La Musica Di Asolo Inc SUMMARY Mission Our mission is to bring together the finest musicians of Europe and the Americas to present exciting programs of familiar and unusual chamber music, communicating a joy in performance to enthusiastic audiences. We strive for high artistic standards in selecting musicians for each annual festival. A major goal is community outreach to draw people into the creative process through special performances and daily open rehearsals. During open rehearsals, musicians collaborate and meld their different musical traditions as the growing audiences listen and learn about musical expression and interpretation. A primary focus of our mission is to reach out to young students, stimulating a love for music which will bring them as older students and adults to those rehearsals and performances. Through these programs, we hope to foster a growing audience for the arts. Contact Information Primary Address PO BOX 5442 Alternate Address PO BOX 5442 SARASOTA, FL 34277-5442 SARASOTA FL 34277 5442 Phone 941 366-8450 7 Email Website Facebook info@lamusicafestival.org www.lamusicafestival.org pages/la-musica-international-chamber-music- Festival/366840690859 General Information nprofit Organization Does Business As (DBA) La Musica Di Asolo Inc 1
La Musica La Musica International Chamber Music Festival Tax Exempt Status Public Supported Charity Incorporation Year 1987 State Charitable Solicitations Permit Mar 2019 State Registration 0 2
BACKGROUND & NEEDS Impact Statement Accomplishments1. Our partnership with Classical Music Discoveries, the world s largest internet radio station, has allow us to continue to reach new audiences. 2. La Musica had a highly successful 32nd season, with an overall increase of 10% in ticket sales and a 28% increase in new ticket buyers for concerts and events.3. A very effective DVD of La Musica at Thirty was created that was broadcast several times on WEDU. It is still being re-broadcast.4. We received funding and developed and launched a revised & successful new website, with many new links & resources.5. For the 33rd season, we are presenting Ann Hobson Pilot, now a local resident & acclaimed former principal harpist with the Boston Symphony Orchestra. Also, we are proud to be presenting Demarre McGill, Avery Fisher Career Grant winner and current principal flutist with the Seattle Symphony Orchestra. And returning with a new competition award is Christine J. Lee, who recently won the prestigious 1st prize award at the Isang Yun Cello Competition in S. Korea. Goals:1. Continue to increase the number of new ticket buyers through the effortsof the Amici and the Community Outreach Committee while retaining past audience through the qualityof the programming.2. With the growing international exposure, we will work to draw new visitors to thearea with the specific intention of attending the Festival. Needs Statement 1. Transportation costs for 3 European and all of U.S. musicians with their instruments @$2,000 each. 2. Additional Corporate sponsorships for concert programs @$10,000 per concert. 3. Sponsorships for individual musicians @$1,250 per concert. 4. Additional funding to improve staff salaries by 20%, and increase staffing levels. 5. Increase Individual & Private sponsorships at the $2,500 level to help fund special events. Background Statement For 32 years, La Musica has been bringing together outstanding European and American chamber musicians fortwo and one-half weeks of intense music making in which differing traditions and ideas are discussed, clarified, and presented in concerts of superior quality.among the annual festival events are pre-concert lectures, open rehearsals and performances at the historic Sarasota Opera House, plus specialcommunity events and appearances.la Musica has established itself as an artistic and critical success and an outstanding American cultural institution.guided by Artistic Director Bruno Giuranna and Associate Artistic Director Derek Han,La Musica presents exciting programs of familiar andunusual chamber music, communicating a joy in performance to enthusiastic audiences. La Musica is steered by a newly appointed executive director, Mark ble and a dedicated board of directors.throughout its history, La Musica has collaborated with other cultural organizations, both national (Chamber Music Society of Lincoln Center) and local (Sarasota Film Society, Sarasota Ballet, Ringling College of Art and Design, GuitarSarasota).New works have been commissioned and/or premiered (Turchi, Wallach, Bracali, Wyner, Hyman, Winn, Tower, Bilik).Each year since 1998, La Musica has embarked on a thematic excursion, exploring ways in which music relates to other art formsand cultural movements. Statement from the Board Chair Chamber Music will never be an art form that attracts a mass audience yet those of us who love and appreciate it are as passionate as those who love and appreciate other art forms. For me, I studied music throughout my college years but realized (fortunately for me) that I possessed neither the passion nor the drive necessary to succeed as a performer and instead have used my musical knowledge to become a very avid and appreciative listener. La Musica is very fortunate to attract many of the world s greatest musicians and it is the uniqueness of our festival that makes it so enjoyable to its many patrons. The opportunity to attend and listen in during rehearsals is almost unheard of. Hearing a piece of music from the first time the musicians open their sheet music and then being part of the journey that takes that piece and ultimately transforms it into the final concert performance is a truly remarkable experience. That along with the ability to interact with musicians 3
who participate in our festival has created an extremely loyal following and it is our goal to continue to meet or exceed our audience s high expectations as we continue into the future. Of course as with all arts and cultural organizations ticket sales do not begin to cover expenses and it is imperative that our organization does everything possible to garner donations from our listeners, the local business community and charitable organizations. We have always sought to bring our festival experience to all who appreciate it. Our audience comprises a broad spectrum within all socioeconomic levels and with that in mind our goal is and will continue to be to offer a great experience that is accessible to all who wish to take part in it. In order to continue meeting that goal it is vitally important that those within our community who have an appreciation for what we do support us as generously as possible. Statement from the CEO/Executive Director The uniqueness of La Musica lies in the adherence to the purpose for which it was founded: to bring back the original art form of music performed in a room, but to give it modern expression. While the great salons of Europe are no longer viable, we have shown for 31 years that the concept of friends getting together to play for friends still works. That is the importance of our open rehearsals where musicians and audience in an intimate setting can grow together in musical understanding and form a relationship that transcends the formality of the concert hall. Areas Served FL- Sarasota FL- Manatee FL Service Categories Primary Organization Type Secondary Organization Type Tertiary Organization Type Arts,Culture & Humanities Arts,Culture & Humanities Arts,Culture & Humanities 4
PROGRAMS Concerts at the Sarasota Opera House Description La Musica brings together outstanding European and American chamber musicians for its annual festival of intense music making in which differing traditions and ideas are presented in public concerts of superior quality at the historic Sarasota Opera House. Each season embarks on a thematic excursion exploring ways in which music relates toother art forms and cultural movements. Budget $155,465.00 Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Performing Arts General/Unspecified General/Unspecified General/Unspecified With every festival, the desire is to increase national and international exposure, not only locally with physical attendance rates but digitally from media coverage and podcast listeners. We hope to increase attendance rates by 10% and reach over 40 million listeners worldwide this upcoming season. Throughout its history, LaMusica has collaborated with other cultural organizations, both national(chamber Music Society of Lincoln Center) and local (Sarasota Film Society,Sarasota Ballet, Ringling College of Art and Design). New works have beencommissioned and premiered (Turchi, Wallach, Bracali, Wyner, Hyman, Winn,Tower, Bilik). Such collaborations will continue and are critical for the growth and success of the festival. Audience surveys and ticket sales data provide geographic statistics of concert attendees. Analytics of podcast traffic and downloads provide details of listener audience and demographics. Online tickets sales indicate a 15% increase in out-of-area concert attendees. Podcast analytics showed our podcast from last season was heard by 33 million listeners around the world.la Musica's 30th Anniversary DVD was aired on PBS. 5
Open Rehearsals at Sainer Pavilion Description During the annual festival, La Musica musicians are in residence for daily rehearsals at the Mildred Sainer Pavilion of New College of Florida. Rehearsals are open to the public for a fee, with no charge to festival subscribers, college faculty, or students. The idea is to draw audiences into the creative process of music making, communicating the joy and enthusiasm in performing arts. Budget $47,600.00 Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Music Appreciation General/Unspecified Attendance numbers at the daily rehearsals provide a good indication of the interest in the program - very good attendance and enough to keep this program in place. By drawing audiences into the creative process of music making during open rehearsals, La Musica intends to generate a greater appreciation of chamber music. Our open rehearsals can offer audiences with an introduction or better understanding of chamber music ultimately resulting in larger audiences for our festival performances. La Musica staffs a volunteer coordinator on premise during all open rehearsals. The coordinator tracks attendance on a daily basis and provides a final report at the end of the season. Also acting as festival representative, the coordinator fields questions and comments from audience members; these are often recorded and/or shared with the executive committee. The final attendance report provided by the volunteer coordinator at the end of season is compared from year to year. The numbers, always substantial, have increased by 5% over the last three years. 6
La Musica Schools Project Description Throughout the past 20 years, La Musica s school outreach program has expanded and morphed into a DVD-recorded performance for third, fourth and fifth grade students throughout Sarasota County's school system. Through a collaboration with EdExploreSRQ, the program is available on the internet for all teachers to access and request a copy of the DVD and the guide for their individual classrooms. The underlying thesis of our project is an interactive performance to coincide with the curriculum guide to impart a love of music in young audiences and demonstrate how music speaks with a universal tongue, no matter the differences in language and ethnicity. This program is also part of the EdExploreSRQ offerings. Budget $12,350.00 Category Program Linked to Organizational Strategy Arts, Culture & Humanities, General/Other Music Population Served Children Only (5-14 years) Children Only (5-14 years) Children Only (5-14 years) Short Term Success Long Term Success Program Success Monitoring Program Success Examples All music teachers and classroom teachers have access to the program which inspires students and they gain an interest in music and the performing arts. By bringing students into the conversation and introducing them to a variety of instruments at this early age, at least 5% of these children will seek formal music lessons. La Musica tracks the number of DVDs sent and to which schools. We can also request surveys from the music teachers with feedback about the program including positive or negative response from the students, level of interest and participation, and whether any of the students sought further music lessons. We have received letters from teachers and students over the course of the program's 20 years. These comments have helped shaped the program and make the changes necessary for its success and continuation. When the program began to conflict with FCAT schedules, we received suggestions from students, teachers, and arts administrators who encouraged the in-class activity and DVD program rather than having the program end altogether. Comments Program Comments by Organization Our program challenges are threefold:first, to create programming that inspires both audiences and musicians; Second, to gather musicians who can put the programs together seamlessly with only three rehearsals per performance that are open to the public; Third, to find the financial support to meet the first two challenges. Thanks to the ability of our artistic director, the first challenge becomes an opportunity to share familiar and little known works with the audience. Our artistic director, Bruno Giuranna, is a master, creating programming that is thematic and provides a learning experience for both musicians and audience (see TheStrad, September 2013, in Other Documents).A mix of musicians, old and young, experienced and new to La Musica results in success in meeting the second challenge. Since our musicians play throughout the world, they are always alert for those who would work well in our environment. So it is thethird challenge that demands our attention. We must find more ways to increase financial support in order to sustain this outstanding institution, and by joining as a Giving Partner, we hope to expand our horizons. 7
MANAGEMENT CEO/Executive Director CEO/Executive Director Mark ble CEO Term Start July 2017 CEO Email mnoble@lamusicafestival.org Former CEOs/Executive Directors Mr. Frederick Derr July 0 - June 2018 Mrs. Sally Faron Aug 1989 - Oct 2014 Senior Staff Kelly Fores Marketing Coordinator Mark ble Executive Director Robyn Sullivan Box Office Manager Terry Sullivan Finance Manager Staff & Volunteer Statistics Full Time Staff 0 Part Time Staff 4 Staff Retention Rate % Professional Development N/A Contractors 11 Volunteers 88 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation Collaborations Classical Music Discoveries, partnership since 2011 to produce podcasts of La Musica concerts for worldwide internet broadcasting.legacy of Valor/The Patterson Foundation, partnership since 2012 to expand community outreach to honor and serve veterans by creating specific programs/performances for them to attend and participate.edexploresrq, partnership since 2011 to allow music teachers within Sarasota County to access an 8
interactive DVD performance of La Musica, along with a curriculum guide, for use as an introduction to music and instruments. In 2016, WEDU broadcast La Musica's 30th Anniversary special, a one-hour program developed and produced by La Musica. This remains available on PBS and is a DVD for sale via La Musica's website.guitarsarasota, a new collaboration in 2017 to highlight the role of classical guitar in chamber music. Collaboration with GuitarSarasota to continue in 2018. Comments Management Comments by Organization As retirement becomes a concern, we are embarking on discussions of succession for the CEO. The board of directors is dedicated to the preservation of the festival and realizes its contribution to the arts and culture of the community. At the same time, as our audiences age so arises the challenge to encourage and develop new and younger audiences for the sustenance of the organization. With technological advances in marketing and development strategies, the organization needs a new leader who can embrace these ideas and use them with innovation to help the organization thrive. New Executive Director, Mark ble, chosen by Board Search Committee (5 members of Board), presented & interviewed by full Board, unanimously accepted, to begin tenure July 1, 2017. 9
GOVERNANCE Board Chair Board Chair Mr. Samuel Schackow Company Affiliation Chapman and Associates, President Board Term July 2018 to June 2019 Board Chair Email samschack@yahoo.com Board Co-Chair Board Co-Chair Company Affiliation Mr Bruce Lehman Board Term July 2018 to June 2019 Board Co-Chair Email International Intellectual Property Institute, Chairman & President blehman@iipi.org Board Members Name Affiliation Status Mr. Jerry Bilik retired Voting Mrs. Terri Derr Michael Saunders & Co. Voting Mr. Frederick M. Derr Frederick Derr and Company Voting Mrs. Sally R. Faron La Musica President Voting Mrs. Nancy Gold Community Volunteer/La Musica Board Secretary Voting Mrs. Renee Hamad Community Volunteer Voting Ms. Jeanne Marie Hamil volunteer Voting Mr. Charles Hamilton community volunteer Voting Mr. Bruce Lehman community volunteer Voting Mr. John Moffitt retired Voting Mr. Stephen Neumer Consultant / Corporate Aquisitions Voting Mr. Samuel Schackow Chapman and Associates Voting Mr. Robert Stanton Ringling College of Art and Design Voting Ms. Amanda Stiff Harbor Financial Services LLC Voting Mr. Waddy Thompson Fundraising Consultant / Author Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 15 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 10
Board Demographics - Gender Male 9 Female 6 t Specified 0 Governance Board Term Lengths 1 Board Term Limits 99 Board Orientation Number of Full Board Meetings Annually 6 Board Meeting Attendance % 76 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 100 Constituency Includes Client Representation Standing Committees Executive Volunteer Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Communications / Promotion / Publicity / Public Relations Community Outreach / Community Relations Development / Fund Development / Fund Raising / Grant Writing / Major Gifts 11
FINANCIALS Current Financial Info Tax Year Begins 2018 Tax Year Ends 2019 Projected Revenue $297,824.00 Projected Expenses $297,824.00 Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $0.00 Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 Anticipate Campaign Within Next 5 Years? IRS Form 990s La Musica Form 990 2017-18 La Musica Form 990 2017-18 La Musica Form 990 2016-17 La Musica Form 990 2015-16 La Musica Form 990 2014-15 Form 990 2013-2014 LaMusica990-2012-13 LaMusica990-2011-12 LaMusica990-2010-11 LaMusica990-2009-10 Form 990 Form 990 Audit/Financial Documents La Musica Audit 2017-18 La Musica Audit 2016-17 La Musica Audit 2015-16 La Musica Audit 2014-15 La Musica Audit 2013-14 LaMusicaAudit2012-13 LaMusicaAudit2011-12 12
LaMusicaAudit2010-11 LaMusicaAudit2009-10 Solvency Short Term Solvency Fiscal Year 2018 2017 2016 Current Ratio: Current Assets/Current Liabilities 3.87 -- -- Long Term Solvency Fiscal Year 2018 2017 2016 Long-Term Liabilities/Total Assets 0% 0% 0% Historical Financial Review Revenue and Expenses Fiscal Year 2018 2017 2016 Total Revenue $235,927 $226,337 $241,509 Total Expenses $243,809 $204,508 $211,709 Revenue Sources Fiscal Year 2018 2017 2016 Foundation and Corporation $0 $0 $0 Contributions Government Contributions $32,391 $19,882 $21,464 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $32,391 $19,882 $21,464 Individual Contributions $122,716 $124,001 $130,974 Indirect Public Support $0 $0 $0 Earned Revenue $68,786 $68,205 $80,055 Investment Income, Net of Losses $17 $14 $14 Membership Dues $0 $0 $0 Special Events $9,753 $12,985 $5,832 Revenue In-Kind $27,133 $16,853 $16,853 Other $2,264 $1,250 $3,170 Expense Allocation Fiscal Year 2018 2017 2016 Program Expense $194,742 $176,862 $186,628 Administration Expense $43,823 $25,213 $25,081 Fundraising Expense $5,244 $2,433 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 0.97 1.11 1.14 Program Expense/Total Expenses 80% 86% 88% Fundraising Expense/Contributed Revenue 3% 2% 0% Assets and Liabilities 13
Fiscal Year 2018 2017 2016 Total Assets $54,650 $48,384 $26,571 Current Assets $54,650 $48,384 $26,571 Long-Term Liabilities $0 $0 $0 Current Liabilities $14,121 $0 $0 Total Net Assets $40,529 $48,384 $26,571 Top Funding Sources Fiscal Year 2018 2017 2016 Top Funding Source & Dollar Amount Contributions, gifts, grants $122,716 Contributions, gifts, grants $124,001 Contributions, gifts, grants $130,974 Second Highest Funding Source & Dollar Program Service Ticket Sales $58,775 Ticket Sales $64,770 Amount Revenue $68,786 Third Highest Funding Source & Dollar Amount Government Grants - Unspecified $32,391 Government Grants - Unspecified $19,882 Government grants - unspecified $21,464 Comments Financial Comments by Organization Major financial challenges continue to be building audience income while keeping ticket prices reasonable, and increasing corporate and foundation support to provide for a stable basis for longterm planning. Starting in 2015, we developed a multi-phase plan to attract new audience which resulted in a 20% rise in new concert goers. Indications from 2016 are that we retained a good share of them. Helping to spread the word is a new group, Amici de La Musica, who are tasked with spreading the word. A new and energetic Development Committee, composed of Board, Staff, and Amici is seeking new sources of corporate and foundation support. Financial Comments by Foundation Financial information taken from IRS Forms 990 and 990-EZ as well as audit documents. Individual contributions include foundation and corporate support. Federal tax returns and audited financial statements reconcile. The value of in-kind contributions is included in income on the financial statements. 14
PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Strategic Plan Adopted v 2017 Years Strategic Plan Considers 1 Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created 04.19.2019. Copyright 2019 15