UNITED PERFORMING ARTS FUND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED PERFORMING ARTS FUND INC (EIN 39-6100399)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-01-15
- IRS object ID
- 201300159349300840
- Schema version
- 2011v1.2
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-15T13:09:33-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE STE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396100399 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PERFORMING ARTS FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 4142738723 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W WISCONSIN AVE NO 600 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEANNA L TILLISCH | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 4142738723 | Phone |
| Date Signed | 2013-01-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL M BOYLE | Name |
| PTIN | P01246734 | PTIN |
| Phone | 4144634411 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | DEANNA L TILLISCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W WISCONSIN AVE NO 600 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10143754 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UPAF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10118259 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9748594 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 123027 | InvestmentIncomePriorYear |
| Investment Income Current Year | 123672 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 104701 | OtherRevenuePriorYear |
| Other Revenue Current Year | 125946 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10345987 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9998212 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7529352 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7604000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1463626 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1503865 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 600344 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 793058 | OtherExpensePriorYear |
| Other Expenses Current Year | 824873 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9786036 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9932738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 559951 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 65474 | RevenuesLessExpensesCY |
| Total Assets BOY | 11504477 | TotalAssetsBOY |
| Total Assets EOY | 11453478 | TotalAssetsEOY |
| Total Liabilities BOY | 6878465 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6581007 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4626012 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4872471 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8935768 | Expense |
| Description | THE FUNDS THAT THE UNITED PERFORMING ARTS FUND DISBURSES TO ITS 36 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. | Description |
| Total Program Service Expense | 8935768 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN R CONNOR | NamePerson |
| Telephone Number | 4142704486 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 N WATER STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| JANE BELL | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TINA CHANG | |||||||
| CAMPAIGN CO-CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| JON VAN DRISSE | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| SUSAN FRAUTSCHI | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL MATHEWS | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MIKE JONES | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALEC FRASER | |||||||
| IMMEDIATE PAST CHAIR/AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | X | |
| MARK MILLER | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| RICHARD MEEUSEN | |||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | X | |
| KEVIN STEINER | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AUSTIN RAMIREZ | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL PURCELL | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARY POLINER | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GALE KLAPPA | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WADE HOBGOOD | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES HARVEY | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK NOBLE | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE RICHMAN | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CARLENE ZIEGLER | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANNE ZIZZO | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JULIA TAYLOR | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK FURLONG | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY RYAN | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JULIE TOLAN | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETH WNUK | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN FRONK | |||||||
| AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEANNA TILLISCH | |||||||
| PRESIDENT | 50.00 | 14904 | 0 | 0 | X | ||
| LINDA EDELSTEIN | |||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | 105250 | 0 | 0 | X | ||
| CRISTINA GARCIA-THOMAS | |||||||
| FORMER PRESIDENT | 50.00 | 186500 | 0 | 3235 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 306654 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3235 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 264354 | FundraisingEvents |
| All Other Contributions | 9484240 | AllOtherContributions |
| Total Contributions | 9748594 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100067 | TotalRevenueColumn |
| Exclusion | $100,067 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13395 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23605 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23605 | TotalRevenueColumn |
| Exclusion | $23,605 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 258093 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 264354 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 132147 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125946 | TotalRevenueColumn |
| Exclusion | $125,946 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9998212 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $249,618 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7604000 | Total |
| Program Services | 7604000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231903 | Total |
| Program Services | 154343 | ProgramServices |
| Management And General | 16454 | ManagementAndGeneral |
| Fundraising | 61106 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040270 | Total |
| Program Services | 541681 | ProgramServices |
| Management And General | 204122 | ManagementAndGeneral |
| Fundraising | 294467 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20522 | Total |
| Program Services | 11228 | ProgramServices |
| Management And General | 3558 | ManagementAndGeneral |
| Fundraising | 5736 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91914 | Total |
| Program Services | 50288 | ProgramServices |
| Management And General | 15936 | ManagementAndGeneral |
| Fundraising | 25690 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119256 | Total |
| Program Services | 65247 | ProgramServices |
| Management And General | 20677 | ManagementAndGeneral |
| Fundraising | 33332 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16950 | Total |
| Management And General | 16950 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10015 | Total |
| Management And General | 10015 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29555 | Total |
| Program Services | 5000 | ProgramServices |
| Management And General | 19555 | ManagementAndGeneral |
| Fundraising | 5000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92309 | Total |
| Program Services | 73847 | ProgramServices |
| Fundraising | 18462 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49059 | Total |
| Program Services | 25126 | ProgramServices |
| Management And General | 9951 | ManagementAndGeneral |
| Fundraising | 13982 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56570 | Total |
| Program Services | 15845 | ProgramServices |
| Management And General | 12440 | ManagementAndGeneral |
| Fundraising | 28285 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79815 | Total |
| Program Services | 40901 | ProgramServices |
| Management And General | 17326 | ManagementAndGeneral |
| Fundraising | 21588 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17136 | Total |
| Program Services | 7433 | ProgramServices |
| Management And General | 5315 | ManagementAndGeneral |
| Fundraising | 4388 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13876 | Total |
| Program Services | 6938 | ProgramServices |
| Fundraising | 6938 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15810 | Total |
| Management And General | 15810 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28458 | Total |
| Program Services | 21258 | ProgramServices |
| Management And General | 3206 | ManagementAndGeneral |
| Fundraising | 3994 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSE | 130897 | 130897 | ||
| EVENTS AND DONOR BENEFI | 107520 | 104145 | 777 | 2598 |
| TELEFUNDING | 92302 | 46151 | 46151 | |
| BANK AND CREDIT CARD FE | 47510 | 25240 | 22270 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37091 | Total |
| Program Services | 31440 | ProgramServices |
| Management And General | -706 | ManagementAndGeneral |
| Fundraising | 6357 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9932738 | Total |
| Program Services | 8935768 | ProgramServices |
| Management And General | 396626 | ManagementAndGeneral |
| Fundraising | 600344 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5336292 | BOY |
| EOY | 5095510 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293666 | BOY |
| EOY | 294097 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2088497 | BOY |
| EOY | 2053800 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29560 | BOY |
| EOY | 27098 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 245763 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 202137 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57618 | BOY |
| EOY | 43626 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3698844 | BOY |
| EOY | 3939347 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11504477 | BOY |
| EOY | 11453478 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6878465 | BOY |
| EOY | 6581007 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6878465 | BOY |
| EOY | 6581007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3403929 | BOY |
| EOY | 3754230 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1222083 | BOY |
| EOY | 1118241 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4626012 | BOY |
| EOY | 4872471 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11504477 | BOY |
| EOY | 11453478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 65474 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 180985 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10596682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8569099 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9130444 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9804014 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9484240 | CurrentTaxYear |
| Total | 47584479 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10596682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8569099 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9130444 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9804014 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9484240 | CurrentTaxYear |
| Total | 47584479 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5123799 | AmountsSubstContributorsTotal |
| Public Support Total170 | 42460680 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83422 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50659 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100067 | CurrentTaxYear |
| Total | 314000 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 292290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 267068 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 418946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 390300 | CurrentTaxYear |
| Total | 1368604 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 49267083 | TotalSupport |
| Gross Receipts From Admissions Etc | 163835 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86180 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87790 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 895646 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 61801 | InvestmentEarningsOrLosses |
| Other Expenditures | 35810 | OtherExpenditures |
| End Of Year Balance | 921637 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 835210 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 96416 | InvestmentEarningsOrLosses |
| Other Expenditures | 35980 | OtherExpenditures |
| End Of Year Balance | 895646 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 814279 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 58021 | InvestmentEarningsOrLosses |
| Other Expenditures | 37090 | OtherExpenditures |
| End Of Year Balance | 835210 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 929393 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -78309 | InvestmentEarningsOrLosses |
| Other Expenditures | 36805 | OtherExpenditures |
| End Of Year Balance | 814279 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15767 | OtherCostOrOtherBasis |
| Depreciation | 13792 | Depreciation |
| Book Value | 1975 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 229996 | OtherCostOrOtherBasis |
| Depreciation | 188345 | Depreciation |
| Book Value | 41651 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43626 | TotalOfBookValueLandBuildings |
| Total Revenue | 9998212 | TotalRevenue |
| Total Expenses | 9932738 | TotalExpenses |
| Excess Or Deficit For Year | 65474 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 180985 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 180985 | TotalAdjustments |
| Excess Or Deficit Per FS | 246459 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11204714 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 180985 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 903385 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 122132 | OtherRevenues |
| Revenue Not Rptd F990 | 1206502 | RevenueNotRptdF990 |
| Revenue Subtotal | 9998212 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9998212 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10958255 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 903385 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 132147 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1035532 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9922723 | ExpensesSubtotal |
| Other Expenses Not Included | 10015 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10015 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9932738 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UPAF IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW. 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)(2). UPAF'S 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. IT IS UPAF'S ACCOUNTING POLICY THAT PENALTIES AND INTEREST, IF AND WHEN ASSESSED BY INCOME TAXING AUTHORITIES, ARE INCLUDED IN OPERATING EXPENSE. UPAF HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEARS ENDED AUGUST 31, 2012 AND 2011. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 132,147. INVESTMENT FEES -10,015. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 132,147. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 10,015. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLAR DEVELOPMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 N WATER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 239175 | GrossReceipts |
| Amount Retained By Contractor | 87233 | AmountRetainedByContractor |
| Net To Organization | 151942 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 239175 | TotalGrossReceipts |
| Total Retained By Contractors | 87233 | TotalRetainedByContractors |
| Total Net To Organization | 151942 | TotalNetToOrganization |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MILLER LITE RIDE FOR THE ARTS | NameOfEvent1 |
| Gross Receipts Event1 | 522447 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 264354 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 258093 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 37135 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10789 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 81723 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 522447 | GrossReceiptsTotal |
| Charitable Contributions Total | 264354 | CharitableContributionsTotal |
| Gross Revenue Total Events | 258093 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 37135 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 10789 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 81723 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 132147 | DirectExpenseSummaryEvents |
| Net Income Summary | 125946 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BEL CANTO CHORUS OF MILWAUKEE | |||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | 396078185 | 501(C)(3) | 114585 | FINANCIAL SUPPORT OF OPERATIONS |
| DANCEWORKS INC | |||||||
| 1661 N WATER STREET | MILWAUKEE | WI | 53202 | 391734312 | 501(C)(3) | 153275 | FINANCIAL SUPPORT OF OPERATIONS |
| FIRST STAGE MILWAUKEE | |||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53202 | 391634828 | 501(C)(3) | 564974 | FINANCIAL SUPPORT OF OPERATIONS |
| FLORENTINE OPERA COMPANY | |||||||
| 770 N WATER STREET | MILWAUKEE | WI | 53202 | 391098132 | 501(C)(3) | 685048 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE BALLET COMPANY INC | |||||||
| 504 W NATIONAL AVE | MILWAUKEE | WI | 53204 | 391134735 | 501(C)(3) | 823664 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE CHAMBER THEATRE LTD | |||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | 391323345 | 501(C)(3) | 138164 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE CHILDREN'S CHOIR | |||||||
| PO BOX 13065 | WAUWATOSA | WI | 53213 | 391989384 | 501(C)(3) | 83389 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE PUBLIC THEATRE INC | |||||||
| 626 E KILBOURN AVE | MILWAUKEE | WI | 53202 | 237219570 | 501(C)(3) | 84670 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE REPERTORY THEATER INC | |||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | 390946025 | 501(C)(3) | 1115576 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE SYMPHONY ORCHESTRA INC | |||||||
| 700 N WATER STREET | MILWAUKEE | WI | 53202 | 396023436 | 501(C)(3) | 2348729 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC | |||||||
| 929 N WATER STREET | MILWAUKEE | WI | 53202 | 390973594 | 501(C)(3) | 373114 | FINANCIAL SUPPORT OF OPERATIONS |
| NEXT ACT THEATRE INC | |||||||
| 342 N WATER STREET | MILWAUKEE | WI | 53202 | 391553360 | 501(C)(3) | 167269 | FINANCIAL SUPPORT OF OPERATIONS |
| PRESENT MUSIC INC | |||||||
| 1840 N FARWELL | MILWAUKEE | WI | 53202 | 391438119 | 501(C)(3) | 204717 | FINANCIAL SUPPORT OF OPERATIONS. |
| RENAISSANCE THEATER WORKS INC | |||||||
| 342 N WATER STREET | MILWAUKEE | WI | 53202 | 391783607 | 501(C)(3) | 112116 | FINANCIAL SUPPORT OF OPERATIONS |
| SKYLIGHT OPERA THEATRE CORPORATION | |||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | 390975374 | 501(C)(3) | 486557 | FINANCIAL SUPPORT OF OPERATIONS |
| BOULEVARD ENSEMBLE STUDIO THEATRE | |||||||
| PO BOX 238 | MILWAUKEE | WI | 53201 | 391648375 | 501(C)(3) | 13390 | FINANCIAL SUPPORT OF OPERATIONS |
| FESTIVAL CITY SYMPHONY | |||||||
| 4240 N ARDMORE AVE | MILWAUKEE | WA | 53211 | 391777883 | 501(C)(3) | 14415 | FINANCIAL SUPPORT OF OPERATIONS |
| FRANKLY MUSIC | |||||||
| PO BOX 13773 | MILWAUKEE | WI | 53213 | 200359705 | 501(C)(3) | 6000 | FINANCIAL SUPPORT OF OPERATIONS |
| IN-TANDEM THEATRE INC | |||||||
| 628 N 10TH STREET | MILWAUKEE | WI | 53233 | 391938277 | 501(C)(3) | 37523 | FINANCIAL SUPPORT OF OPERATIONS |
| LATINO ARTS INC | |||||||
| 1028 S 9TH STREET | MILWAUKEE | WI | 53204 | 391548491 | 501(C)(3) | 13000 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE CHORAL ARTISTS | |||||||
| 2512 E LINWOOD AVE | MILWAUKEE | WI | 53211 | 391989600 | 501(C)(3) | 5520 | FINANCIAL SUPPORT OF OPERATIONS |
| MILWAUKEE OPERA THEATRE | |||||||
| PO BOX 182 | ELM GROVE | WI | 53122 | 392003992 | 501(C)(3) | 5310 | FINANCIAL SUPPORT OF OPERATIONS |
| RACINE SYMPHONY ORCHESTRA | |||||||
| 800 CENTER STREET | RACINE | WI | 53401 | 396076878 | 501(C)(3) | 8100 | FINANCIAL SUPPORT OF OPERATIONS |
| WILD SPACE DANCE COMPANY | |||||||
| 350 E KILBOURN AVE SUITE 550 | MILWAUKEE | WI | 53202 | 391602186 | 501(C)(3) | 10000 | FINANCIAL SUPPORT OF OPERATIONS |
| WISCONSIN PHILHARMONIC | |||||||
| 234 W MAIN STEET SUITE 9 | WAUKESHA | WI | 53186 | 396056460 | 501(C)(3) | 11300 | FINANCIAL SUPPORT OF OPERATIONS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: UPAF IS DISTRIBUTING A TOTAL OF $7,752,153 IN THE 2012-13 SEASON TO ITS MEMBER AND AFFILIATE GROUPS. UPAF MEMBER GROUPS WILL RECEIVE A TOTAL OF $7,604,000 AND $148,153 WILL GO TO 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 AN 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' SUBMISSIONS RELATIVE TO THEIR FINANCES, MARKET PERFORMANCE, OVERALL MANAGEMENT AND EDUCATION/OUTREACH PROGRAMS. COMMITTEE MEMBERS SPEND NUMEROUS HOURS READING AND ANALYZING MEMBER GROUP APPLICATIONS IN PREPARATION FOR MULTIPLE ASSESSMENT AND SCORING MEETINGS, IN ADDITION TO INDIVIDUAL MEETINGS WITH EACH MEMBER GROUP IN A PANEL REVIEW PROCESS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CRISTINA GARCIA-THOMAS | NamePerson |
| Base Compensation Filing Org | 180000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 6500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3235 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 189735 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | UNIVERSITY CLUB IS A FACILITY USED FOR MEETINGS, LUNCHEONS AND DINNERS. THE PRESIDENT USES THE SOCIAL CLUB MEMBERSHIP FOR DONOR CULTIVATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ANNE ZIZZO | |||
| AT LARGE DIRECTOR OF ORGANIZATION AND CEO OF ZIZZO GROUP ADVERTISING & PR | 38900 | MARKETING | 0 |
| ANNE ZIZZO | |||
| AT LARGE DIRECTOR OF ORGANIZATION AND CEO OF ZIZZO GROUP ADVERTISING & PR | 65642 | IT SERVICES | 0 |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25367 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CARDS | 19 | 6154 | FMV |
| X | TICKETS | 12 | 6848 | FMV |
| X | MERCHANDISE | 7 | 21309 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | UPAF'S BYLAWS WERE CHANGED TO ADD NEW COMMITTEE CHARTERS | |
| 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 180,985. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments