2022-03-31T12:30:02-05:00 2021-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2020-07-01 133577394 DISCALCED INC DISC 7186248400 3 LAFAYETTE AVENUE BROOKLYN NY 11217 NANCY UMANOFF EXECUTIVE DIRECTOR 7186248400 2022-03-31 1 NANCY UMANOFF XXX-XX-XXXX EVA MRUK P00543254 2122862600 2022-03-31 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK MORRIS DANCE GROUP NANCY UMANOFF 3 LAFAYETTE AVENUE BROOKLYN NY 11217 6918581 0 X WWW.MARKMORRISDANCEGROUP.ORG X 1990 NY TO PROMOTE AND SUSTAIN DANCE, MUSIC AND OPERA WORKS BY MARK MORRIS AND SERVE AS A CULTURAL RESOURCE TO ENGAGE AND ENRICH THE COMMUNITY. 21 19 229 23 0 0 3439259 3813687 4014817 1080088 73277 576804 18909 680395 7546262 6150974 0 46636 0 0 5572657 4278135 0 0 409260 2744458 1869723 8317115 6194494 -770853 -43520 18679744 19053476 2300728 2828015 16379016 16225461 X TO DEVELOP, PROMOTE AND SUSTAIN DANCE, MUSIC AND OPERA PRODUCTIONS BY MARK MORRIS, AND TO SERVE AS A CULTURAL RESOURCE TO ENGAGE AND ENRICH THE COMMUNITY.MMDG PERFORMS MARK MORRIS ORIGINAL WORKS ON TOUR IN VENUES BOTH ACROSS THE U.S. AND INTERNATIONALLY. MMDG ALSO OFFERS SEVERAL PROGRAMS THAT PROVIDE DANCE AND MUSIC CLASSES TO ITS NEIGHBORS IN BROOKLYN AND IN CITIES ON TOUR. MMDG LEADS WEEKLY DANCE CLASSES FOR SENIORS AND YOUNG PEOPLE LIVING IN LOCAL PUBLIC HOUSING, CONDUCTS LONG-TERM RESIDENCIES IN BROOKLYN PUBLIC SCHOOLS, PROVIDES CUSTOMIZED DANCE WORKSHOPS FOR PEOPLE WITH PARKINSON'S DISEASE, AND SHARES ITS BEAUTIFUL REHEARSAL STUDIO WITH HUNDREDS OF OTHER DANCE COMPANIES. 0 0 2748137 0 386029 FOUNDED IN NEW YORK CITY IN 1980 BY ARTISTIC DIRECTOR AND CHOREOGRAPHER MARK MORRIS, THE MARK MORRIS DANCE GROUP (MMDG) HAS BEEN CALLED "THE PREEMINENT MODERN DANCE ORGANIZATION OF OUR TIME" (YO-YO MA), ITS MEMBERS RECEIVING "HIGHEST PRAISE FOR THEIR TECHNICAL APLOMB, THEIR MUSICALITY, AND THEIR SHEER HUMAN AUTHENTICITY" (BLOOMBERG NEWS). LIVE MUSIC AND COMMUNITY ENGAGEMENT ARE VITAL COMPONENTS OF THE DANCE GROUP, WHICH HAS TOURED WITH ITS OWN MUSICIANS, THE MMDG MUSIC ENSEMBLE, SINCE 1996. MORRIS HAS CHOREOGRAPHED MORE THAN 195 WORKS AND CONTINUES TO CREATE PROLIFICALLY FOR HIS GROUP OF DANCERS. IN 2021, MMDG SHARED THE COMPANY'S FIRST-EVER ONLINE LIVESTREAM AND NEW WORK PREMIERE WITH VIRTUAL AUDIENCE MEMBER AROUND THE WORLD. THROUGH COMMUNITY AND EDUCATION PROGRAMMING, THE DANCE GROUP PROVIDES OPPORTUNITIES IN DANCE AND MUSIC TO OVER 50,000 PEOPLE OF ALL AGES, WITH AND WITHOUT DISABILITIES WHILE ON TOUR INTERNATIONALLY, AT HOME AT THE MARK MORRIS DANCE CENTER IN BROOKLYN, NY, AND ONLINE VIA WWW.MMDG.ORG. 1683103 46636 582279 IN 2001, MMDG OPENED THE MARK MORRIS DANCE CENTER IN BROOKLYN, NY, THE COMPANY'S FIRST PERMANENT HOME IN THE U.S., HOUSING REHEARSAL SPACE FOR THE DANCE COMMUNITY, OUTREACH PROGRAMS FOR LOCAL RESIDENTS, AND A SCHOOL OFFERING DANCE CLASSES TO STUDENTS OF ALL AGES. THE SCHOOL AT THE MARK MORRIS DANCE CENTER IS THE CENTERPIECE OF MMDG'S EDUCATION PROGRAMMING. EACH YEAR, THE SCHOOL SERVES APPROXIMATELY 2,500 CHILDREN AND TEENS THROUGH HIGH-QUALITY DANCE INSTRUCTION ACCOMPANIED BY LIVE MUSIC IN IN-PERSON, ON-DEMAND STREAMING, AND/OR HYBRID FORMATS. OVER 7,000 ADULT STUDENTS OF ALL LEVELS PARTICIPATE IN FREE AND AFFORDABLE DANCE CLASSES WITH LIVE MUSIC VIA LIVE, ASYNCHRONOUS, AND HYBRID CLASSES IN A RANGE OF DANCE GENRES ONLINE AND AT THE DANCE CENTER. MMDG RENTS OUT ITS NINE ADA-COMPLIANT, FULLY EQUIPPED, PROFESSIONAL DANCE STUDIOS TO OVER 100 LOCAL ARTISTS AND NON-PROFITS AT DEEPLY REDUCED RATES THROUGH THE SUBSIDIZED STUDIO RENTAL PROGRAM. MMDG'S STATE-OF-THE-ART STUDIOS FEATURE SPRUNG FLOORS, BALLET BARRES, FULL WALL MIRRORS, NATURAL LIGHT, PIANOS, AND SOUND SYSTEMS. IN FY2021, MMDG ENGAGED AUDIENCES AT HOME AND AROUND THE WORLD THROUGH MMDG DIGITAL, THE COMPANY'S 40TH ANNIVERSARY DIGITAL PROGRAMMING THAT INCLUDED PREMIERES OF NEW VIDEO DANCES, LIVESTREAMED PERFORMANCES, AND COMMUNITY EDUCATION AND ENGAGEMENT PROGRAMMING, REACHING 6,208 UNIQUE REGISTRANTS ONLINE (PLUS 24,662 ON-DEMAND VIEWS). MMDG'S VIRTUAL PROGRAMMING PROVIDES OPPORTUNITIES TO EXPERIENCE THE JOY OF DANCE AND MOVEMENT THROUGH TECHNOLOGICALLY ACCESSIBLE, ADAPTIVE, AND INTEGRATED PROGRAMMING IN AN EGALITARIAN VIRTUAL ENVIRONMENT. 579149 0 131272 MMDG IS COMMITTED TO PROVIDING FREE AND LOW-COST DANCE AND MUSIC OPPORTUNITIES FOR PEOPLE OF ALL AGES, WITH AND WITHOUT DISABILITIES IN BROOKLYN/NYC, ON TOUR, AND ONLINE/BY PHONE. WORKING IN COLLABORATION WITH A ROSTER OF 40 COMMUNITY PARTNERS, MMDG PROVIDES FREE PROGRAMS FOR YOUTH AND SENIORS IN NEW YORK CITY HOUSING AUTHORITY AND OTHER COMMUNITY CENTERS IN ALL FIVE BOROUGHS. IN-SCHOOL RESIDENCIES AT NEW YORK CITY SCHOOLS (K-12 STUDENTS WITH AND WITHOUT DISABILITIES), SERVE MORE THAN 1,500 ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS EACH YEAR. DANCE FOR PD, MMDG'S GROUNDBREAKING PROGRAM FOR PEOPLE WITH PARKINSON'S, THEIR CARE PARTNERS, AND DANCE EDUCATORS, SERVES A GLOBAL COMMUNITY OF MORE THAN 2,000 PEOPLE WITH PARKINSON'S DISEASE AND THEIR CAREGIVERS THROUGH LIVE AND ON-DEMAND CLASSES IN ENGLISH, SPANISH, AND MANDARIN. IN ADDITION TO GROUP CLASSES, DANCE FOR PD OFFERS TEACHER TRAINING AND CERTIFICATION AS WELL AS A FULL RANGE OF INSTRUCTIONAL AT HOME MEDIA AND ONLINE RESOURCES TO FOSTER BROAD ACCESS TO THE JOYS AND RESEARCH-BACKED BENEFITS OF DANCE. MMDG SUPPORTS THE CONTINUED DEVELOPMENT OF ARTISTS, EDUCATORS, AND ADMINISTRATORS THROUGH ONLINE AND IN-PERSON WORKFORCE DEVELOPMENT PROGRAMS FROM INTERNSHIPS, TEACHER ASSISTANT TRAINING PROGRAMS, AND AN ARTS IMMERSION FELLOWSHIP PROGRAM FOR TEENS. 5010389 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 229 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA X X ELIZABETH FOX 7186248400 3 LAFAYETTE AVENUE BROOKLYN NY 11217 MARK MORRIS DIRECTOR, ARTISTIC DIRECTOR 50.00 X 166238 0 30356 NANCY UMANOFF DIRECTOR, EXECUTIVE DIRECTOR 50.00 X X 120448 0 30390 ELIZABETH FOX TREASURER/CFO 40.00 X 133021 0 10893 JOHAN HENCKENS DIRECTOR OF TECHNICAL PRODUCTION 40.00 X 124115 0 10890 MICHELLE AMADOR DIRECTOR OF DEVELOPMENT 40.00 X 108424 0 11698 JUDITH R FISHMAN BOARD CHAIR 10.00 X X 0 0 0 DAVID RESNICOW VICE-CHAIR 5.00 X X 0 0 0 MARK SELINGER VICE-CHAIR 5.00 X X 0 0 0 ISAAC MIZRAHI SECRETARY 5.00 X X 0 0 0 SARABETH BERMAN DIRECTOR 2.50 X 0 0 0 FREDERICK BLAND DIRECTOR 2.50 X 0 0 0 MARGARET CONKLIN DIRECTOR 2.50 X 0 0 0 SUZY KELLEMS DOMINIK DIRECTOR 2.50 X 0 0 0 SHELBY GANS DIRECTOR 2.50 X 0 0 0 YORK-CHI HARDER DIRECTOR 2.50 X 0 0 0 MARC JAMES DIRECTOR 2.50 X 0 0 0 NICHOLAS MA DIRECTOR 2.50 X 0 0 0 TIMOTHY J MCCLIMON DIRECTOR 2.50 X 0 0 0 HELEN MEYER DIRECTOR 2.50 X 0 0 0 ELLEN OFFNER DIRECTOR 2.50 X 0 0 0 ONAY PAYNE DIRECTOR 2.50 X 0 0 0 DARRYL PINCKNEY DIRECTOR 2.50 X 0 0 0 JOCELYNNE RAINEY DIRECTOR 2.50 X 0 0 0 JANE STINE DIRECTOR 2.50 X 0 0 0 652246 0 94227 5 0 1 0 0 116413 625144 3072130 56240 3813687 TUITION 713940 529158 529158 WORKSHOPS/CLASSES/PROGRAMS 713910 388430 388430 PERFORMANCE FEES/COMM. 561439 96630 96630 STUDIO RENTAL 532000 53373 53373 MEMBERSHIP DUES 813920 12497 12497 1080088 79534 79534 431 431 1262581 765311 497270 497270 497270 21357 2296 19061 19061 INSURANCE REFUND 900099 659761 659761 VENDING MACHINES 900099 1142 1142 660903 6150974 1099580 0 1237707 46636 46636 574723 392639 182084 2960544 2631149 38694 290701 366426 318729 12532 35165 376442 321572 24432 30438 30965 30965 25997 25997 150224 125025 25199 84853 75408 6480 2965 159681 119997 20935 18749 121668 92366 10960 18342 339035 284581 51787 2667 30429 17985 5154 7290 3248 3248 542709 477475 65234 93040 78085 14222 733 REPAIRS & REMEDIATION 255540 255540 PRODUCTION 20142 20142 PROF. DEVELOPMENT 9238 5646 1382 2210 BAD DEBT 2954 2954 6194494 5010389 774845 409260 2550302 2615967 40040 58120 4556741 4473097 99775 57933 65373 69600 88530 95462 15732525 7281705 8491359 8450820 2494627 2902858 292997 329619 18679744 19053476 204338 264236 306190 172767 2200 2200 500000 0 1288000 2388812 2300728 2828015 X 11039107 11396686 5339909 4828775 16379016 16225461 18679744 19053476 X -43520 -107035 -3000 X X 0 1 X 1 0 X 3766121 3974419 5772600 3437259 3813687 20764086 3766121 3974419 5772600 3437259 3813687 20764086 2589817 18174269 127933 153613 143668 69167 79534 573915 117219 21926 18223 12108 1142 170618 21508619 21422546 0.84500 0.80450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 216. REIMBURSEMENT - 2016 AMOUNT: $ 55,130. INSURANCE REFUND - 2016 AMOUNT: $ 43,352. 2017 AMOUNT: $ 3,269. VENDING MACHINES - 2016 AMOUNT: $ 18,737. 2017 AMOUNT: $ 18,657. 2018 AMOUNT: $ 18,007. 2019 AMOUNT: $ 12,108. 2020 AMOUNT: $ 1,142. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 X ART WORK FOR DANCE STUDIO 0 0 1 X 2532583 427522 8715 2951390 2363119 184994 15530 2532583 3297666 -7881 926666 2363119 2961421 150000 186245 3297666 2641381 320040 2961421 0.59280 0.18635 0.22085 0 0 137000 137000 13783447 6325952 7457495 1244480 955753 288727 567598 567598 8450820 DEFERRED COMPENSATION 149000 PAYCHECK PROTECTION PROGRAM LOAN 2239812 2388812 X 5976402 -107035 2800 2296 -101939 6078341 25997 46636 72633 6150974 6129957 2800 5296 8096 6121861 25997 46636 72633 6194494 PART III, LINE 4: DISCALCED HAS RECEIVED CONTRIBUTIONS OF VARIOUS WORKS OF ART AND PHOTOGRAPHS, MANY OF WHICH WERE CREATED BY THE DONORS. THE DONORS HAVE ASSIGNED VALUES TO THE PIECES TOTALING $110,000. DISCALCED HAS CHOSEN TO VALUE ONLY THOSE WORKS OF ART AS CONTRIBUTION SUPPORT AND OTHER ASSETS FOR WHICH A QUALIFIED INDEPENDENT APPRAISAL HAS BEEN OBTAINED. ONLY ONE PIECE, VALUED AT $15,000, CONTRIBUTED IN A PRIOR YEAR, MET THIS REQUIREMENT AND IS INCLUDED IN OTHER ASSETS ON THE STATEMENT OF FINANCIAL POSITION AND IS NOT DEPRECIATED. ALL ART WORK IS USED TO DECORATE THE DANCE STUDIO. THESE WORKS OF ART HIGHLIGHT DANCE WORKS AND FOSTER AN APPRECIATION OF ART AND DANCE. PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT SECURITY DEPOSITS. PART V, LINE 4: THE LONG-TERM OBJECTIVE OF THE INVESTED FUNDS IS TO PRODUCE STABLE AND INCREASING PRINCIPAL APPRECIATION IN EXCESS OF THE RATE OF INFLATION TO ENHANCE PURCHASING POWER WITH A LOW TO MODERATE LEVEL OF RISK. TO ACHIEVE THIS OBJECTIVE, INVESTED FUNDS ARE MAINTAINED IN EQUITY FUNDS AND MUTUAL FUNDS. PART X, LINE 2: DISCALCED RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT DISCALCED HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. DISCALCED IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO FISCAL 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VII, LINE 10B: 2,296. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS REPORTED ON PART IX, LINE 2: 46,636. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VII, LINE 10B: 2,296. LOSS ON UNCOLLECTIBLE PLEDGE 3,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS REPORTED ON PART IX, LINE 2: 46,636. 1 NEED-BASED SCHOLARSHIPS 88 46636 PART I, LINE 2: FAMILIES FILL OUT AN ONLINE APPLICATION TO APPLY FOR AVAILABLE SCHOLARSHIPS WHICH ARE AWARDED ON A FIRST-COME, FIRST SERVE BASIS. THE ADMISSIONS OFFICE USES THE FEDERAL INCOME GUIDELINE FOR WIC PROGRAMS TO DETERMINE ELIGIBILITY FOR THE SCHOLARSHIP PROGRAM. THE SCHOLARSHIP CREDITS ARE POSTED DIRECTLY TO TO THE FAMILIES' ACCOUNTS. X X X X 0 0 0 0 0 0 0 0 0 MARK MORRIS DIRECTOR, ARTISTIC DIRECTOR 165644 0 0 0 594 0 19500 0 10856 0 196594 0 0 0 NANCY UMANOFF DIRECTOR, EXECUTIVE DIRECTOR 119854 0 0 0 594 0 19500 0 10890 0 150838 0 0 0 X 6 56240 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE A SIGNIFICANT CHANGE TO ITS BYLAWS DURING THE FISCAL YEAR TO INCREASE THE MAXIMUM NUMBER OF DIRECTORS FROM 20 TO 25. FORM 990, PART VI, SECTION B, LINE 11B DISCALCED, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE CFO AND ELECTRONICALLY SENT TO THE FINANCE/AUDIT COMMITTEE FOR THEIR REVIEW AND COMMENT. A PRESENTATION BY THE ACCOUNTING FIRM IS MADE TO THE FINANCE/AUDIT COMMMITTEE. ANY REQUIRED UPDATES ARE MADE, AND A FINAL COMPLETE COPY IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES. ALL APPLICABLE INDIVIDUALS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY, DISCLOSING ANY POSSIBLE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE MEETING OF THE BOARD OR THE RELEVANT COMMITTEE WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DELIBERATED AND VOTED UPON. THE REMAINING DIRECTORS OR MEMBERS OF THE COMMITTEE DECIDE IF A CONFLICT OF INTEREST EXISTS BY A MAJORITY VOTE. THE INTERESTED PERSON IS NOT ELIGIBLE TO VOTE ON MATTERS DIRECTLY PERTAINING TO THE BUSINESS TO BE TRANSACTED. THE DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 DISCALCED, INC. HAS A COMPENSATION POLICY AND A COMPENSATION COMMITTEE WAS ESTABLISHED FOR DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, CFO, AND OTHER OFFICERS. THE POLICY MANDATES THAT EXECUTIVE COMPENSATION BE PERIODICALLY REVIEWED BY THE COMPENSATION COMMITTEE AND THAT THE COMMITTEE SHOULD BE FREE OF CONFLICTS OF INTEREST. THE APPROVING COMPENSATION COMMITTEE REVIEWS APPROPRIATE AND ADEQUATE DATA AND USES A VARIETY OF INFORMATION AND STUDIES THAT ARE AVAILABLE TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO ITS EXECUTIVES AND OFFICERS. THE COMPARABILITY SOURCES THAT THE ORGANIZATION USED TO ESTABLISH COMPENSATION ARE DANCE USA, NON-PROFIT COORDINATING COMMITTEE OF NEW YORK, AND PROFESSIONALS FOR NONPROFITS. THE COMPENSATION COMMITTEE'S DECISION ON THE AMOUNT OF COMPENSATION PAID IS REQUIRED TO BE ADEQUATELY DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT THAT DOCUMENTS THE DATE OF THE DECISION, THE MEMBERS PRESENT DURING THE DECISION AND THOSE WHO VOTED ON IT, THE FULL TERMS OF THE COMPENSATION THAT WAS APPROVED, AND THE COMPARABLE DATA USED AND RELIED UPON TO MAKE THE DECISION. THE PROCESS WAS LAST TIME UNDERTAKEN IN FISCAL YEAR 2021. FORM 990, PART VI, SECTION C, LINE 19 DISCALCED, INC. MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG. IN ADDITION, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT 3 LAFAYETTE AVENUE, BROOKLYN, NY, 11217, OR BY CALLING THE ORGANIZATION DIRECTLY AT (718) 624-8400. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGE -3,000. FORM 990, PART XII, LINE 2C: DISCALCED, INC. HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.