Southwest Florida Ballet Inc Dba Swfl Ballet
Nonprofit profile at a glance
- EIN
- 991045647
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990-EZ 2025
- Location
- Fort Myers, FL, USA
- Phone
- 2397907688
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Performing Arts Schools
Reported finances
- Revenue
- $113,257
- Expenses
- $123,023
- Assets
- $7,276
- Liabilities
- $18,835
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Thomas Burt (President, Trustee)
- Kimberly Paulus (Vice President, Trustee)
People named in this filing
- Thomas Burt (President, Trustee)
- Kimberly Paulus (Vice President, Trustee)
- Carol Mirando (Treasurer, Trustee)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide classical ballet education, technical dance training, and artistic enrichment to students of all ages and skill levels in Southwest Florida.
What it reported doing in 2025
SWFL Ballet produced and presented two full-scale classical ballet performances: the Ballet Gala in June 2025 and The Nutcracker Suite in December, collaborating with local dance students to provide vital stage experience. Advanced arts education through community outreach, including a joint performance with a local orchestra at the Florida Early Music Festival ("Bach Movements and Songs") in March, and a public street performance at a local Christmas Fair in December. These events reached over 200 community members through participation, volunteering, and attendance, while fostering cross-disciplinary collaboration in the local arts.
Operating model
- Revenue model
- Earned-program. 88% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 82
- Sustainability: 17
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90.9%; rating input score 91
- Program expense ratio: 83.7%; rating input score 84
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -8.6%; rating input score 15; 15th percentile among comparable filings
- Total-asset coverage ratio: 0.06; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: 2.59; rating input score 2; 2nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 4.8% per year; rating input score 100; 44th percentile among comparable filings
- Revenue growth: 16.2% per year; rating input score 100; 77th percentile among comparable filings
- Asset growth: 83% per year; rating input score 100; 97th percentile among comparable filings
Details
- Where the money goes: 90.9% of revenue deployed · 83.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $103K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 15/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- High — Sustainability: Liabilities to assets ratio scored 2/100.