2024-03-20T16:26:26-05:00 2023-07-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-08-01 391134735 MILWAUKEE BALLET COMPANY INC MILW 4146437677 128 N JACKSON ST MILWAUKEE WI 53202 CHERYL CARRON BOARD CHAIR & PRESIDENT 4146437677 2024-03-19 1 CHERYL CARRON 999009999 0 JILL M BOYLE CPA P01246734 2627549400 2024-03-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAI PAULS 128 N JACKSON ST MILWAUKEE WI 53202 15365023 0 X WWW.MILWAUKEEBALLET.ORG X 1970 WI INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION & TRAINING. 16 16 163 190 19279 16835 5898245 10729623 3518172 4390913 5150 104785 37032 24738 9458599 15250059 136907 189658 0 0 3602421 4004406 0 0 232769 3021418 3202740 6760746 7396804 2697853 7853255 26280573 34700984 1422194 1966102 24858379 32734882 MILWAUKEE BALLET TRANSFORMS LIVES AND CONNECTS COMMUNITIES THROUGH INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION AND TRAINING. 0 0 4148855 0 2571957 BALLET PERFORMANCES:MILWAUKEE BALLET COMPANY, FOUNDED IN 1970, HAS BROUGHT WORLD-CLASS PRESENTATION OF THE ART FORM TO ITS AUDIENCES. MILWAUKEE BALLET COMPANY'S LONG-TERM GOALS INCLUDE PRODUCING INSPIRING BALLET PRODUCTIONS FOR THE GREATER MILWAUKEE COMMUNITY AND MAINTAINING A FOCUS ON FAMILY PROGRAMMING IN TANDEM WITH A COMMITMENT TO THE CREATION OF NEW WORKS. 1776907 111158 1845683 BALLET SCHOOL & ACADEMY:MILWAUKEE BALLET SCHOOL & ACADEMY OFFERS CHILDREN AND ADULTS OF ALL AGES A COMPLETE EDUCATION IN CLASSICAL DANCE. IT WAS ACCREDITED BY THE NATIONAL ASSOCIATION OF SCHOOLS OF DANCE IN SEPTEMBER 2008, MAKING IT THE ONLY PROFESSIONAL STUDIO SCHOOL IN THE MIDWEST AND ONE OF THIRTEEN NATIONALLY TO RECEIVE SUCH RECOGNITION. THE ACCREDITATION HAS ALLOWED THE SCHOOL TO GREATLY EXPAND OPPORTUNITIES AND BENEFITS PROVIDED TO ITS STUDENTS. APPROXIMATELY 1137 STUDENTS ATTEND MILWAUKEE BALLET SCHOOL & ACADEMY. 542694 78500 23169 COMMUNITY ENGAGEMENT & EDUCATION:THE MILWAUKEE BALLET II PROGRAM PROVIDES STUDENTS WITH THE TRAINING NEEDED TO BRIDGE THE GAP BETWEEN STUDENT AND PROFESSIONAL THROUGH PERFORMANCE OPPORTUNITIES IN ADDITION TO SERVING AS THE VITAL FORCE DRIVING MILWAUKEE BALLET COMPANY'S COMMUNITY OUTREACH PROGRAMMING. AS THE MAIN ARM OF MILWAUKEE BALLET COMPANY'S COMMUNITY OUTREACH EFFORTS, MILWAUKEE BALLET II DANCERS PERFORMED FOR AND PARTICIPATED IN WORKSHOPS WITH ALMOST 11,800 CHILDREN AND ADULTS DURING RESPECTED PROFESSIONAL TRAINING PROGRAMS AND ONE OF THE LARGEST OUTREACH PROGRAMS IN THE COUNTRY. 6468456 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 66 0 163 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X MARY RASK 4149022105 128 N JACKSON ST MILWAUKEE WI 53202 JAN PIROZZOLO-MELLOWES IMMEDIATE PAST CHAIRMAN 1.00 1.00 X X 0 0 0 CHRISTINE IRGENS CHAIR ELECT, TREASURER, FIN. CHAIR 1.00 1.00 X X 0 0 0 SARAH THOMAS PAGELS SECRETARY 1.00 1.00 X X 0 0 0 CHERYL CARRON BOARD CHAIRMAN & PRESIDENT 1.00 1.00 X X 0 0 0 CHRISTOPHER PIOTROWSKI TREAS. & FIN. CHAIR (THRU 01/2023) 1.00 1.00 X X 0 0 0 AMY SCHMIDT JONES DIRECTOR 1.00 1.00 X 0 0 0 JUSTIN MORTARA DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER ABELE DIRECTOR (THRU 06/2023) 1.00 1.00 X 0 0 0 DONNA BAUMGARTNER DIRECTOR 1.00 1.00 X 0 0 0 JANE BELL DIRECTOR 1.00 1.00 X 0 0 0 MARY CHUY DIRECTOR (THRU 06/2023) 1.00 1.00 X 0 0 0 SARAH DAMSGAARD DIRECTOR 1.00 1.00 X 0 0 0 SARAH KIMBALL DIRECTOR 1.00 1.00 X 0 0 0 SUZANNE MARTENS MD DIRECTOR 1.00 1.00 X 0 0 0 KELLY NOYES DIRECTOR 1.00 1.00 X 0 0 0 NEIL RIEGELMAN DIRECTOR 1.00 1.00 X 0 0 0 JILL PELISEK DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM RAASCH MD DIRECTOR 1.00 1.00 X 0 0 0 JOHN RUMPF DIRECTOR 1.00 1.00 X 0 0 0 MOLLY SCHWEIGER DIRECTOR (THRU 08/2022) 1.00 1.00 X 0 0 0 DENISE THOMAS DIRECTOR (THRU 06/2023) 1.00 1.00 X 0 0 0 LINDA WADE DIRECTOR (THRU 06/2023) 1.00 1.00 X 0 0 0 SANDRA DEMPSEY DIRECTOR (THRU 01/2023) 1.00 1.00 X 0 0 0 TAI PAULS MANAGING DIRECTOR 40.00 1.00 X 118412 0 3460 MARY RASK FINANCE DIRECTOR 40.00 1.00 X 81432 0 5249 MICHAEL PINK ARTISTIC DIRECTOR 40.00 1.00 X 194923 0 20184 394767 0 28893 2 0 1 0 0 965018 229483 9535122 15250 10729623 TICKETS/SUBSCRIPTIONS 711120 2196684 2196684 SCHOOL TUITION 611610 1845683 1845683 RENTAL AND OTHER REVENUE 532000 325377 306098 19279 OUTREACH PROGRAMS 611610 23169 23169 4390913 104785 104785 28894 229483 73331 -44437 -44437 110808 41633 69175 69175 15250059 4440809 19279 60348 189658 189658 210591 181084 19423 10084 3123888 2667747 300258 155883 67002 57614 6180 3208 360788 308937 34131 17720 242137 206800 23261 12076 103944 5829 98115 338164 325615 7606 4943 111885 90650 17282 3953 40300 40300 839449 811199 25452 2798 58684 58673 3 8 3106 3106 580224 561089 10797 8338 59688 2119 57569 CONTRACTED SERVICES 650405 563735 79821 6849 CREDIT CARD CHARGES 125734 125734 LODGING DORM 116932 116932 COSTUMES AND SHOES 96835 96835 77390 57906 12575 6909 7396804 6468456 695579 232769 1143142 1480505 5377019 5890444 2200765 7478534 7235 3692 90595 93149 104224 123318 23667864 5389416 16705311 18278448 652282 1352894 26280573 34700984 619347 581758 555749 679674 3484 0 243614 704670 1422194 1966102 X 17433626 17836880 7424753 14898002 24858379 32734882 26280573 34700984 X 7853255 23248 X 0 1 X 1 0 X 10122275 4296402 7200742 5898245 10729623 38247287 10122275 4296402 7200742 5898245 10729623 38247287 13576016 24671271 4862 2579 1223 5150 104785 118599 4099 16267 17835 38201 38404087 16528239 0.64240 0.78210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 652282 23248 9853 665677 743548 -79041 12225 652282 625549 129817 11818 743548 588056 43384 5891 625549 589348 16380 17672 588056 0.00000 0.56497 0.43503 1 0 2659226 2659226 13722856 1369856 12353000 94208 94208 0 5097059 3925352 1171707 2094515 2094515 18278448 OPERATING RIGHT OF USE LIABILITY 704670 704670 X PART V, LINE 4: THE INCOME FROM THE ENDOWMENT ASSETS CAN BE USED TO SUPPORT MILWAUKEE BALLET COMPANY'S GENERAL ACTIVITIES AND PROVIDE SCHOLARSHIPS. PART X, LINE 2: MILWAUKEE BALLET COMPANY, INC. AND SUBSIDIARY ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AS OTHER THAN A PRIVATE FOUNDATION AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A). IN ADDITION, MILWAUKEE BALLET COMPANY, INC. AND SUBSIDIARY QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). MILWAUKEE BALLET EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2023 AND 2022. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. MILWAUKEE BALLET FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. MILWAUKEE BALLET IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. BALL 237835 212535 25300 24828 33765 10331 MINI BALL 20542 16948 3594 2676 1200 531 258377 229483 28894 24828 36441 1200 10862 73331 -44437 1 FINANCIAL AID FOR STUDENTS ATTENDING MILWAUKEE BALLET SCHOOL 57 111158 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 19 78500 PART I, LINE 2: MILWAUKE BALLET SCHOOL & ACADEMY PROVIDES TUITION FORGIVENESS BASED ON FINANCIAL NEED. MILWAUKEE BALLET SCHOOL & ACADEMY MONITORS THE FINANCIAL AID IT PROVIDES THROUGH ENROLLMENT AND ATTENDANCE RECORDS. X X 0 0 0 0 0 0 0 1 0 MICHAEL PINK ARTISTIC DIRECTOR 194923 0 0 0 0 0 0 0 20184 0 215107 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID CHOREOGRAPHIC ROYALTIES TO MICHAEL PINK. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE DIRECTOR, THE FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE FINANCE DIRECTOR AND THE FINANCE COMMITTEE. THE SIGNED STATEMENTS ARE KEPT AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE DIRECTORS AND OFFICERS ALSO CONDUCT PERIODIC REVIEWS OF INTEREST AND TRANSACTIONS TO ENSURE THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DECISIONS FOR THE TWO TOP MANAGEMENT POSITIONS AT THE ORGANIZATION, WHICH REPORT TO THE BOARD OF DIRECTORS, ARE MADE BY THE BOARD'S EXECUTIVE COMMITTEE. THE PROCESS FOR SETTING COMPENSATION INCLUDES THE ANALYSIS OF AVAILABLE MARKET INFORMATION ON COMPENSATION FOR SIMILAR POSITIONS AT COMPARABLE PERFORMING ARTS ORGANIZATIONS; THE AVAILABILITY/RARITY/VALUE OF THE TALENT IN THE MARKET; THE SCOPE, RESPONSIBILITIES, AND LEVEL OF THE ROLE; JOB PERFORMANCE (WITH INCUMBENTS); AND CURRENT BUDGET PARAMETERS. FOR THE TOP ARTISTIC ROLE (THE ARTISTIC DIRECTOR), THE BOARD UTILIZES A MULTI-YEAR EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MIL. FOUNDATION 23,248. MILWAUKEE BALLET ORCHESTRA INC 128 N JACKSON ST MILWAUKEE WI 53202 391835094 MUSICAL ACCOMPANIMENT TO MILWAUKEE BALLET COMPANY, INC. WI 501(C)(3) LINE 12A, I MILWAUKEE BALLET COMPANY INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 MILWAUKEE BALLET ORCHESTRA INC M 151804 ACTUAL COST