UNITED PERFORMING ARTS FUND INC Charity Report

Public IRS 990 nonprofit record

UNITED PERFORMING ARTS FUND INC

EIN 39-6100399 · Arts, Culture & Humanities (A120)

What they do

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

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.02%of revenue went to mission work81.2% of expenses · Program services

10.00%of revenue went to fundraising9.6% of expenses

$104.68spent for every $100 of revenueSpending was higher than revenue this year.

9.66%of revenue went to management and office costs9.2% of expenses

$1.36in assets for every $1 spent this yearSome assets cannot be spent right away.

96.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $386,435 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $168,963 for BRUCE OSGOOD (CHIEF ADMINISTRATIVE OFFIC). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,250,738

Mission workProgram services$7,015,16185.02% of revenue81.2% of expenses

ManagementOffice and general costs$797,0919.66% of revenue9.2% of expenses

FundraisingAsking for donations$824,92110.00% of revenue9.6% of expenses

Total expenses$8,637,173104.68% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.2% mission · 9.2% management · 9.6% fundraisingTotal expenses: 104.68% of revenue

2023Expense mix: 77.7% mission · 9.7% management · 12.5% fundraisingTotal expenses: 117.19% of revenue

2022Expense mix: 80.2% mission · 7.0% management · 12.9% fundraisingTotal expenses: 93.08% of revenue

2021Expense mix: 80.9% mission · 6.1% management · 13.1% fundraisingTotal expenses: 99.31% of revenue

2020Expense mix: 83.2% mission · 4.9% management · 12.0% fundraisingTotal expenses: 104.68% of revenue

2019Expense mix: 84.7% mission · 4.6% management · 10.7% fundraisingTotal expenses: 111.08% of revenue

2018Expense mix: 86.5% mission · 3.6% management · 9.9% fundraisingTotal expenses: 102.85% of revenue

2017Expense mix: 88.1% mission · 3.6% management · 8.3% fundraisingTotal expenses: 104.20% of revenue

Money in and money out

Revenue$8,250,738

Expenses$8,637,173

Annual shortfall $386,435 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$7,015,161 · 81.2% of expenses

Management and office costs$797,091 · 9.2% of expenses

Fundraising$824,921 · 9.6% of expenses

See all reported dollar amounts

Revenue$8,250,738

Expenses$8,637,173

Assets$11,718,239

Income$7,764,493

Contributions$7,953,374

Mission work (program services)$7,015,161

Fundraising$824,921

Grants given$89,294,423

Average grant$322,363

Management and general$797,091

Stocks and bonds$5,628,824

Investing fees$18,963

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

BRUCE OSGOODCHIEF ADMINISTRATIVE OFFIC · 50 hrs/week $168,963Base $157,622 · Other $11,341

CHRISTINE HOJNACKICHIEF DEVELOPMENT OFFICER · 50 hrs/week $142,821Base $135,620 · Other $7,201

SUE CONNORDIRECTOR OF FINANCE · 40 hrs/week $125,157Base $122,034 · Other $3,123

JANE REARDONDIRECTOR OF FINANCE · 40 hrs/week $119,607Base $117,011 · Other $2,596

ANNEMARIE SCOBEY POLACHECKPRESIDENT & CEO (START 09/24) · 50 hrs/week $73,950Base $73,525 · Other $425

PATRICK RATHPRESIDENT & CEO (UNTIL 03/24) · 50 hrs/week $61,917Base $47,159 · Other $14,758

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

BRUCE OSGOODCHIEF ADMINISTRATIVE OFFIC

CHRISTINE HOJNACKICHIEF DEVELOPMENT OFFICER

SUE CONNORDIRECTOR OF FINANCE

JANE REARDONDIRECTOR OF FINANCE

ANNEMARIE SCOBEY POLACHECKPRESIDENT & CEO (START 09/24)

PATRICK RATHPRESIDENT & CEO (UNTIL 03/24)

RYAN BARBIERIAT-LARGE DIRECTOR

JIM BORRISCHAIRMAN

JULIET KERSTENAT-LARGE DIRECTOR

KATY HOOKTREASURER

NATACHA VELEZAT-LARGE DIRECTOR

RAY SNISKYAT-LARGE DIRECTOR

REBECCA MITICHAT-LARGE DIRECTOR

GEORGE MEYERAT-LARGE DIRECTOR

SCOTT BEIGHTOLPAST CHAIRMAN

STEVE BOOTHAT-LARGE DIRECTOR

TIM STEWARTAT-LARGE DIRECTOR

JEFF CADYAT-LARGE DIRECTOR

AMY SCHUBERTAT-LARGE DIRECTOR

GARY WITTAT-LARGE DIRECTOR

DUSTIN GODSEYAT-LARGE DIRECTOR

DR JAYA PHOOKANAT-LARGE DIRECTOR

DEBORAH SPANICAT-LARGE DIRECTOR

DARREN GOLDSTEINAT-LARGE DIRECTOR

DANIEL MCCONEGHYAT-LARGE DIRECTOR

DAN GALLEGOSAT-LARGE DIRECTOR

C GREER JORDANAT-LARGE DIRECTOR

BILL GUCSECRETARY

ANOOP PRAKASHAT-LARGE DIRECTOR

ANDREW FLACKAT-LARGE DIRECTOR

About this charity

Recognized since: January 1967
Location: 301 W WISCONSIN AVE 600, MILWAUKEE, WI 53203
County: Milwaukee
In care of: TIMOTHY STEWART
Primary officer: TIMOTHY STEWART, CHAIRMAN OF THE BOARD

How to reach them

WebsiteVisit the charity’s website Phone(414) 273-8723

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Arts, Culture & Humanities (A120)
Grant-giving organization: Yes