ARTIS-NAPLES General Information Contact Information Nonprofit ARTIS-NAPLES Primary Contact First Name Kathleen Primary Contact Last Name van Bergen Address 5833 Pelican Bay Blvd. Naples, FL 34108 Phone (239) 254-2601 Organization E-mail info@artisnaples.org Web Site www.artisnaples.org Facebook http://www.facebook.com/ Twitter http://www.twitter.com/ At A Glance Year of Incorporation 1983 Former Names Organization's type of tax exempt status PHILHARMONIC CENTER FOR THE ARTS INC. Public Supported Charity Organization EIN# 59-2322926 1
Statements & Search Criteria Mission Home to The Baker Museum and the Naples Philharmonic, Artis Naples creates and presents world-class visual and performing arts. We inspire, educate and entertain to enrich our diverse community. CEO/Executive Director Statement Areas Of Service Areas Served Areas Served ALL Geographic areas served in Collier County Naples, Marco Island, Greater Collier County, Ft. Myers Service Catergories Arts & Culture Symphony Orchestras Museums 2
Programs Programs Naples Philharmonic Description The Naples Philharmonic performs more than 140 orchestral and chamber music concerts, as well as opera and ballet, education, community and special event concerts annually in the 1,425-seat Hayes Hall, the 289-seat Daniels Pavilion and around the Southwest Florida region. Founded in 1982 as the Naples-Marco Philharmonic, the orchestra performed four concerts in its first season. In 1989 the orchestra moved to its current home in Naples, and since then the ensemble has grown in scope, size and artistic impact. In his second season as Music Director, Boreyko continues to expand the repertoire and redouble the orchestra's dedication to world-class performances. In 2009 Jack Everly was named Principal Pops Conductor and continues today in that role. Budget 5479619 Long-Term Success Russian Conductor, Andrey Boreyko, is one of the most exciting and dynamic conductors to emerge from Eastern Europe in recent years. Mr. Boreyko began his formal tenure as Music Director of Artis Naples with the 2014-15 season. In addition, he holds the position of Music Director of Orchestre National de Belgique and that of Principal Guest Conductor of the Orquesta Sinfonica de Euskadi. Across his career, he has conducted orchestras such as the Berliner Philharmoniker, Munchner Philharmoniker, Royal Concertgebouw, Orchestre de Paris, the London Symphony and Rotterdam Philharmonic. Equally in demand in North America, he has worked with the New York Philharmonic, Los Angeles Philharmonic, the Cleveland and Philadelphia orchestras as well as the Toronto, Chicago, Boston, Pittsburg and Montreal symphony orchestras. With his important appointment as Music Director we have solidified a culture committed to quality and a unified Artis Naples platform. Mr. Boreyko not only has the artistic vision to continue building the Naples Philharmonic, he has the artistic prowess to celebrate the wider programmatic platform which crosses disciplines. He also has the capacity to communicate passionately to a local, national and international public that Naples is defining a cultural identity for Florida and the wider southeastern region. From our founding, our patrons have demanded distinctive, quality, cultural programming while today's younger audiences seek ways to connect the arts and humanities. Both expectations will expand and intensify over the coming decade. All can look with confidence to Artis Naples. With one foot placed solidly in the performing arts and the other in the visual arts, we are uniquely positioned to explore sophisticated thematic concepts and foster deep connections to remain relevant, interesting and engaging for our core patrons, new audiences and indeed, our wider region and home state for decades to come. Examples of Long-Term Success Target Population 1 Target Population 2 Adults Children and Youth (0-19 years) 3
Artis Naples Description Artis Naples is the home of The Baker Museum and the Naples Philharmonic. More than 300,000 people are welcomed to Artis Naples' 8.5 acre campus each year where, as a whole, Artis Naples creates and presents more than 300 concerts, events and exhibitions each year including 140 orchestra-based programs and 20 museum-based programs. Our artistic offerings reflect a celebrated resident ensemble that embraces a wide variety of programming including chamber music, jazz, pops, ballet and opera. Now celebrating the 15th anniversary of its grand opening, The Baker Museum is the largest fine arts museum in Southwest Florida. It includes a three-story, 30,000 square foot museum with 15 galleries, glass dome conservatory and resource room. Special features include the Museum's entrance gates, designed by renowned metal artist Albert Paley, and a Persian Ceiling created by popular glass artist Dale Chihuly. In addition, Artis Naples is proud to have built and sustained successful partnerships to further our artistic goals including a two-decades long partnership with the Miami City Ballet; a fifteen-year partnership with BROADWAY ACROSS AMERICA (BAA); a fifteen-year visiting orchestra series including regular appearances by the Israel Philharmonic, the Philadelphia Orchestra, the Cleveland Orchestra, the Mariinsky Orchestra and beginning this year, the Vienna Philharmonic in its Florida debut; ten-year partnerships with regional churches, schools, community enters to extend our artistic reach beyond our campus; and a two-decades long partnership with Collier County Public Schools that delivers a robust program of arts education to nearly 50,000 schoolchildren annually. Budget 13155741 Long-Term Success Examples of Long-Term Success As we look to the future, we see continued population growth throughout our state and a transfer of wealth that is being accompanied by a transfer of cultural values and expectations. In addition, we have an emerging home-state population with arts and cultural aspirations and needs including youth education. From our inception, Artis Naples' patrons have demanded distinctive, quality, cultural programming and have both expected and supported a range of arts education initiatives. Because our fundamental mission remains the creation and presentation of world-class visual and performing arts programming, our measure of success is our ability to leverage our unique position within our Southwest Florida region to engage our core patrons, reach new audiences and satisfy the needs and aspirations of all residents. Artis Naples, home of The Baker Museum and the Naples Philharmonic, is Southwest Florida's premier arts and cultural destination with more than 300 concerts, performances, exhibitions and education events for patrons of all ages from September to July each year. Led by CEO and President Kathleen van Bergen and Music Director Andrey Boreyko, the organization's mission to create and present world-class visual and performing arts provides for a broad array of artistic and educational opportunities for the entire community. This includes more than 140 orchestral and chamber music concerts, up to 20 museum-based exhibitions and educational programming that serves nearly 50,000 Lee and Collier County schoolchildren and some 7,000 older adults through popular (often sold-out) Lifelong Learning programs. In FY15, this was achieved with a balanced budget (the first in more than a decade), and the forecast of a similarly balanced budget in FY16 and beyond. 4
Target Population 1 Target Population 2 Adults Children and Youth (0-19 years) The Baker Museum Description Now celebrating the 15th anniversary of its grand opening, The Baker Museum is the largest fine arts museum in Southwest florida. it includes a three-story, 30,000 square foot museum with 15 galleries, glass dome conservatory and resource room. Special features include the Museum's entrance gates, designed by renowned metal artist Albert Paley, and a Persion Ceiling created by popular glass artist Dale Chihuly. Frank Verpoorten, Director and Chief Curator of The Baker Museum, has played curatorial roles in Brussels, Belgium and New York City at such esteemed institutions as the Museum of Modern Art, Snug Harbor Cultural Center, the Newhouse Center for Contemporary Art and the Dahesh Museum of art. Immediately prior to taking the helm at The Baker Museum, Frank served as Cultural Attache for the Representation of the Government of Flanders (Belgium). As Cultural Attache, Frank oversaw multidisciplinary cultural programming for the Belgian government, including exhibitions, performing arts initiatives, lectures and film programs. Budget 1813331 Long-Term Success Examples of Long-Term Success Target Population 1 Target Population 2 Long-term success will include increasing attendance (currently grown to over 30,000 patrons per year), the ability to secure important traveling exhibitions as well as present curated collections drawn from our permanent collections. Expansion of the collection is also important. Trending to date reflects success in all these areas. Growth of our patron base, the progress of our exhibitions and the increasing scholarship on our permanent collection are three key examples of our success. The Baker Museum opened 15 years ago with a nascent collection of American masters. Today, it features a permanent collection focused on American Modernism and presents a schedule of traveling exhibitions from around the world. Our patronage has grown to more than 30,000 per year with Art After Hours, our monthly open house routinely includes 800-1400 guests. Most recently, exhibitions we have presented included Exploring America, featuring works by Albert Bierstadt, Georgia O'Keefe and John James Audubon; Gods and Heroes, Masterpieces from the Ecole des Beaux-Arts, Paris, the first such exhibition in the United States in more than 40 years. Naples Collects, a once-in-a-lifetime collection curated personally by Museum Director and Chief Curator Frank Verpoorten of rarely viewed works held in the private collections and homes of Naples collectors will open early next year. Adults Children and Youth (0-19 years) 5
Impact Goals What are your organization's long-term strategic goals? From our founding, Artis Naples has been central to defining our community as one of cultural participation and excellence rather than - like so much of our state - one solely defined by beaches, golf and fine or relaxed living. Our programmatic footprint is, and will remain, vast, especially for a community of our size. More than 300,000 people are welcomed to our campus annually and as a whole, Artis Naples creates and presents more than 300 concerts, events and exhibitions each year. As we look to the future, we see continued population growth throughout our state and a transfer of wealth that is being accompanied by a transfer of cultural values and expectations. As noted above, from our inception, Artis Naples' patrons have demanded distinctive, quality, cultural programming. Because our most fundamental belief is that the arts and culture enrich and expand life, all can look with confidence to Artis Naples. With the guidance of our leadership and support from our community, patrons and donors, Artis Naples will remain a true multi-disciplinary organization with one foot placed solidly in the performing arts and the other in the visual arts, uniquely positioned to not only to meet these expectations for the benefit of our Southwest Florida community, but to surpass them. Strategies What are the major strategies you will do to accomplish your goals? Our strategies for reaching our goals are to maintain focus on fiscal responsibility and achieving a balanced annual budget, remain fully engaged with and committed to a multi-disciplinary programmatic approach, continue to expand community relationships and partnerships for the good of our community and continue to pursue world-class excellence in all that we do. Capabilities What are your organization s capabilities for doing this? Artis Naples' 8.5 acre campus houses the 1,425-seat Hayes hall, the 289-seat Daniels Pavilion, and the 30,000 square foot Baker Museum. The orchestra features a core of 51 musicians, expanding in FY16 to 53, prepared to play a wide range of music including orchestral and chamber works, jazz, ballet and opera. We also host a range of visiting artists and organizations including Miami City Ballet, BROADWAY ACROSS AMERICA among others. The Baker Museum is the largest fine arts museum in Southwest Florida. It includes a three-story, 30,000 square foot museum with 15 galleries, glass dome conservatory and resource room. Special features include the Museum's entrance gates, designed by renowned metal artist Albert Paley, and a Persian Ceiling created by popular glass artist Dale Chihuly. We also feature an Education Department leading a range of programming to serve nearly 50,000 area schoolchildren through both visual and performing arts programming and some 7,000 adults through Lifelong Learing programs that are often sold-out. As a single, multi-disciplinary organization, Artis Naples is uniquely positioned to meet the arts and cultural expectations of our patrons and needs of our community. Indicators What indicators do you use to measure progress? Artis Naples uses metrics to track our progress and regularly evaluates the following: * Artistic Excellence * Patron experience * Budgeted reveneus and expenses compared to actual * Ticket and Subscription sales * Individual, corporate, foundation and government donations * Community outreach * Marketing effectiveness 6
* Audience development * Performance diversity * Collaborations and partnerships * Governance standards * FASB standards * Audits Outcomes that are measured continue to include: * Attendance (versus actual tickets sold) * Individual and Group ticket sales and subscription sales * Overall program costs * Audience trends * Media coverage and reviews * Peer reviews * Overall bottom line profitability/loss * Number of Households Additional Measurements, Financial: Every concert or event in each season is budgeted based on overall revenue, number of tickets sold, percentage fo the house filled, overall and individual category expenses as well as final P/L. Moving into FY16, we are pleased to introduce tracking of additional important statistics including the percentage of revenues raised from new versus renewing ticket and subscription purchases, and additional tracking against both current season results and prior season results. Additional Measurements, Artistic: Audience response/reaction, musician input through the Player's and Artistic Committees, feedback from other noted professionals and reviews will continue to provide important feedback on artistic quality and help to inform future program development and guest artist choices. Progress What have and haven t you accomplished so far? As noted throughout this application, twenty-five years after our founding in 1982, Artis Naples, home of The Baker Museum and the Naples Philharmonic, has grown to become Southwest Florida's premier cultural campus. We create and present more than 300 world-class concerts, events and exhibitions annually serving more than 300,000 people and nearly 50,000 local-area students through performances, exhibitions and educational programming. More than 25 years ago, our performing arts center featuring a 1,477 seat hall (Hayes Hall) and a 283 seat black box theater (Daniels Pavilion) was built on donated land based on the versatility and promise of a fledgling chamber orchestra then known as the Naples-Marco Philharmonic. Today, the Naples Philharmonic is a celebrated resident orchestra that embraces a wide variety of programming including chamber music, jazz, pops, ballet and opera. The Baker Museum is the largest fine arts museum in Southwest Florida. It includes a three-story, 30,000 square foot museum with 15 galleries, glass dome conservatory and resource room. With a permanent collection of American Modernism we are also pleased to create and present traveling exhibitions from around the world including Gods and Heroes, Masterpieces from the Ecole des Beaux-Arts, Paris, the first such exhibition in the United States in more than 40 years, and, opening early next year, Naples Collects, a once-in-a-lifetime, curated collection of rarely viewed works held in the private collections and homes of Naples collectors. In addition, we are proud to have built and sustained successful partnerships to further our artistic goals including ten-year partnerships with regional churches, schools and community centers to extend our reach beyond our campus; a two-decades long partnership with the Miami City Ballet; a fifteen-year partnership with BROADWAY ACROSS AMERICA (BAA); and a fifteen-year visiting orchestra series including regular appearances by the Israel Philharmonic, the Philadelphia Orchestra, the Cleveland Orchestra, the Toronto Symphony and now including the famed Vienna Philharmonic Orchestra which will make its Florida debut at Artis Naples in March, 2016. 7
Board & Governance Board Chair Board Chair Ned C Lautenbach Board Members Name Affiliation Status C. Michael Armstrong Artis Naples Voting Nolan H Baird Jr. Artis Naples Voting Jay H Baker Artis Naples Voting James R Campbell Artis Naples Voting James C Curvey Artis Naples Voting Michael E Dougherty Artis Naples Voting David R Drobis Artis Naples Voting Robert T Edwards Artis Naples Voting John W. Fisher III Artis Naples Voting Linda C Flewelling Artis Naples Voting Eugene U Frey Artis Naples Voting Lynne R Haarlow Artis Naples Voting A. Scott Hansen Artis Naples Voting Lois D. Juliber Artis Naples Voting Ned C Lautenbach Artis Naples Voting Lois Wertheimer Lipnik Artis Naples Voting Gerald S. Lippes Artis Naples Voting James P McCready Artis Naples Voting Gerri Moll Artis Naples Voting J. Leo Montgomery Artis Naples Voting Robert W Morris Artis Naples Voting Lawrence R Pugh Artis Naples Voting Kimberly K Querrey Artis Naples Voting John J Remondi Artis Naples Voting Sarah B Rorer Artis Naples Voting Donald E Ryks Artis Naples Voting William J Schoen Artis Naples Voting Stephen L Schwartz Artis Naples Voting Bruce S Sherman Artis Naples Voting William S Stavropoulos Artis Naples Voting Shelly A Stayer Artis Naples Voting William C Steere Jr. Artis Naples Voting George W Sypert Artis Naples Voting Joseph G Tompkins Artis Naples Voting Timothy H Ubben Artis Naples Voting 8
Kathleen M van Bergen Artis Naples Liza Wong Artis Naples Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 0 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 0 Female 0 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 0 Board Meeting Attendance % 0 Written Board Selection Criteria? Written Conflict of Interest Policy? Yes Yes Number of Full Board Meetings Annually 0 Standing Committees Communications / Promotion / Publicity / Public Relations Finance Executive Institutional Advancement 9
Management Executive Director/CEO Executive Director Term Start Sept 2011 Email Kathleen van Bergen kvanbergen@artisnaples.org Experience Kathleen van Bergen, CEO and President, Artis Naples, is now in her fifth season and continues to chart a dynamic artistic path for the Artis Naples organization. She is deeply committed to expanding Artis Naples' reach into the local community and its children. At the same time, she has established a reputation for making deeper and more relevant connections to the wider Southwest Florida community. Prior to joining Artis Naples, Ms. van Bergen held several key positions, including artistic and executive director at the acclaimed Schubert Club in St. Paul, Minnesota; vice president of artistic planning for The Philadelphia Orchestra and vice president and director of artistic administration for the St. Louis Symphony. Ms. van Bergen serves on the boards of the Greater Naples Chamber of Commerce and Exhibits Development Group. She holds a bachelor's degree in violin performance from the Eastman School of Music and completed the Tuck Executive Program at the Tuck School of Business (Dartmouth). Today, Ms. van Bergen manages a fiscally sound institution maintaining an annual operating budget that will reach $27 million this year. More than 40% of this budget must be raised through fundraising efforts. Staff Full Time Staff 402 Part Time Staff 51 Volunteers 120 Plans Organization has a Strategic Plan? Under Development 10
Financials Current Fiscal Year July Fiscal Year 2016 Projected Revenue $23,993,792.00 Projected Expenses $27,083,963.00 Detailed Financials Revenue and Expenses Fiscal Year 2016 2015 2014 Total Revenue $56,581,493 $25,762,184 $21,878,914 Total Expenses $27,131,606 $25,108,517 $24,348,609 Revenue Sources Fiscal Year 2016 2015 2014 Foundation and Corporation $39,979,582 $8,346,150 $6,485,035 Contributions Government Contributions $71,261 $390,000 $31,003 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $71,261 $390,000 $31,003 Individual Contributions $39,979,582 $8,346,150 $6,485,035 Indirect Public Support $0 $0 $0 Earned Revenue $13,991,559 $13,479,352 $12,738,592 Investment Income, Net of Losses $1,381,076 $1,431,235 $1,208,132 Membership Dues $0 $0 $0 Special Events ($63,324) ($124,960) ($246,465) Revenue In-Kind $354,895 $0 $511,718 Other ($317,772) $676,642 ($17,102) Expense Allocation Fiscal Year 2016 2015 2014 Program Expense $21,218,086 $20,237,796 $19,817,462 Administration Expense $4,596,044 $3,982,538 $3,420,794 Fundraising Expense $1,317,476 $888,183 $1,110,353 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 2.09 1.03 0.90 Program Expense/Total Expenses 78% 81% 81% Fundraising Expense/Contributed Revenue 2% 5% 9% Assets and Liabilities Fiscal Year 2016 2015 2014 Total Assets $142,362,297 $111,673,931 $109,506,429 Current Assets $34,118,073 $6,770,575 $7,906,749 Long-Term Liabilities $3,738,731 $3,853,658 $4,120,478 Current Liabilities $8,303,572 $6,504,342 $5,404,482 Total Net Assets $130,319,994 $101,315,931 $99,981,469 11
Capital Campaign Currently in a Capital Campaign? Anticipated In 3 Years Goal $0.00 State Charitable Solicitations Permit Permit? Yes 0 Created 06.30.2018. Copyright 2018 12