2024-11-15T13:35:54-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 454102317 CHARLES ALLIS AND VILLA TERRACE MUSEUMS INC CHAR 4142788295 1801 N PROSPECT AVE MILWAUKEE WI 53202 CLAUDIA EGAN BOARD CHAIR 4142788295 2024-11-14 1 1 KRISTEN DONLEVY P01670215 4144761880 2024-11-14 2023 2024-10-15 13:58:12Z JAYMEE HARVEY WILLIAMS 1801 N PROSPECT AVE MILWAUKEE WI 53202 1098371 0 X WWW.CAVTMUSEUMS.ORG X 2012 WI CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. ADVANCES THE MISSIONS OF THE CULTURAL ASSETS UNDER ITS STEWARDSHIP BY PROVIDING MANAGEMENT, PROGRAMMING, AND DEVELOPMENT SERVICES.CHARLES ALLIS ART MUSEUM:THE CHARLES ALLIS ART MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN A STATELY AND INTIMATE URBAN MANSION, WHICH PERMANENTLY HOUSES THE ART COLLECTION OF EARLY 20TH-CENTURY INDUSTRIALIST CHARLES ALLIS.VILLA TERRACE DECORATIVE ARTS MUSEUM:THE VILLA TERRACE DECORATIVE ARTS MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN THE GRAND YET INTIMATE SETTING OF THE LLOYD SMITH FAMILY'S LAKEFRONT RENAISSANCE VILLA AND GARDEN. 11 11 38 150 126150 0 479851 392560 108805 103606 14258 178 300214 339740 903128 836084 0 0 0 0 334361 452566 0 0 26054 480802 433207 815163 885773 87965 -49689 995964 965629 57189 30131 938775 935498 X CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. ADVANCES THE MISSIONS OF THE CULTURAL ASSETS UNDER ITS STEWARDSHIP BY PROVIDING MANAGEMENT, PROGRAMMING, AND DEVELOPMENT SERVICES.CHARLES ALLIS ART MUSEUM:THE CHARLES ALLIS ART MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN A STATELY AND INTIMATE URBAN MANSION, WHICH PERMANENTLY HOUSES THE ART COLLECTION OF EARLY 20TH-CENTURY INDUSTRIALIST CHARLES ALLIS.VILLA TERRACE DECORATIVE ARTS MUSEUM:THE VILLA TERRACE DECORATIVE ARTS MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN THE GRAND YET INTIMATE SETTING OF THE LLOYD SMITH FAMILY'S LAKEFRONT RENAISSANCE VILLA AND GARDEN. 1 0 770031 0 290308 CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. (CAVT) STEWARDS TWO HISTORIC HOMES AND THEIR ART COLLECTIONS, BEQUEATHED TO THE CITIZENS OF MILWAUKEE BY THEIR ORIGINAL OWNERS - CHARLES AND SARAH ALLIS AND AGNES SMITH CURTIS - TO EDUCATE, INSPIRE AND DELIGHT. BOTH FAMILIES PLAYED PROMINENT ROLES IN THE EARLY DEVELOPMENT OF MILWAUKEE'S INDUSTRIAL, ARTISTIC AND CIVIC LIFE. BOTH HOMES ARE LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND ARE DESIGNATED BY THE CITY OF MILWAUKEE, MILWAUKEE COUNTY, AND NUMEROUS ARTS AND CULTURAL ORGANIZATIONS FOR THEIR CONTINUED SIGNIFICANCE TO MILWAUKEE'S HISTORIC, CULTURAL AND ARTISTIC LIFE. THROUGH INTERPRETATION OF THESE HOMES AND THEIR COLLECTIONS, AND THROUGH COLLABORATION WITH THE COMMUNITY, CAVT INC. SEEKS KNOWLEDGE AND UNDERSTANDING OF SOCIETAL, CULTURAL, ARTISTIC, HISTORIC AND CONTEMPORARY ISSUES FROM LOCAL, NATIONAL AND INTERNATIONAL PERSPECTIVES. CAVT INC. PRODUCES EXHIBITIONS, PROGRAMMING AND EVENTS THAT INTERPRET THESE ISSUES FOR DIVERSE AUDIENCES. CAVT COLLABORATES WITH OTHER CULTURAL AND EDUCATIONAL ENTITIES TO ACHIEVE ITS MISSION. IN 2019, CAVT MOUNTED THE FOLLOWING EXHIBITIONS AT THE VILLA TERRACE DECORATIVE ARTS MUSEUM: MOVING IMAGES (FEATURING A COLLECTION OF BRITISH ROYAL PORTRAITURE FROM A LOCAL COLLECTOR), DAVID R. HARPER: A MOUTH SHAPED ROOM, AND MEASURED MISALIGNMENTS AND HOUSE TABLEAU (FEATURING ORIGINAL WORK BY JEFFREY CLANCY AND ARIANA HUGGETT). IN 2018, CAVT MOUNTED DELIGHT, INSPIRE, EDUCATE, A PRESENTATION OF ART, ARTIFACTS, AND EPHEMERA FROM THE ALLIS COLLECTION. COMMUNITY ARTS PROGRAMMING INCLUDED MANY EVENTS IN CONNECTION WITH OUR CHANGING EXHIBITIONS, ART IN THE GARDEN (A PROGRAM SUPPORTING MPS ART TEACHERS THROUGH FIELD TRIPS TO THE VILLA TERRACE, CULMINATING IN AN EXHIBITION OF STUDENT ARTWORK AT THE MUSEUM), WORK WITH RUFUS KING HIGH SCHOOL'S INTERNATIONAL BACCALAUREATE ARTS CURRICULUM CULMINATING IN A GRADUATE ART EXHIBITION AT THE CHARLES ALLIS ART MUSEUM, AND COLLABORATION WITH COMMUNITY ARTS ORGANIZATIONS AND GROUPS THAT OFFERED OPPORTUNITIES TO EXPERIENCE THEATRE, DANCE, MUSIC, FILM AND THE VISUAL ARTS. 770031 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 40 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JAYMEE HARVEY WILLMS 4142961101 1801 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 NEIL ALBRECHT INTERIM TREASURER 1.00 X X 0 0 0 MICHAEL WEST BOARD CHAIR 1.00 X X 0 0 0 JAMES STEARNS VICE CHAIR 1.00 X X 0 0 0 CLAUDIA EGAN BOARD CHAIR 1.00 X X 0 0 0 CINDY MORAN DIRECTOR 1.00 X 0 0 0 THOMAS HASLETT DIRECTOR 1.00 X 0 0 0 MARQUAYLLA ELLISON SECRETARY 1.00 X 0 0 0 NICOLE ACOSTA DIRECTOR 1.00 X 0 0 0 MARILU KNODE DIRECTOR 1.00 X 0 0 0 ANDREA TAXMAN DIRECTOR 1.00 X 0 0 0 MEGAN HOLBROOK DIRECTOR 1.00 X 0 0 0 JAYMEE HARVEY WILLMS EXECUTIVE DIRECTOR 40.00 X 75081 0 0 75081 0 0 0 0 0 0 0 225108 167452 49496 392560 PROGRAM INCOME 713990 103606 103606 103606 178 178 575139 262287 312852 312852 186702 126150 MISCELLANEOUS REVENUE 900099 26888 26888 26888 836084 290308 126150 27066 371991 285577 71398 15016 41597 33581 8016 38978 31706 6123 1149 62699 55269 430 7000 20881 20881 16262 13373 2889 13212 13212 145321 145321 3003 3003 40 40 12725 12725 11116 11116 EXHIBIT EXPENSE 111303 111303 EVENT EXPENSES 20390 20390 OTHER 12713 8992 3721 LICENSE AND FEES 3542 3542 885773 770031 89688 26054 50663 82870 375580 245252 12820 46334 155154 66627 82159 88527 474742 502646 995964 965629 55839 22506 1350 7625 57189 30131 X 464032 403018 474743 532480 938775 935498 995964 965629 X -49689 46412 X X 0 1 X 1 0 X 449309 449843 374056 479851 372879 2125938 449309 449843 374056 479851 372879 2125938 87859 2038079 790 2980 3193 3989 1907 12859 -713 6813 177 9683 1881 17841 2156638 1997441 0.94500 0.93960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ -713. 2020 AMOUNT: $ 6,813. 2021 AMOUNT: $ 177. 2022 AMOUNT: $ 9,683. 2023 AMOUNT: $ 1,881. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 97401 33229 64172 57753 33398 24355 88527 BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 502646 502646 OTHER LIABILITIES 7625 7625 X 1144783 308699 308699 836084 0 836084 1148060 262287 262287 885773 0 885773 PART III, LINE 1A: HISTORIC ART PIECES PART III, LINE 4: THE CHARLES ALLIS ART MUSEUM CONTAINS THE WORLD-CLASS ART COLLECTION OF CHARLES AND SARAH ALLIS, HOUSED IN THE MANSION THEY BUILT IN 1911 SPECIFICALLY TO SHOWCASE THEIR COLLECTION. THEY BUILT THEIR HOME AND ART COLLECTION WITH THE INTENT OF DONATING IT TO THE CITIZENS OF MILWAUKEE COUNTY. THE VILLA TERRACE ART MUSEUM WAS THE HOME OF LLOYD AND AGNES SMITH; MRS. SMITH DONATED IT TO THE CITIZENS OF MILWAUKEE COUNTY FOR USE AS AN ART MUSEUM. CAVT, INC. NOW PROVIDES MANAGEMENT, PROGRAMMING, AND DEVELOPMENT SERVICES ALLOWING THE MANSIONS AND COLLECTIONS TO PROVIDE OPPORTUNITIES FOR THE PUBLIC TO EXPERIENCE HISTORY, ARTS AND CULTURE. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS TAX POSITIONS AND ASSESSES THEIR UNCERTAINTY, IF ANY, THROUGH REVIEW AND APPLICATION OF VARIOUS SOURCES OF TAX AUTHORITY INCLUDING STATUTES, REGULATIONS, RULINGS, COURT CASES AND WIDELY HELD ADMINISTRATIVE PRACTICES. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE ORGANIZATION AT DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAR AND BEVERAGE SERVICE EXPENSES 262,287. CHANGES IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 46,412. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAR AND BEVERAGE SERVICE EXPENSES 262,287. X PLUMBING FIXTURES AND EQUIPMENT 1 38096 FMV X SUPPLIES 1 11400 FMV 0 0 0 FORM 990, PART III, LINE 2 MUSEUMS FOR ALL ADMISSION PROGRAM: IN SUPPORT OF OUR MISSION, MUSEUMS IN MILWAUKEE PARTICIPATING IN MUSEUMS FOR ALL A NATIONWIDE INITIATIVE THAT ALLOWS PARTICIPATING MUSEUMS TO BE ENJOYED FOR FREE OR AT A REDUCED COST BY INDIVIDUALS AND FAMILIES WHO RECEIVE SNAP BENEFITS OR FREE-AND-REDUCED LUNCHES AT SCHOOL. MUSEUMS FOR ALL IS MARKETED IN THE SNAP BENEFITS PACKAGES BY THE FEDERAL PROGRAM ITSELF AND REACHES BENEFICIARIES DIRECTLY. THE MUSEUMS HAVE CREATED NEW TOURS THAT INVOLVE FREE, GUIDED TOURS FOR ALL MILWAUKEE PUBLIC SCHOOLS (MPS) THROUGHOUT THE 2023-24 SCHOOL YEAR. WITH THE INCOMING ACADEMIC YEAR, CAVT PLANS TO HOST 1,500 MPS STUDENTS WITH GUIDED FIELD TRIPS THROUGH THE MUSEUMS. SUMMER CAMP PROGRAM/WINTER BREAK CAMPS AND FEE WAIVERS: CAVT WILL OPEN FIVE WEEK-LONG SUMMER CAMPS IN THE SUMMER OF 2024. 25% OF ALL CAMPERS (AN AVERAGE OF EIGHT YOUTHS PER CAMP SESSION) WILL BE OFFERED FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE OF THE CHAIR, VICE CHAIR, TREASURER, AND SECRETARY. THIS CAN ALSO INCLUDE UP TO THREE AT-LARGE BOARD MEMBERS WHO ARE ELECTED IN. CAVT DOES NOT HAVE AT LARGE BOARD MEMBERS IN 2023-24. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE COMMITTEE REVIEWS THE DRAFT 990 BEFORE SUBMISSION WITH COPIES AVAILABLE TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF DIRECTORS. IF CONFLICTS SHOULD ARISE THERE IS A DISCUSSION AMONG THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY REVIEW OF WHAT IS "AVERAGE" BASED ON THE MIDWEST MUSEUM ASSOCIATION SALARY GUIDE AND USING GLASS DOOR AND INDEED FOR COMPARABLE COMPENSATION RATES. THIS IS LED BY THE BOARD OF DIRECTORS BIANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICAL INTEREST IN COMMUNITY FOUNDATION 46,412. FORM 990, PART XII, LINE 2: CHARLES ALLIS AND VILLA TERRACE MUSEUMS, INC. ADVANCES THE MISSIONS OF THE CULTURAL ASSETS UNDER ITS STEWARDSHIP BY PROVIDING MANAGEMENT, PROGRAMMING, AND DEVELOPMENT SERVICES. CHARLES ALLIS ART MUSEUM: THE CHARLES ALLIS ART MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN A STATELY AND INTIMATE URBAN MANSION, WHICH PERMANENTLY HOUSES THE ART COLLECTION OF EARLY 20TH-CENTURY INDUSTRIALIST CHARLES ALLIS. VILLA TERRACE DECORATIVE ARTS MUSEUM: THE VILLA TERRACE DECORATIVE ARTS MUSEUM ENRICHES MILWAUKEE'S QUALITY OF LIFE BY CREATING OPPORTUNITIES FOR RESIDENTS AND VISITORS TO EXPERIENCE HISTORY, CULTURE, AND THE ARTS, IN PARTICULAR BY OFFERING VIBRANT EXHIBITIONS AND PERFORMANCES IN THE GRAND YET INTIMATE SETTING OF THE LLOYD SMITH FAMILY'S LAKEFRONT RENAISSANCE VILLA AND GARDEN. FRIENDS OF VILLA TERRACE WI 0 MILWAUKEE COUNTY OWNERSHIP OF THE MUSEUMS. WI 0 0 1.00000 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 MILWAUKEE COUNTY B 225108