Civic Intelligence

Madison Symphony Orchestra Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1769944

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 08, 2022

Organization ProfileN/A
222 West Washington Ave Suite 460Madison, WI 53703-2719

(608) 257-3734

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.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$177,457

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

405%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$23,752,908

Up $5,787,639 (+32%) from 2020

Net Assets

Up

$23,752,908

Up $5,787,639 (+32%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

Up

$1,247,662

Up $1,000,625 (+405%) from 2020

Expenses

Down

$66,851

Down $588,823 (-90%) from 2020

Net Income

Up

$1,180,811

Up $1,589,448 (+389%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2011: $9,714,170Liabilities 2011: $0Net Assets 2011: $9,714,1702011Assets 2012: $9,499,212Liabilities 2012: $0Net Assets 2012: $9,499,2122012Assets 2013: $11,193,305Liabilities 2013: $0Net Assets 2013: $11,193,3052013Assets 2014: $12,731,993Liabilities 2014: $0Net Assets 2014: $12,731,9932014Assets 2015: $12,643,562Liabilities 2015: $0Net Assets 2015: $12,643,5622015Assets 2016: $13,171,142Liabilities 2016: $0Net Assets 2016: $13,171,1422016Assets 2017: $15,629,794Liabilities 2017: $0Net Assets 2017: $15,629,7942017Assets 2018: $17,316,186Liabilities 2018: $0Net Assets 2018: $17,316,1862018Assets 2019: $18,527,758Liabilities 2019: $0Net Assets 2019: $18,527,7582019Assets 2020: $17,965,269Liabilities 2020: $0Net Assets 2020: $17,965,2692020Assets 2021: $23,752,908Liabilities 2021: $0Net Assets 2021: $23,752,9082021Assets 2022: $21,246,051Liabilities 2022: $0Net Assets 2022: $21,246,0512022Assets 2023: $23,150,529Liabilities 2023: $0Net Assets 2023: $23,150,5292023Assets 2024: $25,912,287Liabilities 2024: $0Net Assets 2024: $25,912,2872024

Highlighted filing

2021

Assets$23,752,908
Liabilities$0
Net Assets$23,752,908
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $470,0802011Expenses 2012: $447,7882012Revenue 2013: $1,302,121Expenses 2013: $421,782Net Income 2013: $880,3392013Revenue 2014: $1,281,933Expenses 2014: $550,295Net Income 2014: $731,6382014Revenue 2015: $1,056,251Expenses 2015: $586,903Net Income 2015: $469,3482015Revenue 2016: $1,534,183Expenses 2016: $504,582Net Income 2016: $1,029,6012016Revenue 2017: $2,194,886Expenses 2017: $609,871Net Income 2017: $1,585,0152017Revenue 2018: $1,922,560Expenses 2018: $668,645Net Income 2018: $1,253,9152018Revenue 2019: $1,811,372Expenses 2019: $712,215Net Income 2019: $1,099,1572019Revenue 2020: $247,037Expenses 2020: $655,674Net Income 2020: -$408,6372020Revenue 2021: $1,247,662Expenses 2021: $66,851Net Income 2021: $1,180,8112021Revenue 2022: $1,443,155Expenses 2022: $77,101Net Income 2022: $1,366,0542022Revenue 2023: $2,500,346Expenses 2023: $790,686Net Income 2023: $1,709,6602023Revenue 2024: $1,410,760Expenses 2024: $1,091,794Net Income 2024: $318,9662024

Highlighted filing

2021

Revenue$1,247,662
Expenses$66,851
Net Income$1,180,811
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.1
Gross Receipts
$5,469,150
Mission and Program Overview

Mission

The foundation was established to administer investments, and to receive support in the form of gifts, grants, and bequests which exclusively benefit the madison symphony orchestra, inc., an organization described in i.r.c. Section 509(a).

To support madison symphony orchestra's mission

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,082,239$22,749,121▲ $5,666,882
Pledges and Grants Receivable$883,030$1,003,787▲ $120,757
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,965,269$23,752,908▲ $5,787,639
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,517,937$13,180,094▲ $5,662,157
Net Assets With Donor Restrictions$10,447,332$10,572,814▲ $125,482
Total Net Assets Fund Balance$17,965,269$23,752,908▲ $5,787,639
Total Liabilities and Net Assets / Fund Balance$17,965,269$23,752,908▲ $5,787,639

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$9,586,736$4,725--$9,591,461
2020$9,554,769$31,966--$9,586,735
2019$8,975,452$579,317--$9,554,769
2018$8,388,929$586,523--$8,975,452
2017$8,386,399$2,530--$8,388,929
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Douglas ReuhlPresident
Charles SteinhauerVice-President
Beth DettmanDirector
Elliot AbramsonDirector
Ellsworth BrownDirector
Fred MohsDirector
Gary MecklenburgDirector
Marian BolzDirector
Nicholas MischlerDirector
Aaron OlverEx-Officio Director
Elaine MischlerEx-Officio Director
Richard MackieSecretary-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$622,948
Program Service Revenue
$0
Investment Income
$624,714
Other Revenue
$0
All Other Contributions
$622,948
Change in Net Assets
$1,180,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,851
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$66,851-$66,851
Total Functional Expenses$0$66,851$0$66,851
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 2:

“Nicholas and elaine mischler are husband and wife.”

FORM 990, PART VI, SECTION A, LINE 7B:

“Prior to assuming their positions, elected directors shall be confirmed by majority vote of the directors of madison symphony orchestra (the supported organization).”

FORM 990, PART VI, SECTION B, LINE 11B:

“The form 990 is reviewed by the executive director and general manager of the madison symphony orchestra prior to filing.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The policy is reviewed annually by every board member.”

FORM 990, PART VI, SECTION B, LINE 15:

“The madison symphony orchestra foundation does not have any paid employees.”

FORM 990, PART VI, SECTION C, LINE 19:

“Governing documents, conflict of interest policies, and financial statements are avilable upon request.”

Filing and Contact Details

Filer

Filer Name
Madison Symphony Orchestra Foundation
EIN
39-1769944
In Care Of
% ANN BOWEN
Phone
6082573734
Address
222 West Washington Ave Suite 460, Madison, WI 53703-2719

Signing Officer

Name
Douglas Reuhl
Title
President
Phone
6082573734
Signed
2022-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Bowen
Formed
1995
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Bdo USA Llp
Address
ONE ERDMAN PLACE SUITE 404, MADISON, WI 53717
Preparer
Jacob Cook
Phone
6088367500
Supplemental Narrative

Financial Statement Notes

SCHEDULE D, PART V, LINE 4:

“Earnings from endowment funds are used to provide support for the general programming of the madison symphony orchestra, inc. (the supported organization).”

SCHEDULE D, PART X, LINE 2:

“Madison Symphony Orchestra Foundation Inc. is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The organization is subject to income tax regulations in the United States federal jurisdiction and the State of Wisconsin. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. The organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not the position will be sustained. The organization does not believe there are any material uncertain tax positions, and, accordingly, has not recognized any liability for unrecognized tax benefits. For the years ended June 30, 2021 and 2020, there were no interest or penalties recorded or included in the financial statements. Tax returns for the years 2018, 2017, and 2016 are still open and have not passed the statute of limitation for examination.”

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IRS990/MissionDesc0THE FOUNDATION WAS ESTABLISHED TO ADMINISTER INVESTMENTS, AND TO RECEIVE SUPPORT IN THE FORM OF GIFTS, GRANTS, AND BEQUESTS WHICH EXCLUSIVELY BENEFIT THE MADISON SYMPHONY ORCHESTRA, INC., AN ORGANIZATION DESCRIBED IN I.R.C. SECTION 509(A).
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0883030
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01003787
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Ann Bowen
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IRS990/PYProgramServiceRevenueAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390839707
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MADISON SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt031966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09586735
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0579317
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09554769
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0586523
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08975452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08386399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02530
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS FROM ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR THE GENERAL PROGRAMMING OF THE MADISON SYMPHONY ORCHESTRA, INC. (THE SUPPORTED ORGANIZATION).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Madison Symphony Orchestra Foundation Inc. is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The organization is subject to income tax regulations in the United States federal jurisdiction and the State of Wisconsin. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. The organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not the position will be sustained. The organization does not believe there are any material uncertain tax positions, and, accordingly, has not recognized any liability for unrecognized tax benefits. For the years ended June 30, 2021 and 2020, there were no interest or penalties recorded or included in the financial statements. Tax returns for the years 2018, 2017, and 2016 are still open and have not passed the statute of limitation for examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,752,908
Liabilities
$0
Net assets
$23,752,908
Revenue
$1,247,662
Expenses
$66,851
Net income
$1,180,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.41$1.09$0.32
2023Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$2.50$0.79$1.71
2022Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.44$0.08$1.37
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.25$0.07$1.18
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.25$0.66$0.41
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.81$0.71$1.10
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.92$0.67$1.25
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$2.19$0.61$1.59
2016Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.53$0.50$1.03
2015Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.06$0.59$0.47
2014Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.28$0.55$0.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.00$11.2$1.30$0.42$0.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$0.00$9.50$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.71$0.00$9.71$0.47