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Philharmonic Society of Orange County

 2082 Business Center Drive, #100
 Irvine, CA 92612
[P] (949) 553-2422 x 202
[F] (949) 553-2421
[email protected]
Ron Dufault
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Orange County Philharmonic Society (1954)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-1805452 00000


Mission StatementMORE »

The mission of the Philharmonic Society of Orange County is to foster an appreciation for music by presenting national and international performances of the highest quality, while also providing dynamic and innovative music education programs for individuals of all ages.

Mission Statement

The mission of the Philharmonic Society of Orange County is to foster an appreciation for music by presenting national and international performances of the highest quality, while also providing dynamic and innovative music education programs for individuals of all ages.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $4,432,250.00
Projected Revenue $4,482,794.00

ProgramsMORE »

  • Complete All-Program Description
  • Musicians on Campus
  • Disneyland Resort Salutes the American Band
  • 2017-18 Concert Season
  • Concerts for Fifth Graders

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

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


Mission Statement

The mission of the Philharmonic Society of Orange County is to foster an appreciation for music by presenting national and international performances of the highest quality, while also providing dynamic and innovative music education programs for individuals of all ages.

Background Statement

The Philharmonic Society is Orange County's longest-established and most prestigious music organization, providing superb programs for Southern Californians since 1954. During these years, the Society has presented the world's most acclaimed symphony orchestras, chamber ensembles, soloists and world music ensembles. The Philharmonic Society serves a Southern California audience and currently presents concerts at the Segerstrom Center for the Arts and the Irvine Barclay Theatre. The Society makes its presentations accessible through student and senior discounts, concert previews, lectures, master classes, newsletters, meet-the-artist events and provides community engagement activities for people of all ages.
The Society's Youth Music Education Programs, the most extensive, comprehensive music education program of its kind in the country, are offered free to schools and students, reaching 160,000 children from 2nd grade through high school each year. In addition to music education programs offered at more than 700 schools throughout the county, the Society presents youth concerts at the Segerstrom Center for the Arts and other county venues. The Society also manages the Orange County Youth Symphony.
The Philharmonic Society operates on a $4.5 million budget and is governed by a 25-member board of directors. The board takes a hands-on role in the day-to-day management and operation of the organization.
The Committees are the Society's volunteer force. Nearly 100,000 hours of in-kind service are given each year by the 800 members in funding, implementing and evaluating music education programs.

Impact Statement

For more than 60 years, the Philharmonic Society has upheld a standard of musical excellence that is unmatched in our community. The Society has arranged and funded Orange County performances by artists who define "world class" and set the standard for artistic achievement in our time. From its solid foundation of classical music—symphony orchestras, soloists, and chamber music—the Society has moved forward to embrace world music, multimedia performances, folk and traditional art forms and contemporary music. Today, the Philharmonic Society showcases the very best music and performance our world has to offer. Our Youth Music Education Programs have launched more than 6 million students on a lifelong journey of musical discovery.

Needs Statement

Under the dynamic leadership of John Mangum, we're building on 63 years of artistic excellence and are poised for growth. Over the next five years, we'll be expanding artistic offerings and bringing music into the lives of people throughout our community in new and exciting ways. Investment opportunities include:

- Annual Operating Support—Ticket and subscription income covers only a portion of the real costs of bringing great music to our community. The generous support from members and donors each year completes the picture! Opportunities range from $60-$10,000+, with benefits designed to bring you closer to the music.
- Artistic Programming—Opportunities range from $10,000-$100,000 to sponsor orchestras, soloists, chamber series concerts, Eclectic Orange series, Holiday and Family programming. This support enables us to bring artists that represent the highest standard of excellence to our community and to expand programming over the next five years;
- Youth Music Education Programs—Opportunities range from $10,000 to provide general sponsorship or to sponsor specific programs (e.g. Meet the Musicians, Concerts for Fifth Graders and others.) Programs are offered free to schools throughout OC and bring music into the lives of 160,000 students each year.
- Endowment Support—Helps secure the future of great music in our community.  

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer

We accept checks in the mail, telephone donations by credit card, in-kind donations of instruments, advertising, office equipment and supplies, and others. We have a large volunteer force organized into Committees throughout the county. Membership is open to the public. Volunteer opportunities include ushering at youth programs, docenting for Music Mobile concerts, docenting for California Journeys, and planning, executing and staffing fundraising events such as the annual Philharmonic House of Design and Huntington Harbour Cruise of Lights.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
PSOC serves Southern California in its role as a music presenter, and primarily Orange County for its Youth Music Education Programs.

Organization Categories

  1. Arts,Culture & Humanities - Music
  2. Education -
  3. -



Complete All-Program Description

The Philharmonic Society's programs include its annual concert season, lectures, special presentations, adult music education programming, and fourteen grade-specific Youth Music Education Programs. The Youth Programs have been in existence since 1956 and are nationally recognized as a model program, serving more than 160,000 children each year.
Budget  $4,000,000.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served Adults Children Only (5 - 14 years) Adolescents Only (13-19 years)
Program Short-Term Success 
We are currently very successful, with a number of concerts sold-out this year. Several of our Youth Programs are fully subscribed, and the ones that are not, are due to school budget woes, not the quality of the programming. We have finished the last six seasons in the black. We have instituted three new Youth Music Education Programs—Strike Up the Band (a provisioning program for middle schools), a program on the effect of African music on the development of American music called Jubilant Song, a multi-disciplinary program called Flutes Across the World (make two flutes - one to play and one to give to a disadvantaged child, and an High School Orchestra Festival at Segerstrom Center for the Arts.
Program Long-Term Success 

Our ultimate goal is to meet and surpass ticket sales goals and fully subscribing every Youth Program . We also strive to finish each season in the black, while maintaining and growing programming.

Program Success Monitored By  We monitor our successes by tickets sales for the concert series. For the education programs, we ask for teacher and student evaluations, meet frequently with Orange County Music and Art Administrators, and hold meetings to discuss program success and strategies for program improvement.
Examples of Program Success 
On the concert side, we are experiencing more full houses every season as audiences come to trust the Society to provide the highest quality programming.
On the education side, we have rave reviews from teachers and administrators, as well as student letters. One recent note states, "Thank you for the instruments you gave us. I was really excited to have a new violin. The Philharmonic rocks!" 

Musicians on Campus

Professional brass, woodwind, string and percussion groups visit virtually all the public elementary schools in the county for performances and demonstrations. Musicians on Campus is one of the largest programs of its type in the United States. Presented for 4-6 grades.
Budget  $90,000.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served Children Only (5 - 14 years)
Program Short-Term Success  The goal of this program is to expose 4-6 grade students to professional musicians in ensembles of 3-5 musicians. The 17 ensembles represent the four families of orchestral instruments: brass, woodwinds, strings and percussion. The musicians not only play the instruments, but they describe the mechanical operation, the method of sound production, the science of pitch, and other technical information about the particular instrument. They also discuss behaviors for success, such as practice, concentration and focus. We are preparing students to choose an instrument for study, or at least broaden their definition of music and show opportunities for music listening. This program serves 85,000 students annually throughout Orange County.
Program Long-Term Success 
In existence for 31 years (in 2013-14), this free program is fully subscribed every year.
Program Success Monitored By 
Teachers, district visual and performing arts administrators, PSOC director of education, and The Committees' education committee monitor the groups' performances, and the student and teacher responses. 
Examples of Program Success 
We have several professional musicians participating in this program that received their impetus to study an instrument from an in-school performance of a Meet the Musicians ensemble. The program is fully subscribed, with every school that requests a performance receiving an assembly.

Disneyland Resort Salutes the American Band

Through short, narrated musical selections, the Disneyland Band introduces musical instruments and traces the heritage of American band music from the 19th century to the present. This program was created for second graders by Disneyland in cooperation with the Philharmonic Society and the Orange County Music and Art Administrators. Ten pairs of concerts are held at the Renée and Henry Segerstrom Concert Hall at the Orange County Performing Arts Center and other venues throughout the county.

Budget  $20,000.00
Category  Arts, Culture & Humanities, General/Other Musical Performances
Population Served Children Only (5 - 14 years)
Program Short-Term Success  The program introduces the concept of the band to 2nd grade students. The concerts include demonstrations of many different styles of music, and an introduction to the instruments of the band. The students learn what a conductor is and concert manners are stressed. Preparation materials are sent to teachers in advance of attendance. The concerts include a surprise visit from Mickey Mouse, and include four high school musicians performing with the Band.
Program Long-Term Success 
Now running for 29 years (2012-13), this popular concert program is always fully subscribed and with a waiting list for attendance. We can accommodate 35,000 students at various venues throughout Orange County.
Program Success Monitored By 
Teachers, district visual and performing arts coordinators, the PSOC director of education, and the education committee of The Committees of the Philharmonic Society monitor the concerts. Evaluation cards are sent to every teacher and used in annual program evaluation meetings and shared with the Disneyland Band.
Examples of Program Success 
The program utilizes four high school musicians playing on several numbers with the Disneyland Band. Many of them saw and were inspired by this program as 2nd graders and went on to play an instrument throughout their school years.

2017-18 Concert Season

The Philharmonic Society brings the finest of the world's performing musicians to Orange County, CA. In 2017-18, concerts will include recitals by pianists Lang Lang, Igo Levit, and Yuja Wang; the Los Angeles Philharmonic Orchestra with violinist Itzhak Perlman; the Boston Pops with an all-John Williams concert; the Chicago Symphon Orchestra with conductor Riccardo Muti; the Mariinsky Theatre orchestra; the Royal Philharmonic with jean-Yves Thibaudet; Joshua Bell and the Academy of St Martin in the Fields; and the San Francisco Symphony with Michael Tilson Thomas; and the Orchestra of the Age of Enlightenment with Marin Alsop, among many other exciting presentations.
Budget  $2,755,000.00
Category  Arts, Culture & Humanities, General/Other Music Performances Presenting
Population Served Adults
Program Short-Term Success 
To meet our ticket sales goal.
Program Long-Term Success 
To present artistically excellent concerts to the Southern California community, and to more fully engage our audiences in music through blogs, lectures and world-wide music festival attendance.
Program Success Monitored By  Newspaper reviews and staff/board concert attendees look at program quality. Ticket sales and audience input are the ultimate indicator for success.
Examples of Program Success  Ticket sales exceeded projections in 2012-13, with concerts by Itzhak Perlman, Yo-Yo Ma, the Orchestre Revolutionnaire et Romantique, and the Los Angeles Philharmonic all sold-out!

Concerts for Fifth Graders

Four pairs of concerts explore orchestral music in its historical and cultural contexts. Programs, which take place in the Renée and Henry Segerstrom Concert Hall at the Orange County Performing Arts Center, feature the Orange County Youth Symphony Orchestra under the direction of Daniel Wachs and dancers from Anaheim Ballet. Compact discs and worksheets are provided for student preparation.
Budget  $70,000.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served Children Only (5 - 14 years)
Program Short-Term Success  At the end of this concert, students will know many musical terms, will know what a conductor is, a symphony orchestra, a ballet dancer. They will have in-depth knowledge about a particular composer and about the process of composition. They will have had a concert experience, encouraging lifelong participation in music.
Program Long-Term Success  This program exposes 5th grade students to classical music and ballet, performed by students not much older than themselves. The students become familiar with the concert hall and again an emphasis is placed on concert deportment. They hear fine classical music played by the Orange County Youth Symphony, and see the wonderful dancers of Anaheim Ballet with an explanation of the meaning of classical dance language. Again, the goal is to encourage participation in music learning by students. We are able to serve 14,800 Orange County students annually with this program. Seats are allotted by percentage of 5th grade students in a district of the county-wide 5th grade enrollment.
Program Success Monitored By  Concert attendance, teacher evaluation cards, program evaluation by PSOC director of education and the education committee of The Committees of the Philharmonic Society.
Examples of Program Success  Thank-you letters from students expressing understanding of musical concepts taught and the joy of hearing peers play wonderful symphonic music.


CEO/Executive Director Mr. John Mangum
CEO Term Start July 2014
CEO Email [email protected]
CEO Experience

John Mangum came to the Philharmonic Society from the San Francisco Symphony, where he was the Director of Artistic Planning. As Director of Artistic Planning for the San Francisco Symphony, Mangum was a member of the executive management team and worked with Music Director Michael Tilson Thomas in setting the Orchestra's artistic direction. He oversaw programming for the Orchestra's 34-week subscription season, festivals, tours, recording projects, world premiere and commissioning programs, and provided artistic direction for the SF Symphony's 200+ concerts and presentations each season. Mangum was previously Artistic Administrator of the New York Philharmonic, a position he held from September 2009 to September 2011. In his position at the New York Philharmonic, Mangum worked closely with Music Director Alan Gilbert to plan and implement the Philharmonic's artistic vision. Prior to that, he was vice president for artistic planning at The Saint Paul Chamber Orchestra, where he created and implemented significant artistic initiatives, and artistic administrator of the Los Angeles Philharmonic Association, where he was responsible for programming at the Hollywood Bowl, the Orchestra's winter season at Walt Disney Concert Hall, festivals, and the Green Umbrella new music series. He was also the orchestra's program annotator, and has written notes and articles for the Salzburg Festival, Harmonia Mundi, Hong Kong Arts Festival, and Los Angeles Opera, among others. A California native and raised in the Bay Area, Mangum holds a Ph.D. in history and musicology, in addition to master's and bachelor's degrees in history, all from the University of California, Los Angeles.

Former CEOs and Terms

Name Start End
Mr. Dean Corey Mar 1992 June 2014

Senior Staff

Name Title Experience/Biography
Mrs. Roan Alombro Director of Finance --
Mr. Ronald Dufault VP Development --
Mr. Eli Peterson -- --
Mrs. Chantel Uchida Vice President of Marketing and Public Relations --
Ms. Nancy Warzer-Brady VP Education --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 13
Number of Part Time Staff 2
Number of Volunteers 796
Number of Contract Staff 0
Staff Retention Rate % 91%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 6
Caucasian: 7
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 8
Male: 5
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Under Development
Organization Policies And Procedures No
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Mrs. Kimberly Bernatz
Board Chair Company Affiliation First American Trust
Board Chair Term July 2016 - June 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Stephen Amendt U. S. Bank Voting
Mr. John Benecke Benecke Interiors Voting
Mrs. Kimberly Bernatz First American Trust Voting
Mrs. Sabra Bordas Civic Leader Voting
Mr. Douglas T. Burch No Affiliation Voting
Mr. Gary Capata -- Voting
Mrs. Mary Chelius -- Voting
Mr. Hung Fan -- Voting
Mrs. Joanne Fernbach Community Volunteer Voting
Mr. John Flemming Carpenter and Co. Voting
Mrs. Margaret Gates Community Volunteer Voting
Mrs. Jane K. Grier No Affiliation Voting
Mr. Noel Hamilton Wells Fargo Bank Voting
Mrs. Donna Kendall No Affiliation Voting
Mrs. Judy Michel Community Volunteer Exofficio
Mrs. Marlene Neilsen Community Volunteer Exofficio
Mrs. Elaine Neuss Community Volunteer Voting
Mrs. Barbara Roberts Community Volunteer Voting
Mr. Rande Shaffer -- Exofficio
Mr. Douglas H. Smith Director, Kinsmith Financial Corporation Voting
Dr. Daniel Stein Coastline Orthopaedic Association Voting
Mr. David Troob Managing Partner, Promontory Partners, LP Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Ms. Elizabeth An AnQi Restaurant NonVoting
Mr. Gordon Clune AnQi Restaurant NonVoting
Mr. John Evans Wells Fargo Bank NonVoting
Mrs. Ruth Ann Evans Wells Fargo Bank NonVoting
Mr. Thomas Nielsen Retired Irvine Company NonVoting
Mrs. Deborah Polonsky Community Volunteer NonVoting
Mr. Richard Polonsky Community Volunteer NonVoting
Mr. Chin-Shun Shih Community Volunteer NonVoting
Mrs. Lih Ping Shih Community Volunteer NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 20
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 11
Male: 10
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits --
Board Meeting Attendance % 60%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy No
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Audit
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Marketing
  • Nominating
  • Program / Program Planning


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $4,482,794.00
Projected Expenses $4,432,250.00
Form 990s

2016 Form 990

2015 Form 990

2014 990

2013 990

2012 Form 990

Audit Documents

2014 PSOC Audit

2013 PSOC Audit

2011 Philharmonic 2011 FS Final

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $4,683,989 $4,214,225 $4,265,074
Total Expenses $4,019,380 $4,160,386 $4,201,997

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$1,939,326 $1,981,978 $1,975,396
Government Contributions $13,000 $13,400 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $13,000 $13,400 --
Individual Contributions -- -- --
Indirect Public Support -- $0 --
Earned Revenue $1,803,320 $1,648,879 $1,765,283
Investment Income, Net of Losses $3,914 $1,401 $2,549
Membership Dues $110,243 $105,621 --
Special Events $814,186 $462,946 $521,846
Revenue In-Kind -- $0 --
Other -- $-211,491 --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $2,905,538 $2,975,620 $3,176,401
Administration Expense $487,681 $701,566 $509,159
Fundraising Expense $626,161 $483,200 $516,437
Payments to Affiliates -- $0 --
Total Revenue/Total Expenses 1.17 1.01 1.02
Program Expense/Total Expenses 72% 72% 76%
Fundraising Expense/Contributed Revenue 23% 20% 21%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $2,951,953 $2,407,236 $2,602,050
Current Assets $2,861,916 $2,367,056 $2,578,683
Long-Term Liabilities $461,944 $783,762 --
Current Liabilities $962,051 $760,125 $1,792,540
Total Net Assets $1,527,958 $863,349 $809,510

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 2.97 3.11 1.44

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 16% 33% 0%
Endowment Value --
Spending Policy Percentage
Percentage(If selected) --
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose to raise working capital, cash reserve, and build an endowment
Campaign Goal --
Capital Campaign Dates July 2015 - June 2018
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments


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 combined under Foundation and Corporation Contributions.


Other Documents

No Other Documents currently available.