MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND

EIN: 396096874 501(c)(3) Arts, Culture & Humanities

MILWAUKEE, WI

Total Revenue
$51,966
Total Expenses
$93,917
Total Assets
$1,883,416
Net Assets
$1,883,416
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
WI
Principal Officer
COMMITTEE OF 5 TRUSTEES
Phone
4142916010
Tax Period
2022-09-01 to 2023-08-31

MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND, founded in 1966, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2022. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $94K exceeded revenue, resulting in a 81% operating deficit.

Mission

TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC. ("MSO"), WHOSE MISSION IS TO COMFORT, EDUCATE, ENTERTAIN, AND EXHILARATE THE HUMAN SOUL THROUGH THE EVENTS OF CULTURAL SIGNIFICANCE, RELEVANCE AND ARTISTIC CHALLENGE.

Program Service Accomplishments

Program 1
Expenses: $83,028

THE MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND ASSISTS THE MILWAUKEE SYMPHONY ORCHESTRA, INC. FOR PROGRAM SERVICES THROUGH GRANTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $46,886
Other Revenue $5,080
TOTAL REVENUE $51,966

Expense Breakdown

Grants Paid $83,028
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $83,028
Other Expenses $10,889
TOTAL EXPENSES $93,917

Year-over-Year Comparison

2022 2021 Change
Revenue $51,966 $74,486 -0.3%
Expenses $93,917 $87,424 +0.1%
Net Income $-41,951 $-12,938 +2.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
0
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRUCE LANING AUTHORIZED TRUSTEE 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 No data No data No data No data
2024 No data No data No data No data
2023 $51,966 $93,917 $1,883,416 $-41,951
2022 $74,486 $87,424 $1,845,301 $-12,938
2021 $92,804 $81,807 $2,165,248 $10,997
2020 $21,196 $85,657 $1,936,045 $-64,461
2019 $50,691 $288,905 $1,863,022 $-238,214
2018 $186,609 $100,210 $2,080,323 $86,399
Explore More Nonprofits
→Top 100 Nonprofits in Wisconsin →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND with other nonprofits in Wisconsin and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.