Civic Intelligence

Milwaukee Symphony Orchestra Foundation

990 • Fiscal year 2023 • EIN 39-1715515

Sep 01, 2022 to Aug 31, 2023 • Filed on May 15, 2024

Organization ProfileWWW.MSO.ORG
212 W Wisconsin AveMilwaukee, WI 53203

(414) 291-6010

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1297%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$24,337,895

Up $5,355,506 (+28%) from 2022

Net Assets

Up

$24,335,100

Up $5,352,711 (+28%) from 2022

Liabilities

Up

$2,795

Up $2,795 from 2022

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin96th percentile

Revenue

Up

$5,781,521

Up $5,367,566 (+1297%) from 2022

Expenses

Up

$1,117,132

Up $72,718 (+7.0%) from 2022

Net Income

Up

$4,664,389

Up $5,294,848 (+840%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $13,125,619Liabilities 2011: $44,946Net Assets 2011: $13,080,6732011Assets 2012: $13,784,578Liabilities 2012: $7,084Net Assets 2012: $13,777,4942012Assets 2013: $14,414,959Liabilities 2013: $7,054Net Assets 2013: $14,407,9052013Assets 2014: $15,718,289Liabilities 2014: $0Net Assets 2014: $15,718,2892014Assets 2015: $14,810,945Liabilities 2015: $0Net Assets 2015: $14,810,9452015Assets 2016: $15,195,614Liabilities 2016: $500Net Assets 2016: $15,195,1142016Assets 2017: $16,387,863Liabilities 2017: $0Net Assets 2017: $16,387,8632017Assets 2018: $17,132,490Liabilities 2018: $0Net Assets 2018: $17,132,4902018Assets 2019: $17,510,903Liabilities 2019: $0Net Assets 2019: $17,510,9032019Assets 2020: $18,522,354Liabilities 2020: $0Net Assets 2020: $18,522,3542020Assets 2021: $22,336,114Liabilities 2021: $0Net Assets 2021: $22,336,1142021Assets 2022: $18,982,389Liabilities 2022: $0Net Assets 2022: $18,982,3892022Assets 2023: $24,337,895Liabilities 2023: $2,795Net Assets 2023: $24,335,1002023Assets 2024: $30,933,539Liabilities 2024: $100,000Net Assets 2024: $30,833,5392024

Highlighted filing

2023

Assets$24,337,895
Liabilities$2,795
Net Assets$24,335,100
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,050,585Expenses 2011: $691,177Net Income 2011: $359,4082011Revenue 2012: $868,518Expenses 2012: $686,373Net Income 2012: $182,1452012Revenue 2013: $3,394,059Expenses 2013: $855,522Net Income 2013: $2,538,5372013Revenue 2014: $601,082Expenses 2014: $717,673Net Income 2014: -$116,5912014Revenue 2015: $888,956Expenses 2015: $777,658Net Income 2015: $111,2982015Revenue 2016: $601,645Expenses 2016: $822,366Net Income 2016: -$220,7212016Revenue 2017: $1,225,366Expenses 2017: $838,651Net Income 2017: $386,7152017Revenue 2018: $1,754,592Expenses 2018: $834,762Net Income 2018: $919,8302018Revenue 2019: $2,456,704Expenses 2019: $823,169Net Income 2019: $1,633,5352019Revenue 2020: $614,354Expenses 2020: $836,467Net Income 2020: -$222,1132020Revenue 2021: $2,577,388Expenses 2021: $869,885Net Income 2021: $1,707,5032021Revenue 2022: $413,955Expenses 2022: $1,044,414Net Income 2022: -$630,4592022Revenue 2023: $5,781,521Expenses 2023: $1,117,132Net Income 2023: $4,664,3892023Revenue 2024: $5,153,024Expenses 2024: $1,283,026Net Income 2024: $3,869,9982024

Highlighted filing

2023

Revenue$5,781,521
Expenses$1,117,132
Net Income$4,664,389
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$11,389,762
Mission and Program Overview

Mission

To support the programs of the milwaukee symphony orchestra, inc.("mso"), whose mission is to comfort, educate, entertain, and exhilarate the human soul through events of cultural significance, relevance and artistic challenge.

To support the programs of the milwaukee symphony orchestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,875,140$16,832,710▼ $42,430
Pledges and Grants Receivable$1,474,445$6,523,163▲ $5,048,718
Savings and Temporary Cash Investments$470,757$817,499▲ $346,742
Accounts Receivable$9,547$12,023▲ $2,476
Total Assets$18,982,389$24,337,895▲ $5,355,506
Other Assets Total$152,500$152,500→ $0
Liabilities
Accounts Payable and Accrued Expenses-$2,795-
Total Liabilities$0$2,795▲ $2,795
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,299,991$21,629,073▲ $5,329,082
Net Assets Without Donor Restrictions$2,682,398$2,706,027▲ $23,629
Total Net Assets Fund Balance$18,982,389$24,335,100▲ $5,352,711
Total Liabilities and Net Assets / Fund Balance$18,982,389$24,337,895▲ $5,355,506

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$18,982,389$5,275,397▲ $1,194,446$101,844$24,335,100
2022$22,336,114$120,632▼ $2,429,943$164,336$18,982,389
2021$18,522,354$1,512,756▲ $3,170,889$73,107$22,336,114
2020$17,510,903$270,383▲ $1,577,535$64,996$18,522,354
2019$17,132,490$851,938▲ $349,644$57,543$17,510,903
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Bruce LaningTrustee Chairman
Amy CroenTrustee
Bartholomew ReuterTrustee
David UileinTrustee
Douglas HagermanTrustee
Steven EtzelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,275,397
Program Service Revenue
$0
Investment Income
$506,124
Other Revenue
$0
All Other Contributions
$5,275,397
Change in Net Assets
$4,664,389

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,686,152
Revenue Not Reported on Financial Statements
$95,369
Revenue Not Reported on Form 990
$688,322
Total Revenue per Audited Statements
$6,374,474
Total Revenue per Form 990
$5,781,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,015,288
Other Expenses$101,844
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,015,288--$1,015,288
Fees for Service Investment Mgmnt Fees-$95,369-$95,369
Fees for Services Other-$6,475-$6,475
Total Functional Expenses$1,015,288$101,844$0$1,117,132

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,117,132
Expenses per Audited Statements$1,021,763
Total Expenses per Audited Statements$1,021,763
Expenses Not Reported on Financial Statements$95,369
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milwaukee Symphony Orchestra IncMilwaukee, WI501(c)(3)To Further Programs$1,015,288
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the 990 is provided to the trustees before it is filed.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Symphony Orchestra Endowment
EIN
39-1715515
Phone
4142916010
Address
212 W WISCONSIN AVE, MILWAUKEE, WI 53203

Signing Officer

Name
Bruce Laning
Title
Authorized Trustee
Phone
4142916010
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 6 Trustees
Formed
1991
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Sikich LLC
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Jill M Boyle CPA
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the programs of the milwaukee symphony orchestra, inc.”

PART X, LINE 2:

“The endowment is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The endowment is not classified as a private foundation. The endowment evaluates their uncertain tax positions on an annual basis, and there have been no recorded uncertain tax portions recorded in 2023 and 2022. Therefore, no provision or liability for income taxes has been included in the financial statements. The endowment files various federal or state non-profit tax returns. The endowment is no longer subject to u.s. Federal or state examinations by tax authorities for tax years prior to 2020.”

Raw XML AppendixShowing 400 of 516 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01015288
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt01015288
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0362809
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0880078
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0439217
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01378097
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt01015288
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0362809
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01319295
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01015288
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0956486
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01015288
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01015288
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT AND MILWAUKEE SYMPHONY ORCHESTRA, INC. HAVE A CLOSE AND CONTINUOUS WORKING RELATIONSHIP TOGETHER. A MSO, INC. BOARD MEMBER ATTENDS THE BOARD OF DIRECTORS MEETING FOR MSO ENDOWMENT, DISCUSSES THE CONCERNS OF MSO, INC. WITH MSO ENDOWMENT ON A REGULAR BASIS, HELPS MANAGE THE TIMING OF THE DISTRIBUTIONS OF GRANTS, AND DISCUSSES THE INVESTMENT POLICY FOR MSO ENDOWMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ANNUAL DISTRIBUTION FROM THE MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT IS A KEY SOURCE OF SUPPORT FOR THE MILWAUKEE SYMPHONY AND IS RELIED ON BY THE MSO IN ITS BUDGETING AND PLANNING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV, SECTION D, LINE 2 & LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt017650553
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt019088889
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0644128
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0302725
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt016853925
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt018633664
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0264758
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0286333
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0152500
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0152500
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt017385795
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt018802556
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0608503
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0658089
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt017650553
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt019088889
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0608503
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0658089
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396023436
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01015288
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01015288
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.11120
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt018982389
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05275397
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024335100
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01015288
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01194446
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0101844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022336114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0120632
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt018982389
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0880078
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2429943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0164336
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt018522354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01512756
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022336114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0796778
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03170889
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt073107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt017510903
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0270383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt018522354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0763299
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01577535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt064996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07931
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt017132490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0851938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt017510903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0757695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0349644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt057543
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt095369
IRS990ScheduleD/ExpensesSubtotalAmt01021763
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt095369
IRS990ScheduleD/InvestmentExpensesNotIncldAmt095369
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0688322
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.88880
IRS990ScheduleD/RevenueNotReportedAmt0688322
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt095369
IRS990ScheduleD/RevenueSubtotalAmt05686152
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ENDOWMENT EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX PORTIONS RECORDED IN 2023 AND 2022. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ENDOWMENT FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE ENDOWMENT IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01117132
IRS990ScheduleD/TotalRevenuePerForm990Amt05781521
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06374474
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01021763
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01015288
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396023436
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0212 W WISCONSIN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053203
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST MAKES GRANTS TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC. TO FURTHER ITS PROGRAMS. QUARTERLY UPDATES ALONG WITH AN ANNUAL INDEPENDENT AUDIT REPORT ARE REVIEWED BY THE FOUNDATION TRUST REGARDING THE ACTIVITIES OF THE MILWAUKEE SYMPHONY ORCHESTRA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS PROVIDED TO THE TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,337,895
Liabilities
$2,795
Net assets
$24,335,100
Revenue
$5,781,521
Expenses
$1,117,132
Net income
$4,664,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.9$0.10$30.8$5.15$1.28$3.87
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$5.78$1.12$4.66
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.41$1.04$0.63
2021Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$2.58$0.87$1.71
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.61$0.84$0.22
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.46$0.82$1.63
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.75$0.83$0.92
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.23$0.84$0.39
2016Summary only. Only limited summary data is available for this year.$15.2$0.00$15.2$0.60$0.82$0.22
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.89$0.78$0.11
2014Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.60$0.72$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.01$14.4$3.39$0.86$2.54
2012Summary only. Only limited summary data is available for this year.$13.8$0.01$13.8$0.87$0.69$0.18
2011Summary only. Only limited summary data is available for this year.$13.1$0.04$13.1$1.05$0.69$0.36