MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT (EIN 391715515) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

COMMITTEE OF 6 TRUSTEES

Phone

4142916010

Tax Period

2024-09-01 to 2025-08-31

MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT, founded in 1991, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $16.5M in total revenue in fiscal year 2024. Revenue surged 220% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.2M, a strong 92% operating margin.

Mission

TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,748,961

Program Service Revenue $0

Investment Income $1,723,468

Other Revenue $0

TOTAL REVENUE $16,472,429

Expense Breakdown

Grants Paid $1,141,188

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,141,188

Other Expenses $147,017

TOTAL EXPENSES $1,288,205

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,472,429	$5,153,024	+2.2%
Expenses	$1,288,205	$1,283,026	+0.0%
Net Income	$15,184,224	$3,869,998	+2.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE LANING	TRUSTEE CHAIRMAN	1.00	Director	$0	$0	$0
DOUGLAS HAGERMAN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ETZEL	TRUSTEE	1.00	Director	$0	$0	$0
AMY CROEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID UILEIN	TRUSTEE	1.00	Director	$0	$0	$0
BARTHOLOMEW REUTER	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$16,472,429	$1,288,205	$47,856,514	$15,184,224
2024	$5,153,024	$1,283,026	$30,933,539	$3,869,998
2023	$5,781,521	$1,117,132	$24,337,895	$4,664,389
2022	$413,955	$1,044,414	$18,982,389	$-630,459
2021	$2,577,388	$869,885	$22,336,114	$1,707,503
2020	$614,354	$836,467	$18,522,354	$-222,113
2019	$2,456,704	$823,169	$17,510,903	$1,633,535
2018	$1,754,592	$834,762	$17,132,490	$919,830

MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT