Heritage Philharmonic
PO Box 2276
Lee's Summit MO 64063
Heritage Philharmonic in concert
Mission Statement
The mission of the Heritage Philharmonic is to provide the Jackson County community with excellent, affordable and convenient orchestral music programs by using both professional and volunteer musicians. We celebrate life-long musical skills development for all levels of players.
Leadership
CEO/Executive Director
Board Chair Mr. Randy Williams
Board Chair Company Affiliation Kansas City Art Institute
History and Background
Year of Incorporation 1985
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement The mission of the Heritage Philharmonic is to provide the Jackson County community with excellent, affordable and convenient orchestral music programs by using both professional and volunteer musicians. We celebrate life-long musical skills development for all levels of players.
Background Statement

Before adopting the name Heritage Philharmonic, the orchestra was known as the Independence Symphony Orchestra. The organization was founded in 1944 when Franklyn Weddle, Music Director of the RLDS Church, recruited a small orchestra to accompany the 29th annual production of Handel's Messiah. Twenty-eight musicians signed on and the Independence Symphony Orchestra was born. Harold Neal served as the Orchestra's second conductor and music director, and he led the Orchestra for many years until he retired in 1982. 

The years since have proven to be robust as the Orchestra's concert schedule grew and additional initiatives were undertaken. Jack Ergo served as conductor and music director for 25 seasons, and he has served as Conductor Laureate since 2005. James Murray joined the Heritage Philharmonic and currently holds the position of Conductor and Music Director. During the 2006-2007 season, the Independence Symphony Orchestra was rebranded as the Heritage Philharmonic. Through research, it was determined that the Orchestra outreach of musicians and audience had grown and that there was a desire that all of Jackson County take pride in this organization.

Each year, the Heritage Philharmonic presents four concerts with venues in Jackson County, which includes orchestral repertoire designed to de-mystify symphonic music. Programming regularly includes two concerts that include musical works to challenge both the performer and audience, a holiday favorites concert, and a concert that includes solo concerto works featuring the winners of the Young Artists Competition. 

For more than 20 years, the Heritage Philharmonic has administered the Young Artists Competition, awarding scholarships and providing performance opportunities with the Philharmonic to area students. Winners of the talent competition, typically held in January or February each year, are featured as soloists in the final concert of the season with the Philharmonic.
 
The Heritage Philharmonic performers include more than 60 professional, student and volunteer musicians. Starting in the 2011-2012 season, there has been no admission charge for our concerts. The change to free admission was made to continue audience development and community participation especially in light of difficult economic times. We also look for opportunities to collaborate with other musical groups. 

 

Impact Statement
Heritage Philharmonic's top accomplishments in the 2015-2016 season:
  1. Celebrated our 71st anniversary season.
  2. Provided an opportunity for members of the community young and old to perform in an orchestral ensemble. Talented musicians whose avocation is the performance of orchestral music volunteer their time and talents for the cultural enrichment of the community.
  3. Created live musical performances across a variety of musical styles and periods for the education and enjoyment of the public in venues across Jackson County at no cost to attendees.
  4. Partnered with the nonprofit organization, Band of Angels, to collect used musical instrument donations at our annual holiday concert. The donated instruments go to area kids in need to participate in band or orchestra programs. 
  5. Along with Kansas City Music Teachers Association sponsored the Annual Young Artists Competition to promote excellence in musical performance by young artists under 18 years of age.
 
Goals for the 2016-2017 season include:
  1. Improving sponsorship in order to continue offering the greater Jackson County area free concerts.
  2. Partner with professional Kansas City musicians to feature as special guest soloists for at least one concert. 
  3. Continue to grow the Endowment Fund to reach goal of $75,000 by the orchestra's 75th season. 
Needs Statement The Heritage Philharmonics's top needs are annual programming sponsorship, operational funding, audience and patron growth, board development, strategic planning, and growth of the Endowment Fund.
Service Categories
Symphony Orchestras
Elementary & Secondary Schools
Areas of Service
MO
MO - Jackson County
MO - Eastern Jackson Co
MO - Jackson County Urban Core
CEO/Executive Director/Board Chair Statement The board of the Heritage Philharmonic is excited and committed to the organization and its future. The Board has a strong desire to continue our current programming and outreach to the communities in Jackson County. The Board over the last several years has taken on some strategic planning for both the immediate seasons and looking into the future. Some of these efforts included the undertaking of increased fundraising for annual programming. As part of the need to increase fundraising, additional grant initiatives have been completed during the past few season. The Board also recognized the need for succession planning several years ago related to the Music Director Jack Ergo, and hired an assistant conductor, Jim Murray in 2005. Jim now holds the position of Music Director and Conductor and continues to program orchestral works that challenges both players and the audience. As the Board looks to grow in programs, it understands that it needs to work on its strategic planning and board development. It is seeking opportunities through grants and other nonprofit classes to better prepare current and future board members with the necessary tools. The Board is seeking to increase the participation from the community, i.e. corporations, business and other major Patrons. The orchestra has seen in the past few years a trend related to many of their long-time patrons are no longer able to attend or support the orchestra. The Board not only wants to increase the audience at concerts but the sponsorships of both individuals and businesses as it continues to present quality music programs. Another area the Board would like to increase would be the endowment fund, and the Board is looking at options to have some type of fundraising activities specifically directed to funding the future.
Programs
Description Four concerts presented annually at venues in Jackson County with orchestral repertoire that is designed to demystify symphonic music. Programming regularly includes two concerts that include music works that challenge both the performer and audience, a holiday favorites concert, and a concert that includes solo concerto works featuring the winners of the Young Artists Competition.
Category Arts, Culture & Humanities, General/Other Performing Arts
Population Served General/Unspecified, ,
Short-Term Success Short term successes include new opportunities to participate with other non-profit or educations groups in performing with student choirs, audience and sponsorship growth, new youth audience for the Young Artist competition.
Long-Term Success To improve the quality of life and educations opportunities for both the adults, youth and children that attend and/or play/perform with the organization.
Program Success Monitored By Tracking of sponsorship list, audience and patron mailing lists numbers, responses to Young Artist competition.
Examples of Program Success Over the last season, the organization partnered with the Delta Woods Middle School in Blue Springs and their Honor Choir performs at Christmas. This is an additional school district over and beyond our traditional Concert held with the Independence School District, so our outreach to other communities including school districts in the Eastern Jackson County area is increasing.
Description Competition is held to recognize excellence in performance and to encourage continuing education in music performance. Scholarships are awarded to winners.
Category Arts, Culture & Humanities, General/Other Music
Population Served K-12 (5-19 years), ,
Short-Term Success The quality and number of students that participate in the auditions each year.
Long-Term Success The long term success would be in number of youth that are able to continue music education.
Program Success Monitored By Track and capture the number of students that audition in the program each year based on category.
Examples of Program Success The number of entries is consistent and the quality and caliber of youth musicians has been excellent.
CEO Comments From its inception, the Heritage Philharmonic has served the community and its talented individuals; musicians whose avocation is orchestral performance of great repertoire. In addition, the Philharmonic is a resource for music education and an inspiration for the community at large. The orchestra has over a 70 year history, performing an annual season of concerts in local venues at no cost. With a repertoire that is wide and varied, the Philharmonic exposes audiences to both classical and contemporary works. For community and church-based orchestras throughout the city, the Philharmonic has also been a good neighbor and ongoing resource. Throughout the year, the Philharmonic loans works from its substantial music library to support the performance of other groups. This practice is undertaken both in advocacy for the arts within our community and as responsible stewardship of the Philharmonic's resources - donations from the community enabled the building of the library.
Executive Director/CEO
Experience


Co-CEO/Executive Director
Term Start
Compensation Last Year
Staff
Paid Full-Time Staff 0
Paid Part-Time Staff 6
Volunteers 100
Paid Contractors 0
Retention Rate 100%
Formal Evaluations
CEO Formal Evaluation No
CEO/Executive Formal Evaluation Frequency N/A
Senior Management Formal Evaluation No
Senior Management Formal Evaluation Frequency N/A
Non-Management Formal Evaluation No
Non-Management Formal Evaluation Frequency N/A
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Under Development
Management Succession Plan Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy No
Whistleblower Policy No
Document Destruction Policy No
Awards
Award/RecognitionOrganizationYear
ProclamationCity of Independence2005
Government Licenses
Is your organization licensed by the government? No
CEO Comments The orchestra continues to grow and move in a new direction related to their outreach throughout Jackson County. Being able to perform at multiple venues each season, as well as to partner with area schools and professional musicians, allows for the Philharmonic to reach a diverse audience. We are challenged with audience retention and growing our donor base, and our goal is to have all board members actively participate in helping to reach new audiences and fundraising efforts. 
Board Chair
Board Chair Mr. Randy Williams
Company Affiliation Kansas City Art Institute
Term May 2016 to May 2019
Email rwilliams@kcai.edu
Board Members
NameAffiliation
Mr. Scott Burgess Director, Human Resources, Compass Minerals
Mr. Bryan Busby KMBC-TV
Ms. Sarah Dresser Cultural Affairs Specialist, City of Columbia, MO
Mrs. Susan Escher Consultant
Ms. Megan Hanna Private music educator
Dr. Patricia Hatley Retired School Administrator
Mr. Richard Henks Henks Financial Group
Mr. James Murray Metropolitan Community Colleges
Mr. Randy Williams Kansas City Art Institute
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 8
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 5
Female 4
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 0
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Under Development
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 8
Standing Committees
Board Development / Board Orientation
By-laws
Communications / Promotion / Publicity / Public Relations
Community Outreach / Community Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Education
Endowment
Finance
Program / Program Planning
Scholarship
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
CEO Comments The orchestra continues to grow and move in a new direction related to their outreach throughout Jackson County. Being able to perform at multiple venues each season, as well as to partner with area schools and professional musicians, allows for the Philharmonic to reach a diverse audience. We are challenged with audience retention and growing our donor base, and our goal is to have all board members actively participate in helping to reach new audiences and fundraising efforts. 
Financials
Fiscal Year Start June 01, 2016
Fiscal Year End May 31, 2017
Projected Revenue $27,125
Projected Expenses $28,099
Endowment Value $35,991
Spending Policy Percentage
Percentage 5
Foundation Comments
  • FYE 5/31/2016, 2015, 2014: Financial data reported using internal financial documents from the organization.  
  • Foundation/corporate revenue line items may include contributions from individuals.

 

Detailed Financials
 
Expense Allocation
Fiscal Year201620152014
Program Expense$23,748$18,843$17,201
Administration Expense$9,442$7,658$7,850
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.891.171.09
Program Expense/Total Expenses72%71%69%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$65,258$65,693$61,192
Current Assets$65,258$65,693$61,192
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$65,258$65,693$61,192
Short-Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities------
Long-Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar Amount -- -- --
Second Highest Funding Source & Dollar Amount -- -- --
Third Highest Funding Source & Dollar Amount -- -- --
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years No
Organization Comments Work is now being done to increase the visibility of the orchestra. This is being done through fundraising, marketing and advertising. At the present time, the organization recognizes that it has to increase its patrons and sponsorship to sustain its current programs.  There is an opportunity to diversify funding sources, through grants, finding new sponsors, and increasing annual membership. We also have an opportunity to introduce new audiences to the Heritage Philharmonic programming in the 2016-2017 season.
Organization Name Heritage Philharmonic
Address PO Box 2276
Lee's Summit, MO 64063
Primary Phone (816) 373-6752
Board Chair Mr. Randy Williams
Board Chair Company Affiliation Kansas City Art Institute
Year of Incorporation 1985