Nonprofit · EIN 65-0135900
SARASOTA BALLET OF FLORIDA INC
Tax-exempt · SARASOTA, FL 34243
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $15,927,658 | $10,932,858 | $4,994,800 | $23,008,295 | $4,478,853 | $18,529,442 |
| May 31, 2024 | 990 | $10,266,328 | $9,598,173 | $668,155 | $17,117,438 | $3,872,739 | $13,244,699 |
| May 31, 2023 | 990 | $9,064,188 | $9,001,418 | $62,770 | $14,887,033 | $3,202,223 | $11,684,810 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $11,987,838
- of which government grants
- $95,925
- Membership dues
- $53,950
- Program service revenue
- $3,549,551
- Investment income
- $394,990
- Net rental income
- $56,535
- Net gain from sales of assets
- $98,501
- Net income from fundraising events
- -$78,687
- Other revenue
- -$4,721
Expenses
- Grants and similar amounts paid
- $112,769
- Compensation of officers, directors and key employees
- $563,320
- Other salaries and wages
- $4,748,081
- Salaries, compensation and benefits (total)
- $6,164,606
- Professional fundraising fees
- $0
- Legal fees
- $41,951
- Accounting fees
- $30,231
- Occupancy
- $727,929
- Travel
- $494,531
- Depreciation
- $206,668
- Program services (functional)
- $8,862,592
- Management and general (functional)
- $1,333,907
- Fundraising (functional)
- $736,359
Balance sheet and other
- Total assets, start of year
- $17,117,438
- Total assets, end of year
- $23,008,295
- Total liabilities, end of year
- $4,478,853
- Net assets, end of year
- $18,529,442
- Land, buildings and equipment
- $1,777,205
- Net assets without donor restrictions
- $15,667,923
- Net assets with donor restrictions
- $2,861,519
- Gross unrelated business income
- $11,550
- Gross receipts
- $16,283,960
- Employees
- 135
- Volunteers
- 175
- Year formed
- 1989
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Iain Webb | Director Key employee | 40 | $241,039 | $20,000 |
| Joseph Volpe | Executive Director Officer | 40 | $237,913 | $0 |
| Margaret Barbieri | Assistant Director Highest-paid employee | 40 | $185,538 | $0 |
| Michelle Butler | Senior Director of Philanthropy Highest-paid employee | 40 | $141,577 | $0 |
| Jason Ettore | General Manager Highest-paid employee | 40 | $118,006 | $0 |
| David Welle | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Patrick Kenny | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Peter B Miller | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Sandra DeFeo | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| Audrey Robbins | Director Trustee or director | 1 | $0 | $0 |
| Charles Wilson | Director Trustee or director | 1 | $0 | $0 |
| Frank Martucci | Director Trustee or director | 1 | $0 | $0 |
| Ginger Cannon Bailey | Director Trustee or director | 1 | $0 | $0 |
| Hillary Steele | Director Trustee or director | 1 | $0 | $0 |
| Jan Sirota | Director Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JoAnn Heffernan Heisen | Director Trustee or director | 1 | $0 |
| Julie A Harris | Director Trustee or director | 1 | $0 |
| Linda Mitchell | Director Trustee or director | 1 | $0 |
| Maureen Steiner | Director Trustee or director | 1 | $0 |
| Mercedita OConnor | Director Trustee or director | 1 | $0 |
| Patricia A Golemme | Director Trustee or director | 1 | $0 |
| Robin Grossman | Director Trustee or director | 1 | $0 |
| Rosemary Oberndorf | Director Trustee or director | 1 | $0 |
| Warren R Colbert Sr | Director Trustee or director | 1 | $0 |
| William A Farber | Director Trustee or director | 1 | $0 |
| William E Chapman | Director Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IAIN WEBB | DIRECTOR Key employee | 40 | $228,938 | $20,000 |
| JOSEPH VOLPE | EXECUTIVE DIRECTOR Officer | 40 | $223,826 | $0 |
| MARGARET BARBIERI | ASSISTANT DIRECTOR Highest-paid employee | 40 | $178,748 | $0 |
| MELISSA MCCOY | CHIEF STRATEGY & ADVANCEME Highest-paid employee | 40 | $173,398 | $0 |
| KRISTIE COX | FINANCE & HR DIRECTOR Highest-paid employee | 40 | $112,868 | $0 |
| JASON ETTORE | GENERAL MANAGER Highest-paid employee | 40 | $106,229 | $0 |
| SANDRA DEFEO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PETER MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN COLEMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK KENNY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MAUREEN STEINER | GOVERNANCE OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| GINGER CANNON BAILEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ISABEL BECKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM CHAPMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNDA DOERY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM FARBER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA GOLEMME | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOANN HEFFERNAN HEISEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHIL LOMBARDO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANK MARTUCCI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROSEMARY OBERNDORF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MERCEDITA OCONNOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUDREY ROBBINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAN SIROTA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HILLARY STEELE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN WEILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID WELLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHARLES WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IAIN WEBB | DIRECTOR Key employee | 40 | $175,245 | $15,000 |
| JOSEPH VOLPE | EXECUTIVE DIRECTOR Officer | 40 | $171,504 | $0 |
| MARGARET BARBIERI | ASSISTANT DIRECTOR Highest-paid employee | 40 | $164,730 | $0 |
| MELISSA MCCOY | CHIEF STRATEGY & ADVANCEMENT OFFICER Highest-paid employee | 40 | $131,431 | $0 |
| JASON ETTORE | GENERAL MANAGER Officer | 40 | $81,182 | $0 |
| RICHARD JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA GOLEMME | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK MARTUCCI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN COLEMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK KENNY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MAUREEN STEINER | GOVERNANCE OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| PEGGY ABT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GINGER CANNON BAILEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ISABEL BECKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL CANTOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDRA DEFEO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LYNDA DOERY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM FARBER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHIL LOMBARDO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROSEMARY OBERNDORF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MERCEDITA OCONNOR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUDREY ROBBINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAN SIROTA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HILLARY STEELE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEAN WEILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID WELLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOANN HEFFERNAN HEISEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5555 N TAMIAMI TRL, SARASOTA, FL 34243-2141
- Principal officer (990 for 2024)
- Joseph Volpe, 5555 N Tamiami Trail, Sarasota, FL 34243
- Signed the 990
- Joseph Volpe, Executive Director
- Phone
- (941) 359-0099
- Website
- www.sarasotaballet.org
- Return prepared by
- Mauldin & Jenkins LLC
Mission
The Mission of the Sarasota Ballet of Florida is to enrich lives, captivate emotions and strengthen the community through the art of dance.
Program accomplishments
- 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.Expenses $6,937,331 · revenue $1,786,492
- 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.Expenses $1,382,489 · grants $92,069 · revenue $1,768,940
- 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.Expenses $542,772 · grants $20,700
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0135900
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A630)
- Assets (IRS master file)
- $23,008,295
- Income (IRS master file)
- $16,283,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $15,927,658 | $10,932,858 | $23,008,295 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | $10,266,328 | $9,598,173 | $17,117,438 | XML |
| 990-T | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $9,064,188 | $9,001,418 | $14,887,033 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990 | May 2022 | $10,013,391 | $7,421,148 | $13,132,949 | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0135900).
Questions about SARASOTA BALLET OF FLORIDA INC
- What is the EIN of SARASOTA BALLET OF FLORIDA INC?
- The employer identification number (EIN) of SARASOTA BALLET OF FLORIDA INC is 65-0135900.
- Is SARASOTA BALLET OF FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SARASOTA BALLET OF FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SARASOTA BALLET OF FLORIDA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SARASOTA BALLET OF FLORIDA INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SARASOTA BALLET OF FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SARASOTA BALLET OF FLORIDA INC?
- The 990 for the year ended May 31, 2025 names Joseph Volpe.
- Who are the officers and directors of SARASOTA BALLET OF FLORIDA INC?
- The 990 for the year ended May 31, 2025 lists 26 people; 5 received compensation from the organization, the highest $241,039 (Iain Webb, Director).
- How much revenue does SARASOTA BALLET OF FLORIDA INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $15,927,658, expenses of $10,932,858 and total assets of $23,008,295 at year end.
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