2019-05-15T14:33:42-05:00 2018-07-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2017-08-01 391134735 MILWAUKEE BALLET COMPANY INC MILW 4146437677 504 W NATIONAL AVE MILWAUKEE WI 532041746 JUSTIN MORTARA PRESIDENT 4146437677 2019-05-15 1 JILL M BOYLE CPA P01246734 2627549400 2019-02-25 209.170.231.5 2019-05-15 10:54:50 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 934FC65FEE8495E85B690041CFEAE27130F8D972 2017 2019-02-21 02:37:17Z JULIA GLAWE 504 W NATIONAL AVE MILWAUKEE WI 532041746 13360125 0 X WWW.MILWAUKEEBALLET.ORG X 1970 WI MILWAUKEE BALLET COMPANY CREATES A RICH AND DIVERSE COMMUNITY THROUGH ITS INSPIRING DANCE. 23 23 152 285 0 4350 4342465 9045425 3457480 4108496 2620 6941 82791 77275 7885356 13238137 202061 194442 0 0 3281942 3458155 104124 171383 639106 2862205 3023604 6450332 6847584 1435024 6390553 5290447 13153287 1144251 2575500 4146196 10577787 MILWAUKEE BALLET COMPANY CREATES A RICH AND DIVERSE COMMUNITY THROUGH ITS INSPIRING DANCE PERFORMANCE, EDUCATION, AND OUTREACH. 0 0 4123648 2469330 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. 1419644 194442 1652759 MILWAUKEE BALLET SCHOOL 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. THE SPECIFIC BENEFITS INCLUDE ACADEMIC CREDIT FOR CLASSES, EXPANDED HEALTH CARE OPTIONS FOR STUDENT FAMILIES, AND STUDENT WORK VISAS FOR INTERNATIONAL STUDENTS. APPROXIMATELY 1,459 STUDENTS ATTEND MILWAUKEE BALLET SCHOOL. 485600 21939 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 38,000 CHILDREN AND ADULTS DURING RESPECTED PROFESSIONAL TRAINING PROGRAMS AND ONE OF THE LARGEST OUTREACH PROGRAMS IN THE COUNTRY. 6028892 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 66 0 152 1 1 1 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X MARY RASK 4149022105 504 W NATIONAL AVE MILWAUKEE WI 532041746 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 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 GAIL LIONE 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 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 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 DIRECTOR 1.00 1.00 X 0 0 0 JUDSON SNYDER DIRECTOR 1.00 1.00 X 0 0 0 MARY RASK FINANCE DIRECTOR 40.00 1.00 X 73790 0 4332 JULIA GLAWE EXECUTIVE DIRECTOR 40.00 1.00 X 128250 0 4511 MICHAEL PINK ARTISTIC DIRECTOR 40.00 1.00 X 183896 0 16915 385936 0 25758 3 0 1 0 CATCON LLC (CATALYST CONSTRUCTION) 833 E MICHIGAN ST SUITE 1000 MILWAUKEE WI 53202 CONTRACTOR FOR NEW BUILDING 572168 BOELTER&LINCOLN 222 E ERIE STREET SUITE 400 MILWAUKEE WI 53202 ADVERTISING AGENCY 245381 THE ALFORD GROUP INC 100 N LASALLE STREET SUITE 910 CHICAGO IL 60602 CAMPAIGN COUNSEL SERVICES 171383 3 899101 365603 101465 7679256 9045425 TICKETS/SUBSCRIPTIONS 711120 2287731 2287731 SCHOOL TUITION 611610 1761636 1761636 RENTAL AND OTHER REVENUE 900099 37190 37190 OUTREACH PROGRAMS 611610 21939 21939 4108496 6941 6941 97298 365603 55555 41743 41743 101965 66433 35532 35532 13238137 4144028 0 48684 X 194442 194442 213856 114374 99482 2376060 2376060 81349 81349 559100 559100 227790 193041 34749 171383 171383 737597 730285 7312 319479 287755 3808 27916 687935 288435 399500 21800 21800 841127 804125 37002 157201 151873 3975 1353 1168 1168 223667 220750 1115 1802 17088 2009 15079 MEMBERSHIP DUES 16398 3494 12754 150 BAD DEBT EXPENSE 144 0 144 6847584 6028892 179586 639106 1622436 886449 548282 332207 1097551 5248974 14785 27449 84709 71058 161723 195388 9737524 3935111 1201409 5802413 559552 589349 5290447 13153287 497441 1980605 638930 589237 7880 5658 1144251 2575500 X 768352 4293593 3001758 5908108 376086 376086 4146196 10577787 5290447 13153287 X 6390553 41038 X 0 1 X 1 0 X 2637295 2796492 2360025 4342465 9045425 21181702 2637295 2796492 2360025 4342465 9045425 21181702 3257384 17924318 620 507 734 2620 6941 11422 85343 10811 53270 41743 191167 21384291 17612190 0.83820 0.92900 X PART II, SECTION B LINE 10 FUNDRAISING & GAMING INCOME 2013: 85,343 2014: 0 2015: 10,811 2016: 53,270 2017: 41,743 559551 41044 11247 589348 514850 55693 10992 559551 520811 4682 10643 514850 519482 11361 10032 520811 462090 67178 9786 519482 0.00000 0.63810 0.36190 1 0 2677426 2677426 927740 724797 202943 94208 44220 49988 6038150 3166094 2872056 5802413 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) AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. 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 171383 -171383 171383 -171383 WI GALA 435202 348574 86628 44527 NUT TEA 27699 17029 10670 11028 462901 365603 97298 55555 55555 41743 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 SCHOLARSHIPS FOR STUDENTS ATTENDING MILWAUKEE BALLET SCHOOL 102 146067 0 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 12 48375 0 PART I, LINE 2: MILWAUKEE BALLET COMPANY PROVIDES SCHOLARSHIPS TO STUDENTS TO ATTEND MILWAUKEE BALLET SCHOOL. MILWAUKEE BALLET COMPANY MONITORS THE SCHOLARSHIPS IT PROVIDES THROUGH ENROLLMENT AND ATTENDANCE RECORDS. SCHOLARSHIP FUNDS ARE PROVIDED DIRECTLY TO THE SCHOOL FOR CLASSES AND ROOM AND BOARD. 1 X X X 0 0 0 0 0 0 0 1 0 MICHAEL PINK ARTISTIC DIRECTOR 168896 0 0 0 15000 0 0 0 16915 0 200811 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 FORM 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 C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 730,285. MANAGEMENT AND GENERAL EXPENSES 7,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 737,597. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MIL. FOUNDATION 41,038. 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 280151 ACTUAL COST