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Nonprofiteer
← UNITED PERFORMING ARTS FUND INC

Form 990 for tax year 2022

Filed by UNITED PERFORMING ARTS FUND INC.

Totals

Total revenue
$10,439,171
Total expenses
$9,717,290
Contributions and grants received
$10,167,694
Grants paid
$6,917,059
Program service revenue
$0
Investment income
$457,340
Other revenue
-$185,863
Total assets, end of year
$13,410,096
Total liabilities, end of year
$1,334,154
Net assets or fund balances, end of year
$12,075,942
Program services expenses (Part IX)
$7,791,239
Management and general expenses
$676,730
Fundraising expenses
$1,249,321
Program service expenses (Part III)
$7,791,239

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $492,699

  • 1f · All other contributions, gifts and grants

    $9,674,995

  • 1g · Noncash contributions included above

    $89,556

  • 3 · Investment income

    total $234,151 · excluded $234,151

  • 7a · Gross sales of assets other than inventory

    securities $223,189

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $223,189

  • 7d · Net gain or loss

    total $223,189 · excluded $223,189

  • 8a · Fundraising events: gross income

    $7,576

  • 8a · Fundraising events: contributions included on line 1c

    $492,699

  • 8b · Fundraising events: direct expenses

    $197,957

  • 8c · Net income from fundraising events

    total -$190,381 · excluded -$190,381

  • 11a · Other revenue: GREATER MILWAUKEE FOUNATION

    total $4,518 · related or exempt $4,518

  • 11e · Other revenue, total

    $4,518

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,917,059 · program services $6,917,059

  • 5 · Compensation of officers, directors and key employees

    total $522,414 · program services $140,477 · management and general $143,037 · fundraising $238,900

  • 7 · Other salaries and wages

    total $1,163,842 · program services $314,475 · management and general $318,680 · fundraising $530,687

  • 8 · Pension plan contributions

    total $35,834 · program services $8,106 · management and general $9,811 · fundraising $17,917

  • 9 · Other employee benefits

    total $119,043 · program services $32,011 · management and general $32,594 · fundraising $54,438

  • 10 · Payroll taxes

    total $118,252 · program services $31,798 · management and general $32,377 · fundraising $54,077

  • 11f · Fees: investment management

    total $18,763 · management and general $18,763

  • 11g · Fees: other

    total $207,854 · program services $103,927 · fundraising $103,927

  • 12 · Advertising and promotion

    total $112,011 · program services $89,609 · fundraising $22,402

  • 13 · Office expenses

    total $46,818 · program services $14,145 · management and general $11,744 · fundraising $20,929

  • 14 · Information technology

    total $171,574 · program services $59,435 · management and general $26,352 · fundraising $85,787

  • 16 · Occupancy

    total $102,282 · program services $26,955 · management and general $29,140 · fundraising $46,187

  • 17 · Travel

    total $13,413 · program services $6,582 · management and general $3,456 · fundraising $3,375

  • 19 · Conferences, conventions and meetings

    total $10,588 · program services $5,294 · fundraising $5,294

  • 23 · Insurance

    total $18,666 · program services $4,919 · management and general $5,318 · fundraising $8,429

  • 24a · Other expenses: BANK AND CREDIT CARD FE

    total $88,848 · management and general $44,424 · fundraising $44,424

  • 24b · Other expenses: EVENTS AND DONOR BENEFI

    total $47,607 · program services $35,301 · management and general $904 · fundraising $11,402

  • 24c · Other expenses: MISCELLANEOUS

    total $2,292 · program services $1,146 · fundraising $1,146

  • 24d · Other expenses: FEES AND PERMITS

    total $130 · management and general $130

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,994,217 · end of year $760,986

  • 2 · Savings and temporary cash investments

    beginning of year $1,364,182 · end of year $2,500,557

  • 3 · Pledges and grants receivable

    beginning of year $2,509,961 · end of year $3,438,276

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,018 · end of year $22,143

  • 11 · Investments: publicly traded securities

    beginning of year $5,287,632 · end of year $5,751,561

  • 15 · Other assets

    beginning of year $750,000 · end of year $936,573

  • 17 · Accounts payable and accrued expenses

    beginning of year $175,418 · end of year $86,802

  • 21 · Escrow or custodial account liability

    beginning of year $1,448,373 · end of year $1,060,779

  • 25 · Other liabilities

    beginning of year $0 · end of year $186,573

  • 27 · Net assets without donor restrictions

    beginning of year $10,036,423 · end of year $9,922,888

  • 28 · Net assets with donor restrictions

    beginning of year $1,247,796 · end of year $2,153,054

Mission and programs · 2022

Mission

THE MISSION OF THE UNITED PERFORMING ARTS FUND, INC. AS AN UMBRELLA FUNDRAISING ORGANIZATION 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. SPECIFICALLY:1. RAISE MUCH NEEDED FUNDS TO ENSURE ENTERTAINMENT EXCELLENCE2. PROMOTE THE PERFORMING ARTS AS A REGIONAL ASSET3. RESPONSIBLY STEWARD THE DOLLARS OUR DONORS SO GENEROUSLY GIVE US

Activities or mission (Part I)

INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN.

  • THE UNITED PERFORMING ARTS FUND SOLICITS OPERATING AND PROGRAMMATIC FUNDING FOR ITS 14 MEMBERS AND 41 AFFILIATE ORGANIZATIONS. THIS FUNDING ENABLES THE MEMBER GROUPS AND AFFILATES TO TOUCH MORE THAN 1.2 MILLION PEOPLE ANNUALLY IN IN-PERSON PERFORMING ARTS EVENTS, EDUCATIONAL EXPERIENCES INCLUDING OVER 150,000 CHILDREN OR COMMUNITY OUTREACH PROGRAMS.

    Expenses $7,791,239 · Grants $6,917,059

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SCOTT BEIGHTOL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • TIM MATTKE

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • BRENT TISCHLER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN JOHNSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • STEVE BOOTH

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID LUBAR

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER DUNN

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS GOLLER

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG MARCUS

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEORGE MEYER

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER RAMIREZ

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOE ROCK

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM BORRIS

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIET KERSTEN

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE LYONS

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATY HOOK

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL GUC

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR PHYLLIS KING

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA MITICH

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNE ZIZZO

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY WITT

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH SPANIC

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL MCCONEGHY

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELANIE MADDUX

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DUSTIN GODSEY

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID CARUSO

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF CADY

    AT- LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN BARBIERI

    AT LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATACHA VELEZ

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM STEWART

    AT-LARGE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK RATH

    PRESIDENT & CEO

    Total calculated
    $248,478
    From this org
    $199,251
    From related orgs
    $0
    Other
    $49,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,251
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $22,227
    Filer's total
    $248,478

  • BRUCE OSGOOD

    CHIEF ADMINISTRATIVE OFFIC

    Total calculated
    $152,092
    From this org
    $141,039
    From related orgs
    $0
    Other
    $11,053
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,039
    Bonus
    $0
    Other
    $0
    Deferred
    $4,331
    Nontaxable benefits
    $6,722
    Filer's total
    $152,092

  • CHRISTINE HOJNACKI

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $180,177
    From this org
    $146,446
    From related orgs
    $0
    Other
    $33,731
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,446
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $6,731
    Filer's total
    $180,177

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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. BECAUSE THE EXPENSE IS FOR ROUTINE BUSINESS NEEDS THE AMOUNT IS NOT CONSIDERED TAXABLE COMPENSATION FOR THE PRESIDENT.
PART I, LINE 3
AN EXTERNAL SEARCH FIRM IS HIRED AND WORKS WITH AN INTERNALLY FORMED CEO SEARCH COMMITTEE REPRESENTED BY OFFICERS AND AT-LARGE BOARD MEMBERS. ALL COMPENSATION SURVEY DATA, BUDGET PROJECTIONS AND RELATED BENEFIT DATA IS PROVIDED TO THE INTERNAL CEO SEARCH COMMITTEE. UPON REVIEW OF SUCH DATA, DISCUSSIONS ARE HELD WITH THE EXTERNAL SEARCH FIRM TO ESTABLISH THE APPROPRIATE GOALS AND COMPENSATION RANGE FOR THE OPEN POSITION.
PART I, LINE 7
THE BOARD CHAIR PERFORMS THE PRESIDENT'S ANNUAL EVALUATION, INCLUDING A PERCENTAGE TREND COMPARISON OF BONUSES AWARDED TO OFFICERS AT UPAF AS WELL AS HOW OTHER SIMILAR NONPROFITS COMPENSATE THEIR PRESIDENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 July 2024
IRS schema version
2022v5.0
Source object
202441979349301294

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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