Civic Intelligence

Milwaukee Symphony Orchestra Endowment Trust

990 • Fiscal year 2020 • EIN 39-6096874

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

212 W Wisconsin AveMilwaukee, WI 53203

(414) 291-6010

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-304%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

45th percentile

3.9%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-58%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,936,045

Up $73,023 (+3.9%) from 2019

Net Assets

Up

$1,936,045

Up $73,023 (+3.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$21,196

Down $29,495 (-58%) from 2019

Expenses

Down

$85,657

Down $203,248 (-70%) from 2019

Net Income

Up

-$64,461

Up $173,753 (+73%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,936,045
Liabilities$0
Net Assets$1,936,045

Operations Trend

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

2020

Revenue$21,196
Expenses$85,657
Net Income-$64,461
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.2
Gross Receipts
$476,054
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$1,685,509$1,761,012▲ $75,503
Savings and Temporary Cash Investments$23,949$19,612▼ $4,337
Other Notes and Loans Receivable, Net$9,325$6,918▼ $2,407
Accounts Receivable$1,342$899▼ $443
Total Assets$1,863,022$1,936,045▲ $73,023
Other Assets Total$142,897$147,604▲ $4,707
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,125,417$1,169,357▲ $43,940
Net Assets Without Donor Restrictions$737,605$766,688▲ $29,083
Total Net Assets Fund Balance$1,863,022$1,936,045▲ $73,023
Total Liabilities and Net Assets / Fund Balance$1,863,022$1,936,045▲ $73,023

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$147,604--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,863,022-▲ $158,680-$1,936,045
2019$2,080,323-▲ $71,604-$1,863,022
2018$2,010,690$61,914▲ $107,929$24,605$2,080,323
2017$1,984,400$62,018▲ $68,662$29,640$2,010,690
2016$1,982,711-▲ $76,721$29,721$1,984,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert WebsterAuthorized Trustee
Bruce LaningTrustee
Douglas HagermanTrustee
Steven EtzelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,489
Other Revenue
$4,707
Change in Net Assets
$-64,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,961
Other Expenses$9,696
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,961--$75,961
Fees for Service Investment Mgmnt Fees-$9,642-$9,642
Office Expenses-$54-$54
Total Functional Expenses$75,961$9,696$0$85,657
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milwaukee Symphony Orchestra IncMilwaukee, WI501(c)(3)To Further Programs$75,961
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
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
No
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 11B

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

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
EIN
39-6096874
Phone
4142916010
Address
212 W WISCONSIN AVE, MILWAUKEE, WI 53203

Signing Officer

Name
Bruce Laning
Title
Authorized Trustee
Phone
4142916010
Signed
2021-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 5 Trustees
Formed
1966
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Jill M Boyle CPA
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

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

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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/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. BOARD 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/ExplanationTxt1THE ANNUAL DISTRIBUTION FROM THE MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST IS A KEY SOURCE OF SUPPORT FOR THE MILWAUKEE SYMPHONY AND IS RELIED ON BY THE MSO IN ITS BUDGETING AND PLANNING.
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/CurrentYearAmt01890293
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01954713
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt021781
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt018687
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01723261
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01795397
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt028354
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt029321
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0145251
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0140629
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01861939
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01925392
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt065168
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt067389
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01890293
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01954713
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt065168
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt067389
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396023436
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt075961
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt075961
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.39600
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09696
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01863022
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01936045
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt075961
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07094
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02080323
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01863022
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0281811
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071604
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07684
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02010690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt061914
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02080323
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt067921
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107929
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt024605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01984400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt062018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02010690
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt065837
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068662
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt029640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010311
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01982711
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01984400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt035000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt076721
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt029721
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0147604
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60400
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0147604
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt075961
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396023436
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0212 W WISCONSIN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053203
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT 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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS PROVIDED TO THE TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396023436
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC PERFORMANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0212 W WISCONSIN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

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.$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