2011-04-12T14:24:36-05:00 2010-08-31 Schenck SC 11414 W Park Place Ste 200 Milwaukee WI 53224 990 2009-09-01 396100399 United Performing Arts Fund Inc UNIT 4142738723 929 North Water Street Milwaukee WI 53202 CRISTINA GARCIA-THOMAS 4142738723 2011-04-06 1 Christie Felton 4144634411 2009 2016-02-24 21:20:13Z cristina garcia-thomas 929 North Water Street Milwaukee WI 53202 9672336 0 X www.upaf.org X 1966 WI THE UNITED PERFORMING ARTS FUND, INC. MISSION IS TO ADVANCE THE EXCELLENCE AND SUSTAINABILITY OF THE PERFORMING ARTS IN METRO MILWAUKEE THROUGH COMMUNITY FUNDRAISING, ADVOCACY, COLLABORATION, SUPPORT SERVICES, AND THE RESPONSIBLE INVESTMENT AND ALLOCATION OF RESOURCES. 47 33 34 600 0 0 8569099 9130444 0 92107 94743 292290 267068 8953496 9492255 7128131 7250335 0 1371314 1227704 0 902406 1020572 996036 9520017 9474075 -566521 18180 10221834 10488217 6639942 6740096 3581892 3748121 UPAF'S MISSION IS TO ADVANCE THE EXCELLENCE AND SUSTAINABILITY OF THE PERFORMING ARTS IN METRO MILWAUKEE THROUGH COMMUNITY FUNDRAISING, ADVOCACY, COLLABORATION, SUPPORT SERVICES, AND THE RESPONSIBLE INVESTMENT AND ALLOCATION OF RESOURCES. 0 0 8006112 THE FUNDS THAT THE UNITED PERFORMING ARTS FUND DISBURSES TO ITS 34 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. 8006112 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 12 0 1 34 1 0 0 0 0 0 1 1 0 0 0 47 33 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 WI X X LINDA J EDELSTEIN 4142704486 929 N WATER STREET MILWAUKEE WI 53202 THOMAS ELLIS 1.00 X X 0 0 0 GLEN HACKMANN 1.00 X 0 0 0 JOE PICKART 1.00 X X 0 0 0 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 TED KELLNER 1.00 X 0 0 0 LINDA MELLOWES 1.00 X 0 0 0 SUSAN FRAUTSCHI 1.00 X 0 0 0 JOHN EMORY JR 1.00 X 0 0 0 PAUL MATHEWS 1.00 X 0 0 0 MIKE JONES 1.00 X 0 0 0 JUNE GARLAND 1.00 X 0 0 0 JENNIFER MATTES 1.00 X 0 0 0 THOMAS TUTTLE JR 1.00 X 0 0 0 ALEC FRASER 1.00 X X 0 0 0 RICHARD MEEUSEN 1.00 X 0 0 0 PATRICK NOBLE 1.00 X 0 0 0 SUSAN KREH 1.00 X 0 0 0 STEVE RICHMAN 1.00 X 0 0 0 CARLENE ZIEGLER 1.00 X 0 0 0 EDWARD J ZORE 1.00 X 0 0 0 CHRIS ABELE 1.00 X 0 0 0 JILL HAAS 1.00 X 0 0 0 JAN WADE 1.00 X 0 0 0 BETSY CORRY 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 LAURA GOUGH 1.00 X 0 0 0 MIKE KOGELIS 1.00 X 0 0 0 MARK MILLER 1.00 X 0 0 0 JUDY PERKINS 1.00 X 0 0 0 GREGORY RYAN 1.00 X 0 0 0 TOM BARNUM 1.00 X 0 0 0 CHRIS BURGENER 1.00 X 0 0 0 MIKE CARTER 1.00 X 0 0 0 ELIZABETH TOWNSEND BRIDGE 1.00 X 0 0 0 JOHN KORDSMEIER 1.00 X 0 0 0 DEBBIE PAVLETICH 1.00 X 0 0 0 DAVID HERTEL 1.00 X 0 0 0 CLAY NESLER 1.00 X 0 0 0 LOIS SMITH 1.00 X 0 0 0 JOHN STOLLENWERK 1.00 X 0 0 0 SUSAN WERNECKE 1.00 X 0 0 0 EMMETT WRIGHT 1.00 X 0 0 0 JULIE TOLAN 1.00 X 0 0 0 BETH WNUK 1.00 X 0 0 0 CRISTINA GARCIA-THOMAS 50.00 X 154886 0 5348 LINDA EDELSTEIN 40.00 X 71232 0 7976 226118 0 13324 1 0 1 0 0 9130444 9130444 19096 19096 75647 75647 75647 75647 447149 180081 267068 267068 9492255 0 0 361811 7250335 7250335 341566 106641 132717 102208 711377 222979 106150 382248 97232 8908 24036 64288 77529 16991 16623 43915 86183 86183 8094 8094 12781 499 11185 1097 64637 20900 327 43410 65877 5022 26402 34453 55633 15454 6181 33998 75083 72486 2597 26559 458 3910 22191 13355 38 9043 4274 17413 1991 4306 11116 15931 1096 9218 5617 provision for uncollect 230688 230688 TELEFUNDING 100083 100083 DIRECT PROGRAM EXPENSE 94798 94798 PRINTING & PUBLICATIONS 47316 2832 4539 39945 BANK AND CREDIT CARD FE 44895 44157 738 36710 26482 10228 9474075 8006112 565557 902406 3551650 3454151 1014058 1292971 2747798 2638695 1235 1337 9965 4357 265217 193765 79775 71452 2817353 3025254 10221834 10488217 6639942 6740096 6639942 6740096 X 2241462 2577060 1340430 1171061 3581892 3748121 10221834 10488217 X 0 1 1 X 0 X 10600294 10557291 10596682 8569099 9130444 49453810 10600294 10557291 10596682 8569099 9130444 49453810 2898640 46555170 154111 273507 83422 60756 19096 590892 292290 267068 559358 50604060 163835 0.92000 0.98260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 814279 58021 37090 835210 929393 -78309 36805 814279 1.00000 0 0 15767 8432 7335 249450 185333 64117 71452 9492255 9474075 18180 148049 148049 166229 10511529 148049 699238 171987 1019274 9492255 0 9492255 10345300 699238 180081 879319 9465981 8094 8094 9474075 Part V, Line 4: Description of Intended Use of Endowment Funds: 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: Description of Uncertain Tax Positions Under FIN 48: Effective September 1, 2009, UPAF has adopted the guidance for accounting for uncertainties in income taxes which is part of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes. This guidance increases the relevancy and comparability of financial reporting by clarifying the way entities 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. This adoption had no impact on UPAF's financial position, activities or cash flows. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSE: 180081. investment fees: -8094. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSE: 180081. Part XIII, Line 4b - Other Adjustments: investment fees: 8094. X X X X X X 1 TAYLAR DEVELOPMENT TELEFUNDING 0 340159 88622 251537 340159 88622 251537 WI MILLER LITE RIDE FOR THE CURE 447149 447149 3690 176391 447149 447149 3690 176391 180081 267068 1 BEL CANTO CHORUS OF MILWAUKEE 158 N BROADWAY MILWAUKEE WI 53202 396078185 501(c)(3) 59684 FINANCIAL SUPPORT OF OPERATIONS DANCEWORKS INC 1661 N WATER STREET MILWAUKEE WI 53202 391734312 501(c)(3) 126056 FINANCIAL SUPPORT OF OPERATIONS FIRST STAGE MILWAUKEE 325 W WALNUT STREET MILWAUKEE WI 53202 391634828 501(c)(3) 450646 FINANCIAL SUPPORT OF OPERATIONS FLORENTINE OPERA COMPANY 770 N WATER STREET MILWAUKEE WI 53202 391098132 501(c)(3) 686563 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE BALLET COMPANY INC 504 W NATIONAL AVE MILWAUKEE WI 53204 391134735 501(c)(3) 795442 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE CHAMBER THEATRE LTD 158 N BROADWAY MILWAUKEE WI 53202 391323345 501(c)(3) 122399 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE CHILDREN'S CHOIR PO BOX 13065 WAUWATOSA WI 53213 391989384 501(c)(3) 22760 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE PUBLIC THEATRE INC 626 E KILBOURN AVE MILWAUKEE WI 53202 237219570 501(c)(3) 83399 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE REPERTORY THEATER INC 108 E WELLS STREET MILWAUKEE WI 53202 390946025 501(c)(3) 1097281 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE SYMPHONY ORCHESTRA INC 700 N WATER STREET MILWAUKEE WI 53202 396023436 501(c)(3) 2461295 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC 929 N WATER STREET MILWAUKEE WI 53202 390973594 501(c)(3) 287541 FINANCIAL SUPPORT OF OPERATIONS NEXT ACT THEATRE INC 342 N WATER STREET MILWAUKEE WI 53202 391553360 501(c)(3) 141701 FINANCIAL SUPPORT OF OPERATIONS PRESENT MUSIC INC 1840 N FARWELL MILWAUKEE WI 53202 391438119 501(c)(3) 172773 FINANCIAL SUPPORT OF OPERATIONS. RENAISSANCE THEATER WORKS INC 342 N WATER STREET MILWAUKEE WI 53202 391783607 501(c)(3) 71063 FINANCIAL SUPPORT OF OPERATIONS SKYLIGHT OPERA THEATRE CORPORATION 158 N BROADWAY MILWAUKEE WI 53202 390975374 501(c)(3) 543904 FINANCIAL SUPPORT OF OPERATIONS BOULEVARD ENSEMBLE STUDIO THEATRE PO BOX 238 MILWAUKEE WI 53201 391648375 501(c)(3) 12272 FINANCIAL SUPPORT OF OPERATIONS FESTIVAL CITY SYMPHONY 4240 N ARDMORE AVE MILWAUKEE WI 53211 391777883 501(c)(3) 10653 FINANCIAL SUPPORT OF OPERATIONS IN-TANDEM THEATRE INC 628 N 10TH STREET MILWAUKEE WI 53233 391938277 501(c)(3) 20459 FINANCIAL SUPPORT OF OPERATIONS LATINO ARTS INC 1028 S 9TH STREET MILWAUKEE WI 53204 391548491 501(c)(3) 11063 FINANCIAL SUPPORT OF OPERATIONS MILWAUKEE CHORAL ARTISTS 2512 E LINWOOD AVE MILWAUKEE WI 53211 391989600 501(c)(3) 6422 FINANCIAL SUPPORT OF OPERATIONS RACINE SYMPHONY ORCHESTRA PO BOX 1874 RACINE WI 53401 396076878 501(c)(3) 5341 FINANCIAL SUPPORT OF OPERATIONS WAUKESHA SYMPHONY ORCHESTRA 234 W MAIN STREET SUITE 9 WAUKESHA WI 53186 396056460 501(c)(3) 9602 FINANCIAL SUPPORT OF OPERATIONS WILD SPACE DANCE COMPANY 350 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 391602186 501(c)(3) 11211 FINANCIAL SUPPORT OF OPERATIONS KO-THI DANCE COMPANY PO BOX 1093 MILWAUKEE WI 53201 237228502 501(c)(3) 10863 financial support of operations 25 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: UPAF is distributing a total of $7,250,333 in the 2010-11 season to its Member and Affiliate Groups. UPAF Member Groups will receive a total of $7,122,506 and $127,828 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 154886 0 0 0 0 0 5348 0 0 0 160234 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 16476 PROVIDES MARKETING, BRANDING, CREATIVE DEVELOPMENT, ADVERTISING AND PUBLIC RELATIONS SERVICES. 0 CARLENE ZIEGLER AT LARGE DIRECTOR OF ORGANIZATION AND ADVISOR TO ARTISAN PARTNERS LLP THE ORGANIZATION HAD FUNDS INVESTED IN ARTISAN PARTNER FUNDS. CARLENE WAS A FORMER CO-FOUNDER AND A CURRENT ADVISOR WITH ARTISAN PARTNERS LLP 0 Form 990, Part VI, Section A, line 7a THE ORGANIZATION HAS MEMBERS AND AFFILIATES. THE MEMBERS CONSIST OF CORNERSTONE MEMBERS AND REGULAR MEMBERS. MEMBERS MUST MEET GENERAL CRITERIA, MANAGEMENT EXCELLENCE CRITERIA, FINANCIAL CRITERIA AND FUNDRAISING AND ALLOCATION CRITERIA. AFFILIATES INCLUDE FORMER MEMBERS WHO HAVE CHOSEN AFFILIATE STATUS AND CURRENT AWARDEES UNDER THE UPAF GRANTS PROGRAM. Form 990, Part VI, Section A, line 7a MEMBERS DO NOT HAVE ANY VOTING RIGHTS. ALL VOTING RIGHTS ARE VESTED SOLELY IN THE BOARD OF DIRECTORS. Form 990, Part VI, Section A, line 7b EACH MEMBER SHALL BE ENTITLED TO NAME ONE DIRECTOR WHO SHALL BE THE PRESIDENT OR CHAIRMAN OF THE MEMBER ORGANIZATION AND EACH DIRECTOR SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE AT A MEETING OF DIRECTORS. THEREFORE, ALL BOARD DECISIONS ARE OPEN TO THE APPROVAL OF MEMBERS. 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 FINANCE & INVESTMENT COMMITTEE 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. THIS DELIBERATION HAPPENED OVER SEVERAL MONTHS BEGINNING IN MID JULY, 2009 WITH A FINAL APPROVED CONTRACT BY ALL PARTIES ACCEPTED IN APRIL 2010. 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 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.