Civic Intelligence

Shawl-Anderson Modern Dance Center

990 • Fiscal year 2016 • EIN 94-1630594

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

2704 Alcatraz AvenueBerkeley, CA 94705

(510) 654-5921

Siviq Scores

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

Liabilities / Assets

66th percentile

0.14x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.12x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

27th percentile

-5.8%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$85,847

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.4%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.4%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$761,014

Down $18,343 (-2.4%) from 2015

Net Assets

Down

$650,977

Down $59,741 (-8.4%) from 2015

Liabilities

Up

$110,037

Up $41,398 (+60%) from 2015

Revenue

Up

$895,294

Up $12,075 (+1.4%) from 2015

Expenses

Up

$947,583

Up $21,935 (+2.4%) from 2015

Net Income

Down

-$52,289

Down $9,860 (-23%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $737,523Liabilities 2010: $4,961Net Assets 2010: $732,5622010Assets 2011: $764,260Liabilities 2011: $5,916Net Assets 2011: $758,3442011Assets 2012: $732,498Liabilities 2012: $5,589Net Assets 2012: $726,9092012Assets 2013: $765,180Liabilities 2013: $5,972Net Assets 2013: $759,2082013Assets 2014: $815,416Liabilities 2014: $62,239Net Assets 2014: $753,1772014Assets 2015: $779,357Liabilities 2015: $68,639Net Assets 2015: $710,7182015Assets 2016: $761,014Liabilities 2016: $110,037Net Assets 2016: $650,9772016Assets 2017: $1,266,315Liabilities 2017: $204,706Net Assets 2017: $1,061,6092017Assets 2018: $1,214,231Liabilities 2018: $151,116Net Assets 2018: $1,063,1152018Assets 2019: $1,217,174Liabilities 2019: $193,732Net Assets 2019: $1,023,4422019Assets 2020: $2,954,331Liabilities 2020: $204,894Net Assets 2020: $2,749,4372020Assets 2021: $2,963,075Liabilities 2021: $145,435Net Assets 2021: $2,817,6402021Assets 2022: $2,755,170Liabilities 2022: $230,537Net Assets 2022: $2,524,6332022Assets 2023: $2,813,312Liabilities 2023: $197,231Net Assets 2023: $2,616,0812023Assets 2024: $2,550,862Liabilities 2024: $302,388Net Assets 2024: $2,248,4742024Assets 2025: $2,554,079Liabilities 2025: $388,731Net Assets 2025: $2,165,3482025

Highlighted filing

2016

Assets$761,014
Liabilities$110,037
Net Assets$650,977

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $587,8062010Revenue 2011: $600,163Expenses 2011: $612,705Net Income 2011: -$12,5422011Revenue 2012: $698,045Expenses 2012: $729,480Net Income 2012: -$31,4352012Expenses 2013: $729,4172013Revenue 2014: $833,143Expenses 2014: $839,174Net Income 2014: -$6,0312014Revenue 2015: $883,219Expenses 2015: $925,648Net Income 2015: -$42,4292015Revenue 2016: $895,294Expenses 2016: $947,583Net Income 2016: -$52,2892016Revenue 2017: $1,474,949Expenses 2017: $1,140,164Net Income 2017: $334,7852017Revenue 2018: $1,200,622Expenses 2018: $1,205,865Net Income 2018: -$5,2432018Revenue 2019: $1,210,604Expenses 2019: $1,258,646Net Income 2019: -$48,0422019Revenue 2020: $3,172,013Expenses 2020: $1,408,655Net Income 2020: $1,763,3582020Revenue 2021: $803,496Expenses 2021: $843,706Net Income 2021: -$40,2102021Revenue 2022: $1,018,727Expenses 2022: $1,194,038Net Income 2022: -$175,3112022Revenue 2023: $1,599,240Expenses 2023: $1,512,574Net Income 2023: $86,6662023Revenue 2024: $1,366,250Expenses 2024: $1,763,584Net Income 2024: -$397,3342024Revenue 2025: $1,669,095Expenses 2025: $1,787,245Net Income 2025: -$118,1502025

Highlighted filing

2016

Revenue$895,294
Expenses$947,583
Net Income-$52,289
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v3.0
Gross Receipts
$895,794
Mission and Program Overview

Mission

Shawl-Anderson Dance Center SADC builds and supports a vital and inclusive community for movers of all ages and styles. Founded in 1958, SADC provides dance education, institutional support for artists, a performance and rehearsal venue, and partnerships with other community-based organizations. SADC shares in the work of re-imagining and creating equitable and positive spaces for expression in the East Bay.

Teaching of modern and classical dance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$668,229$664,756▼ $3,473
Cash and Non-Interest-Bearing Accounts$43,001$44,947▲ $1,946
Land, Buildings, and Equipment, Net$50,983$40,499▼ $10,484
Savings and Temporary Cash Investments$8,986$6,339▼ $2,647
Prepaid Expenses and Deferred Charges$8,158$4,473▼ $3,685
Total Assets$779,357$761,014▼ $18,343
Liabilities
Mortgage Notes Payable Secured by Investment Property$54,795$53,674▼ $1,121
Unsecured Notes Loans Payable$6,496$49,326▲ $42,830
Accounts Payable and Accrued Expenses$7,348$7,037▼ $311
Total Liabilities$68,639$110,037▲ $41,398
Net Assets / Fund Balance
Unrestricted Net Assets$671,383$634,907▼ $36,476
Temporarily Rstr Net Assets$39,335$16,070▼ $23,265
Total Net Assets Fund Balance$710,718$650,977▼ $59,741
Total Liabilities and Net Assets / Fund Balance$779,357$761,014▼ $18,343

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$64,521$64,521
Leasehold Improvements$40,499$16,160$56,659

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$39,335$43,793-$67,058$16,070
2014$46,894$50,433-$57,992$39,335
2013$35,233$55,789-$44,128$46,894
2012$10,574$41,534-$16,875$35,233
2011$12,239$49,439-$51,104$10,574
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca JohnsonExecutive DirectorFT$76,005$9,842$85,847
Frank ShawlDirector Emeritus-$26,580-$26,580

Board Members and Trustees

NameTitle
Steve SiegelmanPresident
Ann DifrusciaVice President
Ann MurphyDirector
Laura MarlinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$81,196
Program Service Revenue
$814,098
Investment Income
$0
Other Revenue
$0
All Other Contributions
$64,908
Change in Net Assets
$-52,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$656,779
Other Expenses$290,804
Total Fundraising Expense$8,591
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$404,507$85,110$6,297$495,914
Fees for Services Other$104,314$1,326$0$105,640
Occupancy$81,362$8,280$0$89,642
Current Officers, Directors, Trustees, and Key Employees$70,181$14,990$676$85,847
Payroll Taxes$36,614$16,542$0$53,156
Office Expenses$20,257$14,201$1,457$35,915
Other Employee Benefits$7,497$14,365$0$21,862
Conferences and Meetings$17,190$363$161$17,714
Depreciation Depletion$9,436$1,048$0$10,484
Advertising$9,820$488$0$10,308
Fees for Services Accounting$0$7,400$0$7,400
Travel$5,630$1,115$0$6,745
Insurance$4,798$518$0$5,316
Interest$0$1,640$0$1,640
Total Functional Expenses$771,606$167,386$8,591$947,583
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$500
Fundraising Gross Income$500
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Frank ShawlDirectorrent of premisesNo$26,580
Victor AndersonFormer Directorrent of premisesNo$26,580
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Shawl Anderson Modern Dance Center
EIN
94-1630594
Phone
5106545921
Address
2704 Alcatraz Avenue, Berkeley, CA 94705

Signing Officer

Name
Rebecca Johnson
Title
Executive Director
Phone
5106545921
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Johnson
Formed
1966
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
63
Volunteers
0

Preparer

Firm
Rubian Moss CPA
Address
1901 Olympic Boulevard Suite 200, Walnut Creek, CA 94596
Preparer
Erina Atkins-hadad
Phone
9254822626
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

No review was or will be conducted.

Financial Statement Notes

Pt V, Line 4

Funds are fiscal sponsorships of local dance troupes.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016472
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt063303
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016472
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IRS990ScheduleA/InvestmentIncomePYPct00.03910
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IRS990ScheduleA/PublicSupportPY509Pct00.96090
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IRS990ScheduleA/PublicSupportTotal509Amt03932755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0769840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0720457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0674365
IRS990ScheduleA/Total509Grp/TotalAmt03932755
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04060726
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt043793
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt016070
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt067058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt046894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050433
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt039335
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt057992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035233
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt055789
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt046894
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt044128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt041534
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035233
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt016875
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt049439
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010574
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt051104
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064521
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064521
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040499
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016160
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt056659
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IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Funds are fiscal sponsorships of local dance troupes.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040499
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FRANK SHAWL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1VICTOR ANDERSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Former Director
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt126580
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0rent of premises
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1rent of premises
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt016070
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0779357
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IRS990/TotalContributionsAmt081196
IRS990/TotalEmployeeCnt063
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08591
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0167386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0771606
IRS990/TotalFunctionalExpensesGrp/TotalAmt0947583
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0110037
IRS990/TotalLiabilitiesGrp/BOYAmt068639
IRS990/TotalLiabilitiesGrp/EOYAmt0110037
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0710718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0650977
IRS990/TotalOtherCompensationAmt09842
IRS990/TotalProgramServiceExpensesAmt0771606
IRS990/TotalProgramServiceRevenueAmt0814098
IRS990/TotalReportableCompFromOrgAmt0102585
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0814098
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0895294
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0779357
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0761014
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01115
IRS990/TravelGrp/ProgramServicesAmt05630
IRS990/TravelGrp/TotalAmt06745
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0671383
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0634907
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt06496
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt049326
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02704 Alcatraz Avenue
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094705
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.shawl-anderson.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05106545921
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.55$0.39$2.17$1.67$1.79$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.30$2.25$1.37$1.76$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.20$2.62$1.60$1.51$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.23$2.52$1.02$1.19$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.15$2.82$0.80$0.84$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.20$2.75$3.17$1.41$1.76
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.19$1.02$1.21$1.26$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.15$1.06$1.20$1.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.20$1.06$1.47$1.14$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.11$0.65$0.90$0.95$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.07$0.71$0.88$0.93$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.06$0.75$0.83$0.84$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.01$0.76$0.73
2012Summary only. Only limited summary data is available for this year.$0.73$0.01$0.73$0.70$0.73$0.03
2011Summary only. Only limited summary data is available for this year.$0.76$0.01$0.76$0.60$0.61$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.73$0.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits