2021-06-11T16:59:45-05:00 2020-07-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-08-01 391134735 MILWAUKEE BALLET COMPANY INC MILW 4146437677 128 N JACKSON ST MILWAUKEE WI 53202 AMY SCHMIDT JONES BOARD CHAIR & PRESIDENT 4146437677 2021-06-11 1 JAMES B BOUTELLE CPA P01794129 2627549400 2021-06-03 2019 2022-09-23 18:48:47Z ANNE METCALFE 128 N JACKSON ST MILWAUKEE WI 53202 7094749 0 X WWW.MILWAUKEEBALLET.ORG X 1970 WI INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION & TRAINING. 26 26 177 290 4099 2822 10122275 4296402 3876841 2650360 4862 5679 34522 12836 14038500 6965277 292446 197813 0 0 3871090 4033100 108648 0 303101 2841873 2999851 7114057 7230764 6924443 -265487 25661891 24713474 8143282 7416968 17518609 17296506 MILWAUKEE BALLET TRANSFORMS LIVES AND CONNECTS COMMUNITIES THROUGH INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION AND TRAINING. 0 0 4128947 1465686 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. 1489471 117038 1190688 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 788 STUDENTS ATTEND MILWAUKEE BALLET SCHOOL & ACADEMY. 594857 80775 14017 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 27,000 CHILDREN AND ADULTS DURING RESPECTED PROFESSIONAL TRAINING PROGRAMS AND ONE OF THE LARGEST OUTREACH PROGRAMS IN THE COUNTRY. 6213275 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 1 0 0 1 89 0 177 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X MARY RASK 4149022105 128 N JACKSON ST MILWAUKEE WI 53202 MICHAEL PINK ARTISTIC DIRECTOR 40.00 1.00 X 191473 0 18909 ANNE METCALFE MANAGING DIRECTOR 40.00 1.00 X 98372 0 637 MARY RASK FINANCE DIRECTOR 40.00 1.00 X 76412 0 4817 AMY SCHMIDT JONES CHAIR & PRESIDENT 1.00 1.00 X X 0 0 0 JAN PIROZZOLO-MELLOWES VICE CHAIR & 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 (BEG MAR. 2020) 1.00 1.00 X X 0 0 0 TAI PAULS SECRETARY (THRU MAR. 2020) 1.00 1.00 X X 0 0 0 JUSTIN MORTARA IMMEDIATE PAST PRESIDENT 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 ALIAH BERMAN DIRECTOR (THRU JAN. 2020) 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 WRIGHT KIMBALL DIRECTOR 1.00 1.00 X 0 0 0 GAIL LIONE DIRECTOR (THRU NOV. 2019) 1.00 1.00 X 0 0 0 MIA LOMBARDI DIRECTOR 1.00 1.00 X 0 0 0 SUZANNE MARTENS DIRECTOR 1.00 1.00 X 0 0 0 ANNE MARTINO DIRECTOR (THRU APR 2020) 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 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 366257 0 24363 1 0 1 0 0 887644 517012 66351 2825395 4296402 TICKETS/SUBSCRIPTIONS 711120 1320288 1320288 SCHOOL TUITION 611610 1190688 1190688 RENTAL AND OTHER REVEN 900099 125367 121268 4099 OUTREACH PROGRAMS 611610 14017 14017 2650360 2579 2579 12600 9500 3100 3100 3100 54799 517012 66093 -11294 -11294 78009 53879 24130 24130 6965277 2670391 4099 -5615 197813 197813 427007 388875 18355 19777 3193181 2885384 148159 159638 72605 72605 105737 96083 4647 5007 234570 212442 10651 11477 53090 7914 43461 1715 462070 456637 3528 1905 156709 78274 61516 16919 25882 25882 657895 581859 48272 27764 46108 44012 1753 343 196888 196888 643425 623030 11508 8887 46571 2276 44295 CONTRACTED SERVICES 467577 370401 69591 27585 CREDIT CARD CHARGES 100442 88625 11817 COSTUMES AND SHOES 49245 49245 BAD DEBT EXPENSE 38962 38962 54987 31918 12802 10267 7230764 6213275 714388 303101 543126 938204 986529 1859237 5166126 3233468 28055 18695 71118 91939 178012 78633 21552689 3684940 18100869 17867749 588056 625549 25661891 24713474 1785397 361069 553961 414942 9578 6243 5794346 6634714 8143282 7416968 X 10986144 12308916 6532465 4987590 17518609 17296506 25661891 24713474 X -265487 43384 X 0 1 X 1 0 X 2360025 4342465 9045425 10122275 4296402 30166592 2360025 4342465 9045425 10122275 4296402 30166592 5377557 24789035 734 2620 6941 4862 2579 17736 4099 4099 10811 53270 41743 105824 30294251 18272517 0.81830 0.80880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING GAMING INCOME - 2015 AMOUNT: $ 10,811. 2016 AMOUNT: $ 53,270. 2017 AMOUNT: $ 41,743. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 588056 43384 5891 625549 589348 16380 17672 588056 559551 41044 11247 589348 514850 55693 10992 559551 520811 4682 10643 514850 0.60120 0.39880 1 0 2659226 2659226 13825110 357265 13467845 94208 64554 29654 4933566 3263121 1670445 40579 40579 17867749 LINE OF CREDIT - CONSTRUCTION 5899714 REFUNDABLE GRANT ADVANCE 735000 6634714 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). GALA 556483 507732 48751 53451 NUT TEA 15328 9280 6048 6075 1 6567 571811 517012 54799 66093 66093 -11294 1 FINANCIAL AID FOR STUDENTS ATTENDING MILWAUKEE BALLET SCHOOL 81 117038 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 20 80775 PART I, LINE 2: MILWAUKEE BALLET SCHOOL & ACADEMY PROVIDES TUITION FORGIVENESS BASED ON FINANCIAL NEED TO UP TO 81 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 191473 0 0 0 0 0 0 0 18909 0 210382 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 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 DIRECTORS 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 15A 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 43,384. 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 197823 ACTUAL COST