UNITED PERFORMING ARTS FUND INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED PERFORMING ARTS FUND INC (EIN 39-6100399)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-11-21
- IRS object ID
- 201713259349300441
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-21T15:47:18-06:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE STE 200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396100399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PERFORMING ARTS FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4142738723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W WISCONSIN AVE NO 600 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANNA L TILLISCH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4142738723 | PhoneNum |
| Signature | 2017-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY MALLO | PreparerPersonNm |
| PTIN | P01250277 | PTIN |
| Phone | 4144634411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DEANNA L TILLISCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W WISCONSIN AVE NO 600 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,515,927 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 843 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,419,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,915,135 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $482,456 | PYInvestmentIncomeAmt |
| CY Investment Income | $321,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $171,435 | PYOtherRevenueAmt |
| CY Other Revenue | $145,122 | CYOtherRevenueAmt |
| PY Total Revenue | $12,073,537 | PYTotalRevenueAmt |
| CY Total Revenue | $10,382,181 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,175,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,942,183 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,683,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,800,076 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $109,114 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $877,648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,217,876 | PYOtherExpensesAmt |
| CY Other Expenses | $942,124 | CYOtherExpensesAmt |
| PY Total Expenses | $12,076,664 | PYTotalExpensesAmt |
| CY Total Expenses | $10,793,497 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,127 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$411,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,167,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,187,239 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,219,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,815,959 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,948,266 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,371,280 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNITED PERFORMING ARTS FUND, INC. MISSION IS TO SECURE COMMUNITY RESOURCES AND IMPROVE THE QUALITY OF LIFE THROUGH RESPONSIBLE INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,515,474 | ExpenseAmt |
| Grant | $7,942,183 | GrantAmt |
| Desc | THE FUNDS THAT THE UNITED PERFORMING ARTS FUND DISBURSES TO ITS 29 MEMBER AND AFFILIATE ORGANIZATIONS ENABLES THEM TO TOUCH A MILLION PEOPLE INCLUDING OVER 400,000 CHILDREN ANNUALLY THROUGH EXCEPTIONAL PERFORMANCES, STIMULATING EDUCATION AND COMMUNITY OUTREACH PROGRAMS. | Desc |
| Total Program Service Expenses | $9,515,474 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 9 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN R CONNOR | PersonNm |
| Phone | 4142738723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W WISCONSIN AVE SUITE 600 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFF BEHRING | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BEIGHTOL | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA CHANG | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CURT CULVER | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN DOHEARTY | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON VAN DRISSE | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL EBERLE | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL FLYNN | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS GOLLER | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEPHEN JOHNSON | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GALE KLAPPA | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS KOIS | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN KORDSMEIER | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN KREH | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG MARCUS | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MATTKE | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD MEEUSEN | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNMARIE MOLINA | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL PURCELL | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE RICHMAN | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AUSTIN RAMIREZ | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOE ROCK | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB SANDERS | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN STEINER | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA TAYLOR | ||||||
| AT-LARGE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEANNA TILLISCH | ||||||
| PRESIDENT | 50.00 | $212,831 | $0 | $0 | Yes (X) | |
| BRUCE OOSGOOD | ||||||
| CHIEF OPERATING OFFICER | 50.00 | $116,172 | $0 | $23,062 | Yes (X) | |
| DEB SCHMIDT | ||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | $131,015 | $0 | $24,000 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $460,018 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,062 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $281,000 | FundraisingAmt |
| All Other Contributions | $9,634,135 | AllOtherContributionsAmt |
| Noncash Contributions | $75,365 | NoncashContributionsAmt |
| Total Contributions | $9,915,135 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,678 | TotalRevenueColumnAmt |
| Exclusion | $46,678 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $275,246 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $275,246 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $275,246 | TotalRevenueColumnAmt |
| Exclusion | $275,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $278,868 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $281,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $133,746 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,122 | TotalRevenueColumnAmt |
| Exclusion | $145,122 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,382,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $467,046 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,942,183 | TotalAmt |
| Program Services | $7,942,183 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,778 | TotalAmt |
| Program Services | $226,889 | ProgramServicesAmt |
| Fundraising | $226,889 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,827 | TotalAmt |
| Program Services | $620,702 | ProgramServicesAmt |
| Management And General | $240,919 | ManagementAndGeneralAmt |
| Fundraising | $203,206 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,378 | TotalAmt |
| Program Services | $20,372 | ProgramServicesAmt |
| Management And General | $5,820 | ManagementAndGeneralAmt |
| Fundraising | $10,186 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,006 | TotalAmt |
| Program Services | $69,443 | ProgramServicesAmt |
| Management And General | $19,841 | ManagementAndGeneralAmt |
| Fundraising | $34,722 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,087 | TotalAmt |
| Program Services | $67,809 | ProgramServicesAmt |
| Management And General | $19,374 | ManagementAndGeneralAmt |
| Fundraising | $33,904 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,450 | TotalAmt |
| Management And General | $19,450 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,114 | TotalAmt |
| Fundraising | $109,114 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,518 | TotalAmt |
| Management And General | $11,518 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,626 | TotalAmt |
| Program Services | $4,313 | ProgramServicesAmt |
| Fundraising | $4,313 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,646 | TotalAmt |
| Program Services | $82,917 | ProgramServicesAmt |
| Fundraising | $20,729 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,888 | TotalAmt |
| Program Services | $18,862 | ProgramServicesAmt |
| Management And General | $6,990 | ManagementAndGeneralAmt |
| Fundraising | $13,036 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,322 | TotalAmt |
| Program Services | $25,736 | ProgramServicesAmt |
| Management And General | $14,425 | ManagementAndGeneralAmt |
| Fundraising | $40,161 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,367 | TotalAmt |
| Program Services | $49,677 | ProgramServicesAmt |
| Management And General | $14,666 | ManagementAndGeneralAmt |
| Fundraising | $23,024 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,857 | TotalAmt |
| Program Services | $9,985 | ProgramServicesAmt |
| Management And General | $1,983 | ManagementAndGeneralAmt |
| Fundraising | $3,889 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,678 | TotalAmt |
| Program Services | $6,339 | ProgramServicesAmt |
| Fundraising | $6,339 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,413 | TotalAmt |
| Management And General | $7,413 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,415 | TotalAmt |
| Program Services | $9,902 | ProgramServicesAmt |
| Management And General | $2,923 | ManagementAndGeneralAmt |
| Fundraising | $4,590 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSE | $250,879 | $250,879 | ||
| BANK AND CREDIT CARD FE | $77,981 | $34,659 | $43,322 | |
| IN-KIND DONATIONS | $75,365 | $75,365 | ||
| EVENTS AND DONOR BENEFI | $64,967 | $61,343 | $279 | $3,345 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,752 | TotalAmt |
| Program Services | $48,123 | ProgramServicesAmt |
| Management And General | $115 | ManagementAndGeneralAmt |
| Fundraising | $21,514 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,793,497 | TotalAmt |
| Program Services | $9,515,474 | ProgramServicesAmt |
| Management And General | $400,375 | ManagementAndGeneralAmt |
| Fundraising | $877,648 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,911,225 | BOYAmt |
| EOY | $824,311 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,977 | BOYAmt |
| EOY | $3,628,267 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,022,112 | BOYAmt |
| EOY | $4,416,290 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,958 | BOYAmt |
| EOY | $17,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,570 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,906 | BOYAmt |
| EOY | $16,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,923,125 | BOYAmt |
| EOY | $5,086,878 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,197,182 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,167,303 | BOYAmt |
| EOY | $15,187,239 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,219,037 | BOYAmt |
| EOY | $1,815,959 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,219,037 | BOYAmt |
| EOY | $1,815,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,215,580 | BOYAmt |
| EOY | $11,144,367 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,732,686 | BOYAmt |
| EOY | $2,226,913 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,948,266 | BOYAmt |
| EOY | $13,371,280 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,167,303 | BOYAmt |
| EOY | $15,187,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$411,316 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$107,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,942,183 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,484,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,225,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,672,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,187,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,537,962 | CurrentTaxYearAmt |
| Total | $54,107,159 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,484,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,225,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,672,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,187,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,537,962 | CurrentTaxYearAmt |
| Total | $54,107,159 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,704,920 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,402,239 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $225,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,678 | CurrentTaxYearAmt |
| Total | $550,390 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $390,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $407,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $421,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $404,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,122 | CurrentTaxYearAmt |
| Total | $1,768,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,426,484 | TotalSupportAmt |
| Public Support CY170 | 0.84010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,854,763 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $200,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $287,438 | OtherExpendituresAmt |
| End Year Balance | $3,767,636 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,352,838 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,959 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $507,034 | OtherExpendituresAmt |
| End Year Balance | $3,854,763 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,692,734 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $701,226 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,122 | OtherExpendituresAmt |
| End Year Balance | $4,352,838 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,323,016 | BeginningYearBalanceAmt |
| Contributions | $6,724 | ContributionsAmt |
| Investment Earnings Or Losses | $500,872 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $137,878 | OtherExpendituresAmt |
| End Year Balance | $3,692,734 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,085,287 | BeginningYearBalanceAmt |
| Contributions | $16,347 | ContributionsAmt |
| Investment Earnings Or Losses | $294,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,810 | OtherExpendituresAmt |
| End Year Balance | $3,323,016 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,570 | DepreciationAmt |
| Book Value | $16,662 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,662 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE PAYMENTS TO MEMBER GROUPS | Desc |
| Book Value | $1,197,182 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,197,182 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,972,452 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$107,853 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $575,896 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $133,746 | OtherRevenueAmt |
| Revenue Not Reported | $601,789 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,370,663 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,518 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,518 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,382,181 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,491,621 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $575,896 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $133,746 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $709,642 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,781,979 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,518 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,518 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,793,497 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNITED PERFORMING ARTS FUND (UPAF) ESTABLISHED THE ENDOWMENT FUND FOR THE SOLE BENEFIT OF UPAF. DONOR RESTRICTED ENDOWMENT FUNDS ARE INVESTMENTS HELD AT THE GREATER MILWAUKEE FOUNDATION. ALL INVESTMENT INCOME EARNED BY THE ENDOWMENT FUND MAY BE ADDED TO THE PRINCIPAL, EXPENDED FOR CURRENT OPERATIONS, OR GIVEN TO MEMBER ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE LETTER OF AGREEMENT PERTAINING TO THE MANAGEMENT OF THE ENDOWMENT FUND PERMITS, UNDER CERTAIN CIRCUMSTANCES, THE DISTRIBUTION OF THE PRINCIPAL OF THE FUND TO UPAF. |
| PART X, LINE 2: | UPAF IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, UPAF QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A). UPAF IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. UPAF FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES WHICH INCREASES THE RELEVANCY AND COMPARABILITY OF FINANCIAL REPORTING BY CLARIFYING THE WAY COMPANIES ACCOUNT FOR UNCERTAINTIES IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. IT MAKES RECOGNITION AND MEASUREMENT MORE CONSISTENT AS WELL AS OFFERING CLEAR CRITERIA FOR SUBSEQUENTLY RECOGNIZING, DERECOGNIZING AND MEASURING SUCH TAX POSITIONS FOR FINANCIAL STATEMENT PURPOSES. UPAF'S FEDERAL TAX EXEMPT INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. PENALTIES AND INTEREST, IF AND WHEN ASSESSED BY INCOME TAXING AUTHORITIES, ARE INCLUDED IN ADMINISTRATIVE EXPENSE. UPAF HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEARS ENDED AUGUST 31, 2016 AND 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE NETTED WITH REVENUE 133,746. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE NETTED WITH REVENUE 133,746. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLAR DEVELOPMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 N WATER ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $314,824 | GrossReceiptsAmt |
| Retained By Contractor | $109,114 | RetainedByContractorAmt |
| Net To Organization | $205,710 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $314,824 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $109,114 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $205,710 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MILLER RIDE FOR THE ARTS | Event1Nm |
| Gross Receipts Event1 | $559,868 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $281,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $278,868 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,512 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $5,495 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $43,778 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,817 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $76,144 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $559,868 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $281,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $278,868 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,512 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,495 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $43,778 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,817 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $76,144 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $133,746 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $145,122 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEL CANTO CHORUS OF MILWAUKEE | ||||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | 396078185 | 501(C)(3) | $65,853 | FINANCIAL SUPPORT OF OPERATIONS | |
| DANCEWORKS INC | ||||||||
| 1661 N WATER STREET | MILWAUKEE | WI | 53202 | 391734312 | 501(C)(3) | $192,375 | FINANCIAL SUPPORT OF OPERATIONS | |
| FIRST STAGE MILWAUKEE | ||||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53202 | 391634828 | 501(C)(3) | $960,652 | FINANCIAL SUPPORT OF OPERATIONS | |
| FLORENTINE OPERA COMPANY | ||||||||
| 770 N WATER STREET | MILWAUKEE | WI | 53202 | 391098132 | 501(C)(3) | $810,323 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE BALLET COMPANY INC | ||||||||
| 504 W NATIONAL AVE | MILWAUKEE | WI | 53204 | 391134735 | 501(C)(3) | $883,220 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE CHAMBER THEATRE LTD | ||||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | 391323345 | 501(C)(3) | $169,607 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE CHILDREN'S CHOIR | ||||||||
| PO BOX 13065 | WAUWATOSA | WI | 53213 | 391989384 | 501(C)(3) | $89,229 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE PUBLIC THEATRE INC | ||||||||
| 626 E KILBOURN AVE | MILWAUKEE | WI | 53202 | 237219570 | 501(C)(3) | $79,822 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE REPERTORY THEATER INC | ||||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | 390946025 | 501(C)(3) | $1,708,572 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE SYMPHONY ORCHESTRA INC | ||||||||
| 700 N WATER STREET | MILWAUKEE | WI | 53202 | 396023436 | 501(C)(3) | $2,549,859 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 929 N WATER STREET | MILWAUKEE | WI | 53202 | 390973594 | 501(C)(3) | $402,222 | FINANCIAL SUPPORT OF OPERATIONS | |
| NEXT ACT THEATRE INC | ||||||||
| 342 N WATER STREET | MILWAUKEE | WI | 53202 | 391553360 | 501(C)(3) | $167,174 | FINANCIAL SUPPORT OF OPERATIONS | |
| PRESENT MUSIC INC | ||||||||
| 1840 N FARWELL | MILWAUKEE | WI | 53202 | 391438119 | 501(C)(3) | $163,830 | FINANCIAL SUPPORT OF OPERATIONS. | |
| RENAISSANCE THEATER WORKS INC | ||||||||
| 342 N WATER STREET | MILWAUKEE | WI | 53202 | 391783607 | 501(C)(3) | $147,796 | FINANCIAL SUPPORT OF OPERATIONS | |
| SKYLIGHT OPERA THEATRE CORPORATION | ||||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | 390975374 | 501(C)(3) | $601,015 | FINANCIAL SUPPORT OF OPERATIONS | |
| BOULEVARD ENSEMBLE STUDIO THEATRE | ||||||||
| PO BOX 238 | MILWAUKEE | WI | 53201 | 391648375 | 501(C)(3) | $8,673 | FINANCIAL SUPPORT OF OPERATIONS | |
| EARLY MUSIC NOW | ||||||||
| 2994 N 122ND ST | MILWAUKEE | WI | 53322 | 391594107 | 501(C)(3) | $5,500 | FINANCIAL SUPPORT OF OPERATIONS | |
| IN-TANDEM THEATRE INC | ||||||||
| 628 N 10TH STREET | MILWAUKEE | WI | 53233 | 391938277 | 501(C)(3) | $18,000 | FINANCIAL SUPPORT OF OPERATIONS | |
| LATINO ARTS INC | ||||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | 391548491 | 501(C)(3) | $14,000 | FINANCIAL SUPPORT OF OPERATIONS | |
| SHARON LYNN WILSON CENTER FOR THE ARTS | ||||||||
| 19805 W CAPITOL DRIVE | BROOKFIELD | WI | 53045 | 391787648 | 501(C)(3) | $10,000 | FINANCIAL SUPPORT OF OPERATIONS | |
| MILWAUKEE OPERA THEATRE | ||||||||
| PO BOX 182 | ELM GROVE | WI | 53122 | 392003992 | 501(C)(3) | $5,000 | FINANCIAL SUPPORT OF OPERATIONS | |
| BLACK ARTS THINK TANK (BATT) | ||||||||
| C/O CORY NETTLES 411 EWISCONSIN AVE | MILWAUKEE | WI | 53202 | 471889202 | 501(C)(3) | $18,000 | FINANCIAL SUPPORT OF OPERATIONS | STE 2400 |
| WILD SPACE DANCE COMPANY | ||||||||
| 350 E KILBOURN AVE SUITE 550 | MILWAUKEE | WI | 53202 | 391602186 | 501(C)(3) | $7,500 | FINANCIAL SUPPORT OF OPERATIONS | |
| RACINE SYMPHONY ORCHESTRA | ||||||||
| 800 CENTER STREET | RACINE | WI | 53401 | 396076878 | 501(C)(3) | $10,000 | FINANCIAL SUPPORT OF OPERATIONS | |
| LESS DIRECT DONOR DESIGNATIONS | ||||||||
| -$1,232,817 | FINANCIAL PURPOSE OF OPERATIONS | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UPAF IS DISTRIBUTING A TOTAL OF $9,175,000 INCLUDING DONOR DESIGNATIONS IN THE 2015-2016 SEASON TO ITS MEMBER AND AFFILIATE GROUPS. UPAF MEMBER GROUPS WILL RECEIVE A TOTAL OF $9,106,018 AND $138,982 WILL BE DISBURSED TO THE UPAF AFFILIATES. THE ALLOCATION OF UNRESTRICTED OPERATING FUNDS TO UPAF MEMBER GROUPS IS BASED ON A FORMULA CONSISTING OF CORE FUNDS TO ENSURE STABILITY, AS WELL AS ADDITIONAL FUNDS BASED ON ASSESSMENT OF ORGANIZATIONAL PERFORMANCE. IN ADDITION, MEMBER GROUPS EARN FUNDS FOR THEIR PARTICIPATION IN, AND SUPPORT OF, THE ANNUAL UPAF CAMPAIGN. THROUGHOUT THIS RIGOROUS ALLOCATION REVIEW PROCESS, UPAF'S FUND DISTRIBUTION COMMITTEE EVALUATES MEMBER GROUPS' SUBMISSION RELATIVE TO THEIR AUDITED FINANCIAL STATEMENTS, MARKET PERFORMANCE, OVERALL MANAGEMENT AND EDUCATION/OUTREACH PROGRAMS. COMMITTEE MEMBERS ANALYZE, ASSESS AND SCORE MEMBER GROUP APPLICATIONS AND MEET WITH EACH MEMBER GROUP INDIVIDUALY AS WELL AS IN A PANEL REVIEW PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEANNA TILLISCH | ||||||||||||||
| PRESIDENT | $198,831 | $0 | $14,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $212,831 | $0 | $0 | $0 |
| DEB SCHMIDT | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $125,390 | $0 | $5,625 | $0 | $0 | $0 | $24,000 | $0 | $0 | $0 | $155,015 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | UNIVERSITY CLUB IS A FACILITY USED FOR MEETINGS, LUNCHEONS AND DINNERS. THE PRESIDENT USES THE SOCIAL CLUB MEMBERSHIP FOR DONOR CULTIVATION. |
| PART I, LINE 7 | THE BOARD CHAIR PERFORMS THE PRESIDENT'S ANNUAL EVALUATION, INCLUDING A PERCENTAGE TREND COMPARISON OF BONUSES AWARDED TO OFFICERS AT UPAF AS WELL AS HOW OTHER SIMILAR NONPROFITS COMPENSATE THEIR PRESIDENT. |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,614 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TICKETS | 11 | $20,515 | FMV |
| Yes (X) | MERCHANDISE | 9 | $17,236 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT AUDITOR IN CONSULTATION WITH THE UNITED PERFORMING ARTS FUND'S FINANCE AND OPERATIONS DIRECTOR. AFTER A DRAFT OF THE 990 IS PREPARED, THE UNITED PERFORMING ARTS FUND EXECUTIVE VICE PRESIDENT REVIEWS THE RETURN FOR ACCURACY. THEN, THE RETURN IS PRESENTED TO UPAF'S AUDIT AND COMPLIANCE COMMITTEE AND BOARD FOR FINAL APPROVAL AND SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS ANNUALLY ADMINISTERED TO ALL CURRENT UPAF BOARD, STAFF AND STANDING COMMITTEE MEMBERS FOR COMPLETION. RESULTS ARE COMPILED, REVIEWED AND ANY NECESSARY ACTIONS THAT NEED TO BE TAKEN TO MAINTAIN COMPLIANCE WITH THE POLICY ARE IMPLEMENTED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CURRENT BOARD CHAIR, INCOMING BOARD CHAIR AND GOVERNANCE COMMITTEE MET, REVIEWED, DELIBERATED AND APPROVED THE CURRENT UPAF PRESIDENT'S CONTRACT AND COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PRIOR PERIOD ADJUSTMENT TO RESTATE NET ASSETS 7,942,183. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT. |
| FORM 990, PART X, LINE 15, 17 & LINE 27: | THE ORGANIZATION HAS DETERMINED THAT THE ACCOUNTING FOR ALLOCATIONS TO MEMBER ORGANIZATIONS AND AFFILIATES AWARDED FOR THE PERIOD FROM SEPTEMBER 2016 TO AUGUST 2017 SHOULD NOT BE REPORTED AS A PAYABLE AND AN EXPENSE AS OF AUGUST 31, 2016. THE BOARD OF DIRECTORS DOES NOT APPROVE THE ALLOCATIONS TO MEMBER ORGANIZATIONS AND AFFILIATES UNTIL AFTER THE FISCAL YEAR END AND THUS DOES NOT OBLIGATE THE ORGANIZATION TO THE FUNDING REQUIREMENTS AS OF AUGUST 31, 2016. HOWEVER, THE BOARD OF DIRECTORS DOES DESIGNATE A PORTION OF THE ORGANIZATION'S UNRESTRICTED NET ASSETS FOR FUTURE ALLOCATIONS TO MEMBER ORGANIZATIONS AND AFFILIATES PRIOR TO AND AS OF AUGUST 31, 2016. THE RESTATEMENT RESULTS IN AN INCREASE IN NET ASSETS AS A RESULT OF THE CHANGE IN REPORTING ON NON-DONOR ALLOCATIONS TO MEMBER ORGANIZATIONS AND AFFILIATES. |
| FORM 990, PART VIII & PART IX, LINES 1F & 1 | DONOR DESIGNATIONS TO MEMBER GROUPS WAS RECLASSED FROM GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS (PART IX, LINE 1) TO A REDUCTION IN ALL OTHER CONTRIBUTIONS (PART VIII, LINE 1F). |
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