Civic Intelligence

Madison Symphony Orchestra Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1769944

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 08, 2019

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

4th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$173,595

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

61st percentile

7.0%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-5.8%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,527,758

Up $1,211,572 (+7.0%) from 2018

Net Assets

Up

$18,527,758

Up $1,211,572 (+7.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$1,811,372

Down $111,188 (-5.8%) from 2018

Expenses

Up

$712,215

Up $43,570 (+6.5%) from 2018

Net Income

Down

$1,099,157

Down $154,758 (-12%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$18,527,758
Liabilities$0
Net Assets$18,527,758

Operations Trend

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

2019

Revenue$1,811,372
Expenses$712,215
Net Income$1,099,157
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 8, 2019
Return Version
2018v3.1
Gross Receipts
$5,006,043
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$16,107,523$17,514,741▲ $1,407,218
Pledges and Grants Receivable$1,158,663$1,013,017▼ $145,646
Total Assets$17,316,186$18,527,758▲ $1,211,572
Other Assets Total$50,000$0▼ $50,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,975,452$9,554,769▲ $579,317
Unrestricted Net Assets$7,206,550$7,982,405▲ $775,855
Temporarily Rstr Net Assets$1,134,184$990,584▼ $143,600
Total Net Assets Fund Balance$17,316,186$18,527,758▲ $1,211,572
Total Liabilities and Net Assets / Fund Balance$17,316,186$18,527,758▲ $1,211,572

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2016$8,374,928$11,471--$8,386,399
2015$8,199,054$175,674--$8,374,928
Compensation and Service Providers

Board Members and Trustees

NameTitle
Douglas ReuhlPresident
Charles SteinhauerVice-president
Beth DettmanDirector
Elaine MischlerDirector
Elliott AbramsonDirector
Fred MohsDirector
Gary MecklenburgDirector
Jeff TicknorDirector
John WileyDirector
Marian BolzDirector
Nick MischlerDirector
Richard MackieSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$821,526
Program Service Revenue
$0
Investment Income
$989,846
Other Revenue
$0
All Other Contributions
$821,526
Change in Net Assets
$1,099,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$660,160
Other Expenses$52,055
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$660,160--$660,160
Fees for Service Investment Mgmnt Fees-$52,055-$52,055
Total Functional Expenses$660,160$52,055$0$712,215
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Madison Symphony Orchestra IncMadison, WI501(c)(3)Sponsor, Develop, and Promote Musical Programs$660,160
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
Annual disclosure for covered persons
Yes
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
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

John and marian bolz are married.

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

Policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Madison Symphony Orchestra Foundation
EIN
39-1769944
Phone
6082573734
Address
222 WEST WASHINGTON AVE - SUITE 460, MADISON, WI 53703-2719

Signing Officer

Name
Richard Mackie
Title
Secretary
Phone
6082573734
Signed
2019-12-08
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Bdo USA Llp
Address
ONE ERDMAN PLACE SUITE 404, MADISON, WI 53717
Preparer
Keith H Baumgartner
Phone
6088367500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B

The madison symphony orchestra foundation's financial statements are audited as part of the consolidated statements of the madison symphony orchestra.

Financial Statement Notes

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).

Raw XML AppendixShowing 400 of 477 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT MADISON SYMPHONY ORCHESTRA'S MISSION
IRS990/AllOtherContributionsAmt0821526
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD MACKIE
IRS990/BooksInCareOfDetail/PhoneNum06082573734
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0222 WEST WASHINGTON AVENUE 460
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053703
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0821526
IRS990/CYGrantsAndSimilarPaidAmt0660160
IRS990/CYInvestmentIncomeAmt0989846
IRS990/CYOtherExpensesAmt052055
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01099157
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0712215
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01811372
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TRANSFERRED FUNDS TO THE MADISON SYMPHONY ORCHESTRA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0660160
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt052055
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt052055
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118295
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0NICK MISCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD MACKIE
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY MECKLENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIAN BOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm4FRED MOHS
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUGLAS REUHL
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES STEINHAUER
IRS990/Form990PartVIISectionAGrp/PersonNm7ELLIOTT ABRAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm8BETH DETTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN WILEY
IRS990/Form990PartVIISectionAGrp/PersonNm10ELAINE MISCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFF TICKNOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1155300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0444897
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0660160
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0660160
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0660160
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03639568
IRS990/GrossReceiptsAmt05006043
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0544949
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0544949
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016107523
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017514741
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03194671
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017316186
IRS990/NetAssetsOrFundBalancesEOYAmt018527758
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0444897
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0444897
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0112415
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08975452
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09554769
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01158663
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01013017
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD MACKIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0911107
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0622495
IRS990/PYInvestmentIncomeAmt01011453
IRS990/PYOtherExpensesAmt046150
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01253915
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0668645
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01922560
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01099157
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390839707
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0660160
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MADISON SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0660160
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/CYEndwmtFundGrp/BeginningYearBalanceAmt08975452
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0579317
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09554769
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08388929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0586523
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08975452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08386399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02530
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08388929
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08374928
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011471
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08386399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08199054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0175674
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08374928
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0660160
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPONSOR, DEVELOP, AND PROMOTE MUSICAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MADISON SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390839707
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0222 WEST WASHINGTON AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053703
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0155300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018295
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD MACKIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0173595
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN AND MARIAN BOLZ ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO ASSUMING THEIR POSITIONS, ELECTED DIRECTORS SHALL BE CONFIRMED BY MAJORITY VOTE OF THE DIRECTORS OF MADISON SYMPHONY ORCHESTRA (THE SUPPORTED ORGANIZATION).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND GENERAL MANAGER OF THE MADISON SYMPHONY ORCHESTRA PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY IS REVIEWED ANNUALLY BY EVERY BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MADISON SYMPHONY ORCHESTRA FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MADISON SYMPHONY ORCHESTRA FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED AS PART OF THE CONSOLIDATED STATEMENTS OF THE MADISON SYMPHONY ORCHESTRA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MADISON SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390839707
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SPONSOR, DEVELOP, AND PROMOTE MUSICAL PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0222 WEST WASHINGTON AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053703
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0660160
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MADISON SYMPHONY ORCHESTRA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01134184
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0990584
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017316186
IRS990/TotalAssetsEOYAmt018527758

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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