UNITED PERFORMING ARTS FUND INC (EIN 396100399) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

JIM BORRIS

Phone

4142738723

Tax Period

2023-09-01 to 2024-08-31

UNITED PERFORMING ARTS FUND INC, founded in 1966, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.6M in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $8.9M exceeded revenue, resulting in a 17% operating deficit.

Mission

INVESTMENT IN AND FINANCIAL SUPPORT OF THE PERFORMING ARTS IN SOUTHEASTERN WISCONSIN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,480,176

Program Service Revenue $0

Investment Income $279,478

Other Revenue $-161,136

TOTAL REVENUE $7,598,518

Expense Breakdown

Grants Paid $6,093,976

Salaries & Benefits $1,894,131

Fundraising Expenses $1,117,061

Program Expenses $6,920,109

Other Expenses $916,578

TOTAL EXPENSES $8,904,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,598,518	$10,439,171	-0.3%
Expenses	$8,904,685	$9,717,290	-0.1%
Net Income	$-1,306,167	$721,881	-2.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

405

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$567,854

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BEIGHTOL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TIM MATTKE	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRENT TISCHLER	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE LYONS	SECRETARY	1.00	Officer Director	$0	$0	$0
RYAN BARBIERI	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
STEVE BOOTH	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
JIM BORRIS	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
JEFF CADY	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FLACK	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
DAN GALLEGOS	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN GODSEY	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GOLLER	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
C GREER JORDAN	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
BILL GUC	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
KATY HOOK	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
JULIET KERSTEN	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
DR PHYLLIS KING	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
MELANIE MADDUX	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MCCONEGHY	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
GEORGE MEYER	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
REBECCA MITICH	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
DR JAYA PHOOKAN	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
HEATHER RAMIREZ	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
JOE ROCK	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
AMY SCHUBERT	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
RAY SNISKY	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH SPANIC	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
TIM STEWART	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
NATACHA VELEZ	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
GARY WITT	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
PATRICK RATH	PRESIDENT & CEO	50.00	Officer	$205,113	$22,268	$227,381
BRUCE OSGOOD	CHIEF ADMINISTRATIVE OFFIC	50.00	Officer	$143,952	$36,900	$180,852
CHRISTINE HOJNACKI	CHIEF DEVELOPMENT OFFICER	50.00	Officer	$136,076	$23,545	$159,621
SUE CONNOR	DIRECTOR OF FINANCE	40.00	Highest	$104,100	$0	$104,100

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$7,598,518	$8,904,685	$12,653,978	$-1,306,167
2023	$10,439,171	$9,717,290	$13,410,096	$721,881
2022	$9,681,014	$9,614,383	$12,908,010	$66,631
2021	$9,375,574	$9,814,596	$14,391,026	$-439,022
2020	$9,199,608	$10,218,925	$13,710,824	$-1,019,317
2019	$10,323,910	$10,618,495	$13,825,429	$-294,585
2018	$10,128,615	$10,554,231	$14,387,885	$-425,616

UNITED PERFORMING ARTS FUND INC