2014-03-05T16:53:02-06:00 2013-08-31 330310569 HASKELL & WHITE LLP 8001 IRVINE CENTER DRIVE STE 300 IRVINE CA 92618 990 2012-09-01 330299356 THE WOODEN FLOOR FOR YOUTH MOVEMENT WOOD 7145418314 1810 NORTH MAIN STREET SANTA ANA CA 927062727 MELANIE RIOS 7145418314 2014-02-26 1 RICK SMETANKA P01677376 9494506200 2012 2015-11-30 17:44:51Z THE WOODEN FLOOR DAWN S REESE 1810 NORTH MAIN STREET SANTA ANA CA 927062727 4836820 0 X THEWOODENFLOOR.ORG X 1983 CA ARTS-BASED YOUTH DEVELOPMENT THROUGH DANCE, ACADEMIC AND FAMILY PROGRAMS FOR LOW-INCOME YOUTH. 24 24 27 471 0 0 1984046 2075524 27657 26911 46763 210057 86614 136138 2145080 2448630 226266 202527 0 0 1255982 1295660 55200 48754 393383 908475 868437 2445923 2415378 -300843 33252 8064176 8154584 126511 161313 7937665 7993271 X TO EMPOWER LOW-INCOME YOUTH TO BUILD SELF-ESTEEM, SELF-DISCIPLINE AND A SENSE OF ACCOMPLISHMENT THROUGH DANCE, ACADEMIC AND FAMILY PROGRAMS. BREAKING THE CYCLE OF POVERTY THROUGH GENERATIONAL CHANGE IS THE LONG-TERM GOAL OF THE WOODEN FLOOR. 0 0 792702 8698 YEAR-ROUND DANCE EDUCATION IS OUR CORE PROGRAM FOR TRANSFORMATIONAL GROWTH. A RIGOROUS 10-LEVEL CURRICULUM (54 CLASSES/WEEK IN BALLET, MODERN, IMPROVISATION, CHOREOGRAPHY) LEADS OUR LOW-INCOME STUDENTS TO DEVELOP SELF-KNOWLEDGE, CONFIDENCE, CREATIVITY, TEAMWORK AND A SENSE OF WELL-BEING AND JOY. 358734 18213 PERFORMANCES: REHEARSAL AND PERFORMANCE TEACH DISCIPLINE, GOAL-SETTING, COMMITMENT AND ACHIEVEMENT THROUGH HARD WORK. OUR STUDENTS PERFORM AT AN ANNUAL CONCERT IN JUNE OF EACH YEAR. PERFORMANCES OCCUR IN THE WOODEN FLOOR STUDIO THEATRE, AT THE IRVINE BARCLAY THEATRE AND OCCASIONALLY AT TOURING VENUES SUCH AS REDCAT IN LOS ANGELES. 598519 202527 SUPPORTING PROGRAMS: ACADEMIC - TUTORING, REMEDIAL WORKSHOPS, PRE-COLLEGIATE MENTORING AND COLLEGE SCHOLARSHIPS ENSURE OUR STUDENTS GRADUATE HIGH SCHOOL ON-TIME, ENROLL IN, AND ARE PREPARED TO SUCCEED IN, COLLEGE. FAMILY SERVICES - COUNSELING, CRISIS INTERVENTION AND SOCIAL SERVICE REFERRALS HELP OUR FAMILIES OVERCOME SOCIO-ECONOMIC HARDSHIPS. INCLUDES COLLEGE TOURS, CAREER SEMINARS, HEALTH AND FINANCIAL LITERACY WORKSHOPS, AND SUMMER CAMP SCHOLARSHIPS. 24775 DANCE EDUCATION OUTREACH: DANCEFREE WEEKS: WEEK-LONG INTRODUCTORY DANCE WORKSHOPS THAT REACH APPROXIMATELY 3,000 STUDENTS IN APPROXIMATELY 20 PUBLIC SCHOOLS IN SANTA ANA AND NEIGHBORING CITIES. 24775 1774730 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 44 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X DAWN REESE 7145418314 1810 NORTH MAIN STREET SANTA ANA CA 92706 ERNESTO VASQUEZ 1.00 X X 0 0 0 JIM DRISCOLL 1.00 X X 0 0 0 DAMIEN JORDAN 1.00 X X 0 0 0 FRANK FOSTER 1.00 X X 0 0 0 RICHARD HUNSAKER 1.00 X X 0 0 0 GLENNDA ADAIR 0.50 X 0 0 0 JOAN BEALL 0.50 X 0 0 0 CATHERINE CHASE 0.50 X 0 0 0 MARIA CIRESE 0.50 X 0 0 0 FRANK HALL 0.50 X 0 0 0 SHARON HARTSHORN 0.50 X 0 0 0 VIRGINIA HUNSAKER 0.50 X 0 0 0 YVONNE M JORDAN 0.50 X 0 0 0 CATHERINE MACIVER 0.50 X 0 0 0 DANY MELITA 0.50 X 0 0 0 YVONNE R O'NEILL 0.50 X 0 0 0 LUZ OROZCO 0.50 X 0 0 0 CYRUS PARKER-JEANNETTE 0.50 X 0 0 0 WILLIAM YINGLING III 0.50 X 0 0 0 KRISTY SANTIMYER-MELITA 0.50 X 0 0 0 JIM SLAUGHTER 0.50 X 0 0 0 LARRY STOFKO 0.50 X 0 0 0 MARY XAVIER 0.50 X 0 0 0 BARBARA YINGLING 0.50 X 0 0 0 DAWN S REESE 40.00 X 117257 0 7913 MELANIE RIOS GLASER 40.00 X 121337 0 6503 238594 0 14416 2 0 0 0 0 67403 2008121 53623 2075524 ANNUAL CONCERTS 711120 18213 18213 YEAR-ROUND PROGRAM 711120 8698 8698 26911 94168 94168 2397537 2281648 115889 115889 115889 242680 67403 106542 136138 136138 2448630 26911 0 346195 202527 202527 125170 87619 12517 25034 952798 626309 112886 213603 130752 82974 15363 32415 86940 58911 9769 18260 48754 48754 75886 48971 24415 2500 144278 88264 26271 29743 52086 45941 4091 2054 38757 36549 770 1438 873 873 116513 108357 8156 28585 24806 2112 1667 INSTRUCTORS 144811 144811 REPAIRS AND MAINTENANCE 97499 75423 9539 12537 PRODUCTIONS COSTS 55533 55533 ACADEMIC TUTORING 8771 8771 104845 78964 20503 5378 2415378 1774730 247265 393383 47572 87802 484581 840145 411638 365600 3992 2430 5074971 1725124 3421659 3349847 2846044 3214850 848690 293910 8064176 8154584 126511 119194 0 42119 126511 161313 X 4966321 4797172 671582 796337 2299762 2399762 7937665 7993271 8064176 8154584 33252 22354 0 X 0 1 X 1 0 X 2103733 2083547 1743092 1834451 2021901 9786724 2103733 2083547 1743092 1834451 2021901 9786724 976352 8810372 141260 101670 107571 95062 94168 539731 10326455 161261 0.85320 0.82510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2356644 105000 216316 125000 2552960 2344027 2500 142117 132000 2356644 2222936 69480 204046 152435 2344027 2178245 35000 114691 105000 2222936 2333083 700 -60423 95115 2178245 1.00000 0 0 800229 800229 3773947 1518109 2255838 500795 207015 293780 3349847 CAPITAL LEASE OBLIGATION 42119 42119 2577526 22354 22354 2555172 -106542 -106542 2448630 2521920 0 2521920 -106542 -106542 2415378 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE WOODEN FLOOR'S ENDOWMENT FUNDS ARE PERMANENT ENDOWMENTS, FUNDED BY DONOR RESTRICTED GIFTS, MEANT TO BE MAINTAINED FOR THE PURPOSE OF PROVIDING A PERMANENT SOURCE OF INCOME FOR THE ORGANIZATION USING UPMIFA POLICIES FOR CALCULATING PERCENTAGE OF ANNUAL DISBURSEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED ON PART VIII -106,542. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED ON PART VIII -106,542. X X X X X X X 1 LINDA T MESESAN 1810 NORTH MAIN STREET SANTA ANA CA 92706 GRANT WRITING 0 0 48754 -48754 48754 -48754 CA KEEP THE PROMISE WINE TASTING 310083 67403 242680 48836 25640 3743 400 27923 310083 67403 242680 48836 25640 3743 400 27923 106542 136138 1 SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE; PERFORMANCE TICKETS; ADVANCED DANCE TRAINING INTENSIVES AND SUMMER CAMP OPPORTUNITIES 196507 6020 FMV DONATED PERFORMANCE TICKETS AND CAMP SPONSORSHIPS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE ISSUED TO EDUCATIONAL INSTITUTIONS, OUTSIDE DONEE RELATED ORGANIZATIONS AND SUMMER CAMP ESTABLISHMENTS FOR USE IN ACCORDANCE WITH THE ORGANIZATION'S ANNUAL OPERATING BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. X 3 32285 COST X MISCELLANEOUS 43 21338 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. ONCE THE AUDIT COMMITTEE HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990 TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE AUDIT COMMITTEE. AFTER SUGGESTED REVISIONS ARE COMPLETED BY THE PREPARER AND APPROVED BY THE AUDIT COMMITTEE, THE AUDIT CHAIR WILL PRESENT THE FORM 990 AT THE NEXT FULL BOARD OF DIRECTORS MEETING, AFTER WHICH, THE RETURN WILL BE FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN AN EFFORT TO ACHIEVE THE HIGHEST STANDARDS OF CONDUCT, EACH STAFF MEMBER AND BOARD MEMBER IS REQUESTED TO ACKNOWLEDGE (BY SIGNING) THE CONFLICT OF INTEREST POLICY ANNUALLY, OR WHEN CHANGES IN CIRCUMSTANCES OR ANY FURTHER FINANCIAL INTEREST, SITUATION, ACTIVITY, INTEREST OR CONDUCT THAT MAY DEVELOP BEFORE COMPLETION OF THEIR NEXT ANNUAL QUESTIONNAIRE. THIS ACKNOWLEDGEMENT WILL BE KEPT ON FILE IN THE HUMAN RESOURCES DEPARTMENT. DEFINITION: THE POTENTIAL FOR A CONFLICT OF INTEREST VIOLATION EXISTS WHEN AN EMPLOYEE OR BOARD MEMBER -HAS A DECISION-MAKING ROLE IN ANY CONTRACT, TRANSACTION OR ARRANGEMENT OF THE THE WOODEN FLOOR IN WHICH HE OR SHE, A FAMILY MEMBER OR BUSINESS RELATION MAY BENEFIT; OR -HAS A DECISION-MAKING ROLE IN ANY CONTRACT, TRANSACTION OR ARRANGEMENT OF THE THE WOODEN FLOOR THAT INVOLVES AN ENTITY IN WHICH HE OR SHE, A FAMILY MEMBER OR BUSINESS RELATION ALSO HAS A FIDUCIARY POSITION (E.G., MEMBER, OFFICER, DIRECTOR, COMMITTEE MEMBER). REPORTING: ANY EMPLOYEE OR MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO PROMPTLY AND FULLY DISCLOSE TO EITHER THE EXECUTIVE DIRECTOR OR A MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD, ANY ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST OR VIOLATION OF THE CODE OF ETHICS HE OR SHE MAY BE INVOLVED IN OR BECOME AWARE OF. IF IT IS DETERMINED BY EITHER THE EXECUTIVE DIRECTOR OR THE EXECUTIVE COMMITTEE THAT AN ACTUAL CONFLICT OF INTEREST OR VIOLATION EXISTS, AN AD HOC COMMITTEE OF MEMBERS OF THE BOARD WILL BE APPOINTED TO DETERMINE -WHETHER THE WOODEN FLOOR COULD REASONABLY OBTAIN A MORE ADVANTAGEOUS CONTRACT, TRANSACTION OR ARRANGEMENT; OR MAKE A BETTER BUSINESS DECISION, AND IF SO, SET THE REQUIRED NEXT STEPS IN MOTION; OR -WHETHER, REGARDLESS OF THE CONFLICT OF INTEREST, PROCEEDING WITH THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT OR BUSINESS DECISION FURTHERS THE WOODEN FLOOR'S CHARITABLE MISSION AND IS IN ITS BEST INTERESTS. ANNUAL REVIEWS: TO ENSURE THAT THE THE WOODEN FLOOR OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE FOLLOWING PERIODIC REVIEWS SHALL BE CONDUCTED BY DESIGNATED COMMITTEES OF THE BOARD OF DIRECTORS: -WHETHER EMPLOYEE COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND IMPARTIALLY NEGOTIATED; -WHETHER ACQUISITIONS OF PROPERTY AND SERVICES FROM ANY PERSON, OR AGREEMENTS OR PARTNERSHIPS WITH OTHER ORGANIZATIONS FURTHER THE WOODEN FLOOR'S CHARITABLE PURPOSES AND DO NOT INURE TO THE PERSONAL BENEFIT OF ANY EMPLOYEE, MEMBER OF THE BOARD OF DIRECTORS, OR OTHER INVOLVED PARTY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ACTS ON BEHALF OF, AND WITH CONCURRENCE OF, THE BOARD WITH RESPECT TO MATTERS RELATING TO COMPENSATION, BENEFITS, OTHER PERSONNEL PLANS FOR EXECUTIVES. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD COMPENSATION AND INCENTIVE PROGRAMS FOR EXECUTIVE OFFICERS, AND REVIEWS AND RECOMMENDS POLICIES RELATING TO PERQUISITES FOR EXECUTIVE MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE WOODEN FLOOR WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: INTERNAL REVENUE SERVICE DETERMINATION LETTER, INTERNAL REVENUE SERVICE AFFIRMATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, MOST RECENT FORM 990 (PUBLIC INSPECTION COPY WILL NOT INCLUDE THE SCHEDULE OF SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS), MOST RECENT COPY OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATION DOCUMENT, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. SALE OF SECURITIES FORM 990, PART VIII, LINE 7A & B THE SECURITIES ARE HELD WITH MORGAN STANLEY UNDER VARIOUS INVESTMENT MANAGERS. DUE TO THE VOLUME OF PURCHASES AND SALES THAT ARE MADE THROUGHOUT THE YEAR, THE RETURN DOES NOT REFLECT THE DETAIL OF THE GAINS/(LOSSES) BY SECURITY, HOWEVER THE INFORMATION IS AVAILABLE UPON REQUEST.