ORCHESTRA STATISTICAL REPORT SEASON

Transcription

1 ORCHESTRA STATISTICAL REPORT SEASON Welcome to the combined *Fiscal Year 2015* Cultural Data Profile (CDP) and League of American Orchestras' Orchestra Statistical Report (OSR) Survey! Thank you for participating. If you have already completed a CDP for Fiscal Year 2015, or have one in progress, you will need to follow specific setup instructions, available at Please also take a minute to read the League s Three Top Tips," linked from the start page. Once you are logged in, you will be asked for the following: Financial Data CDP: Overall revenues, expenses and balance sheet OSR: Orchestra-specific revenue (e.g. ticket and subscription sales), expenses (e.g. concert production expenses) and endowment information Participation and Program Information CDP: Program overview OSR: Orchestra-specific participation and program details (e.g. attendance and revenue breakdowns by performance type; Education and Community Engagement activity) Orchestra Demographics For more help, contact the DataArts Support Center at help@culturaldata.org or call DATA (3282). The deadline to submit your completed survey is October 31, Visit to get started. Thank you again for participating!

2 Table of Contents Section Description Page # Revenue Revenue Earned Revenue 4 Investment Revenue 4 Other Non-Operating Revenue 5 Summary 5 Membership 5 Subscriptions 5 Contributors 6 Net Assets Released from Restriction Details 6 Special Events 6 In-Kind Revenue Detail 7 EXPENSE Expenses Personnel Expenses 8 Payments to Artists and Performers 8 Non-Personnel Expenses 8 Non-Operating Expenses 9 Summary 9 Change in Net Assets 9 Workforce (Staff, Board and Volunteers) 9 Workspace 10 Marketing 10 Social Media and Web 10 BALANCE SHEET Balance Sheet Assets 11 Liabilities 11 Net Assets 11 Endowment and Reserve Funds 11 Board-Designated Endowment 12 Term Endowment 12 Permanent Endowment 12 Reserve Funds 13 Fixed Assets Details 13 Loan Details 13 ORCHESTRA FINANCIAL DETAILS Orchestra Financial Details Earned Revenue Details - Subscriptions 15 Earned Revenue Details - Single Tickets 15 Earned Revenue Details - Group Sales 16 Earned Revenue Details - Other Revenue 16 Contributed Revenue 17 Endowment/Reserve Fund Details 17 Program Expense Details 17 Artists and Performers Details 18 PROGRAM ACTIVITY Program Activity Advocacy 20 Broadcasting 20 Classes/Workshops 22 Commissioning Works 22 Competitions 22 2

3 Table of Contents Conferences 22 Consulting/Fee-for-Service Work 23 Developing Works 23 Grantmaking 25 Lectures 27 Loan Programs 27 Open Rehearsals 27 Performances 27 Private Lessons 28 Programs in Schools 28 Provide Space 29 Research 30 Residencies 30 Screenings 30 Other Programs 30 Program Activity 30 Constituencies Served 31 ORCHESTRA PROGRAM DETAILS Orchestra Program Details Program Details - Series Performances 33 Program Details - Special/Non-Series Performances 33 Program Details - EdCE 33 Program Details - Tour Performances 33 Program Details - Other 34 ORCHESTRA DEMOGRAGPHICS Orchestra Demographics Demographics 36 3

4 Revenue Earned Revenue Unrestricted Temporarily Restricted* Food and Concessions Revenue $ $ Gift Shop and Merchandise Sales $ $ Parking Fees $ $ Advertising Revenue $ $ Sponsorship Revenue $ $ Membership Revenue* $ $ Revenue from Full Subscriptions* $ $ Revenue from Partial Subscriptions* $ $ Single Ticket Sales* $ $ Group Ticket Sales* $ $ Touring Fees* $ $ Media Subscription Revenue* $ $ Broadcast Subscription Revenue* $ $ Publication Sales* $ $ Royalties, Rights, and Reproductions* $ $ Admissions* $ $ Guided or Group Tour Revenue* $ $ Gallery Sales* $ $ Space Rentals* $ $ Equipment or Other Rentals* $ $ Contracted Services* $ $ Loan Interest* $ $ Application Fees* $ $ Fiscal Sponsorship Administration Fees* $ $ Tuition and Registration Fees* $ $ Other Program Revenue $ $ Other Earned Revenue $ $ Note: *Starred line items only appear if applicable to your organization, based on program activities or other options selected in the Data Profile Investment Revenue - Non-Operating* $ $ $ Contributed Revenue Trustee/Board Contributions $ $ $ Individual Contributions $ $ $ Corporate Contributions $ $ $ Foundation Contributions $ $ $ City Government Contributions $ $ $ County Government Contributions $ $ $ State Government Contributions $ $ $ Federal Government Contributions $ $ $ Total Government Contributions $ $ $ Tribal Contributions $ $ $ Parent Organization Support* $ $ $ In-Kind Contributions $ $ $ Other Contributions $ $ $ Net Assets Released from Restriction $ $ $ 4

5 Revenue Cash Contributions - Non-Operating* $ $ $ In-Kind Contributions - Non-Operating* $ $ $ Is any of your contributed revenue from special events? Are you in the middle of a capital campaign? o Yes o No o Yes o No Other Non-Operating Revenue Transfers and Reclassifications * $ $ $ Other Non-Operating Revenue * $ $ $ Summary Earned Revenue calc. calc. calc. Investment Revenue calc. calc. calc. Total Operating Revenue calc. calc. calc. Prior Period Adjustments $ $ $ Total Non-Operating Revenue * calc calc. calc. Total Revenue calc. calc. calc. *The section below appears if you indicate that you have a membership program in the Data Profile Membership Paid Free Organizational Members n. n. Individual Members n. n. Other Memberships n. n. New Returned Lapsed Organizational Member Status n. n. n. Individual Member Status n. n. n. Other Member Status n. n. n. High Low Price Range - Organizational Membership $ $ Standard Price Range - Individual Membership $ $ Standard Price Range - Other Memberships $ $ *The section below appears if you indicate that you have a subscription program in the Data Profile Subscriptions Tickets Sold Subscribers 5

6 Revenue Full-Season Subscription Program n. n. Partial-Season Subscription Program n. n. Subscriber Status n. n. n. High Low Full-Season Subscription Price Range n. n. *The questions below appears if you indicate that you have a media subscription program in the Data Publication Subscribers Broadcast Subscribers n. n. Contributors Trustee/Board Contributors n. Individual Contributors n. Corporate Contributors n. Foundation Contributors n. City Government Contributors n. County Government Contributors n. State Government Contributors n. Federal Government Contributors n. Tribal Contributors n. The section below appears if you enter a value greater than $500,000 in Net Assets Released - Net Assets Released from Restriction Detail Trustee/Board Contributions Released from Restriction Individual Contributions Released from Restriction Corporate Contributions Released from Restriction Foundation Contributions Released from Restriction City Government Contributions Released from Restriction $ $ $ $ $ County Government Contributions Released from Restriction $ State Government Contributions Released from Restriction $ Federal Government Contributions Released from Restriction $ Tribal Contributions Released from Restriction $ Other Contributions Released from Restriction $ Total Contributions Released from Restriction $ *The section below appears if you answer yes to "Is any of your contributed revenue from special Special Events Description of Special Events Special Events Contributed Revenue - Gross $ Special Events Contributed Revenue - Net $ Individuals Corporations Other Contributors, Underwriters, and Sponsors n. n. n. Contributed Revenue Lines Containing Special Events Revenue Drop-down menu of contributed revenue line items 6

7 Revenue *The section below appears if you enter a value greater than $25,000 in In-Kind Contributions - In-Kind Revenue Detail In-Kind Independent Contractors $ In-Kind Professional Fees $ In-Kind Advertising and Promotion $ In-Kind Conferences and Meetings $ In-Kind Insurance $ In-Kind Occupancy $ In-Kind Office and Administration $ In-Kind Printing and Postage $ In-Kind Travel $ In-Kind Other Expenses $ In-Kind Other Expenses - Description $ In-Kind Land $ In-Kind Buildings $ In-Kind Construction in Progress $ In-Kind Capitalized Equipment $ In-Kind Leasehold Improvements $ In-Kind Other Capitalized Assets $ In-Kind Total $ 7

8 Expenses Personnel Expenses Program Fundraising General & Administrative Employee Salaries $ $ $ Payroll Taxes and Fringe Benefits $ $ $ Independent Contractors $ $ $ Professional Fees $ $ $ Do you pay artists directly? (required) o Yes o No *The section below appears if you answer 'Yes' to "Do you pay artists directly?" Visual Artists Performing Artists Other Artists Artists and Performers - Employees $ $ $ Artists and Performers - Independent Contractors $ $ $ Artists and Performers - Professional Fees $ $ $ Payments to Artists and Performers Payments to Artists and Performers - Local and Non-Local Local Non-Local $ $ Non-Personnel Expenses Program Fundraising General & Administrative Advertising and Promotion $ $ $ Conferences and Meetings $ $ $ Dues and Subscriptions $ $ $ Grant Awards* $ Note: $ $ Insurance $ *Starred $ line items are $ only Occupancy Costs $ shown $ if applicable to $ your Office and Administration $ organization, $ based on $ Printing, Postage, and Shipping $ program $ activities selected $ Travel $ in the $ Data Profile Wizard. $ Recording and Broadcasting Expenses* $ $ $ Collections Management* $ $ $ Production and Event Costs* $ $ $ Interest Expense $ $ $ Depreciation $ $ $ Other Operating Expenses $ $ $ 8

9 Expenses *The section below appears if you indicated you had non-operating expenses in the Data Profile Wizard. Non-Operating Expenses* Non-Operating Personnel Expenses* $ $ $ Other Non-Operating Expenses* $ $ $ Summary Program Fundraising General & Administrative Total Personnel Expenses calc. calc. calc. Total Non-Personnel Expenses calc. calc. calc. Total Operating Expenses calc. calc. calc. Total Non-Operating Expenses calc. calc. calc. Total Expenses calc. calc. calc. Did you have any capital expenditures that are not already reflected in your total expenditures? (required) o Yes o No The question below is shown to those who select 'Yes' in the previous question Total Capital Expenditures $ Change in Net Assets Program Fundraising General and Administrative Total Operating Revenue calc. calc. calc. Total Operating Expenses calc. calc. calc. Operating Change in Net Assets calc. calc. calc. *The questions below are shown if your organization indicated you had non-operating expenses in the Data Profile Wizard. Total Non-Operating Revenue* calc. calc. calc. Total Non-Operating Expenses* calc. calc. calc. Non-Operating Change in Net Assets* calc. calc. calc. Total Change in Net Assets* calc. calc. calc. Workforce (Staff, Board and Volunteers) Full-Time Permanent Employees n. Calculated FTE Number Hours Worked Full-Time Seasonal Employees n. n. calc. Part-Time Permanent Employees n. n. calc. Part-Time Seasonal Employees n. n. calc. Independent Contractors n. Full-Time Volunteers n. 9

10 Expenses Number Hours Contributed Calculated FTE Part-Time Volunteers n. n. calc. Board Members n. n. Full-Time Artists (Breakout) n. Part-Time Artists (Breakout) n. Independent Contractor Artists (Breakout) n. Workspace Note: Up to five workspaces Workspace Address with separate Workspace Status addresses can be Workspace Type entered if desired. ADA Compliance Only one workspace is required. Total Gross Square Footage Marketing Total Marketing Expenses $ o Yes o No Marketing Personnel Expenses $ Marketing Consultants/Agencies Print, Radio, and Television Advertising $ Digital, Mobile, and Online Advertising Other $ $ $ Direct Mail Recipients Recipients n. Social Media and Web Unique Fans/ *This entire section is optional Facebook Followers n. Twitter n. YouTube n. Instagram n. Tumblr n. Pinterest n. Google+ n. Vimeo n. Flickr n. Other Social Media n. Website Page Views n. Website Sessions/Visits n. Website Unique Visitors n. 10

11 Balance Sheet Temporarily Restricted* Permanently Restricted* Unrestricted* Assets $ $ $ Cash and Cash Equivalents $ $ $ Accounts Receivable $ $ $ Note: *three columns by Grants and Pledges Receivable - Current $ restriction $ are only $ Prepaid Expenses $ displayed $ for audited $ Investments - Current $ organizations $ (as $ indicated in the Data Other Current Assets $ Profile $ Wizard). All other $ Current $ organizations $ complete $ Investments - Non-Current $ a single $ column balance $ Fixed Assets - Net $ sheet. $ $ Other Non-Current Assets $ $ $ Due To/(Due From) $ $ $ Liabilities Accounts Payable $ $ $ Accrued Expenses $ $ $ Deferred Revenue $ $ $ Loans - Current $ $ $ Other Current Liabilities $ $ $ Total Current Liabilities $ $ $ Loans - Non-Current $ $ $ Other Non-Current Liabilities $ $ $ Total Non-Current Liabilities $ $ $ Due To/(Due From) $ $ $ Net Assets Total Assets calc. calc. calc. Total Liabilities calc. calc. calc. Endowment and Reserve Funds *The Endowment and Reserve Fund section appears if you indicated that your organization had an endowment or reserve fund in the Data Profile Wizard. Fund Types Board designated endowment Term endowment Permanently restricted endowment Reserve fund *The questions below appear if you select Board designated endowment in Fund Types. Board-Designated Endowment* 11

12 Balance Sheet Board-Designated Assets - Cash* $ Board-Designated Assets - Investments* $ Board-Designated Assets - Other Assets* $ Total Board-Designated Endowment* calc. Does this endowment appear on your balance sheet? o Yes o No Endowment Corpus $ Amount Withdrawn $ Maximum Annual Withdrawal Percentage $ Revenue Lines Containing Endowment Draw dropdown menu Notes Term Endowment *The questions below appear if you select term endowment in Fund Types. Temporarily Unrestricted Restricted Term Endowment Assets - Cash $ $ Term Endowment Assets - Investments $ $ Term Endowment Assets - Other Assets $ $ Total Term Endowment calc. calc. Does this endowment appear on your balance sheet? o Yes o No Term Endowment Corpus $ $ Amount Withdrawn $ $ Maximum Annual Withdrawal Percentage $ $ Revenue Lines Containing Endowment Draw dropdown menu Notes *The questions below appear if Permanent Endowment is selected in Fund Types. Unrestricted Temporarily Restricted Permanently Restricted Permanent Endowment Permanent Endowment Assets - Cash $ $ $ Permanent Endowment Assets - Investments $ $ $ Permanent Endowment Assets - Other Assets $ $ $ Total Permanent Endowment calc. calc. calc. 12

13 Balance Sheet Does this endowment appear on your balance sheet? o Yes o No Original Endowment Corpus* $ $ $ Amount Withdrawn* $ $ $ Revenue Lines Containing Endowment Draw* Notes* dropdown menu *The questions below are only shown if Reserve Fund is selected in Fund Types. Reserve Funds* Reserves - Cash* $ Reserve - Investments* $ $ Reserves - Other Assets* $ $ Total Reserve Funds* $ $ Reserves - Cash* $ Reserve - Investments* $ Reserves - Other Assets* $ Maximum Annual Withdrawal Percentage* Revenue Lines Containing Reserve Draw* *The section below appears if you enter a value greater than $500,000 in Fixed Assets - Net in the Balance Sheet. This entire section is optional. Fixed Assets Details Land $ Buildings $ Furniture, Fixtures, and Equipment $ $ Construction in Progress Leasehold and Building Improvements Intangible Fixed Assets $ Other Fixed Assets $ Less Accumulated Depreciation $ Net Fixed Assets calc. *The section below appears if your organization is audited, and you enter any value in Loans - Current or Loans - Non-Current. This entire section is optional. Loan Details Line of Credit - Limit $ Line of Credit - Balance $ Mortgage - Current $ Mortgage - Non-Current $ Bonds Payable - Current $ 13

14 Balance Sheet Bonds Payable - Non-Current $ Other Notes and Loans - Current $ Other Notes and Loans - Non-Current $ Total Loans calc. 14

15 Earned Revenue Details Orchestra Financial Details Subscriptions Classical Pops Full Subscriptions Full Subscription (CDP) Households Subscribing - Full Subscrioption Households Subscribing - Partial Subscrioption EdCE Series (including Family & YO Series) Other Series Total Seats Sold on Subscription - Full Subscription Total Seats on Subscription - Partial Subscription Media Subscription Revenue* Full Subscription Price Range Partial Subscription Price Range Full Subsription: Highest Price Partial Subsription: Highest Price 2015 Full Subscription : Lowest Price Partial Subscription : Lowest Price How many of your Full Subscription subscribers also donated this year? How many of your Partial Subscription subscribers also donated this year? Earned Revenue Details - Single Tickets Single Ticket Sales - Serires Performances Single Ticket Sales - Non-Serires Performances Classical Series Performances Pops Series Performanc es 2015 Other Series Performan ces Single Tickets - EdCE Programs EdCE Performances Other (nonperformanc e) EdCE activities and events 15

16 Orchestra Financial Details Classical Series Performances Households Purchasing Single Tix - Series Performances Households Purchasing Single Tickets - Non Series Performances *excluding* EdCE performances Pops Series Performanc es 2015 Other Series Performan ces Households Purchasing Single Tix - EdCE EdCE performances Other (nonperformanc e ) EdCE activities and events Earned Revenue Details - Group Sales Classical Pops Group Sales Series 2015 Group Sales - Non Series Performances Other Series Group Sales - EdCE Programs Group Sales(CDP) Classical Pops 2015 Other Series Earned Revenue Details - Other Revenue Tour Performance Fees Details Tour Fees (CDP) Domestic Tour Fees International Tour Fees 2015 Other Contracted Services Details Contracted Services (CDP) Contracted Services excluding EdCE contracts EdCE and YO Contracts 2015 Other EdCE and YO Contracts 16

17 Orchestra Financial Details Application Fees Details Application Fees (CDP) EdCE Program (including YO and Music School) Application Fees Other Application Fees 2015 Tuition, Participation Fees and Registration Details Tuition and Registrations (CDP) EdCE Program (including YO and Music School) Registration Fees Other Registration Fees 2015 Other Earned Revenues Other Program Revenue(CDP) Presentation /Impressario activity Other revenue earned from EdCE performanc es, events and other activities 2015 Any other earned revenue Contributed Revenue Details 2015 Number of gifts: Less than $250 Number of gifts: Less than $250-$499 Number of gifts: Less than $500-$999 Number of gifts: Less than $1,000-$9,999 Number of gifts: Less than $10,000-$99,999 Number of gifts: Less than $100,000-$499,999 Number of gifts: Less than $500,

18 Orchestra Financial Details Endowment/Reserve Fund Details Total Board Designated Endowment Total Term Endowment Total Permanent Endowment Total Reserve Within orchestra's control (at year end) Controlled by others (at year end) Endowment/Reserve (CDP) Board Designated Endowment Term Endowment Permanentl y Restricted Endowment Reserve Funds Program Expense Details 2015 Concert/performance production expenses (*excluding* EdCE performances) Presentation Activity expenses EdCE expenses (personnel, *excluding* artists and performers) EdCE performance expenses Other (non-performance) EdCE activity/event expenses Electronic Media production expenses Presentation/Impresario expenses Any other program expenses Program Expenses(CDP) Independent Program Expense Details - Artist Details Payments: Regular orchestra musicians Payments: Extra/substitute musicians Payments: Music Directors and staff conductors Payments: Guest conductors and artistic directors Payments: Composers and arrangers Payments: Other artists and performers Employees (w2) Contractors (1099) Profession al Fees Program Expense Details - Artist Details Full Time Part Time Number of individuals - Regular orchestra musicians Number of individuals -Extra/substitute musicians Number of individuals -Music directors and staff conductors Number of individuals -Guest codnuctors and artistic directors Number of individuals -Composers and arrangers Independe nt Contractor s 18

19 Orchestra Financial Details Number of individuals -Other artists and performers Education & Community Engagement(EdCE) Program Pay 2015 Youth Orchestra Artists/Performer/Teaching Artist Pay Other EdCE Program Artist/Performer/Teaching Artist Pay Total Artistic Payroll(CDP) 19

20 Program Activity Index The Program Activity section is customized based on your answers in the Profile Wizard. A list of all possible sections is below, followed by full questions in each section. These sections appear based on the program activities you selected in the Profile Wizard. Advocacy 20 Book Publishing 20 Broadcasting 20 Circulating Works 21 Classes/Workshops 22 Commissioning Works 22 Competitions 22 Conferences 22 Consulting/Fee-for-Service Work 23 Developing Works 23 Exhibits 23 Fairs/Festivals/Parades 24 Field Trips 24 Fiscal Sponsorship 25 Grantmaking 25 Guided Tours 25 Historic Preservation/Restoration 26 Lectures 26 Loan Programs 27 Open Rehearsals/Runouts 27 Performances 27 Private Lessons 28 Programs in Schools 28 Provide Equipment 28 Provide Space 28 Publishing Periodicals 29 Research 29 Residencies 30 Screenings 30 Other Programs 30 These sections appear for all organizations. Program Activity Summary 30 Constituencies Served 31 20

21 Program Activity Advocacy * Appears if you select 'Advocacy' as a program activity in the Data Profile Wizard. Advocacy Narrative Issue 1 Issue 2 Issue 3 Issue 4 Advocacy Engagement (number of people) n. What's missing from this section? Book Publishing * Appears if you select 'Publishing books or periodicals' as a program activity in the Data Profile Wizard. Book Publishing Narrative Total Book Titles n. New Book Titles n. Frontlist Backlist Physical Books n. n. Digital Books n. n. Percent Sold Through a Distributor n. High Low List Prices $ $ Broadcasting * Appears if you select 'Broadcasting' as a program activity in the Data Profile Wizard. Broadcasting Narrative Broadcast Format AM Radio FM Radio Internet Radio (Live) On-Demand Audio (Podcasts) Live-Stream Video Television Cinema Other Paid Free Listeners n. n. Viewers n. n. Hours Produced Hours Broadcast 21

22 Program Activity Audio Content n. n. Video Content n. n. Cinema Content n. n. Content - Other Formats n. n. What's missing from this section? Circulating Works * Appears if you select 'Circulating works' as a program activity in the Data Profile Wizard. Circulation Program Narrative Types of Works Circulated Aeronautics, space/airplanes Photography, prints Animals, live Physical science projects Animals, preserved Plants, live Anthropological, ethnographic Plant, preserved Archaeological Sculpture, indoor Books Sculpture, outdoor Ceramics, glass, metals, plastics Textiles and costumes Documents, manuscripts Tools Furniture/wooden objects Toys and dolls Geological, mineral, paleontological Transportation, excluding airplanes Historic building Works of art on paper Historic sites Anthropological, ethnographic Horological (clocks) Archaeological Landscape features, constructed Books Machinery Ceramics, glass, metals, plastics Maritime, historic ships Documents, manuscripts Medals Furniture/wooden objects Medical, dental, health, pharmacological Geological, mineral, paleontological Military, including weapons Historic building Motion picture, audiovisual Historic sites Musical instruments Horological (clocks) Numismatics (money) Landscape features, constructed Paintings Machinery Philatelic (stamps) Maritime, historic ships Photography, negatives Medals Other objects not listed above (please specify) Works Available n. Works Circulated n. Works Acquired n. Individuals Entities Borrowers n. n. 22

23 Program Activity What's missing from this section? Classes/Workshops * Appears if you select 'Arts education' OR 'Classes, lectures, or professional development' as a program activity in the Data Profile Wizard. Classes/ Workshops Narrative One-time Classes/Workshops n. n. Class Series/Courses n. n. Paid Free Registrants n. n. High Low Class Fee $ $ Series Fee/Tuition $ $ What's missing from this section? Commissioning Works * Appears if you select 'Commissioning works' as a program activity in the Data Profile Wizard. Commissioned Works Narrative Works Commissioned n. What's missing from this section? Competitions * Appears if you select 'Competitions' as a program activity in the Data Profile Wizard. Competitions Narrative Competitions Hosted n. Competitors n. Competition Winners n. High Low Entry Fee $ $ What's missing from this section? Conferences * Appears if you select 'Conferences' as a program activity in the Data Profile Wizard. Conferences Narrative Conferences Hosted n. Paid Free Attendees n. n. 23

24 Program Activity High Low Registration Fee $ $ What's missing from this section? Consulting/Fee-for-Service Work * Appears if you select 'Consulting or fee-for-service work' as a program activity in the Data Profile Wizard. Consulting Services Narrative Clients n. High Low Fee Range $ $ What's missing from this section? Developing Works * Appears if you select 'Developing works' as a program activity in the Data Profile Wizard. New Work Development Narrative Works Developed n. Workshops/Readings n. What's missing from this section? Exhibits * Appears if you select 'Exhibits' as a program activity in the Data Profile Wizard. Exhibits Narrative High Low Standard Admission Price Range $ $ Suggested Donation Amount $ Paid Free Suggested Admissions Admissions Donation Admissions (no. of people) n. n. n. Permanent Exhibits n. Temporary Exhibits n. Traveling Exhibits n. Local/ World National Regional Premieres - Exhibits n. n. n. 24

25 Program Activity What type of collection does your organization own? Objects Live Animals Live Plants No Collection *The questions below are customized based on your answer to "What type of collection does your organization own?" Animals / Plants Description Animals/Plants/Objects/Works in Collection n. Animals on Exhibit / Plants/Objects Works Exhibited n. Species (Animals/Plants) n. Endangered Species (Animals) n. What's missing from this section? Fairs/Festivals/Parades * Appears If you select 'Festivals, fairs, parades or community events' as a program activity in the Data Profile Wizard. Fairs/Festivals/Parades Narrative Fairs/Festivals/Parades Organized n. Event Location(s) Indoor Outdoor Suggested Paid Free Donation Attendees (no. of people) n. n. n. What's missing from this section? Field Trips * Appears if you select 'Field trips' as a program activity in the Data Profile Wizard. Field Trip Description Distinct Total Field Trips n. n. 25

26 Program Activity Paid Free Participants n. n. High Low Price Per Person $ $ What's missing from this section? Fiscal Sponsorship * Appears if you select 'Fiscal sponsorship' as a Program Activity in the Data Profile Wizard. Fiscal Sponsorship Narrative Sponsorship Applicants n. New Sponsored Projects n. Total Sponsored Projects n. Amount Distributed $ What's missing from this section? Grantmaking * Appears if you select 'Grant making' as a program activity in the Data Profile Wizard. Grantmaking Narrative Grantmaking Type Direct Intermediary Re-Grantor Amount Awarded calc. * This field is calculated based on related question in Expenses. Grant Applicants* n. Grant Recipients* n. *number of organizations or projects Organizations/Projects What's missing from this section? Guided Tours * Appears if you select 'Guided tours' as a program activity in the Data Profile Wizard. Guided Tours Narrative Distinct Total Guided Tours n. n. 26

27 Program Activity Paid Free Participants n. n. High Low Price Range $ $ What's missing from this section? Historic Preservation/Restoration * Appears if you select 'Historic preservation or restoration' as a program activity in the Data Profile Wizard. Historic Preservation/Restoration Narrative Types of Objects Restored Aeronautics, space/airplanes Motion picture, audiovisual Animals, live Musical instruments Animals, preserved Numismatics (money) Anthropological, ethnographic Paintings Archaeological Philatelic (stamps) Books Photography, negatives Ceramics, glass, metals, plastics Photography, prints Documents, manuscripts Physical science projects Furniture/wooden objects Plants, live Geological, mineral, paleontological Plant, preserved Historic building Sculpture, indoor Historic sites Sculpture, outdoor Horological (clocks) Textiles and costumes Landscape features, constructed Tools Machinery Toys and dolls Maritime, historic ships Transportation, excluding airplanes Medals Works of art on paper Other objects not listed above Medical, dental, health, pharmacological Military, including weapons (please specify) Describe Other Objects What's missing from this section? Lectures * Appears if you select 'Arts education' OR 'Classes, lectures, or professional development' as a program activity in the Data Profile Wizard. Lectures Narrative 27

28 Program Activity Distinct Total Lectures n. n. Paid Free Lecture Attendees n. n. What's missing from this section? Loan Programs * Appears if you select 'Financing' as a program activity in the Data Profile Wizard. Loan Programs Narrative Number of Loans n. Amount Loaned $ Loan Recipients n. What's missing from this section? Open Rehearsals * Appears if you select 'Open rehearsals' as a progam activity in the Data Profile Wizard. Open Rehearsals Narrative Open Rehearsals n. Paid Free Tickets/Seats n. n. What's missing from this section? Performances* Appears if you select 'Performances' as a progam activity in the Data Profile Wizard. Performance Description Total Productions Performances Performances n. n. Local/ World National Regional Premieres n. n. n. Sold Free Capacity 28

29 Program Activity Tickets n. n. n. High Low Single Adult Ticket Price Range $ $ What's missing from this section? Private Lessons* Appears if you select 'Arts education' OR 'Classes, lectures, or professional development' as a progam activity in the Data Profile Wizard. Private Lessons Narrative Lessons Offered (classes) n. Paid Free Students n. n. High Low Fee Range $ $ What's missing from this section? Programs in Schools* Appears if you select 'Arts education' OR 'Classes, lectures, or professional development' as a progam activity in the Data Profile Wizard. Programs in Schools Narrative Programs in Schools n. Time in Schools (hours) n. Schools Served n. Artists in Schools n. Children Served in School n. What's missing from this section? Provide Equipment* Appears if you select 'Providing equipment, sets, costumes, or other materials' as a progam activity in the Data Profile Wizard. Pieces Available n. Pieces Rented n. What's missing from this section? Provide Space* Appears if you select 'Providing rehearsal, meeting, office or other space' as a progam activity in the Data Profile Wizard. 29

30 Program Activity Space Rental Narrative Rental Time Period Hour Day Week Month Year The below items are customized based on the answer to the question above: High Low [Hourly/Daily/Weekly/Monthly/Yearly] Fee $ $ Available Rented [Hourly/Daily/Weekly/Monthly/Yearly] Rental n. n. Square Footage n. What's missing from this section? Publishing Periodicals* Appears if you select 'Publishing books or periodicals' as a progam activity in the Data Profile Wizard. Periodical Publishing Narrative Number of Periodicals n. Number of Issues n. Individuals Institutions Individual and/or Institutional Subscribers n. n. Paid Free Paid and/or Free Subscribers n. n. Physical Digital Periodicals Distributed $ $ High Low Issue Price $ $ Subscription Price $ $ What's missing from this section? Research* Appears if you select 'Conducting Research' as a progam activity in the Data Profile Wizard. Research Narrative Reports Issued n. 30

31 Program Activity Residencies* Appears if you select 'Providing residencies' as a progam activity in the Data Profile Wizard. Residency Applicants Residencies Awarded n. What's missing from this section? Screenings* Appears if you select 'Film screenings' as a progam activity in the Data Profile Wizard. Screenings Narrative Total Unique Films Screenings Screenings n. n. Sold Complimentary Tickets/Seats n. n. High Low Price Range $ $ What's missing from this section? Other Programs* Appears if you select 'Other types of programs' as a progam activity in the Data Profile Wizard. Other Programs Description Unique Total Program Programs Occurrences Other Programs n. n. Paid Free Attendees n. n. High Low Price Range $ $ Program Activity Summary Appears to ALL users *The numbers below are totals of the number of people or tickets you entered in other program activity sections. Each line below appears if you selected the related program activities in the Data Profile Wizard. Paid Free Tickets and Admissions calc. calc. 31

32 Program Activity Educational Event Attendees calc. calc. Other Event Attendees calc. calc. Total In-Person Attendees calc. calc. Children Seniors Adults Age Groups n. n. n. Percent from outside local community % Constituencies Served Appears to ALL users From where do you draw your primary audience/constituency? International National Regional Statewide Local How do you primarily engage with your audience/constituency? In person/face-to-face Online/virtually Both equally Which term best describes the local community you serve? Urban Suburban Rural Does your organization primarily serve a particular ethnic group? Yes No The question below appears if you select 'Yes' Primary ethnic group served* Indigenous people People of African descent People of Asian descent People of Latin American descent People of European descent People of Middle Eastern descent Other ethnic group (please specify) Does your organization primarily serve a specific gender? Yes No The question below appears if you select 'Yes' Primary Gender Served* Men 32

33 Program Activity Women People with non-binary gender identities Does your organization primarily serve a specific age group? Yes No The question below appears if you select 'Yes' Primary Age Group Served* Pre-kindergarten (0-5 years) K-12 (6-17 years) Young adults (18-24 years) Adults (25-64 years) Older Adults (65+ years) Are there other distinct groups that you define as primary constituencies? Yes No The question below appears if you select 'Yes' Other Distinct Group Served* Artists Immigrant populations People of a particular faith People who identify as LGBTQ People with disabilities Military veterans/active personnel People of low socio-economic status Other distinct group(s) (please describe) Describe Other Distinct Group 33

34 Orchestra Demographics Program Details - Series Performances Classical - Full Classical - Chamber Classical - Ensemble Pops - Full Pops - Chamber Pops - Ensemble Other Series - Full Distinct Programs Total Occurences Other Series - Chamber Other Series - Ensemble Series Performance: Tickets Sold Free Classical Series Performances Pops Series Performances Other Series Performances Special/Non-Series Performances Special/Non-Series - Full Special/Non-Series - Chamber Special/Non-Series - Ensemble Special/Non-Series Tickets Program Details - EdCE EdCE Performances - Full EdCE Performances - Chamber EdCE Performances - Ensemble EdCE Performances - Youth Orchestra (non-performance) EdCE Activities and Events - Full (non-performance) EdCE Activities and Events - Chamber (non-performance) EdCE Activities and Events - Ensemble (non-performance) EdCE Activities and Events - Youth Distinct Programs Sold Distinct Programs Total Occurences Free Total Occurences Program Details - Tickets: Sold Free EdCE Performances (non-performance) EdCE Activities and Events Program Details - Tour Performances Domestic Tour Performances - Full Domestic Tour Performances - Chamber Domestic Tour Performances - Ensemble Distinct Programs Total Occurences 34

35 International Tour Performances -Full International Tour Performances - Chamber International Tour Performances - Ensemble Orchestra Demographics Program Details - Tour Performance: Tickets Sold Free Domestic Tour Performances International Tour Performances Program Details - Other How many performances did you give this year, in support of other performing arts organization? How many performances did you give this year, in venues other than concert halls? How many performances did you offer free to the public this year? How many of your performances this year featured one or more international guest artists? How many artist visas did you sponsor this year? What percentage % of the orchestra's total series and nonseries performances this year were given outside of the orchestra's home area? What percentage % of the orchestra's EdCE performances this year were given outside of the orchestra's home area What percentage % of (non-performance) EdCE activities and events were given outside of the orchestra's home area? What percentage % of all tickets sold (or allowing free entrance) were for series and non-series performances given outside of the orchestra's home area? What percentage % of all tickets sold (or allowing free entrance) to Education & Community Engagement performances were for performances taking place outside of the orchestra's home area? Do you operate an affiliated Youth Orchestra? o Yes o Is a separate subsidiary non-profit o o included in your consolidated financial statement? Yes If you own a venue, is management contracted to a separate 501c3? o Yes o 35

36 Orchestra Demographics Orchestra Demographics Orchestra Musicians Administrative Staff Board Member American Indian or Alasda Native Asian or Asian American Black or African American Hispanic/Latino(a) Native Hawaiian or other Pacific Islander White Other race or ethnicity Number of individuals believed to identify as a man Number of individuals believed to identify as a woman Number of individuals with a non-binary gender identity 36

37 ORCHESTRA FINANCIAL DETAILS: EARNED REVENUE DETAILS - SUBSCRIPTIONS Full subscription: Revenue from sales of all full, fixed, individual and curated subscription packages. These packages may be associated with the orchestra s classical series, pops series, family series, festival series, Summer series, run-out series, ensemble series or chamber music series; or with any other series not named here. Full subscription subscribers: Number of subscribers to full, fixed, individual and curated subscription packages. These packages may be associated with the orchestra s classical series, pops series, family series, festival series, Summer series, run-out series, ensemble series or chamber music series; or with any other series not named here. Partial subscription: Revenue from sales of all flex, CYO (choose your own) and customized subscription packages. These packages may include any performance from the orchestra s season program, including - but not limited to classical, pops, family, festival and Summer concerts and run-outs, as well as ensemble and chamber orchestra performances, as well as any performances for which the orchestra acts as a pit orchestra for a ballet, opera or choral company s production. Partial subscription subscribers: Number of subscribers to all flex, CYO (choose your own) and customized subscription packages. These packages may include any performance from the orchestra s season program, including - but not limited to classical, pops, family, festival and Summer concerts and run-outs, as well as ensemble and chamber orchestra performances, as well as any performances for which the orchestra acts as a pit orchestra for a ballet, opera or choral company s production. Full Subscription: Classical: Full Subscription: Pops: Revenue from sales of all full, fixed, individual and curated classical series subscriptions relating specifically to any Classical Series (often called masterworks or main series). Revenue from sales of all full, fixed, individual and curated subscriptions relating specifically to any Pops Series. Full Subscription: EdCE Series (including Family and YO Series): Full Subscriptions: Other Series: Revenue from sales of all full, fixed, individual and curated Family Series and / or Youth Orchestra Series subscriptions. Revenue from sales of all other full, fixed, individual and curated subscription packages. These packages may be associated with - but are not limited to - the orchestra s festival series, Summer series, run-out series, ensemble series or chamber music series. Full Subscriptions (CDP): This is what you reported as total full subscription revenue in the CDP. 37

38 Household Subscribing Full Subscriptions: Classical: Number of households purchasing full subscriptions to any Classical Series. Household Subscribing Full Subscriptions: Pops: Number of households purchasing full, fixed, individual and curated pops series subscriptions. Household Subscribing Full Subscriptions: EdCE Series (including Family and YO Series): Number of households purchasing full, fixed, individual and curated Family Series and / or Youth Orchestra subscriptions. Household Subscribing Full Subscriptions: Other Series: Total Seats Sold on Subscription Full Subscription: Classical: Number of households purchasing other full subscription packages. These packages may be associated with the orchestra s festival, Summer series, ensemble or chamber music series. (Note: run-outs involve performances beyond the orchestra s home city or town limits, with no overnight stay). Total number of seats sold within full, fixed, individual and curated Classical Series (often called masterworks or main series) subscription packages. Total Seats Sold on Subscription Full Subscription: EdCE Series (including Family and YO Series): Total Seats Sold on Subscription Full Subscription: Other Series: Total number of seats sold within full, fixed, individual and curated Family Series and / or Youth Orchestra Series subscriptions. Total number of seats sold within other full, fixed, individual and curated series subscriptions. These packages may be associated with - but are not limited to - the orchestra s festival series, Summer series, run-out series, ensemble series or chamber music series. Full Subscription Price Range: Full Subscription: Highest Price: Full Subscription: Lowest Price: Provide the highest and lowest price advertised for a full subscription. Highest price advertised for a full subscription. Lowest price advertised for a full subscription. Partial Subscription Price Range: Provide the highest and lowest price advertised for a partial subscription. 38

39 Partial Subscription: Highest Price: Partial Subscription: Lowest Price: Highest price advertised for a partial subscription. Lowest price advertised for a partial subscription. How many of your Full Subscription subscribers also donated this year? The number of individuals purchasing full subscriptions, who also made a donation this year. How many of your Partial Subscription subscribers also donated this year? Single Ticket Sales Series Classical Series The number of individuals purchasing partial subscriptions, who also made a donation this year. ORCHESTRA FINANCIAL DETAILS: EARNED REVENUE DETAILS - SINGLE TICKETS Single ticket revenue from all Classical Series (often called masterworks or main series) performances. Single Ticket Sales Series Pops Series Single ticket revenue from all Pops Series performances. Single Ticket Sales Series Other Series Single ticket sales to all other Series Performances, including Classical, Pops, festival, Summer, ensemble and chamber music series. *Exclude* revenue from any Youth Orchestra or family concert series: report this under Single Tickets - EdCE Performances, Events and Other Activities, below. (Note: run-outs involve performances beyond the orchestra s home city or town limits, with no overnight stay). Single Ticket Sales Non-Series Single ticket sales to all performances not included in Classical, Pops or Other performance series, including run-outs. *Exclude* tour, residency and EdCE performances. (Note: run-outs involve performances beyond the orchestra s home city or town limits, with no overnight stay; tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). Single Tickets - EdCE Programs: EdCE Single ticket sales to all EdCE performances, including all family concerts and Youth Orchestra or music school performances; and any EdCE performances taking part within orchestra tours or residency programs. (Note: tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). 39

40 Single Tickets - EdCE Programs: Other (nonperformance) EdCE activities and events: Single ticket sales to all (non-performance) EdCE activities and events, including any EdCE workshops or other non-performance activities / events taking part within orchestra tours or residency programs. (Note: tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). Single Ticket Sales (CDP): Households Purchasing Single Tix Series Classical Series This is what you reported as total single ticket revenue in the CDP. Number of households purchasing single tickets to Classical Series (often called masterworks or main series) performances. Households Purchasing Single Tix Series Households Purchasing Single Tix Series Households Purchasing Single Tickets Non- Series Performances *excluding* EdCE performances: Households Purchasing Single Tix EdCE: EdCE Pops Series Number of households purchasing single tickets to Pops Series performances. Other Series Number of households purchasing single tickets for other series performances, which may include festival, Summer, ensemble and chamber music series. Please *exclude* EdCE, tour and residency performances. (Note: runouts involve performances beyond the orchestra s home city or town limits, with no overnight stay; tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). Number of households purchasing single tickets for all performances not included in Classical, Pops or Other performance series, including run-outs. *Exclude* tour, residency and EdCE performances. (Note: run-outs involve performances beyond the orchestra s home city or town limits, with no overnight stay; tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). Number of households purchasing single tickets for all EdCE performances, including all family concerts and Youth Orchestra or music school performances; and any EdCE performances taking part within orchestra tours or residency programs. (Note: tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). 40

41 Households Purchasing Single Tix EdCE: Other (non-performance) EdCE activities and events: Number of households purchasing single tickets for all (non-performance) EdCE activities and events, including any EdCE workshops or other non-performance activities / events taking part within orchestra tours or residency programs. (Note: tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). ORCHESTRA FINANCIAL DETAILS: EARNED REVENUE DETAILS - GROUP SALES Group Sales Group ticket revenue from all Classical Series (often called masterworks or main Series: Classical: series) performances. Group Sales Series: Pops: Group Sales Series: Other Series: Group Sales - Non- Series Group Sales EdCE Programs: EdCE and YO Group ticket revenue from all Pops Series performances. Group ticket sales to all other Series Performances, including Classical, Pops, festival, Summer, ensemble and chamber music series. *Exclude* revenue from any Youth Orchestra or family concert series: instead, report this under Group Tickets - EdCE Performances, Events and Other Activities, below. Group ticket sales to all performances not included in Classical, Pops or Other performance series, including run-outs. *Exclude* EdCE, tour and residency performances. Group ticket sales to all EdCE performances, including all family concerts and Youth Orchestra or music school performances; and any EdCE performances taking part within orchestra tours or residency programs. Group Sales Group ticket sales to all (non-performance) EdCE activities and events, including any EdCE workshops or other non-performance activities / events taking part within EdCE Programs: orchestra tours or residency programs. Other EdCE and YO: Group Sales (CDP): This is what you reported as total group sales revenue in the CDP. ORCHESTRA FINANCIAL DETAILS: EARNED REVENUE DETAILS - OTHER REVENUE Tour Performances Fees Detail: Domestic Tour Fees: Tour Performances Fees Detail: International Tour Fees: Domestic tour (and non-edce residency) performance fees, involving overnight stays in multiple locations, within the orchestra s home country. *Exclude* domestic Youth Orchestra tour and residency fees. (Note: run-outs involve performances beyond the orchestra s home city or town limits, with no overnight stay; tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). International tour (and non-edce residency) performance fees, involving overnight stays in multiple locations, outside the orchestra s home country. *Exclude* international Youth Orchestra tour and residency fees. (Note: run-outs involve performances beyond the orchestra s home city or town limits, with no overnight stay; tours involve overnight stays in multiple locations; residencies involve overnight stays in a single location). 41

42 Tour Fees (CDP): This is what your reported as total touring fees in the CDP. Other Contracted Services Details: Other Contracted Services Details: EdCE and YO contracts: Contracted Services excluding EdCE contracts: Contract fees for all services (excluding EdCE services and tour performance fees), including the orchestra's performance as a pit orchestra for a ballet, opera or choral company s production. Contract fees for EdCE performances, including - but not limited to - affiliated Youth Orchestra performances and family concerts / performances. Other Contracted Services Details: Other EdCE and YO contracts: Contract fees for other, non-performance EdCE activities and events, including - but not limited to - those delivered by affiliated Youth Orchestra members. Contracted Services (CDP): This is what your reported as total contracted services in the CDP. Application Fees Details: EdCE Program (including Youth Orchestra and Music School) Application Fees: Application Fees Details: Other Application Fees: Application Fees (CDP): Tuition, Participation fees and Registrations Details: EdCE program application fees (including affiliated Youth Orchestra and music school application fees). Other application fees, *excluding* Youth Orchestra, Music School and other EdCE program application fees. This is what your reported as total application fees in the CDP. EdCE Program (including Youth Orchestra and Music School) Tuition, Participation and Registration Fees: EdCE tuition, registration and participation fees (including - but not limited to - all affiliated Youth Orchestra and music school tuition, registration and participation fees). 42