2016-03-15T00:00:00-05:00 2015-08-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2014-09-01 396023436 MILWAUKEE SYMPHONY ORCHESTRA INC MILW 4142916010 1101 N MARKET STREET NO 100 MILWAUKEE WI 53202 MARK NIEHAUS PRESIDENT 4142916010 2016-03-14 1 BRYAN L PAUTSCH CPA P00034913 2627549400 2016-02-16 2014 2016-08-17 19:52:53Z MARK NIEHAUS 1101 N MARKET STREET NO 100 MILWAUKEE WI 53202 16078328 0 X WWW.MSO.ORG X 1958 WI PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. 40 39 288 225 0 0 12266818 12241727 3288999 3611554 171553 180053 141064 -38305 15868434 15995029 4500 4500 0 0 11597922 11386079 47070 52552 907774 4488235 5055434 16137727 16498565 -269293 -503536 24062118 23069978 9893765 11322421 14168353 11747557 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 12292553 4500 3611554 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 68 FULL-TIME PROFESSIONAL MUSICIANS IN THE SYMPHONY PERFORM MORE THAN 135 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, MSO READING, WISCONSIN YOUTH PIANO COMPETITION AND MILWAUKEE HIGH SCHOOL OF THE ARTS RESIDENCY PROGRAM. 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 29,000 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 22 YOUTH AND FAMILY CONCERTS IN THE 2014-2015 SEASON. 12292553 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 310 0 288 1 0 0 0 0 0 1 1 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X CATHERINE KIEKHOFER 4142916010 1101 N MARKET ST STE 100 MILWAUKEE WI 53202 LAURA ARNOW BOARD DIRECTOR 2.00 X 0 0 0 MARCIA P BROOKS BOARD DIRECTOR 2.00 X 0 0 0 CASEY BRUNNER BOARD DIRECTOR 2.00 X 0 0 0 ROBERT CANCALOSI BOARD DIRECTOR 2.00 X 0 0 0 JOHN FACCHINI BOARD DIRECTOR 2.00 X 0 0 0 EDWARD FLYNN BOARD DIRECTOR 2.00 X 0 0 0 ALEXANDER FRASER BOARD DIRECTOR 2.00 X 0 0 0 RON HADDOCK BOARD DIRECTOR 2.00 X 0 0 0 DOUG HAGERMAN IMMEDIATE PAST BOARD CHAIR 2.00 X 0 0 0 ERIC HOBBS VICE CHAIR 4.00 X X 0 0 0 KAREN HUNG MARKETING COM. CO-CHAIR 2.00 X 0 0 0 ALYCE KATAYAMA VICE CHAIR, BOARD SECRETARY, GOVERNANCE CHAIR 5.00 X X 0 0 0 ALEX KRAMER BOARD DIRECTOR 2.00 X 0 0 0 SUSAN KURTZ EDUCATION COM. CHAIR 2.00 X 0 0 0 PETER MAHLER BOARD DIRECTOR 2.00 X 0 0 0 CHRISTIAN MITCHELL BOARD DIRECTOR 2.00 X 0 0 0 PATRICK MURPHY TREASURER 3.00 X X 0 0 0 MARK NIEHAUS EXECUTIVE DIRECTOR 40.00 X X 208886 0 21959 ANDREW NUNEMAKER BOARD CHAIRMAN 10.00 X X 0 0 0 MAURA PACKHAM MARKETING COM. CO-CHAIR 2.00 X 0 0 0 STUART PARSONS BOARD DIRECTOR 2.00 X 0 0 0 DEBORAH PATEL DEVELOPMENT COM. CHAIR 2.00 X 0 0 0 RICHARD PAULS AUDIT COM. CHAIR 2.00 X 0 0 0 JOHN ROSE CRESCENDO MEMBER DIRECTOR 2.00 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 PENSION COM. CHAIR 2.00 X 0 0 0 GREGORY SMITH BOARD DIRECTOR 2.00 X 0 0 0 MAGGIE STOEFFEL IMMEDIATE PAST FORTE CHAIR 2.00 X 0 0 0 RICHARD STOLL BOARD DIRECTOR 2.00 X X 0 0 0 HARUKI TOYAMA BOARD DIRECTOR 2.00 X 0 0 0 HERB ZIEN BOARD DIRECTOR 2.00 X 0 0 0 CHRISTOPHER LAYDEN COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 AJAY SINGH COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 DONALD TYLER COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 KIMBERLY WALKER COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 SACHIN CHHEDA CITY APPOINTED DIRECTOR 1.00 X 0 0 0 LESLIE SILLETTI CITY APPOINTED DIRECTOR 1.00 X X 0 0 0 FRANCIS WASIELEWSKI CITY APPOINTED DIRECTOR 1.00 X 0 0 0 FRANK ALMOND MSO MUSICIAN 40.00 X 141906 0 32786 EDO DE WAART MUSIC DIRECTOR 40.00 X 402308 0 0 CATHERINE KIEKHOFER VICE PRESIDENT FINANCE & ADMINISTRATION 40.00 X 106516 0 21764 SUSAN LORIS VICE PRESIDENT MARKETING & EDUCATION 40.00 X 120718 0 9631 PATRICK MCGINN STAFF AND MUSICIAN 40.00 X 102229 0 1656 RICHARD PRETAT STAFF AND MUSICIAN 40.00 X 106307 0 21761 TANYA MAZOR POSNER VICE PRESIDENT DEVELOPMENT 40.00 X 105268 0 1800 1294138 0 111357 8 1 1 0 JOURNALSENTINEL INC PO BOX 78932 MILWAUKEE WI 532780932 ADVERTISING 182310 THE SCAN GROUP INC W222 N625 CHEANEY DRIVE WAUKESHA WI 53186 PRINTING 152741 MILWAUKEE ARTS PARTNERS 1101 NORTH MARKET STREET STE 100 MILWAUKEE WI 53202 PAYMENT OF DATABASE MANAGEMENT 131795 IHEARTMEDIA PO BOX 847304 DALLAS TX 752847304 ADVERTISING 123191 JOURNAL BROADCAST GROUP INC PO BOX 203575 DALLAS TX 753203575 ADVERTISING 113225 5 2439587 152398 788701 101981 8759060 778187 12241727 TICKET SALES 711190 3098816 3098816 FEE FOR SERVICE 711190 512738 512738 3611554 180053 180053 655 655 44339 152398 83299 -38960 -38960 15995029 3611554 0 141748 4500 4500 1190982 728720 439259 23003 6691235 5817655 490524 383056 1079071 1007939 71132 1537222 1234233 224916 78073 887569 737026 104173 46370 22646 22646 52552 52552 279897 65724 194173 20000 841909 841909 385795 59205 218590 108000 167367 11820 155547 35440 11457 23141 842 31186 4224 20134 6828 40419 40419 65062 65062 30372 30372 PRODUCTION COSTS 1656977 1656977 ARTISTIC COSTS 952004 952004 MISCELLANEOUS 337715 502 204019 133194 SALES DEVELOPMENT 180725 567 152222 27936 27920 27920 16498565 12292553 3298238 907774 2406777 252374 672974 2842762 147208 74185 474888 465370 2730853 2511466 186228 219387 20174043 19215900 24062118 23069978 552870 1357508 1982806 1775559 2482622 2452213 4875467 5737141 9893765 11322421 X -7993771 -8912047 1988081 1443704 20174043 19215900 14168353 11747557 24062118 23069978 X -503536 -1917260 X 0 1 X 1 0 X 11224491 21467184 11500430 12266818 12241727 68700650 11224491 21467184 11500430 12266818 12241727 68700650 18597077 50103573 174314 119788 171451 172644 180708 818905 4169478 3634398 3546762 3428972 -38960 14740650 84260205 3611554 0.59460 0.59090 X PART II, SECTION B, LINE 10 - OTHER INCOME: 2010 2011 2012 2013 2014 PERFORMANCE REVENUE 3,502,792 3,115,079 3,015,222 2,759,197 FEE FOR SERVICE 630,819 471,987 443,448 529,802 OTHER INCOME 35,867 47,332 88,092 139,973 -38,960 TOTAL 4,169,478 3,634,398 3,546,762 3,428,972 3,572,594 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150 150 12292403 12292553 764628 191157 0 0 874122 895971 844179 764628 3378900 5068350 770 287 287 150 1494 218531 223993 211045 191157 844726 1267089 770 287 287 150 1494 20174043 59368 -130987 788701 97823 19215900 18770336 61349 2074433 631326 100749 20174043 18110041 414686 1052765 704477 102679 18770336 24340388 172461 1510396 7824810 88394 18110041 23381311 153811 2388061 1506490 76305 24340388 1.00000 0 1 1 65200 34170 31030 2665653 2477296 188357 219387 BENEFICIAL INTEREST HELD IN TRUSTS 19215900 19215900 LIABILITY FOR PENSION BENEFITS 5737141 5737141 X 16045628 83200 -32601 50599 15995029 0 15995029 16549164 83200 83200 16465964 32601 32601 16498565 PART V, LINE 4: TO PROVIDE OPERATING SUPPORT TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC. PART X, LINE 2: THE ORCHESTRA EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED DURING 2015 OR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -27,920. DONOR STOCK SALE EXPENSE -4,681. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 27,920. DONOR STOCK SALE EXPENSE 4,681. X 0 ARTS MARKETING PO BOX 8000 BUFFALO NY 14267 TELEFUNDRAISING 1 98487 52552 45935 98487 52552 45935 GRAPE EXPECTATIONS 36405 13590 22815 2995 6870 450 18073 SOIREE 151120 132720 18400 11356 10700 1606 20630 1 9212 6088 3124 3250 450 6919 196737 152398 44339 14351 20820 2506 45622 83299 -38960 X X X 0 0 0 0 0 0 0 0 0 MARK NIEHAUS EXECUTIVE DIRECTOR 208886 0 0 0 0 0 0 0 21959 0 230845 0 0 0 FRANK ALMOND MSO MUSICIAN 141906 0 0 0 0 0 10827 0 21959 0 174692 0 0 0 EDO DE WAART MUSIC DIRECTOR 402308 0 0 0 0 0 0 0 0 0 402308 0 0 0 TANYA MAZOR POSNER VICE PRESIDENT DEVELOPMENT 105268 0 0 0 0 0 0 0 1800 0 107068 0 0 0 X 22 778187 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 B, LINE 11 A DRAFT OF THE 990 IS GIVEN TO THE AUDIT COMMITTEE PRIOR TO 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, LINE 15B: 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: DECREASE IN THE BENEFICIAL INTEREST IN NET ASSETS IN PERPETUAL TRUSTS -958,143. PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS -959,117. MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST 1101 N MARKET ST ST 100 MILWAUKEE WI 53202 396096874 SUPPORT MSO, INC. WI 501(C)(3) LINE 11A, I 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 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0