Civic Intelligence

Milwaukee Symphony Orchestra Foundation

990 • Fiscal year 2020 • EIN 39-1715515

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

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

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

47th percentile

5.8%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$18,522,354

Up $1,011,451 (+5.8%) from 2019

Net Assets

Up

$18,522,354

Up $1,011,451 (+5.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin9th percentile

Revenue

Down

$614,354

Down $1,842,350 (-75%) from 2019

Expenses

Up

$836,467

Up $13,298 (+1.6%) from 2019

Net Income

Down

-$222,113

Down $1,855,648 (-114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$18,522,354
Liabilities$0
Net Assets$18,522,354
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$614,354
Expenses$836,467
Net Income-$222,113
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.2
Gross Receipts
$5,048,584
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$16,531,366$17,651,365▲ $1,119,999
Pledges and Grants Receivable$489,888$436,124▼ $53,764
Savings and Temporary Cash Investments$322,134$268,596▼ $53,538
Accounts Receivable$15,015$13,769▼ $1,246
Total Assets$17,510,903$18,522,354▲ $1,011,451
Other Assets Total$152,500$152,500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,808,102$15,718,269▲ $910,167
Net Assets Without Donor Restrictions$2,702,801$2,804,085▲ $101,284
Total Net Assets Fund Balance$17,510,903$18,522,354▲ $1,011,451
Total Liabilities and Net Assets / Fund Balance$17,510,903$18,522,354▲ $1,011,451

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Robert WebsterAuthorized Trustee
Allen RieselbachTrustee
Bruce LaningTrustee
Douglas HagermanTrustee
Steven EtzelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$270,383
Program Service Revenue
$0
Investment Income
$343,971
Other Revenue
$0
All Other Contributions
$270,383
Change in Net Assets
$-222,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$549,358
Revenue Not Reported on Financial Statements
$64,996
Revenue Not Reported on Form 990
$1,233,564
Total Revenue per Audited Statements
$1,782,922
Total Revenue per Form 990
$614,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$763,299
Other Expenses$73,168
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$763,299--$763,299
Fees for Service Investment Mgmnt Fees-$64,996-$64,996
Fees for Services Other-$8,172-$8,172
Total Functional Expenses$763,299$73,168$0$836,467

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$836,467
Expenses per Audited Statements$771,471
Total Expenses per Audited Statements$771,471
Expenses Not Reported on Financial Statements$64,996
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milwaukee Symphony Orchestra IncMilwaukee, WI501(c)(3)To Further Programs$763,299
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 Foundation
EIN
39-1715515
Phone
4142916010
Address
212 W WISCONSIN AVE, MILWAUKEE, WI 53203

Signing Officer

Name
Bruce Laning
Title
Authorized Trustee
Phone
4142916010
Signed
2021-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 6 Trustees
Formed
1991
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

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 504 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/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0763299
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0577033
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0763299
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0763299
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 FOUNDATION 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 FOUNDATION TRUST, DISCUSSES THE CONCERNS OF MSO, INC. WITH MSO FOUNDATION TRUST ON A REGULAR BASIS, HELPS MANAGE THE TIMING OF THE DISTRIBUTIONS OF GRANTS, AND DISCUSSES THE INVESTMENT POLICY FOR MSO FOUNDATION 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/CurrentYearAmt017539231
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt016737737
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0295365
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0396560
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt017091366
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt016188677
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0263088
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0251066
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0152500
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0152500
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt017276143
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt016486671
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0604665
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0577033
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt017539231
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt016737737
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0604665
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0577033
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396023436
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0763299
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0763299
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/BoardDesignatedBalanceEOYPct00.15140
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08172
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017510903
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0270383
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018522354
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0763299
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01577535
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt064996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07931
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017132490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0851938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017510903
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0757695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0349644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt057543
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt016387862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0255414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017132490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0742964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01323975
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt084066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015195114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0525737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt016387862
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0744219
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01505662
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt086500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014810945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt062194
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015195114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0730075
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01144341
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt083355
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt064996
IRS990ScheduleD/ExpensesSubtotalAmt0771471
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt064996
IRS990ScheduleD/InvestmentExpensesNotIncldAmt064996
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01233564
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84860
IRS990ScheduleD/RevenueNotReportedAmt01233564
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt064996
IRS990ScheduleD/RevenueSubtotalAmt0549358
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0836467
IRS990ScheduleD/TotalRevenuePerForm990Amt0614354
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01782922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0771471
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0763299
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,522,354
Liabilities
$0
Net assets
$18,522,354
Revenue
$614,354
Expenses
$836,467
Net income
-$222,113
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