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SOC | Shakespeare|Summerfest Orange County

 12762 Main St.
 Garden Grove, CA 92840
[P] (917) 449-9433
[F] --
shakespeareoc.org
https://www.youtube.com/channel/UCJeCxuM12J30JWTLw5mHx6A
[email protected]
Tess Lina
FOUNDED: 1980
INCORPORATED: 1990
 Printable 1 Page Summary
 Printable Profile
Organization DBA SOC | Shakespeare|Summerfest Orange County
SOC
Shakespeare Orange County
Shakespeare OC
SOC Open Air Theater Inc.
Former Names Shakespeare Orange County (2012)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 46-4130482 00000

Summary


Mission StatementMORE »

SOC will build bridges between the cultural and generational diversity of our community through live theatrical experiences including innovative and affordable productions of Shakespeare, creating an artistic home for the entire OC community. Collaborations with diverse cultural organizations for our Shakespeare productions and an intensive high-school education and internship program are two key programs moving us toward accomplishing our goals. 

Mission Statement

SOC will build bridges between the cultural and generational diversity of our community through live theatrical experiences including innovative and affordable productions of Shakespeare, creating an artistic home for the entire OC community. Collaborations with diverse cultural organizations for our Shakespeare productions and an intensive high-school education and internship program are two key programs moving us toward accomplishing our goals. 


FinancialsMORE »

Fiscal Year 2018
Projected Expenses $163,500.00
Projected Revenue $185,000.00

ProgramsMORE »

  • Shakespeare/Summerfest Season
  • Education
  • Outreach

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

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


Overview


Mission Statement

SOC will build bridges between the cultural and generational diversity of our community through live theatrical experiences including innovative and affordable productions of Shakespeare, creating an artistic home for the entire OC community. Collaborations with diverse cultural organizations for our Shakespeare productions and an intensive high-school education and internship program are two key programs moving us toward accomplishing our goals. 


Background Statement

Thomas F. Bradac founded The Grove Shakespeare Festival in 1980 at the newly built Garden Grove Strawberry Bowl, now known as The Garden Grove Amphitheatre. It immediately became a Southern California destination, with sold out houses and lines around the block. In 2013, Bradac retired at the end of the season and named John Walcutt the new Producing Artistic Director of the revitalized Shakespeare Orange County, SOC. John's history with the company began in 1982 as a young actor in his first professional show. He continued to return as an actor over the years, and now John has taken the helm to continue the company's tradition of excellence, and to expand its vision.  In 2014, Walcutt’s inaugural season, SOC took a bold leap into the changing demographics of the central county, which boasts a diverse community of families from the Pacific Rim, Korea, Mexico, Vietnam, and China, among others. SOC has undertaken its campaign of “One Big Family Under the Stars” through inclusive and collaborative programming, affordable tickets, and youth education. SOC offers a diverse and welcoming artistic home for theatre, music, and dance, to build bridges between different backgrounds and generations. 

Impact Statement

Our 2017 season marked the fourth year under the leadership of Artistic Director John Walcutt. His tenure so far reflects renewed energy, a collaborative and multi-faceted vision, and the distinct development of our audience. Under the leadership of Mr. Walcutt, we have increased our attendance three-fold. Additional accomplishments include:

  • In 2016, we produced a critically acclaimed and multi-ethnic production of Hamlet, featuring OC native and accomplished actor David Denman, SCR favorite Hal Landon, Jr., and the dynamic VietCam Dance Group. 
  • In 2017, a bold and innovative production of The Tempest featured Harry Groener, a three-time Tony Award nominee and winner of Ovation and LA Drama Critics awards. It also included dancers from the Korean Performing Arts Drum & Dance Academy.
  • Our new diverse programming and lower ticket prices continued to enrich our audience demographic from primarily upper-middle class Caucasian to a diverse population more representative of the dozens of different races and ethnicities who call Orange County “home”. 
  • We continued our popular one-week Advanced High School Intensive and Internship Program, and collaborated with Theater Seoul on youth-oriented adaptations of Shakespeare's A Midsummer Night's Dream and Romeo and Juliet.

Our goals as we move forward are:

  • To continue our diverse programming beyond the world of Shakespeare's works, deepening and fostering collaborations with multi-ethnic organizations.
  • To deepen our community outreach and further develop our audience both ethnically and socioeconomically.
  • To diversify and intensify our fundraising efforts, including grant funding/support from foundations as well as individuals.
  • To continue to be fiscally responsible, and to ultimately move toward free Shakespeare.

Needs Statement

In order to develop and seek new ways to serve and engage the community, SOC seeks funding for capital improvements and programming expenses. Our ultimate goal is to be able to provide our entire summer season free to the public, allowing anyone and everyone to enjoy quality professional theater, with New York City's Shakespeare in the Park as our inspiration and model. We want to focus on the steps that will help us reach that goal, specifically:

  • Securing corporate sponsorship and underwriting of our educational and seasonal programming;
  • Improving the above-stage grid to enable wiring for sound and lighting needs;
  • Recruitment of volunteers to join us in our box office, lobby and ushering, special events, marketing and outreach.


CEO Statement

I take the reins of this distinguished artistic tradition, and move into big bold territory. I know how the arts can change a life, like mine. I grew up on a farm. I saw a play. It changed my life. I'm even in the biggest movie ever made (can you guess). It doesn't get any better than that!

 

But the arts also teach people confidence, leadership, and team building. And the art of theater encourages reading, language, creativity, social skills, and curiosity. The arts give a window into the size and possibility of the world and a perspective of life beyond one's experience, breeding tolerance, understanding and appreciation. I want to invite our community into the possibilities of the world.

I came here to give back to a place that I love, that changed me and showed me the possibilities available to me in life that my parents never imagined. I am here, volunteering to make a difference with SOC. I have made it my mission since I took the helm to connect not only with our loyal Shakespeare crowd, but the various ethnic communities, the Veterans' groups, local schools and city organizations and businesses. I want to build bridges throughout this community.

 

ONE BIG FAMILY UNDER THE STARS!


Board Chair Statement

This, our first Board under the new banner, is made up of energized and motivated artists and passionate members of the business community. John’s vision and commitment inspired us to participate and support his leadership of SOC. In just three seasons, SOC has made a significant impact that extends throughout Orange County, with artistic reverberations as far as New York City and Washington, D.C. Under John’s leadership, we want to cultivate the audiences of tomorrow. South Korean President Park Geun-Hye wrote in her autobiography: "I fell in love with the English language through the plays of William Shakespeare". We believe this doorway into our culture is still wide open. We urge you to help us bring the many wonderful cultures of the community together to celebrate our culture and theirs.


Other Ways to Donate/Volunteer

We appreciate your generosity! You can donate in many ways: MAIL: SOC | Shakespeare/Summerfest Orange County, 12762 Main Street, Garden Grove, CA 92840 ON-LINE: www.shakespeareoc.org. We accept checks, credit cards, and in-kind donations. We are seeking volunteers: -With grant research and writing experience -Business and office experience-Outreach and community relations -Box Office, House Management and Ushers, Concessions-Pre-and-post show music/entertainment These are just a few ways you can be a part of our Family. Please email us at [email protected], with "Volunteer" in the Subject line.

Geographic Area Served

Central Orange County
North Orange County
Located on Historic Main Street in Garden Grove, just off the 22, between the 5 and the 405. 

Organization Categories

  1. Arts,Culture & Humanities - Performing Arts
  2. Education - Elementary & Secondary Schools
  3. Arts,Culture & Humanities - Theater

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Programs


Shakespeare/Summerfest Season

Producing Artistic Director John Walcutt reinvented the company's mission to include the continuation of 35 year tradition of bringing quality professional Shakespeare to Orange County, and an expansion of our programming to invigorate and reach out to new and previous theatre-goers.
Budget  $175,000.00
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Families Asian, Pacific Islander Heritage Hispanic, Latino Heritage
Program Short-Term Success  Our immediate focus is to continue to develop our audience by offering them seasonal programming that is inclusive and innovative. Our 2017 Season opens with Shakespeare's The Tempest, and will feature a collaborations with multi-ethnic arts organizations, and a three-time Tony Award nominee. The rest of our season includes Shakespeare's Henry IV Part 1, the Gilbert and Sullivan musical Pirates of Penzance, and other musical and dance events.
Program Long-Term Success  Our vision is to make Shakespeare/Summerfest Orange County a true theatre of the people: a 5-month season of diverse cultural programming that is absolutely free. We want to inspire and invite our previously underserved community to participate and enjoy the magic of theatre without worrying about the cost.
Program Success Monitored By  We will monitor our success through audience surveys and pre-and-post show discussions, in order to remain in touch and responsive to our audience and community. 
Examples of Program Success  Last year in our inaugural season, our new diverse programming and lower ticket prices expanded our audience demographic from primarily upper-middle class Caucasian to a diverse population more representative of the dozens of different races and ethnicities who call Orange County “home”. Over 80% of our audience had never been to the theatre before. We want to continue on this path of success, with your help.

Education

The Advanced High School Workshop is a week-long intensive for high school drama students interested in advanced training, with a focus on Shakespeare.
The Young SOC Company is a two-week workshop for ages 9-15, which focuses on rehearsal and performance of an abridged version of one of Shakespeare's plays. The performances are free to the public, to introduce children and families to the joy of doing and watching Shakespeare.

 

Budget  $20,000.00
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Adolescents Only (13-19 years) Adolescents Only (13-19 years) Immigrant, Newcomers, Refugees
Program Short-Term Success 

Central Orange County is an area that has been underserved by the arts, in contrast to South Orange County, which boasts South Coast Rep and Laguna Playhouse among others. Our High School Intensive Program will  introduce children and their families in this underserved area to the theatre. Our program invites local families to participate with SOC, which helps us develop an audience more diverse culturally, as well as reaching younger audiences.

Program Long-Term Success 

Our goal is to develop cooperation and support for the theatre and its programs by the local community of central OC. We want the youngest of the participants continue to grow in the program, and the older teens we nurture to join our company.

Program Success Monitored By 

We monitor the progress of interns and children via counselor feedback and parental contact. Our success can also be measured by public newspaper and media outlet reviews. Lastly we monitor ticket sales and audience growth throughout the season.

Examples of Program Success  Last year, over 50 children and their family members were introduced to SOC through our High School Program. Additionally, our partnership with Orange County School of the Arts (OCSA), Relampago del Cielo, and VAALA led to meaningful performances of culturally diverse music, dance and theater.   Please see our video testimonials in "Multi-media"

Outreach

 

  • PAY WHAT YOU CAN THURSDAYS: All Thursday night performances are Pay-What-You-Can.
  • "7 at 7" FRIDAYS: Local audiences can buy $7 tickets at 7pm.
  • Foreign Language Speakers: On specific nights, multi-lingual speakers relevant to the target audience present a pre-show introduction and discussion of the production, alongside some members of our artistic staff.

 

Budget  $10,000.00
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Families Immigrant, Newcomers, Refugees Other Economic Level
Program Short-Term Success 
Our outreach program encourages locals, newcomers, families and all the diversity of the neighborhood to visit, expanding and developing our audience. Last year, over 80% of our audience was completely new to the theatre. Our audience demographic changed from primarily upper-middle class Caucasian to a diverse population more representative of the dozens of different races and ethnicities who call Orange County “home”.
We want to continue to grow in this way.
Program Long-Term Success 

Through this outreach and development, we seek to attract corporate sponsorship and private donors, in order to continue providing an affordable cultural experience for everyone.

Program Success Monitored By  We monitor our success through audience surveys and pre-and-post show discussions, as well as through feedback from multi-lingual media outlets that serve the region.
Examples of Program Success  Last year, SOC reached out to various groups in the Garden Grove community to improve its linkage to the diverse and dynamic local population. Notably, SOC aligned with the Vietnamese American Arts and Letters Association (VAALA) as co-sponsor of two productions. SOC presented a special performance fundraiser for VAALA netting the organization over $2,400 to encourage and continue this alliance. SOC also presented two Korean cultural events including pre-theater bi-lingual lectures, bringing in over 200 Korean patrons new to the theatre. Other groups such as the HITIA O TE RA Polynesian Dance Group, The Boys And Girls Clubs, and SIGG supported SOC productions.

Management


CEO/Executive Director John Walcutt
CEO Term Start Jan 2014
CEO Email [email protected]
CEO Experience
  • 35 Years in professional theatre, film, and television
  • SAG member since 1978
  • AEA member since 1982
  • Award-wining Director, Screenwriter and Producer
  • SAG award, Golden Ace award, and Indie Fest Award
  • Professor of Film CSUF and Miracosta College
  • Director of the Acting Conservatory at Orange County School of The Arts
  • Trained at Royal Academy of Dramatic Arts, London
  • MFA Professional Actor Training Program, USC
  • Bachelor of Arts, CSULA

Former CEOs and Terms

Name Start End
Thomas Bradac 1980 2013

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
BEST THEATER SEASON IN SOCAL OC Weekly 2014
JOHN WALCUTT - MOST INFLUENTIAL GAMECHANGERS IN THE ARTS OC Register 2014

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

In 2014, SOC collaborated with award-winning Polynesian Dance Troupe Hitia O Te Ra and the Vietnamese Arts and Letters Association (VAALA) in our production of Midsummer Night's Dream, incorporating Polynesian setting and dance company members into the production.
 
Our 2015 season production of Romeo and Juliet is a co-production with Mexican Folklorico dance troupe Relampago del Cielo, VAALA, and Orange County High School for the Arts.
 
We partnered with The Boys and Girls Clubs to bring disadvantaged children and their families to the theater. 
 
In 2016, SOC's production of Hamlet featured the Vietcam Performing Arts company. Additionally, the summer education program for youth ages 9-13 was a co-production with Theater Seoul, an international performing arts company based in Korea, which culminated in two free public performances of a one-hour adaptation of A Midsummer Night's Dream.
We will continue to foster collaboration with the many multi-cultural organizations in our community, deepening our ties to the diverse populations of Orange County.

Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 0
Number of Volunteers 15
Number of Contract Staff 1
Staff Retention Rate % 1%
Staff Professional Development Yes

Staff Demographics

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

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan Under Development
Organization Policies And Procedures Under Development
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 Yes Semi-Annually
Senior Management Formal Evaluation and Frequency Yes Semi-Annually
Non Management Formal Evaluation and Frequency Yes Semi-Annually

Government Licenses

--

CEO Comments

We are looking for donors and corporate sponsors that would like to help us reach into a community which is vastly under served, and desperate for the arts. We are fortunate that our building is a gift from the City Of Garden Grove. Additionally, we are not a company of huge overhead or obligation. We have run our theatre in a fiscally responsible way for more than 20 years, without major donor or corporate help. Now, we're asking for that help in order to reach out and make a greater contribution to the community. We want to develop our audience, staff, children's program, and acting company to keep the theatre flourishing all summer. Your support goes directly to the audience experience, whether it's to underwrite discount tickets to build a tradition of arts support and going to the theatre, or to begin a children's program in an area where there none are available.

This theatre makes a difference. Much of our audience last year came to a theatre for the first time. We want to continue building our audience, engaging new theatregoers through our programming, outreach, and affordability. My goal eventually is to make it a free summer theatre. With only a $250,000 annual underwriter, I could do that. Our ensemble is built of the best drama students from local schools including CSUF, UCI, Chapman, CSULB, Fullerton College, and OC School of the Arts, working with accomplished professional actors. We are on the ground floor, but we will continue to rise, with your help. Join us, please. Thank you.

Foundation Comments

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Governance


Board Chair John Walcutt
Board Chair Company Affiliation --
Board Chair Term Oct 2013 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. James Berrier Garden Grove USD Voting
Bo Foxworth Community Volunteer Voting
Eugene Godwin Esq Community Volunteer Voting
Tess Lina Community Volunteer --
Dianne Manaster Community Vlunteer Voting
Elyse Mirto Community Volunteer Voting
Duck Soon Walcutt Community Volunteer --
John Walcutt Producing Artistic Director, SOC Voting
Kim Waltz Community Volunteer --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 2
Caucasian: 7
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 4
Male: 5
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % 85%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

This, our first Board under the new banner, is made up of energized and motivated artists and passionate members of the business community. Our goal is to develop more Board Members from the Garden Grove and OC Business Community.

Foundation Comments

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Standing Committees

  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Revenue $185,000.00
Projected Expenses $163,500.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990 EZ

2014 Form 990 EZ

2013 Form 990 EZ

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $223,701 $236,483 $187,789
Total Expenses $236,588 $231,489 $197,937

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$59,697 $72,475 $98,719
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $164,004 $164,008 $89,070
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $200,710 $172,346 --
Administration Expense $22,597 $40,614 --
Fundraising Expense $13,281 $18,529 --
Payments to Affiliates -- -- $197,937
Total Revenue/Total Expenses 0.95 1.02 0.95
Program Expense/Total Expenses 85% 74% 0%
Fundraising Expense/Contributed Revenue 22% 26% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $52 $13,139 $5,831
Current Assets $52 $13,139 --
Long-Term Liabilities -- -- --
Current Liabilities -- -- $150
Total Net Assets $52 $13,139 $5,681

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities inf inf 0.00

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $0.00
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

There was a $15,680 profit in 2013. As detailed in the IRS Schedule N of 2013's 990, it was left to the incoming management of the theater under their new (and current) EIN (see 2014 990, line 19), as part of the liquidation of the previous management's 501(c)(3) entity. Please see 2013 990 EZ above for further information.

Foundation Comments

Shakespeare Orange County reincorporated under a new 501c3 in the fall of 2013 as SOC Open Air Theater Inc.  Summary financial data for 2012 and 2013 is per the Form 990s for Shakespeare Orange County and consultation with the organization.

Documents


Other Documents

No Other Documents currently available.