Sarasota Pops Orchestra Inc

Transcription

1 Sarasota Pops Orchestra Inc SUMMARY Mission To present exciting, entertaining and educational musical performances for the greater Sarasota/Bradenton community, explore the symphonic repertoire from traditional to popular and provide an opportunity for our community's finest musicians to perform in a high quality orchestra. Contact Information Primary Address PO Box 1622 Sarasota, FL Alternate Address PO Box 1622 Sarasota FL Phone tickets@thepopsorchestra.org Website Facebook ThePopsOrchestra General Information nprofit Organization Does Business As (DBA) Sarasota Pops Orchestra Inc The Pops Orchestra Former Names 1

2 Sarasota Community Orchestra, Inc Tax Exempt Status Public Supported Charity Incorporation Year 1979 State Charitable Solicitations Permit Sept 2018 State Registration Apr

3 BACKGROUND & NEEDS Impact Statement Accomplishments - Completed a successful season of eight concert performances. - Performed "A Salute to America's Veterans" USO style concert to over 1,300 in vember Presented varied and entertaining concert programs to over 5,000 audience members. - Participated in the Opening Ceremony of the World Rowing Championship in September 2017 to an audience of over 9, Provided an opportunity for over 65 musicians to perform challenging repertoire and the greater Sarasota/Bradenton community with an outstanding community orchestra. Goals: - Expand our audience and donor base. - Engage our musicians with a varied and challenging repertoire. - Collaborate with other arts and community organizations for mutual benefit. - Provide the Sarasota/Bradenton community with concerts that entertain, invigorate and project our passion and enthusiasm, "Music You Love, by Musicians You Know." Needs Statement 1.Fund all musician chairs $500 and $250) 2.Fund a paid Executive Director: $25,000 3.Fund Music Rental, Purchase and Commission: $2,500 4.Fund Concert Hall Expenses: $5,000 5.Fund Stage Manager: $1,000 Background Statement The Pops Orchestra has a unique history. We were founded in 1975 as the Sarasota Community Orchestra under the direction of Arlene Stein. During that first year, the orchestra grew from five to thirty members. Today, the Pops Orchestra is comprised of more than sixty-five musicians including some of the communities finest professionals as well as non-professionals of all ages. The Orchestra reflects the diversity of our community and audience. With a focus on light classical, broadway musical theatre, contemporary and popular music, our concerts are more relaxed than the formal classical orchestra, with an emphasis on providing a fun musical experience for our audience. Our ticket prices are affordable, ranging from $5 for students to $25 for premium seating. Each concert is designed to entertain, invigorate and project our passion and enthusiasm for music and features "something for everyone" to enjoy. Statement from the Board Chair Statement from Board President 1. Board Engagement. The Pops Board of Directors is actively engaged in the management and operations of the Pops. Operating without any paid executive or administrative positions, Board members shoulder responsibilities for Financial Management, House Management, Box Office and Marketing. 2. Annual Grants. We are now receiving annual grants from the Sarasota County Tourist Development Cultural/Arts, the Sarasota and Manatee Community Foundations, the Gulf Coast Community Foundation and the Women s Exchange. 3. MOAA/Pops Partnership. We have joined with the Sarasota Chapter of the Military Officers Association of America to jointly sponsor concerts that honor veterans, inspire patriotism and embrace freedom. With support of local foundations and donors we regularly perform concerts at the Patriot Plaza on the grounds of the Sarasota Memorial Cemetery and a Veterans Day concert as part of our annual concert series. 3

4 4. Musician Remuneration. Section principals receive a stipend for rehearsals and concerts. In 2016 we were able to increase paid positions to include second chair woodwinds. These paid performers lead their sections and enhance the professional sound of the orchestra. 5. Rebranding. We rebranded the Sarasota Pops Orchestra as The Pops Orchestra to better describe our programming and, in using the tag line: Music You Love, Musicians You Know." 6. Donor Base. During the most recent Giving Challenge the Pops continued to increase both its new and returning donors and because of matching grant funds from the Patterson Foundation received nearly $20, Audience Increase. Audience statistics for the concert season reflect a 25% increase over the previous concert year and demonstrates the growth of audience for our Bradenton concerts. In our season subscribers were increased to nearly Challenging Programming. Our season is entitled "A Season of Celebrities" when we feature nationally known guest artists who live in our own community. In our first concert, "Neil Diamond's America" we partnered with the Military Officers Association of Sarasota to celebrate Veterans Day and feature Bobby Palermo was voted "Top Neil Diamond Tribute Artist in Las Vegas." In December nationally acclaimed soprano Jenny Kim-Godfrey joined the Pops for a concert of seasonal holiday music. In February our guest artist is Audrey Landers, who starred in the 1980s television series "Dallas" and also appeared in "Love Boat", "Fantasy Island" and "Dukes of Hazard"and the movie version of "A Chorus Line" and received the 2012 Florida Motion Picture & Television Association's Lifetime Achievement Award. The final concert of the season in March features Emmy Award winner Dick Hyman who is a member of the Jazz Hall of Fame, to perform piano jazz favorites. 9. Strong Collaborations. Pops concerts includes collaborations with other arts organizations and local artists. 10. Community Involvement. As part of our partnership with the Military Officers Association of Sarasota, the Pops awarded $4,000 in profits from the Veterans concert performances to the MOAS scholarship program to benefit returning veterans needing financial assistance to attend our local colleges and technical schools. We also face significant challenges: 1. Executive Director. To advance to the next level the Pops needs a paid executive director capable of guiding the work of volunteers, provide additional development capacity and assume the administrative responsibilities common in a small-medium size business that is the Pops. 2. Long-term Fiscal Stability. With only 50% of the Pops budget from ticket sales we have a constant challenge to identify new and cultivate existing funding sources. We have significantly increased our season ticket subscribers and have a robust Fund Raising Plan to provide a continuing base of donor support. 3. Board Development. The Pops must move to the next level by developing a five-year Strategic Plan, establishing long-range funding goals and building well-defined relationships within the greater Bradenton/Sarasota community. 4. Grow our Collaborative Relationships with Other Arts Organizations. The Pops continues to include sister arts organizations and performers in our programming. We are working to expand these existing relationships and explore additional collaboration opportunities in administrative areas such as ticketing and marketing where there is a potential for cost savings and improved benefit. 5. New Technologies. We need to look to new technologies that can redefine how we can create and distribute content and interact with our audiences. This includes greater audience engagement during concerts through the use of social media and expanding our offerings to underserved portions of the community. Statement from the CEO/Executive Director 4

5 The Pops Orchestra currently does not have an Executive Director. Areas Served FL- Manatee FL- Sarasota Greater Sarasota/Bradenton community Service Categories Primary Organization Type Arts,Culture & Humanities 5

6 PROGRAMS "From Dallas With Love" February 11 & 12, 2018 Description Who shot JR? Audrey Landers promises it wasn't her. In February the Pops shares the stage with a favorite character actor who starred in the 1980's series "Dallas", "The Dukes of Hazard", "Love Boat" and "MacGyver." Audrey toured with Bob Hope, starred in the movie version of "A Chorus Line" and has sung with Billy Crystal, Glen Campbell, Rick Little and more. She is a 2012 Florida Motion Picture & Television Hall of Fame Lifetime Achievement Award winner. She will perform her favorite songs from the Great American Songbook. Budget $15, 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 Music Families Aging, Elderly, Senior Citizens Children and Youth (0-19 years) 85% of audience members will agree or strongly agree that the concert was a meaningful artistic and cultural experience. To present high-quality performances which appeal to diverse audiences and promote cultural excellence in our community. Obtain immediate audience reaction through observation, interaction and comments. End of concert feedback is obtained using program insert surveys and web-based collection of patron satisfaction. Growth of 10% year-over-year in returning audience members. A demand for a variety of musical programming. Growth of musicians in their technique, ensemble playing and overall quality of performance. 6

7 "Hyman in the House" March 25 & 26, 2018 Description The season finale brings jazz piano legend Dick Hyman to share his talents as composer, arranger, and pianist and bring the audience to its feet. This famous Emmy Award winner and member of the Jazz Hall of Fame performs his most famous jazz songs and arrangements, accompanied by the Pops Orchestra. Budget $15, 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 Music Families Aging, Elderly, Senior Citizens Children and Youth (0-19 years) 85% of audience members will agree or strongly agree that the concert was a meaningful artistic and cultural experience. To present high-quality performances which appeal to diverse audiences and promote cultural excellence in our community. Obtain immediate audience reaction through observation, interaction and comments. End of concert feedback is obtained using program insert surveys and web-based collection of patron satisfaction. Growth of 10% year-over-year in returning audience members. A demand for a variety of musical programming. Growth of musicians in their technique, ensemble playing and overall quality of performance. 7

8 Concert Season Description *** THIS IS A NEW PROGRAM/SEASON *** The Pops will produce at least four full concerts during the season, with each concert performed twice, once at the Riverview Performing Arts Center on the grounds of Riverview High School, and once at the Neel Performing Arts Center on the campus of the State College of Florida. In addition we look for opportunities to perform at other locations, including Patriot Plaza and other local venues. Budget $70, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Arts, Culture & Humanities, General/Other Music Performances Presenting Families Elderly and/or Disabled To expand the audience base, highlight the arts and culture of the community and communicate to our audience members the story of a vibrant arts community with opportunities for all to enjoy as an audience member, patron or performer. 1. Establish long-term relationships between the Pops Orchestra and its players, audience, donors and community arts partners. 2. Nurture participation by non-traditional and/or underserved audiences. Program Success Monitoring The program demonstrates both creativity and integrity in balancing the orchestra s mission with community needs and characteristics The program leverages opportunities to embrace distinctive aspects or qualities of the community The ideas, approaches and strategies applied are useful in development of future. Program Success Examples 1. Increased audience members season over season. 2. Add to our season subscriber base, demonstrating the value community members see in our programming. 3. Increase donor participation. Comments Program Comments by Organization Our season marks the 42nd year of the Pops Orchestra. Begun as a fledgling ensemble created to provide performance opportunities for volunteer musicians it has evolved into a fully professional orchestra. The Pops now numbers over sixty-five musicians strong, drawn from throughout the greater Sarasota/Bradenton community. In 2014 we rebranded ourselves as the "Pops Orchestra" with the tag line Music You Love, Musicians You Know to better reflect the programming we feature and the community base shared by both our musicians and audience. In each of our concerts we partner with local artists and organizations including instrumental and vocal soloists, 8

9 local choral and instrumental groups and associations that include arts sponsorship within their mission. Our season will continue our vision to be a catalyst for arts collaboration. We will strengthen our relationships with our local veterans organizations (spearheaded by the Military Officers Association of America, Sarasota Chapter), local colleges including the State College of Florida and the Ringling School of Art and Design and sister arts organizations including Gloria Musicae and the Manatee Concert Band. Such collaborations expand the audience base for both the Pops and our arts partners, highlight the arts and culture of Sarasota and communicate to our audience members the story of a vibrant arts community with opportunities for all to enjoy as an audience member, patron or performer. 9

10 MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Executive Director Staff & Volunteer Statistics Full Time Staff 0 Part Time Staff 0 Staff Retention Rate % Professional Development N/A Contractors 0 Volunteers 80 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A N/A N/A Collaborations State College Florida Florida Studio Theatre West Coast Black Theatre Troupe Riverview High School Manatee Concert Band Diversity Choir Gloria Musicae Military Officers Association of America, Sarasota Chapter Stars and Stripes Foundation Comments Management Comments by Organization Currently our organization is lead by unpaid volunteers. To meet the needs of our community, expand our programming, build larger audiences and establish long-term fiscal stability we need to engage a paid Executive Director to increase our organizational and financial capacity. This is a priority for this year. 10

11 GOVERNANCE Board Chair Board Chair Jack Barnett Company Affiliation Retired Board Term May 2016 to Apr 2018 Board Chair Board Members Name Affiliation Status Carolyn Angiolillo Community Volunteer Voting Jack Barnett Robyn Bell Lori Dorman Randy Gilmore Jane Hoffman Retired Federal Government Executive Director of Instrumental Music, State College of Florida Partner, Law Offices of Baker, Paul and Dorman President, Marching Band Concepts Professional Musician and Teacher Voting Voting Voting Voting Voting David Lloyd SRQ Wealth Management Voting Brian McCarthy Rudy Philippus Partner, Black Sail LLC (Real Estate) Voting Frontier Communications Manager Voting Jim Smith Marketing Professional Voting Tom Tollette Financial Services Executive Voting Kelly Westover Carol Whitfield Sarasota County Government Manager Mary Kay Representative and Musician Voting Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 13 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 7 Female 6 11

12 t Specified 0 Governance Board Term Lengths 2 Board Term Limits 99 Board Orientation Number of Full Board Meetings Annually 11 Board Meeting Attendance % 70 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 50 Constituency Includes Client Representation Standing Committees Communications / Promotion / Publicity / Public Relations Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Marketing Finance Comments Governance Comments by Organization The Pops faces the following governance challenges: 1.Executive Director. To advance to the next level the Pops needs an executive director capable of directing the workload of volunteers, provide additional development capacity and assume the administrative responsibilities common in a small-medium size business that is the Pops. ACTION: We have developed a position description, interviewed other EDs working in the field, established a salary range and are working to identify funding sources for this part-time position. 2.Long-term Fiscal Stability. With only 50% of the Pops budget from ticket sales we have a constant challenge to identify new and cultivate existing funding sources. ACTION: We have added board members who have strong development experience and are developing a strategic plan that will include a development component. 3.Board Development. The Pops must move to the next level by developing a five-year Strategic Plan, establishing long-range funding goals and building well-defined relationships within the greater Bradenton/Sarasota community. ACTION: Development of a 5-Year Strategic Plan is underway. 4.Grow our Collaborative Relationships with Other Arts Organizations. The Pops has invited many other local arts organizations in our community to join in our musical offerings. We need to expand these collaborative relationships and explore additional opportunities to cooperate. There are a variety of administrative areas including joint ticketing and shared marketing that have the potential for cost savings and improved benefit. ACTION: We have established significant relationships with nearly a dozen sister arts organizations and regularly include them in our programming. We are participating in an effort to grow a consortium of arts organizations to share administrative activities. 5.New Technologies. We need to look to new technologies that can redefine how we can create and distribute content and interact with our audiences. It could include more audience engagement during concerts to use of social media, to expanding our offerings to underserved portions of the community. ACTION: We have appointed a Social Media person to manage the Pops Facebook and Twitter accounts and build our social media friends base. 12

13 FINANCIALS Current Financial Info Tax Year Begins 2017 Tax Year Ends 2018 Projected Revenue $98, Projected Expenses $96, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $12, Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 IRS Form 990s 2016 Form 990-EZ 2015 Form Form Form 990-EZ 2012 Form 990-EZ 2011 Form Form Form Form Form 990 Audit/Financial Documents 2017 Compilation 2016 Compilation 2015 Compilation 2014 Compilation 2013 Compilation 2012 Compilation Solvency Short Term Solvency 13

14 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 $127,912 $92,767 $77,553 Total Expenses $112,327 $98,006 $68,889 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $52,324 $48,792 $27,784 Indirect Public Support $0 $0 $0 Earned Revenue $63,521 $38,966 $48,663 Investment Income, Net of Losses $1,079 $291 $3 Membership Dues $275 $1,240 $1,020 Special Events $0 $0 ($680) Revenue In-Kind $0 $0 $0 Other $10,713 $3,478 $763 Expense Allocation Fiscal Year Program Expense $91,673 $89,022 $68,889 Administration Expense $20,654 $8,984 $0 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 82% 91% 100% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Fiscal Year Total Assets $34,633 $19,549 $25,338 Current Assets $30,957 $4,309 $18,710 Long-Term Liabilities $0 $0 $0 Current Liabilities $449 $950 $1,500 Total Net Assets $34,184 $18,599 $23,838 Top Funding Sources 14

15 Fiscal Year Top Funding Source & Dollar Amount Program Service Revenue $63,521 Contributions, gifts, grants $48,792 Program Service Revenue $48,663 Second Highest Funding Source & Dollar Contributions, gifts, Program Service Contributions, gifts, Amount grants $52,324 Revenue $38,966 grants $27,784 Third Highest Funding Source & Dollar Amount Other $10,713 Other $3,478 Membership Dues $1,020 Comments Financial Comments by Organization 1.Long-term Fiscal Stability. With less than 50% of the Pops budget from ticket sales we have a constant challenge to identify new and cultivate existing funding sources. ACTION: We have added board members who have strong development experience and are developing a strategic plan that will include a development component. Financial Comments by Foundation Financial information taken from IRS Form 990-EZ and audited compilations. Individual contributions include foundation and corporate support. Federal tax return reconciles with audited financial compilations. 15

16 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Risk Management Policy Commercial General Liability Whistle Blower Policy Document Destruction Policy Affiliations Affiliation Year Arts & Cultural Alliance of Sarasota 0 Greater Sarasota Chamber of Commerce 2016 Manatee Chamber of Commerce 2016 Manatee County Cultural Alliance 0 Awards & Recognition Award/Recognition Organization Year Outstanding Contributions to Music Education and Performance Sarasota Music Club 2015 Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created Copyright