2021-03-29T10:34:20-05:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2019-07-01 133577394 DISCALCED INC DISC 7186248400 3 LAFAYETTE AVENUE BROOKLYN NY 11217 NANCY UMANOFF EXECUTIVE DIRECTOR 7186248400 2021-03-26 1 EVA MRUK P00543254 2122862600 2021-03-26 2019 2022-09-23 18:48:47Z MARK MORRIS DANCE GROUP NANCY UMANOFF 3 LAFAYETTE AVENUE BROOKLYN NY 11217 7827328 0 X WWW.MARKMORRISDANCEGROUP.ORG X 1990 NY PROMOTE AND SUSTAIN DANCE, MUSIC AND OPERA WORKS BY MARK MORRIS AND SERVE AS A CULTURAL RESOURCE TO ENGAGE AND ENRICH THE COMMUNITY. 19 17 286 29 0 0 5773600 3439259 5911643 4014817 -245904 73277 17697 18909 11457036 7546262 0 0 0 0 6014644 5572657 0 0 390895 4075236 2744458 10089880 8317115 1367156 -770853 17898227 18679744 823310 2300728 17074917 16379016 X THE MARK MORRIS DANCE GROUP'S PURPOSE IS 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 3863135 1600494 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 190 WORKS AND CONTINUES TO CREATE PROLIFICALLY FOR HIS GROUP OF 17 DANCERS. IN 2020, MMDG SHARED THE COMPANY'S FIRST-EVER ONLINE LIVESTREAM AND NEW WORK PREMIERE WITH VIRTUAL AUDIENCE MEMBERS AROUND THE WORLD. THROUGH COMMUNITY AND EDUCATION PROGRAMMING, THE DANCE GROUP PROVIDES OPPORTUNITIES IN DANCE AND MUSIC TO OVER 85,000 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.MARKMORRISDANCEGROUP.ORG. 2736992 2149726 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. OVER 7,000 ADULT STUDENTS OF ALL LEVELS PARTICIPATE IN OVER 60 DIVERSE AND AFFORDABLE WEEKLY DROP-IN CLASSES AND WORKSHOPS IN A RANGE OF DANCE GENRES AT THE DANCE CENTER. MMDG RENTS OUT ITS NINE ADA-COMPLIANT, FULLY EQUIPPED, PROFESSIONAL DANCE STUDIOS FOR OVER 10,000 SUBSIDIZED HOURS TO 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 THE SPRING OF 2020, IN RESPONSE TO THE GLOBAL COVID-19 PANDEMIC, MMDG QUICKLY PIVOTED ITS PROGRAMMING TO RESPOND TO THE NEEDS OF OUR COMMUNITY WITH THE LAUNCH OF WEEKLY FREE AND LOW-COST ONLINE CLASSES LED BY COMPANY MEMBERS AND TEACHING FACULTY. MMDG VIRTUAL PROGRAMMING PROVIDES OPPORTUNITIES TO EXPERIENCE THE JOY OF DANCE AND MOVEMENT THROUGH TECHNOLOGICALLY ACCESSIBLE, ADAPTIVE, AND INTEGRATED PROGRAMMING IN AN EGALITARIAN VIRTUAL ENVIRONMENT. 934133 271398 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. FREE PROGRAMS WITH MORE THAN 40 COMMUNITY PARTNERS INCLUDING NEW YORK CITY HOUSING AUTHORITY OFFER FREE DANCE CLASSES TO OVER 260 YOUTH, ADULT, AND SENIOR RESIDENTS AT SEVEN BROOKLYN PUBLIC HOUSING PROJECTS. IN-SCHOOL RESIDENCIES AT 25 NEW YORK CITY SCHOOLS (5 SCHOOLS FOR CHILDREN WITH SPECIAL NEEDS), SERVE MORE THAN 2,600 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 MORE THAN 1,400 PEOPLE WITH PARKINSON'S DISEASE AND THEIR CAREGIVERS THROUGHOUT NYC, AND MORE THAN 5,000 PEOPLE IN 300 COMMUNITIES IN 30 COUNTRIES. 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 NOW OFFERS A ROBUST SCHEDULE OF ONLINE COMMUNITY PROGRAMMING INCLUDING ONLINE EDUCATION PROGRAMMING AND TEACHER TRAINING TO KEEP OUR COMMUNITY ENGAGED AND MOVING, PROVIDING CRITICAL WELLNESS RESOURCES FOR PEOPLE IN ISOLATION. 7534260 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 118 0 286 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 17 1 0 0 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 BOARD MEMBER, ARTISTIC DIRECTOR 50.00 X 256466 0 29036 NANCY UMANOFF BOARD MEMBER, EXEC DIRECTOR 50.00 X X 157821 0 29036 ELIZABETH FOX TREASURER/CFO 40.00 X 131620 0 15748 JOHAN HENCKENS DIRECTOR OF TECHNICAL PRODUCTION 40.00 X 127533 0 10036 MICHELLE AMADOR DIRECTOR OF DEVELOPMENT 40.00 X 103944 0 15612 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 BOARD MEMBER 2.50 X 0 0 0 FREDERICK BLAND BOARD MEMBER 2.50 X 0 0 0 MARGARET CONKLIN BOARD MEMBER 2.50 X 0 0 0 SHELBY GANS BOARD MEMBER 2.50 X 0 0 0 YORK-CHI HARDER BOARD MEMBER 2.50 X 0 0 0 MARC JAMES BOARD MEMBER 2.50 X 0 0 0 SUZY KELLEMS DOMINIK BOARD MEMBER 2.50 X 0 0 0 NICHOLAS MA BOARD MEMBER 2.50 X 0 0 0 TIMOTHY J MCCLIMON BOARD MEMBER 2.50 X 0 0 0 HELEN MEYER BOARD MEMBER 2.50 X 0 0 0 ELLEN OFFNER BOARD MEMBER 2.50 X 0 0 0 JOCELYNNE RAINEY BOARD MEMBER 2.50 X 0 0 0 JANE STINE BOARD MEMBER 2.50 X 0 0 0 777384 0 99468 5 0 1 0 DOUBLE M ARTS AND EVENTS PO BOX 793 CRUZ BAY STATION ST JOHN VI 008310793 BOOKING AGENT 113025 1 78615 277352 3083292 17298 3439259 TUITION 713940 1884310 1884310 PERFORMANCE FEES/COMM. 561439 1586685 1586685 WORKSHOPS/CLASSES/PROG 713910 280428 280428 STUDIO RENTAL 532000 255524 255524 MEMBERSHIP DUES 813920 7870 7870 4014817 69167 69167 11220 11220 242026 237916 4110 4110 4110 38731 43150 -4419 -4419 VENDING MACHINES 900099 12108 12108 12108 7546262 4021618 0 85385 586371 404217 144806 37348 4164421 3953567 5188 205666 344498 322861 6523 15114 477367 422346 28778 26243 26700 26700 19186 19186 407974 385688 15440 6846 163295 147607 1543 14145 167929 118393 22248 27288 118776 94413 5763 18600 501918 440429 59239 2250 558870 537012 6307 15551 3266 3266 482618 445308 37310 90591 84286 2440 3865 PRODUCTION 122312 122312 HOSPITALITY AND BUS. ME 31764 19591 3269 8904 DUES AND SUBSCRIPTIONS 29992 21892 8100 PROF. DEVELOPMENT 10529 6300 3254 975 8738 8038 700 8317115 7534260 391960 390895 806778 2550302 159018 40040 5343561 4556741 200148 99775 47066 65373 172872 88530 15395037 6903678 8569581 8491359 2331123 2494627 268080 292997 17898227 18679744 291421 204338 457689 306190 2200 2200 0 500000 72000 1288000 823310 2300728 X 11072656 11039107 6002261 5339909 17074917 16379016 17898227 18679744 X -770853 85452 -10500 X X 0 1 X 1 0 X 5364286 3766121 3974419 5773600 3439259 22317685 5364286 3766121 3974419 5773600 3439259 22317685 3647816 18669869 133870 127933 153613 143668 69167 628251 90438 117219 21926 18223 12108 259914 23205850 24888319 0.80450 0.78750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 1,565. 2018 AMOUNT: $ 216. EARNED INCOME - SCHOOL - 2015 AMOUNT: $ 33,710. VENDING MACHINES - 2015 AMOUNT: $ 5,861. 2016 AMOUNT: $ 18,737. 2017 AMOUNT: $ 18,657. 2018 AMOUNT: $ 18,007. 2019 AMOUNT: $ 12,108. REIMBURSEMENT - 2015 AMOUNT: $ 22,047. 2016 AMOUNT: $ 55,130. INSURANCE REFUND - 2015 AMOUNT: $ 27,255. 2016 AMOUNT: $ 43,352. 2017 AMOUNT: $ 3,269. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 X ART WORK FOR DANCE STUDIO. 0 0 1 X 2363119 184994 15530 2532583 3297666 -7881 926666 2363119 2961421 150000 186245 3297666 2641381 320040 2961421 2723025 -81644 2641381 0.61290 0.21720 0.16990 0 0 137000 137000 13452272 6029794 7422478 1244480 873884 370596 561285 561285 8491359 DEFERRED COMPENSATION 149000 PAYCHECK PROTECTION PROGRAM LOAN 1139000 1288000 X 7655678 85452 43150 128602 7527076 19186 19186 7546262 8351579 53650 53650 8297929 19186 19186 8317115 PART III, LINE 4: DISCALCED, INC. HAS RECEIVED CONTRIBUTIONS OF VARIOUS WORKS OF ART AND PHOTOGRAPHS, MANY OF WHICH WERE CREATED BY THE DONOR. 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. 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 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 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VII, LINE 10B: 43,150. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VII, LINE 10B: 43,150. LOSS ON UNCOLLECTIBLE PLEDGE 10,500. PART V, LINE 4: DISCALCED, INC. MAINTAINS VARIOUS DONOR-RESTRICTED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. IN ADDITION, THERE ARE BOARD DESIGNATED FUNDS INCLUDING A BUILDING RESERVE FUND, CASH RESERVE FUND, AND NEW WORKS FUND WHOSE PURPOSES ARE FOR BUILDING IMPROVEMENTS, NEW BUSINESS INITIATIVES, STRATEGIC OPPORTUNITIES, CREATION COSTS OF NEW WORKS, AND REVIVAL OF REPERTORY WORKS. X X X X 0 0 0 0 0 0 0 0 0 MARK MORRIS BOARD MEMBER, ARTISTIC DIRECTOR 255872 0 0 0 594 0 19000 0 10036 0 285502 0 0 0 NANCY UMANOFF BOARD MEMBER, EXEC DIRECTOR 157434 0 0 0 387 0 19000 0 10036 0 186857 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE EXECUTIVE DIRECTOR, NANCY UMANOFF AND DIRECTOR OF TECHNICAL PRODUCTION, JOHAN HENCKENS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B DISCALCED, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE: WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT'S SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ONE WEEK TO REVIEW THE PREPARED FORM 990 AND PROVIDE THEIR COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE EXECUTIVE COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS ADOPTED 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. 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 KEY EMPLOYEES. 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 KEY EMPLOYEES. 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 2020. 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, FORMS 990 AND 1023 AS WELL AS 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 -10,500. FORM 990, PART XII, LINE 2C: DISCALCED, INC. HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.