MADISON SYMPHONY ORCHESTRA INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MADISON SYMPHONY ORCHESTRA INC (EIN 39-0839707)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-01-16
IRS object ID: 201340169349300819
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 D
Schedule G
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-01-16T14:03:11-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	390857178	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH & GESTELAND LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1764	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53701	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	390839707	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MADISON SYMPHONY ORCHESTRA INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MADI	NameControl
Phone	6082573734	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	222 WEST WASHINGTON AVE - SUITE 460	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	537032719	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RICHARD MACKIE	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	6082573734	Phone
Date Signed	2013-01-16	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KEITH H BAUMGARTNER	Name
PTIN	P00187845	PTIN
Phone	6088367500	Phone

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	RICHARD MACKIE	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	222 WEST WASHINGTON AVE - SUITE 460	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	537032719	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	3811219	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.MADISONSYMPHONY.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1925	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	44	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	44	NbrIndependentVotingMembers
Total Nbr Employees	189	TotalNbrEmployees
Total Nbr Volunteers	150	TotalNbrVolunteers
Total Gross UBI	45938	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	1958739	ContributionsGrantsPriorYear
Contributions Grants Current Year	1834901	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1831957	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1786664	ProgramServiceRevenueCY
Investment Income Prior Year	7336	InvestmentIncomePriorYear
Investment Income Current Year	10218	InvestmentIncomeCurrentYear
Other Revenue Prior Year	100915	OtherRevenuePriorYear
Other Revenue Current Year	106939	OtherRevenueCurrentYear
Total Revenue Prior Year	3898947	TotalRevenuePriorYear
Total Revenue Current Year	3738722	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2159386	SalariesEtcPriorYear
Salaries Etc Current Year	2165850	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	261978	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1605093	OtherExpensePriorYear
Other Expenses Current Year	1699010	OtherExpensesCurrentYear
Total Expenses Prior Year	3764479	TotalExpensesPriorYear
Total Expenses Current Year	3864860	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	134468	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-126138	RevenuesLessExpensesCY
Total Assets BOY	4704513	TotalAssetsBOY
Total Assets EOY	4582738	TotalAssetsEOY
Total Liabilities BOY	1091706	TotalLiabilitiesBOY
Total Liabilities EOY	1096069	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	3612807	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3486669	NetAssetsOrFundBalancesEOY
Mission Description	TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	3164123	Expense
Revenue	1802600	Revenue
Description	SUBSCRIPTION CONCERTS - PERFORMANCES IN ORDER TO PROMOTE MUSICAL EXCELLENCE IN THE COMMUNITY.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	69930	Expense
Description	EDUCATIONAL CONCERTS PROVIDED FOR THE COMMUNITY.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	3234053	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	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	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	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	0	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	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	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	1	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	209	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	189	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
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
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	44	NbrVotingGoverningBodyMembers
Number Independent Voting Members	44	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	0	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	RICHARD MACKIE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6082573734	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	222 WEST WASHINGTON AVENUE 460	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53703	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (66 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee
RICHARD A MORGAN
DIRECTOR	2.00	X	0	0	0
DIANE BALLWEG
DIRECTOR	2.00	X	0	0	0
MARIAN BOLZ
DIRECTOR	2.00	X	0	0	0
GINA GIALAMAS
DIRECTOR	2.00	X	0	0	0
TERRY HALLER
DIRECTOR	2.00	X	0	0	0
ROBERT HOROWITZ
DIRECTOR	2.00	X	0	0	0
VALERIE KAZAMIAS
DIRECTOR	2.00	X	0	0	0
DOUG REUHL
DIRECTOR	2.00	X	0	0	0
CARLA ALVARADO
DIRECTOR	2.00	X	0	0	0
FREDERIC E MOHS
DIRECTOR	2.00	X	0	0	0
CAROLYN WHITE
DIRECTOR	2.00	X	0	0	0
TIMOTHY KAMPS
DIRECTOR	2.00	X	0	0	0
STEPHEN MORTON
DIRECTOR	2.00	X	0	0	0
WILLIAM A SCHULTZ
DIRECTOR	2.00	X	0	0	0
JEFFREY TICKNOR
TREASURER	4.00	X	0	0	0	X
CLAYTON FRINK
DIRECTOR	2.00	X	0	0	0
JOHN WILEY
DIRECTOR	2.00	X	0	0	0
ROBERT DINNDORF
VICE PRESIDENT	4.00	X	0	0	0	X
NICHOLAS MISCHLER
PRESIDENT	4.00	X	0	0	0	X
MICHAEL PRITZKOW
DIRECTOR	2.00	X	0	0	0
VELMA RITCHERSON
DIRECTOR	2.00	X	0	0	0
BARBARA SWAN
DIRECTOR	2.00	X	0	0	0
MONA ADAMS WINSTON
DIRECTOR	2.00	X	0	0	0
AUDREY DYBDAHL
SECRETARY	4.00	X	0	0	0	X
IRVING SHAIN
DIRECTOR	2.00	X	0	0	0
EMY ANDREW
DIRECTOR	2.00	X	0	0	0
HELEN BAKKE
DIRECTOR	2.00	X	0	0	0
BETTSEY BARHORST
DIRECTOR	2.00	X	0	0	0
DETTE BEILFUSS-EAGER
DIRECTOR	2.00	X	0	0	0
MARTHA CASEY
DIRECTOR	2.00	X	0	0	0
KRISTINE EUCLIDE
DIRECTOR	2.00	X	0	0	0
PERRY HENDERSON
VICE PRESIDENT	4.00	X	0	0	0	X
STANLEY INHORN
DIRECTOR	2.00	X	0	0	0
ANN LINDSEY
DIRECTOR	2.00	X	0	0	0
JOHN PETERSON
DIRECTOR	2.00	X	0	0	0
EDWIN SHELDON
DIRECTOR	2.00	X	0	0	0
SHARON STARK
DIRECTOR	2.00	X	0	0	0
ANDERS YOCOM
DIRECTOR	2.00	X	0	0	0
ELLIOTT ABRAMSON
DIRECTOR	2.00	X	0	0	0
LARRY MIDTBO
DIRECTOR	2.00	X	0	0	0
JOANN SIX PLESKO
DIRECTOR	2.00	X	0	0	0
LYNN STATHAS
DIRECTOR	2.00	X	0	0	0
JOHN ZIMDARS
DIRECTOR	2.00	X	0	0	0
SONJA MICKSCH
DIRECTOR	2.00	X	0	0	0
JONATHAN FRITZ
DIRECTOR	2.00	X	0	0	0
CAROLYN KAU
DIRECTOR	2.00	X	0	0	0
ELAINE MISCHLER
DIRECTOR	2.00	X	0	0	0
FRED ROBERTSON
DIRECTOR	2.00	X	0	0	0
STEPHEN ZANONI
DIRECTOR	2.00	X	0	0	0
TOM BOLGER
DIRECTOR	2.00	X	0	0	0
GRETCHEN CLEVELAND
DIRECTOR	2.00	X	0	0	0
JEFFREY COX
DIRECTOR	2.00	X	0	0	0
JAMES EBBEN
DIRECTOR	2.00	X	0	0	0
MARK T EHRMANN
DIRECTOR	2.00	X	0	0	0
RICHARD LATTA
DIRECTOR	2.00	X	0	0	0
MARY LANG SOLLINGER
DIRECTOR	2.00	X	0	0	0
RICHARD TATMAN
DIRECTOR	2.00	X	0	0	0
DAVID VILLA
DIRECTOR	2.00	X	0	0	0
THOMAS ZILAVY
DIRECTOR	2.00	X	0	0	0
REGINA MILLNER
DIRECTOR	2.00	X	0	0	0
VICKI NONN
DIRECTOR	2.00	X	0	0	0
GWENDOLYN MILLER SEAL
DIRECTOR	2.00	X	0	0	0
JOHN STEVENS
DIRECTOR	2.00	X	0	0	0
JUDITH TOPITZES
DIRECTOR	2.00	X	0	0	0
RICHARD MACKIE
EXEC. DIRECTOR	40.00		132310	0	20268	X
JOHN DEMAIN
MUSIC DIRECTOR	40.00		187940	0	11259		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	320250	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	31527	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	58240	FundraisingEvents
Government Grants	41100	GovernmentGrants
All Other Contributions	1735561	AllOtherContributions
Total Contributions	1834901	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TICKET SALES	711130	1573148	1573148
HIRED CONCERT INCOME	711130	213516	213516

Field	Value	IRS element (for citing)
Total Program Service Revenue	1786664	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	10218	TotalRevenueColumn
Exclusion	$10,218	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	117562	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	58240	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	72497	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	45065	TotalRevenueColumn
Exclusion	$45,065	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM ADVERTISING	541800	45938	45938
MISCELLANEOUS	711130	15936		15936

Field	Value	IRS element (for citing)
Total Other Revenue	61874	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3738722	TotalRevenueColumn
Related Or Exempt Function Income	1802600	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	45938	UnrelatedBusinessRevenue
Exclusion	$55,283	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	351777	Total
Program Services	260539	ProgramServices
Management And General	52760	ManagementAndGeneral
Fundraising	38478	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1554288	Total
Program Services	1151161	ProgramServices
Management And General	233114	ManagementAndGeneral
Fundraising	170013	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	159276	Total
Program Services	117966	ProgramServices
Management And General	23888	ManagementAndGeneral
Fundraising	17422	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	100509	Total
Program Services	74441	ProgramServices
Management And General	15074	ManagementAndGeneral
Fundraising	10994	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	12320	Total
Management And General	12320	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	224487	Total
Program Services	224487	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	106050	Total
Program Services	106050	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	15806	Total
Management And General	15806	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	19011	Total
Program Services	17110	ProgramServices
Management And General	1901	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
CONCERT PRODUCTION	496029	496029
ARTISTIC PERSONNEL	272038	272038
OVERTURE SURCHARGE	145027	145027
SALES TAX	72409	72409

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	335833	Total
Program Services	296796	ProgramServices
Management And General	13966	ManagementAndGeneral
Fundraising	25071	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3864860	Total
Program Services	3234053	ProgramServices
Management And General	368829	ManagementAndGeneral
Fundraising	261978	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	483203	BOY
EOY	901137	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1911223	BOY
EOY	1455890	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	135315	BOY
EOY	98951	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	46994	BOY
EOY	18640	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	3630	BOY
EOY	1489	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	79640	BOY
EOY	72406	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	359253	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	197195	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	173716	BOY
EOY	162058	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1870792	BOY
EOY	1872167	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4704513	BOY
EOY	4582738	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	21633	BOY
EOY	48105	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1070073	BOY
EOY	1047964	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1091706	BOY
EOY	1096069	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3031639	BOY
EOY	2942389	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	566085	BOY
EOY	529197	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	15083	BOY
EOY	15083	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3612807	BOY
EOY	3486669	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4704513	BOY
EOY	4582738	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-126138	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1726445	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1861987	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1789990	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1958739	CurrentTaxYearMinus1Year
Current Tax Year	1834901	CurrentTaxYear
Total	9172062	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2146343	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2010089	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1872874	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1831957	CurrentTaxYearMinus1Year
Current Tax Year	1786664	CurrentTaxYear
Total	9647927	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	84965	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	89823	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	32719	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	43709	CurrentTaxYearMinus1Year
Current Tax Year	45065	CurrentTaxYear
Total	296281	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3957753	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3961899	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3695583	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3834405	CurrentTaxYearMinus1Year
Current Tax Year	3666630	CurrentTaxYear
Total	19116270	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	465072	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	209378	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	161905	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	201033	CurrentTaxYearMinus1Year
Current Tax Year	190946	CurrentTaxYear
Total	1228334	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	465072	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	209378	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	161905	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	201033	CurrentTaxYearMinus1Year
Current Tax Year	190946	CurrentTaxYear
Total	1228334	Total

Field	Value	IRS element (for citing)
Public Support Total509	17887936	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	53070	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22059	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8888	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7336	CurrentTaxYearMinus1Year
Current Tax Year	10218	CurrentTaxYear
Total	101571	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	53070	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22059	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8888	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7336	CurrentTaxYearMinus1Year
Current Tax Year	10218	CurrentTaxYear
Total	101571	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	84750	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	71740	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	37888	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	31984	CurrentTaxYearMinus1Year
Current Tax Year	45938	CurrentTaxYear
Total	272300	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	26920	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	12588	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14210	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	25222	CurrentTaxYearMinus1Year
Current Tax Year	15936	CurrentTaxYear
Total	94876	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4122493	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4068286	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3756569	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3898947	CurrentTaxYearMinus1Year
Current Tax Year	3738722	CurrentTaxYear
Total	19585017	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.91330	PublicSupportPercentage509
Prior Year Support Percentage	0.89500	PriorYearSupportPercentage
Investment Income Percentage	0.00520	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00800	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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 D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	1868167	AssetsInPartX

Collection Used For Other CollectionUsedForOther

Field	Value	IRS element (for citing)
Collection Used For Other Purposes	X	CollectionUsedForOtherPurposes
Description Of Other Purposes	MUSIC EDUCATION	DescriptionOfOtherPurposes

Field	Value	IRS element (for citing)
Solicited Assets For Sale	0	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	13070005	BeginningOfYearBalance
Contributions	109183	Contributions
Investment Earnings Or Losses	-307456	InvestmentEarningsOrLosses
Grants Or Scholarships	267385	GrantsOrScholarships
Administrative Expenses	60240	AdministrativeExpenses
End Of Year Balance	12544107	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	12097216	BeginningOfYearBalance
Contributions	500851	Contributions
Investment Earnings Or Losses	812310	InvestmentEarningsOrLosses
Grants Or Scholarships	277083	GrantsOrScholarships
Administrative Expenses	63289	AdministrativeExpenses
End Of Year Balance	13070005	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	12022047	BeginningOfYearBalance
Contributions	108850	Contributions
Investment Earnings Or Losses	387112	InvestmentEarningsOrLosses
Grants Or Scholarships	358234	GrantsOrScholarships
Administrative Expenses	62559	AdministrativeExpenses
End Of Year Balance	12097216	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	13845597	BeginningOfYearBalance
Contributions	249027	Contributions
Investment Earnings Or Losses	-1723254	InvestmentEarningsOrLosses
Grants Or Scholarships	286043	GrantsOrScholarships
Administrative Expenses	63280	AdministrativeExpenses
End Of Year Balance	12022047	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	22215	OtherCostOrOtherBasis
Depreciation	11107	Depreciation
Book Value	11108	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	337038	OtherCostOrOtherBasis
Depreciation	186088	Depreciation
Book Value	150950	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	162058	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
OVERTURE CENTER CONCERT ORGAN	1595130
MUSIC LIBRARY	273037
SECURITY DEPOSIT	4000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	1872167	TotalBookValueOtherAssets

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART III, LINE 4:	THE ORGANIZATION MAINTAINS A MUSIC LIBRARY OF HISTORICAL AND MODERN SYMPHONIES TO BE USED IN ITS PERFORMANCES. THE ORGANIZATION OWNS AND MAINTAINS A WORLD CLASS PIPE ORGAN TO BE USED IN ITS PERFORMANCES.
PART V, LINE 4:	PROVIDE OPERATIONAL FUNDING THROUGH INVESTMENT EARNINGS.	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	CONCERT ON THE GREEN	NameOfEvent1
Gross Receipts Event1	109811	GrossReceiptsEvent1
Charitable Contributions Event1	54540	CharitableContributionsEvent1
Gross Revenue Event1	55271	GrossRevenueEvent1
Rent Facility Costs Event1	25623	RentFacilityCostsEvent1
Food And Beverage Event1	14030	FoodAndBeverageEvent1
Entertainment Event1	19671	EntertainmentEvent1
Other Direct Expenses Event1	2680	OtherDirectExpensesEvent1
Name Of Event2	ARTS BALL AND OTHER EVENTS	NameOfEvent2
Gross Receipts Event2	65991	GrossReceiptsEvent2
Charitable Contributions Event2	3700	CharitableContributionsEvent2
Gross Revenue Event2	62291	GrossRevenueEvent2
Rent Facility Costs Event2	270	RentFacilityCostsEvent2
Food And Beverage Event2	8728	FoodAndBeverageEvent2
Entertainment Event2	945	EntertainmentEvent2
Other Direct Expenses Event2	550	OtherDirectExpensesEvent2
Gross Receipts Total	175802	GrossReceiptsTotal
Charitable Contributions Total	58240	CharitableContributionsTotal
Gross Revenue Total Events	117562	GrossRevenueTotalEvents
Rent Facility Costs Total Events	25893	RentFacilityCostsTotalEvents
Food And Beverage Total Events	22758	FoodAndBeverageTotalEvents
Entertainment Total Events	20616	EntertainmentTotalEvents
Other Direct Expenses Total Events	3230	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	72497	DirectExpenseSummaryEvents
Net Income Summary	45065	NetIncomeSummary

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
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 (2 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
RICHARD MACKIE
132310	0	0	0	0	0	0	0	20268	0	152578	0	0	0
JOHN DEMAIN
187940	0	0	0	0	0	0	0	11259	0	199199	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2	NICK AND ELAINE MISCHLER - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND GENERAL MANAGER OF THE MADISON SYMPHONY ORCHESTRA PRIOR TO FILING BUT HAS NOT BEEN PROVIDED TO THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 12C	THE POLICY IS MAILED ANNUALLY TO EVERY BOARD MEMBER.
FORM 990, PART VI, SECTION B, LINE 15	LEAGUE OF AMERICAN ORCHESTRAS COMPARABILITY DATA IS RECEIVED ANNUALLY AND USED BY THE EXECUTIVE COMMITTEE TO REVIEW AND APPROVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	POLICIES ARE AVAILABLE UPON REQUEST

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	MADISON SYMPHONY ORCHESTRA FOUNDATION INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	222 WEST WASHINGTON AVE 460	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	53703	ZIPCode

Field	Value	IRS element (for citing)
EIN	391769944	EIN
Primary Activities	SUPPORTING ORGANIZATION	PrimaryActivities
Legal Domicile State	WI	LegalDomicileState
Exempt Code Section	501(C)(3)	ExemptCodeSection
Public Charity Status	LINE 11A	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MADISON SYMPHONY ORCHESTRA INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	1	ControlledOrg

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

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	MADISON SYMPHONY ORCHESTRA FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionType
Amount Involved	417195	AmountInvolved