Kansas City Chamber Orchestra, Inc.

Transcription

1 Kansas City Chamber Orchestra, Inc. General Information Contact Information nprofit Address Kansas City Chamber Orchestra, Inc. 205 W 65th Phone (816) Fax Website Facebook Twitter Kansas City, MO facebook.com/pages/kansas-city-chamber- Orchestra/ twitter.com/ kcchamberorchestra@sbcglobal.net At A Glance How to donate, support, and volunteer Donations: mail a check or phone and use a credit card. Leave a message and someone will contact you. Volunteer: please call and leave your name and # and someone will return your call or contact through address. 1

2 Mission & Areas Served Statements Mission Statement The Kansas City Chamber Orchestra is dedicated to the enrichment of our community through the appreciation and performance of fine classical music in Kansas City and throughout the region. Background Statement Maestro Bruce Sorrell founded the Kansas City Chamber Orchestra in Under Sorrell's direction during the past 30 seasons the Chamber Orchestra has garnered considerable critical acclaim and is attracting a growing and enthusiastic audience. The Kansas City Chamber Orchestra consists of 15 to 30 musicians depending on the music to be performed. The term chamber orchestra is used to define the size of orchestra which was available to such composers as Bach, Mozart, Handel, Vivaldi, Haydn and Beethoven. Many 20th and 21st century composers have also written music specifically for chamber orchestra. Performances are held throughout the greater Kansas City metropolitan area in venues such as Yardley Hall - Johnson County Community College, at the Folly Theater - downtown Kansas City Missouri, White Recital Hall - UMKC campus, and at numerous church venues across the area. Throughout the past 30 seasons the Kansas City Chamber Orchestra has utilized professional orchestral musicians who are committed to the high standards of the Chamber Orchestra. These musicians live in the Kansas City area and add to the vibrant cultural life of our community. The Kansas City Chamber Orchestra has received critical acclaim for their concerts, especially those featuring music from the baroque and classical eras. The Baroque by Candlelight series is a favorite with audiences who attend performances of exceptional baroque music in an elegant candle-lit church. The KCCO has successfully performed many contemporary works such as the Britten cturne, written in the 1950's. In 2004 the KCCO commissioned Steven Gutheinz to compose a new work in honor of the Lewis and Clarke expedition. In recent years the KCCO has premiered two works by Forest Pierce, and one by Jean Belmont Ford. Other works by Dvorak, Tchaikovsky, Schubert, Stravinsky, Weill and other modern composers have been featured at concerts. Collaborations with other performing arts organizations are an important element of the KCCO's history; recent seasons have included a major collaboration with the International Center for Music Park University, Friends of Chamber Music and the introduction of a new organ at Hope Lutheran Church. Past partners have included Paul Mesner Puppets, Owen/Cox Dance, Village Presbyterian Church choir, UMKC's Conservatory of Music, the Civic Opera, and the Kansas City Chorale. Impact Statement The Kansas City Chamber Orchestra is able to select this area's finest musicians to produce 5 or more concerts each year for general audiences. An Education Outreach Program is developed for each the KCCO's concerts. Students are introduced to classical music through a 4-week classroom instruction period followed by attendance at a live concert. For many students, these concerts are their first introductions to live classical music. Most of the musicians and soloists that are employed by the Chamber Orchestra reside in the metro area. Many are currently members of the Kansas City Symphony or they hold faculty positions with area universities, others are free-lance professionals. The KCCO assists in attracting and retaining superior musicians and soloists with national and international reputation to this region as a result of increasing the employment opportunities the metro area. As the KCCO celebrates our 30th Anniversary concert season in , we have established the following goals. Increase the number of season ticket and single ticket buyers. Increase individual support. Increase funding from foundations and corporations Increase low cost marketing of ticket sales. Increase the number of students served through the Education Outreach Program. Needs Statement General Operations funding.educational Outreach Program funding = $15,000 will produce 4 EOP programs that will serve 2,000 to 3,000 studentsspecial project funding i.e commissioned works by contemporary composers $10,000 - $20,000 or concert underwriting $20,000- $30,000.Staff funding, the KCCO needs a 3/4 time staff person to assist with office and database management, donor relations, and special event tasks. This would allow the current part-time staff members to focus on management, fundraising and marketing tasks.new board members and board development. 2

3 CEO/Executive Director/Board Chair Statement I believe that an active arts community makes a city stronger and more diverse. Our concert series is the heart of what we provide to our community. The Kansas City Chamber Orchestra provides high quality programming for Kansas City's audiences and opportunities for local and area professional musicians to perform for those audiences. The Education Outreach Program is offered free to area schools and thousands of students each season. The educational portion of our mission allows the Orchestra to reach out to area school children and to provide them with an introduction to classical music. The KCCO has partnered in the past with the Civic Opera, the Paul Mesner Puppets, UMKC Conservatory and the KC Chorale and Friends of Chamber Music to present unique programs that showcase both organizations. We are always seeking additional partnerships and collaborations to create new opportunities to work together to produce wonderful programming that is new and fresh. The Kansas City Chamber Orchestra is a small performing arts organization that endeavors to end each year with a balanced budget. Fundraising is always a challenge. We enjoy a loyal support base of individuals, corporations and foundations. In the past few years the KCCO has greatly increased the support from individuals as well as various government organizations. Our organization took a major step forward with the addition of a Director of Administration and Development a few years ago. An additional advantage to having added this position is that our Music Director is now able to concentrate on his talents for creating vibrant programs and musical events. In addition to this new staff member, we continue to enjoy our association with both interns and volunteers as they greatly add to our ability to run our organization. Our Music Director, Bruce Sorrell, has an amazing ability to speak about music to any audience, making this topic both comfortable and interesting. We are moving toward the goal of a community-based board that reflects the diversity of the metro area. We are actively seeking and recruiting additional members to accomplish this. Our board will soon revisit and revise our Strategic Plan. Two of the goals set forth in the current plan have been met with the addition of our new staff member and the ability to increase the educational component of our organization. Service Categories Music Areas of Service Areas Served Areas MO - Jackson County MO - Jackson County Urban Core MO - Eastern Jackson Co MO - Clay County MO - Platte County KS - Johnson County KS - Wyandotte County KS - Wyandotte County Urban Core Audience members for the concert series reside throughout the greater Kansas City Metropolitan area. We currently have season ticket holders from as far away as Wichita, Topeka, Columbia and Springfield. Seven % of our mailing list are individuals who live outside of Kansas and Missouri and who also attend concerts when they are able. 3

4 Programs Programs Kansas City Chamber Orchestra Season Description Category Autumn Winds Thursday, October 5, :30 p.m. Medallion Theatre, Plexpod Westport Commons, 300 E. 39th Street Mozart Symphony. 29 Forrest Pierce A Siege of Herons, Margaret Marco Oboe d'amore soloist Mozart Divertimento 11 in D major (Nannerl septet) Education Program: 10:30 a.m. Medallion Theatre, Plexpod Westport Commons Saint Nicolas! Tuesday, December 5, :30 p.m. Old Mission United Methodist Church Britten Saint Nicolas (cantata) with Musica Vocale Choral Ensemble Other holiday classical favorites Education Program 10:30 a.m. Old Mission United Methodist Church Valentine Serenades Event Sunday, February 11, :30 p.m. Californo's Event Space Music by KCCO strings with cocktails, dinner & special entertainment New Spring Horizons Friday, April 27, :00 p.m. Helzberg Hall, Kauffman CPA/ Folly Theater A concert in partnership with Park University International Center for Music, featuring talented student & faculty soloists Education Program 10:30 a.m. Helzberg Hall, Kauffman CPA Arts, Culture & Humanities, General/Other Musical Performances Population Served General/Unspecified,, Short-Term Success Increased ticket sales over the previous year by 5%. Long- Term Success Program Success Monitored By Examples of Program Success Increased overall funding from corporations, foundations and individuals that will ensure the continued financially stability and growth of the KCCO. Ticket sales.reviews received.audience feedback in the form of phone calls, conversations, s and notes. Number of ovations by the audience. Standing ovations.receiving critical reviews.positive reviews. Good attendance numbers. 4

5 Educational Outreach Description Category Established in 2003 the Education Outreach Program provides students (9-17) with special performances of music selected from each public concert that is performed throughout the season. The EOP curriculum is developed for use by music teachers to introduce their students to the historic context of the music, the lives of the composers composers, and information about the music they will hear. In addition the students receive information regarding concert etiquette, the venue in which the concert will occur and information about the soloists and instruments they will hear. Free bus transportation is provided to any school who needs the financial support to enable all schools to attend the program. At the end of each concert students are encouraged to ask questions of the conductor, musicians and soloists. Arts, Culture & Humanities, General/Other Music Appreciation Population Served Other Named Groups,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Students have had classroom time to prepare them to appreciate the concert that they will attend. Students understand and exhibit appropriate concert etiquette. Students actively participate with questions and comments. Students are alert interested and enjoying themselves. The Kansas City Chamber Orchestra is dedicated to the cultural enrichment of the lives of Kansas City's residents, its visitors and the population of the metropolitan region through the performance of fine classical music. The KCCO is also dedicated to introducing live classical music to student populations to encourage them to become the cultural audiences of the future and to enable them to envision themselves as classical musicians. There is an emphasis on including ethnically and economically diverse schools. Count the # of schools that return each year. Count the # of performances that are filled. Count the # of ESL schools that attend concerts. Count the # of Title I schools that attend concerts. Surveys completed by the music teachears who participate in the program. Teacher quotes that included in the surveys. Letters and tes from the students who participate in the program. CEO Comments The Kansas City Chamber Orchestra has recently launched our 3st concert season on October 5, 2017, it will run through June 30, The KCCO would like to be able to schedule all their concerts in the larger professional venues such as the Kauffman Center for the Performing Arts and the Folly Theater. However, the KCCO, in an effort to balance the organization's budget, must use smaller church or other local venues for the majority of their concerts. The smaller venues do not attract the larger numbers of audience members that the more well known professional venues do. It would be to the KCCO's advantage to be able to schedule more concerts in the Kauffman and Folly venues.during the 31st season the KCCO has partnered with 2 organizations to produce two special concerts. The December 5, 2017 concert will take place in Old Mission United Methodist Church and will feature the "Musica Vocale Ensemble" to produce "Saint Nicolas by Benjamin Britten. The KCCO's founding concertmaster, violinist Ben Sayevich will work with the KCCO to produce a concert on April 27, 2018 with soloists from the International Center for Music at Park University.These two partnerships that begin the season are great examples of the KCCO's desire to partner with other performing arts organizations that create opportunities for both groups to benefit from the increased exposure and the opportunity to create new works that challenge and inspire the artists and the audience. 5

6 Leadership & Staff Executive Director/CEO Executive Director Term Start Jan Ms. Marybeth Sorrell Experience Marybeth Sorrell - General Manager for the Kansas City Chamber Orchestra. Sorrell has over 30 years experience in the non-profit arts field. She has worked in the areas of administration, marketing, production, special events, educational outreach, development and box office, and with organizations in Dallas, London, and Kansas City. In addition to her work with the KCCO she has taught theatre and design at the college level for over 20 years, freelances as a costume designer, and leads drama workshops for children and youth. Her degrees are in Education (B.A.) - William Jewell College, and Theatre (M.A.) - University of Missouri Kansas City. Senior Staff Ms. Fran M Hess Title Experience/Biography Director of Administration and Development n-profit administration and fundraising, BA UMKC Sociology, grad work in public administration Communiversity advisory board member Mr. Bruce Sorrell Title General Manager Staff Paid Full-Time Staff 0 Volunteers 36 Retention Rate 100% Paid Contractors 3 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation nmanagement Formal Evaluation Yes Annually Plans & Policies Organization Has a Fundraising Plan Organization Has a Strategic Plan Management Succession Plan Yes Under Development 6

7 Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Document Destruction Policy Collaborations The KCCO has often collaborated with other local performing arts groups to produce concerts that appeal to the audiences of both organizations. The KCCO has completed projects with a wide variety of performing arts organizations including the following: The Paul Mesner Puppets to produce the MIKADO and HANSEL and GRETEL, the International School of Music Park College to feature their graduate students, UMKC's Conservatory of Music, Friends of Chamber Music (most recently to present the Bach festival), the KC Chorale, Fine Arts Choral, and the KC Symphony Chorus, and choirs from St. Paul's and Village Presbyterian Church. The KCCO produced Handel's opera The Fairy Queen with the Kansas City Civic Opera and Owen Cox Dance Company at Avila College. Awards Awards Award/Recognition Organization Year National Arts Associate Sigma Alpha Iota 2000 Citation for Achievement William Jewell College 2000 Government Licenses Is your organization licensed by the government? CEO Comments The challenges for small performing arts organizations include staffing, funding and marketing. The KCCO is endeavoring to meet these challenges with the help and support of volunteers, board members and a small talented and dedicated staff.recent Successes include: Worked with a consultant for an initial project to evaluate fundraising practices, database and record keeping management, cultivation of individual donors, and identification of new funding sources to create fundraising and development plans and goals.significantly increased individual giving by 28%Completed $5000 challenge grant from Muriel McBrien Kauffman Foundation, acquired over 25 new individual donors,in 2014 and two new challenge grants in the season for $2,500 each from family foundations.increased funding from Arts KC from $750 to $4,000 in 3 yearsnew grant from Swinken Foundation for the ArtsNew grant from Miller Nichols Charitable FoundationFirst grant from NTDF in several years in 2016 Marketing challenge like most small performing arts organizations the budget is limited. Current Approaches include:using low cost/free social media outlets, concert postcard mailings, to attract new ticket buyers.worked with local media outlets (TV, radio, newspaper, online publications) resulting in 2 television appearances for the Music Director, and one news feature on Classical Kids Education Performances in the past season.increased Season Ticket holders by 20% for the Season! Maintained increase in 2015 and 2016.Featured concerts on Groupon discount gift certificate site to reach out to new and non-traditional arts ticket buyers.created new partnership with International Center for Music at Park University. The August 2016 concert will feature soloists from ICM's internationally known faculty, graduates and talented current students. 7

8 Board & Governance Board Chair Board Chair Mr. Paul Herbers Company Affiliation Cooling and Herbers P.C. Term Oct 2010 to Oct Board Members Name Ms. Jana Castanon Mr. Robert Curland Mr. Paul Herbers Ms. Jessica Kerrigan Ms. Adele Scielzo Ms. Carole Thorn Affiliation Community Volunteer Marketing Cooling & Herbers Community Volunteer Community Volunteer Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 5 Hispanic/Latino 0 Native American/American Indian 0 Other 1 middle eastern Board Demographics - Gender Male 2 Female 4 Unspecified 0 Governance Board Term Lengths 2 Board Term Limits 0 Board Meeting Attendance % 80% Written Board Selection Criteria? Written Conflict of Interest Policy? Yes Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 100% 8

9 Constituency Includes Client Representation Number of Full Board Meetings Annually 4 Standing Committees Finance Marketing Development / Fund Development / Fund Raising / Grant Writing / Major Gifts CEO Comments The KCCO's Board of Directors and leadership have worked together to: build a stronger and larger board, to develop a strategic plan for board development and diversity. The first goal is to recruite at least 4 new board members in the next fiscal year. The board plans to work with n-profit connect to identify possible new and diverse board members through their board member recruitment event. Participate in Arts KC workshops, meetings and board/volunteer matching events to support small and medium sized arts organizations. Work with past board members to seek new board members. Advisory Board Members Name Affiliation Mr. Don Dagenais Lathrop & Gage Ms. Caryn Hastings Community Arts Volunteer Mr. Philip Krause Polsinelli Shugart Ms. Kenna Lewis Community Arts Volunteer Ms. Doreen Maronde Educator, Ret. Mr. Ben Sayevich Educator Mr. John Schaefer Music Director, Ret. 9

10 Financials Fiscal Year Fiscal Year Start July 01, 2017 Fiscal Year End June 30, 2018 Projected Revenue $165, Projected Expenses $165, Endowment Value $0.00 Percentage 0% Detailed Financials Revenue and Expenses Total Revenue $134,123 $140,737 $178,495 Total Expenses $120,678 $132,506 $161,706 Revenue Sources Foundation and Corporation $79,930 $85,812 $113,831 Contributions Government Contributions $10,622 $16,525 $16,990 Federal State Local Unspecified $10,622 $16,525 $16,990 Individual Contributions Indirect Public Support $0 $0 $0 Earned Revenue $32,577 $36,227 $29,385 Investment Income, Net of Losses $0 $0 $0 Membership Dues $0 $0 $0 Special Events $0 $2,173 $275 Revenue In-Kind $10,994 $0 $18,014 Other $0 $0 $0 10

11 Expense Allocation Program Expense $93,829 $101,550 $104,890 Administration Expense $24,224 $28,182 $48,024 Fundraising Expense $2,625 $2,774 $8,792 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 78% 77% 65% Fundraising Expense/Contributed Revenue 3% 3% 7% Assets and Liabilities Total Assets $1,907 $22,322 $13,088 Current Assets $1,907 $22,322 $13,088 Long-Term Liabilities $41,244 $51,720 $55,220 Current Liabilities $28,297 $51,681 $47,178 Total Net Assets ($67,634) ($81,079) ($89,310) Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 2163% 232% 422% Top Funding Sources Top Funding Source & Dollar Amount Individual Donor Muriel McBrien Muriel McBrien $39,100 Kauffman Foundation Kauffman Foundation $25,000 $20,000 Second Highest Funding Source & Dollar Missouri Arts Council Individual Donor Individual Donor Amount $10,622 $24,400 $20,000 Third Highest Funding Source & Dollar Amount Individual Donor $5,000 Missouri Arts Council $16,525 Kauffman Foundation Grant $20,000 Capital Campaign Currently in a Capital Campaign? Goal $0.00 Capital Campaign Anticipated in Next 5 Years? Organization Comments Funding for the KCCO is derived from a variety of sources the following figures is an average of the past few years: Earned income = 21%,Foundations = 24%Individuals = 39%Government sources = 7%Special events & other =9% The KCCO has steadily improved funding since the economic downturn of The strongest improvement has been in support from individuals which has shown strong growth from during the past few years. As a small performing arts organization it is difficult to obtain the resources in staff hours and program dollars that would enable the KCCO to launch a comprehensive marketing campaign or to produce larger special fundraising events or to produce additional concerts. The staff is making full use of low-cost and no-cost marketing avenues. The KCCO has been able to expand the number of concerts and education programs through collaborations with other arts organizations such as the Paul Mesner Puppets during the concert season and the KCCO completed a similar collaboration with the Civic Opera and the Owen Cox Dance Company in staging Handel's "The Fairy Queen" for the season. In season the KCCO 11

12 collaborated with the Friends of Chamber Music to produce a 6 concert "All Bach" series that was extremely successful in reaching new and larger audiences. In The KCCO collaborated with Hope Lutheran Church to produce a unique program of Organ soloists and the Chamber Orchestra to dedicate their new organ. Currently the KCCO is working with Park University International Center for Music to collaborate on producing concerts that feature their faculty and graduate students in solos with the KCCO. These collaborations reduce productions costs for both organizations and increase marketing to new audiences. Foundation Comments FYE 6/30/2016, 2015, 2014: Financial data reported from IRS Form 990. Foundation/corporation revenue line item may include contributions from individuals. Created Copyright 2019 Greater Kansas City Community Foundation 12