2019-05-14T17:52:44-05:00 2018-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2017-07-01 133577394 DISCALCED INC DISC 7186248400 3 LAFAYETTE AVENUE BROOKLYN NY 11217 NANCY UMANOFF EXECUTIVE DIRECTOR 7186248400 2019-05-14 1 GARRETT M HIGGINS P00543209 2122862600 2019-05-14 4.15.211.182 2019-05-14 16:54:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4F9F0882E2C1046A9DC4DC01D0F262469E3815E0 2017 2019-02-21 02:37:17Z MARK MORRIS DANCE GROUP NANCY UMANOFF 3 LAFAYETTE AVENUE BROOKLYN NY 11217 9178273 0 X WWW.MMDG.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. 17 15 272 28 0 23785 3773621 3977419 5534095 4567303 179141 127668 102782 -47554 9589639 8624836 0 0 0 0 4738991 5201179 50000 0 407446 4134453 3560491 8923444 8761670 666195 -136834 15831308 15890038 350240 437871 15481068 15452167 X THE MARK MORRIS DANCE GROUP'S (MMDG) 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 4265492 2205994 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. THROUGH ACCESS/MMDG PROGRAMMING, THE DANCE GROUP PROVIDES EDUCATIONAL OPPORTUNITIES IN DANCE AND MUSIC TO PEOPLE OF ALL AGES AND ABILITIES WHILE ON TOUR INTERNATIONALLY AND AT HOME AT THE MARK MORRIS DANCE CENTER IN BROOKLYN, NY. 2482443 2015043 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 8,200 ADULT STUDENTS OF ALL LEVELS PARTICIPATE IN OVER 50 DIVERSE AND AFFORDABLE WEEKLY DROP-IN CLASSES AND WORKSHOPS IN A RANGE OF DANCE GENRES AT THE DANCE CENTER. MMDG RENTS OUT ITS SEVEN PROFESSIONAL DANCE STUDIOS FOR OVER 6,800 HOURS PER YEAR TO APPROXIMATELY 330 NONPROFIT DANCE COMPANIES AND SOLO-ARTISTS 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. 987760 326987 MMDG IS COMMITTED TO PROVIDING FREE AND LOW-COST DANCE AND MUSIC OPPORTUNITIES FOR PEOPLE OF ALL AGES AND ABILITIES IN BROOKLYN/NYC AND ON TOUR. THE MMDG/NYCHA PARTNERSHIP OFFERS FREE DANCE CLASSES TO OVER 100 YOUTH, ADULT, AND SENIOR RESIDENTS AT FIVE BROOKLYN PUBLIC HOUSING PROJECTS. IN-SCHOOL RESIDENCIES AT 17 NEW YORK CITY SCHOOLS (4 SCHOOLS FOR CHILDREN WITH SPECIAL NEEDS), SERVE MORE THAN 1,700 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 1,100 PEOPLE WITH PARKINSON'S DISEASE, THEIR CAREGIVERS, AND DANCE EDUCATORS SEEKING CERTIFICATION, IN 10 LOCATIONS THROUGHOUT NYC, AND AN ADDITIONAL 14,800 INTERNATIONALLY THROUGH PROGRAMS ON TOUR, AT HOME DVDS, AND MONTHLY LIVE-STREAMED CLASSES WHICH PROVIDE ACCESS TO PARTICIPANTS WITHOUT TRANSPORTATION OR WITH SEVERE MOBILITY ISSUES. 7735695 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 157 0 272 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 15 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 JUDITH R FISHMAN CHAIRMAN 8.00 X X 0 0 0 DAVID RESNICOW VICE CHAIRMAN 5.00 X X 0 0 0 MARK SELINGER VICE CHAIRMAN 5.00 X X 0 0 0 ISAAC MIZRAHI SECRETARY 5.00 X X 0 0 0 NANCY UMANOFF BOARD MEMBER, EXEC DIRECTOR 42.50 X X 150807 0 9843 SARABETH BERMAN BOARD MEMBER 2.50 X 0 0 0 FREDERICK BLAND BOARD MEMBER 2.50 X 0 0 0 ALLAN BUFFERD BOARD MEMBER 2.50 X 0 0 0 MARGARET CONKLIN BOARD MEMBER 2.50 X 0 0 0 SUZY KELLEMS DOMINIK BOARD MEMBER 2.50 X 0 0 0 SHELBY GANS BOARD MEMBER 2.50 X 0 0 0 JENNIFER GOODALE BOARD MEMBER THRU JULY 2017 2.50 X 0 0 0 SANDY HILL 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 JANE STINE BOARD MEMBER 2.50 X 0 0 0 ELLEN OFFNER BOARD MEMBER 2.50 X 0 0 0 MARK MORRIS BOARD MEMBER, ARTISTIC DIRECTOR 40.00 X 251014 0 9843 ELIZABETH FOX TREASURER/CFO 40.00 X 117608 0 17655 JOHAN HENCKENS PRODUCTION MANAGER 40.00 X 125807 0 9843 MICHELLE AMADOR DIRECTOR OF DEVELOPMENT 40.00 X 102397 0 10783 747633 0 57967 5 0 1 0 DOUBLE M ARTS AND EVENTS PO BOX 793 CRUZ BAY STATION ST JOHN VI 008310793 BOOKING AGENT 180939 OPUS 3 ARTISTS LLC 470 PARK AVE 9TH FL NORTH NEW YORK NY 10016 ARTIST AGENT 130000 2 84275 614151 3278993 95167 3977419 PERFORMANCE FEES/COMM. 561439 2216913 2216913 TUITION 713940 1657963 1657963 STUDIO RENTAL 532000 349570 349570 WORKSHOPS/CLASSES/PROG 713910 342857 342857 4567303 153613 153613 842 842 344926 370871 -25945 -25945 -25945 14625 84275 64826 -50201 -50201 97619 117740 -20121 -20121 VENDING MACHINES 900099 18657 18657 INSURANCE REFUND 900099 3269 3269 21926 8624836 4548024 0 99393 619077 472782 107276 39019 3726060 3491217 35782 199061 355122 261701 72578 20843 500920 366769 104594 29557 25000 25000 29690 29690 833188 798436 27884 6868 245459 242354 3105 280893 154405 71511 54977 144740 85151 41666 17923 544042 516035 25863 2144 699974 676221 11157 12596 386353 363172 23181 82377 79337 3040 PRODUCTION 196821 196821 BUSINESS MEALS/HOSPITAL 41650 19003 8610 14037 PROFESSIONAL DEVELOPMEN 29257 11146 10795 7316 DUES AND SUBSCRIPTIONS 14215 748 13467 6832 397 6435 8761670 7735695 618529 407446 752855 473631 68172 101315 3013782 3172297 303581 338167 157605 72025 144210 147110 13498793 5996261 7637864 7502532 3459825 3815691 293414 267270 15831308 15890038 115518 133685 232622 230086 2100 2100 0 72000 350240 437871 X 11102849 10897279 3978219 4004888 400000 550000 15481068 15452167 15831308 15890038 -136834 107933 0 X X 0 1 X 1 0 X 1892255 2354213 5364286 3773621 3977419 17361794 1892255 2354213 5364286 3773621 3977419 17361794 4177780 13184014 105590 182885 133870 127933 154455 704733 42863 36544 90438 117219 21926 308990 18375517 24985626 0.71750 0.72620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 42,863. 2014 AMOUNT: $ 10,449. 2015 AMOUNT: $ 1,565. EARNED INCOME - SCHOOL - 2014 AMOUNT: $ 26,095. 2015 AMOUNT: $ 33,710. VENDING MACHINES - 2015 AMOUNT: $ 5,861. 2016 AMOUNT: $ 18,737. 2017 AMOUNT: $ 18,657. REIMBURSEMENT - 2015 AMOUNT: $ 22,047. 2016 AMOUNT: $ 55,130. INSURANCE REFUND - 2015 AMOUNT: $ 27,255. 2016 AMOUNT: $ 43,352. 2017 AMOUNT: $ 3,269. 15000 X ART WORK FOR DANCE STUDIO. 0 0 1 X 2961421 150000 186245 3297666 2641381 320040 2961421 2723025 -81644 2641381 2747516 -24491 2723025 551775 2000000 195741 2747516 0.72830 0.16680 0.10490 0 0 137000 137000 10562531 5285920 5276611 884572 710341 174231 1914690 1914690 7502532 DEFERRED COMPENSATION 72000 72000 X 8885645 107933 182566 290499 8595146 29690 29690 8624836 8914546 182566 182566 8731980 29690 29690 8761670 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. 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 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VII, LINE 10B: 117,740. DIRECT EXPENSES FROM FUNDRAISING EVENT 64,826. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VII, LINE 10B: 117,740. DIRECT EXPENSES FROM FUNDRAISING EVENT 64,826. PART V, LINE 4: DISCALCED, INC. MAINTAINS VARIOUS DONOR-RESTRICTED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. NORTH AMERICA 0 0 PROGRAM SERVICES DANCE PERFORMANCES 108434 0 0 0 0 0 0 108434 0 108434 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR ITS FOREIGN EXPENDITURES. HARD NUT BENEFIT 98900 84275 14625 5506 16473 8087 34760 98900 84275 14625 5506 16473 8087 34760 64826 -50201 X X X X 0 0 0 0 0 0 0 0 0 NANCY UMANOFF BOARD MEMBER, EXEC DIRECTOR 132420 0 0 0 18387 0 0 0 9843 0 160650 0 0 0 MARK MORRIS BOARD MEMBER, ARTISTIC DIRECTOR 232420 0 0 0 18594 0 0 0 9843 0 260857 0 0 0 X 7 95167 AVG SELLING PRICE 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 THE EXECUTIVE DIRECTOR, NANCY UMANOFF AND PRODUCTION MANAGER, 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 DISCALCED, INC. CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ANNUALLY SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT IS KEPT ON FILE AND BOARD MEMBERS MAY NOT VOTE ON AN ISSUE ON WHICH THEY HAVE A CONFLICT. 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 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 2018. 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 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 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.