Civic Intelligence

Milwaukee Symphony Orchestra Foundation

990 • Fiscal year 2018 • EIN 39-1715515

Sep 01, 2017 to Aug 31, 2018 • Filed on May 14, 2019

Organization ProfileWWW.MSO.ORG
1101 N Market Street No 100Milwaukee, WI 53202

(414) 291-6010

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

60th percentile

4.5%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$17,132,490

Up $744,627 (+4.5%) from 2017

Net Assets

Up

$17,132,490

Up $744,627 (+4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin91st percentile

Revenue

Up

$1,754,592

Up $529,226 (+43%) from 2017

Expenses

Down

$834,762

Down $3,889 (-0.5%) from 2017

Net Income

Up

$919,830

Up $533,115 (+138%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$17,132,490
Liabilities$0
Net Assets$17,132,490
Open 2018 Filing

Operations Trend

Revenue Growth87th 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

2018

Revenue$1,754,592
Expenses$834,762
Net Income$919,830
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$11,590,256
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$15,095,777$15,845,988▲ $750,211
Pledges and Grants Receivable$462,277$628,256▲ $165,979
Savings and Temporary Cash Investments$643,631$470,985▼ $172,646
Accounts Receivable$33,678$34,761▲ $1,083
Total Assets$16,387,863$17,132,490▲ $744,627
Other Assets Total$152,500$152,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,291,887$14,547,301▲ $255,414
Unrestricted Net Assets$1,013,591$1,307,064▲ $293,473
Temporarily Rstr Net Assets$1,082,385$1,278,125▲ $195,740
Total Net Assets Fund Balance$16,387,863$17,132,490▲ $744,627
Total Liabilities and Net Assets / Fund Balance$16,387,863$17,132,490▲ $744,627

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$16,387,862$255,414▲ $1,323,975$84,066$17,132,490
2017$15,195,114$525,737▲ $1,505,662$86,500$16,387,862
2016$14,810,945$62,194▲ $1,144,341$83,355$15,195,114
2015$15,718,288$59,368▼ $189,054$81,026$14,810,945
2014$14,407,904$61,349▲ $1,966,708$86,293$15,718,288
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Robert WebsterAuthorized Trustee
Allen RieselbachTrustee
Bruce LaningTrustee
Charles KrauseTrustee
Douglas HagermanTrustee
Karen GuyTrustee
William NasgovitzTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$255,414
Program Service Revenue
$0
Investment Income
$1,499,178
Other Revenue
$0
All Other Contributions
$255,414
Change in Net Assets
$919,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,754,592
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-175,203
Total Revenue per Audited Statements
$1,579,389
Total Revenue per Form 990
$1,754,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$742,964
Other Expenses$91,798
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$742,964--$742,964
Fees for Service Investment Mgmnt Fees-$84,066-$84,066
Fees for Services Other-$7,732-$7,732
Total Functional Expenses$742,964$91,798$0$834,762

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$834,762
Total Expenses per Audited Statements$834,762
Total Expenses per Form 990$834,762
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milwaukee Symphony Orchestra IncMilwaukee, WI501(c)(3)To Further Programs$681,050
Milwaukee Symphony Orchestra Endowment TrustMilwaukee, WI501(c)(3)To Support the Mso$61,914
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 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 Foundation
EIN
39-1715515
Phone
4142916010
Address
1101 N MARKET STREET NO 100, MILWAUKEE, WI 53202

Signing Officer

Name
Robert Webster
Title
Authorized Trustee
Phone
4142916010
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 7 Trustees
Formed
1991
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
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 foundation is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The foundation is not classified as a private foundation.”

Raw XML AppendixShowing 400 of 522 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt033678
IRS990/AccountsReceivableGrp/EOYAmt034761
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990/AllOtherContributionsAmt0255414
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHERINE KIEKHOFER
IRS990/BooksInCareOfDetail/PhoneNum04142916010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01101 N MARKET ST SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0255414
IRS990/CYGrantsAndSimilarPaidAmt0742964
IRS990/CYInvestmentIncomeAmt01499178
IRS990/CYOtherExpensesAmt091798
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0919830
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0834762
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01754592
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PRIMARY AREA IN WHICH THE MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST ASSISTS THE MILWAUKEE SYMPHONY ORCHESTRA, INC. FOR PROGRAM SERVICES IS THROUGH GENERAL OPERATING ASSISTANCE. ALL OF THE MONEY GRANTED TO THE MILWAUKEE SYMPHONY ORCHESTRA IS BASED ON THE FORMULA APPROVED BY THE FOUNDATION TRUSTEES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0742964
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07732
IRS990/FeesForServicesOtherGrp/TotalAmt07732
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt084066
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt084066
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN GUY
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES KRAUSE
IRS990/Form990PartVIISectionAGrp/PersonNm2BRUCE LANING
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLEN RIESELBACH
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM NASGOVITZ
IRS990/Form990PartVIISectionAGrp/PersonNm6DOUGLAS HAGERMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4AUTHORIZED TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01099980
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0742964
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0742964
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0742964
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010935644
IRS990/GrossReceiptsAmt011590256
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0399198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0399198
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015095777
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015845988
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09835664
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016387863
IRS990/NetAssetsOrFundBalancesEOYAmt017132490
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01099980
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01099980
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-175203
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0152500
IRS990/OtherAssetsTotalGrp/EOYAmt0152500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014291887
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt014547301
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0462277
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0628256
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0COMMITTEE OF 7 TRUSTEES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0525738
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0744219
IRS990/PYInvestmentIncomeAmt0699628
IRS990/PYOtherExpensesAmt094432
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0386715
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0838651
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01225366
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0919830
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0643631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0470985
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0412063
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0383781
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt012865
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0399198
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0383781
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt091798
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt094432
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0320265
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0289349
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0289349
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0535150
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0535150
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0245947
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0535150
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0535150
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0535150
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0681050
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0681050
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt018998
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0554148
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0700048
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0681050
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt018998
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0554148
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0681050
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0535150
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0681050
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0681050
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/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MILWAUKEE SYMPHONY ORCHESTRA FOUNDATIONS TRUST 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 FOUNDATIONS TRUST, DISCUSSES THE CONCERNS OF MSO, INC. WITH MSO FOUNDATIONS TRUST ON A REGULAR BASIS, HELPS MANAGE THE TIMING OF THE DISTRIBUTIONS OF GRANTS, AND DISCUSSES THE INVESTMENT POLICY FOR MSO FOUNDATIONS TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ANNUAL DISTRIBUTION FROM THE MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST 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/CurrentYearAmt016180691
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt015522852
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0557308
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0671541
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt015470883
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt014698811
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0242710
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0232843
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0152500
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0152500
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt015937981
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt015290009
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0557829
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0535150
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt016180691
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt015522852
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0557829
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0535150
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396023436
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0681050
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0681050
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07600
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07731
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt016387862
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0255414
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017132490
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0742964
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01323975
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt084066
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt015195114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0525737
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016387862
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0744219
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01505662
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt086500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08936
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014810945
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt062194
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt015195114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0730075
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01144341
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt083355
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015718288
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt059368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014810945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0688701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-189054
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt081026
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014407904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt061349
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015718288
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0631326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01966708
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt086293
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0834762
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-175203
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84900
IRS990ScheduleD/RevenueNotReportedAmt0-175203
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01754592
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0834762
IRS990ScheduleD/TotalRevenuePerForm990Amt01754592
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01579389
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0834762
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0681050
IRS990ScheduleI/RecipientTable/CashGrantAmt161914
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE MSO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST
IRS990ScheduleI/RecipientTable/RecipientEIN0396023436
IRS990ScheduleI/RecipientTable/RecipientEIN1396096874
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01101 N MARKET ST STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11101 N MARKET ST STE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153202
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/Total501c3OrgCnt02
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,132,490
Liabilities
$0
Net assets
$17,132,490
Revenue
$1,754,592
Expenses
$834,762
Net income
$919,830
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