MILWAUKEE SYMPHONY ORCHESTRA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE SYMPHONY ORCHESTRA INC (EIN 39-6023436)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-01-11
- IRS object ID
- 201330119349300543
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-11T16:21:55-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391214345 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLBCO SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13400 BISHOPS LANE SUITE 300 | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 53005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396023436 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILWAUKEE SYMPHONY ORCHESTRA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILW | NameControl |
| Phone | 4142916010 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 N MARKET STREET NO 100 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK NIEHAUS | Name |
| Title | PRESIDENT | Title |
| Phone | 4142916010 | Phone |
| Date Signed | 2013-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARELYN J BECK CPA | Name |
| PTIN | P00474979 | PTIN |
| Phone | 2627549400 | Phone |
| Date Prepared | 2013-01-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK NIEHAUS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 N MARKET STREET NO 100 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25306868 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MSO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 319 | TotalNbrEmployees |
| Total Nbr Volunteers | 216 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11224491 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21467184 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4133611 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3581126 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 174314 | InvestmentIncomePriorYear |
| Investment Income Current Year | 118581 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 39294 | OtherRevenuePriorYear |
| Other Revenue Current Year | 38176 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15571710 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25205067 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11304391 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12203104 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 64691 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 56162 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 916145 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5297467 | OtherExpensePriorYear |
| Other Expenses Current Year | 5107786 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16666549 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17371552 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1094839 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7833515 | RevenuesLessExpensesCY |
| Total Assets BOY | 30562123 | TotalAssetsBOY |
| Total Assets EOY | 24302061 | TotalAssetsEOY |
| Total Liabilities BOY | 18460299 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12012744 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12101824 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12289317 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14482436 | Expense |
| Grants | 4500 | Grants |
| Revenue | 3628458 | Revenue |
| Description | RANKED AMONG THE TOP ORCHESTRAS IN THE COUNTRY, THE MSO IS THE LARGEST CULTURAL INSTITUTION IN WISCONSIN. SINCE ITS INCEPTION, THE ORCHESTRA HAS RECEIVED CRITICAL ACCLAIM FOR ARTISTIC EXCELLENCE. THE ORCHESTRA'S 83 FULL-TIME PROFESSIONAL MUSICIANS PERFORM MORE THAN 140 CLASSICAL, POPS, EDUCATION AND COMMUNITY CONCERTS SERVING NEARLY 200,000 ANNUALLY. THE MSO MADE ITS TWELFTH APPEARANCE AT CARNEGIE AS PART OF THE SPRING FOR MUSIC FESTIVAL DURING THE 2011-2012 SEASON. SELECTED FOR ARTISTIC EXCELLENCE AND INNOVATIVE PROGRAMMING, THE ORCHESTRA UNDER THE DIRECTION OF EDO DE WAART WAS ONE OF JUST SIX IN THE NATION SELECTED TO APPEAR IN THE PRESTIGIOUS NEW YORK CITY VENUE. A CORNERSTONE ORGANIZATION IN MILWAUKEE'S ARTS COMMUNITY, THE MSO PROVIDES ENRICHMENT AND EDUCATION ACTIVITIES FOR AUDIENCES OF EVERY AGE, ECONOMIC STATUS AND BACKGROUND. FOR TWENTY-TWO YEARS, THE MSO'S NATIONALLY ACCLAIMED ARTS IN COMMUNITY EDUCATION (ACE) PROGRAM HAS ENHANCED OVER 7,500 STUDENTS' EDUCATION THROUGH THE INTEGRATION OF MUSIC, DANCE, DRAMA AND ART INTO THE SCHOOL CURRICULUM. | Description |
| Total Program Service Expense | 14482436 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 319 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE KIEKHOFER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4142916010 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 N MARKET ST STE 100 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS HAGERMAN | ||||||||
| CHAIRMAN | 12.00 | X | X | 0 | 0 | 0 | ||
| ERIC HOBBS | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| PATRICE BRINGE | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| ALYCE KATAYAMA | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| BRUCE R LANING | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| MARYELLEN GLEASON | ||||||||
| PRESIDENT & CEO | 40.00 | X | X | 212922 | 0 | 12051 | ||
| FRANK ALMOND | ||||||||
| DIRECTOR | 40.00 | X | 134610 | 0 | 27541 | |||
| MARY BAKER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARCIA PARKER BROOKS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EDWARD G DURANT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALEXANDER P FRASER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL L GONZALEZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARTA HAAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KAREN C HUNG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARSHA KINDALL-SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEBBIE KRAMER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN L KURTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAUL LAVENDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARK NIEHAUS | ||||||||
| DIRECTOR | 40.00 | X | 81992 | 0 | 23852 | |||
| ANDREW N NUNEMAKER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD D PAULS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANGELA PINTAR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN C RAGATZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BART F REUTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MONICA SCHICK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| R NICHOLAS SCHMIDT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL J SCHMITZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAY E SCHWISTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN B SIBSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GREGORY A SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAQUELINE F STRAYER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID C SWANSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JENIFER TATE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LINDA M TOJEK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HARUKI TOYAMA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DON TYLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT L WEBSTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HERB ZIEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EDO DE WAART | ||||||||
| MUSIC DIRECTOR | 40.00 | 441125 | 0 | 0 | X | |||
| SUSAN LORIS | ||||||||
| VICE PRESIDENT | 40.00 | 106668 | 0 | 7210 | X | |||
| MICHAEL WAMSER | ||||||||
| VICE PRESIDENT | 40.00 | 100489 | 0 | 4320 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1077806 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74974 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 2320593 | FederatedCampaigns |
| Fundraising Events | 67755 | FundraisingEvents |
| Related Organizations | 7824810 | RelatedOrganizations |
| Government Grants | 100055 | GovernmentGrants |
| All Other Contributions | 11153971 | AllOtherContributions |
| Noncash Contributions | 153115 | NoncashContributions |
| Total Contributions | 21467184 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711190 | 3115079 | 3115079 |
| FEE FOR SERVICE | 711190 | 466047 | 466047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3581126 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118581 | TotalRevenueColumn |
| Exclusion | $118,581 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1207 | TotalRevenueColumn |
| Exclusion | $1,207 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 91438 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 67755 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 101801 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10363 | TotalRevenueColumn |
| Exclusion | -$10,363 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 47332 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47332 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 47332 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25205067 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3628458 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $109,425 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4500 | Total |
| Program Services | 4500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510722 | Total |
| Program Services | 510722 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7634123 | Total |
| Program Services | 6590008 | ProgramServices |
| Management And General | 550213 | ManagementAndGeneral |
| Fundraising | 493902 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1301045 | Total |
| Program Services | 1173142 | ProgramServices |
| Management And General | 127903 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1875077 | Total |
| Program Services | 1700522 | ProgramServices |
| Management And General | 82292 | ManagementAndGeneral |
| Fundraising | 92263 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 882137 | Total |
| Program Services | 769416 | ProgramServices |
| Management And General | 57324 | ManagementAndGeneral |
| Fundraising | 55397 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56162 | Total |
| Fundraising | 56162 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245979 | Total |
| Program Services | 93826 | ProgramServices |
| Management And General | 110548 | ManagementAndGeneral |
| Fundraising | 41605 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769499 | Total |
| Program Services | 752591 | ProgramServices |
| Management And General | 16908 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338863 | Total |
| Program Services | 22311 | ProgramServices |
| Management And General | 260455 | ManagementAndGeneral |
| Fundraising | 56097 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240476 | Total |
| Program Services | 11820 | ProgramServices |
| Management And General | 228656 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46076 | Total |
| Program Services | 14125 | ProgramServices |
| Management And General | 31438 | ManagementAndGeneral |
| Fundraising | 513 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43457 | Total |
| Program Services | 9533 | ProgramServices |
| Management And General | 25221 | ManagementAndGeneral |
| Fundraising | 8703 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160908 | Total |
| Management And General | 160908 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201805 | Total |
| Management And General | 201805 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29307 | Total |
| Management And General | 29307 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRODUCTION COSTS | 1681180 | 1675074 | 6106 | |
| ARTISTIC COSTS | 743247 | 743174 | 73 | |
| SALES DEVELOPMENT | 324573 | 259406 | 30311 | 34856 |
| MISCELLANEOUS | 249592 | 119442 | 53576 | 76574 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32824 | Total |
| Program Services | 32824 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17371552 | Total |
| Program Services | 14482436 | ProgramServices |
| Management And General | 1972971 | ManagementAndGeneral |
| Fundraising | 916145 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1126330 | BOY |
| EOY | 2363828 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4073033 | BOY |
| EOY | 3052556 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262869 | BOY |
| EOY | 238345 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442952 | BOY |
| EOY | 341130 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2575166 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2379005 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316551 | BOY |
| EOY | 196161 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24340388 | BOY |
| EOY | 18110041 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30562123 | BOY |
| EOY | 24302061 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744809 | BOY |
| EOY | 704753 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1920249 | BOY |
| EOY | 1880558 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7948830 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2468829 | BOY |
| EOY | 2472252 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5377582 | BOY |
| EOY | 6955181 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18460299 | BOY |
| EOY | 12012744 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -15081249 | BOY |
| EOY | -10086534 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2842685 | BOY |
| EOY | 4265810 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24340388 | BOY |
| EOY | 18110041 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12101824 | BOY |
| EOY | 12289317 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30562123 | BOY |
| EOY | 24302061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7833515 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7646022 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11445232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9502145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11512198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11224491 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21467184 | CurrentTaxYear |
| Total | 65151250 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11445232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9502145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11512198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11224491 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21467184 | CurrentTaxYear |
| Total | 65151250 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 12698035 | AmountsSubstContributorsTotal |
| Public Support Total170 | 52453215 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 178238 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 174314 | CurrentTaxYearMinus1Year |
| Current Tax Year | 119788 | CurrentTaxYear |
| Total | 472525 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5046063 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4663714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4156120 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4169478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3634398 | CurrentTaxYear |
| Total | 21669773 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 87293548 | TotalSupport |
| Public Support Pertcentage170 | 0.60090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71890 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION B, LINE 10 - OTHER INCOME: 2007 2008 2009 2010 2011 PERFORMANCE REVENUE 3,980,826 3,600,040 3,547,022 3,502,792 3,115,079 FEE FOR SERVICE 723,406 725,149 609,098 630,819 471,987 OTHER INCOME 341,831 338,525 35,867 47,332 TOTAL 5,046,063 4,663,714 4,156,120 4,169,478 3,634,398 | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 770 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 770 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14481666 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14482436 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 874122 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218531 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 854520 | CurrentYearMinus2 |
| Current Year Minus1 | 946696 | CurrentYearMinus1 |
| Current Year | 874122 | CurrentYear |
| Total | 3675338 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,513,007 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1157 | CurrentYearMinus3 |
| Current Year Minus2 | 807 | CurrentYearMinus2 |
| Current Year Minus1 | 809 | CurrentYearMinus1 |
| Current Year | 770 | CurrentYear |
| Total | 3543 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 213630 | CurrentYearMinus2 |
| Current Year Minus1 | 236674 | CurrentYearMinus1 |
| Current Year | 218531 | CurrentYear |
| Total | 918835 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,378,253 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1157 | CurrentYearMinus3 |
| Current Year Minus2 | 807 | CurrentYearMinus2 |
| Current Year Minus1 | 809 | CurrentYearMinus1 |
| Current Year | 770 | CurrentYear |
| Total | 3543 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24340388 | BeginningOfYearBalance |
| Contributions | 172461 | Contributions |
| Investment Earnings Or Losses | 1510396 | InvestmentEarningsOrLosses |
| Other Expenditures | 7824810 | OtherExpenditures |
| Administrative Expenses | 88394 | AdministrativeExpenses |
| End Of Year Balance | 18110041 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23381311 | BeginningOfYearBalance |
| Contributions | 153811 | Contributions |
| Investment Earnings Or Losses | 2388061 | InvestmentEarningsOrLosses |
| Other Expenditures | 1506490 | OtherExpenditures |
| Administrative Expenses | 76305 | AdministrativeExpenses |
| End Of Year Balance | 24340388 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23340764 | BeginningOfYearBalance |
| Contributions | 1176060 | Contributions |
| Investment Earnings Or Losses | 1613367 | InvestmentEarningsOrLosses |
| Other Expenditures | 2671471 | OtherExpenditures |
| Administrative Expenses | 77409 | AdministrativeExpenses |
| End Of Year Balance | 23381311 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27839713 | BeginningOfYearBalance |
| Contributions | 409068 | Contributions |
| Investment Earnings Or Losses | -2992164 | InvestmentEarningsOrLosses |
| Other Expenditures | 1818468 | OtherExpenditures |
| Administrative Expenses | 97385 | AdministrativeExpenses |
| End Of Year Balance | 23340764 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63190 | OtherCostOrOtherBasis |
| Depreciation | 24529 | Depreciation |
| Book Value | 38661 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2511976 | OtherCostOrOtherBasis |
| Depreciation | 2354476 | Depreciation |
| Book Value | 157500 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 196161 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST HELD IN TRUSTS | Description |
| Book Value | 18110041 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 18110041 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY FOR PENSION BENEFITS | Description |
| Amount | $6,955,181 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6955181 | TotalOfAmounts |
| Total Revenue | 25205067 | TotalRevenue |
| Total Expenses | 17371552 | TotalExpenses |
| Excess Or Deficit For Year | 7833515 | ExcessOrDeficitForYear |
| Other | -$7,646,022 | OtherAmount |
| Total Adjustments | -7646022 | TotalAdjustments |
| Excess Or Deficit Per FS | 187493 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25332056 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 63338 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -38150 | OtherRevenues |
| Revenue Not Rptd F990 | 25188 | RevenueNotRptdF990 |
| Revenue Subtotal | 25306868 | RevenueSubtotal |
| Other Revenues Not Included | -101801 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -101801 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25205067 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17498539 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 63338 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 63338 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17435201 | ExpensesSubtotal |
| Other Expenses Not Included | -63649 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -63649 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17371552 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE OPERATING SUPPORT TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED DURING 2012 OR 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | DECREASE IN BENEFICIAL INTEREST IN FUNDS HELD AT PERPETUAL TRUSTS -6,230,347. PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS -1,415,675. TOTAL TO SCHEDULE D, PART XI, LINE 8: -7,646,022. | |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: DECREASE IN THE BENEFICIAL INTEREST IN FUNDS HELD AT PERPETUAL TRUSTS -6,265,838 PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS -1,415,675 TOTAL ADJUSTMENTS -7,681,513 PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -32,824 DONOR STOCK SALE EXPENSE -5,328 RECONCILING ADJUSTMENT 2 TOTAL -38,150 PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -101,801 PART XIII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -101,801 BAD DEBT EXPENSE 32,824 DONOR STOCK SALE EXPENSE 5,328 TOTAL -63,649 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTS MARKETING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8000 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDRAISING | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 84647 | GrossReceipts |
| Amount Retained By Contractor | 56118 | AmountRetainedByContractor |
| Net To Organization | 28529 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 84647 | TotalGrossReceipts |
| Total Retained By Contractors | 56118 | TotalRetainedByContractors |
| Total Net To Organization | 28529 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FEINSTEIN EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 71090 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 55390 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15700 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 8360 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 35000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 5225 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GRAPE EXPECTATIONS | NameOfEvent2 |
| Gross Receipts Event2 | 40833 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8665 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32168 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 7447 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 400 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 4120 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 47270 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 3700 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 43570 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 24039 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1000 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 4820 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 159193 | GrossReceiptsTotal |
| Charitable Contributions Total | 67755 | CharitableContributionsTotal |
| Gross Revenue Total Events | 91438 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 39846 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 36400 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 14165 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90411 | DirectExpenseSummaryEvents |
| Net Income Summary | 1027 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARYELLEN GLEASON | |||||||||||||
| 212922 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12051 | 212922 | 12051 | 0 | 0 |
| FRANK ALMOND | |||||||||||||
| 134610 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27541 | 134610 | 27541 | 0 | 0 |
| EDO DE WAART | |||||||||||||
| 441125 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 441125 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED SOLURI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | INSTRUMENT LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $10,000 | OriginalPrincipalAmount |
| Balance Due | 545 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 545 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR (B LANING) | Relationship |
| Amount Of Transaction | 31535 | AmountOfTransaction |
| Description Of Transaction | MR. LANING IS THE MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER AT BAKER TILLY INVESTMENT ADVISORS. THE ORGANIZATION PAID BAKER TILLY $31,535 FOR HIRING CONSULTING EXPENSES. THIS TRANSACTION WAS NOT RELATED TO PORTFOLIO MANAGEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FURNITURE | Description |
| Noncash Contribs Rptd F990 | 8400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | PART I, LINE 32B: | THE ORGANIZATION USES THE SERVICES OF INVESTMENT BROKERS TO SELL SECURITIES DONATED. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE DONATED SECURITIES ARE ALL SOLD AT YEAR-END AND INCLUDED AS CASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO EMPLOYEES ARE ALSO BOARD DIRECTORS. | |
| 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 5: | DECREASE IN BENEFICIAL INTEREST IN FUNDS HELD AT PERPETUAL TRUSTS -6,230,347. PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS -1,415,675. TOTAL TO FORM 990, PART XI, LINE 5: -7,646,022. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST | ||
| C | 7198842 | FMV |
| MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST | ||
| C | 625968 | FMV |
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