Civic Intelligence

Milwaukee Symphony Orchestra Endowment Trust

990 • Fiscal year 2015 • EIN 39-6096874

Sep 01, 2014 to Aug 31, 2015 • Filed on May 24, 2016

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

(414) 291-6010

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-73%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

27th percentile

-3.9%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,982,872

Down $80,438 (-3.9%) from 2014

Net Assets

Down

$1,982,712

Down $80,438 (-3.9%) from 2014

Liabilities

Flat

$160

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin4th percentile

Revenue

Down

$79,853

Down $34,740 (-30%) from 2014

Expenses

Up

$138,506

Up $94,464 (+214%) from 2014

Net Income

Down

-$58,653

Down $129,204 (-183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2015

Assets$1,982,872
Liabilities$160
Net Assets$1,982,712
Open 2015 Filing

Operations Trend

Revenue Growth10th 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

2015

Revenue$79,853
Expenses$138,506
Net Income-$58,653
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
May 24, 2016
Return Version
2014v6.0
Gross Receipts
$700,822
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.

To support the programs of the milwaukee symphony orchestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,681,421$1,647,447▼ $33,974
Savings and Temporary Cash Investments$34,486$39,591▲ $5,105
Other Notes and Loans Receivable, Net$90,019$29,969▼ $60,050
Accounts Receivable$9,244$8,956▼ $288
Total Assets$2,063,310$1,982,872▼ $80,438
Other Assets Total$248,140$256,909▲ $8,769
Liabilities
Other Liabilities$160$160→ $0
Total Liabilities$160$160→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,151,409$1,160,178▲ $8,769
Unrestricted Net Assets$854,384$744,718▼ $109,666
Temporarily Rstr Net Assets$57,357$77,816▲ $20,459
Total Net Assets Fund Balance$2,063,150$1,982,712▼ $80,438
Total Liabilities and Net Assets / Fund Balance$2,063,310$1,982,872▼ $80,438

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$256,909--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,063,150-▲ $58,067$29,640$1,982,711
2014$1,999,467-▲ $107,725$29,640$2,063,150
2013$1,999,223$150▲ $46,016$29,640$1,999,467
2012$1,007,297$574▲ $299,089$-7,919,094$1,999,223
2011$2,381,810$25,000▲ $1,054,431$1,562,326$1,007,297
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert WebsterAuthorized Trustee
Bruce LaningTrustee
Charles KrauseTrustee
Karen GuyTrustee
William NasgovitzTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,084
Other Revenue
$8,769
Change in Net Assets
$-58,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Other Expenses$38,506
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Other Expenses$29,640--$29,640
Fees for Service Investment Mgmnt Fees-$8,866-$8,866
Total Functional Expenses$129,640$8,866$0$138,506
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milwaukee Symphony Orchestra IncMilwaukee, WI501(c)(3)To Further Programs$100,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Investment Fees$160
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A draft of the 990 is provided to the trustees before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The endowment trust reviews compliance with conflict of interest statements on an annual basis.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Symphony Orchestra Endowment Trust
EIN
39-6096874
Phone
4142916010
Address
1101 N MARKET STREET NO 100, MILWAUKEE, WI 53202

Signing Officer

Name
Robert Webster
Title
Authorized Trustee
Phone
4142916010
Signed
2016-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 5 Trustees
Formed
1966
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
Bryan L Pautsch CPA
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the programs of the milwaukee symphony orchestra, inc.”

Raw XML AppendixShowing 400 of 499 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/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 ENDOWMENT TRUST AND MILWAUKEE SYMPHONY ORCHESTRA, INC. HAVE A CLOSE AND CONTINUOUS WORKING RELATIONSHIP TOGETHER. A MSO, INC. MEMBER ATTENDS THE BOARD OF DIRECTORS MEETING FOR MSO ENDOWMENT TRUST, DISCUSSES THE CONCERNS OF MSO, INC. WITH MSO ENDOWMENT TRUST ON A REGULAR BASIS, HELPS MANAGE THE TIMING OF THE DISTRIBUTIONS OF GRANTS, AND DISCUSSES THE INVESTMENT POLICY FOR MSO ENDOWMENT TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST SUPPORT IS NECESSARY TO AVOID THE INTERRUPTION OF GENERAL OPERATIONS OF MSO, INC.
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/CurrentYearAmt01953998
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01923124
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt037039
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt034643
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01664434
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01644664
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt029310
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt028847
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0252525
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0243817
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01924688
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01894277
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt067364
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt066300
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01953998
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01923124
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt067364
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt066300
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396023436
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MSO INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0100000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.38000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08866
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02063150
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01982711
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt058067
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt029640
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014402
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01999467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02063150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107725
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt029640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt016282
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01999223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01999467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt029640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt027989
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01007297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01999223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07198842
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0299089
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-7919094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt032885
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02381810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01007297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0858733
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01054431
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01562326
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0256909
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INVESTMENT FEES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.58000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0256909
IRS990ScheduleD/TotalLiabilityAmt0160
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396023436
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01101 N MARKET ST STE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053202
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 ENDOWMENT 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/ExplanationTxt1THE ENDOWMENT TRUST REVIEWS COMPLIANCE WITH CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396023436
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391715515
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC PERFORMANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT MSO, INC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01101 N MARKET ST STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11101 N MARKET ST STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,982,872
Liabilities
$160
Net assets
$1,982,712
Revenue
$79,853
Expenses
$138,506
Net income
-$58,653
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