 1 Part I, Line 32b: The organization uses the services of investment brokers to sell securities donated. 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. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0