Civic Intelligence

Milwaukee Opera Theatre Inc.

990EZ • Fiscal year 2016 • EIN 39-2003992

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 13, 2016

Organization Profilewww.milwaukeeoperatheatre.org
PO 182Elm Grove, WI 53122

(262) 524-9019

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$58,435

Up $17,800 (+44%) from 2015

Net Assets

Up

$58,435

Up $17,800 (+44%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin77th percentile

Revenue

Up

$82,530

Up $10,512 (+15%) from 2015

Expenses

Up

$66,036

Up $7,536 (+13%) from 2015

Net Income

Up

$16,494

Up $2,976 (+22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2008: $1,171Liabilities 2008: $312008Assets 2009: $1,631Liabilities 2009: $472009Assets 2010: $10,609Liabilities 2010: $3622010Assets 2015: $40,635Liabilities 2015: $0Net Assets 2015: $40,6352015Assets 2016: $58,435Liabilities 2016: $0Net Assets 2016: $58,4352016Assets 2017: $73,683Liabilities 2017: $0Net Assets 2017: $73,6832017Assets 2018: $75,092Liabilities 2018: $0Net Assets 2018: $75,0922018Assets 2019: $91,568Liabilities 2019: $1,080Net Assets 2019: $90,4882019Assets 2020: $105,829Liabilities 2020: $0Net Assets 2020: $105,8292020Assets 2021: $157,050Liabilities 2021: $0Net Assets 2021: $157,0502021Assets 2022: $172,296Liabilities 2022: $1,777Net Assets 2022: $170,5192022Assets 2023: $183,699Liabilities 2023: $828Net Assets 2023: $182,8712023Assets 2024: $201,161Liabilities 2024: $4,442Net Assets 2024: $196,7192024Assets 2025: $231,961Liabilities 2025: $0Net Assets 2025: $231,9612025

Highlighted filing

2016

Assets$58,435
Liabilities$0
Net Assets$58,435
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2008: $1,687Expenses 2008: $2,815Net Income 2008: -$1,1282008Revenue 2009: $2,917Expenses 2009: $2,473Net Income 2009: $4442009Revenue 2010: $8,793Expenses 2010: $130Net Income 2010: $8,6632010Revenue 2015: $72,018Expenses 2015: $58,500Net Income 2015: $13,5182015Revenue 2016: $82,530Expenses 2016: $66,036Net Income 2016: $16,4942016Revenue 2017: $97,802Expenses 2017: $81,230Net Income 2017: $16,5722017Revenue 2018: $68,012Expenses 2018: $66,579Net Income 2018: $1,4332018Revenue 2019: $100,946Expenses 2019: $85,567Net Income 2019: $15,3792019Revenue 2020: $100,745Expenses 2020: $85,404Net Income 2020: $15,3412020Revenue 2021: $103,155Expenses 2021: $51,934Net Income 2021: $51,2212021Revenue 2022: $115,073Expenses 2022: $101,604Net Income 2022: $13,4692022Revenue 2023: $113,443Expenses 2023: $101,091Net Income 2023: $12,3522023Revenue 2024: $117,466Expenses 2024: $103,618Net Income 2024: $13,8482024Revenue 2025: $128,228Expenses 2025: $87,403Net Income 2025: $40,8252025

Highlighted filing

2016

Revenue$82,530
Expenses$66,036
Net Income$16,494
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 13, 2016
Return Version
2015v2.1
Gross Receipts
$82,530
Mission and Program Overview

Mission

Performing Arts

Program Services

DescriptionGrantsExpenses
Milwaukee Opera Theatre Script and Score is a full service program in which sixth graders at Milwaukee Parkside School for the Arts write and produce their own original operas in conjunction with their social studies curriculum.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda Garry AlipertaPresident-$0--
Lisa SchlenkerVice President-$0--
Amy GeyserSecretary-$0--
Alli NeumannTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Milwaukee Opera Theatre
EIN
39-2003992
Address
PO 182, Elm Grove, WI 53122

Signing Officer

Name
Jill Anna Ponasik
Title
Director
Signed
2016-12-13
Discuss with paid preparer
No

Preparer

Firm
Kimberly A Zick Accounting Services Inc
Address
226 Greenfield Ct, Waukesha, WI 53186
Preparer
Kimberly Zick
Phone
2625249019
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Sales Tax Discount 50”

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 253”

Form 990-EZ, Part I, Line 16, Other Expenses

“Credit Card Fees 120”

Form 990-EZ, Part I, Line 16, Other Expenses

“Grant Writting 550”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues Subscriptions 539”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 211”

Form 990-EZ, Part I, Line 16, Other Expenses

“Postage 167”

Form 990-EZ, Part I, Line 16, Other Expenses

“Printing 2,720”

Form 990-EZ, Part I, Line 16, Other Expenses

“Royalty, Scores Rental Fees 4,979”

Form 990-EZ, Part I, Line 16, Other Expenses

“Project Postage 218”

Form 990-EZ, Part I, Line 16, Other Expenses

“Advertising 460”

Form 990-EZ, Part I, Line 16, Other Expenses

“Photo/Video/Audio 1,100”

Form 990-EZ, Part I, Line 16, Other Expenses

“Production Costs 2,827”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Service Fees 6”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Supplies 70”

Form 990-EZ, Part I, Line 20, Net Assets

“Sales Tax Payable 1,306”

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kim Zick
IRS990EZ/BooksInCareOfDetail/PhoneNum02625249019
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0226 Greenfiled Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Waukesha
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043402
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016494
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038168
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058435
IRS990EZ/GrossReceiptsAmt082530
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058435
IRS990EZ/OccupancyRentUtltsAndMaintAmt013648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Garry Aliperta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Schlenker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Geyser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alli Neumann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01306
IRS990EZ/OtherExpensesTotalAmt014220
IRS990EZ/OtherRevenueTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Performing Arts
IRS990EZ/ProgramServiceRevenueAmt039077
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Milwaukee Opera Theatre Script and Score is a full service program in which sixth graders at Milwaukee Parkside School for the Arts write and produce their own original operas in conjunction with their social studies curriculum.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt066036
IRS990EZ/TotalRevenueAmt082530
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.milwaukeeoperatheatre.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt077539
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt077539
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034137
IRS990ScheduleA/Total509Grp/TotalAmt077539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt077539
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax Discount 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel 253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Fees 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grant Writting 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues Subscriptions 539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Postage 167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Printing 2,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Royalty, Scores Rental Fees 4,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Project Postage 218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Advertising 460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Photo/Video/Audio 1,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Production Costs 2,827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank Service Fees 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Office Supplies 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Sales Tax Payable 1,306
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Anna Ponasik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Milwaukee Opera Theatre
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0392003992
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO 182
ReturnHeader/Filer/USAddress/CityNm0Elm Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimberly A Zick Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0226 Greenfield Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625249019
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly Zick
ReturnHeader/ReturnTs02016-12-13T03:26:39-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,435
Liabilities
$0
Net assets
$58,435
Revenue
$82,530
Expenses
$66,036
Net income
$16,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.28$0.87$0.41
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.04$1.97$1.17$1.04$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.83$1.13$1.01$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.71$1.15$1.02$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.03$0.52$0.51
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.01$0.85$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.90$1.01$0.86$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.68$0.67$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.98$0.81$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.83$0.66$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.72$0.59$0.14
2010Summary only. Only limited summary data is available for this year.$0.11$0.00$0.09$0.00$0.09
2009Summary only. Only limited summary data is available for this year.$0.02$0.00$0.03$0.02$0.00
2008Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.03$0.01