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Arts, Culture, Humanities : Performing Arts

Sarasota Orchestra

Come as you are. Leave different.

four stars

93.57

709 North Tamiami Trail Sarasota, FL 34236
tel: (941) 953-3434   Web Site
EIN: 59-2603081

Board Leadership
Anne Folsom Smith
Board Chair

CEO
Joseph McKenna
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 93.57 four stars
  Financial 91.84 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 07/01/2017 and includes data from FY2016, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

91.84

Accountability & Transparency

four stars

96.00

This rating was published 07/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
82.7%
  Administrative Expenses 10.0%
  Fundraising Expenses 7.2%
  Fundraising Efficiency $0.13
  Working Capital Ratio (years) 0.58
  Program Expenses Growth 7.8%
  Liabilities to Assets 24.8%
All data for Financial Performance Metrics calculations was provided by Sarasota Orchestra on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Sarasota Orchestra on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Sarasota Orchestra (FL) 93.57 four stars
Fort Wayne Philharmonic Orchestra (IN) 91.19 four stars
Louisville Orchestra (KY) 85.42 three stars
Kansas City Symphony (MO) 93.01 four stars
Detroit Symphony Orchestra (MI) 89.37 three stars

Compare These Charities (Highly Rated)

For more than 60 years, the Sarasota Orchestra has been entertaining music lovers from around the region, and visitors from around the world. Formerly the Florida West Coast Symphony, the 80-member Orchestra performs more than 100 classical, pops and family concerts each year, and thrives as the oldest continuing orchestra in the state of Florida. An arts leader in the community, the Orchestra has a dual mission, dedicated to exquisite performance and first-class musical education. The Sarasota Orchestra's acclaimed music education program includes the 50-year-old Youth Orchestra, which features five ensembles. The Sarasota Orchestra also offers music lessons for students of all ages and abilities, sponsors multiple community-outreach programs and is the parent program of the Sarasota Music Festival.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,726,606
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $72,644
   Related Organizations $1,182,746
   Government Grants $566,621
Total Contributions $4,548,617
   Program Service Revenue $3,543,672
Total Primary Revenue $8,092,289
   Other Revenue $585,977
TOTAL REVENUE $8,678,266
   
EXPENSES  
   Program Expenses $7,506,464
   Administrative Expenses $842,806
   Fundraising Expenses $661,487
TOTAL FUNCTIONAL EXPENSES $9,010,757
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-332,491
   
Net Assets $6,795,659

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Concert Season $6,113,790 81.4%
Youth Orchestras $715,341 9.5%
Music Festival $677,333 9.0%

Ratings History
Sarasota Orchestra has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-07 07/01/2017 93.57 four stars
2015-07 06/01/2016 93.57 four stars
 
CN 2.0
2014-07 09/01/2015 91.53 four stars
2013-07 06/01/2014 90.82 four stars
2012-07 05/01/2013 86.55 three stars
2011-07 07/01/2012 84.96 three stars
2010-07 09/20/2011 91.10 four stars
 
CN 1.0
2009-07 09/01/2010 89.42 three stars
2008-07 07/01/2009 86.52 three stars
2006-07 11/01/2007 77.05 two stars
2005-07 11/01/2006 81.05 three stars
2004-07 07/01/2005 86.13 three stars
2003-07 09/01/2004 85.28 three stars
2002-07 10/01/2003 82.62 three stars
2001-07 06/09/2003 82.33 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 59-2603081
Name in IRS Master File SARASOTA ORCHESTRA
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (40) Scholarships (other)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1986
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End July
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • July, 2016
  • July, 2015
  • July, 2014
  • July, 2013
  • July, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$172,737 1.91% Joseph Mckenna President, CEO

For more than 60 years, the Sarasota Orchestra has been entertaining music lovers from around the region, and visitors from around the world. Formerly the Florida West Coast Symphony, the 80-member Orchestra performs more than 100 classical, pops and family concerts each year, and thrives as the oldest continuing orchestra in the state of Florida. An arts leader in the community, the Orchestra has a dual mission, dedicated to exquisite performance and first-class musical education. The Sarasota Orchestra's acclaimed music education program includes the 50-year-old Youth Orchestra, which features five ensembles. The Sarasota Orchestra also offers music lessons for students of all ages and abilities, sponsors multiple community-outreach programs and is the parent program of the Sarasota Music Festival.

Highly Rated

Charity Name & State Overall Score Overall Rating
Sarasota Orchestra (FL) 93.57 four stars
Sunvalley Summer Symphony (ID) 85.00 three stars
Detroit Symphony Orchestra (MI) 89.37 three stars
Rochester Philharmonic Orchestra (NY) 85.11 three stars
Boston Philharmonic Orchestra (MA) 85.55 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Sarasota Orchestra
709 North Tamiami Trail
Sarasota, FL 34236
tel: (941) 953-3434
fax: (941) 953-3059
EIN: 59-2603081

Visit Web Site

Board Leadership

Anne Folsom Smith
Board Chair

CEO

Joseph McKenna
President and CEO

[ X ]

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