2026-05-12T08:57:57-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 010645482 OVERTURE CENTER FOUNDATION INC OVER 6082584177 201 STATE STREET MADISON WI 53703 KEITH BAUMGARTNER TREASURER 6082584177 2026-05-11 1 1 KRISTEN DONLEVY P01670215 4144761880 2026-05-06 2024 2025-03-06 01:10:19Z KEITH BAUMGARTNER 201 STATE STREET MADISON WI 53703 28656970 0 X WWW.OVERTURE.ORG X 2002 WI OVERTURE CENTER FOR THE ARTS ADVANCES COMMUNITY CULTURE AND QUALITY OF LIFE THROUGH THE ARTS. 23 23 545 500 470303 0 15778417 7712209 17734289 19101646 647709 1017968 209895 -5732 34370310 27826091 0 0 0 0 9784977 10714288 142800 142800 1281522 13652644 15522682 23580421 26379770 10789889 1446321 45502905 51594576 10996824 15234304 34506081 36360272 X 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. 0 0 22798105 0 18632792 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. 22798105 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 145 0 1 545 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X JENNI SEE 6082584146 201 STATE STREET MADISON WI 53703 JAMES YEHLE CHAIR 1.00 X X 0 0 0 TONY PATTERSON VICE CHAIR 1.00 X X 0 0 0 KEITH BAUMGARTNER TREASURER 1.00 1.00 X X 0 0 0 LYNETTE FONS SECRETARY 1.00 1.00 X X 0 0 0 GREG PFLUGER DIRECTOR 1.00 X 0 0 0 HANAH JON TAYLOR DIRECTOR (THROUGH FEB) 1.00 X 0 0 0 EVERETT MITCHELL DIRECTOR 1.00 X 0 0 0 ANDY WHITE DIRECTOR 1.00 X 0 0 0 JULIE MARRIOTT DIRECTOR 1.00 X 0 0 0 JIM ST VINCENT DIRECTOR 1.00 X 0 0 0 PENG HER DIRECTOR 1.00 X 0 0 0 FRANK PEREGRINE DIRECTOR 1.00 1.00 X 0 0 0 KURT LIN DIRECTOR 1.00 X 0 0 0 LYNN HESLINGA DIRECTOR 1.00 X 0 0 0 MARK CLEAR DIRECTOR 1.00 X 0 0 0 JOANNA BURISH DIRECTOR 1.00 X 0 0 0 MIKE VERVEER DIRECTOR 1.00 X 0 0 0 KEN LAMMERSFELD DIRECTOR 1.00 X 0 0 0 PHIL GREENWOOD DIRECTOR 1.00 X 0 0 0 OSCAR MIRELES DIRECTOR 1.00 X 0 0 0 LAURI ROMAN DIRECTOR 1.00 X 0 0 0 CECILIA KRESS DIRECTOR 1.00 X 0 0 0 CHRISTINE SENTY DIRECTOR 1.00 X 0 0 0 ANA HOOKER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER VOGEL CFO/CBO 40.00 X 200257 0 9782 EMILY GRUENEWALD CHIEF DEVELOPMENT OFFICER 40.00 X 182590 0 24973 TIMOTHY SAUERS CHIEF ARTISTIC EXPERIENCES OFFICER 40.00 X 186145 0 12973 MICHAEL CONWAY CHIEF OPERATING OFFICER 40.00 X 167839 0 19282 JENIE DAHLMANN CHIEF MARKETING AND COMMUNICATION 40.00 X 177431 0 11247 CHRISTOPHER STUESSY SENIOR DIRECTOR OF FINANCE AND TECHNOLOGY 40.00 X 113762 0 10422 EDWARD HOLMES CHIEF EQUITY AND INNOVATION OFFICER 40.00 X 127501 0 10717 1155525 0 99396 7 0 1 0 MRB TOUR LIMITED LIABILITY COMPANY 1650 BROADWAY SUITE 800 NEW YORK NY 10019 PRODUCER 1405558 LMS22 TOURING LLC 7135 MINSTREL WAY SUITE 105 COLUMBIA MD 21045 PRODUCER 798081 MAMMA MIA 25 TOUR LP 392 SPRINGFIELD AVENUE SUMMIT NJ 07901 PRODUCER 753172 ROAR ON TOUR LLC 630 9TH AVE SUITE 809 NEW YORK NY 10036 PRODUCER 748002 BEETLEJUICE FIRST NATIONAL TOUR LLC 7135 MINSTREL WAY SUITE 105 COLUMBIA MD 21045 PRODUCER 628611 15 95500 2305603 5311106 619226 7712209 TICKET SALES AND FEES 711130 15492207 15492207 FACILITY RENTALS AND SERVICES 531120 2362309 2004243 358066 CATERING 722320 480999 368762 112237 BROADWAY CLUB MEMBERSHIP REVENUE 900099 465080 465080 OTHER PROGRAM SERVICE REVENUE 900099 240790 240790 60261 60261 19101646 829102 829102 960049 768468 2715 191581 -2715 188866 188866 47750 95500 56431 -8681 -8681 4714 3265 1449 1449 MISC. REVENUE 900099 1500 1500 1500 27826091 18632792 470303 1010787 X 1146957 385663 570874 190420 7596103 6492091 713515 390497 178987 144965 20970 13052 1096549 802911 231304 62334 695692 561680 93001 41011 25106 25106 51127 51127 142800 142800 47244 47244 8694303 8534574 144047 15682 937610 932899 4711 751210 639235 49188 62787 657519 506289 105203 46027 1152232 1073496 70365 8371 79969 77018 1120 1831 162142 134088 15614 12440 7092 7092 1068742 1047371 16027 5344 67060 59683 5365 2012 CREDIT CARD FEES 603033 603033 REPAIRS AND MAINTENANCE 458520 433387 25133 CATERING AND VENDING 384040 156915 4211 222914 FOOD AND BEVERAGES 73552 15231 58321 302181 212807 88406 968 26379770 22798105 2300143 1281522 6615 16952 10574995 10147321 10814488 11097768 222263 207884 515534 604112 16130430 5375805 8468988 10754625 10049741 10598394 4850281 8167520 45502905 51594576 1208351 1318884 9485129 13719705 303344 195715 10996824 15234304 X 18629838 17030641 15876243 19329631 34506081 36360272 45502905 51594576 X 1446321 274819 133051 X 0 1 X 1 0 X 7746069 15875283 4318929 15778417 7759959 51478657 327862 10109197 23755587 16966596 18636057 69795299 8073931 25984480 28074516 32745013 26396016 121273956 98967 1119673 246440 10183699 1425576 13074355 36079 947387 779837 1210964 2974267 135046 1119673 1193827 10963536 2636540 16048622 105225334 44844 84089 335619 642829 829102 1936483 44844 84089 335619 642829 829102 1936483 205660 1500 207160 8118775 26068569 28410135 33593502 27226618 123417599 0.85260 0.86970 0.01570 0.01090 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: IRS PENALTY REVERSAL - 2023 AMOUNT: $ 205,660. MISCELLANOUS - 2024 AMOUNT: $ 1,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 0 0 1 0 1 30000 30000 0 PART II-B, LINE 1: 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. X X 0 5489074 3013995 781467 197794 180439 8906303 3634048 1592598 356698 60315 33955 5489074 3583071 99776 38051 64359 22491 3634048 3263767 667088 -253201 62405 32178 3583071 2566095 115000 672903 58388 31843 3263767 0.00000 0.74550 0.25450 1 0 15273835 5375805 9898030 856595 856595 10754625 BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION 1581220 INVESTMENTS RESTRICTED FOR ENDOWMENT 6586300 8167520 X 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. X X X X 1 MCDONALD SCHAEFER 2810 CROSSROADS DRIVE SUITE 4000 MADISON WI 53718 CAMPAIGN CONSULTING 0 0 142800 0 142800 WI 20TH BIRTHDAY GALA 143250 95500 47750 28032 11625 16774 143250 95500 47750 28032 11625 16774 56431 -8681 X X X X X 1 0 0 0 0 0 0 0 0 CHRISTOPHER VOGEL CFO/CBO 185257 0 15000 0 0 0 4471 0 5311 0 210039 0 0 0 EMILY GRUENEWALD CHIEF DEVELOPMENT OFFICER 167590 0 15000 0 0 0 4710 0 20263 0 207563 0 0 0 TIMOTHY SAUERS CHIEF ARTISTIC EXPERIENCES OFFICER 174645 0 11500 0 0 0 6641 0 6332 0 199118 0 0 0 JENIE DAHLMANN CHIEF MARKETING AND COMMUNICATION 169931 0 7500 0 0 0 4915 0 6332 0 188678 0 0 0 MICHAEL CONWAY CHIEF OPERATING OFFICER 156339 0 11500 0 0 0 5984 0 13298 0 187121 0 0 0 PART I, LINE 4A OVERTURE CENTER FOUNDATION PAID EDWARD HOLMES, CHIEF EQUITY AND INNOVATION OFFICER, A SEVERANCE PAYMENT OF $35,412.10. X 16 244910 FMV X 8 87943 FMV X FIXED ASSETS 2 283057 FMV X INTERNET 1 34159 FMV X PLANTS 1 7839 FMV X TICKETS 2 205 FMV 0 0 1 1 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. 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. OVERTURE DEVELOPMENT CORPORATION 201 STATE STREET MADISON WI 53703 391997702 SUPPORT ORGANIZATION WI 501(C)(3) LINE 12A, I OVERTURE CENTER FOUNDATION INC 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0