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Nonprofiteer
← MILWAUKEE SYMPHONY ORCHESTRA INC

Form 990 for tax year 2022

Filed by MILWAUKEE SYMPHONY ORCHESTRA INC.

Totals

Total revenue
$18,464,144
Total expenses
$23,261,189
Contributions and grants received
$13,380,852
Grants paid
$0
Program service revenue
$4,919,489
Investment income
$29,207
Other revenue
$134,596
Total assets, end of year
$124,197,590
Total liabilities, end of year
$7,378,432
Net assets or fund balances, end of year
$116,819,158
Program services expenses (Part IX)
$17,204,590
Management and general expenses
$4,603,154
Fundraising expenses
$1,453,445
Program service expenses (Part III)
$17,204,590

Program services were 74.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,487,164

  • 1c · Fundraising events

    $112,127

  • 1d · Related organizations

    $1,098,316

  • 1e · Government grants (contributions)

    $128,633

  • 1f · All other contributions, gifts and grants

    $10,554,612

  • 1g · Noncash contributions included above

    $5,714,161

  • 2a · Program service revenue: TICKET SALES

    total $4,185,571 · related or exempt $4,185,571

  • 2b · Program service revenue: FEE FOR SERVICE

    total $733,918 · related or exempt $733,918

  • 3 · Investment income

    total $32,777 · excluded $32,777

  • 7b · Less cost or other basis and sales expenses

    other assets $3,570

  • 7c · Gain or loss

    other assets -$3,570

  • 7d · Net gain or loss

    total -$3,570 · excluded -$3,570

  • 8a · Fundraising events: gross income

    $246,723

  • 8a · Fundraising events: contributions included on line 1c

    $112,127

  • 8b · Fundraising events: direct expenses

    $112,127

  • 8c · Net income from fundraising events

    total $134,596 · excluded $134,596

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $601,584 · management and general $397,552 · fundraising $204,032

  • 7 · Other salaries and wages

    total $9,562,201 · program services $8,525,927 · management and general $509,863 · fundraising $526,411

  • 8 · Pension plan contributions

    total $819,925 · program services $702,556 · management and general $62,581 · fundraising $54,788

  • 9 · Other employee benefits

    total $1,785,633 · program services $1,547,968 · management and general $116,839 · fundraising $120,826

  • 10 · Payroll taxes

    total $954,751 · program services $826,679 · management and general $60,238 · fundraising $67,834

  • 11e · Fees: professional fundraising services

    total $137,912 · fundraising $137,912

  • 11g · Fees: other

    total $2,222,270 · program services $1,851,035 · management and general $268,750 · fundraising $102,485

  • 12 · Advertising and promotion

    total $108,688 · program services $80,610 · management and general $28,078

  • 13 · Office expenses

    total $480,172 · program services $242,919 · management and general $185,745 · fundraising $51,508

  • 16 · Occupancy

    total $3,747,118 · program services $1,469,661 · management and general $2,224,884 · fundraising $52,573

  • 17 · Travel

    total $36,463 · program services $21,559 · management and general $6,442 · fundraising $8,462

  • 19 · Conferences, conventions and meetings

    total $60,904 · program services $15,865 · management and general $13,381 · fundraising $31,658

  • 20 · Interest

    total $168,543 · program services $48,381 · management and general $107,485 · fundraising $12,677

  • 22 · Depreciation, depletion and amortization

    total $126,366 · management and general $126,366

  • 23 · Insurance

    total $115,467 · program services $46,358 · management and general $69,109

  • 24a · Other expenses: SUBSCRIBER EVENT CATERI

    total $1,097,490 · program services $993,098 · management and general $101,734 · fundraising $2,658

  • 24b · Other expenses: PRODUCTION COSTS

    total $894,209 · program services $828,458 · management and general $50,897 · fundraising $14,854

  • 24c · Other expenses: MISCELLANEOUS

    total $271,172 · management and general $271,172

  • 24d · Other expenses: BANK FEES

    total $70,321 · program services $3,516 · management and general $2,038 · fundraising $64,767

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,087,044 · end of year $1,855,205

  • 3 · Pledges and grants receivable

    beginning of year $11,256,291 · end of year $6,570,324

  • 4 · Accounts receivable

    beginning of year $625,800 · end of year $199,905

  • 9 · Prepaid expenses and deferred charges

    beginning of year $662,006 · end of year $652,430

  • 10a · Land, buildings and equipment: cost or other basis

    $1,328,216

  • 10b · Land, buildings and equipment: accumulated depreciation

    $903,041

  • 10c · Land, buildings and equipment, net

    beginning of year $450,569 · end of year $425,175

  • 15 · Other assets

    beginning of year $107,396,181 · end of year $114,494,551

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,545,320 · end of year $1,804,815

  • 19 · Deferred revenue

    beginning of year $1,983,049 · end of year $2,490,514

  • 23 · Secured mortgages and notes payable

    beginning of year $1,000,000 · end of year $570,200

  • 24 · Unsecured notes and loans payable

    beginning of year $7,044

  • 25 · Other liabilities

    beginning of year $2,650,527 · end of year $2,512,903

  • 27 · Net assets without donor restrictions

    beginning of year $80,728,716 · end of year $83,434,088

  • 28 · Net assets with donor restrictions

    beginning of year $33,563,235 · end of year $33,385,070

Mission and programs · 2022

Mission

THE MILWAUKEE SYMPHONY ORCHESTRA, INC. ("MSO") REACHES OUT TO DIVERSE AUDIENCES THROUGH CONCERT PERFORMANCES AND NATIONALLY RECOGNIZED EDUCATION AND OUTREACH PROGRAMS. ALL PROGRAMS ARE GUIDED BY THE MSO FAMILY SHARED VISION WHICH STATES THAT THE MSO EXISTS FOR THREE PURPOSES: TO COMFORT, EDUCATE, ENTERTAIN AND EXHILARATE THE HUMAN SOUL THROUGH EVENTS OF CULTURAL SIGNIFICANCE, RELEVANCE AND ARTISTIC CHALLENGE; TO EMBRACE, PRESERVE AND FOSTER OUR MUSICAL HERITAGE; AND TO ENHANCE THE VIBRANCY OF OUR COMMUNITY.

Activities or mission (Part I)

PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC.

  • THE MILWAUKEE SYMPHONY ORCHESTRA IS AMONG THE FINEST ORCHESTRAS IN THE NATION AND THE LARGEST CULTURAL ORGANIZATION IN WISCONSIN. SINCE ITS INCEPTION IN 1959, THE MSO HAS RECEIVED CRITICAL ACCLAIM FOR ARTISTIC EXCELLENCE. IN ADDITION TO MAKING A $44.3 MILLION ECONOMIC IMPACT IN THE MILWAUKEE METROPOLITAN AREA AND INFUSING $90 MILLION INTO WEST WISCONSIN AVENUE WHEN WE RESTORED THE WARNER GRAND THEATER, THE 70 FULL-TIME PROFESSIONAL MUSICIANS IN THE SYMPHONY PERFORM MORE THAN 135 CONCERTS EACH SEASON FOR OVER 200,000 PATRONS.

    Expenses $16,767,311 · Revenue $4,824,281

  • EDUCATION IS INTEGRAL TO THE MISSION OF THE MILWAUKEE SYMPHONY ORCHESTRA AND COMPRISES TWO MAIN COMPONENTS: K-12 IN-SCHOOL AND EDUCATION PROGRAMS THAT ADDRESS THE NEED FOR INTEGRATED, HIGH-QUALITY ARTS EDUCATION IN THE PUBLIC SCHOOLS AND TRAINING OF YOUNG PROFESSIONAL MUSICIANS THROUGH PROGRAMS SUCH AS STARS OF TOMORROW CONCERTS AND SIDE-BY-SIDE COMPETITION, AND THE WISCONSIN YOUTH PIANO COMPETITION. THE K-12 EDUCATION PROGRAMS OF THE MSO NOT ONLY PROVIDE ACCESS TO THE ARTS FOR UNDERSERVED STUDENTS AND FAMILIES, THEY ALSO ADDRESS THE NEED FOR INTEGRATED HIGH-QUALITY ARTS EXPOSURE AND EDUCATION IN THE PUBLIC SCHOOLS AS REQUIRED BY THE WISCONSIN DEPARTMENT OF EDUCATION. THESE INITIATIVES CURRENTLY SERVE MORE THAN 30,000 STUDENTS AND HUNDREDS OF TEACHERS STATEWIDE, AND ARE DEVELOPED IN CONFORMITY WITH THE NATIONAL STANDARDS FOR ARTS EDUCATION AND THE WISCONSIN COMMON CORE STANDARDS. THE MSO CONTINUES TO ADAPT ITS EXISTING PROGRAMS AND DEVELOP NEW PROGRAMS THAT SUPPORT EDUCATION REFORM IN WISCONSIN. THIS EFFORT HAS BECOME EVEN MORE CRITICAL AS PROGRAMS IN THE ARTS HAVE BEEN DECIMATED BY DEEP CUTS TO THE EDUCATION BUDGET OF THE STATE. THE MSO OFFERED TWO CONCERTS IN 2023 THAT REACHED 70,000 STUDENTS ALL AROUND THE STATE AND BEYOND, AND 20 ACE VIDEOS THAT REACHED OVER 6,000 STUDENTS AT 30 SCHOOLS IN THE 2022-2023 SEASON.

    Expenses $437,279 · Revenue $95,208

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Niehaus

    PRESIDENT & EXECUTIVE DIRECTOR

    Total calculated
    $408,969
    From this org
    $381,635
    From related orgs
    $0
    Other
    $27,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,658
    Bonus
    $34,977
    Other
    $0
    Deferred
    $8,839
    Nontaxable benefits
    $18,495
    Filer's total
    $408,969

  • Ken Masur

    MUSIC DIRECTOR

    Total calculated
    $329,338
    From this org
    $292,290
    From related orgs
    $0
    Other
    $37,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,290
    Bonus
    $0
    Other
    $0
    Deferred
    $8,662
    Nontaxable benefits
    $28,386
    Filer's total
    $329,338

  • Susan Martin

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • Andy Nunemaker

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    10

  • David Uihlein

    HONORARY CO-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Julie Uihlein

    HONORARY CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Murphy

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Alyce Coyne Katayama

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Kate Brewer

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Costakos

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Dirks

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Douglas Hagerman

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Steve Hancock

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlotte Hayslett

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Hobbs

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Hung

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Jorgensen

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Mahler

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mark Metzendorf

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher Miller

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Monnat

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christian Mitchell

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maura Packham

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leslie Plamann

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael J Schmitz

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Schmutzer

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Schwister

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dale Smith

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gregory Smith

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Dick Stoll

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Haruki Toyama

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Herb Zien

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sachin Chheda

    COUNTY APPOINTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pegge Sytkowski

    COUNTY APPOINTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Francis Wasielewski

    COUNTY APPOINTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fiesha Lynn Bell

    CITY APPOINTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher Layden

    CITY APPOINTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Garren Randolph

    CITY APPOINTED DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robin Sasman Thru 122322

    VP AND CHIEF FINANCIAL OFFICER

    Total calculated
    $163,915
    From this org
    $132,732
    From related orgs
    $0
    Other
    $31,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,732
    Bonus
    $0
    Other
    $0
    Deferred
    $4,028
    Nontaxable benefits
    $27,155
    Filer's total
    $163,915

  • Thomas Lindow Start 013023

    VP AND CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    40

  • Bret Dorhout

    VP ARTISTIC PLANNING

    Total calculated
    $147,949
    From this org
    $134,266
    From related orgs
    $0
    Other
    $13,683
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TNSH LANDLORD LLC

    EXCLUDED · DEVELOP THE WARNER GRAND THEATRE · WI · 1% owned · share of income $127,832 · share of assets $3,866,769

    Directly controlled by TNSH MANAGER LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TNSH MANAGER LLC

    C · MANAGEMENT SERVICES · WI · 100% owned · share of income $3,068,030 · share of assets $92,802,522 · controlled entity

    Directly controlled by MILWAUKEE SYMPHONY ORCHESTRA INC

Provenance

Return type
form_990
Tax year
2022
Filed
3 July 2024
IRS schema version
2022v5.0
Source object
202421929349300542

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