MILWAUKEE SYMPHONY ORCHESTRA INC (EIN 396023436) - 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

1958

Legal Domicile

Principal Officer

MARK NIEHAUS

Phone

4142916010

Tax Period

2024-09-01 to 2025-08-31

MILWAUKEE SYMPHONY ORCHESTRA INC, founded in 1958, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $19.8M in total revenue in fiscal year 2024. Expenses of $23.5M exceeded revenue, resulting in a 19% operating deficit.

Mission

PRESENT PERFORMANCES THAT CULTIVATE AN APPRECIATION FOR THE ART OF MUSIC.

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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 $14,137,955

Program Service Revenue $5,667,463

Investment Income $100,119

Other Revenue $-105,025

TOTAL REVENUE $19,800,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,529,607

Fundraising Expenses $1,193,961

Program Expenses $18,273,593

Other Expenses $8,890,738

TOTAL EXPENSES $23,482,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,800,512	$20,370,929	0.0%
Expenses	$23,482,388	$23,647,468	0.0%
Net Income	$-3,681,876	$-3,276,539	+0.1%

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

363

Volunteers

350

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

$597,327

Total Directors

$736,834

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK NIEHAUS	PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer Director	$386,665	$11,857	$398,522
KEN-DAVID MASUR	MUSIC DIRECTOR	40.00	Director	$329,617	$8,695	$338,312
SUSAN MARTIN	BOARD CHAIRMAN	10.00	Officer Director	$0	$0	$0
ANDY NUNEMAKER	IMMEDIATE PAST CHAIR(THRU12/12/2024)	10.00	Officer Director	$0	$0	$0
PATRICK MURPHY	TREASURER	5.00	Officer Director	$0	$0	$0
ALYCE COYNE KATAYAMA	BOARD SECRETARY	5.00	Officer Director	$0	$0	$0
KATE BREWER	BOARD DIRECTOR (THRU 12/12/2024)	1.00	Director	$0	$0	$0
JEFF COSTAKOS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DIRKS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS HAGERMAN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
STEVE HANCOCK	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE HAYSLETT	BOARD DIRECTOR (THRU 12/12/2024)	1.00	Director	$0	$0	$0
ERIC HOBBS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
PETER MAHLER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARK METZENDORF	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MONNAT	BOARD DIRECTOR	5.00	Director	$0	$0	$0
CHRISTIAN MITCHELL	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MAURA PACKHAM	BOARD DIRECTOR (THRU 12/12/2024)	1.00	Director	$0	$0	$0
LESLIE PLAMANN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL J SCHMITZ	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SCHMUTZER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JAY SCHWISTER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DALE SMITH	BOARD DIRECTOR	1.00	Director	$0	$0	$0
GREGORY SMITH	BOARD DIRECTOR	1.00	Director	$0	$0	$0
HARUKI TOYAMA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
HERB ZIEN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
PAM STAMPEN	BOARD DIRECTOR	5.00	Director	$0	$0	$0
SACHIN CHHEDA	COUNTY APPOINTED DIRECTOR	5.00	Director	$0	$0	$0
PEGGE SYTKOWSKI	COUNTY APPOINTED DIRECTOR	1.00	Director	$0	$0	$0
THEODORE PERLICK MOLINARI	CITY APPOINTED DIRECTOR	5.00	Director	$0	$0	$0
FIESHA LYNN BELL	CITY APPOINTED DIRECTOR	1.00	Director	$0	$0	$0
GARREN RANDOLPH	CITY APPOINTED DIRECTOR	1.00	Director	$0	$0	$0
TOM ZALE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
RENEE HERZING	BOARD DIRECTOR	1.00	Director	$0	$0	$0
TRACY TAVOLIER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DAN BYRNE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
TERESA MOGENSEN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
NIKO RUUD	COUNTY APPOINTED DIRECTOR	1.00	Director	$0	$0	$0
RENE IZQUIERDO	COUNTY APPOINTED DIRECTOR	1.00	Director	$0	$0	$0
TOM LINDOW	VP AND CHIEF FINANCIAL OFFICER	40.00	Officer	$190,264	$8,541	$198,805
DAVID UIHLEIN	HONORARY CO-CHAIR	1.00	Officer	$0	$0	$0
JULIE UIHLEIN	HONORARY CO-CHAIR	1.00	Officer	$0	$0	$0
MONICA KRISTINE MEYER BEALE	VP OF ADVANCEMENT (THRU 4/5/25)	40.00	Highest	$151,970	$6,776	$158,746
BRET DORHOUT	VP OF ARTISTIC	40.00	Highest	$143,495	$5,902	$149,397
JINWOO LEE	MUSICIAN	40.00	Highest	$191,627	$2,661	$194,288
ILANA SETAPEN	MUSICIAN	40.00	Highest	$118,546	$1,727	$120,273
SUSAN BABINI	MUSICIAN	40.00	Highest	$109,402	$24,548	$133,950

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	$19,800,512	$23,482,388	$145,170,901	$-3,681,876
2024	$20,370,929	$23,647,468	$128,508,605	$-3,276,539
2023	$18,464,144	$23,261,189	$124,197,590	$-4,797,045
2022	$27,186,172	$22,299,032	$121,477,891	$4,887,140
2021	$33,243,126	$13,923,557	$122,941,209	$19,319,569
2020	$34,702,822	$16,244,292	$103,915,131	$18,458,530
2019	$18,784,747	$17,889,830	$81,900,820	$894,917
2018	$48,630,785	$17,886,038	$77,015,574	$30,744,747

MILWAUKEE SYMPHONY ORCHESTRA INC