The Sarasota Ballet Of Florida Inc

Transcription

1 The Sarasota Ballet Of Florida Inc SUMMARY Mission The mission of The Sarasota Ballet is to enrich lives, captivate emotions and strengthen community through the art of dance. Contact Information Primary Address 5555 N Tamiami Trail Sarasota, FL Alternate Address 5555 N Tamiami Trail Sarasota FL Phone info@sarasotaballet.org Website Facebook sarasotaballet Twitter SarasotaBallet General Information nprofit Organization Does Business As (DBA) The Sarasota Ballet Supported Organization Tax Exempt Status The Sarasota Ballet Of Florida Inc Friends of The Sarasota Ballet Public Supported Charity Incorporation Year

2 Awarded Community Foundation Grant Community Foundation Conducted a Site Visit State Charitable Solicitations Permit Apr 2019 State Registration May

3 BACKGROUND & NEEDS Impact Statement As The Sarasota Ballet has grown in both national and international importance, the Company has seen unprecedented increases in ticket sales, with numerous sold-out performances. Director Iain Webb's dedication to bringing previously unseen artistic performances to a culture hungry audience on the Gulf coast of Florida has resulted in unprecedented growth. Ticket sales have grown from approximately $300,000 to over $1.7 million in the last ten years. The Sarasota Ballet is the one of the only companies in the country afforded the rights to perform the works of Sir Frederick Ashton, and through this prestigious honor has risen to become one of the more notable ballet companies in rth America. In 2016, after the opening night of The Sarasota Ballet's week long residency at the Joyce Theatre in New York, acclaimed New York Times Dance Critic Alastair Macaulay wrote The flame of dance inspiration passes from place to place. Today I'm tempted to ask if the torch is passing to Florida. What these Sarasotans are doing for Ashton is comparable to what Miami City Ballet is doing for Balanchine. Those of us who witnessed these choreographers' ballets in their lifetimes watch with a sense of recognition This is how it used to be" and marvel to see qualities of musicality and energy as fresh today as long ago." Needs Statement Each year, The Sarasota Ballet needs approximately $4,000,000 in contribution income to underwrite the cost of presenting performances to the greater Sarasota community. Some of the major expenses associated with performances include: * License Fees and Royalties - $185,000 per year * Live Music for Performances - $383,000 per year * Theater Rentals - $164,000 * Costumes - $99,350 per year * Dance Shoes - $95,000 per year * In addition, each year, The Sarasota Ballet needs $485,000 to underwrite the cost of our Dance - The Next Generation program for 200 at-risk youths in the Greater Sarasota Area. Some of the major expenses include: * Faculty and staff - $127,000 * Studio Rental - $55,000 * Facility and Administration Expenses - $6,000 * Transportation - $61,000 * School & Conservatory Scholarships - $30,000 * End of Year Performance - $10,000 per year * Uniforms and Shoes - $10,000 * After school snacks - $13,000 * Background Statement The Sarasota Ballet is the Gulf Coast of Florida's first and only professional ballet company. Founded in 1987 by Jean Weidner as a presenting organization, Ms. Weidner's dream of developing a full resident ballet was realized when The Sarasota Ballet was formed in Since 2007, the Company has been under the leadership of Director Iain Webb. Mr. Webb's background, experience in the dance world and the mutual respect he has earned with some of the biggest names in dance have taken The Sarasota Ballet to national and international acclaim. The Ballet accomplishes our mission through our commitment to artistic excellence through the presentation of the highest quality classical and contemporary dance; through the encouragement of choreographic talent; through the ongoing expansion of educational programs and opportunities for community outreach and service; and through the participation in joint ventures with other regional and national arts organizations and dance companies. Statement from the Board Chair It is a huge honor to be Board Chair of The Sarasota Ballet. Having been a member of the Board for many years now, I have witnessed first hand the unbelievable growth this organization has witnessed over the past 10 years. Alongside my fellow Board members and our donors and audiences, we have seen The Sarasota Ballet transform from a regional ballet company into a company that is both recognized nationally and internationally as an important member of the Ballet community.whether I am watching the Company's outstanding performances from the audience or reading the rave reviews we have received on our national tours, I could not be more proud. As Chair of the Board, the area I am most focused on is to continue to look for Board Members of the highest quality that are willing to work hard and also have varied and diverse backgrounds that can assist in the Governance of The Sarasota ballet, and to further our goals and objectives.i am delighted to work 3

4 alongside our Director and Managing Director as they have put The Sarasota Ballet on a track for continued artistic and financial success and sustainability. Statement from the CEO/Executive Director The Sarasota Ballet has experienced an unprecedented renaissance of artistic growth since Iain Webb was appointed Director of the Company in The Ballet has received not only rave reviews from local critics, but also garnered both national and international acclaim. In fact, dance and theatre critic for the New York Times, Alastair Macaulay, declared that The Sarasota Ballet was "America's foremost exponent of Ashton ballets." In his 10 years with the Company, Director Iain Webb's commitment to excellence has established The Sarasota Ballet's reputation for ballets that enhance and preserve the art form through the performance of both the great classics as well as contemporary works. Webb's commitment to expanding the repertoire resulted in invitations to perform at some of America's most prestigious dance venues such as the John F. Kennedy Center in Washington D.C., New York City Center, Jacob's Pillow Dance Festival in Massachusetts and The Joyce Theater in New York. However, this artistic growth would not have been possible were it not for the unwavering support of the greater Sarasota community. For the coming Season, The Sarasota Ballet is poised to continue unparalleled artistic growth as well as financial stability. The Company now consists of 51 professional dancers from across the country and the world, with representation from Australia, Brazil, Cuba, Italy, Japan, Mexico, Puerto Rico, the United Kingdom and the United States. We are honored by the support of our community and hope that you will consider making an investment in one of the most extraordinary Ballet Companies in the nation. Areas Served FL- Sarasota FL- Manatee FL National The Sarasota Ballet serves the greater Sarasota area and is the only professional ballet company of the Gulf Coast of Florida. Over the last 5 years the Company has performed in numerous venues across the United States including Washington - D.C., New York City - New York, the Berkshires - Massachusetts, Bar Harbor - Maine and in May of 2017 Salt Lake City - Utah. In addition to the professional Company's national tours, The Margaret Barbieri Conservatory has competed nationally in the Youth America Grand Prix (YAGP) in the Semi Finals in Atlanta - Georgia and Tampa - Florida and the Finals in New York City - New York. Service Categories Primary Organization Type Arts,Culture & Humanities 4

5 PROGRAMS The Sarasota Ballet Company Description The Sarasota Ballet is a unique ensemble of both dancers and choreographers that the New York Times has called "America's foremost exponent of Ashton ballets." During his 10 years with the Company, Director Iain Webb introduced 140 Ballets and Divertissements to the repertoire, including 38 world premieres and 7 American premieres. The quality and historical value of the ballets in its repertoire have established the The Sarasota Ballet's reputation for ballets that enhance and preserve the art form through the performance of both the great classics as well as contemporary works. The Sarasota Ballet is just one of three professional ballet companies in Florida and the only professional company on the Gulf Coast. Budget $6,093, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Dance General/Unspecified Ticket sales will continue to increase and will reach $1,527,500 by the end of the season. The Sarasota Ballet will continue to mount multiple world-class productions incorporating both classical and modern ballets including new works for the enjoyment of the Gulf Coast region while continuing to garner both national and international attention. Director Iain Webb has signed a new 10 year contract and fully intends to bring to the stage works by some of the world's most prestigious choreographers and composers of the ballet world. The Company will continue to perform with live music whenever feasible and artistically desirable. Success is monitored by ticket sales,critical acclaim and the eagerness of choreographers and trusts to license their works to The Sarasota Ballet. Ticket sales are a gauge of public support and they have increased from $300,00 to nearly $1,800,000 since the arrival of Director Iain Webb. The Sarasota Ballet has been granted permission to perform some of the most prestigious ballets including the entirety of George Balanchine's fulllength masterpiece Jewels which the Company performed in the Season. The rare opportunity to perform this piece is regarded as a benchmark of a top tier ballet company. The Sarasota Ballet has been invited to participate in the prestigious Ballet Across America at the Kennedy Center, Fall for Dance Festival, Jacob's Pillow and was invited to perform at the Joyce Theatre in New York. Critical acclaim in NY Times, Washington Post, the Financial Times, Dancing Times, Wall Street Journal and many, many more. In May 2017, members of The Sarasota Ballet traveled to the Inaugural National Choreographic Festival in Salt Lake City to perform Sarasota Ballet resident choreographer Ricardo Graziano's ballet, In a State of Weightlessness. 5

6 The Sarasota Ballet School Description The Sarasota Ballet School is the only ballet school on Florida's West Coast affiliated with a professional company. The ballet school serves students between the ages of 3 to 18 as well as holding tailored classes for adults. Since opening 20 years ago, the School has developed a Children's Division, a Middle Division, an Upper Division, and an Adult School. Students have the unique opportunity to work with professional dancers, teachers and choreographers as well as to dance in company productions. Our programs are designed to train dancers who wish to dance professionally and our students have been accepted in programs at the Boston Ballet, School of American Ballet, American Ballet Theatre, The Rock School of Dance Education, Harid Conservatory, San Francisco Ballet, Julliard, The Kirov Academy of Washington DC, Miami City Ballet, The Margaret Barbieri Conservatory and the Orlando Ballet. Budget $261, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Dance Instruction Children and Youth (0-19 years) Adults Short term success is determined by the successful mounting of performances and productions of students. Long term success will be tracked by the academic and professional success of our graduates as well as the overall well-being of our students. Students are monitored by professional teachers and success is tracked by the students growth as artists and commitment to the art of dance. Our students have been accepted in programs at the Boston Ballet, School of American Ballet, American Ballet Theatre, The Rock School of Dance Education, Harid Conservatory, San Fransisco Ballet, Julliard, The Kirov Academy of Washington DC, Miami City Ballet, The Margaret Barbieri Conservatory and the Orlando Ballet. 6

7 Dance - The Next Generation Description Dance - The Next Generation program is a unique ten-year full scholarship program for at-risk children. DNG is designed to prevent children between the ages of 8 to 18 in the Sarasota/Manatee community from dropping out of school. Upon successful completion of the program, students are eligible for a two-year scholarship to The State College of Florida and/or a full four-year scholarship to the University of Florida, Sarasota/Manatee. Since its founding, all of the students who have finished the program have graduated from High School. In 2002, the program received the "Coming Up Taller" award from former First Lady, Laura Bush. Budget $326, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Dance Instruction K-12 (5-19 years) Short term success is measured by GPA and school attendance. The long term success of our program is determined by both the academic and professional success of our graduates. Program success is monitored by staff who work in cooperation with individuals within the Sarasota Public School District. The Ballet is proud to state that graduates of the DNG program have gone on to pursue their higher education goals, often with full scholarships, at New York University, Goucher College, Mercyhurst College, Butler University, New World School of the Arts and many other schools including our partner institutions. Many of our graduates are now productive members of society and have developed careers in education, finance, environment, management, social work, and the arts, including dance. 7

8 Margaret Barbieri Conservatory Description Developed for students that demonstrate facility and artistry, Margaret Barbieri Conservatory aims to produce dancers possessing a strong, clean classical technique with great emphasis on artistry, musicality, purity of line, co-ordination and a quality of movement. The intent is to produce graduates who are capable of integrating effortlessly into The Sarasota Ballet and other top professional dance companies through high level training in classical ballet. Budget $270, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Dance Adolescents Only (13-19 years) Short term success is determined by the successful mounting of productions by the Conservatory. As well as the number of students that are accepted into professional companies. Long term success will be tracked by the academic and professional success of our graduates as well as the overall well-being of our students. Students are monitored by professional teachers and success is tracked by the students growth as artists and commitment to the art of dance. This program is in its fourth year and already several members of the Conservatory have been offered contracts with professional dance companies, including The Sarasota Ballet and Eugene Ballet. 8

9 The Sarasota Ballet Summer Programs Description The Sarasota Ballet offers several Summer Camps as well as a 5 week Summer Intensive Program for Pre-Professional students. Instruction is provided by guest artist as well as members of The Sarasota Ballet Faculty. Participants may be consider for The Margaret Barbieri Conservatory. Budget $234, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Dance Children and Youth (0-19 years) The Sarasota Ballet's Summer Programs have continued, year after year, to see growth in the number of student enrollment and demand for additional camps. Long-term success is determined when these students return for future summer programs or continue with other ballet training. It is the goal to instill a love of the art form, appreciation for ballet history and develop their artistry. Success is monitored by enrollment and surveys as well as audience responses to the end of intensive performance. Each year for the last 25 summers we have seen this program grow, audience numbers increase and survey results improve. Comments Program Comments by Organization Currently, our professional Company has only one dedicated studio for class and rehearsals. With a Company of 45 we must increase the number of studios and dressing rooms. We need an area for physical therapy, wardrobe and prop storage. Another huge challenge facing The Sarasota Ballet is that we do not have a "home" theater. Our subscription base is determined by the size of smallest theater that we perform in. We then tour within our own city by going to the Sarasota Opera House and the Van Wezel Performing Arts Hall. This severely limits our ability to grow the subscriber base. To that end we are actively pursing either a new theater facility or finding an alternative long-term solution. This challenge has come about because of the tremendous success of The Sarasota Ballet. This lends itself to amazing opportunities to perform all across the country. It has now become a premiere opportunity for dancers to audition to become a member of our Company. It has also made the Margaret Barbieri Conservatory of Dance a much sought after pre-professional training center. We hold auditions throughout the country for the Conservatory and we are in need of student housing to suit this program. We will continue to expand our Development and Outreach programs to financially attract new donors, encourage current donors to consider us as part of their Legacy, build a greater endowment to secure the longevity of the Company and connect people on an emotional level to become a part of our Sarasota Ballet family. 9

10 MANAGEMENT CEO/Executive Director CEO/Executive Director Joseph Volpe CEO Term Start Feb 2016 CEO Experience Joseph Volpe, retired General Manager of The Metropolitan Opera and theater and management consultant, was appointed Executive Director of The Sarasota Ballet in February Volpe first joined the board of The Sarasota Ballet in 2014 after a long history in the world of the performing arts. He spent 42 years working at The Metropolitan Opera rising from apprentice carpenter to General Manager from In that role Volpe expanded the length of The Met repertory season as well as the number of new productions. There were 4 world premieres, 22 Met premieres, 4 commissions and expanded international touring activities. His term was characterized by sound fiscal management, fresh customer service initiatives and no contract disputes for over three decades of his leadership in contract negotiations. He conceived and developed Met Titles, an innovative titling system providing multilingual translations of the operas on the backs of each seat, visible only to the individual audience members who wish to utilize them and initiated the development of Tessitura, a management software program for targeted marketing and fundraising appeals, which is now licensed to more than 200 companies worldwide. Volpe retired from The Met in July of 2006, leaving the company with a strong administration, an endowment fund that had increased from $100 million to $345 million and exceptional artistic plans for the future. Since that time, Volpe consulted for two years with Giuliani Partners. Currently, he consults with Theatre Projects Consultants providing comprehensive advice from project conception and design to daily operations and fiscal management. Volpe helps major arts organization and universities as they plan a move into new facilities or address the reorganization and renovation of existing ones. He also serves as a Senior Consultant for Hudson Scenic Studios advising on all aspects of management, labor negotiation and strategic planning and heads The Volpe Group, Ltd, his own theater and management consulting firm. Volpe taught a course entitled, Managing in the Performing Arts for five years at New York University's Stern School of Business. He has been a guest lecturer at Columbia University, the University of Pennsylvania's Wharton School of Business, Georgetown, SUNY Purchase, Harvard and Oxford University. He has received honorary degrees from numerous universities, including Georgetown University, Fordham University and Hamilton College. Co-CEO/Executive Director Co-CEO/Executive Director Iain Webb Co-CEO Term Start Jan info@sarasotaballet.org 10

11 Experience Born in Yorkshire, England, Iain started ballet at the age of 14 and moved to London at 16, where he trained for two years with The Rambert School of Ballet, a year at The Royal Ballet School and a further year as an apprentice with The Sadler's Wells Royal Ballet where he was offered a full time position.in 1989 he transferred to The Royal Ballet, Covent Garden, to perform character roles which included Bottom in Ashton'sThe Dream, The Small Sister, Dancing Master & Napoleon in Cinderella,and Mrs. Tiggy-Winkle and Pigling Bland intales of Beatrix Potter, MacMillan'sThe Doctor in Different Drummer and a Client in Manon and Sancho Panza in Baryshnikov's production of DonQuixote. In 1996, Webb retired from The Royal Ballet, but was invited back as a guest artist to give three farewell performances at Covent Garden as the Small Sister in Ashton's Cinderella. After retiring as a dancer, he was invited by Matthew Bourne to be Rehearsal Director for The West End, L.A. and Broadway seasons of Swan Lakeand continued to work with Bourne on his production of Cinderella.In 1999, Webb was asked by Tetsuya Kumakawa to join his newly formed K-Ballet Company in Japan as Ballet Master and two years later was appointed Assistant Director. During this time he also worked with stars including Adam Cooper, with whom he co-directed The Adam Cooper Company and organized their tour to The Kennedy Center. He co-produced with Johan Kobborg the London performances of Out of Denmark and staged Roland Petit's Carmen Pas de Deux for Alessandra Ferri & Julio Boccafor American Ballet Theatre's 65th Anniversary Gala. Iain has produced and directed many international performances which included presenting dancers from Royal Danish Ballet, Paris Opera Ballet, New York City Ballet and Stuttgart Ballet. He has been guest teacher for White Oak Project, Birmingham Royal Ballet, Rambert Dance Company, as well as teaching master classes and workshops for all the major ballet schools in England. Senior Staff Margaret Barbieri Assistant Director Chad Morrison General Manager Joseph Volpe Executive Director Iain Webb Director Staff & Volunteer Statistics Full Time Staff 63 Part Time Staff 18 Staff Retention Rate % 70 Professional Development Contractors 15 Volunteers 250 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation Collaborations 11

12 The collaborations of The Sarasota Ballet are many due to the numerous relationships that Director Iain Webb, Executive Director Joseph Volpe and Assistant Director Margaret Barbieri have within the arts world. Over the past 10 years, here are some of the most significant collaborations: Internationally, The Sarasota Ballet has collaborated with The Birmingham Royal Ballet and The Royal Ballet of London, as well as world renowned choreographers like Matthew Bourne, Matthew Hart, Johan Kobborg and Christopher Wheldon. Nationally, The Sarasota Ballet has collaborated with The Suzanne Farrell Ballet and choreographers Twyla Tharp and Dominic Walsh. In 2017 we collaborated with Opera singer Frederica von Stade, Composer Jake Heggie, and classical ballet star Marcelo Gomes who danced a lead role in our program featuring Ashton's Two Pigeons and then created a World Premiere on the Sarasota Ballet Company. Locally, The Sarasota Ballet has a close working relationship with the School Board of Sarasota County as well as the Sarasota Orchestra, the Sarasota Opera and the Van Wezel Performing Arts Hall Foundation. That is expanding this year to include the Sarasota Youth Opera and Sarasota Music Conservatory who will be performing with the Margaret Barbieri Conservatory students. 12

13 GOVERNANCE Board Chair Board Chair Richard Johnson Company Affiliation Retired Board Term June 2018 to May 2020 Board Chair Board Members Name Affiliation Status Isabel Becker Community Volunteer Voting Paul Cantor Financial Professional Voting Jonathan Coleman Attorney Voting Lynda Doery Retired Voting Mark Famiglio Business Owner nvoting Sydney Goldstein Retired nvoting Patricia Golemme Community Volunteer Voting Richard Johnson Retired Attorney Voting Sean Keenan Private Banking Executive Voting Patrick Kenny Financial Profesional Voting Richard March Community Volunteer Voting Frank Martucci Retired Voting Teresa Masterson Nurse Voting Peter Miller Retired Entrepreneur Voting Dr. Bart Price Physician nvoting Audrey Robbins Community Volunteer Voting Richard Segall Psychologist Voting Marilyn Sellman Community Volunteer Voting Hillary Steele Retired Voting Maureen Steiner Consultant Voting Jean Weidner Goldstein Community Volunteer nvoting Jean Weiller Community Volunteer Voting Michael Zuckerberg Community Volunterr Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 23 Hispanic/Latino 0 Native American/American Indian 0 Other

14 Board Demographics - Gender Male 12 Female 11 t Specified 0 Governance Board Term Lengths 3 Board Term Limits 99 Board Orientation Number of Full Board Meetings Annually 9 Board Meeting Attendance % 87 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 25 Constituency Includes Client Representation Standing Committees Audit Board Governance Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive Finance Investment Strategic Planning / Strategic Direction 14

15 FINANCIALS Current Financial Info Tax Year Begins 2017 Tax Year Ends 2018 Projected Revenue $7,257, Projected Expenses $7,185, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $600, Spending Policy Income Only Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 Anticipate Campaign Within Next 5 Years? IRS Form 990s Audit/Financial Documents Sarasota Ballet Audit Sarasota Ballet Audit Sarasota Ballet Audit Sarasota Ballet Audit Sarasota Ballet Audit Sarasota Ballet Audit Sarasota Ballet Audit Sarasota Ballet Audit

16 Sarasota Ballet Audit Solvency Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Historical Financial Review Revenue and Expenses Fiscal Year Total Revenue $6,903,667 $7,864,368 $6,240,217 Total Expenses $7,038,025 $7,007,322 $6,038,936 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $213,208 $163,930 $234,340 Federal $0 $0 $0 State $0 $0 $234,340 Local $0 $0 $0 Unspecified $213,208 $163,930 $0 Individual Contributions $3,460,631 $5,432,767 $3,544,769 Indirect Public Support $0 $0 $0 Earned Revenue $2,568,734 $2,162,261 $2,324,587 Investment Income, Net of Losses $43,477 $67,946 $111,405 Membership Dues $42,161 $29,805 $0 Special Events $192,267 $6,422 $0 Revenue In-Kind $359,040 $462,202 $192,777 Other $383,289 $1,237 $25,116 Expense Allocation Fiscal Year Program Expense $6,135,624 $6,038,504 $5,228,449 Administration Expense $506,622 $738,627 $624,752 Fundraising Expense $395,779 $230,191 $185,735 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 87% 86% 87% Fundraising Expense/Contributed Revenue 10% 4% 5% Assets and Liabilities Fiscal Year Total Assets $6,020,079 $6,188,229 $5,247,732 Current Assets $4,858,492 $4,555,792 $4,093,659 Long-Term Liabilities $0 $0 $0 Current Liabilities $827,009 $1,017,708 $772,984 Total Net Assets $5,193,070 $5,170,521 $4,474,748 16

17 Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Contributions, gifts, grants $3,460,631 Contributions, gifts, grants $5,432,767 Contributions, gifts, grants $3,544,769 Second Highest Funding Source & Dollar Ballet Performances Ballet Performances Ballet Performances Amount $1,961,240 $1,734,715 $1,675,199 Third Highest Funding Source & Dollar Amount Tuition $486,965 Tuition $536,661 Tuition $540,141 Comments Financial Comments by Foundation Financial figures taken from 990 only. Audit was not provided and s were prepared by Cavanaugh & Co.; s were prepared by Menzel & Associates. Foundation, corporations and congregations are included with individual contributions as they were not separated in the

18 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Years Strategic Plan Considers Management Succession Plan Continuity of Operations Plan N/A Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Awards & Recognition Award/Recognition Organization Year Coming Up Taller Award National Arts and Humanites Youth Program Awards 2002 Jewel of Ballet Across America Washington Post 2014 Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization We are currently drafting a new 5-year fundraising plan to replace the plan which sunsets in May of We are developing a communications plan for The Sarasota Ballet and the Education Department (including Dancethe Next Generation, The Sarasota Ballet School, Margaret Barbieri Conservatory, Adult Classes and Workshops and the International Intensive made possible by the Muriel O' Neil Fund for The Performing Arts).The Board and staff have been refining a new draft Strategic Plan. Planning & Policies Comments by Foundation Created Copyright