2013-01-15T13:09:33-06:00 2012-08-31 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2011-09-01 396100399 UNITED PERFORMING ARTS FUND INC UNIT 4142738723 301 W WISCONSIN AVE NO 600 MILWAUKEE WI 53203 DEANNA L TILLISCH 4142738723 2013-01-14 1 JILL M BOYLE P01246734 4144634411 2011 2016-02-25 16:41:14Z X DEANNA L TILLISCH 301 W WISCONSIN AVE NO 600 MILWAUKEE WI 53203 10143754 0 X WWW.UPAF.ORG X 1966 WI INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN. 26 25 38 600 0 0 10118259 9748594 0 0 123027 123672 104701 125946 10345987 9998212 7529352 7604000 0 0 1463626 1503865 0 0 600344 793058 824873 9786036 9932738 559951 65474 11504477 11453478 6878465 6581007 4626012 4872471 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 8935768 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. 8935768 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 1 0 0 0 0 0 0 0 0 0 0 1 12 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 26 25 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WI X X SUSAN R CONNOR 4142704486 929 N WATER STREET MILWAUKEE WI 53202 JANE BELL 1.00 X 0 0 0 TINA CHANG 1.00 X 0 0 0 JON VAN DRISSE 1.00 X X 0 0 0 SUSAN FRAUTSCHI 1.00 X 0 0 0 PAUL MATHEWS 1.00 X 0 0 0 MIKE JONES 1.00 X 0 0 0 ALEC FRASER 1.00 X X 0 0 0 MARK MILLER 1.00 X X 0 0 0 RICHARD MEEUSEN 1.00 X X 0 0 0 KEVIN STEINER 1.00 X 0 0 0 AUSTIN RAMIREZ 1.00 X 0 0 0 PAUL PURCELL 1.00 X 0 0 0 GARY POLINER 1.00 X 0 0 0 GALE KLAPPA 1.00 X 0 0 0 WADE HOBGOOD 1.00 X 0 0 0 CHARLES HARVEY 1.00 X 0 0 0 PATRICK NOBLE 1.00 X 0 0 0 STEVE RICHMAN 1.00 X 0 0 0 CARLENE ZIEGLER 1.00 X 0 0 0 ANNE ZIZZO 1.00 X 0 0 0 JULIA TAYLOR 1.00 X 0 0 0 MARK FURLONG 1.00 X 0 0 0 GREGORY RYAN 1.00 X 0 0 0 JULIE TOLAN 1.00 X 0 0 0 BETH WNUK 1.00 X 0 0 0 SUSAN FRONK 1.00 X 0 0 0 DEANNA TILLISCH 50.00 X 14904 0 0 LINDA EDELSTEIN 50.00 X 105250 0 0 CRISTINA GARCIA-THOMAS 50.00 X 186500 0 3235 306654 0 3235 2 1 1 0 0 264354 9484240 9748594 100067 100067 37000 13395 23605 23605 23605 258093 264354 132147 125946 125946 9998212 0 0 249618 7604000 7604000 231903 154343 16454 61106 1040270 541681 204122 294467 20522 11228 3558 5736 91914 50288 15936 25690 119256 65247 20677 33332 16950 16950 10015 10015 29555 5000 19555 5000 92309 73847 18462 49059 25126 9951 13982 56570 15845 12440 28285 79815 40901 17326 21588 17136 7433 5315 4388 13876 6938 6938 15810 15810 28458 21258 3206 3994 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 37091 31440 -706 6357 9932738 8935768 396626 600344 5336292 5095510 293666 294097 2088497 2053800 29560 27098 245763 202137 57618 43626 3698844 3939347 11504477 11453478 6878465 6581007 6878465 6581007 X 3403929 3754230 1222083 1118241 4626012 4872471 11504477 11453478 X 65474 180985 X 0 1 1 X 0 X 10596682 8569099 9130444 9804014 9484240 47584479 10596682 8569099 9130444 9804014 9484240 47584479 5123799 42460680 83422 60756 19096 50659 100067 314000 292290 267068 418946 390300 1368604 49267083 163835 0.86180 0.87790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 895646 61801 35810 921637 835210 96416 35980 895646 814279 58021 37090 835210 929393 -78309 36805 814279 1.00000 1 0 15767 13792 1975 229996 188345 41651 43626 9998212 9932738 65474 180985 180985 246459 11204714 180985 903385 122132 1206502 9998212 0 9998212 10958255 903385 132147 1035532 9922723 10015 10015 9932738 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. X X X X X X 1 TAYLAR DEVELOPMENT 735 N WATER ST MILWAUKEE WI 53202 TELEFUNDING 0 239175 87233 151942 239175 87233 151942 WI MILLER LITE RIDE FOR THE ARTS 522447 264354 258093 37135 10789 2500 81723 522447 264354 258093 37135 10789 2500 81723 132147 125946 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 1 1 X X 0 0 0 0 0 0 0 0 0 CRISTINA GARCIA-THOMAS 180000 0 6500 0 0 0 0 0 3235 0 189735 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. 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 X 7 25367 FMV X GIFT CARDS 19 6154 FMV X TICKETS 12 6848 FMV X MERCHANDISE 7 21309 FMV 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 180,985.