Civic Intelligence

Allison Orr Dance Inc.

990 • Fiscal year 2018 • EIN 01-0812720

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

2023 E Cesar Chavez StAustin, TX 78702

(512) 694-1648

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$599,716

Up $9,612 (+1.6%) from 2017

Net Assets

Up

$594,164

Up $7,264 (+1.2%) from 2017

Liabilities

Up

$5,552

Up $2,348 (+73%) from 2017

Revenue

Down

$577,707

Down $78,501 (-12%) from 2017

Expenses

Up

$570,443

Up $135,060 (+31%) from 2017

Net Income

Down

$7,264

Down $213,561 (-97%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $43,111Net Assets 2010: $43,1112010Assets 2011: $19,968Liabilities 2011: $02011Assets 2012: $55,960Net Assets 2012: $55,9602012Assets 2013: $91,274Liabilities 2013: $2,485Net Assets 2013: $88,7892013Assets 2014: $137,089Liabilities 2014: $2,950Net Assets 2014: $134,1392014Assets 2015: $234,154Liabilities 2015: $2,500Net Assets 2015: $231,6542015Assets 2016: $366,636Liabilities 2016: $561Net Assets 2016: $366,0752016Assets 2017: $590,104Liabilities 2017: $3,204Net Assets 2017: $586,9002017Assets 2018: $599,716Liabilities 2018: $5,552Net Assets 2018: $594,1642018Assets 2019: $435,475Liabilities 2019: $2,423Net Assets 2019: $433,0522019Assets 2020: $721,124Liabilities 2020: $6,837Net Assets 2020: $714,2872020Assets 2021: $649,640Liabilities 2021: $2,102Net Assets 2021: $647,5382021Assets 2022: $957,319Liabilities 2022: $8,114Net Assets 2022: $949,2052022Assets 2023: $663,624Liabilities 2023: $2,580Net Assets 2023: $661,0442023Assets 2024: $591,542Liabilities 2024: $64,856Net Assets 2024: $526,6862024

Highlighted filing

2018

Assets$599,716
Liabilities$5,552
Net Assets$594,164

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $88,272Expenses 2010: $70,602Net Income 2010: $17,6702010Revenue 2011: $102,761Expenses 2011: $125,902Net Income 2011: -$23,1412011Revenue 2012: $154,409Expenses 2012: $118,417Net Income 2012: $35,9922012Revenue 2013: $302,295Expenses 2013: $269,466Net Income 2013: $32,8292013Revenue 2014: $369,624Expenses 2014: $324,274Net Income 2014: $45,3502014Revenue 2015: $444,726Expenses 2015: $347,211Net Income 2015: $97,5152015Revenue 2016: $488,686Expenses 2016: $354,265Net Income 2016: $134,4212016Revenue 2017: $656,208Expenses 2017: $435,383Net Income 2017: $220,8252017Revenue 2018: $577,707Expenses 2018: $570,443Net Income 2018: $7,2642018Revenue 2019: $630,332Expenses 2019: $791,423Net Income 2019: -$161,0912019Revenue 2020: $764,178Expenses 2020: $481,305Net Income 2020: $282,8732020Revenue 2021: $528,274Expenses 2021: $591,563Net Income 2021: -$63,2892021Revenue 2022: $972,782Expenses 2022: $671,378Net Income 2022: $301,4042022Revenue 2023: $600,264Expenses 2023: $888,162Net Income 2023: -$287,8982023Revenue 2024: $910,995Expenses 2024: $944,853Net Income 2024: -$33,8582024

Highlighted filing

2018

Revenue$577,707
Expenses$570,443
Net Income$7,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$577,707
Mission and Program Overview

Mission

Creating and presenting artistic works of dance and movement using both dancers and non-dancers for the purpose of exploring the well-being that comes from self-expression and company participation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$337,243$295,404▼ $41,839
Savings and Temporary Cash Investments$198,921$199,190▲ $269
Cash and Non-Interest-Bearing Accounts$50,116$100,111▲ $49,995
Prepaid Expenses and Deferred Charges$2,617$3,906▲ $1,289
Land, Buildings, and Equipment, Net$207$105▼ $102
Total Assets$590,104$599,716▲ $9,612
Other Assets Total$1,000$1,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,204$5,552▲ $2,348
Total Liabilities$3,204$5,552▲ $2,348
Net Assets / Fund Balance
Unrestricted Net Assets$586,900$594,164▲ $7,264
Total Net Assets Fund Balance$586,900$594,164▲ $7,264
Total Liabilities and Net Assets / Fund Balance$590,104$599,716▲ $9,612

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$105$4,886$4,991
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sarah FinleyPresident
Lisa LeeSecretary
Adriana GrafTreasurer
Nancy ReiterTreasurer
Michelle MartellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$467,517
Program Service Revenue
$92,050
Investment Income
$269
Other Revenue
$17,871
All Other Contributions
$236,391
Change in Net Assets
$7,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,227
Salaries, Compensation, and Employee Benefits$278,216
Total Fundraising Expense$98,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,626$58,154$62,731$256,511
Fees for Services Other$174,455$16,553$11,748$202,756
Payroll Taxes$11,476$4,921$5,308$21,705
Office Expenses$9,992$4,995$6,493$21,480
Occupancy$4,697$2,349$2,349$9,395
Travel$8,363--$8,363
All Other Expenses$2,922$806$4,328$8,056
Insurance$3,528$2,508$1,764$7,800
Fees for Services Accounting-$3,295-$3,295
Other Expenses$1,174$588$588$2,350
Information Technology$620$310$310$1,240
Depreciation Depletion$102--$102
Total Functional Expenses$376,866$94,819$98,758$570,443
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,871
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Studio54lifts$28,490$11,121-$11,121
Liftafork$10,050$6,750-$6,750
Total Events$38,540$17,871-$17,871
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed annually by the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

Board of directors reviews policies and procedures regularly at board meetings.

Form 990, Page 6, Part VI, Line 15A

Board president lead a compensation review which examined employee salaries and surveyed salary data.

Form 990, Page 6, Part VI, Line 15B

Board president led a compensation review which examined employee salaries and surveyed salary data.

Form 990, Page 6, Part VI, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Allison Orr Dance Inc
EIN
01-0812720
Address
2023 E CESAR CHAVEZ ST, AUSTIN, TX 78702
Doing Business As
Forklift Danceworks

Signing Officer

Name
Adriana Graf
Title
Treasurer
Phone
5124476405
Signed
2019-10-15

Organization Details

Principal Officer
Sarah Finley
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
110

Preparer

Firm
Ruth R Wenzel CPA Pllc
Address
251 N FM 1626 BLDG 1 STE D, BUDA, TX 78610-2714
Preparer
Ruth Wenzel
Phone
5122958180
Supplemental Narrative

Additional Explanations

Form 990

Organization's mission creating and presenting artistic works of dance and movement using both dancers and non-dancers for the purpose of exploring the well-being that comes from self-expression and company participation.

Form 990, Part IX, Line 11G

Artistic fees 77,970 0 0 production personnel 50,611 0 0 consultant 11,443 12,094 11,748 lighting 10,452 0 0 hospitality and gifts 6,173 0 0 supplies 3,141 0 0 sound equipment rental 13,878 0 0 venue rental 787 4,459 0 total 174,455 16,553 11,748

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0105
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04886
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04991
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0105
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020669
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017369
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STUDIO54LIFTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIFTAFORK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038540
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017871
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017871
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S MISSION CREATING AND PRESENTING ARTISTIC WORKS OF DANCE AND MOVEMENT USING BOTH DANCERS AND NON-DANCERS FOR THE PURPOSE OF EXPLORING THE WELL-BEING THAT COMES FROM SELF-EXPRESSION AND COMPANY PARTICIPATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS REVIEWS POLICIES AND PROCEDURES REGULARLY AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD PRESIDENT LEAD A COMPENSATION REVIEW WHICH EXAMINED EMPLOYEE SALARIES AND SURVEYED SALARY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD PRESIDENT LED A COMPENSATION REVIEW WHICH EXAMINED EMPLOYEE SALARIES AND SURVEYED SALARY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ARTISTIC FEES 77,970 0 0 PRODUCTION PERSONNEL 50,611 0 0 CONSULTANT 11,443 12,094 11,748 LIGHTING 10,452 0 0 HOSPITALITY AND GIFTS 6,173 0 0 SUPPLIES 3,141 0 0 SOUND EQUIPMENT RENTAL 13,878 0 0 VENUE RENTAL 787 4,459 0 TOTAL 174,455 16,553 11,748
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0590104
IRS990/TotalAssetsEOYAmt0599716
IRS990/TotalAssetsGrp/BOYAmt0590104
IRS990/TotalAssetsGrp/EOYAmt0599716
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0467517
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt098758
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094819
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0376866
IRS990/TotalFunctionalExpensesGrp/TotalAmt0570443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03204
IRS990/TotalLiabilitiesEOYAmt05552
IRS990/TotalLiabilitiesGrp/BOYAmt03204
IRS990/TotalLiabilitiesGrp/EOYAmt05552
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0586900
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0594164
IRS990/TotalProgramServiceExpensesAmt0376866
IRS990/TotalProgramServiceRevenueAmt092050
IRS990/TotalRevenueGrp/ExclusionAmt0269
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt092050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0577707
IRS990/TotalVolunteersCnt0110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0590104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599716
IRS990/TravelGrp/ProgramServicesAmt08363
IRS990/TravelGrp/TotalAmt08363
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0586900
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0594164
IRS990/USAddress/AddressLine1Txt01704 PALMA PLAZA
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078703
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.FORKLIFTDANCEWORKS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ADRIANA GRAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05124476405
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLISON ORR DANCE INC
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0010812720
ReturnHeader/Filer/USAddress/AddressLine1Txt02023 E CESAR CHAVEZ ST
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078702
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C02ECE68E2E6A80FB6EF2B895D848BD58F698D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C02ECE68E2E6A80FB6EF2B895D848BD58F698D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.133.97.76
ReturnHeader/FilingSecurityInformation/IPDt02019-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:20:52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUTH R WENZEL CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0251 N FM 1626 BLDG 1 STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0786102714
ReturnHeader/PreparerPersonGrp/PhoneNum05122958180
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH WENZEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-31T09:20:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.65$5.27$9.11$9.45$0.34
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.03$6.61$6.00$8.88$2.88
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.57$0.08$9.49$9.73$6.71$3.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.02$6.48$5.28$5.92$0.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.07$7.14$7.64$4.81$2.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.02$4.33$6.30$7.91$1.61
2018Detailed filing. Detailed filing data is available for this year.$6.00$0.06$5.94$5.78$5.70$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.03$5.87$6.56$4.35$2.21
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.01$3.66$4.89$3.54$1.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.03$2.32$4.45$3.47$0.98
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.03$1.34$3.70$3.24$0.45
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.89$3.02$2.69$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$1.54$1.18$0.36
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$1.03$1.26$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.43$0.88$0.71$0.18