Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 5,496,231 | 4,940,113 | 6,697,289 | 4,886,349 | 5,746,838 | 27,766,820 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 5,496,231 | 4,940,113 | 6,697,289 | 4,886,349 | 5,746,838 | 27,766,820 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 729,330 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 27,037,490 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 5,496,231 | 4,940,113 | 6,697,289 | 4,886,349 | 5,746,838 | 27,766,820 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,086 | 699 | 8,960 | 27,371 | 14,948 | 53,064 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 18,263 | 17,986 | 40,830 | 124,536 | 120,259 | 321,874 |
| 11 | Total support. Add lines 7 through 10 | 28,141,758 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART III, LINE 1 | (Continuation from Part III) Arts Midwest works collaboratively with private and public arts supporters throughout Illinois, Indiana, Iowa, Michigan, Minnesota, North Dakota, Ohio, South Dakota, and Wisconsin. We seek to build communities through gathering, investing, and creating. We gather people in community, creating space for dialogue, connection, and storytelling. We invest our energy and our resources in organizations, communities, innovation, and people. And we create programs, experiences, and moments for people to express themselves and share in each others creativity. |
| PART III, LINE 4A | (Continuation from Part III) Arts Midwest Touring Fund engages Midwestern audiences in meaningful experiences with multicultural performing artists from across the Midwest, the nation, and the world through fee support grants to performing arts presenters in our region. Through the 20182019 cycle, we awarded more than $330,000 to 143 organizations across the Midwest. These organizations reached more than 125,000 adults and 100,000 children through their Touring Fund-supported programming. Arts Midwest World Fest connects small and mid-sized Midwestern communities to world cultures through week-long residencies with global performers. In 20182019, we toured Manhu of China, Unni Boksasp Ensemble of Norway, Ondekoza of Japan, and Sofi & the Baladis of Israel to Dickinson, ND; Pierre, SD; Dubuque, IA; Prairie du Chien, WI; Red Wing, MN; Sterling, IL; Corydon, IN; Marietta, OH; and Flint, MI. The ensembles conducted public concerts, school workshops, and community activities, and reached more than 44,000 people. The Arts Midwest Conference is the preeminent booking and education conference for the Midwest performing arts industry. The 31st annual Conference took place in Indianapolis, Indiana, from September 58, 2018. The Conference welcomed 1,132 artists, artist managers/agents, performing arts presenters, and arts administrators, representing 48 U.S. states and territories and six foreign countries. Arts Midwest manages Shakespeare in American Communities on behalf of the National Endowment for the Arts. During the 20182019 program cycle, we made $1 million in grants to 40 nonprofit, professional theater companies from 27 states and the District of Columbia to present productions of Shakespeare plays and related educational activities to middle and high school students. We the Many is a pilot program that seeks to expand the understanding of what it means to be a Midwesterner through the creative exchange of voices, cultures, and ideas. The program began its planning phase in 2019 and will co-create yearlong performing arts residencies with Midwestern artists in 20202021 in Wabash, IN; Perry, IA; and Sisseton, SD. Arts Midwest Folkefest engages Upper Midwest audiences in week-long residencies with traditional Nordic musical ensembles. In 20182019, we toured Emilia Amper Band of Sweden to Washington, IA; Marquette, MI; Chisholm, MN; Devils Lake, ND; Aberdeen, SD; and Rice Lake, WI. The ensemble reached more than 2,000 adults and 9,000 children through 65 community, educational, and performance activities. NEA Performing Arts Discovery builds and sustains international arts networks and highlights the diversity of the U.S. performing arts market, with a goal of expanding the global opportunities for performing artists from across the United States. In 2018, 13 arts presenters from Brazil, Chile, China, Colombia, and Mexico attended the Arts Midwest Conference and a follow up forum that explored the arts market in Indianapolis. |
| PART III, LINE 4C | (Continuation from Part III) And in 20182019, our national initiative Creating Connection worked with arts and cultural organizations, community leaders, and allied sectors in Oregon, California, Michigan, and Massachusetts to share messaging, programming strategies, and toolkits that leverage research around the relationships between public values and arts, culture, and creative expression. |
| PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION ARE NON-VOTING AND CONSIST OF THOSE INTERESTED IN THE GOALS AND PURPOSES OF THE CORPORATION. MEMBERSHIP IS ATTAINED UPON APPLICATION. |
| PART VI, SECTION B, LINE 11B | A DETAILED REVIEW WAS CONDUCTED BY THE ORGANIZATION'S PRESIDENT & CEO AND BY THE TREASURER. THE FINANCE COMMITTEE CONDUCTED A FINAL REVIEW AND APPROVAL OF THE RETURN PRIOR TO FILING. A DRAFT WAS ALSO DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. |
| PART VI, SECTION B, LINE 12C | Each director, officer, key employee and member of a committee with board delegated powers shall complete and sign a conflicts of interest policy annual statement at the time of his or her initial election or appointment and annually thereafter. An interested person may make a presentation at the board or committee meeting regarding the proposed transaction or arrangement, but after such presentation, there interested person shall leave the meeting during the discussion of, and the vote on, the proposed transaction or arrangement that results in the conflict of interest. additionally (1) the chairperson of the board (or committee) shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement (2) after exercising due diligence, the board (or committee) shall determine whether the organization can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest (3) If a more advantageous transaction or arrangement is not reasonable attainable under the circumstances that would not give rise to a conflict of interest, the board (or committee) shall determine by a majority vote of the disinterested directors (or committee members), whether the transaction or arrangement is in the organizations best interest and for its own benefit and whether the transaction is fair and reasonable to the organization and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Detailed minutes of board or committee meetings are maintained to document all such situations. |
| PART VI, SECTION B, LINE 15A | The executive committee sets compensation for the president & CEO. The executive committee uses the following procedures to set the compensation of the president & CEO (1) for the purpose of setting the president & CEOs compensation, the executive committee shall be made up entirely of individuals who do not have a conflict of interest with respect to the compensation arrangement (2) the executive committee obtains and relies upon appropriate data as to comparability prior to making its determination regarding the compensation of the president & CEO. Appropriate comparability data includes compensation levels paid by organizations of similar size and complexity nationally, regionally and locally, and current compensation surveys. Detailed documents are maintained of all deliberations and decisions. The process of determining the compensation of the president & CEO last included review and approval by independent persons, comparability data and contemporaneous substantiation in 2018. The executive committee delegates to the president & CEO the authority to set compensation for other executives. |
| PART VI, SECTION C, LINE 19 | The organization does not make its governing documents or conflict of interest policy available to the public. The organizations financial statements are made available to the public through the Minnesota Attorney Generals office. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:714945 |
| Software ID: | |
| Software Version: |