HomeMy WebLinkAbout01 San Bernardino Symphony Orchestra1
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III, JAN 18 PM 4-P 43
January 13, 2016
FRANK PAUL FETTA
Fine Arts Commission Music Director /Conductor
Office of the City Clerk DR. JUDITH VALLES
City of San Bernardino President, Board of Directors
300 North D Street, 2nd Floor
San Bernardino, CA 92418 OFFICERS
Dean McVay, Esq., Pres. Elect
Scott Bonner, Esq., 1St VP
Re: Fine Arts Grant 2017 Lisa Weldy, 2 "d VP
Phillip Waller, CPA, Treasurer
Dear Members of the Fine Arts Commission, Grace Baldwin, Secretary
The San Bernardino Symphony Orchestra sincerely appreciates the opportunity to BOARD OF DIRECTORS
submit this grant application related to your call for Fine Arts Grant applications. Jan Bell
As a 501(c)3 non - profit organization (Tax ID Number 95- 6153923), we are keenly aware Donna Cooley
of the growing shortage of arts - related grants in our region, so we truly appreciate the Earleen Ferguson - Dudley
City's support of and commitment to local arts. Our mission is in line with that of the Judi Fettel
Dr. Jay F t
tel
Fine Arts Affirmation and, we believe, the spirit of this granting effort. Specifically, we Lloyd Garrison
strive "to foster a love of music, excite the spirit, and enrich our diverse community Hon. Gigi Hanna
and region through live orchestral performances and music education." We endeavor Kathy A. Johnson, CPA
to fulfill this mission as thoroughly and effectively as possible with each and every Marilyn Karnig
performance and educational program we provide here in the community we share. Dr. Robert Knop
Hon. Cynthia Ludvigsen
Our Board Members — more than 50% of whom are City residents or employees - Hon. Gloria Macias - Harrison
demonstrate their support of this mission as they work in concert with staff and the Rona Mamoor
residential and business community to enhance the visibility of the arts... an integral Dr. Audrey Mathews
thread in the colorful fabric that is San Bernardino. Millie McKim
In previous presentation discussions, the Commission has consistently emphasized Donna Marie Minano Dan Murphy
their desire for greater interaction with the community. In our proposal, you will read Judi Nowlin
how we have taken that charge to heart both in the current fiscal year and in our plans Ronney Podskalan
for the up- coming season covered by this grant application. Our proposed partnerships Dr. Victoria Seitz
with local non - profit arts organizations will increase their visibility and raise public Judy Rodriguez - Watson
perception regarding San Bernardino as a safe and healthy place for all types of arts. Michael Salazar
Strengthened bonds with the San Bernardino City Unified School District will bring Lynda Savage
more children and families to concerts than ever before. In addition, we plan to Mary Schnepp
augment our long- standing partnerships with local businesses, utilizing 100% San Amy Wong, Esq.
Bernardino -based business support thus strengthening our City's local economic base.
Dr. Anne Viricel
We have reviewed your materials in detail and believe we have addressed all required Executive Director
aspects of the grant application in the attached; however, should you have any
questions, we would welcome the chance to address them. Again, our sincere thanks 198 N. Arrowhead Ave. San Bernardino, CA 92408
for this wonderful opportunity. www.sanbernardinosvmahonv.or�
T 909/381 -5388 F 909/889 -7954
R4Ane??Viric`eI,. fully,
501(c)3 95- 6153923
Established 1929
D Exec/iveDirector
San Bernardino Symphony Orchestra
VISUAL AND PERFORMING ARTS — GRANT APPLICATION FORM
City of San Bernardino — Fine Arts Commission
Applicant /Organization
Name of Organization San Bernardino Symphony Orchestra
Physical Address 198 N. Arrowhead Avenue
San Bernardino, CA 92408
Mailing Address 198 N. Arrowhead Avenue
San Bernardino, CA 92408
Telephone No.: (909) 381 -5388
Non - Profit I.D. No.: 95- 6153923
Website Address: www.sanbernardinosymphony.org
No. of Years in Existence: 88
II. Contact Person:
Title:
Telephone No.:
E -Mail Address:
Dr. Anne L. Viricel
Executive Director
(909) 381 -5388 Cell No.: (
alviricel @sanbernardinosymphony.org
III. Program Category Under which Support if Requested:
Category 1 Music as defined by "Established producing organizations offering training, exposure,
opportunities and /or creative resources for vocal and instrumental experiences."
IV. Period of Support Requested:
From July 1, 2017 Through June 30, 2018
Starting Ending
Amount of Grant Requested $49,500
Total Organizational Budget for current fiscal year $649,885 references FY 2016/17
Total Organizational Budget for current fiscal year $644,950 estimated for FY 2017/18
Percent of total Organization Budget Requested 7.68%
N
V. Program Description /Need Statement:
Program Summary
The grant application addresses the on -going desire of the San Bernardino Symphony to continue to
provide world class musical programming for both students and general audiences at the California
Theatre in downtown San Bernardino.
Program Detail /Statement of Needs
2017/18 will be our 88th consecutive season at the California Theatre and we have programmed some
outstanding concerts which, we believe, will significantly increase interest in the Symphony, the venue,
and, ultimately, the city of San Bernardino. As has been our on -going challenge, however, it is extremely
difficult to meet the ever - increasing financial demands related to performing in downtown San
Bernardino. Costs related to rental of the California Theatre of the Performing Arts and the required use
of the Theatre's stage crew amount to nearly $10,000 per concert (this amount is greater than the
amount raised for single tickets for any individual concert, so, it is clear additional funding is greatly
needed).
While we have a broad donor base, few initiatives address operating expenses such as these costs
represent. Further, corporate contributions toward the arts in our region are difficult to come by, and
only a small percentage of statewide foundation contributions ever go to the Inland Empire. Finally, the
events of December 2, 2015 cast an additional shadow over the San Bernardino name, making it more
difficult to engage new audience members from outside the area to come, purchase tickets, and begin
to engage in local arts. In order to meet the objectives of our expanding community- centric mission, it is
imperative to seek funds from additional sources to continue to meet the needs of our community. A
City of San Bernardino Fine Arts grant would play a critical role in meeting these needs.
In determining the highest and best use of potential funding, we considered a number of ways in which
the City of San Bernardino Fine Arts Commission and our other community partners in this project might
be most visibly promoted to our audience members who are already supporters of the arts. We also
considered areas in which donation funding had been sorely needed, yet highly difficult to obtain. This
led us to the conclusion that, as last year, a request toward production costs — specifically fees related to
the rental of the City's own California Theatre of the Performing Arts — would allow the stated grant
components to be met while serving the greatest number of individuals.
The California Theatre is a jewel in our community. As a National Registry of Historic Places site, it
attracts visitors from throughout the country; but further, its art, architecture, and the history of acts
and actors who have graced its iconic stage stand as a symbol of what is unique and special about out
City. However, rent of the California Theatre is extremely expensive and difficult to manage given the
preponderance of other production costs the Symphony must bear to maintain our full season and
provide our annual free student concerts.
Further, as a renter of the Theatre, we are mandated to utilize the stage crew in place by the City's
management contractor Theatrical Arts International; stage crew fees average $3,500 per concert and
we were recently informed of a planned 3- percent per year non - negotiated raise for each of the next
three years. This is more than $18,000 in additional fees we must pay simply to perform in downtown
San Bernardino.
All together, last season, the costs associated with performing at the California Theatre exceeded
$46,000. This - coming season will be more, plus the additional charges we are seeing from Theatrical Arts
International. Many other venues are less expensive, but are not in the City of San Bernardino where our
performances would most benefit the community.
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We recognize this is largely the same sponsorship we requested last year. But venue /operations funding
is not included in most grants and represents our most pressing local financial concern. Further, this
option provides the greatest opportunity for visibility for the City of San Bernardino Fine Arts
Commission, and the Commission being publically identified as the sponsor of the venue communicates
an extremely positive message to the public as to the commitment of the City to maintaining a
significant arts presence.
Continued sponsorship of the venue and related venue costs, therefore, would help ensure future
programming stays local, would allow us to continue our promotion of other local businesses and
organizations, and would extend the opportunity for our target population of students, seniors, children
and their parents — as well as many others from the region - to continue to enjoy the arts in a venue they
can be proud of close to home.
We are incredibly thankful that the City of San Bernardino now provides an opportunity to uphold the
integrity of its various arts organizations through annual Fine Arts Grants. We believe the Symphony
represents the type of organization the Commission can entrust with this responsibility for a number of
quantifiable reasons:
• Positive regional public perception from being among a select few California jurisdictions offering
a world class arts experience.
• Economic benefits from increased tax revenue from audience members who dine, shop, and stay
in our city. Over the past three years, our concerts have brought audiences from 47 discrete zip
codes to downtown San Bernardino.
• Our five - concert seasonal series contributes toward a more vibrant arts environment, providing a
wide variety of both traditional and non - traditional orchestral music attractive to increasingly
diverse audiences.
• Special programming and initiatives geared toward the needs of students:
o Our docent programs have introduced over 140,000 San Bernardino City Unified School
District students to orchestral instruments, significantly increasing participation in school
music programs which, studies indicate, increases academic achievement.
o Our annual free concerts for the schools have brought tens of thousands of students to
the California Theatre — 3,400 students attended last February! - creating greater pride of
place and cultural literacy for the young people who represent our future.
o Our annual Symphony Strings for Secondary Students workshops have provided free
master classes for hundreds of up- coming middle and high school musicians.
o Our student concert programs — now available at every concert — educate and inform
young attendees in a manner geared to their interests while demonstrating to adult
attendees that the San Bernardino Symphony not only invites but Expects young audience
members.
o Our Symphony Debs and Red Tie Associates ambassador program for local teens teaches
job skills and teamwork through volunteerism.
o Our partnership with San Bernardino Valley College has resulted in an increase in the
number of college -aged audience members, created opportunities for student art exhibits
at concerts, and provided the platform for the new Activity Book which is given to all
young concert attendees (the book is being updated this year — through a grant to Valley
College).
o Our "Fine Arts Lunch Breaks" series has garnered regional attention and shed a positive
light on the upward evolution of the City of San Bernardino.
4
Our relationships with the schools and with other local nonprofits have served to shine a
spotlight on their offerings, creating greater visibility for them and for our region as a place of the
arts. Over the past two seasons, our concert events have included artists, speakers, and /or
performers from:
o Sinfonia Mexicana
o Symphonie Jeunesse
o Inland Valley Repertory Theatre Company
o Jack and Jill of America
o Latino Art Association of San Bernardino
o San Bernardino High School Baking Careers Class
o San Bernardino Valley College 'Voci Soli' Performing Group
We also support numerous local small businesses and non - profits:
o We provide hundreds of donated concert seats for non - profit fund - raising activities.
o Our "Music and Dining" initiative— which originated with a recommendation by a Fine
Arts Commissioner at our application interview two years back — has provided a platform
for partnership with five local restaurants: The Mexico, The Green Shack, Le Rendezvous,
The Cutting Board at DoubleTree San Bernardino, and Porter's Steakhouse at DoubleTree
Ontario.
o We partner with the County's own arts hub, The Arts Connection, to utilize their artists in
local performances.
o We actively promote other local arts organizations through our own robust social media
activities and in our concert program books.
We believe all these efforts play a significant role in our city's future success, and we actualize this
commitment by remaining ever mindful of our founder's goal for accessible music and music education
for all. For this reason, we also maintain highly affordable ticket prices (student /military tickets are just
$10; other tickets $25 - $60) and, as described below, actively work with local businesses to obtain
student /family ticket scholarships to ensure no economic barriers exist for those who wish to attend.
Partnerships
The City of San Bernardino Fine Arts Commission has identified two programmatic requirements:
education and business partnership. We address each below.
Education. Each Symphony concert includes at least one educational component.
Costumed actors from the Inland Empire Repertory Theatre provide an engaging and
educational "Meet the Composers" talk before each concert. We have seen a 20%
increase in attendance at these pre- concert events since adding the actors who very
effectively "humanize" the composers and make the music more relevant, especially for
those new to symphonic composition.
On those occasions where there is no lecture, there is a replacement event with a
different educational focus, such as when we arranged for her children's book to be read
by local author June Durr at our December 12, 2015 "Home for the Holidays" concert, or
this past December when students from San Bernardino High School's Baking Careers
Class baked 12 dozen cookies and assisted young patrons to decorate them.
• Pre- and post- concert arts experiences are often offered, such as the inclusion of an
exhibit of original artwork created by members of the Latino Art Association at our
2015/16 season opener and by San Bernardino Valley College students at October and
December concerts this season.
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• Complete, detailed concert notes are now offered on line so attendees can study the
music before attending the pre- concert lecture or concert. This also saves considerably on
program printing costs.
• A special children's concert program — inclusive of information about the composers and
the music, and with orchestra - centric puzzles and games - is provided to all of our
youngest audience members at each subscription concert.
• Full learning platforms — inclusive of information about the composers, the historical
significance of the music, the venue, the Symphony, our Maestro, attendance etiquette,
etc. - are created for the schools participating in our annual free student concerts. At the
request of school principals, preparatory workshops are also provided.
• For those students attending as part of our on -going "Classroom to Concert Hall"
scholarship initiative, our Executive Director and /or Maestro meets with the participating
schools to provide a pre- concert workshop.
• We also provide pre- concert educational discussions with the San Bernardino Chamber of
Commerce, various service clubs, and other groups who have booked blocks of tickets as
we recognize that people who have not attended the Symphony may have questions
about the experience and wish to arrive prepared; we also realize that those who are
prepared have a more enriching overall concert experience.
• And, of course, we actively participate in the City's own Night of the Arts events which
educate and enlighten art lovers of all ages.
Business Partnerships. The San Bernardino Fine Arts Commission desires significant business
partnerships with grantees.
• Music and Dining. As introduced above, our Music and Dining initiative is a cross -
promotional vehicle with five local restaurants: The Mexico, The Green Shack, Le
Rendezvous, The Cutting Board at DoubleTree San Bernardino, and Porter's Steakhouse at
DoubleTree Ontario. Restaurant patrons need only show their dining receipt at our box
office on ticket night to receive an upgrade or discount to their ticket purchase.
• Classroom to Concert Hall. As presented to the Fine Arts Commission in previous grant
applications, our Classroom to Concert Hall initiative offers a vehicle for local businesses
to support economically challenged families in the San Bernardino City Unified School
District through their donations toward concert attendance. Through the initiative,
concert tickets are provided for students and parents in the District, as well as through
Big Brothers /Big Sisters of the Inland Empire, CASA, and San Bernardino -based Girl Scouts
of America San Gorgonio Chapter troops, through local businesses wishing to both benefit
our youth and increase their visibility in front of our significant audience base. This
season, these businesses include Wells Fargo Bank, Security Bank, The Gas Company, US
Bank, Southern California Edison, RAMSCPA, and a number of others. Each business
donor receives recognition and visibility in our concert program books, scrolling donor
presentation, on our website, and in our social media postings via Facebook, Twitter, and
Instagram. During our 2015 -16 season, over 900 concert seats were sponsored through
our "Classroom to Concert Hall" scholarship initiative, and in the current season, more
than 550 seats have already been sponsored... we see this as a testament to the business
community's growing recognition of the importance of the arts as a pathway toward
economic recovery, and we believe the 2017/18 programming we have planned will
further pique their interest and engender a greater number of strong, long lasting
relationships.
6
Direct Support to Local Businesses. The Symphony maintains our business office in San
Bernardino (Audrey Patrick Building, 198 N. Arrowhead Avenue). The majority of the
Symphony's considerable marketing and printing needs are handled by Sunwest Printing.
The majority of our print advertising is with local news outlets. Our presentation flowers
are purchased from San Bernardino -based florists. Office and event supplies are
purchased from San Bernardino retailers.
Other local businesses have partnered with the Symphony as Presenting Sponsors
receiving an elevated level of public recognition. These include the San Bernardino
Community College District, Bertrand's Music, Dignity Health, Penske Honda, UBS
Financial Services, Fairview Ford, Holmes Financial Centers, Vacuums etc., and Loma Linda
University Children's Hospital. Smith, Marion & Co., LLP, Cothran Insurance Agency, BCM
Group, and others.
Further, we have established a symbiotic business relationship with local retailer The Tire
Guys whereby customers are incentivized to purchase a set of four tires with an offer of
two free Symphony tickets. The Tire Guys then assists us with the collection of non-
perishable food as part of the Orchestras Feeding America program, and each Winter
they collect toys on behalf of the Symphony for distribution to San Bernardino children in
need.
We also donate over 200 concert tickets each year to the San Bernardino Chamber of
Commerce and to local businesses and non - profits holding charitable fundraisers. The
sum of all donated tickets have an average annual sales value exceeding $10,000; but we
recognize the benefit to the community these donations represent and budget
accordingly.
Finally, we have made a concerted effort to recruit Symphony Board of Directors
members from local businesses thereby ensuring a greater level of representativeness
and inspiring the type of cooperative partnerships we believe the City desires from its
Fine Arts grantees. We are also establishing a Local Business Board to ensure we are
informed and receptive to all new possibilities to benefit the business community.
VI. Realistic number of persons expected to benefit from this program
(a) Number of persons paid by attendance: 1,400 x 5 concerts = 7,000 persons
(b) Number of persons admitted by no fee: 325 x 5 concerts + 3,450 at student concerts = 5,075 persons
(c) Number of classes and /or performances scheduled /length of display: 7 concerts at the Theatre
(d) Total attending classes /performances /displays /exhibits 12,075 persons
VII. Intended Results:
Target Group(s)
Children, ages
Middle /HS
Families
Students
Seniors
5-12
Students
Time Frame
2/10/17
2/10/17
7/1/17—
7/1/17—
7/1/17—
6/30/18
6/30/18
6/30/18
Number of
2 school
2 school
5 season
5 season
5 season
performances /classes/
performances
performances
performances
performances
performances
exhibits
Anticipated maximum
1,725
1,725
3,500
2,325
2,800
audience, participants, etc.
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VIII. Project Budget
What are the project expenses, and how much is requested from the Fine Arts Commission (FAQ?
As our request relates solely to use of the City's performance venue, the following expense detail is related
solely to the production of the seven annual concerts held therein. Costs are estimated as the full content of
out 2017/18 concert season is not yet known. However, a complete organizational line item budget covering
the entire FY 2017/18 annual budget will be readily available upon completion.
Line Item Expenses
Brief Description of each line item
Total
Total
Budget per
amount
line -item for
requested
this project
from FAC
Salary /Wages
Staff
Salary related specifically to the production of concerts and
$ 100,000
$ 0
preparation of audiences
Performers /Librarian
Anticipated Concert payroll for 2017/18 season (includes wages,
245,000
0
taxes, and required benefits)
Maestro
Contracted wages only
35,000
0
Special Performers
Contracted wages only
30,000
0
Stage Crew
Mandated use of California Theatre's crew. Amount shown
20,000
20,000
includes wages, taxes, and required benefits and the raise they
self- assigned in 2016
Stage Manager
Contracted wages only
3,000
0
Graphic Designer
Contracted wages only
10,200
0
Web Master
Contracted wages only
2,500
0
Supplies & Materials
Rental of music not available in Guthrie Library
2,000
0
Travel
Mileage for Maestro
350
0
Rentals or Leases
Rental of California Theatre (5 concerts at $5,000 each, includes
25,000
25,000
security and house staff)
Rental of California Theatre (5 Thursday rehearsals at $500 each)
2,500
2,500
Rental of California Theatre (2 student concerts at $500 each plus
1,350
1,350
additional security)
Rental of Union Hall for Tuesday Rehearsals
1,500
0
Piano Rental /Tuning
1,500
0
Rental of Music Stand Space at the California Theatre
600
650
Fees and Other
Season Brochures
3,000
0
Media /newspapers (most is through ticket exchange for ad space)
1,000
0
Season /concert posters /postcards /flyers
1,500
0
General Audience Program Books (note 50% lower price than in
4,000
0
years past due to going to a single book for the entire season)
Children's Program Books
625
0
Pre - Printed Concert Tickets
1,000
0
Required Archive CDs and Photos
1,350
0
Performer Presentation Flowers
250
0
Merchant Fees (credit card fees for ticket sales)
3,000
0
General Liability Insurance
1,000
0
TOTAL EXPENSES AND
AMOUNT REQUESTED
$ 474,725
$ 49,500
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What are other sources of funding for this project? (Grants, Contributions, Revenue (such as ticket sales,
etc.)
As our request relates solely to use of the City's downtown performance venue, the following sources of
funding /amounts designated relate solely to the production of the seven annual concerts held therein (versus
funds we anticipate receiving for other operations, non - concert - related labor, etc.) We recognize the total
amount does not cover the full anticipated revenue need for our 2017 -18 season, but additional initiatives — for
which donation amount is not yet known — will be managed, and additional grant applications — several of
which are currently under donor consideration - will become a part of the budget for the time period covered
by this grant application request. Based upon our 88 -year history, we are confident in our ability to meet annual
revenue requirements and we do not anticipate any decrease in the quantity or quality of scheduled
performances.
Name of known funding source
Amount committed to this project
Grants*
$ 70,000
City of San Bernardino Fine Arts Commission*
San Manuel Band of Mission Indians **
$
70,000
Bank of America
$ 10,000
5,000
Getty Foundation
4.000
BNSF
2,500
Children's Fund
2,500
Edison International
2,500
Wells Fargo
2,500
Business and Individual Donations * **
$
175,000
Ticket Sales (season tickets and individual concert tickets) * * **
$
97,000
SB Symphony Guild Donation (fundraising events) * * * **
$
30,000
TOTAL AMOUNT: $ 391,000
* Grants listed are anticipated based on grantor history of at least three past annual contributions for the same or a greater amount.
** Total amount from this grantor; funds are to be distributed to two 2017/18 concert for which they are named Presenting Sponsor
* ** Business and Individual Donations as shown are average yearly donations.
* * ** Ticket Sales as shown are average ticket sales.
* * * ** SB Symphony Guild Donation is based on anticipated budgeted amount from this arm of the Symphony.
IX. Income of the Organization.
List grant awards received by the organization in the past 12 months, if any. Do not include pending requests. List other
income for this project such as ticket sales, other sales, contributions, fundraisers, etc.
The grants listed below cover the current fiscal year to date (FY 7/1/16- 6/30/17). Additional funds are pending to
complete this fiscal year. None of the items listed below are specifically for application to the proposed 2017/18 project
(although many covered the project in the last fiscal year). We have indicated with an asterisk those grants which were
designated for the 2016/17 season concerts. Some of the other funding shown contributed to the provision of the
operational aspects of concert services, but was not given directly for this use.
Name of funding source
Amount committed to this project
San Manual Band of Mission Indians*
$ 70,000
City of San Bernardino Fine Arts Commission*
$ 46,000
James Irvine Foundation
$ 33,000 (an additional $33K is pledges for 2017/18)
David B. Gold Foundation
$ 10,000
0
Southern California Edison Foundation*
$
5,000
Ann and Gordon Getty Foundation*
$
4,000
Bank of America Charitable Foundation*
$
2,500
Burlington Northern Santa Fe Railroad (BNSF)*
$
2,500
Children's Fund
$
2,500
Wells Fargo Foundation*
$
1,500
Association of California Symphony Orchestras (ACSO)
$
1,000
Inland Empire Community Collaborative (IECC)
$
500
Ticket Sales*
$
82,000
Contributions
$135,000
Trios, Ensembles, and Contracted Concerts
$
64,856
Guthrie Music Library Revenue
$
13,000
Fundraisers
$
30,775
Investment Interest
$
34,500
Miscellaneous Income
$
372
TOTAL AMOUNT
1 $539,003
X. Future Objectives
Through new and expanded partnerships with local businesses and non - profits, we are building a strong
framework for continued success. We know our work with the schools is resulting in young people who
are more culturally literate and, therefore, better prepared to take on the careers of tomorrow. We also
know that our partnerships with local businesses are resulting in the largest number of audience
members we have seen in many years. Our future objectives, therefore, are to continue along the same
strategic track with an eye to even greater efficiency and growth.
In addition to season and individual concert ticket sales, the following fundraising initiatives are
currently in place, and during the 2017 -18 fiscal year will help to sustain the organization:
• Classroom to Concert Hall — This program (previously mentioned) provides concert tickets to
students and their families through the generous donations of individuals and businesses. Our
goal — at the breakeven rate of $15 /ticket, is >300 seats per concert or approximately $22,500 in
annual sponsored tickets.
• Adopt -A- Musician — This is a donor engagement opportunity for those individuals interested in
getting to know more about our musicians. Participants pay a minimum of $150 to "adopt" a
musician of their choice and are provided with a Musician Trading Card and lanyard to wear to
concerts, invitations to special Adopt -A- Musician events, and generally meet with their musician
at our post- concert receptions. So far this fiscal year, this initiative has raised $11,000.
• Annual Campaigns — the Symphony runs several annual campaigns geared at fundraising for a
particular cause. Each December, we seek funding for our annual student concert, each Spring,
we seek to cover remaining expenses for the soon -to -end fiscal year, etc. For these campaigns,
letters are sent to past donors and concert attendees.
• Concert Sponsorships — In addition to the concert sponsorships received through the grant
application process, the Symphony offers the opportunity for individuals and businesses to make
a donation toward all or part of the concert(s) of their choice.
• Endowment Interest —the Symphony maintains several investments and endowments (both
restricted and unrestricted). Because of the volatility of the current market, this year we have
budgeted for a 2% withdrawal, but our Endowment Policy allows for up to 5 %.
• Continuo Society —The Symphony maintains a planned giving program to allow those who love
the arts lend their support well into the future through charitable estate gifts. A fund is in place
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at San Bernardino's Community Foundation and new Continuo Society donations are placed
there to increase the value of overall earnings.
Grant Funding — The Symphony prepares grant applications year round. While arts funding is
limited in our region, consistent efforts have yielded positive results. Grants are written to
sponsor performers, student concerts, full concerts, student workforce development
opportunities, and various special needs. Currently, there are $79,000 in outstanding applications
and four major grant applications (including this one) are currently in process. Our average
annual "win" rate is 67 %.
Annual Guild Donation — The San Bernardino Symphony Guild presents two fundraising events
each year for an average annual donation of $35,000. Their primary fundraiser is "Bach to
Boots," a western - themed dinner gala held at the Burlingame Ranch in Lytle Creek (use of the
location is donated by the owners). One other event is held with varying themes from "Golden
Baton" galas recognizing a significant longtime contributor, as well as other creative options.
XI. Provide a brief history /background of your organization /school project (s). (What you have done
before in this category of the arts.)
The San Bernardino Symphony has provided tens of thousands of residents in our community and region
with concert programming and music education programs since our founding by James Kelly Guthrie in
1929. Guthrie believed communities with their own arts organizations were stronger and more
desirable places to live than those without such resources. In line with this goal, then, we offer a
relevant and affordable five - concert subscription season inclusive of a variety of music designed to
appeal to a wide audience.
We also offer two free student concerts to the San Bernardino City Unified School District and, on
February 10, 2017, we are scheduled to serve more than 3,400 young people. These concerts are
designed to support in -class study and the Symphony provides grade - level- specific coordinating learning
platforms to prepare the young attendees, as well as in -class workshops for interested schools. In
addition, our Symphony Docents meet with every local third grade class to introduce ocehstral
instruments to each year (in fact, we have introduced over 140,000 children to orchestral instruments
resulting in an annual 5% or greater increase in school music program participation!) This is particularly
important because research indicates that early exposure to the arts results in greater levels of cultural
literacy life long, and this is especially true in regions in populations facing socio- economic challenges.
And, our certificated Symphony Debs and Red Tie Associates program for local teens teaches job skills
and teamwork through volunteerism.
So that no people group is omitted from opportunities for voluntary participation in the arts, we also
perform in nontraditional venues, generally without charge to attendees. Through a grant from the
James Irvine Foundation, this season, we began "Fine Arts Lunch Breaks," which are thrice - monthly
11:30 a.m. to 1:30 p.m. free musical ensemble performances at well - travelled venues in downtown San
Bernardino.
Further, as discussed, Funding has traditionally come from a number of sources, most prominently,
grants and private donors. Over the past three years, we have expanded our donor database extensively
and also added to the number of annual grant applications submitted... an important step toward
meeting increasing costs and our desire to provide more free community concert events. However,
several of our most significant major donors have passed on in the last few years, effectively negating
the gains we had made.
11
Community support for these initiatives has come through an increased breadth of donations and ticket
sales which indicate a broader regional reach. We are pleased to also note an upturn in audience age -
diversity (as measured by the increased number of student tickets sold) which, we noted, was a previous
concern of the Fine Arts Commission. Further, more than 48 discrete zip codes now identify the mailing
addresses of our ticket buyers. 2016 -17 season ticket sales currently stand at over $57,000 and single
tickets are on target to meet budgeted goals.
XI. Attach a copy of your last fiscal year financial report, audited or unaudited. This does not apply to
schools or parks. Failure to submit this will result in rejection of your application.
Attached is a copy of the Symphony's most recent yearend audit prepared by Smith Marion & Company,
LLP.
CERTIFICATION
Project Officer: r. Anne L. Viric I Title Executive Director
Telephone No.: (909) 381 -5388 Date January 13, 2017
Email Address: alviricel@sanbernardinosVm honV.org
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List Board of Directors and Officers (does not apply to parks and schools)
(include names, addresses, and telephone numbers.)
The following list applies to our 2016 -17 season. In 2017 -18, the President Elect will become President and the 15t and 2nd
VPs will each move up. The new 2nd VP will be Dr. Jay Fiene.
President
Judith Valles
*Indicates business address.
13
SAN BERNARDINO SYMPHONY
ORCHESTRA
(A Nonprofit Corporation)
FINANCIAL STATEMENTS
AND
INDEPENDENT ACCOUNTANTS' REVIEW
REPORT
FOR THE YEAR ENDED JUNE 30, 2016
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FINANCIAL INFORMATION
SAN BERNARDINO SYMPHONY ORCHESTRA
STATEMENT OF FINANCIAL POSITION
JUNE 30, 2016
ASSETS
Current Assets
Cash
Restricted cash
Subtotal cash
Accounts receivable, net
Prepaid expenses
Total Current Assets
Non - Current Assets
Property and equipment (net)
Investments
Jones Trust
Inventory
Total non - current assets
TOTAL ASSETS
LIABILITIES AND NET ASSETS
Current Liabilities
Accounts payable
Deferred revenue
Total Current Liabilities
Non- Current Liabilities
Deferred Debt
Total Non - Current Liabilities
Total Liabilities
NET ASSETS
Unrestricted
Temporarily restricted
Permanently restricted
Total Net Assets
TOTAL LIABILITIES & NET ASSETS
See accompanying notes and accountants' report 2
$ 56,145
4,970
61,115
18,317
10,247
89,679
4,537
704,601
129,962
371,958
1,211,058
$ 1,300,737
37,756
94,064
131,820
135,542
135,542
267,362
778,436
54,939
200,000
1,033,375
$ 1,300,737
SAN BERNARDINO SYMPHONY ORCHESTRA
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED JUNE 30, 2015
NET CASH FLOWS FROM OPERATING ACTIVITIES
Change in Net Assets $ (134,415)
Adjustments to reconcile change in net assets to net cash provided by operations:
Non -cash Items
Net Unrealized (gain) /loss on trusts
(13,640)
Net Unrealized (gain)/loss on investments
(17,654)
(Increase) decrease in cash due to:
$ 61,115
Accounts receivable
29,393
Prepaid expenses
(6,406)
Increase (decrease) in cash due to:
Accounts payable and accrued expenses
(52,921)
Deferred revenue
94,064
CASH (USED)/PROVIDED BY OPERATING ACTIVITIES
(101,579)
NET CASH FLOW FROM INVESTING ACTIVITIES
Realized (gain) loss 55,780
Reinvestment of interest and dividends (30,714)
Proceeds from sale of investments 117,399
CASH (USED)/PROVIDED BY INVESTING ACTIVITIES 142,465
NET CASH FLOW FROM FINANCING ACTIVITIES
CASH (USED) /PROVIDED BY FINANCING ACTIVITIES
Net Increase in Cash
40,886
Beginning cash and cash equivalents
20,229
Ending Cash and Cash Equivalents
$ 61,115
SUPPLEMENTAL DATA:
Interest paid $ -
In -kind donations $ 45,000
Taxes paid $ -
See accompanying notes and accountants' report 4
SAN BERNARDINO SYMPHONY ORCHESTRA
NOTES TO FINANCIAL STATEMENTS
FOR THE YEAR ENDED JUNE 30, 2016
1. THE ORGANIZATION
The San Bernardino Symphony Orchestra was founded in 1929 by Maestro James K. Guthrie, an internationally
renowned conductor and community leader. The Orchestra is one of the longest - running and most prestigious in
the Inland Empire, having completed 86 successful seasons. It was also the first fully professional ensemble of
musicians in the region, boasting an unparalleled standard of musical performance under the dynamic leadership if
its conductor, Maestro Frank Fetta. The San Bernardino Symphony Orchestra holds its subscription concerts in the
California Theatre of the Performing Arts, a National Registry of Historic Places site. The Theater's unique
aesthetics and acoustic design highlight the Symphony's deep and rich sound giving audiences an unmatched
concert-going experience.
The Mission of San Bernardino Symphony Orchestra is to present and maintain high quality, professional
symphonic and classical music in San Bernardino County and the surrounding regions, and to foster and active
music education program in the schools and in the larger community.
The Symphony also maintains Maestro Guthrie's 5,000 -piece music collection as a rental library used extensively
by colleges and symphonies nation wide.
2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Basis of Accountina
The Symphony maintains its books on the accrual basis in accordance with accounting principles generally
accepted in the United States of America.
Basis of Presentation
The San Bernardino Symphony Orchestra is required to report information regarding its financial position and
activities according to three classes of net assets: unrestricted net assets, temporarily restricted net assets and
permanently restricted net assets.
Revenue Sources
Revenues are received primarily from: dues, contributions, and ticket sales.
Cash and Cash Equivalents
For purposes of the statements of cash flows, the Symphony considers cash and all highly liquid investments
available for current use with an initial maturity of three months or less to be cash.
Contributions
Contributions received are recorded as increases in unrestricted, temporarily restricted, or permanently restricted
net assets, depending on the existence or nature of any donor restrictions.
All donor - restricted contributions are reported as increases in temporarily or permanently restricted net assets
depending on the nature of the restriction. When a restriction expires (i.e. when a stipulated time restriction ends
or purpose restriction is accomplished), temporarily restricted net assets are reclassified to unrestricted net assets
and reported in the statement of activities as net assets released from restrictions.
Promises to Give
Unconditional promises to give are recognized as contribution revenue in the period received and as assets,
decreases of liabilities, or expenses depending on the form of the benefits received. Promises to give are recorded
at net realizable values if expected to be collected in one year and at fair value if expected to be collected in more
than one year. Conditional promises to give are recognized when the conditions on which they depend are
substantially met.
NOTES TO FINANCIAL STATEMENTS (Continued)
PROPERTY AND EQUIPMENT
The composition of property and equipment and related accumulated depreciation as of year -end is shown below.
Equipment (Shell) $ 53,476
Office Equipment 1,962
55,438
Accumulated Depreciation (50,901)
Net Property and Equipment: $ 4,537
Depreciation expense for the year amounted to: $
4. FAIR VALUE
Fair value of investments at June 30, 2016, is comprised of the following:
5. INVESTMENTS
Investments as of June 30, 2016 are comprised of the following:
Investments:
Mutual funds
Money Market funds
Total Investments
Jones Trust
Investment Return:
Interest & dividends
Unrealized gain/(loss)
Realized gain/(loss)
Investment fees
Total Investment Return
Net Appreciation/
Cost Fair Value Depreciation
$ 813,056 $ 698,571 $ (114,485)
6,030 6,030 -
819,086 704,601 (114,485)
96,167 129,962 33,795
$ 915,253 $ 834,563 $ (80,690)
30,714
17,654
(55,780)
(2,501)
$ (9,913)
Quoted Prices in
Active Markets
Significant Other
Significant
for Identical
Observable
Unobservable
Assets
Inputs
Inputs
Investments:
(Level l)
(Level 2)
(Level 3)
6/30/2016
Mutual funds
$ 698,571
$ -
$ -
$ 698,571
Money Market funds
6,030
-
-
6,030
Total Investments
704,601
-
-
704,601
Jones Trust
129,962
-
-
129,962
$ 834,563
$ -
$ -
$ 834,563
5. INVESTMENTS
Investments as of June 30, 2016 are comprised of the following:
Investments:
Mutual funds
Money Market funds
Total Investments
Jones Trust
Investment Return:
Interest & dividends
Unrealized gain/(loss)
Realized gain/(loss)
Investment fees
Total Investment Return
Net Appreciation/
Cost Fair Value Depreciation
$ 813,056 $ 698,571 $ (114,485)
6,030 6,030 -
819,086 704,601 (114,485)
96,167 129,962 33,795
$ 915,253 $ 834,563 $ (80,690)
30,714
17,654
(55,780)
(2,501)
$ (9,913)
NOTES TO FINANCIAL STATEMENTS (Continued)
10. SPECIAL EVENTS
The Symphony fundraising activities for the year are as follows:
Direct Special
Revenue Expenses Events Net
Guild Fundraising $ 48,644 $ 14,037 $ 34,607
11. ACCOUNTS RECEIVABLE
The Symphony's accounts receivable consist of the following:
Accounts receivable
Accounts receivable $ 1,142
Accounts receivable - Guthrie 1,889
Barter receivable 16,028
19,059
Less:
Allowance for uncollectable receivables (742)
Total accounts receivable $ 18,317
12. IN -KIND
The Symphony receives free from local media outlets for the promotions of its performances. As of
June 30, 2016, the value of the advertising was estimated at $40,000. The Symphony also receives free meeting
space six times during the year. The value of the meeting space was estimated at $5,000.
13. DEFERRED REVENUE
The Symphony currently has deferred revenue designated for the upcoming season:
Deferred Season
Deferred Grant Funds
Total Deferred Revenue
14. SUBSEQUENT EVENTS
$ 39,500
55,236
$ 94,064
Accounting standards require that San Bernardino Symphony Orchestra assess and disclose the date and the basis
for that date through which potential subsequent events have been evaluated. The date represents the date the
financial statements were issued or were available to be issued. The Symphony evaluated all potential subsequent
events as of November 7, 2016 when the financial statements were authorized and available to be issued. No
subsequent events or transactions were identified after the balance sheet date or as of November 7, 2016 that
require disclosure in the financial statements.
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