2025-02-11T14:41:58-06:00 2024-08-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2023-09-01 330299356 THE WOODEN FLOOR FOR YOUTH MOVEMENT WOOD 7145418314 1810 NORTH MAIN STREET SANTA ANA CA 927062727 DAWN S REESE CHIEF EXECUTIVE OFFICER 7145418314 2025-02-07 1 0 TRACY MCLAUGHLIN P03171641 9494506200 2023 2025-03-06 01:10:19Z THE WOODEN FLOOR DAWN S REESE 1810 NORTH MAIN STREET SANTA ANA CA 927062727 9324673 0 X THEWOODENFLOOR.ORG X 1983 CA OUR MISSION IS TO INSPIRE AND TRANSFORM THE LIVES OF YOUNG PEOPLE THROUGH THE POWER OF DANCE AND ACCESS TO HIGHER EDUCATION. 28 28 74 130 0 0 4460368 3350293 34776 75658 304362 948644 270556 -164437 5070062 4210158 164436 311149 0 0 2226050 2287593 105190 101700 610263 1502115 1236851 3997791 3937293 1072271 272865 16505681 17042169 419190 232653 16086491 16809516 X OUR MISSION IS TO INSPIRE AND TRANSFORM THE LIVES OF YOUNG PEOPLE THROUGH THE POWER OF DANCE AND ACCESS TO HIGHER EDUCATION. 0 0 1786811 5200 21120 YEAR-ROUND PROGRAMS - ACTIVITIES RELATED TO YEAR-ROUND OPERATIONS OF THE AFTER-SCHOOL EXPLORATORY DANCE EDUCATION STRATEGICALLY INTEGRATED WITH ACADEMIC TUTORING AND COLLEGE AND CAREER-READINESS, AND STUDENT AND FAMILY SERVICES AS WELL AS ENRICHMENT PROGRAMS.DANCE UPLIFTS (INCLUDED UNDER PROGRAM SERVICES/YEAR-ROUND PROGRAM) IS A NEW 6-WEEK AFTERSCHOOL DANCE EDUCATION PROGRAM FOR TITLE ONE SCHOOL DISTRICTS. 375256 12477 ANNUAL CONCERT AND PERFORMANCE OPPORTUNITIES - THE ANNUAL CONCERT AND OTHER PERFORMANCE OPPORTUNITIES ALLOW STUDENTS TO COLLABORATE WITH RECOGNIZED CHOREOGRAPHERS TO CREATE UNEXPECTED AND CHALLENGING WORKS OF CONTEMPORARY DANCE. THE STUDENTS LEARN TO PUT FORTH THEIR BEST EFFORT AND STRIVE FOR EXCELLENCE IN ALL THEY DO - IN SCHOOL AND IN LIFE. 737059 305949 42061 SUPPORTING PROGRAMS:STUDENT AND FAMILY SERVICES - ACTIVITIES TAILORED TO SUPPORT THE OVERALL WELL-BEING OF EACH STUDENT AND THEIR FAMILY THAT INCLUDES: COUNSELING SESSIONS AND CRISIS INTERVENTION, SOCIAL SERVICE REFERRALS, WORKSHOPS, DONATED TICKETS TO ARTS PERFORMANCES, LEADERSHIP CAMPS, AND ADVANCED DANCE TRAINING INTENSIVES.DANCE FREE WEEKS - A THREE WEEK-LONG DANCE TRAINING PROGRAM PROVIDED FREE OF CHARGE TO ECONOMICALLY-DISADVANTAGED SCHOOL CHILDREN IN ORANGE COUNTY.COLLEGE & CAREER READINESS - ACTIVITIES DESIGNED TO ENSURE STUDENTS SUCCEED IN SCHOOL AND IN LIFE, INCLUDING FREE ACADEMIC TUTORING PROGRAMS, COLLEGE AND CAREER READINESS, ADVISEMENT TEST PREPARATION, AND MERIT-BASED SCHOLARSHIPS. 2899126 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 74 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X DAWN REESE 7145418314 1810 N MAIN STREET SANTA ANA CA 92706 THERESA ALLEN CHAIR 1.00 X X 0 0 0 JEHAN JAYAKUMAR BOARD MEMBER 1.00 X 0 0 0 JUDITH POSNIKOFF BOARD MEMBER 1.00 X X 0 0 0 SAAR SWARTZON VICE CHAIR 1.00 X X 0 0 0 YVONNE O-NEILL TREASURER 1.00 X X 0 0 0 JOSEPH CHATELLE SECRETARY 1.00 X X 0 0 0 MILTON ACOSTA BOARD MEMBER 1.00 X 0 0 0 WENDY ARCIERO BOARD MEMBER 1.00 X 0 0 0 SASHA AYLOUSH BOARD MEMBER 1.00 X 0 0 0 SEAN CURRAIN BOARD MEMBER 1.00 X 0 0 0 MICHELLE DEAN BOARD MEMBER 1.00 X 0 0 0 JEN DIBBLE BOARD MEMBER 1.00 X 0 0 0 CHRISTINA DI ROCCO BOARD MEMBER 1.00 X 0 0 0 BRENT FUNSTON BOARD MEMBER 1.00 X 0 0 0 ELIZABETH GONZALEZ BOARD MEMBER 1.00 X 0 0 0 RAQUEL GONZALEZ BOARD MEMBER 1.00 X 0 0 0 NAVEEN JONATHAN BOARD MEMBER 1.00 X 0 0 0 JEREMY KROUT BOARD MEMBER 1.00 X 0 0 0 RICHARD LE BRUN BOARD MEMBER 1.00 X 0 0 0 RICHARD LEE BOARD MEMBER 1.00 X 0 0 0 SARAH LOPEZ BOARD MEMBER 1.00 X 0 0 0 CATHERINE MACIVER BOARD MEMBER 1.00 X 0 0 0 ALIX PORTILLO BOARD MEMBER 1.00 X 0 0 0 MORGAN RATCLIFFE BOARD MEMBER 1.00 X 0 0 0 JIM SLAUGHTER BOARD MEMBER 1.00 X 0 0 0 JERRY THODE BOARD MEMBER 1.00 X 0 0 0 SHERVIN VADOOD BOARD MEMBER 1.00 X 0 0 0 ERNESTO VAZQUEZ BOARD MEMBER 1.00 X 0 0 0 DAWN REESE CHIEF EXECUTIVE OFFICER AND BOARD MEMBER 40.00 X 237666 0 25945 PAYAL AVELLAN DIRECTOR OF COMMUNICATIONS AND MARKETING 40.00 X 108880 0 14510 TIANNA HARADON CHIEF DEVELOPMENT OFFICER 40.00 X 104566 0 11298 VANESSA RODRIGUEZ CHIEF OPERATIONS OFFICER 40.00 X 114462 0 15746 565574 0 67499 4 0 1 0 0 659710 2690583 26600 3350293 STUDENT AND FAMILY SERVICES 611610 42061 42061 YEAR-ROUND PROGRAM 611610 21120 21120 ANNUAL CONCERTS 611610 12477 12477 75658 304631 304631 5565601 4921588 644013 644013 644013 28490 659710 192927 -164437 -164437 4210158 75658 0 784207 311149 311149 275305 137653 27530 110122 1682096 1224086 211522 246488 50411 36685 6339 7387 127598 86978 15289 25331 152183 105722 18490 27971 26757 26757 101700 101700 39048 28198 2308 8542 129702 74690 11349 43663 105340 92615 8545 4180 54748 52552 874 1322 1956 1359 238 359 173764 161601 12163 75324 70051 5273 REPAIRS AND MAINTENANCE 237092 204298 18676 14118 PRODUCTION COSTS 122078 122078 PRINTING 109760 74295 16385 19080 ANNUAL CONCERT EXPENSES 45321 45321 115961 69795 46166 3937293 2899126 427904 610263 194518 494922 33390 302770 2185310 2081129 274594 254769 6315518 2915967 3168637 3399551 8711386 8765003 1937846 1744025 16505681 17042169 380019 201309 39171 31344 419190 232653 X 4460243 3923215 11626248 12886301 16086491 16809516 16505681 17042169 X 272865 485713 -35553 0 X X 0 1 X 1 0 X 3664756 2906715 2571679 4879674 3350293 17373117 3664756 2906715 2571679 4879674 3350293 17373117 2713945 14659172 232526 401762 359829 304362 304631 1603110 18976227 167918 0.77250 0.71870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8102213 103582 1075815 468000 60365 8873975 7547870 364779 619564 430000 8102213 8519277 156504 -682911 445000 7547870 7358912 327666 1314579 425000 8519277 6329887 1046134 354141 371250 7358912 0.07000 0.93000 0 0 800229 800229 4882234 2413299 2468935 604153 481718 122435 28902 20950 7952 3399551 CERTIFICATES OF DEPOSIT 1744025 F 1744025 FINANCE LEASE LIABILITY 31344 31344 X 4901245 485713 12447 498160 4403085 -192927 -192927 4210158 4178220 48000 192927 240927 3937293 0 3937293 PART V, LINE 4: THE ENDOWMENT FUND INCLUDES PERMANENT AND TEMPORARILY RESTRICTED AMOUNTS, FUNDED BY DONOR RESTRICTED GIFTS, MEANT TO BE MAINTAINED FOR THE PURPOSE OF PROVIDING A PERMANENT SOURCE OF INCOME FOR THE ORGANIZATION USING UPMIFA POLICIES FOR DETERMINING THE PERCENTAGE OF ANNUAL DISBURSEMENT. PART X, LINE 2: THE ORGANIZATION HAS QUALIFIED FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THIS EXEMPTION IS FOR ALL INCOME TAXES EXCEPT FOR THOSE ASSESSED ON UNRELATED BUSINESS INCOME, IF ANY. THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE ORGANIZATION AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE TAX POSITIONS WILL MORE THAN LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. AS OF AUGUST 31, 2024, MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE. THE ORGANIZATION IS SUBJECT TO POTENTIAL TAX EXAMINATIONS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -192,927. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 192,927. X X X X X X X 1 PEN TO PAPER GRANT CONSULTING INC 35540 CHANTILLY COURT WINCHESTER CA 92596 GRANT WRITING 0 927470 71700 855770 LINDA T MESESAN 2132 NORTH FLOWER STREET SANTA ANA CA 92706 GRANT WRITING 0 388063 30000 358063 1315533 101700 1213833 CA KEEP THE PROMISE WINE EVENT 393595 369095 24500 122398 41458 STEP BEYOND 294605 290615 3990 8689 20382 688200 659710 28490 131087 61840 192927 -164437 1 SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE; PERFORMANCE TICKETS; ADVANCED DANCE TRAINING INTENSIVES AND SUMMER LEADERSHIP CAMP; CHRISTMAS PARTY AND GIFTS 475 280912 30237 FMV CHRISTMAS PARTY EXPENSES, AND DANCE TRAINING INTENSIVES AND SUMMER LEADERSHIP CAMP PART I, LINE 2: GRANT FUNDS ARE ISSUED TO EDUCATIONAL INSTITUTIONS FOR TUITION, OUTSIDE DONEE RELATED ORGANIZATIONS AND SUMMER LEADERSHIP CAMP ESTABLISHMENTS FOR USE IN ACCORDANCE WITH THE ORGANIZATION'S ANNUAL OPERATING BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. X X 0 0 0 0 0 0 0 0 0 DAWN REESE CHIEF EXECUTIVE OFFICER AND BOARD ME 237666 0 0 0 0 0 11813 0 14132 0 263611 0 0 0 X 2 26600 FMV 0 1 0 PART I, COLUMN (B): PART I, COLUMN A REPRESENTS NUMBER OF CONTRIBUTORS. FORM 990, PART I, ITEM C DBA: THE WOODEN FLOOR FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS ARE SPOUSES: CATHERINE MACIVER AND JIM SLAUGHTER. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. ONCE THE AUDIT COMMITTEE HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990 TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE AUDIT COMMITTEE. AFTER SUGGESTED REVISIONS ARE COMPLETED BY THE PREPARER AND APPROVED BY THE AUDIT COMMITTEE, THE AUDIT COMMITTEE CHAIR WILL PRESENT THE FORM 990 AT THE NEXT FULL BOARD OF DIRECTORS MEETING AFTER WHICH THE RETURN WILL BE FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN AN EFFORT TO ACHIEVE THE HIGHEST STANDARDS OF CONDUCT, EACH STAFF MEMBER AND BOARD MEMBER IS REQUESTED TO ACKNOWLEDGE (BY SIGNING) THE CONFLICT OF INTEREST POLICY ANNUALLY OR WHEN CHANGES IN CIRCUMSTANCES OR ANY FURTHER FINANCIAL INTEREST, SITUATION, ACTIVITY, INTEREST OR CONDUCT THAT MAY DEVELOP BEFORE COMPLETION OF THEIR NEXT ANNUAL QUESTIONNAIRE. THIS ACKNOWLEDGEMENT WILL BE KEPT ON FILE IN THE HUMAN RESOURCES DEPARTMENT. DEFINITION: THE POTENTIAL FOR A CONFLICT OF INTEREST EXISTS WHEN AN EMPLOYEE OR BOARD MEMBER -HAS A DECISION-MAKING ROLE IN ANY CONTRACT, TRANSACTION OR ARRANGEMENT OF THE ORGANIZATION IN WHICH HE OR SHE, A FAMILY MEMBER OR BUSINESS RELATION MAY BENEFIT; OR -HAS A DECISION-MAKING ROLE IN ANY CONTRACT, TRANSACTION OR ARRANGEMENT OF THE ORGANIZATION THAT INVOLVES AN ENTITY IN WHICH HE OR SHE, A FAMILY MEMBER OR BUSINESS RELATION ALSO HAS A FIDUCIARY POSITION (E.G., MEMBER, OFFICER, DIRECTOR, COMMITTEE MEMBER). REPORTING: ANY EMPLOYEE OR MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO PROMPTLY AND FULLY DISCLOSE TO EITHER THE CHIEF EXECUTIVE OFFICER OR A MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD, ANY ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST OR VIOLATION OF THE CODE OF ETHICS HE OR SHE MAY BE INVOLVED IN OR BECOME AWARE OF. IF IT IS DETERMINED BY EITHER THE CHIEF EXECUTIVE OFFICER OR THE EXECUTIVE COMMITTEE THAT AN ACTUAL CONFLICT OF INTEREST OR VIOLATION EXISTS, AN AD HOC COMMITTEE OF MEMBERS OF THE BOARD WILL BE APPOINTED TO DETERMINE -WHETHER THE ORGNIZATION COULD REASONABLY OBTAIN A MORE ADVANTAGEOUS CONTRACT, TRANSACTION OR ARRANGEMENT; OR MAKE A BETTER BUSINESS DECISION, AND IF SO, SET THE REQUIRED NEXT STEPS IN MOTION; OR -WHETHER, REGARDLESS OF THE CONFLICT OF INTEREST, PROCEEDING WITH THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT OR BUSINESS DECISION FURTHERS THE ORGNIZATION'S CHARITABLE MISSION AND IS IN THE ORGNIZATION'S BEST INTERESTS. ANNUAL REVIEWS: TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE FOLLOWING PERIODIC REVIEWS SHALL BE CONDUCTED BY DESIGNATED COMMITTEES OF THE BOARD OF DIRECTORS: -WHETHER EMPLOYEE COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND IMPARTIALLY NEGOTIATED; -WHETHER ACQUISITIONS OF PROPERTY AND SERVICES FROM ANY PERSON, OR AGREEMENTS OR PARTNERSHIPS WITH OTHER ORGANIZATIONS FURTHER THE ORGANIZATION'S CHARITABLE PURPOSES AND DO NOT INURE TO THE PERSONAL BENEFIT OF ANY EMPLOYEE, MEMBER OF THE BOARD OF DIRECTORS, OR OTHER INVOLVED PARTY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ACTS ON BEHALF OF AND WITH CONCURRENCE OF THE BOARD WITH RESPECT TO MATTERS RELATING TO COMPENSATION, BENEFITS, OTHER PERSONNEL PLANS FOR EXECUTIVES. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE BOARD COMPENSATION AND INCENTIVE PROGRAMS FOR THE CHIEF EXECUTIVE OFFICER, AND REVIEWS AND RECOMMENDS POLICIES RELATING TO PERQUISITES FOR EXECUTIVE MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE WOODEN FLOOR WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: INTERNAL REVENUE SERVICE DETERMINATION LETTER, INTERNAL REVENUE SERVICE AFFIRMATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, FORM 990 (PUBLIC INSPECTION COPY WILL NOT INCLUDE THE SCHEDULE OF SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS), MOST RECENT COPY OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATION DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART XI, LINE 6: ON 04/01/2018, THE WOODEN FLOOR FOR YOUTH MOVEMENT RECEIVED A MULTI-YEAR DONATED RENT PLEDGE. THIS WAS ALL BOOKED AS INCOME ON 04/01/2018 AS PER GAAP RULES FOR THE FINANCIALS STATEMENTS. THIS PLEDGE IS ALSO BEING AMORTIZED AND EXPENSED ANNUALLY FOR THE FINANCIAL STATEMENTS. FOR THE PURPOSES OF THE FORM 990, WE ARE EXCLUDING THE AMORTIZED PORTION FROM INCOME AND THE RENTAL EXPENSE FROM EXPENSE. ANNUAL AMORTIZATION IS $12,447 AND ANNUAL RENT EXPENSE IS $48,000. THIS CREATES A DIFFERENCE OF $35,553 THUS CREATING AN ANNUAL ADJUSTMENT FOR THE FORM 990.