Form 990 for tax year 2023
Filed by MADISON SYMPHONY ORCHESTRA INC.
Totals
- Total revenue
- $6,038,169
- Total expenses
- $6,223,003
- Contributions and grants received
- $3,883,925
- Grants paid
- $106,222
- Program service revenue
- $2,100,587
- Investment income
- $133,961
- Other revenue
- -$80,304
- Total assets, end of year
- $8,135,720
- Total liabilities, end of year
- $1,347,417
- Net assets or fund balances, end of year
- $6,788,303
- Program services expenses (Part IX)
- $4,655,298
- Management and general expenses
- $1,566,215
- Fundraising expenses
- $1,490
- Program service expenses (Part III)
- $4,655,298
Program services were 74.8% 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.
-
1c · Fundraising events
$155,554
-
1d · Related organizations
$1,011,567
-
1e · Government grants (contributions)
$58,837
-
1f · All other contributions, gifts and grants
$2,657,967
-
1g · Noncash contributions included above
$45,228
-
2a · Program service revenue: TICKET SALES
total $1,785,950 · related or exempt $1,785,950
-
2b · Program service revenue: HIRED CONCERT INCOME
total $283,157 · related or exempt $283,157
-
2c · Program service revenue: EVENT INCOME
total $30,230 · related or exempt $30,230
-
2d · Program service revenue: REGISTRATION INCOME
total $1,250 · related or exempt $1,250
-
3 · Investment income
total $133,961 · excluded $133,961
-
8a · Fundraising events: gross income
$43,785
-
8a · Fundraising events: contributions included on line 1c
$155,554
-
8b · Fundraising events: direct expenses
$132,929
-
8c · Net income from fundraising events
total -$89,144 · excluded -$89,144
-
10a · Gross sales of inventory
$9,205
-
10b · Cost of goods sold
$9,415
-
10c · Net income from sales of inventory
total -$210 · excluded -$210
-
11a · Other revenue: OTHER INCOME
total $5,018 · excluded $5,018
-
11b · Other revenue: PROGRAM ADVERTISING
total $4,032 · unrelated business $4,032
-
11e · Other revenue, total
$9,050
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $106,222 · program services $106,222
-
5 · Compensation of officers, directors and key employees
total $634,196 · program services $489,930 · management and general $144,266
-
7 · Other salaries and wages
total $2,701,758 · program services $1,902,669 · management and general $799,089
-
9 · Other employee benefits
total $252,406 · program services $252,406
-
10 · Payroll taxes
total $218,557 · program services $150,167 · management and general $68,390
-
11c · Fees: accounting
total $32,025 · management and general $32,025
-
11g · Fees: other
total $79,437 · management and general $79,437
-
12 · Advertising and promotion
total $397,541 · program services $397,541
-
13 · Office expenses
total $104,671 · program services $101,290 · management and general $3,381
-
16 · Occupancy
total $115,633 · management and general $115,633
-
17 · Travel
total $44,805 · program services $16,084 · management and general $28,721
-
19 · Conferences, conventions and meetings
total $45,991 · management and general $45,991
-
22 · Depreciation, depletion and amortization
total $34,551 · management and general $34,551
-
23 · Insurance
total $43,271 · management and general $43,271
-
24a · Other expenses: CONCERT PRODUCTION
total $1,075,622 · program services $1,047,499 · management and general $28,123
-
24b · Other expenses: MEMBERSHIP EXPENSE
total $123,557 · program services $122,067 · fundraising $1,490
-
24c · Other expenses: EQUIPMENT LEASE/MAINTEN
total $39,254 · program services $39,254
-
24d · Other expenses: DUES/SUBSCRIPTIONS
total $29,113 · program services $29,113
-
24e · All other expenses
total $144,393 · program services $1,056 · management and general $143,337
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $671,423 · end of year $782,175
-
2 · Savings and temporary cash investments
beginning of year $1,616,078 · end of year $1,280,713
-
3 · Pledges and grants receivable
beginning of year $20,000 · end of year $0
-
4 · Accounts receivable
beginning of year $2,690 · end of year $6,600
-
9 · Prepaid expenses and deferred charges
beginning of year $72,524 · end of year $141,043
-
10a · Land, buildings and equipment: cost or other basis
$686,941
-
10b · Land, buildings and equipment: accumulated depreciation
$529,621
-
10c · Land, buildings and equipment, net
beginning of year $181,525 · end of year $157,320
-
11 · Investments: publicly traded securities
beginning of year $3,303,669 · end of year $3,588,170
-
15 · Other assets
beginning of year $2,267,593 · end of year $2,179,699
-
17 · Accounts payable and accrued expenses
beginning of year $30,255 · end of year $90,272
-
19 · Deferred revenue
beginning of year $924,790 · end of year $954,064
-
25 · Other liabilities
beginning of year $390,779 · end of year $303,081
-
27 · Net assets without donor restrictions
beginning of year $5,799,036 · end of year $6,773,220
-
28 · Net assets with donor restrictions
beginning of year $990,642 · end of year $15,083
Mission and programs · 2023
Mission
TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION.
Activities or mission (Part I)
TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF THE MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION.
-
SUBSCRIPTION CONCERTS - 24 PERFORMANCES IN ORDER TO PROMOTE MUSICAL EXCELLENCE IN THE COMMUNITY WITH 29,695 CONCERT ATTENDEES FOR THE YEAR ENDING 06/30/2024.
Expenses $4,543,634 · Revenue $2,071,713
-
EDUCATIONAL CONCERTS PROVIDED FOR THE COMMUNITY. FOR THE YEAR ENDING 06/30/2024, THERE WERE 8 FULL ORCHESTRA CONCERTS AND 150 SMALL ENSEMBLE CONCERTS. EDUCATIONAL PROGRAMS HAVE A WIDE RANGE OF AUDIENCES. SYMPHONY SOUP: SYMPHONY SOUP IS A SPECIAL WAY FOR STUDENTS IN KINDERGARTEN THROUGH THIRD GRADE TO LEARN ABOUT CLASSICAL MUSIC THROUGH THE EXPERIENCE OF A LIVE SYMPHONY CONCERT. SYMPHONY SOUP CONVEYS THE WAY INGREDIENTS, SPICES, AND FLAVORS COMBINE IN A DELICIOUS BOWL OF SOUP, JUST AS MUSICAL INSTRUMENTS COME TOGETHER TO CREATE BEAUTIFUL MUSIC THAT CAN LIFT AND REFRESH THE SOUL. LINK UP: LINK UP IS A MUSIC EDUCATION PROGRAM CREATED BY CARNEGIE HALL'S WEILL MUSIC INSTITUTE THAT GIVES STUDENTS IN GRADES 3-5 THE OPPORTUNITY TO EXPLORE MUSIC THROUGH A YEARLONG CURRICULUM OF CLASSROOM ACTIVITIES DURING WHICH THEY LEARN TO PLAY THE SOPRANO RECORDER. A CULMINATING CONCERT BRINGS THE STUDENTS INTO OVERTURE'S CAPITOL THEATER TO PERFORM WITH THE MSO! FALL YOUTH CONCERTS: JOIN US TO EXPERIENCE THE FASCINATING INTERPLAY OF LIVE MUSIC AND REAL-TIME ILLUSTRATIONS DURING STRAVINSKY'S THE FIREBIRD, FEATURING LOCAL ARTIST AND PROFESSIONAL ILLUSTRATOR T.L. LUKE WITH NARRATION BY SPECIAL GUEST LINDA VAKUNTA, DEPUTY MAYOR OF THE CITY OF MADISON. YOUNG PEOPLE'S CONCERTS: THE MSO'S SPRING YOUNG PEOPLE'S CONCERT IS OPEN TO AND DESIGNED FOR STUDENTS IN MIDDLE AND HIGH SCHOOL. CONCERT PREP MATERIALS APPROPRIATE FOR EACH AGE GROUP WILL BE DESIGNED AND MADE AVAILABLE TO ALL TEACHERS ON THE MADISON SYMPHONY ORCHESTRA'S WEBSITE. UP CLOSE AND MUSICAL: UP CLOSE AND MUSICAL BRINGS THE POWER AND BEAUTY OF CLASSICAL MUSIC INTO THE CLASSROOMS OF ELEMENTARY SCHOOLS THROUGHOUT DANE COUNTY. THE CURRICULUM IS GUIDED BY THE COMPREHENSIVE MUSICIANSHIP THROUGH PERFORMANCE MODEL AND ACADEMIC STANDARDS FOR MUSIC, BRINGING THE HUNT QUARTET INTO ELEMENTARY SCHOOLS FOUR TIMES EACH YEAR. SCHOOL VISITS TAKE PLACE IN OCTOBER, NOVEMBER, MARCH, & APRIL. INDIVIDUAL QUARTET MEMBERS VISIT SEPARATE CLASSROOMS TO CONDUCT EXCITING AND INTERACTIVE LESSONS THAT SEND STUDENTS ON A HUNT FOR THE CONCEPTS OF MELODY, RHYTHM, EXPRESSION, AND FORM TUNE UP FOR THE CONCERTS PRE-CONCERT TALKS FOR ADULTS! PRELUDE DISCUSSIONS ENRICH THE CONCERT EXPERIENCE WITH INSIGHTS INTO THE MUSIC AND THE LIVES OF THE COMPOSERS. STEP INTO THE HUSHED AND INTIMATE ATMOSPHERE OF OVERTURE HALL WITH JUST A HANDFUL OF OTHER MUSIC LOVERS FOR A CONVERSATION WITH THE MAESTRO, GUEST CONDUCTOR, OR EVEN ON RARE OCCASIONS THE COMPOSER.
Expenses $111,664 · Grants $106,222 · Revenue $28,874
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ELLSWORTH BROWN
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHAEL P RICHMAN
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
DOUGLAS REUHL
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JANE HAMBLEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
ELAINE MISCHLER
IMMEDIATE PAST CHAIR - EX OFFICIO
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LYNN STATHAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KAY SCHWICHTENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JON PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF BAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN SIMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TAMERA STANLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOSE MADERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD STUART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN J O'CONNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
OSCAR MIRELES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT DINNDORF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARGARET PYLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK HUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARTHA CASEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNA TRULL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL ZORICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MONIQUE SCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARC FINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES DAHLBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL NORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANN LINDSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AUDREY DYBDAHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN CHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CARLA ALVARADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROLE SCHAEFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CYRENA PONDROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARGARET MURPHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID HARDING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RUBEN ANTHONY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ELTON CRIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ERIC WILCOTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DERRICK SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MOOYOUNG KIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CASEY OELKERS
DIRECTOR OF DEVELOPMENT
- Total calculated
- $138,878
- From this org
- $109,948
- From related orgs
- $0
- Other
- $28,930
- Hours/week
- 40
-
ROBERT REED
EXECUTIVE DIRECTOR
- Total calculated
- $182,716
- From this org
- $171,328
- From related orgs
- $0
- Other
- $11,388
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $171,328
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,388
- Filer's total
- $182,716
-
JOHN DEMAIN
MUSIC DIRECTOR
- Total calculated
- $268,876
- From this org
- $257,488
- From related orgs
- $0
- Other
- $11,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $257,488
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,388
- Filer's total
- $268,876
-
ANN BOWEN
GENERAL MANAGER
- Total calculated
- $137,013
- From this org
- $108,083
- From related orgs
- $0
- Other
- $28,930
- 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 · 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
-
GENERAL SUPPORT
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.
-
MADISON SYMPHONY ORCHESTRA FOUNDATION
501(C)(3) · SUPPORT THE MISSION OF THE MADISON SYMPHONY ORCHESTRA · WI · controlled entity
Directly controlled by MADISON SYMPHONY ORCHESTRA INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500309349300215
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