MILWAUKEE SYMPHONY ORCHESTRA INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MILWAUKEE SYMPHONY ORCHESTRA INC (EIN 39-6023436)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-06-06
- IRS object ID
- 201111579349300416
- Schema version
- 2009v1.7
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-06T12:37:00-07:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ritz Holman LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Kilbourn Ste 550 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532023144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | 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 | 700 North Water Street | 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 |
| Date Signed | 2011-06-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW C HOLMAN | Name |
| Phone | 4142711451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Maryellen Gleason | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N Water St Ste 700 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15961411 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| 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 | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 301 | TotalNbrEmployees |
| Total Nbr Volunteers | 1300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 9463770 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11528344 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4325189 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4156120 | ProgramServiceRevenueCY |
| Investment Income Current Year | 178238 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 395542 | OtherRevenuePriorYear |
| Other Revenue Current Year | -130870 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14184501 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15731832 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11690949 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11578616 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 84047 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 113493 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1055133 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5740799 | OtherExpensePriorYear |
| Other Expenses Current Year | 5720623 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17515795 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17412732 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3331294 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1680900 | RevenuesLessExpensesCY |
| Total Assets BOY | 29379342 | TotalAssetsBOY |
| Total Assets EOY | 29201390 | TotalAssetsEOY |
| Total Liabilities BOY | 16818294 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17522235 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12561048 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11679155 | NetAssetsOrFundBalancesEOY |
| Mission Description | Engaging in activities to present performances that further cultivate an appreciation for the art of music. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 14090458 | Expense |
| Description | Engaging in activities to present performances that further cultivate an appreciation for the art of music. | Description |
| Total Program Service Expense | 14090458 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 301 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | true | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mike Wamser | NamePerson |
| Telephone Number | 4142916010 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 North Water Street 700 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Ted Soluri | ||||||||
| Director | 40.00 | X | 60988 | 0 | 14402 | |||
| Susan Kurtz | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Steven L Laughlin | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sara Harmelink | ||||||||
| Director | 40.00 | X | 60988 | 0 | 0 | |||
| Roberta Caraway | ||||||||
| Director | 1.00 | 0 | 0 | 0 | ||||
| Robert L Webster | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert Donald Joehnk Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Richard D Pauls | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Peter Giersch | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Patrice L Bringe-Blomquist | ||||||||
| Secretary/Treas | 1.00 | X | 0 | 0 | 0 | X | ||
| Pat McGinn | ||||||||
| Principal Libraria | 0. | 100760 | 0 | 4912 | X | |||
| Nikolaus R Schmidt | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Monica Schick | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Michael L Gonzalez | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Megan Ells Holbrook | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Maryellen Gleason | ||||||||
| President | 1.00 | X | 0 | 0 | 0 | X | ||
| Mary Baker | ||||||||
| County Director | 1.00 | X | 0 | 0 | 0 | |||
| Mark Sabljak | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mark Hanson | ||||||||
| Director | 40.00 | X | 111875 | 0 | 17116 | X | ||
| Marcia Parker Brooks | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Marc J Marotta | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Lynne Dixon-Speller | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Linda M Tojek | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Larry Waters | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Larry Tucker | ||||||||
| Vice President | 40.00 | 108259 | 0 | 22880 | X | |||
| Larry Morton | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kathleen A Wilson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Judy Jorgensen | ||||||||
| Past Chairman | 1.00 | X | 0 | 0 | 0 | X | ||
| Joseph Johnson | ||||||||
| Principal Cellist | 40.00 | 95402 | 0 | 38223 | X | |||
| Jenifer Tate | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey Peelen | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jean Holmburg | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jay Schwister | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jane Cooper | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jan Wade | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jacqueline F Strayer | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Gregory A Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| George Robert Heaps | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Frank Almond | ||||||||
| Principal Violin | 40.00 | 145652 | 0 | 28911 | X | |||
| Eric E Hobbs | ||||||||
| Vice-Chairman | 1.00 | X | 0 | 0 | 0 | X | ||
| Elizabeth Kohlbeck | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Edward Durant | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Edo de Waart | ||||||||
| Music Director | 40.00 | 484923 | 0 | 0 | X | |||
| Dr Stephen C Ragatz | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Dr Michael Fels Briselli | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Douglas M Hagerman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Donald G Tyler | ||||||||
| Interim Preside | 1.00 | X | 36963 | 0 | 0 | X | ||
| Deborah kramer | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Chris Abele | ||||||||
| President & CEO | 5.00 | X | 0 | 0 | 0 | X | ||
| Bruce R Laning | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Anthony Asmuth III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Angela Pintar | ||||||||
| County Director | 1.00 | X | 0 | 0 | 0 | |||
| Andrew N Nunemarker | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Alyce C Katayama | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1205810 | TotalReportableCompFromOrg |
| Total Other Compensation | 126444 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 2309586 | FederatedCampaigns |
| Fundraising Events | 64099 | FundraisingEvents |
| Related Organizations | 1671470 | RelatedOrganizations |
| Government Grants | 106425 | GovernmentGrants |
| All Other Contributions | 7376764 | AllOtherContributions |
| Noncash Contributions | 30525 | NoncashContributions |
| Total Contributions | 11528344 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Ticket Sales | 711190 | 3547022 | 3547022 |
| Fee for service | 711190 | 609098 | 609098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4156120 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178238 | TotalRevenueColumn |
| Exclusion | $178,238 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 65796 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 64099 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 229579 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -163783 | TotalRevenueColumn |
| Related Or Exempt Function Income | -163783 | RelatedOrExemptFunctionIncome |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 999999 | BusinessCode |
| Total Revenue Column | 32913 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32913 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 32913 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15731832 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4025250 | RelatedOrExemptFunctionIncome |
| Exclusion | $178,238 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003293 | Total |
| Program Services | 876036 | ProgramServices |
| Management And General | 62761 | ManagementAndGeneral |
| Fundraising | 64496 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7054132 | Total |
| Program Services | 6251089 | ProgramServices |
| Management And General | 330816 | ManagementAndGeneral |
| Fundraising | 472227 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039362 | Total |
| Program Services | 932515 | ProgramServices |
| Management And General | 89218 | ManagementAndGeneral |
| Fundraising | 17629 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1648488 | Total |
| Program Services | 1506465 | ProgramServices |
| Management And General | 76467 | ManagementAndGeneral |
| Fundraising | 65556 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833341 | Total |
| Program Services | 731267 | ProgramServices |
| Management And General | 49485 | ManagementAndGeneral |
| Fundraising | 52589 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16863 | Total |
| Management And General | 16863 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35000 | Total |
| Management And General | 35000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113493 | Total |
| Fundraising | 113493 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206855 | Total |
| Program Services | 130601 | ProgramServices |
| Management And General | 26689 | ManagementAndGeneral |
| Fundraising | 49565 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838429 | Total |
| Program Services | 838429 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364161 | Total |
| Program Services | 29133 | ProgramServices |
| Management And General | 218497 | ManagementAndGeneral |
| Fundraising | 116531 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358499 | Total |
| Program Services | 16709 | ProgramServices |
| Management And General | 341790 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12838 | Total |
| Program Services | 4450 | ProgramServices |
| Management And General | 7916 | ManagementAndGeneral |
| Fundraising | 472 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34430 | Total |
| Program Services | 8263 | ProgramServices |
| Management And General | 11362 | ManagementAndGeneral |
| Fundraising | 14805 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210412 | Total |
| Management And General | 210412 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409607 | Total |
| Management And General | 409607 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25608 | Total |
| Management And General | 25608 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| sALES DEVELOPMENT | 128995 | 52888 | 76107 | |
| PRODUCTION COSTS | 1156815 | 1156815 | ||
| MISCELLANEOUS | 556338 | 219250 | 11426 | 325662 |
| BAD DEBT EXPENSE | 98148 | 98148 | ||
| aRTISTIC cOSTS | 1223680 | 1223680 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43945 | Total |
| Program Services | 14720 | ProgramServices |
| Management And General | 28988 | ManagementAndGeneral |
| Fundraising | 237 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17412732 | Total |
| Program Services | 14090458 | ProgramServices |
| Management And General | 2267141 | ManagementAndGeneral |
| Fundraising | 1055133 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111623 | BOY |
| EOY | 11453 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4043657 | BOY |
| EOY | 4337602 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294293 | BOY |
| EOY | 305336 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8335 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536593 | BOY |
| EOY | 531084 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2906374 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2271770 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1044079 | BOY |
| EOY | 634604 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23340762 | BOY |
| EOY | 23381311 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29379342 | BOY |
| EOY | 29201390 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390588 | BOY |
| EOY | 610637 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2171136 | BOY |
| EOY | 2164599 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5633942 | BOY |
| EOY | 6555547 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3419594 | BOY |
| EOY | 2432493 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5203034 | BOY |
| EOY | 5758959 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16818294 | BOY |
| EOY | 17522235 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -13924943 | BOY |
| EOY | -15677714 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3145229 | BOY |
| EOY | 3975558 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23340762 | BOY |
| EOY | 23381311 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12561048 | BOY |
| EOY | 11679155 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29379342 | BOY |
| EOY | 29201390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 13141951 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14945864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11445232 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9502145 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11512198 | CurrentTaxYear |
| Total | 60547390 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13141951 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14945864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11445232 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9502145 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11512198 | CurrentTaxYear |
| Total | 60547390 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 60547390 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185 | CurrentTaxYearMinus2Years |
| Current Tax Year | 178238 | CurrentTaxYear |
| Total | 189883 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4339226 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4574087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5046063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4663714 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4156120 | CurrentTaxYear |
| Total | 22779210 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 83516483 | TotalSupport |
| Gross Receipts From Admissions Etc | 17000000 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69020 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 807 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 807 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14089588 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14090395 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 854520 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 213630 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 951606 | CurrentYearMinus3 |
| Current Year Minus2 | 986637 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 854520 | CurrentYear |
| Total | 3792763 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,689,145 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 9899 | CurrentYearMinus3 |
| Current Year Minus2 | 2832 | CurrentYearMinus2 |
| Current Year Minus1 | 1157 | CurrentYearMinus1 |
| Current Year | 807 | CurrentYear |
| Total | 14695 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 237902 | CurrentYearMinus3 |
| Current Year Minus2 | 246659 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 213630 | CurrentYear |
| Total | 948191 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,422,287 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 453 | CurrentYearMinus3 |
| Current Year Minus2 | 752 | CurrentYearMinus2 |
| Current Year Minus1 | 1157 | CurrentYearMinus1 |
| Current Year | 807 | CurrentYear |
| Total | 3169 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 154645 | OtherCostOrOtherBasis |
| Depreciation | 137447 | Depreciation |
| Book Value | 17198 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2751729 | OtherCostOrOtherBasis |
| Depreciation | 2134323 | Depreciation |
| Book Value | 617406 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 634604 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Beneficial Interest held in trusts | Description |
| Book Value | 23381311 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23381311 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability for pension benefits | $5,758,859 |
| Due to Foundation Trust | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5758959 | TotalOfAmounts |
| Total Revenue | 15731832 | TotalRevenue |
| Total Expenses | 17412732 | TotalExpenses |
| Excess Or Deficit For Year | -1680900 | ExcessOrDeficitForYear |
| Other | $799,007 | OtherAmount |
| Total Adjustments | 799007 | TotalAdjustments |
| Excess Or Deficit Per FS | -881893 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15837442 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 189416 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 189416 | RevenueNotRptdF990 |
| Revenue Subtotal | 15648026 | RevenueSubtotal |
| Other Revenues Not Included | 83806 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 83806 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15731832 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17518342 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 189416 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 189416 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17328926 | ExpensesSubtotal |
| Other Expenses Not Included | 83806 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 83806 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17412732 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | BAD DEBT EXPENSE $98148 Special Event Expense $-14342 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | BAD DEBT EXPENSE $98148 Special Event Expenses $-14342 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | beneficial interest $40549 note payable forgiveness $1000000 Pension related items $ -241542 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | To provide operating support to the Milwaukee Symphony Orchestra, Inc. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
| Total Gross Receipts | 138468 | TotalGrossReceipts |
| Total Retained By Contractors | 113493 | TotalRetainedByContractors |
| Total Net To Organization | 24975 | TotalNetToOrganization |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 117372 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 64099 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 53273 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 215247 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Meet the Artists Luncheon | NameOfEvent2 |
| Gross Receipts Event2 | 12523 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 12523 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 14332 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 129895 | GrossReceiptsTotal |
| Charitable Contributions Total | 64099 | CharitableContributionsTotal |
| Gross Revenue Total Events | 65796 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 229579 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 229579 | DirectExpenseSummaryEvents |
| Net Income Summary | -163783 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Personal Services | X | PersonalServices |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|
| Frank Almond | |||
| 145652 | 28911 | 174563 | 147734 |
| Edo de Waart | |||
| 484923 | 484923 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ted Soluri | NamePerson |
| Purpose Of Loan | Instrument Loan | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $10,000 | OriginalPrincipalAmount |
| Balance Due | 5959 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 5959 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| 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 | 30525 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 33, Revenues Not Reported | The donated securities are all sold at year-end and included as cash contributions on the 990. |
| Part I, Line 32, Hire and Use of Third Parties | MSO uses the services of investment brokers to sell securities donated to MSO. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon request |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Employees' compensation is reviewed annually and compared with bench-marking data provided by the League of American Orchestras. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The MSO and the governance committee reviews compliance with the conflict of interest policy on an annual basis. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | A draft of the 990 is given to the audit committee prior to filing. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Three employees are also Board directors. |
Comments