2023-05-15T07:56:27-05:00 2022-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2021-07-01 592807055 SARASOTA PERFORMING ARTS CENTER FOUNDATION INC DBA VAN WEZEL FOUNDATION VANW 9413665578 201 COCOANUT AVE SARASOTA FL 34236 JAMES TRAVERS CHAIR/INTERIM CEO 9413665578 2023-05-12 1 JAMES TRAVERS 999009999 REBECCA U STONER P00585910 9413654617 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAMES TRAVERS 201 COCOANUT AVE SARASOTA FL 34236 11190455 0 X SARASOTAPERFORMINGARTSFOUNDATION.ORG X 1987 FL THE VAN WEZEL FOUNDATION'S MISSION IS TO CREATE AND SUSTAIN A VIBRANT PERFORMING ARTS CENTER, ADVANCE EDUCATION, AND ENRICH COMMUNITIES BY INSPIRING MINDS THROUGH THE POWER OF THE ARTS. THE FOUNDATION HAS PARTNERED WITH THE VAN WEZEL PERFORMING ARTS HALL SINCE 1987 TO SUPPORT ARTS EDUCATION THROUGHOUT OUR REGION, SERVING MORE THAN 50,000 STUDENTS AND THEIR FAMILIES ANNUALLY WITH ENRICHING ARTS-BASED EDUCATION OPPORTUNITIES AND PROFESSIONAL DEVELOPMENT FOR MORE THAN 400 TEACHERS ACROSS FIVE COUNTIES. THE VAN WEZEL FOUNDATION IS LEADING THE VISION TO BUILD A NEW SARASOTA PERFORMING ARTS CENTER IN PARTNERSHIP WITH THE CITY, AND IN COLLABORATION WITH THE BAY PARK CONSERVANCY AND VAN WEZEL HALL. 20 20 11 30 0 0 2410209 4417174 0 0 820200 390484 1086 -365010 3231495 4442648 558707 718054 0 0 917456 1508889 0 0 1244032 1127250 1578441 2603413 3805384 628082 637264 17775293 17058536 359211 421571 17416082 16636965 X TO CREATE AND SUSTAIN A VIBRANT PERFORMING ARTS CENTER, ADVANCE EDUCATION, AND ENRICH COMMUNITIES BY INSPIRING MINDS THROUGH THE POWER OF THE ARTS. 0 0 1027004 0 THE FOUNDATION USES THE ARTS AND ARTS EDUCATION TO SUPPORT ACADEMIC SUCCESS AND SOCIAL, EMOTIONAL, MENTAL AND ECONOMIC WELL BEING IN THE COMMUNITY. THE FOUNDATION'S PROGRAMS REACH OVER 50,000 STUDENTS AND TRAIN HUNDREDS OF TEACHERS IN ARTISTIC AND ACADEMIC LITERACY AND CULTURAL RESPONSIVENESS ACROSS FIVE COUNTIES EACH YEAR. THE FOUNDATION PROVIDES FUNDING FOR TICKETS AND BUSING FOR OVER 30,000 STUDENTS TO ATTEND SCHOOLTIME PERFORMANCES EACH YEAR; FUNDING FOR TEACHERS TO SUPPLEMENT THE STUDENTS' EXPERIENCE IN THE CLASSROOM USING ARTS INTEGRATIVE LEARNING TECHNIQUES; FUNDING FOR MASTER CLASSES FOR TEACHERS; AND FUNDING FOR YOUTH, FAMILIES, SENIORS, MILITARY FAMILIES AND INDIVIDUALS TO SEE, EXPERIENCE AND PARTICIPATE IN LIVE SHOWS AND EVENTS.ON SEPTEMBER 6, 2018, THE SARASOTA CITY COMMISSION APPROVED THE BAYFRONT MASTER PLAN WITH A NEW PERFORMING ARTS CENTER AT THE HEART OF THE BAY PARK THAT WILL BECOME THE NEXUS OF PERFORMING ARTS IN OUR REGION FOR GENERATIONS TO COME. THE FOUNDATION AND THE CITY OF SARASOTA HAVE HAD A THRIVING CULTURAL PARTNERSHIP FOR OVER THREE DECADES. ON APRIL 4, 2022, THE FOUNDATION'S PARTNERSHIP ROLE EXPANDED WITH THE SARASOTA CITY COMMISSION APPROVED THE EXECUTION OF A PARTNERSHIP AGREEMENT FOR THE PLANNING, FINANCING, DESIGN, AND CONSTRUCTION OF THE NEW SARASOTA PERFORMING ARTS CENTER. TOGETHER, BOTH PARTIES HAVE LAID THE NECESSARY GROUNDWORK-SURVEYS, FEASIBILITY STUDIES, ENGINEERING STUDIES, AND COST ESTIMATES. THE NEW PERFORMING ARTS CENTER WILL BE MORE THAN A BUILDING. AS A FINANCIALLY ROBUS, YEAR-ROUND CIVIC ASSET, SARASOTA PERFORMING ARTS CENTER WILL ENHANCE SARASOTA'S REPUTATION AS A REGIONAL, NATIONAL, AND INTERNATIONAL CULTURAL DESTINATION. THE BUILDING PROGRAM IS COMMITTED TO ACCESSIBILITY AND UNIVERSAL DESIGN THAT CAN BE USED BY EVERYONE AND WILL INCLUDE A 2,200-SEAT MAIN STAGE INCLUDING CENTER AISLE(S), 300-SEAT FLEXIBLE PERFORMANCE SPACE, EDUCATION AND LIFE LONG LEARNING SPACES, MULTIPLE OUTDOOR PUBLIC PERFORMING SPACES, AND TECHNOLOGY THAT WILL ALLOW PERFORMANCES TO BE SIMULCAST INTO THE PARK. 718054 718054 0 ADDITIONALLY, THE FOUNDATION PROVIDES GRANTS TO THE VAN WEZEL PERFORMING ARTS HALL FOR EDUCATION PROGRAMS AND MAIN STAGE SPONSORSHIPS. 1745058 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X JAMES TRAVERS 9413665578 201 COCOANUT AVE SARASOTA FL 34236 GERALD BILLER DIRECTOR 2.00 X 0 0 0 CHAD CAMPBELL DIRECTOR 2.00 X 0 0 0 MARK FAMIGLIO DIRECTOR 2.00 X 0 0 0 SHARON HILLSTROM DIRECTOR 2.00 X 0 0 0 MICHELE HOOPER DIRECTOR 2.00 X 0 0 0 DR JAIH JACKSON DIRECTOR 2.00 X 0 0 0 DAVID KOFFMAN DIRECTOR 2.00 X 0 0 0 MICHAEL MARTELLA DIRECTOR 2.00 X 0 0 0 DR JOHN MAUPIN DIRECTOR 2.00 X 0 0 0 KARL NEWKIRK DIRECTOR 2.00 X 0 0 0 ROCHELLE NIGRI DIRECTOR 2.00 X 0 0 0 WALT PEARSON DIRECTOR 2.00 X 0 0 0 DRAYTON SAUNDERS DIRECTOR 2.00 X 0 0 0 NANCI ROSS-WEAVER DIRECTOR 2.00 X 0 0 0 CHARLES WILSON DIRECTOR 2.00 X 0 0 0 MICHAEL WILSON DIRECTOR 2.00 X 0 0 0 JAMES TRAVERS CHAIR 3.00 X X 0 0 0 DR JENNE BRITELL VICE CHAIR 3.00 X X 0 0 0 VERN CHALFANT TREASURER 3.00 X X 0 0 0 JULIE HARRIS SECRETARY 3.00 X X 0 0 0 CHERYL MENDELSON CEO 40.00 X 282827 0 10697 LAURA HENNESSEY COO 40.00 X 0 0 0 MARK COLE CHIEF ADVANCEMENT OFFICER 40.00 X 0 0 0 SASHA HAUSMAN DIR. OF ADVANCEMENT 40.00 X 110600 0 8655 393427 0 19352 2 0 1 0 PARATUS GROUPP 552 BROADWAY RM 6N NEW YORK NY 10012 CONSULTING 330500 STUDIO GANG 1520 WEST DIVISION ST CHICAGO IL 60642 ARCHITECTURE & URBAN DESIGN 226320 BASCOM COMMUNICATIONS & CONSULTING LLC 217 SOUTH ADAMS ST TALLAHASSEE FL 32301 STRATEGIC COMMUNICATIONS/PR/PUBLIC AFFAI 129318 HBK CPAS & CONSULTANTS 6603 SUMMIT DR CANFIELDCHICAGO OH 44406 FINANCIAL SERVICES 108838 4 808822 464760 3143592 4417174 280887 280887 6302403 6192806 109597 109597 109597 189684 808822 555001 -365317 -365317 MISCELLANEOUS REVENUE 900099 307 307 307 4442648 0 0 25474 709554 709554 8500 8500 599413 185818 101900 311695 752086 175747 275483 300856 18181 6980 2760 8441 53746 19560 8423 25763 85463 22772 24102 38589 42138 5909 36229 19500 19500 62429 62429 49484 49484 787968 546859 146109 95000 114859 36787 78072 34986 3758 18095 13133 12338 617 1234 10487 10714 10714 GENERAL FUNDRAISING 239166 1529 4657 232980 GENERAL ADMINISTRATION 89436 2057 81356 6023 COMPUTER MAINTENANCE 52214 3018 48857 339 PRINTING 37254 4202 9056 23996 25955 17300 8655 3805384 1745058 816294 1244032 125150 34625 1908882 2182073 60833 28333 51484 80760 238481 177894 43620 60587 15585324 14672158 17775293 17058536 339811 421571 19400 0 359211 421571 X 15086987 14397932 2329095 2239033 17416082 16636965 17775293 17058536 637264 -1416381 0 X X 0 1 X 1 0 X 2540912 1488958 1973710 2410209 4417174 12830963 189684 189684 2540912 1488958 1973710 2410209 4606858 13020647 275298 391394 666692 0 275298 391394 666692 12353955 164677 213348 309723 347719 280887 1316354 164677 213348 309723 347719 280887 1316354 1086 307 1393 2705589 1702306 2283433 2759014 4888052 14338394 0.86160 0.87770 0.09180 0.09850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 47429 47429 0 FORM 990, SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION ENGAGED WITH CAPITAL CITY CONSULTING TO ID STATE APPROPRIATIONS. 15771522 -1005415 9048166 5717941 15676274 1420374 558707 766419 15771522 15384272 100303 191699 15676274 15132777 356495 105000 15384272 4679389 10150000 303388 15132777 0.66550 0.33450 0.00000 0 0 238481 177894 60587 60587 X 3134475 -1416381 157692 -1258689 4393164 49484 49484 4442648 3913592 157692 157692 3755900 49484 49484 3805384 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENTS INCLUDE DONOR-RESTRICTED ENDOWMENTS AND BOARD-DESIGNATED ENDOWMENTS. PART X, LINE 2: THE FOUNDATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION OF THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2022 AND 2021. GALA 998506 808822 189684 82885 46754 77228 189574 158560 998506 808822 189684 82885 46754 77228 189574 158560 555001 -365317 1 VAN WEZEL PERFORMING ARTS HALL CITY OF SARASOTA 777 N TAMIAMI TRAIL SARASOTA FL 34236 596000426 CITY OF SARASOTA 539056 0 DIRECT SUPPORT TO VAN WEZEL PERFORMING ARTS HALL, INCLUDING COMMUNITY EDUCATION/OUTREACH, SPECIAL PROGRAMS, BEAUTIFICATION AND UNIQUE EQUIPMENT NEEDS. VAN WEZEL PERFORMING ARTS HALL CITY OF SARASOTA 777 N TAMIAMI TRAIL SARASOTA FL 34236 596000426 CITY OF SARASOTA 170498 0 PASSTHROUGH GRANTS 1 0 APPLETON AWARD AND MERIT SCHOLARSHIPS 3 8500 PART I, LINE 2: WE OBTAIN REPORTING FROM ANY ORGANIZATIONS THAT ARE PROVIDED GRANTS. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 CHERYL MENDELSON CEO 257827 0 25000 0 0 0 8485 0 2212 0 293524 0 0 0 PART I, LINE 1A MEMBERSHIP IN THE SARASOTA YACHT CLUB FOR USE IN DONOR CULTIVATION AND DONOR RECOGNITION EVENTS. DURING THE TAX YEAR, THE CEO BEGAN RECEIVING GROSSED-UP REIMBURSEMENTS FOR SOCIAL CLUB MEMBERSHIP DUES. PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY A COMMITTEE WHICH WORKS TOGETHER TO AGREE ON SALARY. COMPENSATION STUDIES AND OTHER NON-PROFITS' 990S WERE REVIEWED AS A BASIS FOR SALARY. THE CEO IS GIVEN A WRITTEN EMPLOYMENT CONTRACT. PART I, LINE 5 THE PRESIDENT/CEO RECEIVES A YEAR-END INCENTIVE BONUS, AS DEFINED IN HER EMPLOYMENT CONTRACT. FORM 990, PART I, LINE 6 VOLUNTEERS VOLUNTEERS ASSIST THE FOUNDATION IN VARIOUS ASPECTS. THEY PARTICIPATE IN VARIOUS COMMITTEES TO SUPPORT THE FOUNDATION'S MISSION. THOSE COMMITTEES ARE THE EXECUTIVE COMMITTEE, GOVERNANCE COMMITTEE, STRATEGIC PLAN COMMITTEE, ARTS EDUCATION & COMMUNITY ENGAGEMENT COMMITTEE, AUDIT COMMITTEEE AND FINANCE COMMITTEE. ADDITIONALLY, VOLUNTEERS HELP PREPARE AND CARRY-OUT ALL OF THE FOUNDATION'S PROGRAMMATIC EVENTS. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED A COPY OF FORM 990 FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS RECEIVE A COPY AND SIGN AN AGREEMENT STATING THAT THEY HAVE READ AND RECEIVED A COPY OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY A COMMITTEE WHICH WORKS TOGETHER TO AGREE ON SALARY. COMPENSATION STUDIES AND OTHER NON-PROFITS' 990S WERE REVIEWED AS A BASIS FOR SALARY. THE CEO IS GIVEN A WRITTEN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.