2026-05-14T14:47:50-05:00 2025-08-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-09-01 396023436 MILWAUKEE SYMPHONY ORCHESTRA INC MILW 4142916010 212 W WISCONSIN AVE MILWAUKEE WI 53203 MARK NIEHAUS PRESIDENT 4142916010 2026-05-04 1 1 AMANDA WHITE P01790293 2627549400 2026-04-29 2024 2025-03-06 01:10:19Z MARK NIEHAUS 212 W WISCONSIN AVE MILWAUKEE WI 53203 19905537 0 X WWW.MSO.ORG X 1958 WI PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC. 35 33 363 350 0 0 14262888 14137955 6056230 5667463 55168 100119 -3357 -105025 20370929 19800512 0 0 0 0 14376541 14529607 58964 62043 1193961 9211963 8890738 23647468 23482388 -3276539 -3681876 128508605 145170901 6788170 8432887 121720435 136738014 X 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. 0 0 17757037 5501148 THE MILWAUKEE SYMPHONY ORCHESTRA, LED BY MUSIC DIRECTOR KEN-DAVID MASUR, IS AMONG THE FINEST ORCHESTRAS IN THE NATION AND THE LARGEST CULTURAL INSTITUTION IN WISCONSIN. SINCE ITS INCEPTION IN 1959, THE MSO HAS FOUND INNOVATIVE WAYS TO GIVE MUSIC A HOME IN THE REGION, DEVELOP MUSIC APPRECIATION AND TALENT AMONG AREA YOUTH, AND RAISE THE NATIONAL REPUTATION OF MILWAUKEE.THE MSO'S FULL-TIME PROFESSIONAL MUSICIANS PERFORM OVER 135 CLASSICS, POPS, FAMILY, EDUCATION, AND COMMUNITY CONCERTS EACH SEASON IN VENUES THROUGHOUT THE STATE. A PIONEER AMONG AMERICAN ORCHESTRAS, THE MSO HAS PERFORMED WORLD AND AMERICAN PREMIERES OF WORKS BY JOHN ADAMS, ROBERTO SIERRA, PHILIP GLASS, GEOFFREY GORDON, MARC NEIKRUG, CAMILLE PPIN, MATTHIAS PINTSCHER, AND DOBRINKA TABAKOVA, AS WELL AS GARNERED NATIONAL RECOGNITION AS THE FIRST AMERICAN ORCHESTRA TO OFFER LIVE RECORDINGS ON ITUNES.IN JANUARY OF 2021, THE MSO COMPLETED A YEARS-LONG PROJECT TO RESTORE AND RENOVATE A FORMER MOVIE PALACE IN THE HEART OF DOWNTOWN MILWAUKEE. THE BRADLEY SYMPHONY CENTER OFFICIALLY OPENED TO AUDIENCES IN OCTOBER 2021. THIS PROJECT HAS SPARKED A RENEWAL ON WEST WISCONSIN AVENUE AND CONTINUES TO BE A CATALYST IN THE COMMUNITY.THE MSO'S STANDARD OF EXCELLENCE EXTENDS BEYOND THE CONCERT HALL AND INTO THE COMMUNITY, REACHING MORE THAN 30,000 CHILDREN AND THEIR FAMILIES THROUGH ITS ARTS IN COMMUNITY EDUCATION (ACE) PROGRAM, YOUTH AND TEEN CONCERTS, FAMILY SERIES, AND MEET THE MUSIC PRE-CONCERT TALKS. CELEBRATING ITS 35TH YEAR, THE NATIONALLY RECOGNIZED ACE PROGRAM INTEGRATES ARTS EDUCATION ACROSS ALL SUBJECTS AND DISCIPLINES, PROVIDING OPPORTUNITIES FOR STUDENTS WHEN BUDGET CUTS MAY ELIMINATE ARTS PROGRAMMING. THE PROGRAM PROVIDES LESSON PLANS AND SUPPORTING MATERIALS, CLASSROOM VISITS FROM MSO MUSICIAN ENSEMBLES AND ARTISTS FROM LOCAL ORGANIZATIONS, AND AN MSO CONCERT TAILORED TO EACH GRADE LEVEL. THIS SEASON, MORE THAN 5,900 STUDENTS AND 500 TEACHERS AND FACULTY ARE EXPECTED TO PARTICIPATE IN ACE BOTH IN PERSON AND IN A VIRTUAL FORMAT. 516556 166315 THE MSO'S STANDARD OF EXCELLENCE EXTENDS BEYOND THE CONCERT HALL AND INTO THE COMMUNITY, REACHING MORE THAN 30,000 CHILDREN AND THEIR FAMILIES THROUGH ITS ARTS IN COMMUNITY EDUCATION (ACE) PROGRAM, YOUTH AND TEEN CONCERTS, FAMILY SERIES, AND MEET THE MUSIC PRE-CONCERT TALKS. CELEBRATING ITS 35TH YEAR, THE NATIONALLY RECOGNIZED ACE PROGRAM INTEGRATES ARTS EDUCATION ACROSS ALL SUBJECTS AND DISCIPLINES, PROVIDING OPPORTUNITIES FOR STUDENTS WHEN BUDGET CUTS MAY ELIMINATE ARTS PROGRAMMING. THE PROGRAM PROVIDES LESSON PLANS AND SUPPORTING MATERIALS, CLASSROOM VISITS FROM MSO MUSICIAN ENSEMBLES AND ARTISTS FROM LOCAL ORGANIZATIONS, AND AN MSO CONCERT TAILORED TO EACH GRADE LEVEL. THIS SEASON, MORE THAN 5,900 STUDENTS AND 500 TEACHERS AND FACULTY ARE EXPECTED TO PARTICIPATE IN ACE BOTH IN PERSON AND IN A VIRTUAL FORMAT. 18273593 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 115 0 363 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 33 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X THOMAS LINDOW 4142916010 212 W WISCONSIN AVE MILWAUKEE WI 53203 MARK NIEHAUS PRESIDENT & EXECUTIVE DIRECTOR 40.00 X X 386665 0 11857 KEN-DAVID MASUR MUSIC DIRECTOR 40.00 X 329617 0 8695 SUSAN MARTIN BOARD CHAIRMAN 10.00 X X 0 0 0 ANDY NUNEMAKER IMMEDIATE PAST CHAIR(THRU12/12/2024) 10.00 X X 0 0 0 PATRICK MURPHY TREASURER 5.00 X X 0 0 0 ALYCE COYNE KATAYAMA BOARD SECRETARY 5.00 X X 0 0 0 KATE BREWER BOARD DIRECTOR (THRU 12/12/2024) 1.00 X 0 0 0 JEFF COSTAKOS BOARD DIRECTOR 1.00 X 0 0 0 JENNIFER DIRKS BOARD DIRECTOR 1.00 X 0 0 0 DOUGLAS HAGERMAN BOARD DIRECTOR 1.00 X 0 0 0 STEVE HANCOCK BOARD DIRECTOR 1.00 X 0 0 0 CHARLOTTE HAYSLETT BOARD DIRECTOR (THRU 12/12/2024) 1.00 X 0 0 0 ERIC HOBBS BOARD DIRECTOR 1.00 X 0 0 0 PETER MAHLER BOARD DIRECTOR 1.00 X 0 0 0 MARK METZENDORF BOARD DIRECTOR 1.00 X 0 0 0 ROBERT MONNAT BOARD DIRECTOR 5.00 X 0 0 0 CHRISTIAN MITCHELL BOARD DIRECTOR 1.00 X 0 0 0 MAURA PACKHAM BOARD DIRECTOR (THRU 12/12/2024) 1.00 X 0 0 0 LESLIE PLAMANN BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL J SCHMITZ BOARD DIRECTOR 1.00 X 0 0 0 CRAIG SCHMUTZER BOARD DIRECTOR 1.00 X 0 0 0 JAY SCHWISTER BOARD DIRECTOR 1.00 X 0 0 0 DALE SMITH BOARD DIRECTOR 1.00 X 0 0 0 GREGORY SMITH BOARD DIRECTOR 1.00 X 0 0 0 HARUKI TOYAMA BOARD DIRECTOR 1.00 X 0 0 0 HERB ZIEN BOARD DIRECTOR 1.00 X 0 0 0 PAM STAMPEN BOARD DIRECTOR 5.00 X 0 0 0 SACHIN CHHEDA COUNTY APPOINTED DIRECTOR 5.00 X 0 0 0 PEGGE SYTKOWSKI COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 THEODORE PERLICK MOLINARI CITY APPOINTED DIRECTOR 5.00 X 0 0 0 FIESHA LYNN BELL CITY APPOINTED DIRECTOR 1.00 X 0 0 0 GARREN RANDOLPH CITY APPOINTED DIRECTOR 1.00 X 0 0 0 TOM ZALE BOARD DIRECTOR 1.00 X 0 0 0 RENEE HERZING BOARD DIRECTOR 1.00 X 0 0 0 TRACY TAVOLIER BOARD DIRECTOR 1.00 X 0 0 0 DAN BYRNE BOARD DIRECTOR 1.00 X 0 0 0 TERESA MOGENSEN BOARD DIRECTOR 1.00 X 0 0 0 NIKO RUUD COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 RENE IZQUIERDO COUNTY APPOINTED DIRECTOR 1.00 X 0 0 0 TOM LINDOW VP AND CHIEF FINANCIAL OFFICER 40.00 X 190264 0 8541 DAVID UIHLEIN HONORARY CO-CHAIR 1.00 2.00 X 0 0 0 JULIE UIHLEIN HONORARY CO-CHAIR 1.00 X 0 0 0 MONICA KRISTINE MEYER BEALE VP OF ADVANCEMENT (THRU 4/5/25) 40.00 X 151970 0 6776 BRET DORHOUT VP OF ARTISTIC 40.00 X 143495 0 5902 JINWOO LEE MUSICIAN 40.00 X 191627 0 2661 ILANA SETAPEN MUSICIAN 40.00 X 118546 0 1727 SUSAN BABINI MUSICIAN 40.00 X 109402 0 24548 1621586 0 70707 19 1 1 0 LEVY RESTAURANT EVENTS 980 N MICHIGAN AVE SUITE 400 CHICAGO IL 60611 RESTAURANT SERVICES 362327 INTERSTATE PARKING OF WISC LLC 275 W WISCONSIN AVE SUITE 140 MILWAUKEE WI 53203 PARKING 230460 STAGEHANDS 1110 N DR MARTIN LUTHER KING DR MILWAUKEE WI 53203 STAGE CREW SERVICES 228452 PSAB ENTERPRISES INC 13040 W LISBON ROAD SUITE 900 BROOKFIELD WI 53005 CLEANING SERVICES 208253 CAPACITY INTERACTIVE CONSULTING 82 NASSAU ST PMB 60283 NEW YORK NY 10038 MARKETING CONSULTING SERVICES 175848 15 1687666 196876 1222716 64269 10966428 1388174 14137955 TICKET SALES 711190 4221283 4221283 FEE FOR SERVICE 711190 1446180 1446180 5667463 43293 43293 56826 0 56826 56826 56826 0 196876 105025 -105025 -105025 19800512 5667463 0 -4906 952469 750164 202305 10082640 9389106 247809 445725 762473 670647 51293 40533 1929747 1656913 163464 109370 802278 694582 58677 49019 62043 62043 1783779 1626087 28762 128930 1250464 1203689 40563 6212 202387 67949 30665 103773 4364152 1880518 2459669 23965 18568 17798 770 52886 29934 11935 11017 41298 41298 107656 107656 86967 52617 34350 PRODUCTION COSTS 828720 818970 138 9612 MISCELLANEOUS 96829 49250 46122 1457 BAD DEBTS 39781 39781 DUES, SUBSCRIPTIONS, PU 10144 770 9374 7107 7107 23482388 18273593 4014834 1193961 1250722 1367868 4927101 4508317 216757 87669 538117 576783 1470387 1122067 410159 348320 121165749 138281944 128508605 145170901 1743327 2868910 2844834 3567481 1350000 300000 850009 1696496 6788170 8432887 X 82809984 80962070 38910451 55775944 121720435 136738014 128508605 145170901 X -3681876 18699455 X 0 1 X 1 0 X 27846660 22154056 13380852 14262888 13961879 91606335 27846660 22154056 13380852 14262888 13961879 91606335 9510187 82096148 235485 249660 32777 43732 43293 604947 134596 134596 4000000 4000000 96345878 22644425 0.85210 0.79540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEVELOPER FEE - 2020 AMOUNT: $ 4,000,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18273593 18273593 1000000 250000 0 0 967658 1000000 1000000 1000000 3967658 5951487 653 20000 20653 241915 250000 250000 250000 991915 1487873 653 653 32889714 14749135 3746650 1224216 155374 50005909 26218516 4307163 3737809 1281393 92381 32889714 21004706 5276397 1148462 1098316 112733 26218516 24501364 120632 -2485452 959403 172435 21004706 20458400 1512756 3481899 871134 80557 24501364 1.00000 0 1 1 18518 13888 4630 1451869 1108179 343690 348320 BENEFICIAL INTEREST HELD IN TRUSTS 50005909 INVESTMENT IN TNSH 88276035 138281944 LIABILITY FOR PENSION BENEFITS 227277 CAPITAL LEASE 24135 DUE TO RELATED PARTY 1445084 1696496 X PART V, LINE 4: TO PROVIDE OPERATING SUPPORT TO THE MILWAUKEE SYMPHONY ORCHESTRA, INC. PART X, LINE 2: THE ORCHESTRA IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. X 1 THE PHONATHON LLC 455 NW 35TH ST STE 104 BOCA RATON FL 33431 TELEFUNDING 0 63593 62043 0 63593 62043 WI GALA 196876 196876 94880 10145 196876 196876 94880 10145 105025 -105025 SCHEDULE G, PART I, LINE 2B, COLUMN (V) MILWAUKEE SYMPHONY ORCHESTRA MONITORS THE WORK AND THE SUBSEQUENT RESULTS OF THE PROFESSIONAL FUNDRAISER THEY ENGAGE FOR CONSULTING SERVICES. IT IS DIFFICULT TO QUANTIFY THE GROSS RECEIPTS FROM THE CONSULTING SERVICES BECAUSE THESE SERVICES AFFECT THE ENTIRE FUNDRAISING FUNCTION AT MILWAUKEE SYMPHONY ORCHESTRA . MILWAUKEE SYMPHONY ORCHESTRA BELIEVES THESE SERVICES ARE BENEFICIAL TO THEIR FUNDRAISING ACTIVITIES. X X X 0 0 0 0 0 0 0 0 0 MARK NIEHAUS PRESIDENT & EXECUTIVE DIRECTOR 375028 0 0 0 11637 0 10124 0 1733 0 398522 0 0 0 KEN-DAVID MASUR MUSIC DIRECTOR 329617 0 0 0 0 0 6962 0 1733 0 338312 0 0 0 TOM LINDOW VP AND CHIEF FINANCIAL OFFICER 190264 0 0 0 0 0 5766 0 2775 0 198805 0 0 0 JINWOO LEE MUSICIAN 191627 0 0 0 0 0 0 0 2661 0 194288 0 0 0 MONICA KRISTINE MEYER BEALE VP OF ADVANCEMENT (THRU 4/5/25) 151970 0 0 0 0 0 4593 0 2183 0 158746 0 0 0 CLAY HANCOCK SON OF A BOARD MEMBER; ORCHESTRA MUSICIAN 77781 GROSS COMPENSATION FOR FISCAL YEAR ENDING 8/31/25 0 X 26 1213186 FMV X PROGRAM PRINTING 1 98000 FMV X EQUIPMENT DISCOUNTS 4 30246 FMV X ARTIST LODGING 5 21354 FMV X INSTRUMENTS 1 18200 FMV X BUS DISCOUNTS 1 4489 FMV X FOOD AND DRINK 2 2700 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE MAYOR AND THE MILWAUKEE COUNTY EXECUTIVE HAVE THE POWER TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS AVAILABLE ON THE BOARD PORTAL FOR REVIEW AND COMMENT BY THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MSO AND THE GOVERNANCE COMMITTEE REVIEWS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY, COMPARED WITH BENCH-MARKING DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS, AND APPROVED BY A SUB-COMMITTEE OF BOARD. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: INCREASE IN THE BENEFICIAL INTEREST IN NET ASSETS IN PERPETUAL TRUSTS 18,338,911. PENSION-RELATED ITEMS OTHER THAN NET PERIODIC PENSION COSTS 360,544. SCHEDULE R, PART IV ELECTION UNDER CODE SEC. 168(H)(6)(F)(II) TNSH MANAGER LLC 212 W WISCONSIN AVE. MILWAUKEE, WI 53203 82-4578641 ELECTION BY TAX-EXEMPT CONTROLLED ENTITY NOT TO BE TREATED AS A TAX-EXEMPT ENTITY UNDER SECTION 168(H)(6)(F)(II) THIS ELECTION IS BEING MADE FOR TNSH MANAGER LLC, WHICH IS PROPERTY HELD BY MILWAUKEE SYMPHONY ORCHESTRA, INC. A COPY OF THIS ELECTION STATEMENT FILED BY THE TAX-EXEMPT CONTROLLED ENTITY SHALL ALSO BE ATTACHED TO THE FEDERAL TAX RETURNS OF EACH TAX-EXEMPT SHAREHOLDERS OR BENEFICIARIES OF THE CONTROLLED ENTITY. THE TAX-EXEMPT CONTROLLED ENTITY WILL REPORT ANY GAIN RECOGNIZED BY THE TAX-EXEMPT PARENT ON ANY DISPOSITION OF AN INTEREST (AND ANY DIVIDENDS OR INTEREST RECEIVED OR ACCRUED FROM THE TAX EXEMPT CONTROLLED ENTITY) AS UNRELATED BUSINESS TAXABLE INCOME UNDER CODE SECTION 511. TAXPAYER IS A TAX-EXEMPT CONTROLLED ENTITY ENTITLED TO THIS ELECTION. MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT 212 W WISCONSIN AVE MILWAUKEE WI 53203 391715515 SUPPORT MSO, INC. WI 501(C)(3) LINE 12D, III-O N/A 0 MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND 212 W WISCONSIN AVE MILWAUKEE WI 53203 396096874 SUPPORT MSO, INC. WI 501(C)(3) LINE 12D, III-O N/A 0 TNSH LANDLORD LLC 833 E MICHIGAN ST STE 1800 MILWAUKEE WI 53202 823793936 DEVELOP THE WARNER GRAND THEATRE WI TNSH MANAGER LLC EXCLUDED 27249 890068 0 0 0.01000 TNSH MANAGER LLC 212 W WISCONSIN AVE MILWAUKEE WI 53203 824578641 MANAGEMENT SERVICES WI MILWAUKEE SYMPHONY ORCHESTRA INC C 2724850 175812821 1.00000 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0