Civic Intelligence

Owen-Cox Dance Group

990 • Fiscal year 2016 • EIN 74-3190852

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 09, 2017

3925 Main StreetKansas City, MO 64111

(816) 533-5904

Siviq Scores

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

Liabilities / Assets

89th percentile

0.51x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

44th percentile

0.6%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

8.7%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$38,123

Down $24,564 (-39%) from 2015

Net Assets

Up

$18,642

Up $2,195 (+13%) from 2015

Liabilities

Down

$19,481

Down $26,759 (-58%) from 2015

Revenue

Up

$351,580

Up $28,249 (+8.7%) from 2015

Expenses

Up

$349,385

Up $6,396 (+1.9%) from 2015

Net Income

Up

$2,195

Up $21,853 (+111%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2011: $8,068Liabilities 2011: $02011Assets 2012: $20,785Liabilities 2012: $02012Assets 2013: $46,823Liabilities 2013: $0Net Assets 2013: $46,8232013Assets 2014: $43,052Liabilities 2014: $6,947Net Assets 2014: $36,1052014Assets 2015: $62,687Liabilities 2015: $46,240Net Assets 2015: $16,4472015Assets 2016: $38,123Liabilities 2016: $19,481Net Assets 2016: $18,6422016Assets 2017: $28,227Liabilities 2017: $31,255Net Assets 2017: -$3,0282017Assets 2018: $49,231Liabilities 2018: $20,319Net Assets 2018: $28,9122018Assets 2019: $49,298Liabilities 2019: $20,021Net Assets 2019: $29,2772019Assets 2020: $86,290Liabilities 2020: $33,479Net Assets 2020: $52,8112020Assets 2021: $164,384Liabilities 2021: $43,067Net Assets 2021: $121,3172021Assets 2022: $155,868Liabilities 2022: $15,996Net Assets 2022: $139,8722022Assets 2023: $130,880Liabilities 2023: $21,477Net Assets 2023: $109,4032023

Highlighted filing

2016

Assets$38,123
Liabilities$19,481
Net Assets$18,642

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $161,965Expenses 2011: $161,664Net Income 2011: $3012011Revenue 2012: $168,608Expenses 2012: $155,891Net Income 2012: $12,7172012Revenue 2013: $287,236Expenses 2013: $264,636Net Income 2013: $22,6002013Revenue 2014: $316,095Expenses 2014: $320,379Net Income 2014: -$4,2842014Revenue 2015: $323,331Expenses 2015: $342,989Net Income 2015: -$19,6582015Revenue 2016: $351,580Expenses 2016: $349,385Net Income 2016: $2,1952016Revenue 2017: $320,936Expenses 2017: $342,606Net Income 2017: -$21,6702017Revenue 2018: $358,046Expenses 2018: $326,106Net Income 2018: $31,9402018Revenue 2019: $346,641Expenses 2019: $346,276Net Income 2019: $3652019Revenue 2020: $243,360Expenses 2020: $219,826Net Income 2020: $23,5342020Revenue 2021: $189,277Expenses 2021: $120,771Net Income 2021: $68,5062021Revenue 2022: $360,259Expenses 2022: $341,704Net Income 2022: $18,5552022Revenue 2023: $400,991Expenses 2023: $431,460Net Income 2023: -$30,4692023

Highlighted filing

2016

Revenue$351,580
Expenses$349,385
Net Income$2,195
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 9, 2017
Return Version
2015v3.0
Gross Receipts
$351,580
Mission and Program Overview

Mission

Owen cox dance group's mission is to create new music and dance collaborations, to present high-quality contemporary dance performances with live music, and engage as wide as an audience as possible through affordable live performance, education, and outreach programs.

Owen cox dance group's mission is to create new music and dance collaborations, to present high-quality contemporary dance performances with live music, and engage as wide as an audience as possible through affordable live performances, education, and outreach programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,075$38,123▲ $4,048
Accounts Receivable$25,819--
Loans From Officers Directors$10,000$16,250▲ $6,250
Prepaid Expenses and Deferred Charges$2,793--
Total Assets$62,687$38,123▼ $24,564
Liabilities
Deferred Revenue$32,309--
Accounts Payable and Accrued Expenses$2,760$1,672▼ $1,088
Other Liabilities$1,171$1,559▲ $388
Total Liabilities$46,240$19,481▼ $26,759
Net Assets / Fund Balance
Temporarily Rstr Net Assets$20,539$20,350▼ $189
Unrestricted Net Assets$-4,092$-1,708▲ $2,384
Total Net Assets Fund Balance$16,447$18,642▲ $2,195
Total Liabilities and Net Assets / Fund Balance$62,687$38,123▼ $24,564
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer OwenArtistic DirectorPT$21,500$21,500

Board Members and Trustees

NameTitle
Shari L WilsonPast President
Jeff ZimmermanPresident
Colin CoxVice President
Burton JusticeBoard Director
Kathrin GoldmanBoard Director
Kathy BunchBoard Director
Laura LoyaconoBoard Director
Melody StewartBoard Director
Rebka SakatiBoard Director
Rob RobinsonBoard Director
Rod ParksBoard Director
Tiffany MatsonBoard Director
Vicky FrankelBoard Director
Shannon KingSecretary
Howard TrillingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,136
Program Service Revenue
$102,887
Investment Income
$0
Other Revenue
$14,557
All Other Contributions
$212,427
Change in Net Assets
$2,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$351,580
Total Revenue per Audited Statements
$351,580
Total Revenue per Form 990
$351,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,248
Salaries, Compensation, and Employee Benefits$51,137
Total Fundraising Expense$18,101
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$34,500$0$0$34,500
Other Expenses$1,773$174$12,587$14,534
Other Salaries and Wages$0$13,344$0$13,344
Advertising$10,388$258$9$10,655
Fees for Services Accounting$0$7,296$0$7,296
All Other Expenses$1,817$385$5,057$7,259
Insurance$2,609$2,337$0$4,946
Fees for Services Management$3,500$171$0$3,671
Occupancy$256$3,250$0$3,506
Payroll Taxes$1,985$1,308$0$3,293
Office Expenses$1,907$889$384$3,180
Fees for Services Legal$50$10$0$60
Total Functional Expenses$301,862$29,422$18,101$349,385

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$349,385
Total Expenses per Audited Statements$349,385
Total Expenses per Form 990$349,385
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,238
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$10,000$16,250▲ $6,250
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$1,559
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Owen Cox Dance Group
EIN
74-3190852
Phone
8165335904
Address
3925 MAIN STREET, KANSAS CITY, MO 64111

Signing Officer

Name
Jeff Zimmerman
Title
President
Phone
8165335904
Signed
2017-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Zimmerman
Formed
2006
Legal Domicile
Mo
Voting Board Members
16
Independent Board Members
14
Employees
2
Volunteers
20

Preparer

Firm
Accounting Solutions Group LLC
Address
8320 N Oak Trfy, Kansas City, MO 64118
Preparer
Nathaniel Thomas
Phone
8166469502
Supplemental Narrative

Additional Explanations

Other

Part iii, line 4a - education and outreach are important components to owen cox dance group's service to the community. The classes in the "take the stage" program are directed toward first through fifth graders at schools that are underserved by the arts. The classes are rigorous and all-inclusive, and teach that teamwork, tenacity, discipline, and joyful effort can equal success - in academics and in life. Every student participates in these high-energy classes that celebrate the best in each child. Boys and girls, whether typically developing, with physical or learning challenges or english language learners, all are at home in our program. Our classes touch upon healthy life practices and what it takes to be your best mentally, physically, and emotionally. Students participate in learning different dance moves that are taught by a former dancer and a composer/musician playing the piano. Each year the "take the stage" program presents students from its full-year schools together on stage in a live-music public performance. In 2015, our event-of-the-year performance was held at the liberty memorial world war i museum in may was titled: destination kc: a landmark study. The owen cox program "take the stage" conducted 154 classes for a total of 143 first through fifth grade students in 2015. Nine culminating performances were held for a total audience of 1,750 parents, teachers, and community members. Mid-year performances were held at each participating school, and a final showcase for all full-year schools, at the liberty memorial world war i museum.

Other

Part iii, line 4a - additionally in 2015, owen cox launched it's scholars - willing and talented program, inviting 26 students to 20 weeks of advanced dance training and special performance opportunities.

Other

Part iii, line 4a - a professional dance instructor and performance artist donated the equivalent of $15,800 in services for the educational program.

Pt VI, Line 2

Founders jennifer owen and brad cox are husband and wife.

Pt VI, Line 6

The organization has supporting members, who are non-voting.

Pt VI, Line 11B

The board reviews and approves the form 990 before filing.

Pt VI, Line 19

The form 990 is available on guidestar and other documents are available upon request.

Form 990, Part IX, Line 24E

Fundraising expenses 7229. 1787. 385. 5057.

Form 990, Part IX, Line 24E

Miscellaneous 30. 30. 0. 0.

Financial Statement Notes

Other

Part x, line 1 - no provision for income taxes has been recorded, as the organization is a non-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The organization accounts for uncertain tax provisions in accordance with fasb codification topic: income taxes. Income taxes clarifies the accounting for uncertainty in income taxes and requires the organiation to recognize in the financial statements the impact of a tax position taken or expected to be taken in a tax return, if that position is more likely than not to be sustained under audit, based on the technical merits of the position. Management has assessed the tax positions of the organization and determined that no positions exist that require adjustment or disclosure in the financial statements.

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IRS990/Desc0WITH THE ORGANIZATION'S MISSION IN MIND, FOUNDERS JENNIFER OWEN AND BRAD COX WORK TO BRING TOGETHER SOME OF KANSAS CITY'S MOST TALENTED ARTISTS, REPRESENTING A VARIETY OF CAREERS, TO PERFORM CONTEMPORARY DANCE WITH LIVE MUSIC. WITH DIVERSE BACKGROUNDS RANGING FROM THE BOLSHOI BALLET AND THE LENINGRAD CHAMBER ORCHESTRA, TO ALVIN AILEY AND DAVE BRUBECK, THESE DANCERS AND MUSICIANS FORM A HIGHLY SKILLED AND MULTIFACETED CORPS. THE COLLABORATIVE RESULTS SPEAK FOR THEMSELVES. FRESH AND VIBRANT NEW WORKS THAT ARE CLASSICAL IN FORM, BUT CONTEMPORARY IN EXPRESSION. DURING 2015-16 THE ORGANIZATION CREATED AND PRESENTED TWENTY-TWO (22) PERFORMANCES THAT SERVED 6,950 PEOPLE AND NINE (9) EDUCATIONAL EVENTS SERVICE 1,750 PEOPLE. FOR ADDITIONAL DETAILS, SEE SCHEDULE O.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 1 - NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED, AS THE ORGANIZATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX PROVISIONS IN ACCORDANCE WITH FASB CODIFICATION TOPIC: INCOME TAXES. INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND REQUIRES THE ORGANIATION TO RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UNDER AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ASSESSED THE TAX POSITIONS OF THE ORGANIZATION AND DETERMINED THAT NO POSITIONS EXIST THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III, LINE 4A - EDUCATION AND OUTREACH ARE IMPORTANT COMPONENTS TO OWEN COX DANCE GROUP'S SERVICE TO THE COMMUNITY. THE CLASSES IN THE "TAKE THE STAGE" PROGRAM ARE DIRECTED TOWARD FIRST THROUGH FIFTH GRADERS AT SCHOOLS THAT ARE UNDERSERVED BY THE ARTS. THE CLASSES ARE RIGOROUS AND ALL-INCLUSIVE, AND TEACH THAT TEAMWORK, TENACITY, DISCIPLINE, AND JOYFUL EFFORT CAN EQUAL SUCCESS - IN ACADEMICS AND IN LIFE. EVERY STUDENT PARTICIPATES IN THESE HIGH-ENERGY CLASSES THAT CELEBRATE THE BEST IN EACH CHILD. BOYS AND GIRLS, WHETHER TYPICALLY DEVELOPING, WITH PHYSICAL OR LEARNING CHALLENGES OR ENGLISH LANGUAGE LEARNERS, ALL ARE AT HOME IN OUR PROGRAM. OUR CLASSES TOUCH UPON HEALTHY LIFE PRACTICES AND WHAT IT TAKES TO BE YOUR BEST MENTALLY, PHYSICALLY, AND EMOTIONALLY. STUDENTS PARTICIPATE IN LEARNING DIFFERENT DANCE MOVES THAT ARE TAUGHT BY A FORMER DANCER AND A COMPOSER/MUSICIAN PLAYING THE PIANO. EACH YEAR THE "TAKE THE STAGE" PROGRAM PRESENTS STUDENTS FROM ITS FULL-YEAR SCHOOLS TOGETHER ON STAGE IN A LIVE-MUSIC PUBLIC PERFORMANCE. IN 2015, OUR EVENT-OF-THE-YEAR PERFORMANCE WAS HELD AT THE LIBERTY MEMORIAL WORLD WAR I MUSEUM IN MAY WAS TITLED: DESTINATION KC: A LANDMARK STUDY. THE OWEN COX PROGRAM "TAKE THE STAGE" CONDUCTED 154 CLASSES FOR A TOTAL OF 143 FIRST THROUGH FIFTH GRADE STUDENTS IN 2015. NINE CULMINATING PERFORMANCES WERE HELD FOR A TOTAL AUDIENCE OF 1,750 PARENTS, TEACHERS, AND COMMUNITY MEMBERS. MID-YEAR PERFORMANCES WERE HELD AT EACH PARTICIPATING SCHOOL, AND A FINAL SHOWCASE FOR ALL FULL-YEAR SCHOOLS, AT THE LIBERTY MEMORIAL WORLD WAR I MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART III, LINE 4A - ADDITIONALLY IN 2015, OWEN COX LAUNCHED IT'S SCHOLARS - WILLING AND TALENTED PROGRAM, INVITING 26 STUDENTS TO 20 WEEKS OF ADVANCED DANCE TRAINING AND SPECIAL PERFORMANCE OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART III, LINE 4A - A PROFESSIONAL DANCE INSTRUCTOR AND PERFORMANCE ARTIST DONATED THE EQUIVALENT OF $15,800 IN SERVICES FOR THE EDUCATIONAL PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOUNDERS JENNIFER OWEN AND BRAD COX ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS SUPPORTING MEMBERS, WHO ARE NON-VOTING.

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