Civic Intelligence

Milwaukee Symphony Orchestra Endowment Trust

990 • Fiscal year 2013 • EIN 39-6096874

Sep 01, 2012 to Aug 31, 2013 • Filed on Feb 06, 2014

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

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,007,009

Down $3,548 (-0.2%) from 2012

Net Assets

Up

$1,999,467

Up $244 (+0.0%) from 2012

Liabilities

Down

$7,542

Down $3,792 (-33%) from 2012

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin82nd percentile

Revenue

Down

$62,984

Down $995,947 (-94%) from 2012

Expenses

Down

$45,922

Down $7,210,645 (-99%) from 2012

Net Income

Up

$17,062

Up $6,214,698 (+100%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$10M$5.0M$0Assets 2011: $8,975,815Liabilities 2011: $7,968,518Net Assets 2011: $1,007,2972011Assets 2012: $2,010,557Liabilities 2012: $11,334Net Assets 2012: $1,999,2232012Assets 2013: $2,007,009Liabilities 2013: $7,542Net Assets 2013: $1,999,4672013Assets 2014: $2,063,310Liabilities 2014: $160Net Assets 2014: $2,063,1502014Assets 2015: $1,982,872Liabilities 2015: $160Net Assets 2015: $1,982,7122015Assets 2016: $1,984,559Liabilities 2016: $160Net Assets 2016: $1,984,3992016Assets 2017: $2,010,689Liabilities 2017: $0Net Assets 2017: $2,010,6892017Assets 2018: $2,080,323Liabilities 2018: $0Net Assets 2018: $2,080,3232018Assets 2019: $1,863,022Liabilities 2019: $0Net Assets 2019: $1,863,0222019Assets 2020: $1,936,045Liabilities 2020: $0Net Assets 2020: $1,936,0452020Assets 2021: $2,165,248Liabilities 2021: $0Net Assets 2021: $2,165,2482021Assets 2022: $1,845,301Liabilities 2022: $0Net Assets 2022: $1,845,3012022Assets 2023: $1,883,416Liabilities 2023: $0Net Assets 2023: $1,883,4162023Assets 2024: $2,056,176Liabilities 2024: $0Net Assets 2024: $2,056,1762024

Highlighted filing

2013

Assets$2,007,009
Liabilities$7,542
Net Assets$1,999,467
Open 2013 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,076,393Expenses 2011: $1,067,512Net Income 2011: $8,8812011Revenue 2012: $1,058,931Expenses 2012: $7,256,567Net Income 2012: -$6,197,6362012Revenue 2013: $62,984Expenses 2013: $45,922Net Income 2013: $17,0622013Revenue 2014: $114,593Expenses 2014: $44,042Net Income 2014: $70,5512014Revenue 2015: $79,853Expenses 2015: $138,506Net Income 2015: -$58,6532015Revenue 2016: $63,423Expenses 2016: $75,032Net Income 2016: -$11,6092016Revenue 2017: $127,538Expenses 2017: $104,390Net Income 2017: $23,1482017Revenue 2018: $186,609Expenses 2018: $100,210Net Income 2018: $86,3992018Revenue 2019: $50,691Expenses 2019: $288,905Net Income 2019: -$238,2142019Revenue 2020: $21,196Expenses 2020: $85,657Net Income 2020: -$64,4612020Revenue 2021: $92,804Expenses 2021: $81,807Net Income 2021: $10,9972021Revenue 2022: $74,486Expenses 2022: $87,424Net Income 2022: -$12,9382022Revenue 2023: $51,966Expenses 2023: $93,917Net Income 2023: -$41,9512023Revenue 2024: $80,563Expenses 2024: $90,748Net Income 2024: -$10,1852024

Highlighted filing

2013

Revenue$62,984
Expenses$45,922
Net Income$17,062
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Feb 6, 2014
Return Version
2012v2.1
Gross Receipts
$946,992
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 the events of cultural significance, relevance and artistic challenge.

Filing and Contact Details

Filer

EIN
39-6096874
Raw XML AppendixShowing 400 of 425 raw XML fields

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IRS990/TotalLiabilitiesEOY07542
IRS990/TotalLiabNetAssetsFundBalances/BOY02010557
IRS990/TotalLiabNetAssetsFundBalances/EOY02007009
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01999223
IRS990/TotalNetAssetsFundBalances/EOY01999467
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue08700
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense029640
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear062984
IRS990/TotalRevenue/ExclusionAmount062820
IRS990/TotalRevenuePriorYear01058931
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome014
IRS990/TotalRevenue/TotalRevenueColumn062984
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0682506
IRS990/UnrestrictedNetAssets/EOY0819574
IRS990/UponRequest0X
IRS990/WebSite0WWW.MSO.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01966
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0396096874
ReturnHeader/Filer/Name/BusinessNameLine10MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,007,009
Liabilities
$7,542
Net assets
$1,999,467
Revenue
$62,984
Expenses
$45,922
Net income
$17,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.02$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.05$0.29$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.19$0.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.13$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$0.06$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.11$0.04$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.01$2.00$0.06$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$2.01$0.01$2.00$1.06$7.26$6.20
2011Summary only. Only limited summary data is available for this year.$8.98$7.97$1.01$1.08$1.07$0.01