2019-12-16T10:38:47-06:00 2019-07-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2018-08-01 391134735 MILWAUKEE BALLET COMPANY INC MILW 4146437677 504 W NATIONAL AVE MILWAUKEE WI 532041746 AMY SCHMIDT JONES BOARD CHAIR & PRESIDENT 4146437677 2019-12-13 1 JILL M BOYLE CPA P01246734 2627549400 2019-12-12 209.170.231.5 2019-12-13 10:22:17 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2018 2020-04-17 16:48:07Z ANNE METCALFE 504 W NATIONAL AVE MILWAUKEE WI 532041746 14153827 0 X WWW.MILWAUKEEBALLET.ORG X 1970 WI INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION & TRAINING. 24 24 179 425 0 7580 9045425 10122275 4108496 3876841 6941 4862 77275 34522 13238137 14038500 194442 292446 0 0 3458155 3871090 171383 108648 453945 3023604 2841873 6847584 7114057 6390553 6924443 13153287 25661891 2575500 8143282 10577787 17518609 MILWAUKEE BALLET TRANSFORMS LIVES AND CONNECTS COMMUNITIES THROUGH INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION AND TRAINING. 0 0 3965459 2039280 MILWAUKEE BALLET COMPANY, FOUNDED IN 1970, HAS BROUGHT SUPERB 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. 1751045 229296 1840471 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 793 STUDENTS ATTEND MILWAUKEE BALLET SCHOOL & ACADEMY 545423 63150 33059 THE NANCY EINHORN 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 28,000 CHILDREN AND ADULTS DURING RESPECTED PROFESSIONAL TRAINING PROGRAMS AND ONE OF THE LARGEST OUTREACH PROGRAMS IN THE COUNTRY. 6261927 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 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 88 0 179 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 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 JUSTIN L MORTARA CHAIR & PRESIDENT 1.00 1.00 X X 0 0 0 JAN PIROZZOLO-MELLOWES SECRETARY 1.00 1.00 X X 0 0 0 AMY SCHMIDT JONES VICE PRESIDENT & CHAIR - ELECT 1.00 1.00 X X 0 0 0 MARK BENSKIN THRU OCT 2018 TREASURER 1.00 1.00 X X 0 0 0 WILLIAM BONIFAS DIRECTOR 1.00 1.00 X 0 0 0 ALIAH BERMAN DIRECTOR 1.00 1.00 X 0 0 0 CHERYL CARRON DIRECTOR 1.00 1.00 X 0 0 0 GAIL LIONE THRU NOV 2019 DIRECTOR 1.00 1.00 X 0 0 0 MOLLY SCHWEIGER DIRECTOR 1.00 1.00 X 0 0 0 NANCY EINHORN DIRECTOR 1.00 1.00 X 0 0 0 JANE BELL DIRECTOR 1.00 1.00 X 0 0 0 DONNA BAUMGARTNER DIRECTOR 1.00 1.00 X 0 0 0 SARAH WRIGHT KIMBALL DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER PIOTROWSKI TREASURER 1.00 1.00 X X 0 0 0 SUZANNE MARTENS MD DIRECTOR 1.00 1.00 X 0 0 0 ANNE MARTINO DIRECTOR 1.00 1.00 X 0 0 0 SARAH THOMAS PAGELS DIRECTOR 1.00 1.00 X 0 0 0 TAI PAULS DIRECTOR 1.00 1.00 X 0 0 0 GRISELDA ALDRETE DIRECTOR 1.00 1.00 X 0 0 0 JOHN RUMPF DIRECTOR 1.00 1.00 X 0 0 0 SARAH DAMSGAARD DIRECTOR 1.00 1.00 X 0 0 0 JILL PELISEK DIRECTOR 1.00 1.00 X 0 0 0 COLLEEN HENDERSON CFA DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM RAASCH MD DIRECTOR 1.00 1.00 X 0 0 0 LISA PRESTON THRU SEPT 2018 DIRECTOR 1.00 1.00 X 0 0 0 JUDSON SNYDER THRU SEPT 2019 DIRECTOR 1.00 1.00 X 0 0 0 MARY RASK FINANCE DIRECTOR 40.00 1.00 X 75120 0 4558 JULIA GLAWEENDING IN SEPT 2018 EXECUTIVE DIRECTOR 40.00 1.00 X 125988 0 3049 ANNE METCALFE BEG OCT 2018 GENERAL MANAGER 40.00 1.00 X 78691 0 409 MICHAEL PINK ARTISTIC DIRECTOR 40.00 1.00 X 188026 0 17641 467825 0 25657 2 0 1 0 CATCON LLC (CATALYST CONSTRUCTION) 833 E MICHIGAN ST SUITE 1000 MILWAUKEE WI 53202 CONTRACTOR FOR NEW BUILDING 4513326 BOELTER&LINCOLN 222 E ERIE STREET SUITE 400 MILWAUKEE WI 53202 MEDIA PLACEMENT AGENCY 172923 THE ALFORD GROUP INC 100 N LASALLE STREET SUITE 910 CHICAGO IL 60602 CAMPAIGN COUNSEL SERVICES 108648 3 1017612 500770 84520 8519373 10122275 TICKETS/SUBSCRIPTIONS 711120 1969408 1969408 SCHOOL TUITION 611610 1840471 1840471 RENTAL AND OTHER REVENUE 900099 33903 33903 OUTREACH PROGRAMS 611610 33059 33059 3876841 4862 4862 57587 500770 59034 -1447 -1447 92262 56293 35969 35969 14038500 3912810 0 3415 292446 292446 221543 195723 10761 15059 2536860 2207186 137404 192270 87862 87862 805665 711264 39345 55056 219160 191901 11361 15898 108648 108648 40984 5936 35048 505845 501529 430 3886 112413 85579 23842 2992 46168 46168 760894 703257 34622 23015 112475 108425 2969 1081 331 331 214997 212182 1075 1740 33000 2003 30997 CONTRACTED SERVICES 637190 579848 57342 CREDIT CARD CHARGES 131276 112471 12 18793 LODGING DORM 79613 79613 0 0 COSTUMES AND SHOES 67970 67970 98717 70564 12646 15507 7114057 6261927 398185 453945 886449 543126 332207 986529 5248974 5166126 27449 28055 71058 71118 195388 178012 22036093 3935224 5802413 18100869 589349 588056 13153287 25661891 1980605 1785397 589237 553961 5658 9578 0 5794346 2575500 8143282 X 4293593 10986144 5908108 0 376086 6532465 10577787 17518609 13153287 25661891 X 6924443 16379 X 0 1 X 1 0 X 2796492 2360025 4342465 9045425 10122275 28666682 2796492 2360025 4342465 9045425 10122275 28666682 5383411 23283271 507 734 2620 6941 4862 15664 10811 53270 41743 105824 28788170 18574176 0.80880 0.83820 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. 2018 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 589348 16380 17672 588056 559551 41044 11247 589348 514850 55693 10992 559551 520811 4682 10643 514850 519482 11361 10032 520811 0.63950 0.36050 1 0 2659226 2659226 945940 758691 187249 94208 54387 39821 3985353 3122146 863207 14351366 14351366 18100869 LINE OF CREDIT - CONSTRUCTION 5794346 5794346 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). X X X 1 THE ALFORD GROUP INC 100 N LASALLE STREET SUITE 910 CHICAGO IL 60602 CAMPAIGN COUNSEL SERVICES 0 0 108648 -108648 108648 -108648 WI GALA 533835 489835 44000 48653 NUT TEA 24522 10935 13587 10381 558357 500770 57587 59034 59034 -1447 PART I, LINE 2 THE ALFORD GROUP INC. PROVIDED STRATEGIC PLANNING AND PROVIDED CAPITAL CAMPAIGN ADVISE AND GUIDANCE. MILWAUKEE BALLET EXECUTED THE STRATEGIC PLAN SO GROSS REVENUE WAS NOT ALLOCATED TO GROSS RECEIPTS FROM ACTIVITY BY THE ALFORD GROUP INC. 1 FINANCIAL AID FOR STUDENTS ATTENDING MILWAUKEE BALLET SCHOOL 212 229296 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 20 63150 PART I, LINE 2: MILWAUKEE BALLET SCHOOL & ACADEMY PROVIDES TUITION FORGIVENESS BASED ON FINANCIAL NEED TO UP TO 212 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 188026 0 0 0 0 0 0 0 17641 0 205667 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 16,379. MILWAUKEE BALLET ORCHESTRA INC 504 W NATIONAL AVE MILWAUKEE WI 532041746 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 224524 ACTUAL COST