2017-04-17T16:07:27-05:00 2016-08-31 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2015-09-01 396100399 UNITED PERFORMING ARTS FUND INC UNIT 4142738723 301 W WISCONSIN AVE NO 600 MILWAUKEE WI 53203 DEANNA L TILLISCH PRESIDENT & CEO 4142738723 2017-03-02 1 WENDY MALLO P01250277 4144634411 2015 2021-01-29 14:40:06Z DEANNA L TILLISCH 301 W WISCONSIN AVE NO 600 MILWAUKEE WI 53203 12138754 0 X WWW.UPAF.ORG X 1966 WI INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN. 25 25 36 843 0 0 11419646 11537962 0 0 482456 321924 171435 145122 12073537 12005008 9175000 9245000 0 0 1683788 1800076 0 109114 877648 1217876 942124 12076664 12096314 -3127 -91306 14167303 13990057 8219037 8240950 5948266 5749107 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. 0 0 10818291 9245000 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. 10818291 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 9 1 36 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X SUSAN R CONNOR 4142738723 301 W WISCONSIN AVE SUITE 600 MILWAUKEE WI 53203 JEFF BEHRING AT-LARGE DIRECTOR 1.00 X 0 0 0 SCOTT BEIGHTOL AT-LARGE DIRECTOR 1.00 X 0 0 0 TINA CHANG AT-LARGE DIRECTOR 1.00 X 0 0 0 CURT CULVER PAST CHAIR 1.00 X 0 0 0 KATHLEEN DOHEARTY AT-LARGE DIRECTOR 1.00 X 0 0 0 JON VAN DRISSE CHAIRPERSON 1.00 X X 0 0 0 PAUL EBERLE AT-LARGE DIRECTOR 1.00 X 0 0 0 PHIL FLYNN AT-LARGE DIRECTOR 1.00 X 0 0 0 CHRIS GOLLER AT-LARGE DIRECTOR 1.00 X 0 0 0 STEVEPHEN JOHNSON AT-LARGE DIRECTOR 1.00 X 0 0 0 GALE KLAPPA AT-LARGE DIRECTOR 1.00 X 0 0 0 DENNIS KOIS AT-LARGE DIRECTOR 1.00 X 0 0 0 JOHN KORDSMEIER AT-LARGE DIRECTOR 1.00 X 0 0 0 SUSAN KREH AT-LARGE DIRECTOR 1.00 X 0 0 0 GREG MARCUS AT-LARGE DIRECTOR 1.00 X 0 0 0 TIM MATTKE TREASURER 1.00 X X 0 0 0 RICHARD MEEUSEN AT-LARGE DIRECTOR 1.00 X 0 0 0 ANNMARIE MOLINA AT-LARGE DIRECTOR 1.00 X 0 0 0 PAUL PURCELL AT-LARGE DIRECTOR 1.00 X 0 0 0 STEVE RICHMAN AT-LARGE DIRECTOR 1.00 X 0 0 0 AUSTIN RAMIREZ SECRETARY 1.00 X X 0 0 0 JOE ROCK AT-LARGE DIRECTOR 1.00 X 0 0 0 ROB SANDERS AT-LARGE DIRECTOR 1.00 X 0 0 0 KEVIN STEINER AT-LARGE DIRECTOR 1.00 X 0 0 0 JULIA TAYLOR AT-LARGE DIRECTOR 1.00 X 0 0 0 DEANNA TILLISCH PRESIDENT 50.00 X 212831 0 0 BRUCE OOSGOOD CHIEF OPERATING OFFICER 50.00 X 116172 0 23062 DEB SCHMIDT CHIEF DEVELOPMENT OFFICER 50.00 X 131015 0 24000 460018 0 47062 3 0 1 0 0 281000 11256962 75365 11537962 46678 46678 275246 0 275246 275246 275246 278868 281000 133746 145122 145122 12005008 0 0 467046 9245000 9245000 453778 226889 226889 1064827 620702 240919 203206 36378 20372 5820 10186 124006 69443 19841 34722 121087 67809 19374 33904 19450 19450 109114 109114 11518 11518 8626 4313 4313 103646 82917 20729 38888 18862 6990 13036 80322 25736 14425 40161 87367 49677 14666 23024 15857 9985 1983 3889 12678 6339 6339 7413 7413 17415 9902 2923 4590 DIRECT PROGRAM EXPENSE 250879 250879 BANK AND CREDIT CARD FE 77981 34659 43322 IN-KIND DONATIONS 75365 75365 EVENTS AND DONOR BENEFI 64967 61343 279 3345 69752 48123 115 21514 12096314 10818291 400375 877648 4911225 824311 275977 3628267 4022112 4416290 17958 17649 97232 80570 16906 16662 4923125 5086878 14167303 13990057 8219037 8240950 8219037 8240950 X 4215580 4080580 1732686 1668527 5948266 5749107 14167303 13990057 -91306 -107853 0 X X 0 1 X 1 0 X 9484240 10225066 11672493 11187398 11537962 54107159 9484240 10225066 11672493 11187398 11537962 54107159 6704920 47402239 100067 131879 225771 45995 46678 550390 390300 407886 421443 404184 145122 1768935 56426484 0.84010 0.83380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3854763 200311 287438 3767636 4352838 8959 507034 3854763 3692734 701226 41122 4352838 3323016 6724 500872 137878 3692734 3085287 16347 294192 72810 3323016 1.00000 1 0 97232 80570 16662 16662 X 12595279 -107853 575896 133746 601789 11993490 11518 11518 12005008 12794438 575896 133746 709642 12084796 11518 11518 12096314 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. X X X X X X 1 TAYLAR DEVELOPMENT 735 N WATER ST MILWAUKEE WI 53202 TELEFUNDING 0 314824 109114 205710 314824 109114 205710 WI MILLER RIDE FOR THE ARTS 559868 281000 278868 2512 5495 43778 5817 76144 559868 281000 278868 2512 5495 43778 5817 76144 133746 145122 1 BEL CANTO CHORUS OF MILWAUKEE 158 N BROADWAY MILWAUKEE WI 53202 396078185 501(C)(3) 66315 FINANCIAL SUPPORT OF OPERATIONS DANCEWORKS INC 1661 N WATER STREET MILWAUKEE WI 53202 391734312 501(C)(3) 170998 FINANCIAL SUPPORT OF OPERATIONS FIRST STAGE MILWAUKEE 325 W WALNUT STREET MILWAUKEE WI 53202 391634828 501(C)(3) 966019 FINANCIAL SUPPORT OF OPERATIONS FLORENTINE OPERA COMPANY 770 N WATER STREET MILWAUKEE WI 53202 391098132 501(C)(3) 895632 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE BALLET COMPANY INC 504 W NATIONAL AVE MILWAUKEE WI 53204 391134735 501(C)(3) 964363 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE CHAMBER THEATRE LTD 158 N BROADWAY MILWAUKEE WI 53202 391323345 501(C)(3) 172307 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE CHILDREN'S CHOIR PO BOX 13065 WAUWATOSA WI 53213 391989384 501(C)(3) 78526 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE PUBLIC THEATRE INC 626 E KILBOURN AVE MILWAUKEE WI 53202 237219570 501(C)(3) 73321 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE REPERTORY THEATER INC 108 E WELLS STREET MILWAUKEE WI 53202 390946025 501(C)(3) 1713476 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE SYMPHONY ORCHESTRA INC 700 N WATER STREET MILWAUKEE WI 53202 396023436 501(C)(3) 2550369 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC 929 N WATER STREET MILWAUKEE WI 53202 390973594 501(C)(3) 433073 FINANCIAL SUPPORT OF OPERATIONS NEXT ACT THEATRE INC 342 N WATER STREET MILWAUKEE WI 53202 391553360 501(C)(3) 148292 FINANCIAL SUPPORT OF OPERATIONS PRESENT MUSIC INC 1840 N FARWELL MILWAUKEE WI 53202 391438119 501(C)(3) 147079 FINANCIAL SUPPORT OF OPERATIONS. RENAISSANCE THEATER WORKS INC 342 N WATER STREET MILWAUKEE WI 53202 391783607 501(C)(3) 138016 FINANCIAL SUPPORT OF OPERATIONS SKYLIGHT OPERA THEATRE CORPORATION 158 N BROADWAY MILWAUKEE WI 53202 390975374 501(C)(3) 588232 FINANCIAL SUPPORT OF OPERATIONS FINANCIAL SUPPORT OF OPERATIONS FINANCIAL SUPPORT OF OPERATIONS IN-TANDEM THEATRE INC 628 N 10TH STREET MILWAUKEE WI 53233 391938277 501(C)(3) 18000 FINANCIAL SUPPORT OF OPERATIONS LATINO ARTS INC 1028 S 9TH STREET MILWAUKEE WI 53204 391548491 501(C)(3) 14000 FINANCIAL SUPPORT OF OPERATIONS SHARON LYNN WILSON CENTER FOR THE ARTS 19805 W CAPITOL DRIVE BROOKFIELD WI 53045 391787648 501(C)(3) 10000 FINANCIAL SUPPORT OF OPERATIONS FINANCIAL SUPPORT OF OPERATIONS BLACK ARTS THINK TANK (BATT) C/O CORY NETTLES 411 EWISCONSIN AVE STE 2400 MILWAUKEE WI 53202 471889202 501(C)(3) 18000 FINANCIAL SUPPORT OF OPERATIONS FINANCIAL SUPPORT OF OPERATIONS RACINE SYMPHONY ORCHESTRA 800 CENTER STREET RACINE WI 53401 396076878 501(C)(3) 10000 FINANCIAL SUPPORT OF OPERATIONS 20 0 PART I, LINE 2: UPAF IS DISTRIBUTING A TOTAL OF $9,245,000 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. X 1 1 X X 0 0 0 0 0 0 0 1 0 DEANNA TILLISCH PRESIDENT 198831 0 14000 0 0 0 0 0 0 0 212831 0 0 0 DEB SCHMIDT CHIEF DEVELOPMENT OFFICER 125390 0 5625 0 0 0 24000 0 0 0 155015 0 0 0 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. X 10 37614 FMV X TICKETS 11 20515 FMV X MERCHANDISE 9 17236 FMV 0 0 0 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 XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT.