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Milwaukee Symphony Orchestra Endowment Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$52k (2023)

20112023 $0$200k$400k$600k$800k$1M$1.2M

Expenses
$93.9k (2023)

20112023 $0$2M$4M$6M$8M

Total Assets
$1.88M (2023)

20112023 $0$2M$4M$6M$8M$10M

Total Liabilities
$0 (2023)

20112023 $0$2M$4M$6M$8M
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,966
Expenses
$93,917
Net Income
-$41,951
Net Assets
$1,883,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $46,768
90.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $118
0.2%
Net Inventory Sales $0
Other Revenue $5,080
9.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,883,416
Total Liabilities $0
Net Assets $1,883,416
Compensation
Key Employees and Officers Compensation Related Other
Bruce Laning (Authorized Trustee) $0 $0 $0
Douglas Hagerman (Trustee) $0 $0 $0
Steven Etzel (Trustee) $0 $0 $0
Amy Croen (Trustee) $0 $0 $0
David Uilein (Trustee) $0 $0 $0
Bartholomew Reuter (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,486
Expenses
$87,424
Net Income
-$12,938
Net Assets
$1,845,301
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $46,543
62.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,943
37.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,845,301
Total Liabilities $0
Net Assets $1,845,301
Compensation
Key Employees and Officers Compensation Related Other
Bruce Laning (Authorized Trustee) $0 $0 $0
Douglas Hagerman (Trustee) $0 $0 $0
Steven Etzel (Trustee) $0 $0 $0
Allen Rieselbach (Trustee) $0 $0 $0
Amy Croen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,804
Expenses
$81,807
Net Income
$10,997
Net Assets
$2,165,248
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $38,158
41.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,815
53.7%
Net Inventory Sales $0
Other Revenue $4,831
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,165,248
Total Liabilities $0
Net Assets $2,165,248
Compensation
Key Employees and Officers Compensation Related Other
Bruce Laning (Authorized Trustee) $0 $0 $0
Robert Webster (Trustee (Term 12/2020)) $0 $0 $0
Douglas Hagerman (Trustee) $0 $0 $0
Steven Etzel (Trustee) $0 $0 $0
Allen Rieselbach (Trustee) $0 $0 $0
Amy Croen (Trustee (Begin 10/2020)) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,196
Expenses
$85,657
Net Income
-$64,461
Net Assets
$1,936,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $45,972
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$29,483
Net Inventory Sales $0
Other Revenue $4,707
22.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,936,045
Total Liabilities $0
Net Assets $1,936,045
Compensation
Key Employees and Officers Compensation Related Other
Bruce Laning (Trustee) $0 $0 $0
Robert Webster (Authorized Trustee) $0 $0 $0
Douglas Hagerman (Trustee) $0 $0 $0
Steven Etzel (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,691
Expenses
$288,905
Net Income
-$238,214
Net Assets
$1,863,022
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $45,333
89.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $822
1.6%
Net Inventory Sales $0
Other Revenue $4,536
8.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,863,022
Total Liabilities $0
Net Assets $1,863,022
Compensation
Key Employees and Officers Compensation Related Other
Bruce Laning (Trustee) $0 $0 $0
Robert Webster (Authorized Trustee) $0 $0 $0
Douglas Hagerman (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,609
Expenses
$100,210
Net Income
$86,399
Net Assets
$2,080,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,914
33.2%
Program Services $0
Investment Income $66,783
35.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,471
Net Inventory Sales $0
Other Revenue $71,383
38.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,080,323
Total Liabilities $0
Net Assets $2,080,323
Compensation
Key Employees and Officers Compensation Related Other
Karen Guy (Trustee) $0 $0 $0
Charles Krause (Trustee) $0 $0 $0
Bruce Laning (Trustee) $0 $0 $0
William Nasgovitz (Trustee) $0 $0 $0
Robert Webster (Authorized Trustee) $0 $0 $0
Douglas Hagerman (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,538
Expenses
$104,390
Net Income
$23,148
Net Assets
$2,010,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,018
48.6%
Program Services $0
Investment Income $71,624
56.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,551
Net Inventory Sales $0
Other Revenue $7,447
5.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,010,689
Total Liabilities $0
Net Assets $2,010,689
Compensation
Key Employees and Officers Compensation Related Other
Karen Guy (Trustee) $0 $0 $0
Charles Krause (Trustee) $0 $0 $0
Bruce Laning (Trustee) $0 $0 $0
William Nasgovitz (Trustee) $0 $0 $0
Robert Webster (Authorized Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,423
Expenses
$75,032
Net Income
-$11,609
Net Assets
$1,984,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $73,623
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,789
Net Inventory Sales $0
Other Revenue $8,589
13.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,984,559
Total Liabilities $160
Net Assets $1,984,399

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,853
Expenses
$138,506
Net Income
-$58,653
Net Assets
$1,982,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $76,232
95.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,148
Net Inventory Sales $0
Other Revenue $8,769
11.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,982,872
Total Liabilities $160
Net Assets $1,982,712
Compensation
Key Employees and Officers Compensation Related Other
Karen Guy (Trustee) $0 $0 $0
Charles Krause (Trustee) $0 $0 $0
Bruce Laning (Trustee) $0 $0 $0
William Nasgovitz (Trustee) $0 $0 $0
Robert Webster (Authorized Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,593
Expenses
$44,042
Net Income
$70,551
Net Assets
$2,063,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $77,520
67.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,369
24.8%
Net Inventory Sales $0
Other Revenue $8,704
7.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,063,310
Total Liabilities $160
Net Assets $2,063,150
Compensation
Key Employees and Officers Compensation Related Other
Karen Guy (Trustee) $0 $0 $0
Bruce Laning (Trustee) $0 $0 $0
Art Laskin (Trustee) $0 $0 $0
Bill Nasgovitz (Trustee) $0 $0 $0
Robert Webster (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,984
Expenses
$45,922
Net Income
$17,062
Net Assets
$1,999,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $150
0.2%
Program Services $0
Investment Income $84,441
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$30,307
Net Inventory Sales $0
Other Revenue $8,700
13.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,007,009
Total Liabilities $7,542
Net Assets $1,999,467

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,058,931
Expenses
$7,256,567
Net Income
-$6,197,636
Net Assets
$1,999,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $574
0.1%
Program Services $0
Investment Income $203,585
19.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $845,770
79.9%
Net Inventory Sales $0
Other Revenue $9,002
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,010,557
Total Liabilities $11,334
Net Assets $1,999,223

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,076,393
Expenses
$1,067,512
Net Income
$8,881
Net Assets
$1,007,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,858
2.6%
Program Services $0
Investment Income $260,470
24.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $784,739
72.9%
Net Inventory Sales $0
Other Revenue $3,326
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,975,815
Total Liabilities $7,968,518
Net Assets $1,007,297

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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