2026-04-11T14:22:00-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-07-01 390839707 MADISON SYMPHONY ORCHESTRA INC MADI 6082573734 222 WEST WASHINGTON AVE 460 MADISON WI 53703 ROBERT A REED EXECUTIVE DIRECTOR 6082573734 2026-04-02 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2026-03-30 2024 2025-03-06 01:10:19Z ROBERT A REED 222 WEST WASHINGTON AVE 460 MADISON WI 53703 6985602 0 X WWW.MADISONSYMPHONY.ORG X 1925 WI TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF THE MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION. 41 41 205 150 1500 0 3883925 4351295 2100587 2381814 133961 171938 -80304 -62165 6038169 6842882 106222 205175 0 0 3806917 4253553 0 0 260863 2309864 2259523 6223003 6718251 -184834 124631 8135720 8318528 1347417 1281966 6788303 7036562 X TO SPONSOR, DEVELOP, AND PROMOTE PROGRAMS OF MUSICAL EXCELLENCE FOR THE PEOPLE OF MADISON AND THE SURROUNDING AREA, AND TO PROVIDE MUSIC EDUCATION. 0 0 4926451 2346810 SUBSCRIPTION, ORGAN, AND AT THE MOVIE CONCERTS - 31 PERFORMANCES IN ORDER TO PROMOTE MUSICAL EXCELLENCE IN THE COMMUNITY WITH 35,276 CONCERT ATTENDEES FOR THE YEAR ENDING 06/30/2025 590882 205175 35004 EDUCATIONAL CONCERTS PROVIDED FOR THE COMMUNITY. FOR THE YEAR ENDING 06/30/2025, 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: AN ALL-AMERICAN PROGRAM OF LIVE MUSIC FOR MIDDLE AND HIGH SCHOOL STUDENTS WITH REAL-TIME ILLUSTRATIONS FEATURING LOCAL ARTIST AND PROFESSIONAL ILLUSTRATOR T.L. LUKE. 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 HEARTSTRINGS: THIS MUSIC THERAPY-INFORMED PROGRAM CONTINUES TO REACH BEYOND TRADITIONAL PERFORMANCE SETTINGS TO BRING LIVE, INTERACTIVE PRESENTATIONS BY SOME OF THE MADISON SYMPHONY ORCHESTRA'S BEST PLAYERS INTO HEALTHCARE AND RESIDENTIAL FACILITIES. OUR SESSIONS HAVE DEMONSTRATED EXTRAORDINARY PHYSICAL, EMOTIONAL, COGNITIVE, AND SOCIAL CHANGES FOR PEOPLE OF ALL AGES AND LEVELS OF FUNCTIONING, REACHING NEARLY 3,200 INDIVIDUALS EACH SEASON.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. 5517333 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 30 0 1 205 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X ROBERT A REED 6082573734 222 W WASHINGTON AVE STE 460 MADISON WI 53703 ELLSWORTH BROWN IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 MICHAEL P RICHMAN CHAIR 1.00 1.00 X X 0 0 0 DOUGLAS REUHL TREASURER 1.00 1.00 X X 0 0 0 JANE CABOT SECRETARY 1.00 0.00 X X 0 0 0 LYNN ALLEN-HOFFMAN DIRECTOR 1.00 0.00 X 0 0 0 LYNN STATHAS DIRECTOR 1.00 0.00 X 0 0 0 KAY SCHWICHTENBERG DIRECTOR 1.00 0.00 X 0 0 0 JON PARKER DIRECTOR 1.00 1.00 X 0 0 0 DAVID LAUTH DIRECTOR 1.00 0.00 X 0 0 0 JOHN SIMS DIRECTOR 1.00 0.00 X 0 0 0 TAMERA STANLEY DIRECTOR 1.00 0.00 X 0 0 0 JOSE MADERA DIRECTOR 1.00 0.00 X 0 0 0 TODD STUART DIRECTOR 1.00 0.00 X 0 0 0 JASPER VACCARO DIRECTOR 1.00 0.00 X 0 0 0 OSCAR MIRELES DIRECTOR 1.00 0.00 X 0 0 0 ROBERT DINNDORF DIRECTOR 1.00 0.00 X 0 0 0 MARGARET PYLE DIRECTOR 1.00 0.00 X 0 0 0 MARK HUTH DIRECTOR 1.00 0.00 X 0 0 0 MARTHA CASEY DIRECTOR 1.00 0.00 X 0 0 0 ANNA TRULL DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ZORICH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD MORGAN DIRECTOR 1.00 0.00 X 0 0 0 MONIQUE SCHER DIRECTOR 1.00 0.00 X 0 0 0 MARC FINK DIRECTOR 1.00 0.00 X 0 0 0 JAMES DAHLBERG DIRECTOR 1.00 0.00 X 0 0 0 PAUL NORMAN DIRECTOR 1.00 0.00 X 0 0 0 ANN LINDSEY DIRECTOR 1.00 0.00 X 0 0 0 AUDREY DYBDAHL DIRECTOR 1.00 0.00 X 0 0 0 BRIAN ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 BRYAN CHAN DIRECTOR 1.00 0.00 X 0 0 0 ROSEMARIE BLANCKE DIRECTOR 1.00 0.00 X 0 0 0 CAROLE SCHAEFFER DIRECTOR 1.00 0.00 X 0 0 0 CYRENA PONDROM DIRECTOR 1.00 0.00 X 0 0 0 ROBERT LEMANSKE DIRECTOR 1.00 0.00 X 0 0 0 DAVID HARDING DIRECTOR 1.00 0.00 X 0 0 0 RUBEN ANTHONY JR DIRECTOR 1.00 0.00 X 0 0 0 ELTON CRIM DIRECTOR 1.00 0.00 X 0 0 0 ERIC WILCOTS DIRECTOR 1.00 0.00 X 0 0 0 DERRICK SMITH DIRECTOR 1.00 0.00 X 0 0 0 MOOYOUNG KIM DIRECTOR 1.00 0.00 X 0 0 0 PAUL HOFFMAN DIRECTOR 1.00 0.00 X 0 0 0 CASEY OELKERS DIRECTOR OF DEVELOPMENT 40.00 0.00 X 117300 0 29635 ROBERT REED EXECUTIVE DIRECTOR 40.00 1.00 X 188136 0 11654 JOHN DEMAIN MUSIC DIRECTOR 40.00 0.00 X 296495 0 11654 ANN BOWEN GENERAL MANAGER 40.00 0.00 X 114325 0 29635 716256 0 82578 4 0 1 0 0 153605 946199 44407 3207084 142575 4351295 TICKET SALES 711130 2081451 2081451 HIRED CONCERT INCOME 711130 270124 270124 EVENT INCOME 711130 28444 28444 REGISTRATION INCOME 711130 1795 1795 2381814 171938 171938 71671 153605 137693 -66022 -66022 5405 5027 378 378 OTHER INCOME 900099 1979 1979 PROGRAM ADVERTISING 541800 1500 1500 3479 6842882 2381814 1500 108273 205175 205175 673078 523305 149773 3086274 2582454 273720 230100 267697 267697 226504 178043 30962 17499 34283 34283 33499 33499 339997 339997 105742 102311 3431 110066 110066 48760 17938 30822 62134 62134 40889 40889 37323 37323 CONCERT PRODUCTION 1118610 1107549 11061 MEMBERSHIP EXPENSE 125607 119770 5837 EQUIPMENT LEASE/MAINTEN 39169 39169 DUES/SUBSCRIPTIONS 33037 33037 130407 888 122092 7427 6718251 5517333 940055 260863 782175 565061 1280713 1702692 6600 43931 141043 182579 724068 570510 157320 153558 3588170 3581462 2179699 2089245 8135720 8318528 90272 19043 954064 1050097 303081 212826 1347417 1281966 X 6773220 6559608 15083 476954 6788303 7036562 8135720 8318528 124631 123628 0 X 0 1 X 1 0 X 3734090 4158910 3609930 3883925 4151295 19538150 18659 1818960 2001249 2100587 2381814 8321269 3752749 5977870 5611179 5984512 6533109 27859419 292377 320319 377949 498710 484497 1973852 248768 244026 234346 727140 292377 320319 626717 742736 718843 2700992 25158427 33065 46514 96323 133961 171938 481801 33065 46514 96323 133961 171938 481801 5472 4032 1500 11004 828 31246 10199 14223 7384 63880 3792114 6055630 5717701 6136728 6713931 28416104 0.88540 0.89400 0.01700 0.01370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 828. 2021 AMOUNT: $ 31,246. 2022 AMOUNT: $ 2,232. 2023 AMOUNT: $ 5,018. 2024 AMOUNT: $ 1,979. MERCHANDISE SALES - 2022 AMOUNT: $ 7,967. 2023 AMOUNT: $ 9,205. 2024 AMOUNT: $ 5,405. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1871977 X X MUSIC EDUCATION 0 32866511 497999 4399015 1227452 155467 36380606 29613142 377100 4291491 1278280 136942 32866511 27576433 611654 2538692 1033069 80568 29613142 30557251 362445 -2950901 253754 138608 27576433 23593328 662947 6723259 240503 141780 30557251 0.54572 0.45428 0.00000 1 1 1 22215 22215 0 482224 398215 84009 219629 150080 69549 153558 OVERTURE CENTER CONCERT ORGAN 1595130 SECURITY DEPOSIT 4000 MUSIC LIBRARY 276847 RIGHT OF USE ASSET 213268 2089245 LEASE LIABILITY 212826 212826 X PART III, LINE 4: THE ORGANIZATION MAINTAINS A MUSIC LIBRARY OF HISTORICAL AND MODERN SYMPHONIES TO BE USED IN ITS PERFORMANCES. THE ORGANIZATION OWNS AND MAINTAINS A WORLD CLASS PIPE ORGAN TO BE USED IN ITS PERFORMANCES. PART V, LINE 4: PROVIDE OPERATIONAL FUNDING THROUGH INVESTMENT EARNINGS. PART X, LINE 2: MADISON SYMPHONY ORCHESTRA INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS' TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. SYMPHONY AT SUNSET 192185 152445 39740 21700 30296 18308 36546 1718 FALL EVENT 22500 1160 21340 530 21135 5035 214685 153605 61080 21700 30826 39443 41581 1718 135268 -74188 1 MADISON SYMPHONY ORCHESTRA FOUNDATION INC 222 WEST WASHINGTON AVE 460 MADISON WI 53703 391769944 501(C)(3) 205175 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANTS PAID TO SUPPORTING ORGANIZATIONS. THESE ORGANIZATIONS WORK CLOSELY WITH EACH OTHER AND THAT ALLOWS THE MONITORING OF GRANT FUNDS PAID. X X 0 0 0 0 0 0 0 0 0 JOHN DEMAIN MUSIC DIRECTOR 266495 0 30000 0 0 0 0 0 11654 0 308149 0 0 0 ROBERT REED EXECUTIVE DIRECTOR 188136 0 0 0 0 0 0 0 11654 0 199790 0 0 0 X 4 120875 FMV X AUCTION ITEMS DONATED 4 21700 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS ARE BEING REPORTED FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE ELECTED OFFICERS OF THE BOARD, IMMEDIATE PAST PRESIDENT AND THREE DIRECTORS ELECTED BY THE BOARD. THIS COMMITTEE MAY EXERCISE THE POWERS OF THE FULL BOARD (EXCEPT ELECTION/APPOINTMENT) WHEN THE BOARD IS NOT IN SESSION. THE EXECUTIVE COMMITTEE ESTABLISHES PERSONNEL POLICIES, CONDUCTS ANNUAL REVIEWS OF JOB PERFORMANCES OF THE MUSIC DIRECTOR AND EXECUTIVE DIRECTOR, AND OVERSEES LABOR NEGOTIATIONS. NORMALLY, THIS COMMITTEE DEALS FIRST WITH ANY SENSITIVE OR CONFIDENTIAL INSTITUTIONAL MATTERS, LEGAL, INSURANCE AND ADMINISTRATIVE ISSUES. THE EXECUTIVE DIRECTOR ATTENDS EXECUTIVE COMMITTEE MEETINGS. FORM 990, PART VI, SECTION A, LINE 6 EACH SUBSCRIBER TO THE MINIMUM NUMBER OF CONCERTS REQUIRED FOR A SUBSCRIPTION TO THE ORCHESTRA'S SUBSCRIPTION SERIES AND EACH INDIVIDUAL WHO HAS CONTRIBUTED $500 OR MORE IN THE FISCAL YEAR OR THE PRECEDING FISCAL YEAR IS DEFINED AS A MEMBER IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990'S ARE REVIEWED BY EXECUTIVE DIRECTOR ROBERT REED AND GENERAL MANAGER ANN BOWEN FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS POSTED TO THE MSO BOARD PORTAL. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST TO THE BOARD OF DIRECTORS. AN INTERESTED PERSON IS ALLOWED TO MAKE A PRESENTATION AT A BOARD MEETING, BUT MUST LEAVE THE MEETING DURING THE DISCUSSION AND VOTE ON THE CONTRACT OR TRANSACTION. THE PRESIDENT MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE CONTRACT OR TRANSACTION. DUE DILIGENCE WILL BE DONE TO ENSURE THE CONTRACT OR TRANSACTION IS IN THE BEST INTEREST OF MSO. THE MINUTES OF THE BOARD OF DIRECTORS MEETING MUST CONTAIN THE NAME OF THE INTERESTED PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST AND THE NATURE OF THE FINANCIAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LEAGUE OF AMERICAN ORCHESTRAS COMPARABILITY DATA IS REVIEWED ANNUALLY AND USED BY THE EXECUTIVE COMMITTEE TO REVIEW AND APPROVE COMPENSATION. MINUTES ARE TAKEN TO DOCUMENT THE EXECUTIVE COMMITTEE'S DELIBERATIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. MADISON SYMPHONY ORCHESTRA FOUNDATION 222 WEST WASHINGTON AVENUE MADISON WI 53703 391769944 SUPPORT THE MISSION OF THE MADISON SYMPHONY ORCHESTRA WI 501(C)(3) LINE 12A, I MADISON SYMPHONY ORCHESTRA INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 MADISON SYMPHONY ORCHESTRA FOUNDATION C 946199 CASH VALUE MADISON SYMPHONY ORCHESTRA FOUNDATION B 205175 CASH VALUE