2011-06-06T12:37:00-07:00 2010-08-31 Ritz Holman LLP 330 E Kilbourn Ste 550 Milwaukee WI 532023144 990 2009-09-01 396023436 Milwaukee Symphony Orchestra Inc MILW 4142916010 700 North Water Street Milwaukee WI 53202 Maryellen Gleason 2011-06-06 ANDREW C HOLMAN 4142711451 2009 2016-02-24 21:20:13Z Maryellen Gleason 700 N Water St Ste 700 Milwaukee WI 53202 15961411 false false X www.mso.org X 1958 WI Engaging in activities to present performances that further cultivate an appreciation for the art of music. 39 42 301 1300 0 9463770 11528344 4325189 4156120 178238 395542 -130870 14184501 15731832 0 0 11690949 11578616 84047 113493 1055133 5740799 5720623 17515795 17412732 -3331294 -1680900 29379342 29201390 16818294 17522235 12561048 11679155 Engaging in activities to present performances that further cultivate an appreciation for the art of music. false false 14090458 Engaging in activities to present performances that further cultivate an appreciation for the art of music. 14090458 true true false true false false false false false true true true false false false false false false true true false false false false true false false false false false false true false false false false true false false false false false false false false true 70 0 true 301 true false false false false false false false false true false false 0 false false true true false false false false 39 42 true false false false false false false true true false false false true true true true true true true true false false X Mike Wamser 4142916010 700 North Water Street 700 Milwaukee WI 53202 Ted Soluri 40.00 X 60988 0 14402 Susan Kurtz 1.00 X 0 0 0 Steven L Laughlin 1.00 X 0 0 0 Sara Harmelink 40.00 X 60988 0 0 Roberta Caraway 1.00 0 0 0 Robert L Webster 1.00 X 0 0 0 Robert Donald Joehnk Jr 1.00 X 0 0 0 Richard D Pauls 1.00 X 0 0 0 Peter Giersch 1.00 X 0 0 0 Patrice L Bringe-Blomquist 1.00 X X 0 0 0 Pat McGinn 0. X 100760 0 4912 Nikolaus R Schmidt 1.00 X 0 0 0 Monica Schick 1.00 X 0 0 0 Michael L Gonzalez 1.00 X 0 0 0 Megan Ells Holbrook 1.00 X 0 0 0 Maryellen Gleason 1.00 X X 0 0 0 Mary Baker 1.00 X 0 0 0 Mark Sabljak 1.00 X 0 0 0 Mark Hanson 40.00 X X 111875 0 17116 Marcia Parker Brooks 1.00 X 0 0 0 Marc J Marotta 1.00 X 0 0 0 Lynne Dixon-Speller 1.00 X 0 0 0 Linda M Tojek 1.00 X 0 0 0 Larry Waters 1.00 X 0 0 0 Larry Tucker 40.00 X 108259 0 22880 Larry Morton 1.00 X 0 0 0 Kathleen A Wilson 1.00 X 0 0 0 Judy Jorgensen 1.00 X X 0 0 0 Joseph Johnson 40.00 X 95402 0 38223 Jenifer Tate 1.00 X 0 0 0 Jeffrey Peelen 1.00 X 0 0 0 Jean Holmburg 1.00 X 0 0 0 Jay Schwister 1.00 X 0 0 0 Jane Cooper 1.00 X 0 0 0 Jan Wade 1.00 X 0 0 0 Jacqueline F Strayer 1.00 X 0 0 0 Gregory A Smith 1.00 X 0 0 0 George Robert Heaps 1.00 X 0 0 0 Frank Almond 40.00 X 145652 0 28911 Eric E Hobbs 1.00 X X 0 0 0 Elizabeth Kohlbeck 1.00 X 0 0 0 Edward Durant 1.00 X 0 0 0 Edo de Waart 40.00 X 484923 0 0 Dr Stephen C Ragatz 1.00 X 0 0 0 Dr Michael Fels Briselli 1.00 X 0 0 0 Douglas M Hagerman 1.00 X 0 0 0 Donald G Tyler 1.00 X X 36963 0 0 Deborah kramer 1.00 X 0 0 0 Chris Abele 5.00 X X 0 0 0 Bruce R Laning 1.00 X 0 0 0 Anthony Asmuth III 1.00 X 0 0 0 Angela Pintar 1.00 X 0 0 0 Andrew N Nunemarker 1.00 X 0 0 0 Alyce C Katayama 1.00 X 0 0 0 1205810 126444 7 false true false 0 2309586 64099 1671470 106425 7376764 30525 11528344 Ticket Sales 711190 3547022 3547022 Fee for service 711190 609098 609098 4156120 178238 178238 0 0 0 0 65796 64099 229579 -163783 -163783 0 0 Miscellaneous 999999 32913 32913 32913 15731832 4025250 178238 0 0 0 0 1003293 876036 62761 64496 0 7054132 6251089 330816 472227 1039362 932515 89218 17629 1648488 1506465 76467 65556 833341 731267 49485 52589 0 16863 16863 35000 35000 0 113493 113493 0 206855 130601 26689 49565 838429 838429 364161 29133 218497 116531 0 0 358499 16709 341790 12838 4450 7916 472 0 34430 8263 11362 14805 210412 210412 0 409607 409607 25608 25608 sALES DEVELOPMENT 128995 52888 76107 PRODUCTION COSTS 1156815 1156815 MISCELLANEOUS 556338 219250 325662 11426 BAD DEBT EXPENSE 98148 98148 aRTISTIC cOSTS 1223680 1223680 43945 14720 28988 237 17412732 14090458 2267141 1055133 111623 11453 0 4043657 4337602 294293 305336 8335 0 0 0 0 536593 531084 2906374 2271770 1044079 634604 0 0 0 0 23340762 23381311 29379342 29201390 390588 610637 2171136 2164599 5633942 6555547 3419594 2432493 5203034 5758959 16818294 17522235 X -13924943 -15677714 3145229 3975558 23340762 23381311 12561048 11679155 29379342 29201390 X false true true X false false X 13141951 14945864 11445232 9502145 11512198 60547390 0 0 13141951 14945864 11445232 9502145 11512198 60547390 0 60547390 10212 1248 185 178238 189883 0 4339226 4574087 5046063 4663714 4156120 22779210 83516483 17000000 0.72500 0.69020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 807 807 14089588 14090395 854520 213630 false 951606 986637 1000000 854520 3792763 5689145 9899 2832 1157 807 14695 237902 246659 250000 213630 948191 1422287 453 752 1157 807 3169 23340764 1176060 1613367 2671471 77409 23381311 27839713 409068 -2992164 1818468 97385 23340764 1.00000 true true true 154645 137447 17198 2751729 2134323 617406 634604 Beneficial Interest held in trusts 23381311 23381311 Liability for pension benefits 5758859 Due to Foundation Trust 100 5758959 15731832 17412732 -1680900 799007 799007 -881893 15837442 189416 189416 15648026 83806 83806 15731832 17518342 189416 189416 17328926 83806 83806 17412732 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. X true 138468 113493 24975 WI Gala 117372 64099 53273 215247 Meet the Artists Luncheon 12523 12523 14332 129895 64099 65796 229579 229579 -163783 X X X X false false false false false false false false false false Frank Almond 145652 28911 174563 147734 Edo de Waart 484923 484923 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. Ted Soluri Instrument Loan X 10000 5959 false true true 5959 X 27 FMV X Misc Items 30525 FMV false true true 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. 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.