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THE FLORIDA ORCHESTRA, INC./RECOMMENDATIONS FOR SPECIAL EVENTS GRANTS FUNDING PILOT PROGRAM I I I I I I ! I I I I I I I I I I I I I /2-.-- City of Clearwater Special Events Grant Funding Application FY99 April 15, 1998 I. I. I I I I I I I I I I I I I I I I I CITY OF CLEARWATER SPECIAL EVENTS GRANT FUNDING APPLICATION For Assistance Phone: (813) 462-6596 Print or type. If necessary, use additional sheets of paper to complete the application. 1. EVENT TITLE: A Free Concert in the Park presented in conjunction with Morton Plant Mease Hospital's Paint the Park pink program. 2. APPLICATION INFORMATION: Organization: The Florida Orchestra. Tnr.. Address: 1 0 1 S. Hoover Ste. 1 00 Tampa FL 33609 Contact person: Ms. Kathryn Holm Title: Executi ve Director Telephone: ( 8 1 3) 286 - 1 1 70 (home) (work) (fax) Legal Name: C:;:lm<=>;:l~ ",houe Year of Incorporation 1 9 6 7 Charter Number: 7 1 3 5 7 1 or Date of Application Check if 50 1 c3 x Month and year organization was created: November, 1967 Describe the organization's major activities As a state-designated Cultural Insti tutior and the largest performing arts organization in Central Florida, The Florida Orchestra's mission is to provide an opportunity for the widest possible ranqe of citizens and visitors to enlOY the rewards of experiencing live music performances of the highest artistic quality. Describe event management experience: Durinq its history The Florida Orchestra has conducted numerous outdoor concerts in various venues and circumstances for diverse audiences. These attachments must be provided: A. Most recent Financial Statement B. Certification of non-profit status C. Letter(s) of Commitment for matching funds D. Listing of current Board of Directors E. Proposed Event Marketing plan Prelimin pplication for Special Event, if applicable ....~ Signature Authorized Board Member '//ilcJr Date The City of Clearwater reserves the right to reject or fund applicants at a level lower than requested. I I I I I I I I I I I I II I I I I I I City of Clearwater Special Events Grant Funding Application Page 2 3. EVENT INFORMATION: A. Event Description and purpose: The Florida Orchestra wi] 1 pr~s~nt a free Concert in the park, accessible to all Fun n' Sun participants, designed to capture the attention and imagination of ~v~ry listener. The concert will also serve to reinforce th~ impnr~Rnrp of its sponsor's (Morton Plant Mease) Breast H~Rl~h AWRrpnpss program which will be featured during the Fun n'Sun festivities. B. Primary Objective of the Event: To provide an exci t~nq musical conclusion for Fun n' Sun by creating a focal point for the diverse array of event participants to come together and exoerience, as a ('ommunity, dazzling event finale. C. Primary Benefits to the Citizens of Clearwater: The concert will provide an unusual opportunity for a diverse group of citizens to enlov, free of charge, a world-class cultural event desiqned to encourage family and community participation. D. Has this event been held in the past? x yes no Ifso,when?lggc;, 1996, 1997, 1998 Where?Straub Park, St. Petersburg Why was it successful? TFO provided-thousands with a hi g:h-'1llrl1 i ~y mllC:: i calperfornancE How will these grant funds expand this event? The funds will provide support for a fireworks display which will serve as a spectacular conclusion to the concert and to Fun n' Sun. E. Date(s)ofplannedevent: May 2, 1999 F. Location(s) of planned event: Coachman Park G. Anticipated number of attendees: 5,000 - 9,000 H. Target Audience (age group, ethnic diversity, geographic reach): The. concert will appeal to people of all aqes, ethnic backqrounds and qeographic areas. Who will be managing this event and what are their qualifications (attach resume if applicable): Kathryn Holm, Executive Director; Jeff Woodruf, Director of Operations/Artistic Director; Thomas Wilkins, Conductor What other organizations will be involved in this event: Morton Plant Mease Hospital I. J. ~ K. How will profits from this event be used: No profits anticipated 2 I. I- I I I I I I I I I I I I I I I I I City of Clearwater Special Events Grant Funding Application Page 3 5. GRANT REQUEST (Funds) A. Amount of funding requested (not to exceed S 1 0,000): $ 5 , 000 B. Describe in detail what these funds will be used for: Note: Exlubit I lists available City services. To provide a spectacular fireworks display that will serve as a finalp horh ro rhp frpp ronrprr in the park and to the Fun nl Sun festivities as'well. C. Date that the City funding will be needed _ Feb 1, 1 999 6. MATCHING FUNDS REQUIREMENT A. Describe in detail the source of matching funds which must be at least 50% of the grant request (in-kind and/or cash with a minimum of one-half in cash) and how the funds will be used: A $20,000 cash qrant from M:>rton Plant MPR~P Ho~p; r.::! 1 wi" he. "'iw. to underwrite the CORt: of prpc:.,::.n+-in'J th.~ COJ:lCilrt in the p.:1.rlt. . 7. ADDITIONAL INCOME I RESOURCES A. List any known or expected additional grants or sponsors and their contributions in support of this event: Nonp anticioated at this time B. List all sources of anticipated event revenue: No revenue anticipated ~ C. List volunteer resources Guild members (300 in Clearwater area) 3 .......'._-~~..~ I " I I II II II I I :1 'I I I I I I I I I I I City of Clearwater Special Events Grants Funding Application Page 4 8. TOTAL EVENT BUDGET Item Musicians Conductor Fireworks * Stagehands Marketing/Advertisinq Police Services . Total Cost EXPENSES Cost 17,345 600 5,000 800 2,260 500 $26,505 INCOME Source Morton Plant Mease Hospital ~lty of Clearwater Clty ot Clearwater (via Fun n' Sun) Total Income 4 Funding Source Morton Plant Mease Hospital same " * . Cltv of Clearwater (reqpested) Morton Plant Mease The Florida Orr.hpsrr~ Ci ty of (;1 P~ 1'\.\r.:lrpr vi rl Eun n' Sun Amount (Cash or In-kind) $20,000 cash * s.nnn r~sh (requested) 500 (in kind) , , $25,500 II I I I I I I I I I I I I I I I I I I FINANCIAL II .,. II II II II II II II II II il II II II I I I I I THE FLORIDA ORCHESTRA, INC. AUDITED FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) II , II II II II II II II II I I I I I I I I I I TABLE OF CONTENTS Report of Independent Certified Public Accountants Financial Statements Statement of Financial Position Statement of Activities Statement of Cash Flows Notes to Financial Statements Page No. 3 4 5 6 7-15 I 1- , II 11- II II II I I I I I I I I I I I I GREGORl: SHARER & STUART REPORT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS Richard H. Caton, CPA M. Timothy Farrell, CPA Thomas H. Gregory, CPA Jeffrey P. McClanathan, CPA James G. Newman, CPA Larry W. Sharer, CPA Charles L. Stuart, CPA Richard G. Ulrich, CPA Gregory, Sharer & Stuart, P.A. Richard G. Ulrich, P.A. To the Board of Trustees The Florida Orchestra, Inc. Tampa, Florida We have audited the statement of financial position of The Florida Orchestra, Inc. (the "Orchestra") as of May 31, 1997, and the related statements of activities and cash flows for the year then ended. These financial statements are the responsibility of the Orchestra's management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Florida Orchestra, Inc. as of May 31, 1997, and the changes in its net assets and cash flows for the year then ended, in conformity with generally accepted accounting principles. As discussed in Note A to the financial statements, the Orchestra changed its method of accounting for contributions and investments, and its method of' financial reporting and financial statement presentation. GREGORY, SHARER & STUART ~,A~ '- A<Z1I St. Petersburg, Florida July 15, 1997 GS &S CERTIFIED PUBLIC ACCOUNTANTS - A PARTNERSHIP OF PROFESSIONAL AsSOCIATIONS 100 Second Avenue South. Suite 606. St. Petersburg, Florida 33701-4383 813/821-6]61 FAX 8]3/822-4573 II II~ II II II I I I I I I I I I I I I I I THE FLORIDA ORCHESTRA, INC. STATEMENT OF FINANCIAL POSITION May 31, 1997 (With Comparative Totals for 1996) 1997 Temporarily Permanently 1996 Unrestricted Restricted Restricted Total Total ASSETS CURRENT ASSETS Cash and cash equivalents S 681,030 S 89,942 S 14,274 S 785,246 S 1,067,507 Investments 50,344 50,3~ 50,854 Promises to give, net of allowance for uDCollectibles of $239,626 and S332,253 at May 31,1997 and 1996, respectively 738,307 137,000 875,307 644,204 Due from unrestricted 587,552 587.552 565,220 Other assets 76,392 76.392 65.481 TOTAL CURRENT ASSETS 1,495,729 226,942 652,170 2,374.8~1 2,393,266 INVESTMENTS 1,693,167 1.693.167 1,659.557 PROPERTY AND EQUIPMENT 229,311 229.311 214.780 TOTAL ASSETS S 1.725,040 S 226,942 S 2,345,337 S 4.297.319 S 4.267.603 LIABILITIES AND NET ASSETS CURRENT LIABILITIES Accounts payable S 227,776 S S S 227.776 S 388.321 Accrued liabilities 130,289 130.289 127.390 Advance season ticket sales 1.130,136 1,130.136 1.136,316 Due to permanently restricted 587.552 587,552 565,220 Notes payable - current 1.132.935 1.132.935 400.000 TOTAL CURRENT LIABILITIES 3.208,688 3.208,688 2.617.247 NOTES PAYABLE, LONG-TERM 1.000.000 TOTAL LIABILITIES 3.208,688 3,208,688 3,617,247 NET ASSETS Unrestricted Undesignated (deficit) (2.228.661) (2,228.661 ) (2,596,552) Cash reserve 745.013 745,013 956,753 Temporarily restricted 226,942 226,942 Permanently restricted 2.345.337 2.345.337 2.290.155 TOTAL NET ASSETS (DEFICIT) ( 1.483.648) 226.942 2.345.337 1.088.631 650.356 TOTAL LIABILITIES AND NET ASSETS S 1.725.040 S 226.942 S 2.345.337 S 4.297.319 S 4.267.603 See the accompanying noles. 4 I THE FLORIDA ORCHESTRA, INC. STATE:\IENT OF ACTIVITIES For the Year Ended May 31, 1997 I (With Comparative Totals for 1996) I 1997 Temporarily Permanently 1996 Unrestricted Restricted Restricted Total Total REVENUES FROM OPERATIONS I Admissions S 2,320,738 S S S 2,320,738 S 1,898,163 Other pcrfonnance reVeIUle 187,738 187,738 207,174 Dividends, interest, and other 158,093 158,093 156,530 Total Revenue From Operations 2,666,569 2,666,569 2,261,867 II SUPPORT REVENUE Private support 1,676,303 307,395 53,138 2,036,836 2,141,676 Corporate sponsor revenue 513,215 100,000 613,215 533,186 II Federal and state grants 172,831 172,831 271,092 Local grants 222,811 222,811 158,127 Guild activities, net 150,260 150,260 188,915 Contributed services and in-kind 771, 709 771,709 564,177 II Recovery of bad debt expense 90,000 90,000 Net Assets Released From Restrictions 576.095 (576.095) Total Support Revenue 3.777.5Fa 226,942 53,138 4.057.662 3.857.173 II Total Revenues and Support 6,444,151 226,942 53,138 6,724,231 6.119,040 EXPENSES AND LOSSES II Program services Artistic 3,275,991 3,275,991 3,427,626 Operations 657.752 657.752 643.595 II 3,933.743 3,933,743 4.071,221 Management and general General and administrative 667,870 667,870 797,167 Marketing 1,061,966 1.061,966 682.931 Education 52,034 52,034 71,205 II Box office 74.659 74,659 105,889 Bad debt expense 268.148 1,856,529 1,856,529 1,925,340 II Fundraising Development 3Fa,653 382,653 339,063 Bad debt expense 8.217 8.217 51.968 390,870 390,870 391,031 I Net realized and unrealized losses (gains) 106.858 (2,044) 104.814 Total Expenses and Losses (Gains) 6.288.000 (2,044) 6.285.956 6.387,592 I CHANGES IN NET ASSETS 156,151 226,942 55,182 438,275 (268.552) NET ASSETS (DEFlCfI). BEGINNING OF YEAR (1.639.799) 2,290,155 650,356 918,908 I NET ASSETS (DEFICfI), END OF YEAR 51! .483.648) 5 226.942 5 2.345.337 S 1.088,631 5 650,356 I I I I See the accompanying notes. 5 II THE FLORIDA ORCHESTRA, INC. ~ STATEMENT OF CASH FLOWS For the Year Ended May 31, 1997 II (With Comparative Totals for 1996) II 1997 Temporarily Permanently 1996 Unrestricted Restricted Restricted Total Total CASH FLOWS FROM OPERATING ACTIVITIES II Changes in nel asselS S 156,151 S 226,942 $ 55,182 $ 438,275 S (268,552) Adjustmenls to reconcile changes in nel asselS to net cash (used) provided by operating activities Deprecialion 56,831 56,831 29,299 II Contribulion of asselS in-kind (59,206) NOD-Cash contribulions of asselS (423,854) (21,515) (445,369) Nel realized and unrealized loss (gain) on inveslmenls 106,858 (2,044) 104,814 II (Increase) decrease in operating assels Promises 10 give, net (94,103) (137,000) (231,103) 445.102 Due from unrestricled net asselS (22,332) (22.332) 28.040 Other asselS (10,911) (10.911) (43,102) II Increase (decrease) in liabililies Accounts payable (160,545) (160.545) 135,373 Accrued liabililies 2,899 2.899 687 I Advance season lickel sales (6.180) (6.180) 268.051 Due 10 permanenlly reslricled net asselS 22,332 22.332 (28,040) Musicians' salaries payable (202.669) I NET CASH (USED) PROVIDED BY OPERATING ACTIVITIES (350,522) 89.942 9,291 (251.289) 304.983 CASH FLOWS FROM INVESTING ACTIVITIES I Purchase of furniture and lixlUres (71,362) (71,362 ) ( 109.404) Proceeds from sale of inveslments 316.996 316.996 862,883 Purchase of investmenls (9,541) (9.541) (1.015.393) I NET CASH PROVIDED (USED) BY INVESTING ACTIVITIES 245.634 (9,541) 236,093 (261.914) I CASH FLOWS FROM FINANCING ACTIVITIES Proceeds from noles payable 399.935 399,935 1.400,000 Repayment of notes payable (667.000) (667.000) ( 1.396,309) I NET CASH (USED) PROVIDED BY FINANCING ACTIVITIES (267.065) (267.065) 3,691 I NET (DECREASE) INCREASE IN CASH AND CASH EQUIVALENTS (371.953) 89,942 (250) (282.261) 46,760 CASH AND CASH EQUIVALENTS, I BEGINNING OF YEAR 1.052.983 14,524 1.067,507 1,020,747 CASH AND CASH EQUIVALENTS, END OF YEAR S 681.030 S 89,942 S 14.274 S 785.246 S 1.067.507 I I I I See the accompanying nOles. 6 II II II II II II II I I I I I I I I I I I I THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE A - SUMMARY.OF SIGNIFICANT ACCOUNTING POLICIES Organization The Florida Orchestra, Inc. (the "Orchestra") is a Florida not-for-profit corporation organized to administer and sponsor the Florida Orchestra as a community educational facility and to obtain supplemental supporting funds, over and above operating income, required for such operations. The fmancial statements include all funds available to, or accruing to the benefit of the Orchestra. Financial Statement Presentation In 1996, the Orchestra adopted Statement of Financial Accounting Standards (SFAS) No. 117. Financial Statements of Notfor-Profit Organizations. Under SF AS 117, the Orchestra is required to report information regarding its financial position and activities according to three classes of net assets: Permanently restricted net assets - Net assets subject to donor-imposed stipulations that the assets be maintained permanently by the Orchestra. Unrestricted net assets - Net assets not subject to donor-imposed stipulations. Temporarily restricted net assets - Net assets subject to donor-imposed stipulations that mayor will be met by actions of the Orchestra and/or the passage of time. In addition, the Orchestra is required to present a statement of cash flows. As permitted by this new statement, the Orchestra has discontinued its use of fund accounting and has, accordingly, reclassified its financial statements to present the three classes of net assets required. This reclassification had no effect on the change in net assets for 1996. In 1997, the Orchestra changed its policy of accounting for investments from lower of amortized cost or market to fair value in accordance with Statement of Financial Accounting Standards (SFAS) No. 124, Accounting for Cenain Investments Held lry Notfor-Profit Organizations. Under SFAS 124, investments in marketable securities with readily determinable fair values and all investments in debt securities are valued at their fair values in the statement of financial position. Unrealized gains or losses are recognized in the Organization's change in net assets. At May 31, 1996, fair value approximated recorded cost; a cumulative effect adjustment to adopt FAS No. 124 was not necessary. Contributions The Orchestra also adopted SFAS No. 116, Accounting for Contributions Received and Contributions Made, in 1996. The Orchestra previously recorded pledges designated to the subsequent season by the donor as deferred revenue, and recognized contributions in the period to which they related. In accordance with SFAS No. 116, contributions received are recorded as unrestricted, temporarily restricted, or permanently restricted support depending on the existence or nature of any donor restrictions. 7 II II II II II II II II II II II II II II II I I I I THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Donor Imposed Restrictions All contributions are considered to be available for unrestricted use unless specifically restricted by the donor. Amounts received that are designated for future periods or restricted by the donor for specific purposes are reponed as temporarily restricted or permanently restricted support that increases those net asset classes. Promises to Give Unconditional promises to give that are expected to be collected within one year are recorded at net realizable value. Unconditional promises to give that are expected to be collected in future years are recorded at the present value of their estimated future cash flows. Conditional promises to give are not included as support until the conditions are substantially met. The Orchestra uses the allowance method to determine uncollectible unconditional promises to give. The allowance is based on prior years' experience and management's analysis of specific promises made. Investments Investments are comprised of a cenificate of deposit, U.S. Treasury obligations, and mutual funds and are carried at fair value. Contributed Services and Contributions In-Kind The Orchestra recognizes contribution revenue for certain services and in-kind donations received at fair value. Contributed services are reponed as suppon revenue and expenses when the services are received. Contributions in-kind are reponed as suppon revenue and assets, or expense in the period received and used. Contributed services and in-kind donations are summarized as follows at May 31: 1997 1996 Program services Anistic $ 105,350 $ 76,000 Operations 64,260 60,092 Management and general General and administrative 57,294 84,558 Marketing 491,455 270,455 Fundraising Development 53,350 13,866 Long-lived assets 59,206 $ 771. 709 $ 564.177 8 11- II II II II II II II II II II II II II I I I I I I THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) The Orchestra recognized $119,004 in 1997 of contributions in-kind in return for ticket sales. In addition, approximately 6,800 and 9,000 hours, respectively, for 1997 and 1996 were volunteered for various administrative functions. No value has been assigned to the volunteer and administrative services donated to the Florida Orchestra. Advance Season Ticket Sales Proceeds from season subscription sales are recognized as revenue on a prorata basis over the weeks the Florida Orchestra performs. The performance season generally runs from September to May. Advance season ticket sales amounted to $1,130,136 at May 31, 1997 for the 1997-98 season and $1,136,316 at May 31, 1996 for the 1996-97 season. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Actual results could differ from those estimates. Property and Equipment Donations of property and equipment are recorded as support at their estimated fair value. Such donations are reported as unrestricted support unless the donor has restricted the donated asset to a specific purpose. As required by SFAS No. 117, assets donated with explicit restrictions regarding their use and contributions of cash that must be used to acquire property and equipment are reported as restricted support. Absent donor stipulations regarding how long those donated assets must be maintained, the Orchestra reports expirations of donor restrictions when the donated or acquired assets are placed in service as instructed by the donor. Property and equipment are depreciated using the straight-line method over estimated lives of three to five years. Liquidity Assets are presented in the accompanying statement of financial position according to their nearness of conversion to cash, and liabilities according to the nearness of their maturity and resulting use of cash. Cash and Cash Equivalents For purposes of the statement of cash flows, the Orchestra considers all highly liquid investments or certificates of deposit with a maturity of three months or less from the original purchase date to be cash equivalents. Reclassification Certain May 31, 1996 balances have been reclassified to conform to the May 31, 1997 presentation. 9 II II II II II I~ I~ I~ I~ Ii Ii , i i i ~ ~ ~ ~ THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Prior Year Data Comparative total data for the prior year has been presented in the accompanying financial statements in order to provide an understanding of the changes in financial positions and activities of the Orchestra. NOTE B - INVESTMENTS Investments as of May 31, 1997 and 1996 are as follows: 1997 Carrying Cost Fair Value Value Permanently restricted: Government obligations $ 721,458 $ 723,502 $ 723,502 Mutual funds 15.252 15,252 15,252 Certificate of Deposit 1.004.757 1,004.757 1.004.757 $ 1.741.467 $ 1.743.511 $ 1.743.511 1996 Government obligations $ 690,601 $ 687,508 $ 690,601 Mutual funds 15,053 14,298 15,053 Certificate of Deposit 1.004.757 1.004.757 1.004.757 $ 1.710.411 $ 1. 706.563 $ 1.710.411 The following schedule summarizes the investment return and its classifications in the statement of activities for the year ended May 31, 1997: Temporarily Permanently Unrestricted Restricted Restricted Total Interest and dividends $ 158,093 $ $ $ 158.093 Unrealized gains 2,044 2,044 Realized losses ( 106.858) (106.858) Total investment return $ 51.235 $ $ 2.044 $ 53.279 10 If ll, It Il I' I' I' I' I' , , , , , , , , I , THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE C - CONCENTRATION OF CREDIT RISK The Orchestra maintains most of its cash and investments with two local banks. The carrying amount of deposits at these banks was $1,833,450 and the bank balance was $1,841,003 at May 31, 1997. The bank balance is categorized as follows: Amount insured by FDIC Uninsured $ 177,294 1.663.709 Total bank balance $ 1.841.003 As required by the lender, the Orchestra has collateralized its note payable with a $1.000.000 certificate of deposit (see Note H). NOTE D - PERMANENTLY RESTRICTED NET ASSETS The Orchestra received $240,000 through the State of Florida Fine Arts Endowment Program. These funds were obtained through a match program, whereby the Orchestra may not allow the total endowment value to fall below $600.000. The Orchestra has received waivers from certain donors to this program to allow such funds to be pledged or collateralized against loans included in unrestricted net assets. Earnings from the endowment funds may be used for operating costs incurred while engaged in programs directly related to the fine arts activities. The $240,000 reverts back to the State Endowment Trust Fund if the Orchestra ceases operations, files for protection under federal bankruptcy provisions, or willfully expends a portion of the $600,000. NOTE E - TEMPORARILY RESTRICTED NET ASSETS Temporarily restricted net assets were available for future periods at June 30, 1997 as follows: Pension funds Music library and instruments Various other $ 162,000 20,947 43.995 $ 226.942 II Ii- " " If " " ,- ,- I- ~- I- II I I I I I I I THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE F - NET ASSETS RELEASED FROM RESTRICTION Net assets were released from donor restriction as follows during the year ended May 31, 1997 by incurring expenses satisfying the restricted purpose or by occurrence of other events specified by donors. Purpose restrictions accomplished: Federal and state grants, Local grants CD project Education program Music and equipment purchases Other $ 172,831 222,811 100,000 18,000 42,960 19.493 $ 576.095 NOTE G - PROPERTY AND EQUIPMENT A summary of depreciable assets as of May 31, 1997 and 1996 is as follows: 1997 1996 Furniture and equipment $ 273,980 $ 252,754 Vehicles 32,851 32.851 Sound system 34,816 33,166 Musical equipment 82,967 34,481 Leasehold improvements 107.331 107.331 531,945 460,583 Less accumulated depreciation (302.634) (245.803) $ 229 .311 $ 214.780 Depreciation charged to operations amounted to $56,831 and $29,299 for the years ended May 31, 1997 and 1996 respectively. 12 I_- If " I' ~ .~ I~ ~ ~ ~ I I I I I - I I - - THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE H - NOTES PAYABLE Notes payable at May 31, 1997 and 1996 include amounts due to banks are summarized below: 1997 1996 Payable to bank, interest at the lower of prime rate or 9O-day LIBOR plus 150 basis points. Interest due monthly in arrears. Principal of $1,000,000 due December 1, 1997. Collateralized by endowment certificate of deposit. $ 733,000 $ 1,000,000 Line of credit payable to bank, interest at bank prime plus 1 %, paid June 11, 1997. Collateralized by endowment net assets. 399,935 Payable to bank, interest at prime plus 2 %. Principal and interest due on June 5, 1996. Paid June 2, 1996. Collateralized by endowment net assets. Less Current Notes Payable 1,132,935 1.132.935 400.000 1,400.000 400.000 Long-Term Notes Payable $ $ 1.000.000 Interest paid on the above notes payable during the years ended May 31, 1997 and 1996 was S68,531 and $76,017, respectively. NOTE I - ARBITRA nON SETTLEMENT On September 25, 1991, the Orchestra and the American Federation of Musicians, AFL-CIO, representing the Performing Musicians of The Florida Orchestra (the "Musicians") entered into a three- year employment agreement ("Agreement"). The Agreement provided for a three-year wage scale, guaranteed weeks of employment, pension payments, and other provisions. Due to adverse financial conditions, the Orchestra did not comply with certain provisions of the Agreement. The Orchestra and the Musicians entered into arbitration as a result of noncompliance with the Agreement by the Orchestra. On May 19, 1993, the arbitrator awarded to the Musicians that the Orchestra shall guarantee forty weeks of employment and pay retroactive pay at a rate specified by the wage scale per the Agreement. The arbitrator also awarded to the Musicians that the Orchestra shall pay the pension plan payment as required by the Agreement. As a result of the arbitration award, the Orchestra accrued musician salaries payable in the amount of $447,000 payable over three years for the year ended May 31, 1993. The salary arbitration liability at May 31, 1995 was $202,669, which was paid during the year ended May 31, 1996. 13 l t t I I~ ~ ~ ~ ~ i i - , ~ ~ ~ ~ , ~ THE FLORIDA ORCHESTRA, INC. NOTES TO FINANCIAL STATEMENTS May 31, 1997 (With Comparative Totals for 1996) NOTE J - OPERATING LEASE COMMITMENT As of May I, 1996, the Orchestra entered into a five-year operating lease for its office facility. Prior to that date, the Orchestra received in-kind contributions for its facility rent. Rent is adjusted annually based on the Consumer Price Index. The lease grants the Orchestra the right to renew the lease for an additional five-year term. Rent expense for the years ended May 31, 1997 and 1996 was $73,395 and $32,164, respectively. Future minimum lease payments under facility and storage lease agreements are as follows: Year ended 1998 $ 77,065 1999 80,918 2000 84,964 2001 89,212 2002 93.673 $ 425,832 NOTE K - EMPLOYEE RETIREMENT BENEFITS Effective April 1, 1989, the Orchestra established a tax deferred annuity plan, qualified under Section 403(b) of the Internal Revenue Code, covering all salaried employees. The plan allows for employee contributions through salary reductions, subject to certain restrictions. In accordance with the Agreement between the Orchestra and the Musicians, the Orchestra is to contribute certain percentages of employees' base pay compensation for all covered employees. Beginning January 1, 1996, pension fund contributions for Musicians were made to the American Federation of Musicians and Employees' Pension Fund, with the Orchestra contributing 3% and 6% of the musicians' gross wages for 1997 and 1996, respectively. The liability for the musicians' pension plan at May 31, 1997 and 1996 was $32,448 and $32,063, respectively. Other salaried employee contributions were to the existing 403(b) plan. The liability for employee benefits at May 31, 1997 and 1996 was $64,827 and $62,096, respectively. NOTEL - INCOME TAXES The Orchestra is exempt from income taxes under Section 501 (c )(3) of the Internal Revenue Code. The Internal Revenue Code provides for taxation of unrelated business income under certain circumstances. The Orchestra believes that it has no liability for taxes related to unrelated business income. However, such status is subject to final determination upon examination of the related income tax returns by the appropriate taxing authorities. 14 , THE FLORIDA ORCHE~"RA. INC. NOTES TO FINANCIAL STATEMENTS f May 31, 1997 (With Comparative Totals for 1996) , NOTE M - SCHEDULE OF FUNCTIONAL EXPENSE 1997 f Program Management 1996 Services and General Fundraising Total Total Salaries and wages S 2,278,312 S 444,607 S 175.386 S 2,898,305 S 3,073,541 - Retirement plan contributions 67,576 11,757 4,527 83,860 176,721 Olber employee benefits 206,562 10,057 7.730 224,349 267,527 Payroll taxes 208,008 37,877 15,123 261,008 299 ,539 , Accounting and legal 26,660 26,660 27.194 Professional and consultant fees 20.675 Supplies 161 29,253 85 29,499 37,958 Telephone 47.572 47,572 42.849 - Postag.: and shipping 3,211 47.600 7,909 58.720 74.131 Occupancy 76.349 76,349 33.564 Equipmem rental and maintenance 11.116 64D 11. 756 37.262 - Priming and publications 74,584 8.415 82.999 77,166 Travel 12,992 6,195 2,687 21.874 29,255 Conference. convemions, and meetings 706 5.160 1,949 7,815 11.733 - Trade 4,460 4,460 Itter.:st 70,323 70,323 76.017 Depreciation 7,046 49,785 56,831 29.299 Auditions 3,715 3,715 5,872 - Auto leasing 9 9 19.438 Bank and merchants charges 41.270 41.270 45,631 Business entenainment 2,856 1,301 490 4,647 2,203 - Computer supplies 37,223 37,223 5.225 Computer leasing 2,704 2,704 12.122 Employee recruitment and relocation 2,638 378 3,016 16,592 Guest anists and conductors 570,624 570,624 538.990 I Guest anists - travel and lodging 99.292 99,292 88.854 Hall rental 270,146 270,146 226.480 Insurance 26,412 26,412 27,708 I Licenses and fees 26,716 70 450 27,236 27,556 Miscellaneous 275 39,226 22,435 61.936 35.604 Musicians parking 13.932 13,932 7,839 Music purchases and rental 25,008 25,008 23,699 I Prospect list Receptions 2,700 23,882 26,582 39,899 Recording fees 9,050 9,050 9,000 I Recovery campaign expenses Volunteer projects 100,559 100,559 41.970 Sponsor recognition 4,010 4,010 5.057 I Staging and stage hands 109,229 109,229 113.951 Telemarketing and media advenising 764,557 6,638 771,195 437,605 Truck 2,750 2.750 8.567 Utilities , 11,183 I Provision for uncollectible pledges 8,217 8.217 320.116 S 3,933,743 S 1,856.529 S 390,870 $ 6,181.142 S 6,387,592 - - 15 I I I I I I I I I I I I I I I I I I I NON-PROFIT STATUS I I" I ~~ ~~l I ~;DJ. i" titflJ; I I I . Addl." en') "'?'Y to: QD~ ~[?@ffifSQ!][?~ @)@~@t?QO\JU@uuQ 59-1223691 P. o. Box )5010 Jaclu:onvill.e, Florida )2202 @}~@Q({~@n (IDfil?@@n@({ , Intern~! ~ever;ue Serv;ce IRS Identification Number: . . I I I I I I.. I I I I I I .. D.:.: I'" ,.ply ,.f., to: 414:GE."; JAXtm:69-229 . Juna...JJl, '] 969 ; ~ Florida. Gulf CJast S'ppbo:v, l{o lC5[ Audi tori\I:1 ~1 \iS5t Y.au-.edy 1buJ.9VOl.l.~ ~.xp~. Florida 33601 Inc. - Gclntl~en: P"rposel Add,... In!;ul,i.. ond FiI. Rohlm. "'it!. Di sui.:t DIr.ctor or In'.,nol Revon"ol Edueationi!. F.,m 990.", Req..i,.JI Accounli"ll P.,lod .EndinG! Jaeksonv'...JJ.o, norlda. (Ij Y.. 0 HD y~ :;l On the basis of your stated purposes and .the ur:de;standincJ that your ope:-oticns will continue os evidenced to date or will co:'lform to those pre posed in you: rulinQ o;lplicclion, we hove concluced that you ore exempt from Federal income tax os on o:Qar:izaUon described in ~e:tion 50l(c)(3) of the Internal Revenue Cede. Any chon~es in operotion from those described, or In your choracte:- or purposes, must be reported immediately to you. District Director for considerution of thei. effect upon your exempt status. You must also report any chan~~ In your nar.le or cddress. . . . You ore not required to file Federallncorr.e tax returns so 10nQ os you retain on exempt status, un- less you are subject to the lax on unrelated business incorn..t im;:losed by section 511 of the Code, in which event you ore required to file Farm S90-T. Our determination as to your liability for . filinq the annual info.malion reh:rn, Form SSO-A, is set forth above. That ret\:.'il, if required.. must be filed on or ~fore the 15th day of the fifth month after the close of your ann1.lO! occounlir:q perio:! indica led above. Contributions made to you ere deductible by conors os provided in section 170 of the Code. Be- quests, leQacies, devises, transfers or oHls to or for your use are deductible forFede;ol estote and Qift tax purposes under the pro'tisions of section 2055, 2106 end 2522 of the Code. You nre not liable foe the ta;ces imposed under the Federal InsU:\Jr:~ Contributions Act (sociol . security taxes) unless )'ou file a woiver of exemption certificate cs pro'tided in such act. You are not liable for the tax imposed under the Federal Uner.lployrr.ent Tax Act. Inquiries about the waiver of exemption certificate for acclal security taxes should be add.essed to this office, as should any questior:s concernlnQ excise, employment cr other Feclerallaxes. This is a determination letter. Z'.a1:; lett.,r GUp81'6edes om. lottor cia.ted Ap~ 10, 1969. . , cc: . lZ. 'I"l"';:)I::~C D. .Ai t!<&n Very l.uly yours, .4jg~1~~#t ~ District Director '0"'" L.17. I"C:V. ....I I I . Internal Revenue Service 'EO Receipt and Closin~ C - 1130 . ~Atlanta, G~ 30301' I '. .. r Depart~enl of the Treasury ". ~ District . \ Director I I I I rlori~;l Orches tra. Inc. 101 E. Kennedy Blvd.. Suite 1530 Ya~p~. FL 33602 .. & . Pe.~on ~o Contac~. t'.-:=ie Du::2.s . Te 1 ephor,"e N'-'Gaber: (404) 331-0182 'f..:efer Reply to: EO:7231:AM1enc O;te: S!pte~ber 3. 1957 L!S: S9-12236Sl Oi:l~ !nt~rn~l R~vEnv~ c. f E :.: e- ft.;:. t i 0 r. : C . C .l. . c'!3'<! ....E.: ...l~rl. ._ .June. 1969 501(c)(3) I c ~ r. t 1 E' 1:, E' r. : Th3~k Y0V fer svb~iltin3 the i~forffi~~ien ~ho~n ~elou. it ~ p~rl ef yovr fil~. ~ = t", = v := ro. Zi r:; :: I I I &rtt:; ~h~ ch~nses indic~t~~ do not ~dv~r~~ly ~ffect vnvr exe~pt t;"'I~ e::ec'rl"'lior, lette. i!.!.I.I~d tc VOl.' c-or,tirll.I:~ ir. effect. . \"...- os t = t '.... s " . Fl:3se l~t us knou ~~out ~ny future ch!ns~ in the ch~ractEr, pu.- pcs~: ~~lhod of eper;tion, n~~e or ~d~rE~! of your ors~ni=ilicn. ~his i! ~ t' e .~ '.I irE D. E n l f ~ r f e t 0 i r. i (.:3 yo '-' i' e :': e III::. t. s t <: t I} S . I I I I I I I I ThEnk yov for yovr c0o?er~tion. S i I, '= = ; c 1 '.' 1 ~- ~~ . g~;t~r-r i E~~ S Cis~rict OirEcto~ <:::::0.. !i~~_~b~~::~2 N,~e Et2:!! Flo=ic2. Gel! CO,st Sy:::pnon)'. !"c.. 12 Flo=ida Orcn~s:=" I~c. Lett~r 976 (DO) (7-77) I- //~. . ~~~~~~~~~~~~~~~~~~~~~~ II fAt; ~ III te 0 ~ 10 ,. , ~ .Q...ta ". r 1)., a ~ m ~. u ~ i'~~ ~ U? ~ C ~ I,,' ~H13 %1 f .Q. ~ D1?c :wrpartmrnt 0 ~tatr ~ q ~ ~ ~ ~~ ~ ~~~ ~ U'.~ f ~,rH C I certi y that the attached is a true and correct copy of ~V'l"'l ~ ~ ~" u? Certificate of Amendment to the Articles of Incorporation ~ n~ for FLORIDA CU LF COAST SYMPHONY, INC., changing its ~ ~ ~ ~()~ name to THE FLORIDA ORCHESTRA, INC., a Florida ~ IJ~ corporation, filed on February 13, 1984, as shown by the ~ ~~e records of this office. ~ ~ ~ ~ ~ , U? The charter number of this corporation is 713571. ~ ~ ~ ~~C ~ .n ~ % ~ n~ ~ i'U? ~ ~ ~ ~ ~ .n~ ~ ~~ ~ rP ~ibrn unbrr mp banb anb tbr ~ ~rrat ~ral of tfJr ~tatr of jf1oriba, I~e at ~llabassrr, tbr (Capital, tbis tbr ~ . ~~ 28th bap of February, 1984. ~ n~ ~ a~ ~ n ~ ~ ~ n ~ ~ ~ ~~ ~ QProrur jfirrstonr . ~ ~ CER.l0l iPrrrrtarv of $>tillr ~ ~~~~a~~~~~~~~~~~~~~~~~~~ ~{)~~~~o~~~~~(jfft;~~?1Ot3~o~~~~~a~~0\5E1()t;an\;s[jo~~ I I~ U I '---" ..> ..., .. I I I I I I I I I I I I I I I I I I I LETTER OF COMMITMENT .. MOrtOn ~lant ~na. It.L;l:S1,)-Q01-l:Sl')1 I1fH UO ~o ~ r ..<:.<+ 11U. V-JO r. v ~ I I I I I I I I I : I I I I I I I I I I aGo Morton plant Mease Foundation ..- rARTloIBRS POlt ^ i1!lALT";;JY COM UNiTY Y ,d Date ~ - -96 FROM: Holly Duncan, Presidentl Phone: 461-8641 ~ . ., . ""' FAX: ~1-818!J& TO: a-..)~.A.ct,.1'-'LJ~;kj~~!~ .:c~- ~ RE: -&...b....v ~,..~ ~ 1'Iff C!-~A..., ~:t)' :',...... :..:\ ~'I'. '...... , .: '.'. JJ~.,p~ ~~......J-.i:J ~~ .J~-f-J:fS ~J 1~~': ., ru..J I <tq<'f " 'f3. wV J:i) -B..Je. ~~ st::;:3~~~~ 4ljJ~ ~6...Jj ~ ~~. '';:-': I I I I I !I I I I I I I I I I I I I I RESUMES / BOARD MEMBERS I I I I I I I I I I I I I I I I I I I KATHRYN HOLM EXECUTIVE DIRECTOR Duties: Responsible for overall management of all business affairs and staff of the Orchestra. Executes policies of the Board of Trustees; fundraising and public relations duties; chief spokesperson; administrative head; maintains orchestra of highest quality with resources from the community. Creates cooperative working relationships among components of organization, professional and volunteer. Answers directly to the Board. Education: Bachelor of Music degree from North Carolina Schools of the Arts; Master of Music in harp performance from Cleveland Institute of Music. Work Historv/Honors: Principal harpist for TFO beginning in 1977. Assistant Professor of Harp at the University of South Florida. Chair of the Florida Orchestra Musicians' Committee, member of Board of Trustees Executive Committee and creator of "Florida Orchestra Week." In 1991 became Associate Director for Special Projects with areas of development, governance, long-range planning, and volunteers. Named as Executive Director in July 1994 after a national search. Spearheaded the successful recovery campaign, reorganization and revitalization of the Orchestra. Served as Southeastern Regional Director of the American Harp Society, as well as a member of the Music Grant Review Panel for the Florida Arts Council. Member of the American Federation of Musicians, the American Symphony Orchestra League, the Leadership, St. Petersburg Recipient of 1998 Jessie Ball duPont Turn Around Award JEFF WOODRUFF DIRECTOR OF OPERATIONS/ARTISTIC ADMINISTRATOR Duties: Liaison between management and musicians. Keeps personnel records of musicians and tracks issues. Assists in solving operational problems at rehearsals/concerts. Ensures adherence to master agreement. Education: B.A. is Music from the University of Southern California, 1973. Work History / Honors: From 1988 until joining TFO in 1995, Artistic Administrator for Grand Teton Music Festival in Jackson Hole, Wyoming, which presents 40-45 classical concerts over an eleven-week season in own concert hall. Musicians from around the world. Worked closely with Music Director with programming, personnel, and budgeting. Assisted with personnel records and music scores. Compiled ticket sales/attendance figures. From 1974-1988 with KMTN- FM Radio in Jackson Hole, first as host of daily classical music show and then as general manager. I I THE FLORIDA ORCHESTRA KEY ARTISTIC PERSONNEL CONTINUED I I THOMAS WILKINS RESIDENT CONDUCTOR Duties: Conducts Coffee Concerts, T.G.I.F. Concerts, Family Concert Series, as well as several Masterworks, Pops and Parks Concerts. Has initiated the successful "Kicked-Back Classics" for use with audience development. Conducts and designs Youth Concerts in collaboration with the Director of Education and the Education Committee. Active leadership role in all education programs. Assumes podium in absence of Music Director. I I Education: Bachelor of Music from the Shenandoah Conservatory of Music in ] 978, where he returns each summer as conductor and teacher-in-residence for summer performing arts camp. In ]982 awarded Master of Music in Orchestral Conducting from New England Conservatory of Music in Boston. I Work Historv/Honors: Joined The Florida Orchestra as Resident Conductor in ] 994. Five years as Associate Conductor of the Richmond (V A) Symphony. Actively involved in Richmond Symphony's youth programs and in-school concerts. Artistic Director of the Young Performers Program. Contributes to "Moto Music" on WVCE children's radio program, "Rocket Radio." On music faculties at North Park College in Chicago, at the University of Tennessee in Chattanooga, and at Virginia Commonwealth University in Richmond. Instrumental in creating Civic Orchestra of Virginia Commonwealth for career training of young and minority musicians. Debuted with San Diego Symphony in ] 993 in program commemorating Dr. Martin Luther King, Jr. Returned for two Pops concerts and three all- Beethoven performances. Featured with orchestras in U.S., Europe, and the Jugendkammerochester in Stuttgart, Germany. In summer of ]995 appeared at the Dallas Symphony's African-American Festival and recently conducted the Tuscon Symphony and The Baltimore Symphony. Honored in June ]995 as one of only four young conductors to participate in the American Repertory Project, part of the American Symphony Orchestra League's National Convention. One of ten selected to participate in the ASOL Master class with Lorin Maazel of the Pittsburgh Symphony. Created and hosted series of 10 government access cable television educational programs for the Tampa Bay area. ] 996 NEA panelist for Education and Access Grants. Recipient of the Friends of the Arts Award as outstanding Arts Educator ]996-97, presented by the Pinellas County Arts Council. Serves on Board of Directors of CAS A (Center Against Spousal Abuse). I I I I I THE FLORIDA ORCHESTRA MUSICIANS Duties: To perform concerts of a symphonic nature, including opera, ballet, choral and pops works. To maintain standards of the highest artistic quality. I I Education: ]00% attended college; 80% received degrees; 52% have earned Master's Degrees or higher. I Work Historv/Honors: Average time playing an instrument, 25 years. On average, ] 5 years of professional experience and nine years with The Florida Orchestra. Made musical history as first symphony invited to perform The Nationa] Anthem at a Super Bowl. The recording of the performance with Whitney Houston went gold and the video won platinum recognition. With Maestro Ling, recorded Stephen Montague's From the White Edge of Phrygia for the Continuum Records ]abel. As an ensemble, received the ]ndividual Artist Award from the HilIsborough County Arts Council for their donation to Keep the Music Alive Campaign. In spring ]997, recorded The Florida Orchestra's first compact disc, International Symphonic Dances, to be distributed internationally. In May 1997, named by American Record Guide as the top symphony in the Southeast "on the level of the San Francisco Symphony under Michael Tilson Thomas." Selected as State Touring Orchestra for ]997-98 by the State of Florida, Division of Cultural Affairs. I I I I I I I I I I I I i I I I I I I I I I I I THE FLORIDA ORCHESTRA 1997-1998 BOARD OF TRUSTEES Mr. John Beddow Tampa Bay Business Journal Ms. Vicki Fox Chair, Corporate Development Committee Ms. Gayle F. Bertelstein Dr. Susan Betzer Vice Chair of the Board of Trustees Chair, Development Committee Ms. Kim Hanna President, TFO Guild/Tampa Mr. David O. Harbert President, Sweeney Harbert & Mummert, Inc. Ms. Maria P. Cantonis Secretary of the Board of Trustees Chair, Education Committee Mr. Alfred Hoffman, Jr. CEO, Florida Design Communities Ms. Marcia S. Cohen, Esq. Chair, Human Resources Committee Cohen & Kyres Mr. William R. Hough Chairman of the Board William R. Hough & Co. Ms. Elizabeth Daniels, Esq. Johnson, Blakely, Pope, et al Mr. John Hurley President & CEO, IDEX Mutual Fund Group Chris & Jeannie Demas Presidents, North Suncoast Assoc. Mr. Kermit J. Kauffman Vice President and Business Manager The Tampa Tribune Mr. Denmar Dixon Senior VP, N ationsBank Mr. Daniel M. Doyle Immediate Past Chairman President Danka Industries, Inc. Mr. Robert Keller Assistant City Manager City of Clearwater Mrs. Patti Lawrence Chair, Volunteer Council Mr. Thomas Ellwanger Fowler, White, Gillen, Boggs, et al Ms Suzanne Logan I I I I I I I I Ms. Celma Mastry President, St Petersburg Guild Ms. Patricia (pat) McGiverin Mr. Robert Merritt Chairman, Board of Trustees CFO, Outback Steakhouse, Inc. Ms. Marcell Morrell GTE of Florida-South Mr. Nelson W. Morrow Mrs. Eleanor R. Morse Assistant Treasurer The Salvador Dali Foundation II Mr. Raymond Murrav Vice Chair of the Board of Trustees TSI of Florida II I I I I I I I I I Ms. Dede Natale Mr. David Ness President, Raymond James Trust Company Mr. Todd M. Neuman U.S. Airways Mr. Richard Park Treasurer of the Board of Trustees Chair, Finance Committee Vice President, Senior Trust Admin. Officer Northern Trust Bank of Florida, N .A. Ms. Jane Peppard Publisher, The Times Dr. Ernest Reiner Ms. Lisa Scherer Mr. Wallace Seymour VP Sales & Marketing, ffiM Global Services Mrs. Liz Sembler Ms. Susan Siewruk Mr. John Slaughter, Jr., Esq Richard, Gilkey, Fite, Slaughter, Prateis & Ward P A Mr Kenneth Sponagle Chair, Marketing Committee Mr. Jay B. Starkey, Jr. Mr. James B. Strenski Public Communications, Inc. Mr. Thomas A. Toilette Managing Director, Robert W. Baird Mr. William P . Wallace Chair, Trustee Development/Nominating Committee Wallace, Welch & Willingham Dr. Robert H. Wharton Ms. Renee Williams Deputy Chief Administrative Officer City of Tampa Ms. Linda Winton Musician's Representatives Ms. Justine LeBaron Mr. Richard Sparrow I I I I I I I I I I I I I I I I I I I 1997-1998 ADVISORY TRUSTEES Mr. Barry M. Alpert Managing Director Raymond James & Associates Mr. John P. Wallace President, Wallace International Dr. Mary-Linda Armacost Ms. Norine Correll Senator Helen Gordon Davis Mr. Jack B. Eidelman Mr. Donald Engle The Honorable Connie L. Kone Councilmember, District 3 City of St. Petersburg Mr. Arnold C. Kotler Ms. Mary Elizabeth Mitchell Mr. F. Wallace Pope, Jr., Esq. Senior Partner Johnson, Blakely, Pope, et al. Mr. Charles Rutenberg Charles Rutenberg Homes, Inc. (Retired) Mrs. Barbara Godfrey Smith The Edward R. Godfrey Foundation Dr. John L. Smith Dean, USF College of Fine Arts University of South Florida Ms. Joan Zieg Steinbrenner Mr. Charles M. Tatelbaum, Esq. Johnson, Blakely, Pope, et al. I I I I II I I I I I I I I I I I I I I MARKETING I I I I I I I I I I I I I I I I I I I MARKETING PLAN Marketing/advertising for The Florida Orchestra's free concert in the park, presented as a finale for the City of Clearwater's entire Fun n' Sun event schedule, will be covered by three organizations. The concert, with its light classical and PoPs content and its anticipated spectacular fireworks conclusion, will be promoted as dazzling finale for the two week, three- weekend extravaganza. Information content will emphasize the "free" and "outdoor" aspects of the concert, reinforcing the idea of suitability for all potential listeners and accessibility regardless of financial/physical limitations. The concert will be promoted as the finale for the entire Fun n', Sun program under the umbrella of Fun n' Sun itself. Fun n' Sun's marketing plans currently include four weeks of advertising including extensive distribution of brochures, print advertising in local publications and a special section in the St. Petersburg Times. Advertising will also target the state beyond the Tampa Bay area and some out-of-state areas. Morton Plant Mease Hospital will include TFO's free concert in the park and fireworks display as an integral part of a diverse advertising/marketing campaign for its Paint the Park Pink breast health awareness program which will be ongoing during the Fun n' Sun festivities. The Florida Orchestra will supplement marketing and advertising campaigns by Fun n' Sun and Morton Plant Mease with extensive distribution of flyers, print ads and radio spots. Flyers (design/printing cost $160) will be used primarily to make orchestra patrons aware of the event by distribution at the orchestra's Information Tables during events, in House Programs for orchestra events, and through its Clearwater Development Center. Flyers will reach the public at large via distribution at Morton Plant Mease Hospital and through city and county library systems over the four week period up to and including the timetable for Fun n' Sun. Print ads (total cost $600) will be designed to reach the broadest audience possible by distribution to three varied publications: the St. Petersburg Times, Senior Connection and Tropical Breeze. Radio spots will include a 10 day PSA campaign on WDUV radio (guaranteed minimum 2 spots/day x 10 days @ $75/spot). I I I I I I I I I I I I I I I I I I I Symphonic CelebratiOn!, ~.~.~~~~~~~P~~~.... * * * * * * * Join us iD a * * * *** ROUND 017 FREE CONCERT APP~US{ IN THE PARK! @)~~ Beautiful music under the stars for the whole family to enjoy! Sat., Oct. 25, 7 p.m. Media SpolUor: itPtttrsburg tmmes F!ori*',.. "'- North Straub Park, ~ St. Petersburg q~~aii _~.__ JAHJA LING MUSIC DIIIC'OI Sponsor of MASTERWORKS "VJVI LA fRANCf WITl1 RA va . GlOP/N" Oel. 18, 1997 For infcxmatioo OD sponsoring a COncert., call286-1170-308 'Ihis ad IpClIIICnd by: lD'fi&ss)Jumw. (813) 286-2403 or 1-800-662-7286 PAC 'Tampa, Ut.71Z7 MAR' St..........,.,. 117....... RER, a..rwOller, 791-7400 For more lilt. cIIeck 11M WEB: lInp-JIwww.O-Orcll_trLoqImualc: AD 4 1/'- I , 1/4- TuPi 'U 'USlIlSS JOIIUl / FlI.n OCTO.n 11 II! I: ,. .' I I , I I I I I I I I I I I I I I I nOPlUL IUElE I .n I 5. I '.5. I .g~(J) () ~ oC 0 I ~ ~~o)> '< en .. r- () . ":e m I=='=s:: )>I . . =-=- ........ g _0.......-: :c s:: ~!' ;~~ I '" )> ~ ~..VJ ~z j'-Jm:u I ~\ g.:-o:c )> (). :D I a~ A I I ! I I II I I I I I I I I I 0-1 :DI om I" m6 cn:D -1- ~~ mot.lr.r.;>o:l"tl ><::l5.1i~"'", t.l: C"lt.l(llo a - _. -. .., t.l """ ::l t.l (II r.r. a -. .., ~ - ::s ...... ::l (II 0 (II t.l t.l .., (II r.r. _ 0 ...... ~ 3 >< V} ...... ..... _. t.l::l" (11_. o ~ :-. &= ~ e:. ::l ::l (II 0 -. -. ::;:;::l{i;'~;'OQ -0 () Z () ~;g :c- ,,~ ::2-1 Z% "m o ~, o. , ~ g ~ ~ ~ 00 ~ ~ ~ .. ~. ....' Q.... no'" ., n =. _ ~ ~ _ ... ~ ~tn ~g ;. g Jg ~ "'0 ::l ~ g S ~ CS-C ~ ; ~ N 2" 5' 5n ~ 5' ~ %, ~: ~ .- 0 3 =. ~. 3 ...., \ \. ::l ....... 0 ~::l - ~ . . '. \ ....,Y ::l (J'Q ':<= ::l \. 0 o::l .... .. : .... ~ ~ ~ ::z: rnQ >0 ~r- @-i~Cs rJJ ..... .....- g"'~ c;n~ M- ~ ~. rn(t) ~ en (t) I I I I I I I I I I I I I I I I I I I SUPPORT MATERIALS I Ii Orchestra brought magic into North Straub Park I I I I I I I I( I I I I I I Nobody had any idea what the response was going to . be to Saturday night's Florida Orchestra "Autumn Leaves" concert. in North Straub Park, least of aU concert benefactor Helen Torres. . But the music, the weather, the flCeworks, and the crowd, from seniors in wheelchairs to little kids flitting around in costumes in front of the stage, made it a magical night. . I don't know about the numbers. All I can say is that as far back as I could see there was a sea of pcqple - it seemed to stretch frondhe bandstand on . the north end to the Museum of Fine Arts. 'The weather, with predictions of showers and a cold front moving in, was balmy and beautiful, with a quarter moon hanging over the chair- and cooler-car- eying crowd. Florida Orchestra Resident COnductor Thomas Wilkins not only does a splendid job conducting, but is a charming and wilty emcee. The crowd loved him. Dan Harvey and his 4th Street Grill were the only food game on the scene, and did a land-office business with burgers, hot dogs, grouper and fries. Harvey and his crew and' finally brother-in-law George Stovall served as fast as they could throughout the whole two hours, and had to send back to the grill for more food. "We must have sold 600 sandwiches," Harvey said. "I had no idea what kind of a turnout there would be. I'm really looking forward to it next year." People-watching was at an all-time high. One young woman in blue jeans and bare feet lay on her back with her feet straight up in the air doing exercises. In back of us, a young boy sat on his upturned red wagon, using the wagon tongue for a joystick as he vroomed through space. During the intermission, his mom lay down with her head on a rolled-up blanket and read a book by flashlight as people climbed over her to get to food and portable toilets. . There were even catered tables with white linen, Candles and wine. That's the way to do it! The program was all familiar pieces, including Autumn LealJes, the scores from Jur~ic Park and Phantom of tile Opera, and the finale, the 1812 Overture, during which flCeworks boomed over the bay. A post-finale rendition of Stars and Stripes ForelJer, accompanied by a magnificent gold burst in the sky, had the whole park on its feet cheering. On behaU of St. Petersburg, thank you, Helen Torres. St. Petersburg Times 10-31-95 ~_~ VIEWS BETTY JEAN I THE TAMPA TRIBUNE I TRIBUNE, SUNDAY, SEPTEMBER 28, 1997 I ARTICLE 1'1 KURT LOFT f The Timpe Tribune f TAMPA orget the black tie and I tails mentality, the dusty dead composer image, the stilted sounds of old IUSiC. Welcome to the new Florida rchestra: upbeat, colorful and thoroughly modern musicians tun- ~. g up for their 30th anniversary eason. Like the winning Bucca- eers, the orchestra wants to cast off its past image by brightening Ip the r:nessage and delivering a ew tWISt. This doesn't mean the orches- tra will shelve Brahms for Barry ~anilow. On the contrary, its ..997-98 Masterworks series bris- tles with sterling classics. But the troup wants to remove the elitist tereotype and offer more options or "friendly' programs, such as its "Blue Jeans Classics," t"T.G.l.F", "Kid's Time Classics" nd Beethoven Festival. "What we're doing this season is right on target, because the fore accessible we can make urselves, the better," says resi- I Thomas Wilkins says the Florida Orchestra aims to make - Its music more accessible through less.formal programs aimed at a wider audience. I I I I I I musicpreview dent conductor Thomas Wilkins. "Mu~ic by its very nature isn't elitist; it has an impact on every- one. The trick is maintaining our artistic integrity." IF THE ORCHESTRA hopes to have viable audiences in the next decade, it must grow with them, says executive direc- tor Kathryn Holm. "We're removing the barbed wire," she says. "As an art form and industry, we've tended to surround our stages with barbed wire. Maybe 50 years ago, that's where people were. But audienc- es today want to enjoy the music, and you don't have to be somber and serious or even know any- thing about the music to enjoy a concert. " The Florida Orchestra's ligh- See ORCHESTRA, Page 5 ~ ... From Page 1 ter approach to itself and the clas- sics is part of a national trend to capture new audiences. More or- chestras are loosening up in pre- &entation and depicting musicians as fun-loving rather than overly serious, says Melinda Whiting, edi- tor for Symphony Magazine, the publication of the American Sym- phony. Orchestra League in Wash- ington. Part of the F]orida Orchestra's plan includes post-concert "talk backs," in which musicians, con- ductors or guest soloists will come out on stage after each concert and chat. "It's a chance for the audience to ask questions," adds Holm. "It will be very informal." Season highlights include a three-week Beethoven Festival; the world premiere of a timpani concerto; appearances by guest conductors Catherine Comet and Vladimir Verbitsky; a program de- voted to the Baroque period; and solo spots by some of the orches- tra's own first-chair players, such as concertmaster Ellen dePas- quale, clarinetist Brian Moorhead and timpanist John Bannon. Moorhead views the 30th sea- son from a long-range perspective: He's been with the group for 25 seasons and remembers the lean, tough days of labor strikes, con- stant debt and a struggling artistic identity. "It beats working for a living," he says. "The orchestra today is made up of young and brilliant people, and we have so much vital- ity now. I think the complexion of the orchestra has changed drasti- cally. I'm proud that we're among the finer regional orchestras in the country." Cellist James Conners, enter- ing his 10th season, draws a paral- lel between the orchestra and the upstart Bucs. "The success of the orchestra is one of the synergies that makes the community," he says. "It's like the Bucs: Both are an asset that makes this a better place to live." I II I I I I I I I I I I I I I I I I I ~t.lleteto6utn ~fmeo TIMES, WEDNESDAY, NOVEMBER 5,1997 ARTICLE ( "1 I ~ ')W" / I{v.Y . / / ,. ON STAGE Orchestrating a casual mood . The Florida Orchestra enters new territory with two adventurous classical series. It seeks new faces in the audience, and it's leaving the formality of the concert hall to find them. By JOHN FLEMING Times Performing Arts Critic T homas \\~lIkins is the Florida Orchestra's point man on the brave new frontier of classical music. As resident conductor, \V'lIkins leads only two masterworks pm. grams a season; the rest are reserved for music director Jahja ling and guest conductors. Instead, Wilkins conducts lower-prer file concer.s, as well as some of the more offbeat and unorthodox prer graming that the orchestra tries on for size in its never-ending quest for new audiences. "I think we're searching for ears, we're searching for listeners," Wilkins says. "Just because the audience is changing as we approach the 21st cen- tury, it doesn't make that which we offer any less significant The music is still powerful. The music is still rele- vant The music still has impact" 1bis week, Wilkins and the orches- tra inaugurate two miniseries that delve into repertoire or fonnats that are slightly off the beaten track, and they1J be playing in different venues. Thursday, in the first of two "On the Fringe" programs this season, the venue is the ornate, old Tampa Theatre, and the music ranges from , ~..., baroque to modern. As a cui1ain rais- . er, there's the Sinfonia for Double . Orchestra (Op. 18, No.1) by Johann Christian Bach - one of Johann . Sebastian Bach's 20 children, three of whom were important composers in .: their own right - followed by Elgar's Seren.tUk for strings. The second half of the program is taken up by L'Histoire du Soldat (History of a Soldier), Stravinsky's ballet suite for seven instruments and two actors about a Russian soldier who sells his soul to the devil. . "It's the kind of program where peer pIe may not like everything, but they Music preview The Florida Orchestra inaugurates a:' pair of miniseries this week. "On :' . the Fringe" is at 7:30 p.m. Thursday . at Tampa Theatre; tickets are $25. -. . "Blue Jeans Classics" is at 7:30 "'~ p.m. Friday at the Coliseum in 5t. Petersburg; tickets are $18. Call 286-2403 or (BOO) 662-7286. . come expecting to hear something they haven't heard before," Wilkins says. "The whole purpose is to pre- sent music we don't get to do a lot and people don't get to hear a lot" Does W1lkins imagine an ide=l1lis- tener for Thursday's lineup? "It would be a person who cer1ainly has his or her own prejudices about what kind of music they like, but at the same time ifs a person who has a musically adventurous spirit," he says. . On Friday, the orchestra moves to the Coliseum in St Petersburg, where Please see ORCHESTRA 3D :1 I I I I I I I I I I I I I I I I I ~t.lltttto6utn ~tmtO TIMES, WEDNESDAY, NOVEMBER 5,1997 ARTICLE To some extent, the new series are also the orchestra's version of that adage that if you're handed lemons, make lemonade. The orchestra has. trouble getting the dates it wants in preferred venues such as the large concert hall of the Tampa Bay Performing Arts Center, which is increasingly booked with more com- mercial presentations, sl1ch as the long-running The Phantom of the Opera. The orchestra must seek new . . places to play when it can't get into the conventional venues. However, WIlkins says programing, . not marketing, was uppermost in his mind in planning the series at Tampa Theatre. "My desire to do these con- certs is born out of the desire to offer alternative kinds of entertaimnent from the orchestra I think it's cool just to play in the Tampa Theatre. I wouldn't want to program what we're doing there in another hall. The dri- - ving force is the fact of seeing the orchestra in a place where we're not normally accustomed to being seen." As new ventures, this week's con- certs represent uncharted territory for ticket sales. "We have no idea who will be coming," WIlkins says. "It could be young people, it could be old people, it could be anybody. The only demographic fm targeting is people who want to hear the Florida . Orchestra someplace else other than the concert hall." 0rcIlestra from 1D it will play the first of two concerts in the "Blue Jeans Classics" series with a potpourri of pieces organized around a rhytlun theme, from Bernstein's Candide overture to Shostakovich's orchestration of Tea /Dr Two to Leroy Anderson's Blue Tango. The orchestra will not be on the Coliseum stage but \\ill be set up in . the middle of the dance floor. "I reall}~ didn't want this to look like a concert, so I have the orchestra on the floor and the audience is going to wrap around us, seated at tables," Wilkins says. "Some of the audience will actu- ally be up in the balcony and can look dO\\ll at the orchestra. There will be munchies and a cash bar." Wilkins helped initiate a similar series with the Richmond, Va. sym- phony, in a rock 'n' roll club called the Flood Zone. He frets that the Coliseum mav be too cavernous to create a sense of intimacy between orchestra and audience. '1be concert is performed without intermission, and then people just hang out afterwards and get to know each other, musicians and listeners," he says. "I think the space in Richmond was better because it was a little cozier. The big challenge in the Coliseum is going to be making it feel cozy."