Civic Intelligence

Milwaukee Symphony Orchestra Foundation

990T • Fiscal year 2024 • EIN 39-1715515

Sep 01, 2023 to Aug 31, 2024 • Filed on May 11, 2025

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

(414) 291-6010

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$30,933,539
Liabilities$100,000
Net Assets$30,833,539
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$5,153,024
Expenses$1,283,026
Net Income$3,869,998
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
May 11, 2025
Return Version
2023v8.0
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.

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
2025-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Sikich LLC
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Jill M Boyle CPA
Phone
2627549400
Raw XML Appendix98 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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