Civic Intelligence

Milwaukee Symphony Orchestra Endowment Trust

990 • Fiscal year 2023 • EIN 39-6096874

Sep 01, 2022 to Aug 31, 2023 • Filed on May 15, 2024

Organization ProfileWWW.MSO.ORG
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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

2.1%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,883,416

Up $38,115 (+2.1%) from 2022

Net Assets

Up

$1,883,416

Up $38,115 (+2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Down

$51,966

Down $22,520 (-30%) from 2022

Expenses

Up

$93,917

Up $6,493 (+7.4%) from 2022

Net Income

Down

-$41,951

Down $29,013 (-224%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$1,883,416
Liabilities$0
Net Assets$1,883,416
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$51,966
Expenses$93,917
Net Income-$41,951
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$430,264
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$1,642,195$1,654,458▲ $12,263
Savings and Temporary Cash Investments$43,108$62,502▲ $19,394
Other Notes and Loans Receivable, Net$6,918$2,762▼ $4,156
Accounts Receivable$645$953▲ $308
Total Assets$1,845,301$1,883,416▲ $38,115
Other Assets Total$152,435$162,741▲ $10,306
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,209,850$1,199,544▼ $10,306
Net Assets Without Donor Restrictions$635,451$683,872▲ $48,421
Total Net Assets Fund Balance$1,845,301$1,883,416▲ $38,115
Total Liabilities and Net Assets / Fund Balance$1,845,301$1,883,416▲ $38,115

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$162,741--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,845,302$1,000▲ $126,952-$1,879,337
2022$2,165,249-▼ $232,523-$1,845,302
2021$1,936,045-▲ $311,010-$2,165,249
2020$1,863,022-▲ $158,680-$1,936,045
2019$2,080,323-▲ $71,604-$1,863,022
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bruce LaningAuthorized Trustee
Amy CroenTrustee
Bartholomew ReuterTrustee
David UileinTrustee
Douglas HagermanTrustee
Steven EtzelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$46,886
Other Revenue
$5,080
Change in Net Assets
$-41,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,028
Other Expenses$10,889
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$83,028--$83,028
Fees for Service Investment Mgmnt Fees-$7,008-$7,008
Fees for Services Other-$3,881-$3,881
Total Functional Expenses$83,028$10,889$0$93,917
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milwaukee Symphony Orchestra IncMilwaukee, WI501(c)(3)To Further Programs$83,028
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 Long-term
EIN
39-6096874
Phone
4142916010
Address
212 W WISCONSIN AVE, MILWAUKEE, WI 53203

Signing Officer

Name
Bruce Laning
Title
Authorized Trustee
Phone
4142916010
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Committee of 5 Trustees
Formed
1966
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Sikich LLC
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
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.”

Raw XML AppendixShowing 400 of 492 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/CYDistributableAsAdjustedAmt068868
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt083028
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt083028
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/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND 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 LONG-TERM FUND, DISCUSSES THE CONCERNS OF MSO, INC. WITH MSO LONG-TERM FUND ON A REGULAR BASIS, HELPS MANAGE THE TIMING OF THE DISTRIBUTIONS OF GRANTS, AND DISCUSSES THE INVESTMENT POLICY FOR MSO LONG-TERM FUND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ANNUAL DISTRIBUTION FROM THE MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND 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/CurrentYearAmt01856180
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01997622
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt052805
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt028590
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01648327
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01816597
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt027843
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt029964
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0155048
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0152435
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01828337
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01967658
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt063992
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt068868
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01856180
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01997622
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt063992
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt068868
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396023436
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt083028
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILWAUKEE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt083028
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.35902
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010889
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01845302
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01879337
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt083028
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0126952
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02165249
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01845302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt079325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-232523
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01936045
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02165249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt074356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0311010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09696
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01863022
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01936045
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt075961
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02080323
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01863022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0281811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071604
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0162741
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.64098
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0162741
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt083028
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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 LONG-TERM FUND 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 LONG-TERM FUND 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/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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,883,416
Liabilities
$0
Net assets
$1,883,416
Revenue
$51,966
Expenses
$93,917
Net income
-$41,951
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