Bach Beethoven & Brahms Society of Boston Inc General Information 26 Davis Avenue Suite 3B Brookline, MA 2445 761 (617) 9918721 Website www.bbbsociety.org Organization Contact Steven Lipsitt inquiries@bbbsociety.org Year of Incorporation 216 1
Statements & Search Criteria Mission Statement The mission of the Bach, Beethoven, & Brahms Society is to present imaginatively programmed concerts to a wide and diverse public, forging a connection between performers and audience. Central to our mission is our Signature Series of orchestra concerts played in historic Faneuil Hall by our professional instrumentalists. Other series will present chamber music, new music, and vocal music at other venues. BB&B also has a residency mentorship at Boston Arts Academy (the magnet arts high school of the Boston Public School system), holding open rehearsals, masterclasses, and question-and-answer sessions with BAA students. Background Statement BB&B was formed by the orchestra musicians and conductor, after Boston Classical Orchestra suddenly dissolved. Music director Steven Lipsitt learned of BCO's bankruptcy filing February 1st, and by noon on February 2nd had rallied the players, formed a board, filed all necessary IRS, Massachusetts Secretary of the Commonwealth, and Massachusetts Attorney General forms to incorporate as a 51(c)(3). BB&B played concerts on March 6th and April 17th (taking over the dates, venue, soloists, and repertoire that BCO had abandoned). The arts & culture press, and an enthusiastic public, welcomed the emergence of the new orchestra (Boston's newest professional chamber orchestra). Impact Statement BB&B incorporated on February 2, 216 and played its first orchestral concert on March 6, 216. This was a "feel-good" story (in the words of our arts industry peers) about a group of musicians banding together to keep a beloved musical enterprise alive. (The conductor and orchestra musicians had been employed as contractors by Boston Classical Orchestra, whose board of trustees abruptly (and without discussion with the musicians) filed for Chapter 11 bankruptcy on February 1, 216.) BB&B essentially "rescued" the March 6th and April 17th programs, taking over the dates, repertoire, and soloists that BCO had abandoned. The resilience of BB&B's efforts was widely noted in The Boston Globe, WBUR's The ARTery blog, and the (Metrowest) TAB newspapers. Needs Statement 1. Capacity-building: board recruitment, fundraising & development staffing, marketing staffing & resources. $35,. 2. General operating expenses: current budgeting expects 5% of budget to come from subscription and single-ticket sales --- a bit high by industry standards. Individual, corporate, & foundation grants will need to perform well. $35,. 3. Administration support: QuickBooks, bookkeeper services, accounting services. $25,. 4. Website redesign and management. $15,. 5. Acoustical drapes/banners for Faneuil Hall. $1,. CEO/Executive Director Statement Our Faneuil Hall venue offers an intimacy & immediacy not available on other orchestra concert series; and the historicity and architectural splendor of the hall add additional charm & atmosphere. The palpable enthusiasm of the orchestra musicians and soloists in sharing their artistry, and conductor Steven Lipsitt's comments from the podium, make these concerts especially vivid, enjoyable, engaging events. 2
Board Chair Statement BB&B was launched with abundant good will, enthusiasm, musical professionalism, and a strong desire to serve the several hundred concert-goers who already enjoy orchestra concerts in Faneuil Hall, and to draw newer and more diverse audiences as well. The musical artistry is world-class, and is the most powerful attraction of the group to subscribers and donors. The guest solo artists and choice of repertoire strengthen the appeal of attending concerts and volunteering to help guide the organization. We already have the enthusiastic support of ArtsBoston, staff at the Massachusetts Cultural Council, the Boston Musicians' Association, many members of the Boston music press, and several hundred concertgoers. Our biggest and most immediate challenge is to build a board, establish a track record of successful grantsmanship, and generally leverage the goodwill and interest to stabilize our business plan and begin to spread our wings. Service Categories Music Elementary & Secondary Schools Higher Education Geographic Areas Served Please review online profile for full list of selected areas served. 3
Programs September orchestra concert Description September 11, 216: In memory of the victims, in tribute to the heroes, in celebration of the survivors.bach: Air on the G-string; Brahms: Violin Concerto (with InMo Yang); Beethoven: Symphony. 3 ("Eroica") Budget 35 Category Population Served Program Short Term Success Arts, Culture & Humanities, General/Other Music General/Unspecified, Families, Adults Greater Boston concertgoers will experience the beauty and thrill of hearing Bach, Beethoven, & Brahms live, at a world-class level, in an intimate space. Program Long term Success Greater Boston audiences will experience the beauty and thrill of live classical music in an intimate space, fostering a connection between performers and public. Enjoyment, enrichment, edification. Improved quality of life. Program Success Monitored By Examples of Program Success Audience response; music industry peer response; music press critical response (reviews). 38 attendees at March 6th concert; 49 attendees at April 17th concert. BB&B was the third-highest-ranked classical music nonprofit in the Boston Globe's GRANT (Globe Readers And nprofits Together) program, state-wide, demonstrating an extraordinary groundswell of "populist" support for a brandnew organization. We also garnered positive preview and review press. October orchestra concert Description October 23, 216: Ginastera: Concerto for Strings; Bach: Suite in B minor (with Elizabeth Rowe, BSO principal flute); Mozart: Symphony. 41 ("Jupiter") Budget 25 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Arts, Culture & Humanities, General/Other Music General/Unspecified, Families, Adults 4
vember orchestra concert Description vember 2, 216:Stravinsky: Concerto in D for Strings; Tchaikovsky: Violin Concerto (with Tamara Smirnova, BSO associate concertmaster); Haydn: Symphony. 14 ("London") Budget 325 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Arts, Culture & Humanities, General/Other Music General/Unspecified, Families, Adults March orchestra concert Description March 5, 217Bach: Brandenburg Concerto. 3; Howard Frazin: Viola Concerto [world premiere] (with Kim Kashkashian, NEC faculty); Tchaikovsky: Serenade for Strings Budget 225 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Arts, Culture & Humanities, General/Other Music General/Unspecified, Families, Adults April orchestra concert Description April 23, 217Brahms: Hungarian Dances; Bach: Concerto for Oboe d'amore (with Robert Sheena, BSO English horn); Beethoven: Symphony. 5 Budget 375 Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Arts, Culture & Humanities, General/Other Music General/Unspecified, Families, Adults Program Comments 5
CEO Comments Our most immediate challenges include building a board, establishing a track record of grantsmanship, putting in place systems & procedures that will guarantee that the administrative side of BB&B can match the already-high artistic side. 6
Management CEO/Executive Director Executive Director Mr. Robert L. Pape Term Start May 217 Email rlpape@gmail.com Experience Managing Consultant Robert Pape is assisting us into September 217. He serves as (full-time) Executive Director of Boston Musica Viva. Staff Information Full Time Staff Part Time Staff Volunteers Contractors Retention Rate 2 1 31 1% Staff Demographics - Ethnicity African American/Black 2 Asian American/Pacific Islander 3 Caucasian 24 Hispanic/Latino 2 Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified 13 18 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation 7
n Management Formal Evaluation Frequency Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Does your organization have a Business Continuity of Operations Plan? Management Succession Plan? Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Is your organization licensed by the Government? Registration Permit? Under Development Under Development Under Development Under Development Yes Yes Yes Collaborations Boston Arts AcademyBoston Public School systemsaint John Paul II Catholic Academy Comments CEO Comments Our biggest challenges are expanding the board, shoring up our business plan & finances & administrative structure & capacity. 8
Board & Governance Board Chair Board Chair Prof. Herbert F. Voigt III Company Affiliation Boston Univ. Term May 217 to June 219 Email hfv@bu.edu Board CoChair Board CoChair Mr. Richard Fried Company Affiliation self Term May 217 to June 219 Email richard-fried@comcast.net Board Members Name Affiliation Status Mr. Richard Fried self-employed Voting Ms. Claude Hobson self-employed Voting Ms. Donna Jerome Jack Conway Realtors Voting Mr. Steven Lipsitt self-employed musician Exofficio Ms. Patricia Ostrem retired Voting Ms. Kristen Severson Owner, Oboe Cane & Reeds Voting Mr. Dennis Sullivan PIMCO Voting Prof. Herbert F. Voigt III Boston Univeristy Voting Mr. Joel Wechsler Tzell Travel Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 9 Hispanic/Latino Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 5 4 9
Board Information Board Term Lengths Board Term Limits Number of Full Board Meetings Annually Board Meeting Attendance % Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Percentage Making In-Kind Contributions Constituency Includes Client Representation 3 2 1 1% Under Development Under Development 1% 4% Comments CEO Comments Immediate challenge is expanding the board, staffing fundraising/development efforts (including grantwriting), building capacity. 1
Financials Fiscal Year Fiscal Year Start July 1, 216 Fiscal Year End June 3, 217 Projected Revenue $156,9. Projected Expenses $156,854. Endowment? Spending Policy Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year 219 218 217 Total Revenue -- -- -- Total Expenses -- -- -- Revenue Sources Fiscal Year 219 218 217 Foundation and Corporation -- -- -- Contributions Government Contributions $ $ $ Federal State Local Unspecified Individual Contributions -- -- -- Indirect Public Support -- -- -- Earned Revenue -- -- -- Investment Income, Net of Losses -- -- -- Membership Dues -- -- -- Special Events -- -- -- Revenue In-Kind -- -- -- Other -- -- -- 11
Expense Allocation Fiscal Year 219 218 217 Program Expense -- -- -- Administration Expense -- -- -- Fundraising Expense -- -- -- Payments to Affiliates -- -- -- Total Revenue/Total Expenses -- -- -- Program Expense/Total Expenses -- -- -- Fundraising Expense/Contributed Revenue -- -- -- Assets and Liabilities Fiscal Year 219 218 217 Total Assets -- -- -- Current Assets -- -- -- Long-Term Liabilities -- -- -- Current Liabilities -- -- -- Total Net Assets -- -- -- Short Term Solvency Fiscal Year 219 218 217 Current Ratio: Current Assets/Current Liabilities -- -- -- Long Term Solvency Fiscal Year 219 218 217 Long-Term Liabilities/Total Assets -- -- -- Top Funding Sources Fiscal Year 219 218 217 Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? Comments CEO Comments We are currently establishing best practices in accounting & bookkeeping. Foundation Staff Comments This organization is new and received its nonprofit status in 216, per the IRS letter above. Financial information will be presented when it becomes available. Created 4.19.219. Copyright 219 The Boston Foundation 12