2026-03-23T13:13:56+00:00 2025-05-31 580692043 Mauldin & Jenkins LLC 1401 Manatee Avenue West Suite 1200 Bradenton FL 34205 990 2024-06-01 650135900 Sarasota Ballet of Florida Inc SARA 9413590099 5555 North Tamiami Trail Sarasota FL 34243 Joseph Volpe Executive Director 9413590099 2026-03-23 true true Brian Carter P00536712 9417474483 2026-03-23 2024 2025-03-06 01:10:19Z The Sarasota Ballet Joseph Volpe 5555 N Tamiami Trail Sarasota FL 34243 16283960 false X www.sarasotaballet.org X 1989 FL To enrich lives, captivate emotions and strengthen the community through the art of dance. 21 21 135 175 11550 0 6770941 11987838 3170341 3549551 439978 394990 -114932 -4721 10266328 15927658 118854 112769 0 5273723 6164606 0 736359 4205596 4655483 9598173 10932858 668155 4994800 17117438 23008295 3872739 4478853 13244699 18529442 The Mission of the Sarasota Ballet of Florida is to enrich lives, captivate emotions and strengthen the community through the art of dance. false false 6937331 1786492 The Sarasota Ballet's expansive repertoire, coupled with the athleticism and artistry of the Company's dancers, has brought the Company national and international acclaim. The repertoire includes works by some of the greatest choreographers in the dance world, such as Sir Frederick Ashton, George Balanchine, Antony Tudor, Sir Kenneth MacMillan, Paul Taylor, and Sir David Bintley to name a few. In addition, The Sarasota Ballet has continued to push the art form forward through commissioning new works, from both budding choreographers within the Company and established choreographers around the globe. 1382489 92069 1768940 The Education department provides dance opportunities for all ages and abilities. The Sarasota Ballet School offers a high quality dance education for children 3 and above. We foster an environment that enables children to learn ballet correctly and safely, develop confidence and we pride ourselves on celebrating each student's individuality. The Margaret Barbieri Conservatory is a pre-professional program for students ages 12 and above to audition, and upon acceptance, receive the highest quality of dance education. The curriculum includes classical technique, pointe, contemporary, variations, repertoire, and conditioning. The Summer Intensive is specifically designed to develop young dancers technique alongside artistry. Students ages 11-21 audition to attend up to five weeks of rigorous dance training in Sarasota each summer. 542772 20700 The Sarasota Ballet believes dance is for everyone and takes pride in making dance accessible to all through our Community Engagement programs. Dance The Next Generation (DNG) was established over 30 years ago and provides equitable access to quality dance education by offering a comprehensive tuition-free dance program to 3-12 graders from underrepresented areas. Through diversified dance offerings, progressing enrichment activities, and ever-increasing community partnerships, DNG students receive a complete 10 year dance experience that supports education, community, and academic excellence for each student. Additionally, our other Community Engagement programs provide access and opportunity for those 5 to 95 to explore and experience the world of dance. Focusing on youth, adaptive, and community, they offer complimentary and low cost programs such as school performances and programs, Joyful Movement Through Parkinson's, Silver Swans, and community experiences. 8862592 true true false false false false false false false true true true false true true true true false false false false false false false true false false false true true false false false false false false false true false false true false false false false false false false false false true 80 0 true 135 true true true false false false false false false false false false false false X 21 21 false false false false false false false true true false false false false true true true true true true true false false FL X Joseph Volpe 9413590099 5555 N Tamiami Trail Sarasota FL 34243 David Welle Secretary 2.0 X X 0 0 0 Patrick Kenny Treasurer 2.0 X X 0 0 0 Peter B Miller Vice Chair 2.0 X X 0 0 0 Sandra DeFeo Board Chair 2.0 X X 0 0 0 Audrey Robbins Director 1.0 X 0 0 0 Charles Wilson Director 1.0 X 0 0 0 Frank Martucci Director 1.0 X 0 0 0 Ginger Cannon Bailey Director 1.0 X 0 0 0 Hillary Steele Director 1.0 X 0 0 0 Jan Sirota Director 1.0 X 0 0 0 JoAnn Heffernan Heisen Director 1.0 X 0 0 0 Julie A Harris Director 1.0 X 0 0 0 Linda Mitchell Director 1.0 X 0 0 0 Maureen Steiner Director 1.0 X 0 0 0 Mercedita OConnor Director 1.0 X 0 0 0 Patricia A Golemme Director 1.0 X 0 0 0 Robin Grossman Director 1.0 X 0 0 0 Rosemary Oberndorf Director 1.0 X 0 0 0 Warren R Colbert Sr Director 1.0 X 0 0 0 William A Farber Director 1.0 X 0 0 0 William E Chapman Director 1.0 X 0 0 0 Joseph Volpe Executive Director 40.0 X 237913 0 0 Iain Webb Director 40.0 X 241039 0 20000 Jason Ettore General Manager 40.0 X 118006 0 0 Margaret Barbieri Assistant Director 40.0 X 185538 0 0 Michelle Butler Senior Director of Philanthropy 40.0 X 141577 0 0 924073 0 20000 5 false true false Aldina LC 1247 Mandalay Point Rd Sarasota FL 34242 Leased space 268468 1 53950 1142523 95925 10695440 159602 11987838 TUITION 611600 1768940 1768940 BALLET PERFORMANCES 711120 1769061 1769061 PROGRAM BOOK 541800 11550 11550 0 0 0 0 3549551 296489 296489 56535 56535 0 56535 56535 281320 182819 98501 0 98501 98501 94796 1142523 173483 -78687 -78687 MISCELLANEOUS 711120 17431 17431 0 0 0 0 17431 15927658 3555432 11550 372838 112769 112769 563320 313320 250000 4748081 3792503 422597 532981 453904 355379 52758 45767 399301 279032 85006 35263 41951 30043 11908 30231 30231 32736 32736 744474 688941 55399 134 553265 538095 15170 424606 118425 289482 16699 261672 261672 727929 717879 10050 494531 490019 2496 2016 206668 195003 9851 1814 98329 25275 73054 LIVE MUSIC 404765 404765 PRODUCTION COSTS 300735 300735 ROOM AND BOARD 165308 165308 CATERING 76829 36700 40129 91454 36729 8339 46386 10932858 8862592 1333907 736359 761769 1000635 808437 593437 760353 5472225 0 0 0 0 893251 556801 3824900 2047695 1783889 1777205 9917862 11009806 0 2191877 2598186 17117438 23008295 336096 367435 1109359 1201835 0 0 2427284 2909583 3872739 4478853 X 10078955 15667923 3165744 2861519 13244699 18529442 17117438 23008295 4994800 289943 0 X X false true true false X 8254032 8079956 6070253 6770941 11987838 41163020 977121 2043538 2985518 3170341 3644347 12820865 0 0 0 9231153 10123494 9055771 9941282 15632185 53983885 1054504 1062704 1852989 969280 937648 5877125 0 0 0 0 0 0 1054504 1062704 1852989 969280 937648 5877125 48106760 72576 108063 211898 544828 353024 1290389 0 72576 108063 211898 544828 353024 1290389 0 23 0 34111 300 17431 51865 9303752 10231557 9301780 10486410 16002640 55326139 0.86951 0.85041 0.02 0.022 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS, COLUMN A - 23.0, COLUMN B - , COLUMN C - 34111.0, COLUMN D - 300.0, COLUMN E - 17431.0, COLUMN F - 51865.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6612817 500000 416051 60000 7468868 5553296 250000 809521 6612817 4985922 517305 50069 5553296 2821571 2553990 -389639 4985922 734309 2000000 87262 2821571 0.8896 0.0908 0.0196 true false 384571 68158 316413 3101212 1740030 1361182 339117 239507 99610 1777205 Closely-held equity interests Financial derivatives MARKETABLE SECURITIES 11009806 F 11009806 RIGHT OF USE ASSETS 2585566 OTHER ASSETS 12620 2598186 Federal Income Taxes DEFERRED COMPENSATION 168503 LEASE LIABILITY 2741080 2909583 X 16621680 289943 263332 173483 726758 15894922 32736 0 32736 15927658 11336937 263332 173483 436815 10900122 32736 0 32736 10932858 Schedule D, Part V, Line 4 Intended uses of endowment funds The Corpus of the Endowment fund is to be kept in perpetuity with the income contributing to meeting the operational and program needs of the organization. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is a non-profit organization as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes. The Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). However, the Organization is subject to income tax on unrelated business income. It is the Organization's policy to account for any uncertainties in income tax law in accordance with FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. ASC 740-10 clarifies the accounting for uncertain income tax positions and requires that the Organization recognize the impact of such a tax position in its financial statements if, upon ultimate settlement, that position is more-likely-than-not to be sustained. The Organization files a 990 Return of Organization Exempt from Income Tax and a 990-T Exempt Organization Business Income Tax Return to the U.S. Federal Government and an F-1120 Florida Corporate Income/Franchise Tax Return to the State of Florida. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Special event expenses - 173483 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Special event expenses - 173483 Annual Gala 1109556 1014760 94796 3950 120762 13947 31663 DNG Live! On Pointe 127763 127763 0 3121 40 0 1237319 1142523 94796 3950 123883 13947 31703 173483 -78687 true Margaret Barbieri Conservatory 16 56418 Summer Program 29 31637 Dance the Next Generation 135 20700 Ballet School 3 4014 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Merit-based scholarships are offered to students ages 12-21 to The Sarasota Ballet School, The Sarasota Ballet's Margaret Barbieri Conservatory, and The Sarasota Ballet's Summer Intensive. These programs require students to audition and select students received scholarships based on their talent and potential. Dance - The Next Generation (also known as DNG) is The Sarasota Ballet's original community engagement program focusing on community engagement and providing a tuition-free dance education to underserved children in Sarasota and Manatee Counties. Operating after school, students in grades 3-12 are immersed in an inclusive, diverse, and well-rounded dance program including academic support, mentoring, and enrichment opportunities. DNG is more than a dance program, it is a program to nurture, enrich, and support the entire child. By breaking down financial barriers and providing a supportive envrionment for children to thrive, DNG is making a meaningful impact to those often underrepresented in classical dance. The Sarasota Ballet's commitment to the holistic well-being of each DNG student contributes to creating a positive and transformative experience for all. X X false false false false false false false false false Joseph Volpe Executive Director 237913 0 0 0 0 0 0 0 0 0 237913 0 0 0 Iain Webb Director 241039 0 0 0 0 0 20000 0 0 0 261039 0 0 0 Margaret Barbieri Assistant Director 160538 0 25000 0 0 0 0 0 0 0 185538 0 0 0 Mark Famiglio Honorary Board Member 302170 Leased space false 6 153477 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of the 990 is reviewed by the organization's Executive Director, Audit Committee and Treasurer/Chair of the Finance Committee. The Executive Director signs and files the return. Form 990, Part VI, Line 12c Conflict of interest policy The conflict of interest policy is discussed with the board members at regular board meetings and board members sign a conflict of interest statement annually. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization's compensation of officers and key employees is based upon market values in the community as well as values set nationwide for a comparable sized organization. Form 990, Part VI, Line 19 Required documents available to the public Governing documents are available to the public upon request. Form 990, Part XII, Line 2c Change of oversight process or selection process The organization's Executive Director, Audit Committee and Treasurer/Chair of the Finance Committee review the Financial Statements prior to their issuance. This process is unchanged from the prior year.