2018-05-29T14:46:38-05:00 2017-07-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2016-08-01 391134735 Milwaukee Ballet Company inc MILW 4146437677 504 w national ave milwaukee WI 532041746 Justin Mortara President 4146437677 2018-05-17 1 JILL M BOYLE CPA P01246734 2627549400 2018-05-14 2016 2022-09-23 18:48:47Z Julia Glawe 504 w national ave milwaukee WI 532041746 7996603 0 X www.milwaukeeballet.org X 1970 WI Milwaukee ballet company creates a rich and diverse community through its inspiring dance. 23 23 157 285 0 0 2350311 4342465 3937650 3457480 734 2620 75105 82791 6363800 7885356 215714 202061 0 0 3282887 3281942 0 104124 486298 2842760 2862205 6341361 6450332 22439 1435024 3641785 5290447 996560 1144251 2645225 4146196 MILWAUKEE BALLET Company creates a rich and diverse community through its inspiring dance performance, education, and outreach. 0 0 4051666 1858407 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. 1299305 202061 1603967 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 1,080 students attend Milwaukee ballet school. 428260 24627 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 31,000 children and adults during respected professional training programs and one of the largest outreach programs in the country. 5779231 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 157 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WI X X Mary Rask 4149022105 504 w national ave milwaukee WI 532041746 Judson Snyder Chair & President 1.00 1.00 X X 0 0 0 Justin L Mortara Vice President 1.00 1.00 X X 0 0 0 Amy Schmidt Jones Secretary 1.00 1.00 X X 0 0 0 Mark Benskin Treasurer(May 2017 - Current) 1.00 1.00 X X 0 0 0 Varun Laroyia Treasurer(through May 2017) 1.00 1.00 X X 0 0 0 William Raasch MD Director 1.00 1.00 X 0 0 0 Colleen Henderson CFA Director 1.00 1.00 X 0 0 0 Jill Pelisek Director 1.00 1.00 X 0 0 0 Sarah Damsgaard Director 1.00 1.00 X 0 0 0 John Rumpf Director 1.00 1.00 X 0 0 0 Anne Martino Director 1.00 1.00 X 0 0 0 Lisa Preston 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 William Bonifas Director 1.00 1.00 X 0 0 0 Christopher Piotrowski Director 1.00 1.00 X 0 0 0 Sarah Wright Kimball 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 Nancy Einhorn Director 1.00 1.00 X 0 0 0 Molly Schweiger Director 1.00 1.00 X 0 0 0 Gail Lione Director 1.00 1.00 X 0 0 0 Jan Pirozzolo-Mellowes Director 1.00 1.00 X 0 0 0 Linda E Benfield Director(through Nov 2016) 1.00 1.00 X 0 0 0 Aliah Berman Director 1.00 1.00 X 0 0 0 Julia Glawe Executive Director 40.00 1.00 X 125238 0 4439 Mary Rask Finance Director(Oct 2016-current) 40.00 1.00 X 16097 0 1271 Patti Desrosier Finance Director(June-Nov 2016) 40.00 1.00 X 20596 0 1054 Shawn Selk Finance Director(through May 2016) 40.00 1.00 X 36262 0 1756 Michael Pink Artistic Director 40.00 1.00 X 180583 0 16692 378776 0 25212 2 0 1 0 The Alford Group Inc 100 N LaSalle Street Suite 910 Chicago IL 60602 Campaign Counsel Services 104124 1 1187663 252901 135165 2766736 4342465 TICKETS/SUBSCRIPTIONS 711120 1675365 1675365 SCHOOL TUITION 611610 1603967 1603967 Rental and other reven 900099 153521 153521 OUTREACH PROGRAMS 611610 24627 24627 3457480 2620 2620 99887 252901 46617 53270 53270 94151 64630 29521 29521 7885356 3487001 0 55890 X 202061 202061 222253 113033 109220 2306447 2305647 800 64079 64079 307849 307849 381314 370184 11130 104124 104124 777973 708112 15733 54128 289036 289036 502528 194762 307766 32442 32442 817107 798253 18854 145391 138538 5676 1177 2048 2048 219404 172079 47325 24797 24797 Bad Debt Expense 40380 40380 MEMBERSHIP DUES 11099 3696 7154 249 Allocation to program e 0 39080 -39080 6450332 5779231 184803 486298 405743 1622436 413650 548282 870885 1097551 36779 14785 97424 84709 146584 161723 5334817 4133408 1155870 1201409 514850 559552 3641785 5290447 417222 497441 569386 638930 9952 7880 996560 1144251 X 941160 768352 1327979 3001758 376086 376086 2645225 4146196 3641785 5290447 X 1435024 10253 55694 X 0 1 X 1 0 X 2017243 2637295 2796492 2360025 4342465 14153520 2017243 2637295 2796492 2360025 4342465 14153520 790652 13362868 792 620 507 734 2620 5273 75477 85343 10811 53270 224901 14383694 16383488 0.92900 0.99970 X Part II, Section B, Line 10 Fundraising & gaming income 2012: 75,477 2013: 85,343 2014: 0 2015: 10,811 2016: 53,270 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 514850 55693 10992 559551 520811 4682 10643 514850 519482 11361 10032 520811 462090 67178 9786 519482 426109 46331 10350 462090 0.00000 0.67000 0.33000 1 0 18200 18200 945940 688102 257838 43373 43373 0 4327304 3401933 925371 1201409 Beneficial interest assets held by greater Milwaukee foundation 559552 559552 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). 1 The Alford Group Inc 100 N LaSalle Street Suite 910 Chicago IL 60602 Campaign Counsel Services 0 0 104124 -104124 104124 -104124 WI gala 316189 229741 86448 35445 Nut Tea 36599 23160 13439 11172 352788 252901 99887 46617 46617 53270 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 97 153911 0 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 12 48150 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 166333 0 0 0 14250 0 0 0 16692 0 197275 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 organization's finance committee 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 708,112. Management and general expenses 15,733. Fundraising expenses 54,128. Total expenses 777,973. Form 990, Part XI, line 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY GREATER Mil. Foundation 55,694. 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 247549 ACTUAL COST