NASHVILLE SYMPHONY ASSOCIATION - GIVINGMATTERS
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Nashville Symphony Association General Information Nonprofit Nashville Symphony Association Address One Symphony Place Phone 615-687-6500 Web Site www.nashvillesymphony.org Facebook nashvillesymphony Twitter nashvillesymph Email info@nashvillesymphony.org Mission & Impact Statements Mission The Nashville Symphony inspires, entertains, educates, and serves through musical performance, innovation, collaboration, and inclusion. Background Led by music director Giancarlo Guerrero, the Nashville Symphony has been an integral part of the Music City sound since 1946. The ensemble performs more than 150 concerts annually, with a focus on contemporary American orchestral music through collaborations with composers such as Jennifer Higdon, Terry Riley, and Joan Tower. The orchestra is equally renowned for its commissioning and recording projects with Nashville-based artists including bassist Edgar Meyer, banjoist Béla Fleck, singer-songwriter Ben Folds, and electric bassist Victor Wooten. An established leader in Nashville's arts and cultural community, the Symphony has facilitated several community collaborations and initiatives, most notably Violins of Hope Nashville, which spotlighted a historic collection of instruments played by Jewish musicians during the Holocaust. This community-wide effort engaged tens of thousands of Middle Tennesseans in 2018 through concerts, exhibits, lectures and more, and represents one of the largest initiatives ever organized around the Violins of Hope. The Nashville Symphony remains one of the most prolific recording orchestras in the U.S., with more 39 releases on Naxos, the world's largest independent classical label. Encompassing a wide range of repertoire, from Beethoven to Bernstein to Joan Tower, these recordings have earned 14 GRAMMY® Awards and 27 nominations, including most recently a 2021 Best Contemporary Classical Composition Award (Christopher Rouse, Symphony No. 5) and a 2022 Best Orchestral Performance nomination (John Adams: My Father Knew Charles Ives and Harmonielehre). Education and community engagement have been at the core of the Nashville Symphony's mission since its founding. Each year the organization reaches tens of thousands of children and adults through an array of free and low-cost programs, including Young People's Concerts for K-12 students; sectional lessons for band and orchestra students; and "Is It a Fiddle or a Violin?," a collaboration with the Country Music Hall of Fame® & Museum. In 2016, the Nashville Symphony launched Accelerando, an initiative designed to prepare young musicians from underrepresented ethnic communities for collegiate study and professional orchestra careers. Currently, 24 participating students receive individual instrument instruction, 1
performance opportunities, and guidance on applying to colleges and conservatories, all offered free of charge Impact Despite the tremendous disruption caused by the COVID-19 pandemic, the Nashville Symphony kept its mission at the center of its planning and programming during the 2020/21 season, utilizing a variety of virtual educational activities to inspire, entertain, educate, and serve Middle Tennessee audiences, while also realigning our vision with the needs of the community during this time. Education & Community Engagement was at the heart of our programming this season. Some highlights from this season include: • Online Resources: Since the beginning of the pandemic, Nashville Symphony staff and musicians curated over 70 educational videos for the community which collectively received 336,000 views. The Nashville Symphony's video "We Are Nashville" was acknowledged with a MidSouth Regional Emmy award. The video features 50 Metro Nashville Public School students in a coordinated virtual recording, conducted by Music Director Giancarlo Guerrero and featuring musicians from the Nashville Symphony. Bryson Finney, who serves as the Symphony's Accelerando Coordinator, was both the composer and producer. • Masterclasses: Nashville Symphony facilitated nineteen masterclasses, led by professional musicians from renowned institutions such as Julliard, the Metropolitan Opera, Longy School of Music, Dallas Opera, Oberlin Conservatory, New World Symphony, and more. Students from our Accelerando program performed for these professionals, receiving detailed personal feedback. Students from schools across the region were free to join for each, witnessing students like them perform classical works and gain expert tips from seasoned professionals. • Let Freedom Sing!: Nashville Symphony's Let Freedom Sing! virtual celebration brought greater public attention to the art of Black composers and artists, and engaged the larger community in conversations with our city's key Black stakeholders. The Symphony showcased performances, compositions, commentaries & discussions, and educational content from fourteen different local black artists, ensembles, and community leaders. Nashville Symphony provided additional curriculum and materials, available for free on our website alongside the published videos. • Accelerando: The Accelerando Program is designed to prepare gifted young students of diverse ethnic backgrounds to pursue music at the collegiate level and establish themselves as career musicians in professional orchestras. During the pandemic, our students continued to receive weekly instruction, regular music theory and history classes, valuable performance opportunities, mentorship and guidance from successful, professional musicians from diverse backgrounds like our students, and support with auditions, summer festivals, and college/conservatory applications. • Community Concerts: In May and June, the Summer Chamber Music Series welcomed audiences back to the Schermerhorn Symphony Center for the first in-person concerts since March 2020, a series of six free chamber music performances featuring Nashville Symphony musicians. On July 4th, the full orchestra joined together for a celebratory performance at downtown Nashville's outdoor venue Ascend Amphitheater, accompanied by Nashville's record- breaking fireworks show. Altogether, these free performances reached 351,620 audience members in person. The 4th of July concert was made viewable via an accompanying television and online broadcast by the Nashville Convention and Visitors Corporation (NCVC), helping the Symphony's music reach thousands more who were not able to attend in person. The Nashville Symphony is envisioning how the institution may evolve to better meet the needs of our community following the pandemic. We have entered into a period of active engagement with our community's various stakeholders so that we may assess and better serve their needs in the immediate and long-term future. We remain dedicated to enriching the cultural life of everyone in the community. Needs In order to ensure a successful future, the Nashville Symphony needs to: Sustain annual fundraising efforts, which reached appx. $8.4 million in FY 21; build a loyal audience for ticketed concerts through varied musical offerings of the highest quality; continue building the artistic excellence of the orchestra by attracting and hiring top-quality musicians to fill open positions in the ensemble; serve as an educational resource and partner for students and teachers, providing programs that meet the evolving needs of schools throughout Middle Tennessee; and make its programming accessible to everyone in the community through free and affordable performances and fruitful community partnerships. Achieving these goals will require broad community 2
investment from dedicated partners and philanthropists to promote and preserve the Nashville Symphony's indispensable cultural mission. Statement from CEO/Executive Director The pandemic forced the cancelation or postponement of numerous concerts from March 2020 through July 2021. Thanks to the strategic efforts at all levels of the organization, the Symphony has prioritized fair and transparent treatment of patrons, resulting in an 82% audience retention rate across canceled or postponed concerts. Nashville Symphony has now announced a robust 2021/22 concert season, and we look forward to presenting our audiences with significant repertoire from the classical canon, a diverse range of music from American composers, and adventurous commissioning projects. A significant challenge to resuming live programming is understanding our audiences' willingness to visit our facilities and helping them to feel safe and comfortable in the concert hall. To address these challenges, we have forged a partnership with HCA Healthcare/TriStar Health, along with TPAC, in which HCA will serve as Health and Safety Partner for both institutions' reopening plans. HCA has generously funded a two-year grant to each institution to help cover the cost of those Health and Safety protocols for reopening. Statement from Board Chair The following pillars will guide the Nashville Symphony's strategic vision over the next three years: CREATIVITY & INNOVATION The Nashville Symphony will expand our art form and our audience by creating uniquely moving experiences, developing new artistic projects, collaborating with our community, and cultivating the next generation of artists and listeners. To accomplish this, we will bring innovative ideas and approaches to concert programming and packaging; cultivate and champion new repertoire while celebrating the history of our art form; continue developing the orchestra, the chorus, and the operational abilities and general capacity of the organization; collaborate with our community to expand our artistic capacity and audience reach; and expand and deepen the impact of our music education programs. EQUITY, DIVERSITY, INCLUSION, AND BELONGING We will enact transformational shifts at all levels of the institution to become equitable, inclusive, and antiracist in our programming, personnel, policies, and practices. This work will be driven by purposeful self-analysis and meaningful community engagement, and it will evolve as we continue to learn and grow. In the process, our deepening commitment to EDIB will position the Nashville Symphony as a leader in our field and will provide opportunities for us to promote this work nationally. Strategies to carry out this work include: providing continuing anti-racism training for musicians, board and staff; establishing an EDIB Steering Committee; following best practices in employee recruitment, hiring, work life, and retention; conducting an internal analysis of the institution; engaging our community to identify opportunities for EDIB-informed programming shifts that can better serve the diverse population of Middle Tennessee; developing a long range plan for EDIB transformation; and developing a framework for measuring progress and holding the institution accountable to fulfilling our EDIB goals. FINANCIAL VITALITY Through active stewardship of our resources and achieving success in our creativity, innovation, and EDIB strategies, we will engender the audience growth, engagement, investment, and support we need to create a sustainable, financially robust foundation. Our long-term sustainability will enable even greater creative and community impact. Strategies to achieve financial vitality include: maintaining balanced operating budgets through the life of the plan; build our long-range funding; maximize our largest physical asset, Schermerhorn Symphony Center, to support our artistic and community mission; and work with the Board External Affairs Committee and local government representatives to ensure the institution's interests are represented in civic dialogues and decision-making. Service Categories Primary Category Arts, Culture & Humanities - Symphony Orchestras Secondary Category Arts, Culture & Humanities - Arts Education Tertiary Category Areas Served During the 2019/20 season, the Nashville Symphony sold more than 120,000 tickets to performances in the concert hall, purchased by Middle Tennesseans as well as visitors from 3
around the world. Over 90% of ticket purchases are made by Tennesseans from across the state. Visitors from across the United States and more than 20 international countries also attended Nashville Symphony performances, an indication of the Nashville Symphony's stature as a performing arts organization on a global scale. TN - Bedford,TN - Cheatham,TN - Cumberland,TN - Davidson,TN - Dickson,TN - Franklin,TN - Giles,TN - Houston,TN - Humphreys,TN - Lawrence,TN - Marshall,TN - Maury,TN - Montgomery,TN - Putnam,TN - Robertson,TN - Rutherford,TN - Sumner,TN - Warren,TN - Williamson,TN - Wilson Programs Amazon Classical Series Description The Nashville Symphony's 2021/22 Amazon Classical Series will feature a robust mixture of classical music from living American composers as well as classical Masterworks. American repertoire to be performed include works by Joan Tower, Jessie Montgomery, Philip Herbert, Florence Price, jennifer Higdon, and Brian Raphael Nabors, among others. The orchestra will also feature repertoire such as Stravinsky's "The Firebird" suite, Debussy's La Mer, and Beethoven's epic Symphony No. 9. To view upcoming concerts, please visit: https://www.nashvillesymphony.org/tickets/season- tickets/classical-series/ Budget FirstBank Pops Series Description The Nashville Symphony's 2021/22 FirstBank Pops Series consists of eight concert weekends, pairing the orchestra with musical icons such as Stewart Copland, Leslie Odom Jr., and Ben Folds, as well as musical tributes to The Beatles, Disco Fever, Nat King Cole, and more. These performances highlight the orchestra's depth and excellence in performance across a wide variety of musical styles. To view upcoming concerts, please visit: https://www.nashvillesymphony.org/tickets/season-tickets/pops-series/ Budget Community Engagement Programs Description The Nashville Symphony's community engagement programs connect the orchestra with people across Middle Tennessee through free concerts at Schermerhorn Symphony Center and other venues across the region. Community Concerts bring the Nashville Symphony to public parks each summer, culminating with the orchestra's annual performance for the Nashville Fourth of July celebration. The free Chamber Music Series gives audience members a chance to explore the artistry behind the music and to interact with the performers in a relaxed, casual setting. "Let Freedom Sing!" celebrates the legacy of Dr. Martin Luther King Jr. and the ongoing impact of the Civil Rights movement. To learn more about our community engagement programs, please visit www.nashvillesymphony.org/education/community-programs/ Budget Education Programs Description Nashville Symphony offers the following educational programs: 1) Young People's Concerts, which give K-12 students the opportunity to experience the full orchestra. Programs are accompanied with in-depth, 4
downloadable curriculum that align with state learning standards. 2) Open Dress Rehearsals invite students to observe the orchestra in action. 3) Ensembles in the Schools sends small groups of Nashville Symphony musicians to perform in schools. 4) Masterclasses and Sectional Lessons provide resources, instruction, and performance coaching for individual student musicians and small groups. 5) The Accelerando Program is an intensive education program designed to prepare gifted young students of diverse backgrounds for the pursuit of music at the collegiate level and beyond. The Nashville Symphony engages area youth and their families through a variety of Education programs in addition to those listed above. For a full listing, visit: https://www.nashvillesymphony.org/education/ Budget CEO/Executive Director/Board Comments In addition to the concert series listed, the Nashville Symphony produces many more concerts each year. Special event concerts pair the orchestra with popular guest artists for one or two nights throughout the year. During the 2019/20 season, notable performances included concerts with Michael W. Smith, Patti LaBelle, and a special presentation of the NFM Wroclaw Philharmonic conducted by Nashville Symphony's own Giancarlo Guerrero. The orchestra performed a series of movie concerts, playing the soundtracks of Home Alone, Disney's Coco, Harry Potter and the Half-Blood Prince, Return of the Jedi, and the 1989 Batman while the films are projected overhead. The Ann & Monroe Carell Family Trust Family Series offers four Saturday-morning concerts for children and families, with pre-concert activities and an interactive Instrument Petting Zoo. The 2019/20 season included performances of beloved pieces by Aaron Copland and John Phillips Sousa, as well as a Holiday Spectacular and Sing-a-long. All Family Concerts are now sensory friendly; accessible amenities include closed captioning, booster seats, a no-shushing policy, raised lighting, quiet spaces away from the concert hall, and free access to fidget toys, headphones, social stories, and more. Governance Board Chair Pamela Carter Company Affiliation Cummins Corporation (Retired) Term August 2020 to July 2023 Email pcarter49@icloud.com Board of Directors Name Affiliation Status Ms. Melinda Balser Vanderbilt University Voting Father Dexter Brewer Christ the King Church Exofficio Mr. Steven Brown Nashville Symphony Musician Voting Mrs. Pamela Carter Retired Exofficio Ms. Mary Cavarra Ingram Industries Inc. Voting Ms. Michelle Collins Nashville Symphony musician Voting Mrs. Carol Daniels Tennessee Press Association Voting Mr. Keith Davis Pinnacle Financial Partners Voting Mr. Tra is Dunn Brown Brothers Harriman Voting Mr. Rodney Essig Creative Artist Agency Voting 5
Mr. Christopher Farrell Nashville Symphony Musician Voting Mr. Andrew Giacobone Retired Executive Voting Mr. Anthony Giarratana Giarratana, LLC Voting Mr. Edward Goodrich Caterpillar Financial Services Exofficio Ms. Brenda Griffin Griffin Investments Voting Mr. Austin Hatley Seed Six Ventures Voting Mr. Derek Hawkes Nashville Symphony Exofficio Mr. Michael Hayes C.B. Ragland Company Exofficio Ms. Vicki Horne Community Volunteer Voting Mrs. Emily Humphreys Voting Mr. Orrin Ingram Exofficio Mrs. Lee Ann Ingram Voting Mrs. Martha Ingram Ingram Industries Inc. Exofficio Dr. Edmund Jackson PhD HCA Healthcare Voting Mr. William Jones Jr. Turner Law Offices, P.C. Voting Ms. Amanda Kane Jarrard Phillips Cate & Hancock Voting Mrs. Laura Kimbrell TKO Artist Management Voting Mr. George Lee III Real Time Neuromonitoring, Voting Real Time Tele-Epilepsy Consultants Mrs. Sandra Lipman Remax Homes & Estates, The Exofficio Lipman Group Mrs. Cynthia Matthews US Equal Employment Voting Opportunity Commission Mrs. Victoria McCluggage Voting Mr. Andy Miller Nashville Symphony Chorus Voting President Mr. Richard Miller Earl Swensson Associates, Inc Exofficio Mr. Pat Murphy Retired Voting Mrs. Phylanice Nashe J.D. MaxxContent Voting Mr. Robert Olsen AutoZone, Inc (Retired) Exofficio Mrs. Victoria Pao Angel Investors Voting Mr. Jeremie Papin Nissan North America, Inc. Voting Dr. Mark Peacock Mid State Pulmonary Associates Exofficio Mr. W. Phillips Jr. Bass, Berry & Sims Exofficio Ms. Jennifer Puryear Community Volunteer Voting Dr. Janice Riley-Burt Family Medicine Physician Voting Dr. E. Sanford Tennessee State University Voting Ms. Carolyn Schott Sherrard Roe Voigt & Harbison Voting PLC Mr. James Seabury III Enterprise Electric, LLC Exofficio Mrs. Teresa Sebastian The Dominion Asset Group Voting Mr. Michael Sposato Caterpillar Financial Services Voting Mr. Karl Sprules AllianceBernstein Voting Mr. Mark Tillinger Retired Voting Mr. James Todd Hagan & Todd Voting Mr. Alan Valentine Nashville Symphony President Exofficio and CEO Peri Widener Voting Mrs. Gail Williams Voting Ms. Betsy Wills Courage Capital Management Exofficio Ms. Clare Yang Nashville Symphony Musician Voting Ms. Shirley Zeitlin Zeitlin & Co., Realtors Voting Board Demographics - Ethnicity African American/Black 8 Asian American/Pacific Islander 2 Caucasian 46 Hispanic/Latino 0 Native American/American Indian 0 Other 0 6
Board Demographics - Gender Male 30 Female 26 Unspecified 0 Governance Board Term Lengths 3.00 Board Term Limits 2 Board Meeting Attendance 85% Does the Organization have written Yes Board Selection Criteria? Does the Organization have a Written Yes Conflict of Interest Policy? Percentage Making Monetary 100% Contributions Percentage Of Board Members 2% Making In Kind Contributions Does the Board include Client Representation? Number of Full Board Meetings 4 Annually Standing Committees Audit Board Governance Building Community Outreach / Community Relations Development / Fund Raising Education Executive Finance Marketing Program Strategic Planning Other Other Risk Provisions Accident and Injury Coverage Automobile Insurance Commercial General Liability Computer Equipment and Software Crime Coverage Directors and Officers Policy Disability Insurance Fine Arts and Collectibles General Property Coverage Life Insurance Medical Health Insurance Property in Transit and off Premises Special Event Liability Umbrella or Excess Insurance Workers Compensation and Employers' Liability CEO/Executive Director/Board Comments The Nashville Symphony is governed by a 56-member Board of Directors comprised of a cross-section of the community. Board members agree to a set of mutual expectations when they accept a seat on the Nashville Symphony Board of Directors: 7
1. To make a significant, personally meaningful contribution to the Annual Campaign. 2. Leverage personal and corporate influence to secure individual contributions and sponsorship support for the Annual Campaign. 3. Purchase subscriptions (preferably the Classical Series), attend concerts, and bring guests to enjoy the Nashville Symphony's artistic excellence. 4. Attend Board meetings and actively participate in policy discussions and decisions. 5. Serve on at least one committee to support the artistic and cultural mission of the orchestra. 6. Attend at least one educational activity or event to better understand the organization's work in the community. 7. Advocate on behalf of the orchestra to the community. Management Executive Director Mr. Alan Valentine Email avalentine@nashvillesymphony.org Term Start June 1998 Alan’s Experience: Alan D. Valentine joined the Nashville Symphony as its President and CEO in June 1998. Since then, he has presided over an unprecedented period of growth at the Symphony, highlighted by 14 GRAMMY Awards and 26 GRAMMY nominations; over 30 highly regarded and best-selling CD releases on Naxos, Decca and other labels; a total of nine national television broadcasts, one of which won the Symphony an Emmy Award; multiple national radio appearances; a critically acclaimed Carnegie Hall debut and sold-out East Coast tour; two consecutive and very successful endowment campaigns in which a total of $145 million was raised; and the construction of the world-class, acoustically superb Schermerhorn Symphony Center, which opened in September 2006. Prior to his Nashville appointment, Valentine served for 10 years as executive director of the Oklahoma Philharmonic Society in Oklahoma City, Okla. In addition, he served on the adjunct faculty of Oklahoma City University, where he taught graduate-level arts administration courses. A graduate of the University of Houston, Valentine also served as the chief executive of the Mid-Columbia Symphony in Richland, Wash., the Greensboro (N.C.) Symphony and the Chattanooga Symphony and Opera Association. Staff Number of Full Time Staff 109 Number of Part Time Staff 76 Volunteers 245 Contractors 6 Staff Retention Rate 93% Plans & Policies Fundraising Plan? Yes Strategic Plan? Yes Years Strategic Plan Considers 4 When Strategic Plan Adopted? December 2019 Management Succession Plan? No Policy and Procedures Plan? Yes Nondiscrimination Policy? Yes Whistle Blower Policy? Yes Document Destruction Policy? Yes Senior Staff Name Title Sonia Mussaw Director of Human Resources & Inclusion Katie Sejba Vice President of Marketing Eric Swartz Vice President of Venue Management Jessica Slais Vice President of Artistic Administration 8
Jonathan Norris Vice President of Development Jonathan Marx Chief Operating Officer Kimberly McLemore Vice President of Education and Community Engagement Sonja Thoms Vice President of Operations Marye Lewis Chief Financial Officer Formal Evaluations Is there a formal evaluation for… Frequency CEO/Executive Director Yes Annually Senior Management Yes Annually Non-Management Yes Annually Affiliations Affiliation Year AFP (Association of Fundraising Professionals) 1997 American Association of Grant Professionals 2010 Americans for the Arts 2009 ANE (Association of Nonprofit Executives) 2001 Center for Nonprofit Management Excellence 1999 Network International Auditorium and Arena Managers 2006 Organization League of American Orchestras 1946 Metro Arts Commission 1991 Nashville Arts Coalition 2001 Nashville Downtown Partnership 2006 National Endowment for the Arts 1987 National Recording Academy of Arts and 1999 Sciences (NARAS) Planned Giving Council of Nashville 2005 Tennesseans for the Arts 2002 Tennessee Arts Commission 1987 Williamson County Chamber of Commerce 2008 Awards Award/Recognition Organization Year Achievement in Marketing Nashville American Marketing Association 2009 Award Award for Excellence in Internat'l Association of Fundraising 2008 Fundraising Professionals Awards for Adventurous ASCAP 2007 Programming - 2nd place Awards for Adventurous ASCAP 2012 Programming - 2nd Place Awards for Adventurous ASCAP 2008 Programming - 3rd Place Awards for Adventurous ASCAP 2011 Programming - 3rd Place Awards for Adventurous ASCAP 2013 Programming - 3rd Place Awards for Excellence, Urban Land Institute 2009 recognizing building projects across North and South America - Finalist Emmy Award - Best Live National Academy of Television Arts & 2008 Special Televised Event (for Sciences Opening Gala 2006) Excellence in Development Urban Land Institute - Nashville Chapter 2009 Award Gold Addy Award - for Nat'l Advertising Federation - Local 2008 nsokids.org website Chapter Grammy Award - Best National Academy of Recording Arts & 2008 9
Classical Album Sciences GRAMMY Award - Best National Academy of Recording Arts & 2016 Classical Compendium Sciences Grammy Award - Best National Academy of Recording Arts & 2011 Classical Contemporary Sciences Composition Grammy Award - Best National Academy of Recording Arts & 2011 Engineered Album, Classical Sciences Grammy Award - Best National Academy of Recording Arts & 2012 Instrumental Solo, Classical Sciences Grammy Award - Best National Academy of Recording Arts & 2008 Orchestral Performance Sciences Grammy Award - Best National Academy of Recording Arts & 2011 Orchestral Performance Sciences GRAMMY Awards - Best National Academy of Recording Arts and 2017 Classical Compendium, Best Sciences Classical Instrumental Solo, and Best Contemporary Classical Composition GRAMMY Awards - Best National Academy of Recording Arts and 2018 Contemporary Classical Sciences Composition presented to the Nashville Campbell & Company National Awards for 2007 Symphony?s fundraising Excellence in Fundraising team for the A Time for Greatness Campaign Silver Anvil Award Public Relations Society of America (PRSA) 2011 Silver Anvil Award of Public Relations Society of America (PRSA) 2009 Excellence GRAMMY Awards - Best National Academy of Recording Arts and 2021 Contemporary Classical Sciences Composition CEO/Executive Director/Board Comments The Nashville Symphony is dedicated to achieving the highest standard for excellence in musical performance and educational programs, while engaging the community, enriching audiences and shaping cultural life. In the 2018/19 season, the Nashville Symphony: - Performed 158 concerts at Schermerhorn Symphony Center and at locations across the Middle Tennessee region. - Reached 45,000 children and adults through 20+ free education and engagement programs tailored to the needs of local schools and communities. - Welcomed more than 188,730 ticket buyers to Schermerhorn Symphony Center. Financials Financials Fiscal Year Start 08/01/2021 Fiscal Year End 07/31/2022 Projected Revenue $25,582,748.00 Projected Expenses $25,582,747.00 10
Detailed Financials Revenue and Expenses Fiscal Year 2020 2019 2018 Total $15,947,022. $23,179,344. $23,557,261. Revenue 00 00 00 Total $23,610,906. $27,421,525. $26,456,868. Expenses 00 00 00 Revenue ($7,663,884. ($4,242,181. ($2,899,607. Less 00) 00) 00) Expense Revenue Sources Fiscal Year 2020 2019 2018 Foundation $0.00 $0.00 $0.00 and Corporation Contribution s Government $0.00 $0.00 $0.00 - Federal Government $0.00 $0.00 $0.00 - State Government $0.00 $0.00 $0.00 – Local Government $25,000.00 $249,700.00 $277,130.00 – Unspecified Individual $8,163,437.0 $7,957,743.0 $6,616,845.0 Contribution 0 0 0 s Indirect $0.00 $0.00 $0.00 Public Support Earned $5,552,895.0 $11,174,696. $12,876,077. Revenue 0 00 00 Investment $64,928.00 $381,036.00 $640,930.00 Income, Net of Losses Membership $5,925.00 $11,325.00 $10,485.00 Dues Special $883,923.00 $1,066,229.0 $845,687.00 Events 0 Revenue In- $0.00 $0.00 $0.00 Kind Other $1,250,914.0 $2,338,615.0 $2,290,107.0 0 0 0 Expense Allocation Fiscal Year 2020 2019 2018 Program $19,537,841. $22,851,856. $22,374,053. Expense 00 00 00 Administrativ $2,836,923.0 $3,123,602.0 $2,693,609.0 11
e Expense 0 0 0 Fundraising $1,236,142.0 $1,446,067.0 $1,389,206.0 Expense 0 0 0 Total 68% 85% 89% Revenue/Tot al Expenses Program 83% 83% 85% Expense/Tot al Expenses Fundraising 5% 5% 5% Expense/Con tributed Revenue Top Funding Sources Fiscal Year 2020 2019 2018 Top Funding Contributions, Program Program Source & Gifts and Revenue - Revenue - Dollar Grants - $11,174,696. $12,876,077. Amount $8,163,437.0 00 00 0 Second Program Contributions, Contributions, Highest Revenue - Gifts and Gifts and Funding $5,552,895.0 Grants - Grants - Source & 0 $7,957,743.0 $6,616,845.0 Dollar 0 0 Amount Third Highest Other Other Other Funding Revenue - Revenue - Revenue - Source & $1,250,914.0 $2,338,615.0 $2,290,107.0 Dollar 0 0 0 Amount Assets and Liabilities Fiscal Year 2020 2019 2018 Total Assets $92,523,857. $97,192,767. $101,369,90 00 00 5.00 Current $8,379,809.0 $8,671,003.0 $13,214,482. Assets 0 0 00 Long-Term $2,847,380.0 $0.00 $0.00 Liabilities 0 Current $26,498,048. $26,362,252. $26,315,206. Liabilities 00 00 00 Total Net $63,178,429. $70,830,515. $75,054,699. Assets 00 00 00 Endowment Info Do you have an endowment? Yes Endowment Value $715,166.00 Spending Policy Income plus capital appreciation 12
Percentage (if selected) Capital Campaign Info Currently in a Capital Campaign? No Solicitation Permit Info State Charitable Solicitations Permit Under Extension 13
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