Kansas City Symphony

Kansas City Symphony General Information Contact Information Nonprofit Address Kansas City Symphony 1703 Wyandotte Street Suite 200 Kansas City, MO 64108 1212 Phone (816) 471-1100 Fax 816 471-0976 Website www.kcsymphony.org Facebook facebook.com/kcsymphony Twitter twitter.com/kcsymphony Email ewilliams@kcsymphony.org At A Glance How to donate, support, and volunteer We appreciate your assistance! Mailed contributions are welcome at 1703 Wyandotte St, Suite 200, Kansas City MO 64108. You may make a contribution by phone by calling Catherine O'Sullivan at 816-218-2637. For online contributions, go to http://tickets.kcsymphony.org/dev/contribute.aspx For volunteer opportunities, please contact Manager of Volunteer Engagement Karen Hardcastle at 816-218- 2616 or khardcastle@kcsymphony.org Questions about the Symphony's varied programs that serve people throughout the region? Please contact Grants Manager Eric Williams at 816-218-2615 or ewilliams@kcsymphony.org Planned giving, endowment, or naming opportunities? Please contact 1

2 Tim Dodge, Major and Planned Gift Manager, at 816-218-2627 or tdodge@kcsymphony.org Your support is essential -- thank you!

Mission & Areas Served Statements Mission Statement The Kansas City Symphony's vision is to transform hearts, minds and communities through the power of symphonic music, accomplished by great performances for greater audiences. Background Statement The Kansas City Symphony was founded in 1982 by R. Crosby Kemper, Jr., just months after the dissolution of the Kansas City Philharmonic. With a mission to "advance and advocate the art of classical music for the enrichment of the community," Serving a metropolitan population of 2.1 million people, the Kansas City Symphony has grown steadily under the leadership of its artistic directors, Russell Patterson (1982-1986), William McGlaughlin (1986-1997), Anne Manson (1998-2003) and Michael Stern (2005-present). The orchestra's 80 full-time musicians are area residents and perform during a 42-week season. Every Symphony season includes a variety of subscription, educational, and community engagement concerts. The ensemble serves as the orchestra for the Lyric Opera of Kansas City, the Kansas City Ballet, and Symphony in the Flint Hills. The orchestra currently offers 42 performances of 14 different programs on the Classical Series. Additional offerings include a Pops Series, Family Series, Classics Uncorked Series, Film + Live Orchestra Series, holiday concerts, chamber music programs and numerous special concerts. The Symphony is governed by a 28-member board of directors and administered by a full-time staff of 35. The Symphony's four auxiliaries, with total membership around 700, raise more than $1 million annually, making it one of the most successful orchestra volunteer forces in the nation. From a budget of $1.5 million in its first season, the Symphony's annual operating budget has grown to nearly $19 million. Each year the Symphony reaches more than 60,000 area children and teachers through our education programs and many others through our regular concerts. The Symphony's education activities include specially programmed youth concerts for area elementary students and open rehearsals for middle school and high school students. Other activities include school residency presentations, free masterclasses with visiting guest artists, the musical instrument petting zoo, an annual Young Artist Competition and our Support School Music program which has raised more than $165,000 for 16 public school music programs in the metro area. We are also pleased to partner with other organizations in serving the community. Collaborative endeavors include programs with the UMKC Conservatory of Music and Dance, Youth Symphony of Kansas City, KCPT, and University Academy. Impact Statement The Kansas City Symphony strives to reach people of every age, income level, cultural background, and level of past exposure to orchestral music. Our seventh season in Helzberg Hall at the Kauffman Center for the Performing Arts was inspiring. Guest artists Yo-Yo Ma and Joyce DiDonato, among many others, gave memorable performances. We presented the world premiere of Chris Rogerson's "It Became Dark" as well as performances of Berlioz's mesmerizing "Symphonie fantastique." The season celebrated Leonard Bernstein's centennial with several concerts featuring his music. The 160-member Symphony Chorus sounded superb in performances with the Symphony, including Bernstein's "Chichester Psalms" and Brahms' "German Requiem." The Classics Uncorked, Film + Live Orchestra, and Happy Hour series all met with tremendous success, drawing large crowds of first-time concertgoers. Several special programs generated excitement, including Audra McDonald, Queen's Greatest Hits, and the Canadian Brass. In February, we continued the Harry Potter series with four performances of "Harry Potter and the Chamber of Secrets." Education and community engagement programs reached more than 60,000 children and teachers from 317 schools in 59 districts in 86 Missouri and Kansas communities. The Symphony's varied programs continued to have broad appeal; last season, audience members came from 48 states, the District of Columbia, and 11 countries. Overall ticket revenue posted a record and contributed revenue neared $8 million in annual fund support. Recent studies show that the Symphony has a $24 million impact on the region, supporting 534 FTE jobs and generating $1.9 million in state and local tax revenue. Our transformative mission requires excellence and dedication. We are committed to this journey as we serve our community and the region. 3

Needs Statement The Kansas City Symphony is committed to ensuring that the experience of live performance is accessible to people throughout our diverse community by keeping ticket prices affordable. Because ticket sales cover only a fraction of the cost of a Symphony performance, the bulk of the Symphony's program and operating costs are funded by the generous support of foundation, individual and corporate donors. Every contribution, no matter the size, is important to the financial well-being of the Symphony and our ability to serve the community. CEO/Executive Director/Board Chair Statement We are incredibly fortunate to have so many opportunities in our community to enjoy the arts. The Symphony is integral to the "arts ecology" in our region and is committed to its leadership role., we must continue to face the significant challenges of broadening donor support while building new audiences and bringing back previous audiences, but there are clear signs that our community values the Symphony and the standard of excellence it has come to represent. In the midst of ongoing economic difficulties for states and our national government, the Symphony and all arts organizations have an important role to maintain our cultural infrastructure. Whether through one-on-one conversations or taking the opportunity at group meetings to tell our story, we must focus on the viability of arts organizations for the long-term. We must expand the donor base for our great resident orchestra -- musicians who live here, pay taxes, teach our children and bring economic stimulus to our region. We must make difficult choices as we steward this important public trust, but our commitment to excellence and the people involved is unwavering. The generosity of individual and foundation donors has enabled the Symphony to sustain fiscal responsibility and balance. Naturally, it continues to be a priority for the Board of Directors to identify new donors and to seek continuing and increasing support from existing contributors. It is more important than ever that the Symphony diversify its economic base without compromising the tremendous strides in artistic development that have taken place in recent years. The Symphony's Board of Directors represents a broad cross-section of our community with each director committed to the challenges ahead. Through the support of many generous donors and the incredible leadership of Music Director Michael Stern, we have experienced great artistic growth of our orchestra. Our attendance is strong and performing in Helzberg Hall at the Kauffman Center for the Performing Arts is a dream come true. We are deeply grateful to all those who play a part in making the Kansas City Symphony flourish. Service Categories Symphony Orchestras Music Areas of Service Areas Served Areas MO KS MO - Jackson County MO - Clay County MO - Platte County KS - Wyandotte County KS - Johnson County MO - Eastern Jackson Co MO - Jackson County Urban Core KS - Wyandotte County Urban Core 4

While the majority of the Symphony's audience comes from a 150-mile radius around Greater Kansas City, an increasing number of people throughout the country are coming to Kansas City to hear the Symphony as well as enjoy other cultural offerings. In the 2016-2017 season, the Symphony had ticket buyers from 987 communities in 49 states, the District of Columbia, Puerto Rico, and eight foreign countries. 5

Programs Programs Concert Series Description Category The Symphony's Classical Series offers 42 performances of 14 different programs that combine timeless classics with pivotal modern works and groundbreaking contemporary pieces, mixing internationally-renowned soloists with rising stars. The four-concert Pops Series draws a diverse audience through programs offering a wide variety of musical styles and nationally-known guest performers. The Family Series consists of shorter concerts in a format that appeals to the young imagination. The free Happy Hour Series consists of several short programs designed to present an informal taste of chamber music. The Classics Uncorked Series offers orchestra concerts that explore repertoire in a casual atmosphere with the opportunity for relaxed social interaction. Our Film + Live Orchestra Series presents classic movies with the score performed live. Holiday programming includes Handel's "Messiah" and Christmas Festival. We also offer numerous special concerts each year featuring top artists. Arts, Culture & Humanities, General/Other Music Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By The Symphony's Music Director, Michael Stern, recognized as one of the most dynamic and talented conductors of his generation, is leading the Symphony to new levels of artistic excellence and is drawing many of the most accomplished artists in classical music to appear with the Symphony. Continued ability to draw top artists and strong attendance/ticket revenue are markers of this excellence. The Symphony seeks to transform hearts, minds and our community through the power of symphonic music. The Symphony's objectives include the growth and diversification of our audience, advancing the Symphony's profile in the Kansas City area and beyond, and enhancing the orchestra's artistic achievements and financial stability. Those success indicators will mark the level of engagement and transformation achieved. The Symphony pays close attention to community response to concerts. In order to assess program impact, we conduct extensive ongoing analysis of ticket sales, constituent surveys, and individual feedback. In addition, we maintain close contact with community and business leaders throughout the region, seeking their perceptive analysis of Symphony programs. 6

Examples of Program Success The 2017/18 season maintained high levels of ticket revenue while accompanied by critical acclaim. Concert series averaged 95% sold with earned revenue representing 40% of expenses, an enviable ratio among symphonies. Pops series subscriptions continue to enjoy strong sales and Family series admissions are close to sold-out. Happy Hour, Classics Uncorked, and special concerts drew close to 40% first-time attendees, reflecting excellent community interest. The Symphony's recording of works by Adam Schoenberg received two Grammy nominations. Additionally, the Symphony was named as Favorite Performing Arts Organization by KC Visitors' Choice. Aurelien Boccard wrote in KC Metropolis, "The Kansas City Symphony concluded its season with this brilliant and well-crafted program, showing once again that they can tackle anything with the highest artistic excellence." 7

Education Description Category Symphony education programs enable thousands of students to learn, create and become inspired through orchestral music each year. Through our Instrument Petting Zoo program, thousands of pre-school and elementary children learn about the orchestra and have the opportunity to create sounds on various musical instruments. More than 20,000 young people and chaperones learn about orchestral music in our KinderKonzerts (K-3) and Young People's Concerts (grades 3-6), which are designed specifically for these age groups. More than 2,000 middle and high school students are inspired by hearing virtuosic guest artists and orchestral masterworks at the Symphony's Open Rehearsals. The highly successful Support School Music program brings the Symphony to area schools for rehearsals, classes and a performance which raises money for the school district's music programs. And we are pleased to continue offering the Carnegie Hall-designed program Link Up, an interactive music program that reaches over 9,000 elementary students and teachers each year. Petite Performances are designed for our littlest listeners, ages 0-6, introducing them to orchestral instruments in a fun, interactive program onstage at Helzberg Hall. The Symphony nurtures students of all ages through many opportunities to experience the full spectrum of orchestral music. Arts, Culture & Humanities, General/Other Music Population Served Children and Youth (0-19 years),, Short-Term Success Long- Term Success The Symphony's Education Manager works with area teachers and administrators to coordinate orchestra performances with classroom teaching activities and enhance concepts being taught in the school curriculum. The Symphony provides detailed curriculum materials to participating schools, focusing educational activities on the relevant standards. Short-term success for the Symphony's youth education programs includes increasing program participation overall and maintaining the diverse geographic distribution of participating school districts. Another goal is to provide opportunities to explore symphonic music for the increasing number of home schools in the area. We also plan to improve the Web-based program content and educational tools made available through the Symphony's website. A crucial part of the Symphony's mission is to provide students of all ages with exposure to orchestral music and the opportunity it presents for stronger self-development and classroom achievement. Music education is an essential way for students to understand the heritage of our culture as well as others, past and present. It provides experiences that open the door to a lifetime of appreciation of and engagement with the arts. Participation in music enhances students' cognitive development and their understanding and appreciation of the world around them. Students who are involved in music and the arts accomplish more in school, and participation in the arts helps at-risk children become more productive, successful adults. We envision extending participation in Symphony education programs to every student in Greater Kansas City. 8

Program Success Monitored By Examples of Program Success The Symphony regularly assesses program effectiveness and impact through feedback obtained from student participants, teachers, music instructors, students' families and Symphony musicians and staff. We evaluate the degree to which students experience, discover and explore the symphonic music tradition in light of programmatic objectives. This qualitative assessment relies primarily upon informal data that are not statistically controlled. Many of the Symphony's presentations are for small groups of students thus maximizing individual contact and benefit. This quantum of contact students have with Symphony musicians and the Symphony as a whole is another important evaluative consideration. The Symphony's Education Manager regularly consults teachers, school administrators, parents and students to assure that Symphony education programming best meets the needs of the communities we serve. We also measure success in terms of numbers of students, families and community members attending Surveys of teachers, parents, and administrators covering an array of curricular and logistical metrics indicate great satisfaction with programmatic success. The overall score averaged 4.62/5.00 with a 97% approval rating. Among the comments we received: The musicians played beautifully. Amanda Collins, Calhoun Public Schools "The combination of science and music was dynamite!" Patricia Smith, Shawnee Mission Schools "We are so impressed with these concerts. We bring grades 1-3 each year, and are consistently happy with our experience. Thank you so much!" Ruth Godwin, University Academy "Wonderful program! Thank you for offering so many opportunities for students to develop a love of music. We also would not be able to participate without the reduced ticket price and the Open Doors funding." Melinda Madden, Kansas City Public Schools 9

Community Engagement Description Category The Symphony's community engagement activities include the annual Bank of America Celebration at the Station, a free, outdoor, familyoriented concert performed during the Memorial Day weekend in front of historic Union Station that draws more than 50,000 each year and is televised across Missouri, Kansas, Iowa, and Nebraska; an annual Cabaret Concert serving the North Kansas City area; and more than 130 Community Connections concerts and programs each year in numerous locations throughout the region. In addition, recordings of performances from the Symphony's Classical Series are broadcast weekly on KCUR- FM, Kansas City's NPR-affiliated radio station. Arts, Culture & Humanities, General/Other Music Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success The short-term success of our activities is evidenced by an increased demand for high-quality symphonic music. Bank of America Celebration at the Station draws over 50,000 people for a tremendous civic celebration; up to 1 million people across Missouri, Kansas, Iowa and Nebraska share in the event through numerous public television broadcasts and re-broadcasts of the program. Thousands more listen to the Symphony every week on KCUR-FM, reaching a 60-mile radius around Kansas City. Community Connections served more than 13,000 people of all ages throughout the community last season. The goal of our engagement programs is to assure that people are comfortable interacting with classical music. The Symphony strives to make certain that people of every age, income level, cultural background, and level of past exposure to symphonic music will find an opportunity to engage with the Symphony. We evaluate the success of our community engagement programs through overall attendance, feedback from community organization leaders and participants, and the extent to which we assure opportunities for a new and diverse audience to experience Symphony performances of all types, thus meeting the musical needs of our community. Attendance at Celebration at the Station reflects the diversity of our community. Subsequent television rebroadcasts of the program reach 1 million people in 14 regional markets in six states. More than 140 Community Connections presentations throughout Greater Kansas City reached over 13,000 people last year. Concertgoer Malle Medina writes, "We had a wonderful time - it was just spectacular! We hold season tickets and took our grand daughter. She enjoyed it and at times we laughed and shed some tears. We had a great time!!" Concertgoer Wendy Minshall notes, "Our awesome Kansas City Symphony never ceases to amaze me!!! Tonight was no exception! :) Thank you!!!!" CEO Comments The Kansas City Symphony has recognized that in order to realize its artistic potential and to be the greatest asset for this community, we must invest in the musicians who create the sound. To that end, our board has made significant investments in the salaries of our musicians. It must remain a priority to keep these highly talented people here. With the resource of these gifted artists as full time residents of Kansas City, the entire region is enriched by their presence whether as teachers giving private instruction to students around the area, as chamber musicians who populate many performances around the region, or by having this wonderful 10

orchestra to perform for the Lyric Opera and Kansas City Ballet. Were the Symphony not here, such excellence in the community would simply not be possible. The Symphony seeks to broaden our engagement with the community through many different avenues. The Symphony has raised more than $165,000 to support public school music education through our "Support School Music" program. This is an exciting partnership where our orchestra goes to area schools and young people have the opportunity to interact with them, as well as observe an open rehearsal. The culmination of this time together is a public concert by the Symphony where all proceeds from ticket sales are donated to that district's music program. Another example of community engagement is the free public concert over Memorial Day weekend, which attracts more than 50,000 people, and is an ongoing public gift to the community. The Symphony views itself as a major resource to this community, and the scope of our activities is defined in part by available funding. Sustainable funding will allow the Symphony to continue and enhance our community presence. 11

Leadership & Staff Executive Director/CEO Executive Director Mr. Frank Byrne Term Start July 2002 Email Compensation fbyrne@kcsymphony.org $200,001 - Plus Experience Frank Byrne was named executive director of the Kansas City Symphony June 26, 2002. Prior to the appointment, he served as the Symphony's general manager, functioning as the chief operating officer and coordinating all divisions of the Symphony. Before joining the Kansas City Symphony in January 2001, Byrne spent twenty-seven years in Washington, D.C., with The President's Own United States Marine Band, which performs at the White House for State functions. During his career with the Marine Band, Byrne combined managerial ability with broad musical experiences as a performer, writer, lecturer and active member of national and international music associations. Byrne studied music at the University of Hawaii. After joining the Marine Band, he continued his formal education at George Mason University in Fairfax, Virginia, and took every opportunity to study under his musical icon, the late Arnold Jacobs, legendary principal tubist for the Chicago Symphony Orchestra from 1944 to 1988. Byrne produced a recording, "Portrait of an Artist," for Summit Records in tribute to his former teacher and mentor. Frank Byrne lives with his wife, Debbie, in Overland Park, Kansas. Former CEOs Name Term Ms. Susan Franano July 1985 - June 1995 Mr. Roland Valliere July 1995 - June 2002 Senior Staff Ms. Sara Lohe Title Experience/Biography Chief Financial Officer Joining the Symphony staff in July 2018, Sara Lohe serves as the Symphony's Chief Financial Officer. Previously, Ms. Lohe was CFO at Powell Gardens for over thirteen years and a senior auditor at BKD for five years. She worked for nearly five years as a teller at F&C Bank and earned her accounting degree at the University of Central Missouri. Ms. Lohe is a certified public accountant. Mr. Jeff Barker Title Director of Marketing Experience/Biography After spending more than 20 years in the radio industry, including 15 years as Marketing Director for four CBS-owned stations in Kansas City, Marketing Director Jeff Barker joined the Kansas City Symphony in March of 2006. Mr. Barker brings an extensive knowledge of electronic media, telemarketing, print, and direct mail marketing to KCS, in addition to years of experience in concert presentation. A lifetime Kansas City resident, Mr. Barker also directs the Symphony's box office operations and group sales efforts. 12

Ms. Emma Kail Title Experience/Biography General Manager Since July 2011, Emma Kail has served as the General Manager of the Kansas City Symphony. She served as the Symphony's Director of Operations for one year prior, overseeing the overall artistic operations of the orchestra. She came to the Symphony after a two year post at the Alabama Symphony Orchestra as Director of Artistic Administration. Kail has previously held positions with the University of Chicago, Omaha Symphony and Grant Park Music Festival. As a 2008 graduate of the League of American Orchestras' Orchestra Management Fellowship Program, she has worked for the Aspen Music Festival, Pacific Symphony, Dayton Philharmonic and Atlanta Symphony and has degrees in music performance from the Cleveland Institute of Music, Indiana University, Glenn Gould School and Interlochen Arts Academy. Ms Rebecca Martin Title Director of Operations Experience/Biography Rebecca Martin was appointed Director of Operations in October 2011, following several years as the Symphony's production coordinator and operations manager. With a Bachelor of Fine Arts degree from Missouri State University in Springfield, Mo., and Master of Arts degree from the University of Missouri-Kansas City, Martin has served as production manager for the Unicorn Theatre and education/community programs associate at the Kansas City Repertory Theatre. She is responsible for the Symphony's artistic operations, ranging from production details and logistics to contractual and administrative duties. Mr. Alex Shapiro Title Experience/Biography Director of Development Alex Shapiro has worked at non-profits for more than 25 years. He started at the Kansas City Symphony in December 2016 and previously served as Director of Institutional Advancement at the Institute of American Indian Arts, a 4-year arts college, in Santa Fe, N.M. During his four years at the Institute, he led the effort to create new major donor and planned giving programs, and to increase scholarship support by more than 40 percent. He has held a number of important jobs with other arts organizations, including Executive Director of Santa Fe Pro Musica and Director of Development for the Museum of Performance + Design in San Francisco. Additionally, he was Director of Development for the AIDS Foundation of Chicago. Shapiro is a graduate of Columbia University. Staff Paid Full-Time Staff 115 Volunteers 700 Retention Rate 83% Paid Contractors 192 Formal Evaluations 13

CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Semi-Annually Annually Annually Plans & Policies Organization Has a Fundraising Plan Organization Has a Strategic Plan Management Succession Plan Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Collaborations The Kansas City Symphony is pleased to collaborate with other arts organizations in assuring that people throughout the region have access to creative art of the highest quality. It is important to note that we have been musical partners for decades with the Lyric Opera of Kansas City and the Kansas City Ballet. We value these partnerships and look forward to continuing the relationships. One of our most popular collaborations is serving as the orchestra for Symphony in the Flint Hills. Each year, more than 6,000 people from across the country converge in the Flint Hills of Kansas to celebrate the convergent beauty of music and landscape. A highly visible collaboration is our work with KCPT to televise Celebration at the Station. Each year, KCPT and public television stations in six states broadcast this exciting program, reaching a million people. Our educational collaborations with the UMKC Conservatory of Music and Dance, Youth Symphony of Kansas City, and University Academy help introduce young people to all facets of symphonic music. We also continue to seek out new collaborative opportunities with other organizations throughout the community. Affiliations Affiliation Year League of American Orchestras 1984 Awards Awards 14

Award/Recognition Organization Year Best Performing Arts Group KC Magazine 2010 Favorite Performing Arts Organization Award of Excellence - Symphony League of Kansas City Symphony KC Visitors' Choice 2010 League of American Orchestras - Volunteer Council 2010 Grammy Award The Recording Academy 2010 Best Performing Arts Group KC Magazine 2011 Best Performing Arts Group KC Magazine 2012 Favorite Performing Arts Organization Favorite Performing Arts Organization KC Visitors' Choice 2012 KC Visitors' Choice 2013 Best Classical Music Ensemble The Pitch - Best of Kansas City 2013 Award of Excellence - Symphony League of Kansas City Symphony League of American Orchestras - Volunteer Council 2015 Best Performing Arts Group KC Magazine 2015 Best Free Arts Event Favorite Performing Arts Organization 435 Magazine - Best of Kansas City 2015 KC Visitors' Choice 2015 Best Performing Arts Group The Pitch - Best of Kansas City 2016 Favorite Performing Arts Organization Favorite Performing Arts Organization KC Visitors' Choice 2016 KC Visitors' Choice 2017 Government Licenses Is your organization licensed by the government? No CEO Comments The Kansas City Symphony's senior management brings tremendous experience and imagination to the challenges of effectively running a nonprofit arts organization. With broad perspective and keen vision for the future, the management team leads the talented administrative staff in implementing the artistic mission at the heart of the organization. The staff continues to develop, evaluate and improve the policies/procedures that help the Symphony operate effectively. Staff/Contractors: The number of full-time staff indicated includes the 80 fulltime musicians in the Symphony and the administrative staff. The Symphony also contracts with 200 or more individuals (including substitute and extra musicians, stagehands, production crews, etc., noted in paid contractors) in order to provide a wide variety of programming throughout each year. Many of these individuals may provide services for only a few hours per year but are important to the smooth operation of the orchestra. 15

Board & Governance Board Chair Board Chair Company Affiliation Mr. William M. Lyons Retired President and CEO, American Century Companies, Inc. Term July 2013 to June 2019 Board Members Name Mr. Terry Bassham Ms. Ann Kaufmann Baum Mr. Vince Clark Mr. Cary DeCamp Mr. TK DeWitt Mr. Michael D. Fields Ms. Elizabeth Gerson Hjalmarson Ms. Kelli Glynn Mr. Spencer Heddens Mr. James Heeter Mr. Irvine O. Hockaday Jr. Ms. Bebe Kemper Hunt Mr. Robert A. Kipp Mr. John Klinghammer Mr. William M. Lyons Mr. Patrick McCown Mr. Michel Minor Ms. Beryl Raff Mr. James A. Reed II Mr. Joshua C. Rowland Mr. Richard Ryan Mr. Kent W. Sunderland Mr. William B. Taylor Ms. Linda Gill Taylor Ms. Ursula Terrasi Ms. Abigail M. Wendel Affiliation President and CEO, Evergy, Inc. Community Volunteer VP - Business Development, Creative Planning, Inc. Managing Director, Soigne Ventures, LLC Kansas City Symphony Musician, Chair, Artistic Leadership Committee Retired Chairman, Richard J. Stern Foundation for the Arts Brand Manager, Lone Elm Studios, The Gerson Companies Senior VP and Market Leader - Kansas City, U.S. Bank Private Wealth Management Former Kansas City Market President, Bank of America Retired President and CEO, Greater Kansas City Chamber of Commerce Retired President and CEO, Hallmark Cards, Inc. Community Volunteer Hallmark Cards, Inc. KCS Musician Retired President and CEO, American Century Investments CEO, McCownGordon Construction President, KCS Auxiliary Council Chairman and CEO, Helzberg Diamonds VP, Senior Portfolio Manager, BMO Private Bank Vice Chairman; Lead Bank Kansas City Symphony Musician; Chair, Musicians' Committee Vice Chair and Secretary; Ash Grove Cement Company Retired Partner, Ernst & Young LLP Founder; Of Counsel, Inc. Owner; Scandia Home and Terrasi European Collections Chief Strategy Officer, UMB Bank 16

Ms. Gena M. Williams Ms. Susie Yang Director of Operations Support, Network Service, Sprint Kansas City Symphony musician Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 1 Caucasian 26 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 18 Female 10 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 74% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation Number of Full Board Meetings Annually 6 Standing Committees Executive Finance Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Nominating CEO Comments The Kansas City Symphony Board is a working board comprised of civic and business leaders, each of whom shares a passion for symphonic music and understands the value of a resident symphony orchestra to the community. Continuity of leadership has contributed greatly to the Symphony's success, with stability and continuity helping the organization to build consistently and with a strong sense of corporate identity. Symphony 17

Board veteran William M. Lyons is leading the organization aptly following Shirley Bush Helzberg's decision to assume Chair Emerita status in 2013. She has continued her strong advocacy on behalf of the Symphony. The Board adheres to policy governance while devoting tremendous time and energy to efforts aimed at the Symphony's fiscal well-being. During the 2016-2017 season, the Board engaged in a comprehensive review of its structure, terms, and processes. The resultant revisions, primarily to clarify terms and procedures, were implemented during the 2017/18 season. This keeps the Board in line with best practices. 18

Financials Fiscal Year Fiscal Year Start July 01, 2018 Fiscal Year End June 30, 2019 Projected Revenue $18,953,515.00 Projected Expenses $18,887,187.00 Endowment Value $95,356,700.00 Spending Policy Percentage Percentage 5% Detailed Financials Revenue and Expenses Fiscal Year 2017 2016 2015 Total Revenue $17,914,727 $21,596,634 $16,987,184 Total Expenses $16,520,157 $16,106,817 $15,505,038 Revenue Sources Fiscal Year 2017 2016 2015 Foundation and Corporation $7,516,336 $11,385,201 $7,568,653 Contributions Government Contributions $216,383 $191,766 $222,475 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $216,383 $191,766 $222,475 Individual Contributions -- -- -- Indirect Public Support -- $0 $0 Earned Revenue $6,991,264 $6,409,088 $5,798,278 Investment Income, Net of Losses $1,862,569 $1,813,847 $1,697,123 Membership Dues $53,502 $70,714 $72,434 Special Events $1,161,329 $1,529,823 $1,398,732 Revenue In-Kind $1,159,234 $121,258 $133,385 Other $113,344 $74,937 $96,104 19

Expense Allocation Fiscal Year 2017 2016 2015 Program Expense $13,583,453 $13,112,789 $12,735,086 Administration Expense $1,853,110 $1,739,439 $1,711,135 Fundraising Expense $1,083,594 $1,254,589 $1,058,817 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 1.08 1.34 1.10 Program Expense/Total Expenses 82% 81% 82% Fundraising Expense/Contributed Revenue 12% 10% 12% Assets and Liabilities Fiscal Year 2017 2016 2015 Total Assets $57,102,749 $51,419,716 $46,277,998 Current Assets $18,643,397 $21,510,436 $23,608,167 Long-Term Liabilities $0 $0 $0 Current Liabilities $5,299,495 $4,821,537 $5,424,749 Total Net Assets $51,803,254 $46,598,179 $40,853,249 Short Term Solvency Fiscal Year 2017 2016 2015 Current Ratio: Current Assets/Current Liabilities 3.52 4.46 4.35 Long Term Solvency Fiscal Year 2017 2016 2015 Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year 2017 2016 2015 Top Funding Source & Dollar Amount -- Anonymous $2,700,000 Subscription Ticket Sales $2,808,035 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount -- Anonymous $1,020,000 -- Anonymous $905,000 Endowment/Investm ent Income $1,689,182 Muriel McBrien Kauffman Foundation $980,000 Capital Campaign Currently in a Capital Campaign? No Campaign Purpose We successfully concluded our Masterpiece Endowment campaign. Goal $55,000,000.00 Dates 0 to Sept 2017 Capital Campaign Anticipated in Next 5 Years? No Organization Comments Financials reported from KCS audited financial statements will provide the most complete and consistent picture of Symphony operations. Please note that we changed internal operating budget reporting beginning with FY18. Prior to that year, special concert presentations were reported on a net basis. Starting with FY18, special concert presentations are reported on a gross basis. We are happy to help with year-to-year comparisons. We strive to be accountable and are committed to wise stewardship of our fiscal resources. We would be pleased to review our audited financial statements and IRS Form 990 returns with you. Please contact Grant Manager Eric 20

Williams at 816-218-2615 or ewilliams@kcsymphony.org if you have questions. KCS has a significant investment in human resources and salaries/benefits constitute a large expense. We continually strive to achieve the greatest value while protecting the artistic integrity, well-being and effectiveness of our musicians and staff. We keep resources focused on programs while balancing necessary administrative and fundraising costs. We consistently devote the vast majority of resources to programs. We continue efforts to increase earned revenue without impeding financial accessibility for audiences. Even with budgets growing by 60%, earned revenue has increased from 22% to 41% of operating revenue over the past ten years. Despite market volatility, endowment income has also become a critical revenue source, providing about 12% of total operating revenue. Our auxiliaries contribute another 8%, with foundations and corporate support constituting 28% of operating revenue. We continue to increase the number of individual donors, well on our way to the target of 6,000. Broadening our support base is crucial to financial sustainability. IMPORTANT NOTES: The Symphony successfully concluded a capital endowment campaign. Total financial results for FY13 through FY17 reflect this campaign. Please see Operating column of audits for consistent comparisons. Foundation Comments FYE 6/30/2017, 2016, 2015: Financial data reported using the IRS Form 990.Individual revenue line items include gross auxiliary contributions. Foundation/corporate revenue line item may include contributions from individuals. Created 11.09.2018. Copyright 2018 Greater Kansas City Community Foundation 21