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SARASOTA ORCHESTRA Organization Name provided in the GuideStar Exchange* as of 10/30/2014: SARASOTA ORCHESTRA

Organization Name as listed in the IRS Business Master File as of 10/17/2014: FLORIDA WEST COAST SYMPHONY INC

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AKA  Sarasota Orchestra
Sarasota, FL
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is not available
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Basic Organization Information

SARASOTA ORCHESTRA Organization Name provided in the GuideStar Exchange* as of 10/30/2014: SARASOTA ORCHESTRA

Organization Name as listed in the IRS Business Master File as of 10/17/2014: FLORIDA WEST COAST SYMPHONY INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: Sarasota Orchestra
Physical Address: Sarasota, FL 34236 4047
EIN: 59-2603081
Web URL: www.SarasotaOrchestra.org 
NTEE Category: A Arts, Culture, and Humanities
A69 Symphony Orchestras
B Educational Institutions
Ruling Year: 1986 


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Mission Statement

We engage, educate and enrich our community through high-quality, live musical experiences.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses

(GuideStar Exchange,
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October 2014)

Fiscal Year Starting: August 01, 2013
Fiscal Year Ending: July 31, 2014

Total Revenue --
Total Expenses --

Revenue & Expenses

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

(GuideStar Exchange,
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October 2014)

Joseph McKenna

Term:

Since 2001

Profile:

Joseph McKenna is an established leader and visionary administrator. During his 13 year tenure at the Orchestra, he has guided the organization through a period of unprecedented artistic growth which has seen the unionization of the Orchestra, a doubling in the size of the Orchestra's endowment corpus, the re-launch of the Orchestra's brand, and most recently, completed the Orchestra's first global search for a new Music Director. Prior to coming to Sarasota, Joe was Managing Director of the Cedarburg Performing Arts Center, Cedarburg, Wisconsin, where he supervised the final stages of construction and successfully opened greater Milwaukee's newest multi-million dollar performing arts venue. Prior to heading up the Cedarburg Performing Arts Center, McKenna served as Executive Director of the Great Woods Educational Forum in Mansfield, Massachusetts, while concurrently serving as Music Director and Conductor of the Southeastern Massachusetts Wind Symphony and Conductor of the Wheaton College Chamber Orchestra. Promoted to Assistant Professor at Wheaton College in 1996, McKenna also volunteered as a music instructor for the SPES Program, an inner city youth program serving the Dorchester, Mattapan, and Roxbury neighborhoods of Boston. A graduate of the New England Conservatory of Music, McKenna holds degrees in Trombone Performance and Music Education with distinction.

Board Chair (GuideStar Exchange,
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October 2014)

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Board Co-Chair (GuideStar Exchange,
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October 2014)

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Board of Directors (GuideStar Exchange,
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October 2014)

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Board Leadership Practices (GuideStar Exchange,
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October 2014)
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Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in October 2014

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Programs

Program: Sarasota Orchestra Season Programming (GuideStar Exchange,
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October 2014)

Budget:
$6,130,101
Category:
Arts, Culture & Humanities, General/Other
Population Served:
General Public/Unspecified
General Public/Unspecified
General Public/Unspecified

Program Description:

The Sarasota Orchestra concert season includes orchestra concerts, chamber orchestra events and chamber ensemble performances. Our programming specifically aims to attract new audiences with innovative programs, foster cultural tourism and strengthen the region's cultural arts by presenting an array of traditional classics, light classics, pop programs and chamber music. The Sarasota Orchestra presents over 125 performances annually, which feature renowned guest artists from around the world.

Program Long-Term Success:

The Sarasota Orchestra was founded in 1949 by a group of dedicated Florida music lovers from Sarasota, Bradenton and Venice, who were committed to building a resident orchestra in their community. Today, it is the oldest continuing orchestra in the State of Florida and a cornerstone of the cultural life of Sarasota, Manatee and Charlotte Counties. The Sarasota Orchestra is recognized for its unique, multi-faceted profile, which combines a dual commitment to performance and education, while promoting the highest standards of excellence in orchestral and chamber music. In a visionary effort to claim its future, the Orchestra stepped out by re-launching its brand in 2008 to meet changes brought on by dramatic shifts in demographic trends, the influence of technology in the lives of patrons, and the re-defined economic landscape.

Program Short-Term Success:

The recently completed season (2012-13) has featured many highlights. First and foremost, the Sarasota Orchestra concluded its Music Director search by appointing Estonian-born Anu Tali as the fifth Music Director in our 65 year history.Our Pops series successfully doubled in size (from 3 performances to 6) and our overall ticket sales budget was exceeded by 1%.Our Sarasota Youth Orchestras enrollment has grown by 46% from 204 to 298 over the past five years. Shortly after presenting the 49th installment of the Sarasota Music Festival, the Beatrice Friedman Symphony Center completed a $1M rehabilitation project to better serve the region.

Program Success Monitored by:

The success of our programming is evaluated for its artistic quality, audience growth and our overall inclusiveness. Evaluation of our artistic offerings is done by our Artistic Staff. Documenting audience reaction and analyzing music reviews are part of the evaluation. To evaluate the quality of concert programming, our marketing staff regularly analyzes press reviews and articles and distributes audience surveys to attendees of select season concerts. Focus groups are often utilized to garner feedback about various programs and to inform decisions before new programs are implemented.

Program Success Examples:

More than anything, success is first measured by its artistic quality and impact with audiences.The variety of programming over the major series (Masterworks, Pops, Great Escapes and Chamber Music) has proved to attract diverse audiences. Collaboration with a wide array of community organizations has also been part of the organization's winning formula. Recent and ongoing collaborations include projects with Sarasota Opera, Sarasota Ballet, Gloria Musicae, Jewish Family Children Services and New College Music Department.

Program: Sarasota Orchestra Education Programs (GuideStar Exchange,
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October 2014)

Budget:
$337,620
Category:
Arts, Culture & Humanities, General/Other
Population Served:
Children and Youth (infants - 19 years.)
Children and Youth (infants - 19 years.)
Children and Youth (infants - 19 years.)

Program Description:

The Sarasota Youth Orchestras are comprised of seven youth orchestras, from beginning strings to the advanced Youth Philharmonic. Some 298 students currently participate in the Youth Orchestra program. For three weeks each July, nearly 300 area students participate in the Summer Music Camp. The camp meets every day and concludes with a recital for parents and the community. The annual Young Person's Concerts engage 10,000 fourth and fifth grade students from schools in the tri-county area in a flexible, twenty-six week, in-school preparation/study session, including a concert by the Sarasota Orchestra held at a professional performance venue. Other outreach includes Orchestra musicians performing and coaching in area schools and community venues. The total number of children and family members served by the Sarasota Orchestra educational outreach each year is more than 10,000.

Program Long-Term Success:

For more than 50 years, our education programs have nurtured thousands of talented young music students, many who have gone on to careers in music as performers, teachers, and composers. Past alumni are members of the Sarasota Orchestra and other major symphony orchestras nationwide. All participants in our programs have gained a much deeper understanding and appreciation of classical and chamber music which shapes them for a lifetime, both in their support of the performing arts and in developing an understanding and appreciation of music in their own children.

Program Short-Term Success:

Participation in the Sarasota Orchestra's educational programming has been increasing over the last several years. Since 2009, Sarasota Youth Orchestras enrollment has increased by 46 percent. Summer Music Camp enrollment has increased by 33 percent during the same period. In 2013-14, through the generosity of donors, we were able to award over $86,000 in tuition and admission waivers to 343 students. During that same time period, nearly 60 Sarasota Youth Orchestras students received $19,169 in private lesson scholarships, and an additional $15,300 was given to enable students to attend summer camps and universities to further their studies in music. In addition to reaching more students, the quality of the educational experience has risen considerably due in large part to the distinguished faculty from the greater central Florida region.

Program Success Monitored by:

Our educational programming effectiveness is evaluated by: the return rate of students; the improvement in playing ability of Youth Orchestra students over the course of the season and from one year to the next; the number of students recruited into the program; and input from music coaches, teachers and parents.

Program Success Examples:

The Sarasota Youth Orchestras enrollment for the 2013-14 season increased 20%; 2013 Summer Music Camp participation was up 6% over that of 2012. In 2011, we were fortunate to recruit the finest instructors to enhance the experience for our area youth. Noted Florida educator Rob Lambert from the Harrison School for the Arts joined our faculty. As part of our collaboration with the Manatee and Sarasota School Districts, we have successfully secured the string orchestra teachers (David Pope, Celia Sperotta and Emily Suydam) at each county's arts magnet middle school. This has proved vital to strengthening our program and contributing to our success. Susan Hines, Daniel Boyd and Christopher Allen, all highly regarded educators in the state of Florida, round out our superior team of educators.

Program: Sarasota Music Festival (GuideStar Exchange,
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October 2014)

Budget:
$430,902
Category:
Arts, Culture & Humanities, General/Other
Population Served:
General Public/Unspecified

Program Description:

The Sarasota Music Festival is one of the premier chamber music festivals in the United States, celebrating its 50th anniversary in 2014. For three weeks each June, we transform Sarasota County into a springboard for the training and promotion of outstanding college-aged musicians, while providing a performance platform for some of the world's most distinguished chamber musicians and faculty. This three-week residency program selects approximately 60 students each year from more than 400 applications, representing the world's top colleges and music conservatories. Students receive individual and ensemble training, coaching and mentoring from a faculty roster of exceptional, world-famous professors, scholars and musicians. With a dual focus on education and performance, the Festival offers an intense daily schedule of chamber music, master classes, coaching sessions, public lectures, demonstrations, open rehearsals and concert performances.

Program Long-Term Success:

The Sarasota Music Festival, founded by Paul Wolfe, began in 1965 as a one week event with seven guest artists. Within two years, the Festival grew to three weeks and succeeded in attracting national attention. By 1985, the Sarasota Music Festival came under the auspices of the Sarasota Orchestra. Today, the Festival is led by Robert Levin, a distinguished musician, renowned Mozart scholar and former Harvard faculty member. More than 40 faculty and 60 students converge on Sarasota from around the globe for this premier, three week Festival of international acclaim. As a result of its long and distinguished record, the Sarasota Music Festival has garnered the noteworthy claim by the State of Florida as the State's official teaching Festival.

Program Short-Term Success:

During the last few Sarasota Music Festivals, our student musicians have increasingly become a more prominent feature of the Festival. Artistic Director and widely noted Mozart scholar, Robert Levin, has introduced new faculty as part of the Festival's re-launch, including these past students of the Festival: Christina Jennings, Noah Bendix-Balgley, Cristina Valdes and Eric Stomberg.

Program Success Monitored by:

The success of the Sarasota Music Festival is evaluated by: the growth of our audience; feedback from instructors and students; media reviews and articles; and surveys of audience members.

Program Success Examples:

In 2010, some 342 young musicians applied to the 2010 Festival. That number grew to 394 in 2011 and 445 for the 2012 Festival. Ticket sales income has risen steadily as well: $89,970 in 2009 to $138,543 for 2013. Varied musical formats and more human interest programming has contributed to the success of the Festival.Past Sarasota Music Festival participants now hold positions with the following esteemed musical organizations: The Chicago Symphony Orchestra, the Philadelphia Orchestra, the New York Philharmonic, the Boston Symphony Orchestra, the Dallas Symphony, the Los Angeles Philharmonic and the Atlanta Symphony Orchestra, among others.
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Impact Summary from the Nonprofit

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