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Nonprofit · EIN 39-0973594

MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC

Tax-exempt · MILWAUKEE, WI 53212

Financials

$2.6M$2.9M2022$5.7M$3.8M2023$5.9M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,868,012$3,570,173$2,297,839$15,247,283$852,602$14,394,681
June 30, 2024990$5,651,398$3,824,732$1,826,666$11,778,354$318,701$11,459,653
June 30, 2023990$2,627,889$2,866,885-$238,996$9,923,507$944,644$8,978,863
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,218,142
of which government grants
$31,819
Program service revenue
$1,138,944
Investment income
$520,847
Net gain from sales of assets
$106,598
Net income from fundraising events
-$12,096
Other revenue
-$9,921

Expenses

Grants and similar amounts paid
$443,649
Compensation of officers, directors and key employees
$468,661
Other salaries and wages
$1,356,436
Salaries, compensation and benefits (total)
$2,083,247
Professional fundraising fees
$0
Accounting fees
$11,700
Occupancy
$366,732
Travel
$11,709
Depreciation
$30,809
Program services (functional)
$3,062,885
Management and general (functional)
$198,068
Fundraising (functional)
$309,220

Balance sheet and other

Total assets, start of year
$11,778,354
Total assets, end of year
$15,247,283
Total liabilities, end of year
$852,602
Net assets, end of year
$14,394,681
Land, buildings and equipment
$151,347
Publicly traded securities
$11,283,889
Net assets without donor restrictions
$4,066,228
Net assets with donor restrictions
$10,328,453
Gross receipts
$7,820,135
Employees
84
Volunteers
212
Year formed
1960
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LINDA EDELSTEINCHIEF EXECUTIVE OFFICER
Officer
40$179,794$22,164
JON C SIMMONSARTISTIC DIRECTOR
Highest-paid employee
40$121,588$29,134
JOE PHILLIPSCHIEF PHILANTHROPY OFFICER
Officer
40$140,025$1,391
TARA KOZIKCHIEF FINANCIAL OFFICER
Officer
40$134,085$5,363
DAN DUFFYARTISTIC ADMINISTRATOR & CONDUCTOR
Highest-paid employee
40$103,335$4,572
MYRA EDWARDSCHAIR
Trustee or director, Officer
5$0$0
KRIS BESTTREASURER
Trustee or director, Officer
5$0$0
JENNIFER MATTESSECRETARY
Trustee or director, Officer
5$0$0
AMY CROENIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
5$0$0
TINO ARVANETESDIRECTOR
Trustee or director
3$0$0
MARIBELI AYALADIRECTOR
Trustee or director
3$0$0
BRIAN BEARDIRECTOR
Trustee or director
3$0$0
KRISTA BROOKMANDIRECTOR
Trustee or director
3$0$0
RICHARD BUCHBANDDIRECTOR
Trustee or director
3$0$0
ERIK EISENMANDIRECTOR
Trustee or director
3$0$0
19 more people on this return
NameTitleHours / weekCompensation
PATRICIA ELLISDIRECTOR
Trustee or director
3$0
TIMOTHY FRAUTSCHIDIRECTOR
Trustee or director
3$0
LISA FROEMMINGDIRECTOR
Trustee or director
3$0
LARRY HISLEDIRECTOR
Trustee or director
3$0
JOHN HUNZINGERDIRECTOR
Trustee or director
3$0
GREG KLIEBHANDIRECTOR
Trustee or director
3$0
MARK KULTGENDIRECTOR
Trustee or director
3$0
NATHANIEL K LYNNDIRECTOR
Trustee or director
3$0
KATHY NUSSLOCKDIRECTOR
Trustee or director
3$0
ANITRA RILEYDIRECTOR
Trustee or director
3$0
ANDREW SAJDAKDIRECTOR
Trustee or director
3$0
RACHAEL SELLEYDIRECTOR
Trustee or director
3$0
STEPHANIE SEYMOURDIRECTOR
Trustee or director
3$0
JULIE STEINHAFELDIRECTOR
Trustee or director
3$0
LAUREN VOLLRATHDIRECTOR
Trustee or director
3$0
JAN WADEDIRECTOR
Trustee or director
3$0
BARBARA WANLESSDIRECTOR
Trustee or director
3$0
LES WEILDIRECTOR
Trustee or director
3$0
DASHAL YOUNGDIRECTOR
Trustee or director
3$0
990 for the year ended June 30, 2024: 32 people
NameTitleHours / weekCompensationOther / benefits
LINDA EDELSTEINCHIEF EXECUTIVE OFFICER
Officer
40$174,466$20,623
CARTER SIMMONSARTISTIC DIRECTOR
Highest-paid employee
40$116,512$24,231
TARA KOZIKCHIEF FINANCIAL OFFICER
Officer
40$130,577$5,182
AMY CROENCHAIR
Trustee or director, Officer
5$0$0
MYRA EDWARDSCHAIR-ELECT
Trustee or director, Officer
3$0$0
KRIS BESTTREASURER
Trustee or director, Officer
5$0$0
JENNIFER MATTESSECRETARY
Trustee or director, Officer
5$0$0
TINO ARVANETESDIRECTOR
Trustee or director
3$0$0
BRIAN BEAR MDDIRECTOR
Trustee or director
3$0$0
KRISTA BROOKMANDIRECTOR
Trustee or director
3$0$0
RICHARD BUCHBANDDIRECTOR
Trustee or director
3$0$0
ERIK EISENMANNDIRECTOR
Trustee or director
3$0$0
PATRICIA A ELLIS EDDDIRECTOR
Trustee or director
3$0$0
TIMOTHY FRAUTSCHIDIRECTOR
Trustee or director
3$0$0
LISA FROEMMINGDIRECTOR
Trustee or director
3$0$0
MARK GOLDSTEINDIRECTOR
Trustee or director
3$0$0
LARRY HISLEDIRECTOR
Trustee or director
3$0$0
JOHN HUNZINGERDIRECTOR
Trustee or director
3$0$0
GREGORY KLIEBHANDIRECTOR
Trustee or director
3$0$0
ANDREW SAJDAKDIRECTOR
Trustee or director
3$0$0
JAN WADEDIRECTOR
Trustee or director
3$0$0
BARBARA WANLESSDIRECTOR
Trustee or director
3$0$0
LES WEILDIRECTOR
Trustee or director
3$0$0
DASHAL YOUNGDIRECTOR
Trustee or director
3$0$0
ANITRA RILEYDIRECTOR
Trustee or director
3$0$0
RACHEL SELLEYDIRECTOR
Trustee or director
3$0$0
STEPHANIE SEYMOURDIRECTOR
Trustee or director
3$0$0
JULIE STEINHAFELDIRECTOR
Trustee or director
3$0$0
LAUREN VOLLRATHDIRECTOR
Trustee or director
3$0$0
MARIBELLI AYALADIRECTOR
Trustee or director
3$0$0
NATHANIEL K LYNNDIRECTOR
Trustee or director
3$0$0
RICK WALTERSDIRECTOR
Trustee or director
3$0$0
990 for the year ended June 30, 2023: 27 people
NameTitleHours / weekCompensationOther / benefits
LINDA EDELSTEINCHIEF EXECUTIVE OFFICER
Officer
40$168,286$17,908
JON SIMMONSARTISTIC DIRECTOR
Highest-paid employee
40$107,632$22,884
TARA KOZIKCHIEF FINANCIAL OFFICER
Officer
40$127,220$2,432
AMY CROENCHAIR
Trustee or director, Officer
15$0$0
MYRA EDWARDSCHAIR-ELECT
Trustee or director, Officer
5$0$0
NATHANIEL K LYNNPAST-CHAIR
Trustee or director, Officer
5$0$0
KRIS BESTTREASURER
Trustee or director, Officer
5$0$0
JENNIFER MATTESSECRETARY
Trustee or director, Officer
5$0$0
TINO ARVANETESDIRECTOR
Trustee or director
3$0$0
BRIAN BEAR MDDIRECTOR
Trustee or director
3$0$0
KRISTA BROOKMANDIRECTOR
Trustee or director
3$0$0
RICHARD BUCHBANDDIRECTOR
Trustee or director
3$0$0
ERIK EISENMANNDIRECTOR
Trustee or director
3$0$0
PATRICIA A ELLIS EDDDIRECTOR
Trustee or director
3$0$0
TIMOTHY FRAUTSCHIDIRECTOR
Trustee or director
3$0$0
LISA FROEMMINGDIRECTOR
Trustee or director
3$0$0
MARK GOLDSTEINDIRECTOR
Trustee or director
3$0$0
LARRY HISLEDIRECTOR
Trustee or director
3$0$0
JOHN HUNZINGERDIRECTOR
Trustee or director
3$0$0
GREGORY KLIEBHANDIRECTOR
Trustee or director
3$0$0
ROBERT MONNATDIRECTOR
Trustee or director
3$0$0
JAN WADEDIRECTOR
Trustee or director
3$0$0
RICK WALTERSDIRECTOR
Trustee or director
3$0$0
BARBARA WANLESSDIRECTOR
Trustee or director
3$0$0
LES WEILDIRECTOR
Trustee or director
3$0$0
ANDREW SAJDAKDIRECTOR
Trustee or director
3$0$0
DASHAL YOUNGDIRECTOR
Trustee or director
3$0$0

Address and contacts

Address (IRS master file)
325 W WALNUT ST, MILWAUKEE, WI 53212-3868
In care of
% KIM JANKOWIAK
Principal officer (990 for 2024)
LINDA EDELSTEIN, 325 W WALNUT ST, MILWAUKEE, WI 53212
Signed the 990
TARA KOZIK, CHIEF FINANCIAL OFFICER
Phone
(414) 267-2950
Return prepared by
WEGNER CPAS LLP

Mission

MILWAUKEE YOUTH SYMPHONY ORCHESTRA (MYSO) NURTURES, CHALLENGES, AND INSPIRES YOUNG MINDS THROUGH MUSIC, PROFOUNDLY CHANGING THEIR LIVES AND OUR COMMUNITY FOR THE BETTER.

990 for the year ended June 30, 2025

Program accomplishments

  • MYSO'S PROGRAMS FOSTER CRITICAL THINKING SKILLS, CREATIVITY, AND COLLABORATION THROUGH MORE THAN 40 ENSEMBLE AND ENRICHMENT OPTIONS RANGING FROM FULL SYMPHONY AND STRING ORCHESTRAS, JAZZ, AND STEEL BANDS TO MUSIC THEORY, COMPOSITION, AND INTERNATIONAL TOURING - PROVIDING HIGH QUALITY EDUCATIONAL AND MUSICAL EXPERIENCES FOR A WIDE RANGE OF SKILL LEVELS. MYSO'S REACH INCLUDES 6,000 STUDENTS AGES 8 - 18 FROM MORE THAN 200 SCHOOLS, 90 ZIP CODES, AND 14 COUNTIES IN SOUTHEASTERN WI AND NORTHERN IL ARE SERVED IN DIRECT TRAINING AND OUTREACH PROGRAMS.
    Expenses $2,619,236 · revenue $1,138,944
  • NEARLY 50% OF ENROLLMENT RECEIVE FINANCIAL ASSISTANCE FOR PARTICIPATION; NEARLY 20% OF STUDENTS COME FROM THE LOWEST-MODERATE INCOME NEIGHBORHOODS OF MILWAUKEE. FINANCIAL ASSISTANCE IS AWARDED TO MYSO MEMBERS BASED ON DOCUMENTED FINANCIAL NEED; MERIT SCHOLARSHIPS ARE AWARDED BASED ON SPECIFIC CRITERIA. FINANCIAL ASSISTANCE INCLUDES TUITION ASSISTANCE, TRANSPORTATION ASSISTANCE, INSTRUMENT ASSISTANCE AND MERIT AND PERFORMANCE-BASED SCHOLARSHIPS BASED ON SPECIFIC CRITERIA.
    Expenses $443,649 · grants $443,649

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-0973594
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1960
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$15,247,283
Income (IRS master file)
$7,820,135

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,868,012$3,570,173$15,247,283IRS
990June 2024$5,651,398$3,824,732$11,778,354IRS
990June 2023$2,627,889$2,866,885$9,923,507XML
990June 2022$3,374,542$2,673,427$8,780,066IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0973594).

Questions about MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC

What is the EIN of MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC?
The employer identification number (EIN) of MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC is 39-0973594.
Is MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC?
The 990 for the year ended June 30, 2025 names LINDA EDELSTEIN.
Who are the officers and directors of MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC?
The 990 for the year ended June 30, 2025 lists 34 people; 5 received compensation from the organization, the highest $179,794 (LINDA EDELSTEIN, CHIEF EXECUTIVE OFFICER).
How much revenue does MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,868,012, expenses of $3,570,173 and total assets of $15,247,283 at year end.

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