Civic Intelligence

Karen Stokes Dance

990EZ • Fiscal year 2019 • EIN 23-3087477

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 08, 2020

Organization Profilewww.karenstokesdance.org
1016 West Temple StreetHouston, TX 77009-5825

(832) 794-5825

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-37%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$147,903

Up $2,894 (+2.0%) from 2018

Net Assets

$147,903

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$20,917

Down $12,538 (-37%) from 2018

Expenses

Down

$18,023

Down $27,612 (-61%) from 2018

Net Income

Up

$2,894

Up $15,074 (+124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$200K$150K$100K$50K$0Assets 2010: $65,899Net Assets 2010: $65,8992010Assets 2011: $85,041Liabilities 2011: $02011Assets 2012: $90,905Net Assets 2012: $90,9052012Assets 2013: $118,895Net Assets 2013: $118,8952013Assets 2014: $142,625Net Assets 2014: $142,6252014Assets 2015: $164,105Net Assets 2015: $164,1052015Assets 2016: $141,385Net Assets 2016: $141,3852016Assets 2017: $157,189Liabilities 2017: $02017Assets 2018: $145,009Liabilities 2018: $02018Assets 2019: $147,903Net Assets 2019: $147,9032019Assets 2020: $148,572Net Assets 2020: $148,5722020Assets 2021: $145,120Net Assets 2021: $145,1202021Assets 2022: $107,592Net Assets 2022: $107,5922022Assets 2023: $102,851Net Assets 2023: $102,8512023Assets 2024: $93,522Net Assets 2024: $93,5222024

Highlighted filing

2019

Assets$147,903
Liabilities-
Net Assets$147,903
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $39,557Expenses 2010: $26,622Net Income 2010: $12,9352010Revenue 2011: $101,824Expenses 2011: $82,682Net Income 2011: $19,1422011Revenue 2012: $44,261Expenses 2012: $38,397Net Income 2012: $5,8642012Revenue 2013: $55,774Expenses 2013: $27,784Net Income 2013: $27,9902013Revenue 2014: $82,592Expenses 2014: $55,518Net Income 2014: $27,0742014Revenue 2015: $87,284Expenses 2015: $65,804Net Income 2015: $21,4802015Revenue 2016: $91,093Expenses 2016: $113,813Net Income 2016: -$22,7202016Revenue 2017: $70,385Expenses 2017: $54,581Net Income 2017: $15,8042017Revenue 2018: $33,455Expenses 2018: $45,635Net Income 2018: -$12,1802018Revenue 2019: $20,917Expenses 2019: $18,023Net Income 2019: $2,8942019Revenue 2020: $24,535Expenses 2020: $23,866Net Income 2020: $6692020Revenue 2021: $7,502Expenses 2021: $11,054Net Income 2021: -$3,5522021Revenue 2022: $6,230Expenses 2022: $43,758Net Income 2022: -$37,5282022Revenue 2023: $6,152Expenses 2023: $10,893Net Income 2023: -$4,7412023Revenue 2024: $2,740Expenses 2024: $12,069Net Income 2024: -$9,3292024

Highlighted filing

2019

Revenue$20,917
Expenses$18,023
Net Income$2,894
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.0
Gross Receipts
$20,917
Mission and Program Overview

Mission

Teaching, dance & choreography

Program Services

DescriptionGrantsExpenses
Framing Dance Residency, Jan 15-Feb 21& May 2-28 2019. For Wharton Dual Language and Reece Academies. Teaching dance. Benefited 208-$3,128
Performed at Off the Wall Art Gallery and Houston Grand Opera Project,benefitting 525.-$1,310
Performed at Theater District Open House Approx 175 benefited.-$375
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANN BROESCHEDirector-$0--
TONI VALLECompany Manager-$0--
KAREN STOKESDirectoe-$0--
AGELIA PEREZ MARQUEZPresident-$0--
BUDDY STEVESDirector-$0--
ROBERTA STOKESDirector-$0--
TONNIE WALKER-BECKVice-President-$0--
ERICA OKORONKOWTreasurer-$0--
STEVE MCNAMARADirector-$0--
Filing and Contact Details

Filer

Filer Name
Karen Stokes Dance
EIN
23-3087477
Phone
8327945825
Address
1016 WEST TEMPLE STREET, HOUSTON, TX 77009-5825

Signing Officer

Name
Karen Stokes
Title
Director
Signed
2020-07-08

Preparer

Firm
Selwyn Blanchard CPA
Address
5177 RICHMOND AVE SUITE 1140, HOUSTON, TX 77056
Preparer
Selwyn Blanchard
Supplemental Narrative

Additional Explanations

See Attached

“Part 1 line 8 other revenue”

See Attached

“Part 1 line 16 other expenses”

See Attached

“Part ii line 24 other assets”

Raw XML Appendix167 raw XML fields

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

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN STOKES
IRS990EZ/BooksInCareOfDetail/PhoneNum08327945825
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01016 W TEMPLE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0770095825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0143509
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07015
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02894
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147903
IRS990EZ/GrossReceiptsAmt020917
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt067
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0147903
IRS990EZ/OccupancyRentUtltsAndMaintAmt05519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZANN BROESCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TONI VALLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN STOKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AGELIA PEREZ MARQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BUDDY STEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERTA STOKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TONNIE WALKER-BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERICA OKORONKOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE MCNAMARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMPANY MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01500
IRS990EZ/OtherExpensesTotalAmt010771
IRS990EZ/OtherRevenueTotalAmt01833
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHING, DANCE & CHOREOGRAPHY
IRS990EZ/ProgramServiceRevenueAmt012002
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Framing Dance Residency, Jan 15-Feb 21& May 2-28 2019. For Wharton Dual Language and Reece Academies. Teaching dance. Benefited 208
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Performed at Off the Wall Art Gallery and Houston Grand Opera Project,benefitting 525.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Performed at Theater District Open House Approx 175 benefited.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03128
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11310
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2375
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01313
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018023
IRS990EZ/TotalProgramServiceExpensesAmt04813
IRS990EZ/TotalRevenueAmt020917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.karenstokesdance.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0303057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0303057
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033451
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091091
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087282
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0303057
IRS990ScheduleA/TotalSupportAmt0303134
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART 1 LINE 8 OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART II LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SEE ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1SEE ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2SEE ATTACHED
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN STOKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAREN STOKES DANCE
ReturnHeader/Filer/BusinessNameControlTxt0KARE
ReturnHeader/Filer/EIN0233087477
ReturnHeader/Filer/PhoneNum08327945825
ReturnHeader/Filer/USAddress/AddressLine1Txt01016 WEST TEMPLE STREET
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770095825
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0873FB46D344609DADC90BCB9818C5699BE4BFE21
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043B1AB680E275A65BA4C82979F5145A6E5907A46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.198.41.231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465571096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELWYN BLANCHARD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05177 RICHMOND AVE SUITE 1140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SELWYN BLANCHARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-08T13:11:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,903
Liabilities
-
Net assets
$147,903
Revenue
$20,917
Expenses
$18,023
Net income
$2,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.03$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.06$0.44$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.08$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.25$0.24$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.21$0.18$0.03
2018Summary only. Only limited summary data is available for this year.$1.45$0.00$0.33$0.46$0.12
2017Summary only. Only limited summary data is available for this year.$1.57$0.00$0.70$0.55$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.91$1.14$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.87$0.66$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.83$0.56$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.56$0.28$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.44$0.38$0.06
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$1.02$0.83$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.40$0.27$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits