Civic Intelligence

Owen-Cox Dance Group

990 • Fiscal year 2020 • EIN 74-3190852

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 02, 2021

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

86th percentile

0.39x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.14x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

57th percentile

9.7%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

87th percentile

$33,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

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

Asset Growth

85th percentile

75%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

36th percentile

-30%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Up

$86,290

Up $36,992 (+75%) from 2019

Net Assets

Up

$52,811

Up $23,534 (+80%) from 2019

Liabilities

Up

$33,479

Up $13,458 (+67%) from 2019

Revenue

Down

$243,360

Down $103,281 (-30%) from 2019

Expenses

Down

$219,826

Down $126,450 (-37%) from 2019

Net Income

Up

$23,534

Up $23,169 (+6348%) from 2019

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

2020

Assets$86,290
Liabilities$33,479
Net Assets$52,811

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

2020

Revenue$243,360
Expenses$219,826
Net Income$23,534
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 2, 2021
Return Version
2019v5.1
Gross Receipts
$243,360
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,984$80,400▲ $37,416
Loans From Officers Directors$15,000$15,000→ $0
Accounts Receivable$4,800$4,800→ $0
Prepaid Expenses and Deferred Charges$1,514$1,090▼ $424
Total Assets$49,298$86,290▲ $36,992
Liabilities
Unsecured Notes Loans Payable$0$14,300▲ $14,300
Other Liabilities$4,121$3,932▼ $189
Accounts Payable and Accrued Expenses$900$247▼ $653
Total Liabilities$20,021$33,479▲ $13,458
Net Assets / Fund Balance
Net Assets With Donor Restrictions$28,629$48,734▲ $20,105
Net Assets Without Donor Restrictions$648$4,077▲ $3,429
Total Net Assets Fund Balance$29,277$52,811▲ $23,534
Total Liabilities and Net Assets / Fund Balance$49,298$86,290▲ $36,992
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer OwenArtistic DirectorPT$33,000$33,000

Board Members and Trustees

NameTitle
Carlanda MckinneyPresident
Howard HaasVice President
Carol LivingstonBoard Director
Ghadeer GarciaBoard Director
Jeff ZimmermanBoard Director
Logan PachciarzBoard Director
Rod ParksBoard Director
Shari L WilsonBoard Director
Andrea RichmondSecretary
Colin CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$183,216
Program Service Revenue
$31,572
Investment Income
$0
Other Revenue
$28,572
All Other Contributions
$174,342
Change in Net Assets
$23,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,153
Salaries, Compensation, and Employee Benefits$67,673
Total Fundraising Expense$4,335
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$31,625$0$0$31,625
Other Salaries and Wages$20,375$10,725$0$31,100
Advertising$12,751$2,136$0$14,887
Fees for Services Accounting$0$8,749$0$8,749
Fees for Services Management$0$5,732$0$5,732
Payroll Taxes$0$4,948$0$4,948
Occupancy$0$4,358$0$4,358
Other Expenses$0$0$4,335$4,335
Office Expenses$0$3,569$0$3,569
Insurance$0$3,106$0$3,106
All Other Expenses$0$50$0$50
Fees for Services Legal$0$22$0$22
Total Functional Expenses$172,096$43,395$4,335$219,826
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,795
Fundraising Direct Expenses$0
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$15,000$15,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$2,633
Payroll Payable$1,299
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Carlanda Mckinney
Title
President
Phone
8165335904
Signed
2021-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Zimmerman
Formed
2006
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
10
Employees
3
Volunteers
20

Preparer

Firm
Accounting Solutions
Address
7001 N Locust St Suite B-206, Gladstone, MO 64118
Preparer
Nathaniel Thomas
Phone
9139480439
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 2019-2020, the owen cox program "take the stage" conducted classes for approximately 300 first through fifth grade students. Performances were held for a total audience of approximately 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. Additionally in 2019-2020, owen cox continued it's scholars -willing and talented program, inviting students to 20 weeks of advanced dance training and special performance opportunities.

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.

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 2019-2020, THE ORGANIZATION CREATED AND PRESENTED PERFORMANCES THAT SERVED APPROXIMATELY 5,600 PEOPLE AND EDUCATIONAL EVENTS SERVICED APPROXIMATELY 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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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JENNIFER OWEN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0ARTISTIC DIRECTOR
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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 2019-2020, THE OWEN COX PROGRAM "TAKE THE STAGE" CONDUCTED CLASSES FOR APPROXIMATELY 300 FIRST THROUGH FIFTH GRADE STUDENTS. PERFORMANCES WERE HELD FOR A TOTAL AUDIENCE OF APPROXIMATELY 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. ADDITIONALLY IN 2019-2020, OWEN COX CONTINUED IT'S SCHOLARS -WILLING AND TALENTED PROGRAM, INVITING STUDENTS TO 20 WEEKS OF ADVANCED DANCE TRAINING AND SPECIAL PERFORMANCE OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUNDERS JENNIFER OWEN AND BRAD COX ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS SUPPORTING MEMBERS, WHO ARE NON-VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAILABLE ON GUIDESTAR AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt049298
IRS990/TotalAssetsEOYAmt086290
IRS990/TotalAssetsGrp/BOYAmt049298

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