Civic Intelligence

Milwaukee Opera Theatre Inc.

990EZ • Fiscal year 2017 • EIN 39-2003992

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 14, 2017

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

(917) 684-0512

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$73,683

Up $15,248 (+26%) from 2016

Net Assets

Up

$73,683

Up $15,248 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Up

$97,802

Up $15,272 (+19%) from 2016

Expenses

Up

$81,230

Up $15,194 (+23%) from 2016

Net Income

Up

$16,572

Up $78 (+0.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2017

Assets$73,683
Liabilities$0
Net Assets$73,683
Open 2017 Filing

Operations Trend

Revenue Growth71st 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

2017

Revenue$97,802
Expenses$81,230
Net Income$16,572
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Gross Receipts
$97,802
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 Pay76th 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
2017-12-14
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 16, Other Expenses

“Grant Writting 350”

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

“Dues Subscriptions 414”

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

“Insurance 324”

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

“Advertising 3,615”

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

“Production Costs 3,713”

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

“Office Supplies 280”

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

“Strategic Plan 1,500”

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

“Outreach 1,700”

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

“Sales Tax Payable -1,324”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jill Anna Ponasik
IRS990EZ/BooksInCareOfDetail/PhoneNum09176840512
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wauwatosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058435
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073683
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IRS990EZ/ContributionsGiftsGrantsEtcAmt052531
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IRS990EZ/ExcessOrDeficitForYearAmt016572
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073683
IRS990EZ/OccupancyRentUtltsAndMaintAmt012636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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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/OtherChangesInNetAssetsAmt0-1324
IRS990EZ/OtherExpensesTotalAmt011896
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Performing Arts
IRS990EZ/PrintingPublicationsPostageAmt01824
IRS990EZ/ProgramServiceRevenueAmt045271
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/TotalExpensesAmt081230
IRS990EZ/TotalRevenueAmt097802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.milwaukeeoperatheatre.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130070
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/PublicSupportTotal509Amt0130070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034137
IRS990ScheduleA/Total509Grp/TotalAmt0130070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0130070
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/ExplanationTxt0Grant Writting 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues Subscriptions 414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising 3,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Production Costs 3,713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Strategic Plan 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Outreach 1,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sales Tax Payable -1,324
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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 20, Net Assets
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Anna Ponasik
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId042C8ACFC69765516C9F621D44682225623F62F5A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId042C8ACFC69765516C9F621D44682225623F62F5A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.181.123.125
ReturnHeader/FilingSecurityInformation/IPDt02017-12-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:56:56
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/PreparationDt02017-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly Zick
ReturnHeader/ReturnTs02017-12-15T10:33:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,683
Liabilities
$0
Net assets
$73,683
Revenue
$97,802
Expenses
$81,230
Net income
$16,572
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