Civic Intelligence

Karen Stokes Dance

990EZ • Fiscal year 2020 • EIN 23-3087477

Jan 01, 2020 to Dec 31, 2020 • Filed on May 19, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

46th percentile

2.7%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$4,425

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$148,572

Up $669 (+0.5%) from 2019

Net Assets

Up

$148,572

Up $669 (+0.5%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Up

$24,535

Up $3,618 (+17%) from 2019

Expenses

Up

$23,866

Up $5,843 (+32%) from 2019

Net Income

Down

$669

Down $2,225 (-77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$148,572
Liabilities-
Net Assets$148,572
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$24,535
Expenses$23,866
Net Income$669
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 19, 2021
Return Version
2020v4.0
Gross Receipts
$24,535
Mission and Program Overview

Mission

Teaching, dance & choreography

Program Services

DescriptionGrantsExpenses
Framing Dance, February 4-7. Special performance for families Benefited 2500-$7,085
Framing Dance Online Residency, at Wharton Dual Language Academy. A six week in school residency. Benefited 55-$1,800
Video Shoot Sustitute for immersive performance Benefited 10-$1,279
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI VALLECompany Manager-$4,425-$4,425
SUZANN BROESCHEDirector-$0--
KAREN STOKESDirectoePT$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
Address
1016 WEST TEMPLE STREET, HOUSTON, TX 77009-5825

Signing Officer

Name
Karen Stokes
Title
Director
Signed
2021-05-19

Preparer

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

Additional Explanations

See Attached

“Schedule o part 1 line 16 other expense”

See Attached

“Schedule o part ii line 24 other assets”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0146403
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016991
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0669
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147903
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148572
IRS990EZ/GrossReceiptsAmt024535
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt044
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147903
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148572
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147903
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148572
IRS990EZ/OccupancyRentUtltsAndMaintAmt02072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14425
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/OtherExpensesTotalAmt020719
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHING, DANCE & CHOREOGRAPHY
IRS990EZ/PrintingPublicationsPostageAmt0230
IRS990EZ/ProgramServiceRevenueAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Framing Dance, February 4-7. Special performance for families Benefited 2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Framing Dance Online Residency, at Wharton Dual Language Academy. A six week in school residency. Benefited 55
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Video Shoot Sustitute for immersive performance Benefited 10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21279
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0425
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023866
IRS990EZ/TotalProgramServiceExpensesAmt010164
IRS990EZ/TotalRevenueAmt024535
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.karenstokesdance.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0240266
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033451
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091091
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240266
IRS990ScheduleA/TotalSupportAmt0240385
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/ExplanationTxt0SCHEDULE O PART 1 LINE 16 OTHER EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHEDULE O PART II LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SEE ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1SEE ATTACHED
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN STOKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAREN STOKES DANCE
ReturnHeader/Filer/BusinessNameControlTxt0KARE
ReturnHeader/Filer/EIN0233087477
ReturnHeader/Filer/USAddress/AddressLine1Txt01016 WEST TEMPLE STREET
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770095825
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/PreparationDt02021-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SELWYN BLANCHARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-19T19:50:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOKES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,572
Liabilities
-
Net assets
$148,572
Revenue
$24,535
Expenses
$23,866
Net income
$669
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