OVERTURE CENTER FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OVERTURE CENTER FOUNDATION INC (EIN 01-0645482)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202631329349302238
- Schema version
- 2024v5.5
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T08:57:57-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010645482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERTURE CENTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 6082584177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 STATE STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH BAUMGARTNER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6082584177 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN DONLEVY | PreparerPersonNm |
| PTIN | P01670215 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH BAUMGARTNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 STATE STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,656,970 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OVERTURE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | OVERTURE CENTER FOR THE ARTS ADVANCES COMMUNITY CULTURE AND QUALITY OF LIFE THROUGH THE ARTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 545 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $470,303 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,778,417 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,712,209 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,734,289 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,101,646 | CYProgramServiceRevenueAmt |
| PY Investment Income | $647,709 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,017,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $209,895 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,732 | CYOtherRevenueAmt |
| PY Total Revenue | $34,370,310 | PYTotalRevenueAmt |
| CY Total Revenue | $27,826,091 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,784,977 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,714,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $142,800 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $142,800 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,281,522 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,652,644 | PYOtherExpensesAmt |
| CY Other Expenses | $15,522,682 | CYOtherExpensesAmt |
| PY Total Expenses | $23,580,421 | PYTotalExpensesAmt |
| CY Total Expenses | $26,379,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,789,889 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,446,321 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,502,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,594,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,996,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,234,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,506,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,360,272 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION OPERATES THE OVERTURE CENTER FOR THE ARTS, A PERFORMING AND VISUAL ARTS CENTER. ITS MISSION IS TO ENRICH THE LIVES OF INDIVIDUALS AND THE COMMUNITY BY CREATING, ENCOURAGING, AND CATALYZING EXTRAORDINARY EXPERIENCES. THE OVERTURE CENTER PRESENTS A BROAD SPECTRUM OF HIGH QUALITY PERFORMING ARTS PROGRAMMING AND EDUCATIONAL OUTREACH PROGRAMS. THE CENTER RAISES FUNDS TO SUPPORT FREE AND LOW-COST COMMUNITY PROGRAMS AS WELL AS OTHER PROGRAMS AND INITIATIVES TO ADVANCE THE MISSION. NINE LOCAL PERFORMING ARTS COMPANIES ARE RESIDENT ORGANIZATIONS OF THE CENTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,798,105 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,632,792 | RevenueAmt |
| Desc | OVERTURE CENTER HOSTS OVER 700 EVENTS WITH OUR BOX OFFICE SELLING APPROXIMATELY 365,000 TICKETS ANNUALLY. OVERTURE CENTER PRESENTS A DIVERSE MIX OF PERFORMANCES, INCLUDING BROADWAY, NATIONAL TOURS, CABARET, LECTURES, COMEDY, CONCERTS, DANCE AND LOCAL ARTS PERFORMANCES. OVERTURE CENTER IS THE PERFORMANCE HOME TO NINE LOCAL, NONPROFIT RESIDENT ARTS COMPANIES WHO ANNUALLY SELL OVER 100,000 TICKETS TO THEIR PERFORMANCES AND RECEIVE RENTAL SUBSIDIES AND SOME SHARED SERVICES FROM OVERTURE TO SUPPORT THEIR WORK. OVERTURE CENTER FULFILLS THE CORE OF ITS MISSION THROUGH FOURTEEN EDUCATION AND ENGAGEMENT PROGRAMS TO ENSURE EXTRAORDINARY EXPERIENCES IN THE ARTS ARE ACCESSIBLE TO ALL. NEARLY 190,000 PEOPLE ANNUALLY ATTEND FREE/LOW-COST PERFORMANCES AND EXHIBITS OR PARTICIPATE IN ITS SCHOOL-BASED PROGRAMS. THIS REPRESENTS 37% OF THE 500,000+ TOTAL ANNUAL ARTISTIC EXPERIENCES. THESE PROGRAMS INCLUDE 'ONSTAGE STUDENT FIELD TRIPS' THAT PROVIDE NEARLY 18,000 PREK-12 STUDENTS WITH ACCESS TO DAYTIME PERFORMANCES AT THE CENTER, 'KIDS IN THE ROTUNDA' FREE FAMILIES PERFORMANCES THAT SERVE 24,000 PEOPLE AND THE JERRYS, A HIGH SCHOOL MUSICAL EXCELLENCE PROGRAM THAT ENGAGES OVER 100 SCHOOLS ACROSS THE STATE. OVER 3,300 ARTISTS PERFORM OR EXHIBIT AT OVERTURE, WITH 72% OF THESE ARTISTS RESIDING WITHIN DANE COUNTY. THE CENTER ALSO SERVES AS A UNIQUE EVENT VENUE FOR WEDDINGS, CORPORATE EVENTS, AND OTHER PUBLIC AND PRIVATE EVENTS. | Desc |
| Total Program Service Expenses | $22,798,105 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 145 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 545 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNI SEE | PersonNm |
| Phone | 6082584146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 STATE STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES YEHLE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TONY PATTERSON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEITH BAUMGARTNER | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| LYNETTE FONS | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| GREG PFLUGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HANAH JON TAYLOR | ||||||||
| DIRECTOR (THROUGH FEB) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVERETT MITCHELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY WHITE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE MARRIOTT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM ST VINCENT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PENG HER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK PEREGRINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| KURT LIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN HESLINGA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK CLEAR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA BURISH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE VERVEER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN LAMMERSFELD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL GREENWOOD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OSCAR MIRELES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURI ROMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CECILIA KRESS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE SENTY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANA HOOKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER VOGEL | ||||||||
| CFO/CBO | 40.00 | Yes (X) | $200,257 | $0 | $9,782 | |||
| EMILY GRUENEWALD | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | Yes (X) | $182,590 | $0 | $24,973 | |||
| TIMOTHY SAUERS | ||||||||
| CHIEF ARTISTIC EXPERIENCES OFFICER | 40.00 | Yes (X) | $186,145 | $0 | $12,973 | |||
| MICHAEL CONWAY | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $167,839 | $0 | $19,282 | |||
| JENIE DAHLMANN | ||||||||
| CHIEF MARKETING AND COMMUNICATION | 40.00 | Yes (X) | $177,431 | $0 | $11,247 | |||
| CHRISTOPHER STUESSY | ||||||||
| SENIOR DIRECTOR OF FINANCE AND TECHNOLOGY | 40.00 | $113,762 | $0 | $10,422 | Yes (X) | |||
| EDWARD HOLMES | ||||||||
| CHIEF EQUITY AND INNOVATION OFFICER | 40.00 | $127,501 | $0 | $10,717 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,155,525 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,396 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MRB TOUR LIMITED LIABILITY COMPANY | |||||
| 1650 BROADWAY SUITE 800 | NEW YORK | NY | 10019 | PRODUCER | $1,405,558 |
| LMS22 TOURING LLC | |||||
| 7135 MINSTREL WAY SUITE 105 | COLUMBIA | MD | 21045 | PRODUCER | $798,081 |
| MAMMA MIA 25 TOUR LP | |||||
| 392 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | PRODUCER | $753,172 |
| ROAR ON TOUR LLC | |||||
| 630 9TH AVE SUITE 809 | NEW YORK | NY | 10036 | PRODUCER | $748,002 |
| BEETLEJUICE FIRST NATIONAL TOUR LLC | |||||
| 7135 MINSTREL WAY SUITE 105 | COLUMBIA | MD | 21045 | PRODUCER | $628,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $95,500 | FundraisingAmt |
| Government Grants | $2,305,603 | GovernmentGrantsAmt |
| All Other Contributions | $5,311,106 | AllOtherContributionsAmt |
| Noncash Contributions | $619,226 | NoncashContributionsAmt |
| Total Contributions | $7,712,209 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TICKET SALES AND FEES | 711130 | $15,492,207 | $15,492,207 | |
| FACILITY RENTALS AND SERVICES | 531120 | $2,362,309 | $2,004,243 | $358,066 |
| CATERING | 722320 | $480,999 | $368,762 | $112,237 |
| BROADWAY CLUB MEMBERSHIP REVENUE | 900099 | $465,080 | $465,080 | |
| OTHER PROGRAM SERVICE REVENUE | 900099 | $240,790 | $240,790 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,261 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,261 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,101,646 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $829,102 | TotalRevenueColumnAmt |
| Exclusion | $829,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $960,049 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $768,468 | SecuritiesAmt |
| Other | $2,715 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $191,581 | SecuritiesAmt |
| Other | -$2,715 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,866 | TotalRevenueColumnAmt |
| Exclusion | $188,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $95,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,431 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,681 | TotalRevenueColumnAmt |
| Exclusion | -$8,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,714 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,265 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,449 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,449 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,500 | TotalRevenueColumnAmt |
| Exclusion | $1,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,826,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,632,792 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $470,303 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,010,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,957 | TotalAmt |
| Program Services | $385,663 | ProgramServicesAmt |
| Management And General | $570,874 | ManagementAndGeneralAmt |
| Fundraising | $190,420 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,596,103 | TotalAmt |
| Program Services | $6,492,091 | ProgramServicesAmt |
| Management And General | $713,515 | ManagementAndGeneralAmt |
| Fundraising | $390,497 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,987 | TotalAmt |
| Program Services | $144,965 | ProgramServicesAmt |
| Management And General | $20,970 | ManagementAndGeneralAmt |
| Fundraising | $13,052 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,549 | TotalAmt |
| Program Services | $802,911 | ProgramServicesAmt |
| Management And General | $231,304 | ManagementAndGeneralAmt |
| Fundraising | $62,334 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,692 | TotalAmt |
| Program Services | $561,680 | ProgramServicesAmt |
| Management And General | $93,001 | ManagementAndGeneralAmt |
| Fundraising | $41,011 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,106 | TotalAmt |
| Management And General | $25,106 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,127 | TotalAmt |
| Management And General | $51,127 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,800 | TotalAmt |
| Fundraising | $142,800 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,244 | TotalAmt |
| Management And General | $47,244 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,694,303 | TotalAmt |
| Program Services | $8,534,574 | ProgramServicesAmt |
| Management And General | $144,047 | ManagementAndGeneralAmt |
| Fundraising | $15,682 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,610 | TotalAmt |
| Program Services | $932,899 | ProgramServicesAmt |
| Fundraising | $4,711 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,210 | TotalAmt |
| Program Services | $639,235 | ProgramServicesAmt |
| Management And General | $49,188 | ManagementAndGeneralAmt |
| Fundraising | $62,787 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,519 | TotalAmt |
| Program Services | $506,289 | ProgramServicesAmt |
| Management And General | $105,203 | ManagementAndGeneralAmt |
| Fundraising | $46,027 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,232 | TotalAmt |
| Program Services | $1,073,496 | ProgramServicesAmt |
| Management And General | $70,365 | ManagementAndGeneralAmt |
| Fundraising | $8,371 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,969 | TotalAmt |
| Program Services | $77,018 | ProgramServicesAmt |
| Management And General | $1,120 | ManagementAndGeneralAmt |
| Fundraising | $1,831 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,142 | TotalAmt |
| Program Services | $134,088 | ProgramServicesAmt |
| Management And General | $15,614 | ManagementAndGeneralAmt |
| Fundraising | $12,440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,092 | TotalAmt |
| Management And General | $7,092 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,068,742 | TotalAmt |
| Program Services | $1,047,371 | ProgramServicesAmt |
| Management And General | $16,027 | ManagementAndGeneralAmt |
| Fundraising | $5,344 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,060 | TotalAmt |
| Program Services | $59,683 | ProgramServicesAmt |
| Management And General | $5,365 | ManagementAndGeneralAmt |
| Fundraising | $2,012 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $603,033 | $603,033 | ||
| REPAIRS AND MAINTENANCE | $458,520 | $433,387 | $25,133 | |
| CATERING AND VENDING | $384,040 | $156,915 | $4,211 | $222,914 |
| FOOD AND BEVERAGES | $73,552 | $15,231 | $58,321 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,181 | TotalAmt |
| Program Services | $212,807 | ProgramServicesAmt |
| Management And General | $88,406 | ManagementAndGeneralAmt |
| Fundraising | $968 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,379,770 | TotalAmt |
| Program Services | $22,798,105 | ProgramServicesAmt |
| Management And General | $2,300,143 | ManagementAndGeneralAmt |
| Fundraising | $1,281,522 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,615 | BOYAmt |
| EOY | $16,952 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,574,995 | BOYAmt |
| EOY | $10,147,321 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,814,488 | BOYAmt |
| EOY | $11,097,768 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,263 | BOYAmt |
| EOY | $207,884 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,534 | BOYAmt |
| EOY | $604,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,130,430 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,375,805 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,468,988 | BOYAmt |
| EOY | $10,754,625 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,049,741 | BOYAmt |
| EOY | $10,598,394 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,850,281 | BOYAmt |
| EOY | $8,167,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,502,905 | BOYAmt |
| EOY | $51,594,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,208,351 | BOYAmt |
| EOY | $1,318,884 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,485,129 | BOYAmt |
| EOY | $13,719,705 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,344 | BOYAmt |
| EOY | $195,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,996,824 | BOYAmt |
| EOY | $15,234,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,629,838 | BOYAmt |
| EOY | $17,030,641 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,876,243 | BOYAmt |
| EOY | $19,329,631 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,506,081 | BOYAmt |
| EOY | $36,360,272 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,502,905 | BOYAmt |
| EOY | $51,594,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,446,321 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $274,819 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $133,051 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,746,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,875,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,318,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,778,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,759,959 | CurrentTaxYearAmt |
| Total | $51,478,657 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $327,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,109,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,755,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,966,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,636,057 | CurrentTaxYearAmt |
| Total | $69,795,299 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,073,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,984,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,074,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,745,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,396,016 | CurrentTaxYearAmt |
| Total | $121,273,956 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,119,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,183,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,425,576 | CurrentTaxYearAmt |
| Total | $13,074,355 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $947,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $779,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,210,964 | CurrentTaxYearAmt |
| Total | $2,974,267 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,119,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,193,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,963,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,636,540 | CurrentTaxYearAmt |
| Total | $16,048,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $105,225,334 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $642,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $829,102 | CurrentTaxYearAmt |
| Total | $1,936,483 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $642,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $829,102 | CurrentTaxYearAmt |
| Total | $1,936,483 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $205,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,500 | CurrentTaxYearAmt |
| Total | $207,160 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,118,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,068,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,410,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,593,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,226,618 | CurrentTaxYearAmt |
| Total | $123,417,599 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86970 | PublicSupportPY509Pct |
| Investment Income CY | 0.01570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | IRS PENALTY REVERSAL - 2023 AMOUNT: $ 205,660. MISCELLANOUS - 2024 AMOUNT: $ 1,500. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $30,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $30,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION CONTRACTED WITH THE WELCH GROUP WHO PREFORMED THE FOLLOWING LOBBING ACTIVITIES ON THEIR BEHALF, COMMUNICATE WITH THE STATE LEGISLATURE, EXECUTIVE BRANCH, AND STATE AGENCIES, EDUCATE CANDIDATES FOR OFFICE ABOUT THE ORGANIZATION'S PRIORITIES, AND DEVELOP PRINT COLLATERAL SUPPORTING THE ORGANIZATION'S PRIORITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,489,074 | BeginningYearBalanceAmt |
| Contributions | $3,013,995 | ContributionsAmt |
| Investment Earnings Or Losses | $781,467 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $197,794 | OtherExpendituresAmt |
| Administrative Expenses | $180,439 | AdministrativeExpensesAmt |
| End Year Balance | $8,906,303 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,634,048 | BeginningYearBalanceAmt |
| Contributions | $1,592,598 | ContributionsAmt |
| Investment Earnings Or Losses | $356,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,315 | OtherExpendituresAmt |
| Administrative Expenses | $33,955 | AdministrativeExpensesAmt |
| End Year Balance | $5,489,074 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,583,071 | BeginningYearBalanceAmt |
| Contributions | $99,776 | ContributionsAmt |
| Investment Earnings Or Losses | $38,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,359 | OtherExpendituresAmt |
| Administrative Expenses | $22,491 | AdministrativeExpensesAmt |
| End Year Balance | $3,634,048 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,263,767 | BeginningYearBalanceAmt |
| Contributions | $667,088 | ContributionsAmt |
| Investment Earnings Or Losses | -$253,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,405 | OtherExpendituresAmt |
| Administrative Expenses | $32,178 | AdministrativeExpensesAmt |
| End Year Balance | $3,583,071 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,566,095 | BeginningYearBalanceAmt |
| Contributions | $115,000 | ContributionsAmt |
| Investment Earnings Or Losses | $672,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,388 | OtherExpendituresAmt |
| Administrative Expenses | $31,843 | AdministrativeExpensesAmt |
| End Year Balance | $3,263,767 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25450 | TermEndowmentBalanceEOYPct |
| 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 | $15,273,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,375,805 | DepreciationAmt |
| Book Value | $9,898,030 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $856,595 | OtherCostOrOtherBasisAmt |
| Book Value | $856,595 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,754,625 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION | $1,581,220 |
| INVESTMENTS RESTRICTED FOR ENDOWMENT | $6,586,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,167,520 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE OVERTURE CENTER'S AUDUBON ENGRAVINGS COLLECTION FEATURES 24 ORIGINAL JOHN JAMES AUDUBON ENGRAVINGS DONATED BY DR. RICHARD B. ANDERSON. THE COLLECTION WAS ACQUIRED THROUGH DONATIONS SINCE THE ORGANIZATION'S INCEPTION AND IS NOT RECOGNIZED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES, IF APPLICABLE, WOULD BE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. NO COLLECTION ITEMS WERE DEACCESSIONED DURING THE YEAR. |
| PART III, LINE 4: | THE COLLECTION FURTHERS THE OVERTURE CENTER'S EXEMPT PURPOSE BY PROVIDING ANOTHER MEANS OF ENGAGING THE COMMUNITY IN THE ARTS THROUGH A BROAD SPECTRUM OF ARTISTIC ALTERNATIVES. |
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO PROVIDE LONG-TERM SUPPORT IN CARRYING OUT THE MISSION OF OVERTURE CENTER FOR THE ARTS OF ENRICHING THE LIVES OF INDIVIDUALS AND THE COMMUNITY BY CREATING, ENCOURAGING, AND CATALYZING EXTRAORDINARY EXPERIENCES. |
| PART X, LINE 2: | OVERTURE CENTER FOUNDATION (OCF) MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH THE TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. OCF DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND, ACCORDINGLY, THEY DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD SCHAEFER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 CROSSROADS DRIVE SUITE 4000 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $142,800 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $142,800 | TotalRetainedByContractorsAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 20TH BIRTHDAY GALA | Event1Nm |
| Gross Receipts Event1 | $143,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $28,032 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,625 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,774 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $143,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $95,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,750 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $28,032 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,625 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,774 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,431 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,681 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER VOGEL | ||||||||||||||
| CFO/CBO | $185,257 | $0 | $15,000 | $0 | $0 | $0 | $4,471 | $0 | $5,311 | $0 | $210,039 | $0 | $0 | $0 |
| EMILY GRUENEWALD | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $167,590 | $0 | $15,000 | $0 | $0 | $0 | $4,710 | $0 | $20,263 | $0 | $207,563 | $0 | $0 | $0 |
| TIMOTHY SAUERS | ||||||||||||||
| CHIEF ARTISTIC EXPERIENCES OFFICER | $174,645 | $0 | $11,500 | $0 | $0 | $0 | $6,641 | $0 | $6,332 | $0 | $199,118 | $0 | $0 | $0 |
| JENIE DAHLMANN | ||||||||||||||
| CHIEF MARKETING AND COMMUNICATION | $169,931 | $0 | $7,500 | $0 | $0 | $0 | $4,915 | $0 | $6,332 | $0 | $188,678 | $0 | $0 | $0 |
| MICHAEL CONWAY | ||||||||||||||
| CHIEF OPERATING OFFICER | $156,339 | $0 | $11,500 | $0 | $0 | $0 | $5,984 | $0 | $13,298 | $0 | $187,121 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | OVERTURE CENTER FOUNDATION PAID EDWARD HOLMES, CHIEF EQUITY AND INNOVATION OFFICER, A SEVERANCE PAYMENT OF $35,412.10. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $244,910 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $87,943 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FIXED ASSETS | 2 | $283,057 | FMV |
| Yes (X) | INTERNET | 1 | $34,159 | FMV |
| Yes (X) | PLANTS | 1 | $7,839 | FMV |
| Yes (X) | TICKETS | 2 | $205 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTORS IS BEING REPORTED. |
| PART I, LINE 32B: | THE ORGANIZATION USES LPL FINANCIAL TO RECEIVE CONTRIBUTIONS OF SECURITIES. LPL FINANCIAL IMMEDIATELY LIQUIDATES SUCH CONTRIBUTIONS AND TRANSFERS THE PROCEEDS LESS A NOMINAL FEE TO THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE A STANDING COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONSIST OF BETWEEN SIX (6) AND NINE (9) INDIVIDUALS AND WILL INCLUDE THE BOARD CHAIR, IMMEDIATE PAST CHAIR (IF THE POSITION IS OCCUPIED) VICE CHAIR, SECRETARY, AND TREASURER OF OCF, AS WELL AS ONE OF THE APPOINTED DIRECTORS, WHO MAY ALSO HOLD ANY OF THE OFFICES LISTED; AND THE CHAIR OR CO- CHAIR OF THE DEVELOPMENT COMMITTEE. THE EXECUTIVE COMMITTEE MAY ALSO INCLUDE UP TO TWO OTHER PERSONS NOMINATED BY THE CHAIR AND APPROVED BY THE BOARD. THE INDIVIDUAL WHO IS SERVING AS PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE OVERTURE SHALL SERVE AS AN EX OFFICIO, NONVOTING MEMBER OF THE EXECUTIVE COMMITTEE, DURING THE PERIOD OF THEIR SERVICE AS THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE SHALL BE CHAIRED BY THE BOARD CHAIR. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF OCF, EXCEPT TO THE EXTENT LIMITED UNDER SUBSECTION (G) HEREOF. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MAYOR OF THE CITY OF MADISON MAY APPOINT AT LEAST THREE DIRECTORS TO THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE FINANCE COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE UPDATE THAT IS GIVEN TO THE GOVERNANCE COMMITTEE. MEMBERS ARE REQUIRED TO DISCLOSE DURING THE YEAR ANY POTENTIAL CONFLICTS OF INTEREST THAT THEY MAY HAVE OR BELIEVE MAY EXIST WITH ANOTHER MEMBER TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR INVESTIGATING AND PROVIDING A RECOMMENDATION. THE ORGANIZATION'S LEGAL COUNSEL MAY BE CONTACTED TO PROVIDE GUIDANCE AND ADVICE AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DETERMINES AN APPROPRIATE COMPENSATION PACKAGE FOR THE TOP MANAGEMENT OFFICIALS BY USING COMPARABILITY DATA AND BY REVIEWING COMPENSATION PAID BY SIMILAR ORGANIZATIONS. THE DELIBERATIONS ARE RECORDED IN MEETING MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE. |
| FORM 990, PART IX, LINE 11G | INTERPRETER SERVICES: PROGRAM SERVICE EXPENSES 20,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,772. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 98,815. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,815. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 1,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,896. DELIVERY SERVICE: PROGRAM SERVICE EXPENSES 527. MANAGEMENT AND GENERAL EXPENSES 47. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 574. ARTIST FEES: PROGRAM SERVICE EXPENSES 8,205,784. MANAGEMENT AND GENERAL EXPENSES 2,450. FUNDRAISING EXPENSES 7,305. TOTAL EXPENSES 8,215,539. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 157,347. MANAGEMENT AND GENERAL EXPENSES 25,640. FUNDRAISING EXPENSES 8,377. TOTAL EXPENSES 191,364. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 49,433. MANAGEMENT AND GENERAL EXPENSES 106,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,711. PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,632. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,632. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTER 133,051. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERTURE DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 STATE STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391997702 | EIN |
| Primary Activities | SUPPORT ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERTURE CENTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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