2022-05-10T14:14:00-05:00 2021-07-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-08-01 391134735 MILWAUKEE BALLET COMPANY INC MILW 4146437677 128 N JACKSON ST MILWAUKEE WI 53202 JAN PIROZZOLO-MELLOWES BOARD CHAIR 4146437677 2022-05-09 1 JAN PIROZZOLO-MELLOWES 999009999 JILL M BOYLE CPA P01246734 2627549400 2022-05-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TAI PAULS 128 N JACKSON ST MILWAUKEE WI 53202 9669847 0 X WWW.MILWAUKEEBALLET.ORG X 1970 WI INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION & TRAINING. 28 28 146 121 0 0 4296402 7200742 2650360 1830144 5679 468290 12836 10574 6965277 9509750 197813 87258 0 0 4033100 2917336 0 0 168864 2999851 1691913 7230764 4696507 -265487 4813243 24713474 25923047 7416968 3683480 17296506 22239567 MILWAUKEE BALLET TRANSFORMS LIVES AND CONNECTS COMMUNITIES THROUGH INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION AND TRAINING. 0 0 2255974 173637 MILWAUKEE BALLET COMPANY, FOUNDED IN 1970, HAS BROUGHT WORLD-CLASS PRESENTATIONS 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. THE COVID-19 PANDEMIC FORCED OUR PRIMARY VENUE TO CANCEL ALL LIVE PERFORMANCES FOR THE 20-21 SEASON. THE MILWAUKEE BALLET WAS FORTUNATE TO HAVE A BLACK-BOX THEATER WHICH ALLOWED THE OPPORTUNITY TO PERFORM FOUR SHOWS FOR A SMALLER AUDIENCE. 1466197 79180 1663500 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 943 STUDENTS ATTEND MILWAUKEE BALLET SCHOOL & ACADEMY. 309138 8078 3581 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 4,000 CHILDREN AND ADULTS DURING RESPECTED PROFESSIONAL TRAINING PROGRAMS AND ONE OF THE LARGEST OUTREACH PROGRAMS IN THE COUNTRY. DUE TO THE COVID-19 PANDEMIC, MUCH OF THE OUTREACH PROGRAMMING HAD TO BE CANCELED. 4031309 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 64 0 146 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 AMY SCHMIDT JONES BOARD CHAIRMAN 1.00 1.00 X X 0 0 0 JAN PIROZZOLO-MELLOWES CHAIR ELECT 1.00 1.00 X X 0 0 0 CHRISTOPHER PIOTROWSKI TREASURER 1.00 1.00 X X 0 0 0 NEIL RIEGELMAN SECRETARY 1.00 1.00 X X 0 0 0 JUSTIN MORTARA DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER ABELE DIRECTOR 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 WILLIAM BONIFAS DIRECTOR 1.00 1.00 X 0 0 0 CHERYL CARRON DIRECTOR 1.00 1.00 X 0 0 0 MARY CHUY DIRECTOR 1.00 1.00 X 0 0 0 SARAH DAMSGAARD DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL DEMICHELE DIRECTOR 1.00 1.00 X 0 0 0 NANCY EINHORN DIRECTOR 1.00 1.00 X 0 0 0 COLLEEN HENDERSON DIRECTOR 1.00 1.00 X 0 0 0 SARAH KIMBALL DIRECTOR 1.00 1.00 X 0 0 0 MIA LOMBARDI 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 SARAH THOMAS PAGELS 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 1.00 1.00 X 0 0 0 DENISE THOMAS DIRECTOR 1.00 1.00 X 0 0 0 LINDA WADE DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINE CULVER DIRECTOR (BEG 1/01/21) 1.00 1.00 X 0 0 0 SANDRA DEMPSEY DIRECTOR (BEG 3/01/21) 1.00 1.00 X 0 0 0 ANNE METCALFE MANAGING DIRECTOR (THRU 5/31/21) 40.00 1.00 X 120192 0 637 MARY RASK FINANCE DIRECTOR 40.00 1.00 X 74199 0 4879 TAI PAULS INTERIM MANAGING DIR. (BEG 5/31/21) 40.00 1.00 X 44935 0 423 MICHAEL PINK ARTISTIC DIRECTOR 40.00 1.00 X 187482 0 19155 426808 0 25094 2 0 1 0 0 919534 5000 1252142 5024066 51500 7200742 SCHOOL TUITION 611610 1663500 1663500 TICKETS/SUBSCRIPTIONS 711120 137221 137221 RENTAL AND OTHER REVEN 900099 25842 25842 OUTREACH PROGRAMS 611610 3581 3581 1830144 1223 1223 622957 155890 467067 467067 467067 0 5000 0 0 14781 4207 10574 10574 9509750 1840718 0 468290 87258 87258 499802 451494 25133 23175 2132063 1921776 109406 100881 43604 43604 83381 75230 4241 3910 158486 143167 7970 7349 88322 11178 77144 40073 28347 7596 4130 62665 37734 19708 5223 15375 15375 432222 412391 19831 3800 3417 104 279 69687 69687 596163 577247 10673 8243 55758 2455 53303 CONTRACTED SERVICES 118845 35957 73630 9258 CREDIT CARD CHARGES 70407 64403 6004 LODGING DORM 62395 62395 MISCELLANEOUS EXPENSE 40009 34985 4729 295 36192 22896 13179 117 4696507 4031309 496334 168864 938204 3906269 1859237 2093744 3233468 1802829 18695 2763 91939 81877 78633 87573 21420512 4216068 17867749 17204444 625549 743548 24713474 25923047 361069 440036 414942 445108 6243 4569 6634714 2793767 7416968 3683480 X 12308916 14811476 4987590 7428091 17296506 22239567 24713474 25923047 X 4813243 129818 X 0 1 X 1 0 X 4342465 9045425 10122275 4296402 7200742 35007309 4342465 9045425 10122275 4296402 7200742 35007309 8285996 26721313 2620 6941 4862 2579 1223 18225 4099 4099 53270 41743 95013 35124646 16111241 0.76080 0.81830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING GAMING INCOME - 2016 AMOUNT: $ 53,270. 2017 AMOUNT: $ 41,743. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 625549 129817 11818 743548 588056 43384 5891 625549 589348 16380 17672 588056 559551 41044 11247 589348 514850 55693 10992 559551 0.50580 0.49420 1 0 2659226 2659226 13658768 683524 12975244 94208 74721 19487 5004434 3457823 1546611 3876 3876 17204444 LINE OF CREDIT - CONSTRUCTION 1052214 REFUNDABLE GRANT ADVANCE 1741553 2793767 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). 1 FINANCIAL AID FOR STUDENTS ATTENDING MILWAUKEE BALLET SCHOOL 53 79180 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 3 8078 PART I, LINE 2: MILWAUKEE BALLET SCHOOL & ACADEMY PROVIDES TUITION FORGIVENESS BASED ON FINANCIAL NEED TO UP TO 53 STUDENTS PER YEAR. 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 187482 0 0 0 0 0 0 0 19155 0 206637 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID CHOREOGRAPHIC ROYALTIES TO MICHAEL PINK. X 2 51500 FAIR VALUE 1 0 1 0 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 129,818. 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