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ORANGE COUNTY SYMPHONY

 PO BOX 15239 , none
 ANAHEIM , CA 92803
[P] (714) 778-0314 x none
[F] (0) 000-0000
www.ocsymphony.org
none
[email protected]
Dorothy Rose
FOUNDED: 1985
INCORPORATED: 1985
 Printable 1 Page Summary
 Printable Profile
Organization DBA Orange County Symphony
Former Names Garden Grove Symphony (1997)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3963941 00000

Summary


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Mission StatementMORE »

The mission of the Orange County Symphony (OCS) is to enhance cultural awareness through live orchestral performances made affordable to the community and to provide an experience for children and parents, many of whom might not have the opportunity, to enjoy live classical music performances. OCS is also dedicated to music education through published program notes in the concert program book and on the web site and pre-concert lectures offering insights on the lives and expectations of individual composers relevant to concert program content. 
We place special emphasis on elementary school age students, inviting them and their entire family to attend scheduled OCS concerts as our guests free of charge. 

Mission Statement

The mission of the Orange County Symphony (OCS) is to enhance cultural awareness through live orchestral performances made affordable to the community and to provide an experience for children and parents, many of whom might not have the opportunity, to enjoy live classical music performances. OCS is also dedicated to music education through published program notes in the concert program book and on the web site and pre-concert lectures offering insights on the lives and expectations of individual composers relevant to concert program content. 
We place special emphasis on elementary school age students, inviting them and their entire family to attend scheduled OCS concerts as our guests free of charge. 

FinancialsMORE »

Fiscal Year 2016
Projected Expenses $98,000.00
Projected Revenue $100,000.00

ProgramsMORE »

  • OCS Concert Season

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The mission of the Orange County Symphony (OCS) is to enhance cultural awareness through live orchestral performances made affordable to the community and to provide an experience for children and parents, many of whom might not have the opportunity, to enjoy live classical music performances. OCS is also dedicated to music education through published program notes in the concert program book and on the web site and pre-concert lectures offering insights on the lives and expectations of individual composers relevant to concert program content. 
We place special emphasis on elementary school age students, inviting them and their entire family to attend scheduled OCS concerts as our guests free of charge. 

Background Statement

OCS was chartered as a nonprofit 501(c)(3)in 1985 as the Garden Grove Symphony but changed the name to the Orange County Symphony in 1997 and moved headquarters to Anaheim in 2001. In 2004 the symphony had been dark for 3 years and engaged Dorothy Rose as Executive Director to attempt revitalization of the organization. With a very supportive board of Directors and Advisory Council OCS has provided concert season since 2005 and performed concerts in parks and public outdoor venues such as Pearson Park in Anaheim as part of their summer series and 3 night concert series on Birch Street in Brea, "Symphony on Birch Street" (2010, 2011 and 2012) attended nightly by over 5,000. In July, 2011, OCS was recognized as the Resident Symphony Orchestra for the City of Anaheim and in January, 2013, performed for the opening the Grand Plaza at the Anaheim Convention Center.
In Fall 2013 OCS brought music education to the Anaheim City School District (ACSD) for the first time in over 40 years with the after school orchestra instruction program. With OCS roster musicians as instructors the program started in 14 pilot project schools with over 1,300 elementary age students enrolled. Classes were taught 5 afternoon weekly in string, brass, percussion and woodwind instruments. OCS assisted in an instrument donation and acquisition program and an orchestra concert was performed in June 2014 at each pf the 14 school sites. the 2014-15 academic year brought 4 additional schools into the program reaching 1,800 students. An Honors Orchestra was also formed and featured selected students were given the opportunity to conduct their ensembles at the year end concerts. For the first 18 months of the program, Dorothy Rose was the Program Director.   OCS is proud to cololaborate with Anaheim's first Charter School (GOALS ACADEMY) which will be the rehearsal home for the OC Youth orchestra ensembles when funding becomes available. OCS has made available a full complement of music stands at GOALS and is instrumental in acquiring the donation of  a baby grand piano for their music program. ACSD now engages fully credentialed music teachers for day time curriculum which includes all the performing arts including choral, dance and drama. All ACSD music students are attend OCS scheduled concerts free with their entire families. OCS is committed to maintain free access to music education opportunities for elementary and middle school students now and into the future.

Impact Statement

OCS presents 9 scheduled concerts annually in a concert season and has done so since 2005 in spite of reduced financial support from grants and the demise of some of our major private supporters. In 2013-14 OCS introduced an after school orchestra instruction program in the Anaheim City Elementary School District, (ACSD) reaching 1,300 students in 14 pilot project schools bringing music education to the district schools after 40 years of absence. The program is taught by OCS roster musicians. In 2014-15 we expanded into 4 more school sites to reach 1,800 students. We were instrumental in  assisting with obtaining donations for instruments and currently the district hires full time credentialed music teachers for day time classes as part of the curriculum. OCS continues to sponsor attendance of music students and their entire family as our guests at scheduled  OCS season concerts. Parking for all is free.
When funding is available we would like to sponsor a youth orchestra under the umbrella of the Orange County Symphony. Currently graduating ACSD students have available only opportunities for middle school band participation. All strings students must either drop the orchestra instruction program and switch to a different instrument such as wind, brass or percussion. String instruments are not typically included in band ensembles. In excess of 60% of our music students chose to study violin, viola, cello or bass so now these students have no place to continue their study and perform. 
 

Needs Statement

Reduced financial support from over $100,000 in fiscal year ending 2011 to just over $71,000 in fiscal year 2015 has occurred with the alarming, steady decrease in numbers of our staunchly supportive community base of individual donors. These aging community leaders have made their transition and during holiday season 2015 we experienced the loss of 6 such benefactors.
Across the nation orchestra concert incomes account for under 60% of needed funds for operating and production costs. In spite of these challenges OCS has continued to provide a full annual concert season of diverse programming, performed to the highest standards of performance excellence.  Many of our talented musicians donate their time and energy and others receive small honorarium. We have 3 highly educated and experienced conductors who also receive a small stipend for the hard work they do in planning and producing great concerts. For each of the 9 concerts in the scheduled season we must find sponsors to fill the income gap of $3,000 to $6,000 shortfall. This leaves us needing to replace sponsors for 3 remaining concerts in the 2015-2016 annual OCS season.
We face an immediate need of $20,000 for the completion of the current season and an additional $50,000 going into the 2016-2017 concert season.  

CEO Statement

Orange County Symphony (OCS) is unique among local southern California orchestra organization on many levels. It is the only one that emphasizes music education at the elementary school level and offers free access to students and their entire family with free parking at all scheduled season concerts. The Outreach programs also offer free attendance to underserved clients of many organizations such as RYTMO, Teen Challenge, YMCA, Family Justice Center, Blind Veterans of America, senior centers and others. In order to continue our many Outreach and music education programs, we must ensure sustainability with a strong financial stability. Concert incomes account for under 60% of orchestra operating and production costs in spite of our many musicians who donate their time, talent and energy. To close the gap fundraising programs are a constant necessity. Throughout history, cultural programs for the arts are recognized for the valuable place they fill in our society but have always needed to rely on financial sponsorship and support from caring communities. OCS needs your help!

Board Chair Statement

Mike Anderson: "As President of the board, we have seen tremendous progress and successes over the years. After being dark for 3 years, the symphony had grown such as to be awarded in July, 2011, Resident Symphony Orchestra for the City of Anaheim, begun 3 years ago a community outreach program that has reached 100's of low income families that have never experienced the live sensation of s symphony orchestra performance. OCS launched a music orchestra program in the Anaheim City School District's 13 schools where music had been missing for over 40 years. Not only with the launching but OCS was able to help provide low income youth opportunities to learn music by providing them instruments and instruction at no cost.
 
But challenges remain. We continue to see a lowering turn-out rate at concerts , plus we are seeing funding slowly erode. Addressing the challenges is not easy, but we are finding that perhaps in broadening our brand, we will accomplish goals. The addition of a POPs ensemble has brought more awareness, but the future of the Orange County Symphony lies within the formation of a standalone youth symphony. This will not only bring patrons to the concerts, it will bring in funding due to the educational aspect that it will provide and also reassure us that the Orange County Symphony will continue into the next decade and beyond."
 

Other Ways to Donate/Volunteer

Donations may be made by credit card on the website or by telephone at the OCS office. Checks may be sent to the mailing address or through the Sustaining  membership program whereby a monthly pledged amount is charged on a credit card, designated for a stated period of time. Volunteer opportunities include assisting with concert lobby duties, and event planning and assistance and telephone tree .calls. Local Kiwanis Key Club volunteers also assist with all concerts and need supervision. 
For information on concert and/or sponsorship please call the symphony office at 714 778-0314.
 
 
 
 

Geographic Area Served

North Orange County
Anaheim, North Orange County and surronding communities

Organization Categories

  1. Arts,Culture & Humanities - Symphony Orchestras
  2. Education - Elementary & Secondary Schools
  3. -

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Programs


OCS Concert Season

FORCES OF NATURE, includes Beethoven’s Fifth and a world premiere, Leviathan of the Ancient Deep (Huff), April 10, 2016 with Dr. David Rentz conducting presented by OCS main ensemble.

THE FOUR SEASONS, includes Vivaldi and Nielsen’s Suite for Strings May 15, 2016 with Guest Conductor, SeungJai Chung presented by OCS main ensemble.

MUSIC FOR THE SILVER SCREEN, includes Symphonic Dances from West Side Story, Out of Africa, Star Wars and more, June 19, 2016 with Dr. Anthony Mazzaferro conducting, presented by the Orange County Winds Symphony ensemble.

Budget  $20,000.00
Category  Arts, Culture & Humanities, General/Other Musical Performances
Population Served US US
Program Short-Term Success 
With the addition of the Orange County Symphonic POPs ensemble in July 2015 we plan to add a summer series of additional concerts featuring audience friendly selections of contemporary as well as time honored repertoire bringing our scheduled 
season to a total of 12 concerts performed in the annual season.
Program Long-Term Success  The long term success will continue to be measured by consistent high standards of performance excellence and programming to engage music education and awareness made available for the community at affordable cost. In the future when funding is available we expect to sponsor youth orchestra ensembles and continued education for students at the elementary and middle school levels.
Program Success Monitored By  Subscriber surveys and concert attendance are two of the tools used to monitor success. Slight increases in subscriber numbers have been at the rate of about 10% annually. OCS has maintained subscription prices since 2014 at $190 for 4 tickets to each performance for senior/student admission and $250 for general admission for 4. This encourages audience growth and helps spread awareness for OCS. Concert reports track attendance as well as income/cost statistics for all concerts.
Examples of Program Success  Survey and unsolicited responses are unfailingly high in praise. Careful attention is paid to audience reception of diverse programming. More audience friendly repertoire needs gave rise to the addition of the OCPOPs ensemble.

Management


CEO/Executive Director Ms. Dorothy Rose
CEO Term Start Jan 2004
CEO Email [email protected]
CEO Experience Dorothy Rose brings long standing experience as a business owner and  leader in local communities including Seal Beach, Garden Grove and Anaheim. 

Former CEOs and Terms

Name Start End
Ms. Martha Alves Jan 1997 Sept 2003
Mr. Edward Petterson Jan 1990 Sept 1997
Mr. unknown Petterson Jan 1990 Sept 1997

Senior Staff

Name Title Experience/Biography
Ms. Pollyanna Gorman Music Director/Conductor OCPE --
Dr. Anthony Mazzaferro Music Director/Conductor OCWS --
Dr. David Rentz Music Director/Conductor OCS --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

OCS has formed varied collaborations and partnerships in the 11 years since 2004. The Outreach programs sponsor groups from local organizations that serve segments of the community that would not otherwise attend live orchestral concert performances such as Teen Challenge, Blind Veterans of America, Family Justice Center, Reaching Youth Through Music Opportunities (RYTMO) and many others. Music Students from local elementary and middle schools are welcomed as our guests with their entire families to attend scheduled OCS concerts at no charge. Free parking is included.
A business collaboration with Chris Sarkissian, owner of Pepz's Pizza provides pizza for musician's dinners before concert.s. The ad in the program book exchange is far outweighed in the value of the pizzas. Other donations provide the balance of the beverage, salad and dessert that rounds out the meals. Chef Rudy of AuBonTemps volunters to prepare and serves the meals. OCS also collaborates with the OC Theraputic Arts (OCTA) in Santa Ana serving autistic and developmentally challenged children and adults. OCS opened a Messiah concert with children singing in a candle light procession and also featured a harp choir from OCTA. OCS has presented the Project Say Folkorico Dancers showcasing Latin American composers.
 

Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 20
Number of Contract Staff 4
Staff Retention Rate % --
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 2
Male: 2
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers --
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency N/A N/A
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency No N/A

Government Licenses

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CEO Comments

Risk Management: All artist participants are required to complete a Hold Harmless and Media Release form. See other documents. Parents and or Guardian do so for under age participants. The safety and well being of our fabulous family of musicians and conductors is critically important so every aspect of consideration and respect is addressed. This includes green room facilities, appropriate parking, pre-concert meals when possible, and careful attention to roster listings in concert program books. We are greatly blessed with talented musicians, most of whom donate their time, talent and energy to our concert performances.

Foundation Comments

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Governance


Board Chair Michael Anderson
Board Chair Company Affiliation President
Board Chair Term 2009 - 0
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Michael Anderson Community Volunteer Voting
Dr. Phyllis Eichler Marketing Voting
Barbee Heiny 1st Vice-President/Treasurer Voting
Dorothy Rose Executive Director Exofficio
Lawrence Rosenberg -- Voting
Sarma Rosenberg -- Voting
Kathy Shoemake Secetary Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Bill Dalati Volunteer NonVoting
Stephan Faessel Volunteer NonVoting
Susan Faessel Volunteer NonVoting
John Heiny Volunteer NonVoting
Mary Jo Hesketh Volunteer NonVoting
Kevin Holloway Volunteer NonVoting
Franz Kavan Volunteer NonVoting
Paul Meye V NonVoting
Ed O'Connell Volunteer NonVoting
Ann Robinson Volunteer NonVoting
Terrance Tungseth Volunteer NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 7
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 5
Male: 2
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % 75%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

Our board and Advisory Council does not use a term limit because the make of the board is a working board in that each member contributes specific chair duties in addition to their stated board position and benefits from long term growth and experience. The growth and success from 2004 when OCS had been dark for 3 years has required hard work and dedication on the part of each board member. Attrition has happened naturally rather than through term limit mandates.  Our Shirley Moreira, Director Emeritas, passed away during holiday 2015. Occasionally one resigns due to outside pressures, change of location or other affilliation duties. They are replaced as deemed needed and/or appropriate. Our board is focused, supportive and hard working. They have served with dedication to the mission and give unstintingly of time, talent and energy.
 

Foundation Comments

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Standing Committees

  • Advisory Board / Advisory Council
  • Community Outreach / Community Relations
  • Education
  • Program / Program Planning

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year July 01, 2015 to June 30, 2016
Projected Revenue $100,000.00
Projected Expenses $98,000.00
Form 990s

2014 Orange County Symphonies

2013 Orange County Symphonies

2012 Orange County Symphonies

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $71,914 $88,824 $84,656
Total Expenses $73,373 $77,252 $85,161

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
$71,914 $88,824 $84,656
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $0 $0 $0
Investment Income, Net of Losses $0 $0 $0
Membership Dues $0 $0 $0
Special Events $0 $0 $0
Revenue In-Kind $0 $0 $0
Other $0 $0 $0

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2014 2013 2012
Program Expense $38,060 $45,033 $52,571
Administration Expense $35,313 $32,219 $32,590
Fundraising Expense $0 $0 $0
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 0.98 1.15 0.99
Program Expense/Total Expenses 52% 58% 62%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2014 2013 2012
Total Assets $1,331 $2,790 $3,218
Current Assets $1,331 $2,790 $3,218
Long-Term Liabilities $0 $0 $0
Current Liabilities $0 $0 $0
Total Net Assets $1,331 $14,790 $3,218

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose OCS does not have a Capital Campaign
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount $0.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the audited financial statements and Form 990s and consultation with the organization. Foundation/corporate and individual contributions are shown together under Foundations and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.