Nonprofit · EIN 39-6100399
UNITED PERFORMING ARTS FUND INC
Tax-exempt · MILWAUKEE, WI 53203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $8,250,738 | $8,637,173 | -$386,435 | $11,718,239 | $681,823 | $11,036,416 |
| August 31, 2024 | 990 | $7,598,518 | $8,904,685 | -$1,306,167 | $12,653,978 | $1,384,001 | $11,269,977 |
| August 31, 2023 | 990 | $10,439,171 | $9,717,290 | $721,881 | $13,410,096 | $1,334,154 | $12,075,942 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $7,953,374
- Program service revenue
- $0
- Investment income
- $290,550
- Net income from fundraising events
- $856
- Other revenue
- $6,814
Expenses
- Grants and similar amounts paid
- $6,182,984
- Compensation of officers, directors and key employees
- $428,882
- Other salaries and wages
- $1,043,272
- Salaries, compensation and benefits (total)
- $1,692,891
- Professional fundraising fees
- $47,993
- Occupancy
- $108,374
- Travel
- $12,936
- Depreciation
- $18,779
- Program services (functional)
- $7,015,161
- Management and general (functional)
- $797,091
- Fundraising (functional)
- $824,921
Balance sheet and other
- Total assets, start of year
- $12,653,978
- Total assets, end of year
- $11,718,239
- Total liabilities, end of year
- $681,823
- Net assets, end of year
- $11,036,416
- Land, buildings and equipment
- $145,357
- Publicly traded securities
- $5,628,824
- Net assets without donor restrictions
- $10,502,894
- Net assets with donor restrictions
- $533,522
- Gross receipts
- $8,444,313
- Employees
- 26
- Volunteers
- 233
- Year formed
- 1966
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRUCE OSGOOD | CHIEF ADMINISTRATIVE OFFIC Officer | 50 | $157,622 | $11,341 |
| CHRISTINE HOJNACKI | CHIEF DEVELOPMENT OFFICER Officer | 50 | $135,620 | $7,201 |
| SUE CONNOR | DIRECTOR OF FINANCE Highest-paid employee | 40 | $122,034 | $3,123 |
| JANE REARDON | DIRECTOR OF FINANCE Highest-paid employee | 40 | $117,011 | $2,596 |
| ANNEMARIE SCOBEY POLACHECK | PRESIDENT & CEO (START 09/24) Officer | 50 | $73,525 | $425 |
| PATRICK RATH | PRESIDENT & CEO (UNTIL 03/24) Officer | 50 | $47,159 | $14,758 |
| JIM BORRIS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT BEIGHTOL | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| KATY HOOK | TREASURER Trustee or director | 1 | $0 | $0 |
| BILL GUC | SECRETARY Trustee or director | 1 | $0 | $0 |
| RYAN BARBIERI | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE BOOTH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF CADY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW FLACK | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN GALLEGOS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUSTIN GODSEY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| DARREN GOLDSTEIN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| C GREER JORDAN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| JULIET KERSTEN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MCCONEGHY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| GEORGE MEYER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| REBECCA MITICH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| DR JAYA PHOOKAN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| ANOOP PRAKASH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| AMY SCHUBERT | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| RAY SNISKY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH SPANIC | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| TIM STEWART | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| NATACHA VELEZ | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| GARY WITT | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK RATH | PRESIDENT & CEO Officer | 50 | $205,113 | $22,268 |
| BRUCE OSGOOD | CHIEF ADMINISTRATIVE OFFIC Officer | 50 | $143,952 | $36,900 |
| CHRISTINE HOJNACKI | CHIEF DEVELOPMENT OFFICER Officer | 50 | $136,076 | $23,545 |
| SUE CONNOR | DIRECTOR OF FINANCE Highest-paid employee | 40 | $104,100 | $0 |
| SCOTT BEIGHTOL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TIM MATTKE | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| BRENT TISCHLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE LYONS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RYAN BARBIERI | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE BOOTH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM BORRIS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF CADY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW FLACK | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN GALLEGOS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUSTIN GODSEY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS GOLLER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| C GREER JORDAN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL GUC | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATY HOOK | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIET KERSTEN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR PHYLLIS KING | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELANIE MADDUX | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL MCCONEGHY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE MEYER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA MITICH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JAYA PHOOKAN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER RAMIREZ | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE ROCK | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY SCHUBERT | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY SNISKY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBORAH SPANIC | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM STEWART | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATACHA VELEZ | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY WITT | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK RATH | PRESIDENT & CEO Officer | 40 | $199,251 | $49,227 |
| CHRISTINE HOJNACKI | CHIEF DEVELOPMENT OFFICER Officer | 50 | $146,446 | $33,731 |
| BRUCE OSGOOD | CHIEF ADMINISTRATIVE OFFIC Officer | 50 | $141,039 | $11,053 |
| SCOTT BEIGHTOL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TIM MATTKE | PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| BRENT TISCHLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN JOHNSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| STEVE BOOTH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID LUBAR | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER DUNN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS GOLLER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG MARCUS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE MEYER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER RAMIREZ | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE ROCK | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM BORRIS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIET KERSTEN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE LYONS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATY HOOK | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL GUC | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR PHYLLIS KING | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA MITICH | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE ZIZZO | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY WITT | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBORAH SPANIC | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL MCCONEGHY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELANIE MADDUX | AT-LARGE DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| DUSTIN GODSEY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID CARUSO | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF CADY | AT- LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN BARBIERI | AT LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATACHA VELEZ | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM STEWART | AT-LARGE DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 W WISCONSIN AVE STE 600, MILWAUKEE, WI 53203-2232
- Principal officer (990 for 2024)
- TIMOTHY STEWART, 301 W WISCONSIN AVE 600, MILWAUKEE, WI 53203
- Signed the 990
- TIMOTHY STEWART, CHAIRMAN OF THE BOARD
- Phone
- (414) 273-8723
- Website
- WWW.UPAF.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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
Program accomplishments
- THE UNITED PERFORMING ARTS FUND SOLICITS OPERATING AND PROGRAMMATIC FUNDING FOR ITS 14 MEMBERS AND 17 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 $7,015,161 · grants $6,182,984
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 39-6100399
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A120)
- Assets (IRS master file)
- $11,718,239
- Income (IRS master file)
- $8,444,313
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $8,250,738 | $8,637,173 | $11,718,239 | XML |
| 990 | August 2024 | $7,598,518 | $8,904,685 | $12,653,978 | XML |
| 990 | August 2023 | $10,439,171 | $9,717,290 | $13,410,096 | XML |
| 990 | August 2022 | $9,681,014 | $9,614,383 | $12,908,010 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6100399).
Questions about UNITED PERFORMING ARTS FUND INC
- What is the EIN of UNITED PERFORMING ARTS FUND INC?
- The employer identification number (EIN) of UNITED PERFORMING ARTS FUND INC is 39-6100399.
- Is UNITED PERFORMING ARTS FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNITED PERFORMING ARTS FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED PERFORMING ARTS FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED PERFORMING ARTS FUND INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED PERFORMING ARTS FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of UNITED PERFORMING ARTS FUND INC?
- The 990 for the year ended August 31, 2025 names TIMOTHY STEWART.
- Who are the officers and directors of UNITED PERFORMING ARTS FUND INC?
- The 990 for the year ended August 31, 2025 lists 30 people; 6 received compensation from the organization, the highest $157,622 (BRUCE OSGOOD, CHIEF ADMINISTRATIVE OFFIC).
- How much revenue does UNITED PERFORMING ARTS FUND INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $8,250,738, expenses of $8,637,173 and total assets of $11,718,239 at year end.
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