MILWAUKEE SYMPHONY ORCHESTRA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE SYMPHONY ORCHESTRA INC (EIN 39-6023436)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-03-15
- IRS object ID
- 201220799349300672
- Schema version
- 2010v3.4
- 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 | 2012-03-15T15:07:21-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-09-01 | 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 | MARYELLEN GLEASON | Name |
| Title | PRESIDENT | Title |
| Phone | 4142916010 | Phone |
| Date Signed | 2012-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARELYN J BECK CPA | Name |
| Phone | 2627549400 | Phone |
| Date Prepared | 2012-03-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | MARYELLEN GLEASON | 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 | 15663399 | 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 | ENGAGING IN ACTIVITIES TO PRESENT PERFORMANCES THAT FURTHER CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 301 | TotalNbrEmployees |
| Total Nbr Volunteers | 157 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11528344 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11224491 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4156120 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4133611 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 178238 | InvestmentIncomePriorYear |
| Investment Income Current Year | 174314 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -130870 | OtherRevenuePriorYear |
| Other Revenue Current Year | 39294 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15731832 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15571710 | 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 | 11578616 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11304391 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 113493 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 64691 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 711571 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5720623 | OtherExpensePriorYear |
| Other Expenses Current Year | 5297467 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17412732 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16666549 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1680900 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1094839 | RevenuesLessExpensesCY |
| Total Assets BOY | 29201390 | TotalAssetsBOY |
| Total Assets EOY | 30562123 | TotalAssetsEOY |
| Total Liabilities BOY | 17522235 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18460299 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11679155 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12101824 | NetAssetsOrFundBalancesEOY |
| Mission Description | ENGAGING IN ACTIVITIES TO PRESENT PERFORMANCES THAT FURTHER CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13742066 | Expense |
| Revenue | 4169478 | Revenue |
| Description | ENGAGING IN ACTIVITIES TO PRESENT PERFORMANCES THAT FURTHER CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. | Description |
| Total Program Service Expense | 13742066 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 0 | 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 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 301 | 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 | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | 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 | MIKE WAMSER | 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 STREET SUITE 100 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 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 | 5.00 | X | X | 0 | 0 | 0 | ||
| CHRISTOPHER ABELE | ||||||||
| PAST CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| ERIC HOBBS | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| PATRICE BRINGE | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| ALYCE KATAYAMA | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| MARYELLEN GLEASON | ||||||||
| PRESIDENT & CEO | 40.00 | X | X | 0 | 0 | 0 | ||
| MARY BAKER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL FELS BRISELLI | ||||||||
| 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 | |||
| DEREK GILLIAM | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARTA HAAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MEGAN WELLS HOLBROOK | ||||||||
| 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 | |||
| BRUCE R LANING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAUL LAVENDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARC J MAROTTA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARK NIEHAUS | ||||||||
| DIRECTOR | 40.00 | X | 76926 | 0 | 25727 | |||
| 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 | |||
| MARK SABLJAK | ||||||||
| 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 | |||
| GREGORY A SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN M SMITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAQUELINE F STRAYER | ||||||||
| 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 | |||
| LARRY WATERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT L WEBSTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EDO DE WAART | ||||||||
| MUSIC DIRECTOR | 40.00 | 464308 | 0 | 0 | X | |||
| FRANK ALMOND | ||||||||
| PRINCIPAL VIOLIN | 40.00 | 100772 | 0 | 29288 | X | |||
| LARRY TUCKER | ||||||||
| VICE PRESIDENT | 40.00 | 108547 | 0 | 18406 | X | |||
| SUSAN LORIS | ||||||||
| VICE PRESIDENT | 40.00 | 0 | 0 | 0 | X | |||
| PAT MCGINN | ||||||||
| LIBRARIAN | 40.00 | 103885 | 0 | 1803 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 854438 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75224 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 | 2540287 | FederatedCampaigns |
| Fundraising Events | 91873 | FundraisingEvents |
| Related Organizations | 1506490 | RelatedOrganizations |
| Government Grants | 66857 | GovernmentGrants |
| All Other Contributions | 7018984 | AllOtherContributions |
| Noncash Contributions | 39884 | NoncashContributions |
| Total Contributions | 11224491 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE REVENUE | 711190 | 3502792 | 3502792 |
| FEE FOR SERVICE | 711190 | 630819 | 630819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4133611 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174314 | TotalRevenueColumn |
| Exclusion | $174,314 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 95116 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 91873 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 91689 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3427 | TotalRevenueColumn |
| Exclusion | $3,427 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 35867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35867 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 35867 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15571710 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4169478 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $177,741 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929662 | Total |
| Program Services | 929662 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6685912 | Total |
| Program Services | 5869812 | ProgramServices |
| Management And General | 444633 | ManagementAndGeneral |
| Fundraising | 371467 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1192028 | Total |
| Program Services | 1072953 | ProgramServices |
| Management And General | 119075 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1672865 | Total |
| Program Services | 1510631 | ProgramServices |
| Management And General | 114467 | ManagementAndGeneral |
| Fundraising | 47767 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823924 | Total |
| Program Services | 725363 | ProgramServices |
| Management And General | 56560 | ManagementAndGeneral |
| Fundraising | 42001 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4800 | Total |
| Management And General | 4800 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21000 | Total |
| Management And General | 21000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64691 | Total |
| Fundraising | 64691 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223219 | Total |
| Program Services | 71588 | ProgramServices |
| Management And General | 115810 | ManagementAndGeneral |
| Fundraising | 35821 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703962 | Total |
| Program Services | 682760 | ProgramServices |
| Management And General | 21202 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295451 | Total |
| Program Services | 24903 | ProgramServices |
| Management And General | 210107 | ManagementAndGeneral |
| Fundraising | 60441 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350848 | Total |
| Program Services | 11820 | ProgramServices |
| Management And General | 339028 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31703 | Total |
| Program Services | 5414 | ProgramServices |
| Management And General | 26198 | ManagementAndGeneral |
| Fundraising | 91 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27782 | Total |
| Program Services | 3639 | ProgramServices |
| Management And General | 17169 | ManagementAndGeneral |
| Fundraising | 6974 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216978 | Total |
| Management And General | 216978 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363669 | Total |
| Management And General | 363669 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18449 | Total |
| Management And General | 18449 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ARTISTIC COSTS | 1235360 | 1234360 | 1000 | |
| PRODUCTION COSTS | 1205171 | 1205171 | ||
| MISCELLANEOUS | 301226 | 129126 | 93888 | 78212 |
| SALES DEVELOPMENT | 257502 | 224517 | 28879 | 4106 |
| BAD DEBT EXPENSE | 40347 | 40347 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16666549 | Total |
| Program Services | 13742066 | ProgramServices |
| Management And General | 2212912 | ManagementAndGeneral |
| Fundraising | 711571 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11453 | BOY |
| EOY | 1126330 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4337602 | BOY |
| EOY | 4073033 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305336 | BOY |
| EOY | 262869 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531084 | BOY |
| EOY | 442952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2842628 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2526077 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634604 | BOY |
| EOY | 316551 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23381311 | BOY |
| EOY | 24340388 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29201390 | BOY |
| EOY | 30562123 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610637 | BOY |
| EOY | 744809 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2164599 | BOY |
| EOY | 1920249 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6555547 | BOY |
| EOY | 7948830 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2432493 | BOY |
| EOY | 2468829 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5758959 | BOY |
| EOY | 5377582 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17522235 | BOY |
| EOY | 18460299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -15677714 | BOY |
| EOY | -15081249 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3975558 | BOY |
| EOY | 2842685 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23381311 | BOY |
| EOY | 24340388 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11679155 | BOY |
| EOY | 12101824 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29201390 | BOY |
| EOY | 30562123 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1094839 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1517507 | 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 | 14945864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11445232 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9502145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11512198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11224491 | CurrentTaxYear |
| Total | 58629930 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14945864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11445232 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9502145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11512198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11224491 | CurrentTaxYear |
| Total | 58629930 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 58629930 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1248 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 178238 | CurrentTaxYearMinus1Year |
| Current Tax Year | 174314 | CurrentTaxYear |
| Total | 353985 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4574087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5046063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4663714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4156120 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4169478 | CurrentTaxYear |
| Total | 22609462 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 81593377 | TotalSupport |
| Public Support Pertcentage170 | 0.71860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72500 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION B, LINE 10 - OTHER INCOME: 2006 2007 2008 2009 2010 PERFORMANCE REVENUE 4,249,997 3,980,826 3,600,040 3,547,022 3,502,792 FEE FOR SERVICE 723,406 725,149 609,098 630,819 ENDOWMENT FUNDRAISER REIMBURSEMENT 307,470 OTHER INCOME 16,620 341,831 338,525 35,867 TOTAL 4,574,087 5,046,063 4,663,714 4,156,120 4,169,478 | 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 | 809 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 809 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13741257 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13742066 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 837103 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 209276 | 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 | 986637 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 854520 | CurrentYearMinus1 |
| Current Year | 837103 | CurrentYear |
| Total | 3678260 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,517,390 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 2832 | CurrentYearMinus3 |
| Current Year Minus2 | 1157 | CurrentYearMinus2 |
| Current Year Minus1 | 807 | CurrentYearMinus1 |
| Current Year | 809 | CurrentYear |
| Total | 5605 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 246659 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 213630 | CurrentYearMinus1 |
| Current Year | 209276 | CurrentYear |
| Total | 919565 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,379,348 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 752 | CurrentYearMinus3 |
| Current Year Minus2 | 1157 | CurrentYearMinus2 |
| Current Year Minus1 | 807 | CurrentYearMinus1 |
| Current Year | 809 | CurrentYear |
| Total | 3525 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 154645 | OtherCostOrOtherBasis |
| Depreciation | 150345 | Depreciation |
| Book Value | 4300 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2687983 | OtherCostOrOtherBasis |
| Depreciation | 2375732 | Depreciation |
| Book Value | 312251 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 316551 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST HELD IN TRUSTS | Description |
| Book Value | 24340388 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 24340388 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY FOR PENSION BENEFITS | Description |
| Amount | $5,377,582 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5377582 | TotalOfAmounts |
| Total Revenue | 15571710 | TotalRevenue |
| Total Expenses | 16666549 | TotalExpenses |
| Excess Or Deficit For Year | -1094839 | ExcessOrDeficitForYear |
| Other | $1,517,507 | OtherAmount |
| Total Adjustments | 1517507 | TotalAdjustments |
| Excess Or Deficit Per FS | 422668 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15663439 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 41088 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -41048 | OtherRevenues |
| Revenue Not Rptd F990 | 40 | RevenueNotRptdF990 |
| Revenue Subtotal | 15663399 | RevenueSubtotal |
| Other Revenues Not Included | -91689 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -91689 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15571710 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16758279 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 41088 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 41088 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16717191 | ExpensesSubtotal |
| Other Expenses Not Included | -50642 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -50642 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16666549 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 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 2011 OR 2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN THE BENEFICIAL INTEREST IN FUNDS HELD AT PERPETUAL TRUSTS 959,077 PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS 558,430 TOTAL ADJUSTMENTS 1,517,507 PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -40,347 DONOR STOCK SALE EXPENSE -700 RECONCILING ADJUSTMENT -1 TOTAL -41,048 PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -91,689 PART XIII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -91,689 BAD DEBT EXPENSE 40,347 DONOR STOCK SALE EXPENSE 700 TOTAL -50,642 |
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 | 112568 | GrossReceipts |
| Amount Retained By Contractor | 56174 | AmountRetainedByContractor |
| Net To Organization | 56394 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 112568 | TotalGrossReceipts |
| Total Retained By Contractors | 56174 | TotalRetainedByContractors |
| Total Net To Organization | 56394 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STYLE IN THE CITY | NameOfEvent1 |
| Gross Receipts Event1 | 65762 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 33215 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32547 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 20611 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5547 | OtherDirectExpensesEvent1 |
| Name Of Event2 | @HOME WITH MSO | NameOfEvent2 |
| Gross Receipts Event2 | 53250 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 45400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7850 | GrossRevenueEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 67977 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 13258 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 54719 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 8316 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 26421 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 10794 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 186989 | GrossReceiptsTotal |
| Charitable Contributions Total | 91873 | CharitableContributionsTotal |
| Gross Revenue Total Events | 95116 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 28316 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 47032 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 16341 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 91689 | DirectExpenseSummaryEvents |
| Net Income Summary | 3427 | 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 | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EDO DE WAART | NamePerson |
| Base Compensation Filing Org | 464308 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 464308 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TED SOLURI | NamePerson |
| Purpose Of Loan | INSTRUMENT LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $10,000 | OriginalPrincipalAmount |
| Balance Due | 3183 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 3183 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | 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 | MISC ITEMS | Description |
| Noncash Contribs Rptd F990 | 39884 | 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 IMMEDIATELY AND INCLUDED AS CASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 FINANCE COMMITTEE PRIOR TO FILING. | |
| 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 12C | |
| THE EXECUTIVE DIRECTOR AND EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY AND COMPARED WITH BENCH-MARKING DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | INCREASE IN BENEFICIAL INTEREST IN FUNDS HELD AT PERPETUAL TRUSTS 959,077. PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS 558,430. OTHER ADJUSTMENT TOTAL TO FORM 990, PART XI, LINE 5: 1,517,507. | FORM 990, PART XI, LINE 5: |
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 | 1 | 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 (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST | ||
| C | 858733 | FMV |
| MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST | ||
| C | 647757 | FMV |
| MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST | ||
| D | 7948830 | LOC RECOGNITION |
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