Lemon Bay Playhouse Inc

Transcription

1 Lemon Bay Playhouse Inc SUMMARY Mission It is the mission of Lemon Bay Playhouse to enrich Englewood and surrounding communities through theatrical productions, volunteer opportunities, education and training in the performing arts, and to provide a venue for other cultural activities. Contact Information Primary Address 96 W Dearborn St Englewood, FL Alternate Address 96 W. Dearborn St. Englewood FL Phone Alternate Phone info@lemonbayplayhouse.com Website Facebook lemonbayplayhouse Twitter LBPlayhouse General Information nprofit Tax Exempt Status Lemon Bay Playhouse Inc Public Supported Charity Incorporation Year 1987 State Charitable Solicitations Permit May 2018 State Registration 0 1

2 BACKGROUND & NEEDS Impact Statement The Lemon Bay Playhouse will become the recognized community destination for arts activities serving as a learning space to harness local talent and extend community cultural awareness through the performing arts. In the last few years, community awareness and appreciation for Lemon Bay Playhouse has increased markedly. The demand for our performances has increased to the point where our plays presented in season, even with additional performances, sell out. In the past, many people were being turned away at the box office because of lack of seating capacity. In response, we added an extra week of five performances to our January through April schedule. And now, with the added people moving into the area, we find that we are having to turn away people again. The four Showcase performers, that are scheduled on the weekends between our plays during the season, bring Lemon Bay Playhouse to the attention of many more people, adding further demand for our tickets. Needs Statement It has become eveident that we need to grow. To that end we are looking to move to larger quarters. We are presently negotiating to purchase a larger building in the same area. We are undertaking a capital campaign to help pay for the building and its renovations.we would welcome any donation to the theater in general for upkeep of the facility and improvements to the building. Donations designated for youth programs/sponsorships are also welcome. Background Statement Lemon Bay Playhouse, The Englewood Community Theatre, Inc., was formed by a few local amateur actors and incorporated in April The group took over a rented store-front space in July of that year and acquired a non-profit 501 (C) 3 organization status. In August a two-performance talent night was held to raise funds needed to convert the space to a theater. The first full production, "Play On", opened September 24, The first few years were a struggle to find directors, actors, sets and props, even audiences, to support the productions. Traditional opening night galas were started in December 1989 and this got each future production off to a good start. Beginning with the fall, 1991 season, arrangements for group sales and whole theater rental were made and for the first time season ticket holders were given the opportunity to reserve their seats. Since then all seats are reserved. In the 1991 season there were 23 season tickets sold. w there are almost 900. A mailing list was begun in late 1989 and as telephone callers reserved seats we added their names, addresses and phone numbers to the list. In addition to local publicity and mailings we began telephoning those on the list to advise of a new play opening. By 1992 we were filling most seats and were able to open a savings account. The program book, supported by advertising sales, was begun with the fall of This book has continued to show a profit and has made many new community friends for the theater. The floods of the summer of 1995 convinced the Board of the desperate need for more adequate space. The building at 96 West Dearborn was available and in a great leap of optimism the Board negotiated with the owner to carry our mortgage and we closed on the sale in late September, An "open house" for the community in early October was well attended. Volunteers were signed up on the spot and many are now the back-bone of our large group of faithful volunteers. Thanks to careful financial management, profitable shows, generous donations, and welcome grants the theater has not only made great improvements in the physical plant, making it more comfortable for actors and audiences, but has also managed to pay off the mortgage in less than 6 years.however, the need for more space for costume storage, offices, and needed rehearasl space, led us to purchase the adjacent building at 80 W. Dearborn St. That mortgage was paid off in 2 years thanks to the generosity of our patrons and donors. Lemon Bay Playhouse has matured to a successful community theater because of the supportive community and the tireless volunteers. Statement from the Board Chair Lemon Bay Playhouse is and has been an active, vital part of the Englewood community for 32 yrs. We have 2

3 brought live theater to the community where none existed before. We strive to present some of the best plays available using local talent while maintaining a reasonable price making our entertainment available to the whole community. As with most community theaters, funding is a vital need for us. The Board of Lemon Bay Playhouse has been working on the needs of our organization. Our Strategic Plan, which was passed in 2013 and can be found on our web site, lays out our proposed plans for the 7 years ending in Many of the goals set forth have already been achieved. We feel that adherence to our mission statement is critical to our growth and well being. Increasing opportunities for the community at large to participate is essential to fulfilling our mission statement. The organization has been able to sustain itself with the proceeds of our high quality productions, but we feel the need to expand our outreach programs to include a more diverse spectrum of the community. We utilize a unique outreach program of our Readers Theater to bring live entertainment, at no charge, to groups and organizations throughout the area including nursing homes and shut-ins. In addition, we hold both adult and children's acting classes that are open to the community at large. We purchased the adjoining building to provide space for pre-performance activities. This enabled us to add a seventh production to our season and provide stage time for local children s groups to use our theater for their recitals. It also makes it possible to bring in musical groups on dark weekends, at reasonable prices, for the entertainment of our community. We are seeking sustaining patrons of all levels who share our vision for the future of our community. Statement from the CEO/Executive Director Areas Served FL- Sarasota FL- Charlotte Southern Sarasota County, FL - rthern Charlotte County, FL Englewood, FL Service Categories Primary Organization Type Secondary Organization Type Arts,Culture & Humanities Education 3

4 PROGRAMS Live Theater Description Currently, we do 7 full productions each year. Budget $75, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Performing Arts Adults Aging, Elderly, Senior Citizens Improved production quality yet kept ticket prices low for the community. Will bring first class and high quality live theater to the Englewood Community. Attendance to performances has increased over the past few years. Interviews with patrons shows wide acceptance. The attendance during the season (Jan through April) shows a 99% attendance rate. This season, the first 2 shows, which are off season, have had a collective 96% attendance. Reders Theater Outreach Description We bring live performance theater to the community with troops of actors who go to any organization, nursing home, or community center. This is done free of charge. Budget $1, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Performing Arts Adults Aging, Elderly, Senior Citizens An appreciation of our playhouse by the community. A wide acceptance of Lemon Bay Playhouse as a community asset. Board of Trustees The number of requests for appearances has gradually increased over the past few years. Last season, Sept. to July, we did 45 performances by request in the community. 4

5 Adult and Children's Theater Classes Description Basic and intermediate acting classes as well as a Shakespeare workshop for adults. A summer children's theater workshop. Budget $5, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Arts, Culture & Humanities, General/Other Performing Arts Adults Children Only (5-14 years) Provide an entertaining and educational experience in theater presentation and production to Englewood. Bring a wider appreciation of the skills in acting and theater production to the community and expand our talent pool. Enrollment in the classes. Since we are just now resuming our classes after a short hiatus due to lack of instructors, we have no hard data at present. In the past, we have had satisfactory enrollment and have increased our talent pool considerably to the delight of our local community. Comments Program Comments by Organization We are a small community theater that supports ourselves by our ticket sales and donations of our members and friends. We continue to endeavored to keep our services to the community affordable and have not raised prices in several years. We have accomplished this through the generosity of our many volunteers, from our board of trustees to the actors on the stage and the people serving punch in the lobby. However, because of the growth of our community, we realize that we must grow. To that end, we are negotiating to purchase a larger building in the same area. We are starting a capital campaign to help pay for the new facility. We wish to maintain our pricing so as to remain available to the largest possible number of people in our community. To that end, we have undertaken donation appeals and will be holding some fundraising events during the season. However, this being a not so affluent community, these we expect will have only moderate success. Therefore, we are seeking grants to aid us in making the needed improvements so that we can continue to bring the first class entertainment to our community and the outreach programs that are so popular as well as continue with the education in theater to our friends and their children. 5

6 MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Executive Director Senior Staff Ric Goodwin Artistic/Production Manager Debra Poling Business Manager Staff & Volunteer Statistics Full Time Staff 0 Part Time Staff 2 Staff Retention Rate % Professional Development N/A Contractors 0 Volunteers 125 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A N/A Collaborations The Englewood Community Redevelopment Agency to help our community with growth and plans for the future.elsie Quirk Library to provide a venue for children's programs.the TerraNichol Academy to provide a venue for their annual stage presentation as well as scholarships for deserving children.lemon Bay High School help with set design and adult actors when needed. Also provide scholarships to deserving seniors who are going to pursue career in the performing arts.venice High School help with set design and decor. 6

7 GOVERNANCE Board Chair Board Chair Mr. Robert La Salle Company Affiliation Affiliation Board Term Mar 2017 to Mar 2020 Board Chair Board Co-Chair Board Co-Chair Mr. JIm Manns Company Affiliation Affiliation Board Term Mar 2017 to Mar 2020 Board Co-Chair Board Members Name Affiliation Status Ralph Barnes Affiliation Voting Ron Bupp Affiliation Voting Robert La Salle Affiliation Voting Jim Manns Community Volunteer Voting Nicolette Mason Affiliation Voting Jim Sciarello Affiliation Voting Patty Tuff Affiliation Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 7 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 5 Female 2 t Specified 0 Governance Board Term Lengths 3 7

8 Board Term Limits 2 Board Orientation Number of Full Board Meetings Annually 11 Board Meeting Attendance % 92 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 0 Constituency Includes Client Representation Standing Committees Board Development / Board Orientation Building Finance Production 8

9 FINANCIALS Current Financial Info Tax Year Begins 2019 Tax Year Ends 2020 Projected Revenue $260, Projected Expenses $243, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $39, Spending Policy N/A Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Purpose We purchased the property next door to our theater and have started a capital campaign to pay off the mortgage by the end of Campaign Goal Dates June 2013 to Dec 2016 Raised To Date as of Jan 2016 Anticipate Campaign Within Next 5 Years? IRS Form 990s Form 990 Form 990 Form 990 IRS 990 Form Form Form Form Form 990 Audit/Financial Documents Audit for 2016 Financial Documents Audit for

10 Audit for 2014 Audit for 2013 Audit for 2012 Solvency Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 7% Historical Financial Review Revenue and Expenses Total Revenue $269,602 $211,661 $247,780 Total Expenses $189,036 $178,183 $185,585 Revenue Sources Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $48,908 $43,887 $50,587 Indirect Public Support $0 $0 $0 Earned Revenue $178,023 $192,501 $168,311 Investment Income, Net of Losses $41,911 ($26,227) $19,506 Membership Dues $500 $1,410 $1,341 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $260 $90 $8,035 Expense Allocation Program Expense $153,866 $154,535 $165,293 Administration Expense $35,170 $23,648 $20,292 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 81% 87% 89% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities 10

11 Total Assets $1,040,304 $949,315 $1,002,241 Current Assets $572,192 $509,823 $262,340 Long-Term Liabilities $0 $0 $73,008 Current Liabilities $48,981 $38,570 $46,865 Total Net Assets $991,323 $910,745 $882,368 Top Funding Sources Top Funding Source & Dollar Amount Theatrical Productions $173,688 Theatrical Productions $187,301 Theatrical Productions $168,311 Second Highest Funding Source & Dollar Contributions, gifts, Contributions, gifts, Contributions, gifts, Amount grants $48,908 grants $43,887 grants $50,587 Third Highest Funding Source & Dollar Amount Investment Income $41,911 Theater Classes $5,200 Investment Income $19,506 Comments Financial Comments by Organization We have experienced a definite upturn in our ticket sales this season. Season ticket sales remained steady, but single ticket sales have soared through the first half of our season, especially in that period before the normal influx of snowbirds. Financial Comments by Foundation Financial information taken from IRS Form 990. Individual contributions include foundation and corporate support. 11

12 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Affiliations Affiliation Year Englewood-Cape Haze Area Chamber of Commerce 2017 Charlotte County Chamber of Commerce 2017 American Association of Community Theatre 2017 Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created Copyright