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SARASOTA ORCHESTRA Organization Name provided in the GuideStar Exchange* as of 01/02/2014: SARASOTA ORCHESTRA

Organization Name as listed in the IRS Business Master File as of 06/09/2014: 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 01/02/2014: SARASOTA ORCHESTRA

Organization Name as listed in the IRS Business Master File as of 06/09/2014: 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 
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

The mission of the Sarasota Orchestra is to promote symphonic and chamber music locally, statewide, and nationally by presenting performances of the highest artistic excellence, providing broad-based education programs of superior quality and making both available to the broadest possible constituency.

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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January 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
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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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January 2014)

Joseph McKenna

Term:

Since 2001

Board Chair (GuideStar Exchange,
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January 2014)

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Board Co-Chair (GuideStar Exchange,
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January 2014)

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Board of Directors (GuideStar Exchange,
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January 2014)

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Board Leadership Practices (GuideStar Exchange,
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January 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 January 2014

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Programs

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

Budget:
$6,130,101
Category:
Arts, Culture & Humanities, General/Other
Population Served:
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 include a series of multiple performances that 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:

During the 2011-2012 concert season the organization has advanced its reputation through innovative program offerings. This year, the Masterworks Series has brought five acclaimed guest conductors from across the country. The success of the Pops Series has been evidenced by sold out concerts and enthusiastic responses by audiences. Our Great Escapes Series and Chamber Music Concerts are showing similar success at the box office and our Journeys to Genius Series continues to court audiences looking for innovation, high artistic standards and a higher level of stimulation through the use of video and clever narration. The organization has also demonstrated community leadership with its September 11 Remembrance Concerts in cooperation with the Community Foundation of Sarasota County, the Gulf Coast Community Foundation, Van Wezel Performing Arts Hall and other local organizations. The Sarasota Orchestra has emerged as a leader in collaborative programming throughout 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 five major series (Masterworks, Pops, Great Escapes, Journeys to Genius 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, New College Music Department, Van Wezel Performing Arts Hall, Community Foundation of Sarasota County and the Gulf Coast Community Foundation. For the most recently completed season (2010-2011), the Orchestra exceeded its annual ticket sales goal by $22,000, only the second time in its history that total ticket sales exceeded $2 million.

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

Budget:
$372,261
Category:
Arts, Culture & Humanities, General/Other
Population Served:
Children and Youth (infants - 19 years.)

Program Description:

The Sarasota Youth Orchestra is comprised of five 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, culminating in 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 nearly 15,000.

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 Orchestra enrollment has increased by 12 percent. Summer Music Camp enrollment has increased by 19 percent during the same period. In 2010-2011, through the generosity of donors, we were able to award nearly $40,000 in tuition and admission waivers to 256 students. During that same time period, nearly 60 Sarasota Youth Orchestra students received $15,239 in private lesson scholarships, and $8,000 was given to 9 college-bound seniors to further their studies in music. In addition to reaching more students, the quality of the educational experience has risen considerably in large part because of 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 Orchestra enrollment for the 2011-2012 season increased 12%; 2011 Summer Music Camp participation was up 19% over that of 2010. In 2011-2012, 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 (Victor Fernandez 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 and Cynthia Wiley, both 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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January 2014)

Budget:
$468,343
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 Harvard faculty member. More than 40 faculty and 58 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 most recently completed Festival, our student musicians have become a more prominent feature and it has resulted in a renaissance for the Sarasota Music Festival. Festival Artistic Director and widely noted Mozart scholar, Robert Levin, has introduced new faculty as part of the Festival's re-launch. The changes resulted in an 8 percent growth in ticket revenue for the most recently completed Festival.

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, $119,703 in 2010 and $129,723 in 2011. Varied musical formats and more human interest programming has contributed to the success of the Festival.
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Impact Summary from the Nonprofit

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