2026-06-15T14:57:27-05:00 2025-07-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-08-01 391134735 MILWAUKEE BALLET COMPANY INC MILW 4146437677 128 N JACKSON ST MILWAUKEE WI 53202 MARY RASK DIRECTOR OF FINANCE 4146437677 2026-06-15 1 0 AMANDA WHITE P01790293 2627549400 2026-06-15 2024 2025-03-06 01:10:19Z TAI PAULS 128 N JACKSON ST MILWAUKEE WI 53202 13510333 0 X WWW.MILWAUKEEBALLET.ORG X 1970 WI INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION & TRAINING. 21 21 185 197 27617 24514 4341823 3609565 4602020 4548774 111163 35712 54283 63138 9109289 8257189 193049 233564 0 0 4187505 4333584 0 0 300119 3655713 3965818 8036267 8532966 1073022 -275777 37142025 37261627 2804807 2748974 34337218 34512653 MILWAUKEE BALLET TRANSFORMS LIVES AND CONNECTS COMMUNITIES THROUGH INSPIRING PERFORMANCE, COMMUNITY ENGAGEMENT, EDUCATION AND TRAINING. 0 0 4802613 2425343 BALLET PERFORMANCES:MILWAUKEE BALLET COMPANY, FOUNDED IN 1970, HAS BROUGHT WORLD-CLASS PRESENTATION OF THE ART FORM TO ITS AUDIENCES. MILWAUKEE BALLET COMPANY'S LONG-TERM GOALS INCLUDE PRODUCING INSPIRING BALLET PRODUCTIONS FOR THE GREATER MILWAUKEE COMMUNITY AND MAINTAINING A FOCUS ON FAMILY PROGRAMMING IN TANDEM WITH A COMMITMENT TO THE CREATION OF NEW WORKS. DURING THE 2024/25 SEASON, MILWAUKEE BALLET WELCOMED MORE THAN 44,000 PATRONS AT 40 PERFORMANCES. 2086296 137804 2162641 BALLET SCHOOL & ACADEMY:MILWAUKEE BALLET SCHOOL & ACADEMY OFFERS CHILDREN AND ADULTS OF ALL AGES A COMPLETE EDUCATION IN CLASSICAL DANCE. IT WAS ACCREDITED BY THE NATIONAL ASSOCIATION OF SCHOOLS OF DANCE IN SEPTEMBER 2008, MAKING IT THE ONLY PROFESSIONAL STUDIO SCHOOL IN THE MIDWEST AND ONE OF THIRTEEN NATIONALLY TO RECEIVE SUCH RECOGNITION. THE ACCREDITATION HAS ALLOWED THE SCHOOL TO GREATLY EXPAND OPPORTUNITIES AND BENEFITS PROVIDED TO ITS STUDENTS. APPROXIMATELY 642 STUDENTS ATTEND MILWAUKEE BALLET SCHOOL & ACADEMY. 567218 95760 21262 COMMUNITY ENGAGEMENT & EDUCATION:THE MILWAUKEE BALLET II PROGRAM PROVIDES STUDENTS WITH THE TRAINING NEEDED TO BRIDGE THE GAP BETWEEN STUDENT AND PROFESSIONAL THROUGH PERFORMANCE OPPORTUNITIES IN ADDITION TO SERVING AS THE VITAL FORCE DRIVING MILWAUKEE BALLET COMPANY'S COMMUNITY OUTREACH PROGRAMMING. AS THE MAIN ARM OF MILWAUKEE BALLET COMPANY'S COMMUNITY OUTREACH EFFORTS, MILWAUKEE BALLET II DANCERS PERFORMED FOR AND PARTICIPATED IN WORKSHOPS REACHING THOUSANDS OF CHILDREN AND ADULTS. 7456127 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 44 0 185 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X MARY RASK 4149022105 128 N JACKSON ST MILWAUKEE WI 53202 CHERYL CARRON BOARD CHAIR & PRESIDENT 1.00 1.00 X X 0 0 0 CHRISTINE IRGENS TREASURER, CHAIR ELECT 1.00 1.00 X X 0 0 0 SARAH THOMAS PAGELS SECRETARY 1.00 1.00 X X 0 0 0 JAN PIROZZOLO-MELLOWES DIRECTOR (THRU 07/31) 1.00 1.00 X 0 0 0 LIZ BICKLEY DIRECTOR 1.00 1.00 X 0 0 0 GRETCHEN JAMESON DIRECTOR 1.00 1.00 X 0 0 0 SUZANNE MARTENS MD DIRECTOR 1.00 1.00 X 0 0 0 KELLY NOYES DIRECTOR 1.00 1.00 X 0 0 0 JOHN RUMPF DIRECTOR 1.00 1.00 X 0 0 0 IRISSOL ARCE DIRECTOR 1.00 1.00 X 0 0 0 DONNA BAUMGARTNER DIRECTOR (THRU 07/31) 1.00 1.00 X 0 0 0 JON BIORKMAN DIRECTOR 1.00 1.00 X 0 0 0 JASON EGGERT DIRECTOR 1.00 1.00 X 0 0 0 AMY SCHMIDT JONES DIRECTOR 1.00 1.00 X 0 0 0 SARAH KIMBALL DIRECTOR (THRU 07/31) 1.00 1.00 X 0 0 0 BEVERLEY MORGAN DIRECTOR 1.00 1.00 X 0 0 0 MOLLY MULROY DIRECTOR 1.00 1.00 X 0 0 0 JILL PELISEK DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM RAASCH MD DIRECTOR 1.00 1.00 X 0 0 0 JODI RISTAU DIRECTOR 1.00 1.00 X 0 0 0 YOLLANDE TCHOUAPI DIRECTOR 1.00 1.00 X 0 0 0 TAI PAULS EXECUTIVE DIRECTOR 40.00 1.00 X 114880 0 6281 MARY RASK FINANCE DIRECTOR 40.00 1.00 X 87323 0 6119 MICHAEL PINK ARTISTIC DIRECTOR 40.00 1.00 X 200746 0 22409 402949 0 34809 2 0 1 0 SCENIC SOLUTIONS LLC PO BOX 228 MIAMISBURG OH 45343 CONSTRUCTION OF SETS FOR NEW NUTCRACKER 145336 WELLSPRING CONSTRUCTION GROUP LLC 227 SUSSEX ST PEWAUKEE WI 98109 CONTRACTOR FOR SCHOOL BRANCH EXPANSION 133391 2 734247 335485 2539833 3609565 TICKETS/SUBSCRIPTIONS 711120 2256726 2256726 SCHOOL TUITION 611610 2162641 2162641 RENTAL AND OTHER REVENUE 532000 108145 80528 27617 OUTREACH PROGRAMS 611610 21262 21262 4548774 17365 17365 5128480 5110133 18347 18347 18347 64090 335485 89041 -24951 -24951 142059 53970 88089 88089 8257189 4609246 27617 10761 233564 233564 216928 182528 21951 12449 3234599 2694527 344634 195438 90786 76389 9187 5210 527737 442213 54575 30949 263534 219702 27970 15862 97441 13671 83770 574926 565573 3677 5676 150350 113753 29106 7491 35102 35102 1076445 1048646 25418 2381 77490 74399 3083 8 386 386 693345 675684 9965 7696 58647 2608 56039 CONTRACTED SERVICES 702192 606827 87615 7750 CREDIT CARD CHARGES 155721 153878 1843 LODGING DORM 131394 131394 COSTUMES AND SHOES 121565 121481 84 90814 64188 19344 7282 8532966 7456127 776720 300119 775866 490427 883395 323644 6948540 7347341 10181 606 110242 133321 138499 90302 24643729 5682292 19431639 18961437 7314398 8360957 1529265 1553592 37142025 37261627 495073 489628 752607 661149 1557127 1598197 2804807 2748974 X 21688951 21109573 12648267 13403080 34337218 34512653 37142025 37261627 X -275777 181337 269875 X 0 1 X 1 0 X 7200742 5898245 10729623 4341823 3609565 31779998 7200742 5898245 10729623 4341823 3609565 31779998 11170275 20609723 1223 5150 104785 66011 17365 194534 16267 17835 24853 25514 84469 1807 1807 32060808 19257351 0.64280 0.65530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 1,807. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2339114 1115847 251689 3706650 665677 1298755 374682 2339114 652282 23248 9853 665677 743548 -79041 12225 652282 625549 129817 11818 743548 0.71351 0.10146 0.18503 1 0 2659226 2659226 13722856 2060194 11662662 222165 104508 117657 8018788 3517590 4501198 20694 20694 18961437 OPERATING RIGHT OF USE LIABILITY 1598197 1598197 X PART V, LINE 4: THE INCOME FROM THE ENDOWMENT ASSETS CAN BE USED TO SUPPORT MILWAUKEE BALLET COMPANY'S GENERAL ACTIVITIES AND PROVIDE SCHOLARSHIPS. PART X, LINE 2: MILWAUKEE BALLET COMPANY, INC. AND SUBSIDIARY ARE NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AS OTHER THAN A PRIVATE FOUNDATION AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A). IN ADDITION, MILWAUKEE BALLET COMPANY, INC. AND SUBSIDIARY QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). MILWAUKEE BALLET FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. MILWAUKEE BALLET IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2022. BALL 378235 335485 42750 25818 49457 52 8837 SCHOOL 13411 13411 2039 200 511 2 7929 7929 1969 158 399575 335485 64090 25818 53465 252 9506 89041 -24951 1 FINANCIAL AID FOR STUDENTS ATTENDING MILWAUKEE BALLET SCHOOL 94 137804 MILWAUKEE BALLET II STIPENDS FOR LIVING EXPENSES 15 95760 PART I, LINE 2: MILWAUKE BALLET SCHOOL & ACADEMY PROVIDES TUITION FORGIVENESS BASED ON FINANCIAL NEED. MILWAUKEE BALLET SCHOOL & ACADEMY MONITORS THE FINANCIAL AID IT PROVIDES THROUGH ENROLLMENT AND ATTENDANCE RECORDS. X X 0 0 0 0 0 0 0 1 0 MICHAEL PINK ARTISTIC DIRECTOR 200746 0 0 0 0 0 0 0 22409 0 223155 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID CHOREOGRAPHIC ROYALTIES TO MICHAEL PINK. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE DIRECTOR, THE FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE FINANCE DIRECTOR AND THE FINANCE COMMITTEE. THE SIGNED STATEMENTS ARE KEPT AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE DIRECTORS AND OFFICERS ALSO CONDUCT PERIODIC REVIEWS OF INTEREST AND TRANSACTIONS TO ENSURE THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DECISIONS FOR THE TWO TOP MANAGEMENT POSITIONS AT THE ORGANIZATION, WHICH REPORT TO THE BOARD OF DIRECTORS, ARE MADE BY THE BOARD'S EXECUTIVE COMMITTEE. THE PROCESS FOR SETTING COMPENSATION INCLUDES THE ANALYSIS OF AVAILABLE MARKET INFORMATION ON COMPENSATION FOR SIMILAR POSITIONS AT COMPARABLE PERFORMING ARTS ORGANIZATIONS; THE AVAILABILITY/RARITY/VALUE OF THE TALENT IN THE MARKET; THE SCOPE, RESPONSIBILITIES, AND LEVEL OF THE ROLE; JOB PERFORMANCE (WITH INCUMBENTS); AND CURRENT BUDGET PARAMETERS. FOR THE TOP ARTISTIC ROLE (THE ARTISTIC DIRECTOR), THE BOARD UTILIZES A MULTI-YEAR EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY GREATER MIL. FOUNDATION 269,875. MILWAUKEE BALLET ORCHESTRA INC 128 N JACKSON ST MILWAUKEE WI 53202 391835094 MUSICAL ACCOMPANIMENT TO MILWAUKEE BALLET COMPANY, INC. WI 501(C)(3) LINE 12A, I MILWAUKEE BALLET COMPANY INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 MILWAUKEE BALLET ORCHESTRA INC M 195517 ACTUAL COST