Lyric Opera of Kansas City, Inc.

Lyric Opera of Kansas City, Inc. General Information Contact Information Nonprofit Lyric Opera of Kansas City, Inc. Address 1725 Holmes Street Kansas City, MO 64108 1538 Phone (816) 4714933 Fax 816 4710602 Website www.kcopera.org Facebook facebook.com/#!/kcopera?fref=ts Twitter twitter.com/kcopera.org Email info@kcopera.org At A Glance How to donate, support, and volunteer Check, on-line, phone donations, all major credit cards, in-kind donations. Volunteer through Lyric Opera Guild. 1

Mission & Areas Served Statements Mission Statement To make Lyric Opera of Kansas City indispensable to the public through: Transformational opera experiences Broad service which captures the hearts and minds of our communities Background Statement Founded in 1958, the Lyric Opera of Kansas City produces four operas annually between the months of September and May. We have become one of the nation s premier regional opera companies, and we reach approximately 40,000 people annually through our artistic programming and our education and community engagement activities. Our repertoire encompasses original language performances of standard repertory as well as contemporary and American operas. The Company mounts productions that enrich the community it serves, as well as reflect the highest artistic standards of the profession. The Lyric Opera offers innovative programs designed to further music and arts education both in schools and in the community, and serves more than 8,000 students each year. Repertoire choices encompass original language performances of standard repertory as well as contemporary and American operas. The Company mounts productions that enrich the community it serves, as well as reflect the highest artistic standards of the profession. The Lyric Opera offers innovative and award-winning programs designed to further music and arts education both in schools and in the community, and serves more than 8,000 students each year. In the Fall of 2011, the Lyric Opera became one of resident companies at the Kauffman Center for the Performing Arts, one of the most acoustically advanced opera venues in the world. In July of 2012, the Lyric Opera moved into the Richard J. Stern Opera Center in Kansas City s Crossroads District, a move that has greatly enhanced the Lyric Opera s production, educational, and administrative capabilities, enabling the Lyric Opera to make the most of the state-of-the-art resources at the Kauffman Center. Impact Statement Accomplishments in the 2016-17 Season: 1. Our artistically inventive production of Hansel and Gretel set in a fantastic carnival world featured stellar performances, set and costumes by a Tony Award winning designer, and members of an acclaimed New York dance company playing the carnival performers. 2. We built the sets and costumes for our new co-production The Marriage of Figaro, and the result was a visual design which set a new standard of artistic excellence. 3. Our production of Dead Man Walking, one of the most important and powerful operas of our time, was supplemented with community engagement events that explored the social, political, and artistic dimensions of the work. 4. We successfully launched a new "second stage" performance series, Explorations, which draws people into the orbit of opera through exposure to a broader range of vocal music performed at an eclectic mix of venues. Goals for the 2017-18 Season: 1. Bring the art of opera to life as a living, breathing, relevant expression of humanity that connects with audiences of all ages and backgrounds. 2. Produce the best work possible, whether the production is well known, less known, or newly commissioned, and work with the most talented performers, directors, conductors, and designers from around the world to present it. 3. Provide education programs to make opera accessible to young people in our community, including both introductory experiences and more intensive programs, offering both depth and breadth. 4. Provide adult education and community engagement programs that offer current patrons the opportunity to deepen their operatic experience, and that reach people who don t yet know how opera can offer a new lens to experience the world. Needs Statement 1.Maintaining the artistic excellence of our productions. 2.Offering a comprehensive roster of youth education and adult education/community engagement programs. 3.Implementing new initiatives to build, broaden, and diversify our audience. 4.Completing our capital campaign for the Richard J. Stern Opera Center. 2

CEO/Executive Director/Board Chair Statement The Lyric Opera s 2016-17 season will include Engelbert Humperdinck s Hansel and Gretel, a towering German romantic opera based on the classic fairy tale; Mozart s exquisite comic opera The Marriage of Figaro, the moving contemporary work Dead Man Walking, and Gilbert and Sullivan s delightful comic operetta The Pirates of Penzance. The new season is a strong affirmation of our mission and vision, and of our commitment to providing indelible opera experiences that are viscerally exciting, thought-provoking, and entertaining for our audience. The season also brings some of the most talented artists from across the country and from around the world to the Lyric Opera stage. In the 2016-17 season, the Lyric Opera is also moving forward with exciting new initiatives that will have a transformative effect on the organization. We are introducing our Explorations performance series, which will take place at eclectic venues and present a wider range of vocal music genres than our mainstage productions. The 2016-17 season will also be the inaugural year of our Resident Artists Program, which prepares exceptional young singers for operatic careers, and which creates our first-ever resident company to perform on our mainstage and in the community. Service Categories Opera Arts Education Performing Arts Centers Areas of Service Areas Served Areas National MO KS Lyric Opera of Kansas City brings high quality live operatic performances to the people of the Kansas City area and a five-state region. 3

Programs Programs Main Stage Opera Productions Description Category The Lyric Opera stages four main stage productions each season at the Kauffman Center for the Performing Arts. The repertoire includes traditional popular works and contemporary opera. The company performs works in their original languages with English subtitles. Arts, Culture & Humanities, General/Other Opera Performances Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success The 2016-17 season will continue the rich history of the Lyric Opera by producing a varied palette of works with contrasting looks and musical languages spanning over 235 years of operatic composition. From the lush score of Engelbert Humperdinck s Hansel and Gretel, through the divine genius of Mozart in The Marriage of Figaro, followed by the gripping drama of the now contemporary classic, Dead Man Walking, to the comical antics of Gilbert and Sullivan in The Pirates of Penzance, it will be an extraordinary season. The Lyric Opera will continue to develop a dedicated audience of individuals who enjoy an eclectic mix of operatic repertoire and styles of production. The Lyric will contribute to the growth and development of the careers of emerging singers, directors, conductors and designers. The Lyric Opera will receive critical acclaim, both local and national. The Lyric Opera will remain financially stable. Positive reviews on a local, regional and national level. Growth in both earned and contributed income. Successful auditions attracting talented individuals to the company to perform. Reviews of Don Giovanni: The Kansas City Star s opera critic, Libby Hanssen, declared that the film noir setting works for the opera, making it a successful, stylized modernization. The Independent s opera critic, Paul Horsley, praised the excellent singers in the production. Review of Rusalka: Writing in The Kansas City Star, Libby Hanssen was impressed by the technical elements of the production, writing that the scenery, projections, and lighting "added a fantastic dimensionality to the naturalistic aspects of shimmering water, gleaming moonlight, and shadowed forests. Review of Carmen: Writing for The Independent, Paul Horsley praised Zanda Svede in the title role: "It is probably not idle to predict she could become one of the Carmens over the next years: she has the voice, the musical verve, and a winning, controlled approach to movement that augur great things. 4

Explorations Performance Series Description Category The 2016-17 season introduced the Lyric s Explorations performance series, with an eclectic range of works to be performed at at a variety of venues in the community. Explorations features adventurous programming that reaches into the world of vocal music beyond the fully staged operas that we produce at the Kauffman Center for the Performing Arts. This programming diversity will appeal to a broader audience, extending our reach into the community. And, in addition to expanding our repertory, the intimacy of our Explorations performances will create a new kind of experience for audiences. Explorations also will showcase the singers in the Lyric s new Resident Artists Program, which is described below. Arts, Culture & Humanities, General/Other Musical Performances Population Served Adults,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success The Explorations performance series draws a broader, more diverse audience. The broader, more diverse audiences who attend the Explorations performance series also become patrons of the Lyric Opera's main stage productions. Lyric Opera ticket sales. This is the first year of the program. 5

Education Programs for Youth Description In Lyric Opera Express, students in grades 3 through 6 perform for their school alongside professional opera singers in a highly engaging children s opera. In our Student Dress Rehearsal program, students in the 5th grade and up attend the final dress rehearsal of a production. In Opera: Up Close and Personal, artists visit schools for a close-up look at different aspects of opera. In Opera Camp, children and teens in grades 3 through 12 are introduced to opera and taught singing and acting skills, culminating in a performance for family and friends. High School Honors Artists is a program in which students receive free professional training. In our Apprentice Program, graduate students at UMKC and KU receive training and participate in our productions. Words + Music brings together teen writers in the Coterie Theatre s Young Playwright s Roundtable and students in the Composition Department at the UMKC Conservatory. Category Education, General/Other Extracurricular Arts & Culture Population Served K-12 (5-19 years),, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Every student, parent, and teacher involved in a program sees a live opera performance. Students develop a knowledge of opera, and an understanding of and ability to discuss complex social issues related to the content of the operas. Issues such as tolerance and integrity are addressed in the hope that young people will apply these life lessons to their daily interactions with others. Students of all abilities receive handson vocal and dramatic performance experience. Through feedback from teachers, parents and students, we have found that prolonged in-depth experience in arts education programs gives the students a strong connection to the art form of opera, helps them feel ownership of the company, and strengthens their desire to continue to participate in the arts. Many of our students have been participating with us for as many as 10 years, and they and their families have become advocates for the arts. Children are given opportunities to build social and academic skills and participate in the kind of in-depth arts experiences that are lacking in many public schools. Teachers, students and parents are provided with pre- and post-project surveys and evaluations to measure the effectiveness of the program. These evaluations are used to change and fine tune programs to make them more relevant for the participants in the future. Evaluations from participants, students, teachers and parents show the strengths of our education programs. We seek "kindred spirits" of all ages and backgrounds, and serve young people in many school districts in the metropolitan area, including at-risk and underserved populations. The Lyric Opera has received national recognition from Opera America for our education programs, and several are models for other opera companies. 6

Adult Education Programs Description Category At Ease with Opera features speakers who discuss an upcoming production or a general topic in the field of opera, offering background and insights into the art form. Our First Friday Opera Previews, held at the Richard J. Stern Opera Center in the East Crossroads, introduces opera to the diverse crowds that come to the Crossroads District for First Fridays. Opera Previews, presented one hour before every performance, are entertaining and offer a wealth of background about the composer, context, and history of the opera. Opera to Go is a program that brings singers from our Apprentice Program to perform at area retirement communities. Opera Goes to the Movies is a collaboration with the UMKC Continuing Education Department. Our Veterans Chorus, the only such opera activity nationwide, is a chorus featuring military veterans that has performed at the National World War I Museum the Veterans Administration Hospital. Arts, Culture & Humanities, General/Other Arts, Culture & Humanities, General/Other Population Served Adults,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Continued growth in attendance at our adult education/community engagement programming. Long-term success is demonstrated by our patrons' greater enjoyment of the opera experience. Tracking attendance and eliciting feedback. Thousands of individuals attend these activities each season. 7

Resident Artists Program Description Category Led by Vinson Cole, UMKC Conservatory of Music and Dance faculty member and one of the leading artists of his generation, our Resident Artists Program is an expansion of our highly successful Apprentice Program for graduate students. The launch of RAP, combined with our Apprentice Program, signals the creation of the first-ever resident company for the Lyric Opera. The resident artists will have full time, 8- month contracts for one or two years and will receive professional performance experience and artistic training. The resident artists will appear in mainstage roles; work with visiting guest artists, conductors, and directors; participate in master classes and career coaching; study leading roles; make musical appearances in the community; and participate our new Explorations series, which will focus on intimate gems of the vocal music repertoire. Arts, Culture & Humanities, General/Other Artists' Services Population Served Adults,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success The musical appearances of the resident artists extend the reach of the Lyric Opera into the community; the professional growth of the resident artists. The professional success of the talented young artists nurtured by this program. The program director will evaluate the program as it progresses; the senior staff will monitor and evaluate program success. The program has just begun its first season. CEO Comments We have an organizational vision to bring the best of opera to Kansas City, and to bring the best of Lyric Opera of Kansas City to the world. Our Strategic Plan development keeps this goal in sight as we work through the steps to keep opera relevant and develop new audiences. New programs such as the Studio Artists Program will serve post-graduate voice students and bring more opera to diverse audiences. Long term plans call for us to produce an annual Family Festival that will include "family operas" and activities for children. We look forward to carrying opera into the 21st century. 8

Leadership & Staff Executive Director/CEO Executive Director Term Start July 2012 Email Ms. Deborah Sandler dsandler@kcopera.org Experience Deborah Sandler joined Lyric Opera of Kansas City as General Director and CEO on July 1, 2012. She was previously Director of Development and External Affairs at the Kentucky School of Art at Spalding University in Louisville. Before that she was General Director of Kentucky Opera, where she increased the audience more than 43% and individual contributions 136% over seven years. Ms. Sandler also was the General Director of the Opera Festival of New Jersey in Princeton. Over her 10 years with that company, she grew the budget from $500,000 to $1.6 million and successfully led the company into a new performance venue, nearly doubling the audience. She developed extensive touring and educational residency programs for both opera companies. Former CEOs Name Term Evan Luskin Sept 1958 - June 1998 Senior Staff Mr. Jeffrey Walker Title Experience/Biography Chief Finance Officer Jeff Walker has an M.S. in Accounting, Business Administration and English from William Jewell College. He earned an MBA from the University of Saint Mary in 2002. Jeff has spent the majority of his professional career in the nonprofit sector, having worked for the Kansas City, Kansas Chamber of Commerce, Community Housing of Wyandotte County, Sunflower House, the National World War I Museum and, most recently, Johnson County Library. He has been a longtime season subscriber of the Lyric Opera and is thrilled to be putting his professional skills to use toward the betterment of opera in Kansas City. Ms. Linda Ade Brand Title Experience/Biography Director of Education and Community Engagement Linda Ade Brand has directed for the Kansas City Repertory Theatre, the Lyric Opera of Kansas City, The American Heartland Theatre, The Coterie, Quality Hill Playhouse, and the Metropolitan Ensemble Theatre. She taught and directed for five years in the Theatre Department at Avila College, and for ten years in the Conservatory at the University of Missouri-Kansas City. She spent four seasons with Opera in the Ozarks and thirteen seasons with the Des Moines Metro Opera. She has extensive experience with Lyric Opera education programs, having taught at our Summer and Spring Break Opera Camps and directed numerous family operas. 9

Mr. Joe Bellinger Title Experience/Biography Chief Development Officer Bellinger has over a decade of experience in fundraising in both San Diego, CA and Kansas City. Most recently in Kansas City, he was the Director of Development and Advancement for Cornerstones of Care, a $58 million family of five agencies serving children and families in Missouri and Kansas. Mr. Brad Trexell Title Experience/Biography Artistic Administrator Prior to joining the Lyric Opera, Trexell spent five years as Director of Artistic Operations and Director of Artistic Planning at Opera Colorado, three years as Artistic Administrator at Royal Danish Opera, and twelve years at San Francisco Opera, eventually becoming Artistic Administrator. Mr. Vinson Cole Title Experience/Biography Creative Consultant Cole, whose career has taken him to major opera houses around the world, has also taught at the University of Washington School of Music, the New England Conservatory of Music, the Cleveland Institute of Music, the Aspen Music Festival and School, Glimmerglass Opera, and the Santa Fe Opera. Currently, he is a faculty member at the Conservatory of Music and Dance at UMKC. Staff Paid Full-Time Staff 20 Paid Part- Time Staff 6 Volunteers 153 Retention Rate 75% Paid Contractors 0 Formal Evaluations 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 Annually Annually Annually Plans & Policies Organization Has a Fundraising Plan 10

Organization Has a Strategic Plan Management Succession Plan Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy No Collaborations The Lyric Opera has numerous recurring community partnerships. The Kansas City Symphony provides the musicians for our mainstage productions. Our Words + Music program is a collaboration with the Coterie Theatre s Young Playwright s Roundtable and the Composition Department at the UMKC Conservatory for Music and Dance. Our Apprentice Program involves graduate students at the University of Missouri Kansas City and the University of Kansas. The Lyric also collaborates with the Kansas City Art Institute, where students in a life drawing class make sketches of models with costumes, sets, and props from Lyric productions and show their drawings and paintings in an end-of-semester showcase. Our Veterans Chorus has introduced opera to communities represented by the Veterans Administration and the National World War I Museum. In addition, we collaborate with the Kansas City Museum with Lyric Opera singers performing there in holiday programs. Opera Goes to the Movies is a collaboration with the UMKC Continuing Education Department and the Tivoli Cinemas at Manor Square. We have also collaborated with the Nelson-Atkins Museum of Art and the Kansas City Public Library, Government Licenses Is your organization licensed by the government? No CEO Comments One of our challenges is to develop new audiences for opera, and our organizational vision calls for us to engage many different Kansas City communities beyond the walls of the Kauffman Center, with activities, programs and services designed to excite and engage people who have not yet considered opera as a part of their consciousness and lives. The Vision part of our statement sees the Lyric Opera of Kansas City bringing not only the best of opera to Kansas City but the best of Lyric Opera of Kansas City to the world. Opera becomes a transformational experience when the best of talent and production standards meet, offering Quality, Innovation, Consistency, and Inspiration. By creating what is of value to the world of opera here in Kansas City, we establish our own unique identity and reputation. The Values part of our statement calls for us to perform at the highest level of professionalism through a spectrum of activities which include: Artistic Excellence, Education, Community Engagement, and Operational and Fiscal Responsibility. Artistic Excellence extends throughout all of our programs: To produce the highest quality of work which represents the entire spectrum of opera repertoire. This includes the performance of standard repertoire, underperformed works, and new works deserving of an audience, thus contributing the sustenance of the art form. Finally, we need to participate in the ongoing vitality of the opera field by developing new work, either as an originator or partner. 11

Board & Governance Board Chair Board Chair Mr. Kenneth V. Hager Company Affiliation Retired Executive Term July 2016 to June 2019 Board Members Name Mr. Scott Blakesley Mr. Richard P. Bruening Dr. Rita M. Burnett-Ferguson Mr. Thomas W. Butch Mrs. Una Creditor Ms. Ann King Dickinson Ms. Anne W. Elsberry Dr. Melinda L. Estes Mr. Craig Evans Mr. Michael D. Fields Mr. Lafayette J. Ford III Mr. Michael D. Frost Mr. Jack Gabriel Ms. Jane Loftus Gard Mr. Kenneth V. Hager Ms. Joyce G. Holland Mr. Richard Hu Mrs. Beth Ingram Ms. Phyllis G. Leach Mr. Carl L. McCaffree Mr. Edward P. Milbank Ms. Sherrill Mulhern Dr. Ernest Neighbor Dr. Margaret Nickell Ms. Michelle N. Ritter Mr. J. Michael Sigler Mr. Kevin R. Sweeney Mr. Steve Taylor Ms. Sarah Tiedt Mr. Michael Viazzoli Affiliation Spencer Fane Britt & Browne LLP Partner Retired Executive Dentist Waddell & Reed Community Volunteer Dickinson Financial Community Volunteer President & CEO, Saint Luke's Health System Stinson Leonard Street LLP Commerce Bank SVP, PNC Financial Services Group Community Volunteer Retired Executive SVP Commerce Trust Private Banking Retired Executive Community Volunteer HJM Architects, Inc. Community Volunteer Hallmark Cards, Inc. McCaffree Financial Milbank Mills, Inc Master Craftsmen Foundation Physician Physician Community Volunteer Robert W. Baird & Co. Posinelli Shughart Community Volunteer Mariner Wealth Advisors CEO and President, Bank of Kansas City Board Demographics - Ethnicity African American/Black 2 12

Asian American/Pacific Islander 1 Caucasian 27 Hispanic/Latino 0 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 17 Female 13 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 0 Board Meeting Attendance % 66% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 95% Percentage Making In-Kind Contributions 75% Constituency Includes Client Representation Number of Full Board Meetings Annually 10 Standing Committees Audit Education Executive Finance Strategic Planning / Strategic Direction Trusteeship Capital Campaign Development / Fund Development / Fund Raising / Grant Writing / Major Gifts CEO Comments 13

Financials Fiscal Year Fiscal Year Start July 01, 2016 Fiscal Year End June 30, 2017 Projected Revenue $7,129,146.00 Projected Expenses $7,129,146.00 Endowment Value $8,032,922.00 Spending Policy Percentage Percentage 3% Detailed Financials Revenue and Expenses Fiscal Year 2016 2015 2014 Total Revenue $6,613,625 $7,049,288 $8,674,527 Total Expenses $7,027,146 $7,019,448 $8,655,626 Revenue Sources Fiscal Year 2016 2015 2014 Foundation and Corporation $3,932,648 $4,279,635 $5,764,775 Contributions Government Contributions $168,205 $158,422 $51,817 Federal -- -- $0 State -- -- $0 Local -- -- $0 Unspecified $168,205 $158,422 $51,817 Individual Contributions -- -- $0 Indirect Public Support $0 $0 $0 Earned Revenue $1,974,636 $1,974,813 $2,055,033 Investment Income, Net of Losses $668 $104 $0 Membership Dues $0 $0 $0 Special Events $468,442 $533,019 $744,482 Revenue In-Kind $0 $40,704 $12,473 Other $69,026 $62,591 $45,947 14

Expense Allocation Fiscal Year 2016 2015 2014 Program Expense $5,686,549 $5,713,699 $3,478,099 Administration Expense $755,715 $748,998 $4,522,579 Fundraising Expense $584,882 $556,751 $654,948 Payments to Affiliates -- -- $0 Total Revenue/Total Expenses 0.94 1.00 1.00 Program Expense/Total Expenses 81% 81% 40% Fundraising Expense/Contributed Revenue 13% 11% 10% Assets and Liabilities Fiscal Year 2016 2015 2014 Total Assets $18,911,582 $19,171,089 $27,451,920 Current Assets $18,800,918 $19,074,180 $3,334,982 Long-Term Liabilities $0 $0 $10,290,000 Current Liabilities $1,004,709 $1,204,684 $1,252,988 Total Net Assets $17,906,873 $17,966,405 $15,908,932 Short Term Solvency Fiscal Year 2016 2015 2014 Current Ratio: Current Assets/Current Liabilities 18.71 15.83 2.66 Long Term Solvency Fiscal Year 2016 2015 2014 Long-Term Liabilities/Total Assets 0% 0% 37% Top Funding Sources Fiscal Year 2016 2015 2014 Top Funding Source & Dollar Amount -- Anonymous -- $575,000 Second Highest Funding Source & Dollar -- Anonymous -- Amount $402,500 Third Highest Funding Source & Dollar Amount -- Anonymous $196,000 -- Capital Campaign Currently in a Capital Campaign? Campaign Purpose The Lyric Opera purchased property at 18th & Charlotte Streets to house rehearsal & education spaces, a scene construction shop, paint shop, wig/costume shop, props area, set storage, and administrative offices. Goal $10,600,000.00 Dates Jan 2009 to May 2017 Amount Raised to Date 10200000 as of Oct 2016 Capital Campaign Anticipated in Next 5 Years? No Organization Comments Our move into the Kauffman Center for the Performing Arts has presented us with incredible artistic opportunities and financial challenges. The new venue enables us to produce opera on an entirely new artistic and technological level, attracting world-class singers to Kansas City. We are now able to partner with opera companies such as the San Francisco Opera and Washington National Opera. The technical capabilities of the new hall give us many new tools to use in realizing the theatrical side of opera, just as the acoustics in the 15

theater enhance our musical values. We are always seeking ways to keep our expenses under control when production costs increase. Our new Opera Center, which accommodates all of our operations in one location, also helps us control costs. Careful management of these growth years is crucial to maximize our artistic potential, in a financially responsible manner. Foundation Comments FYE 6/30/2016, 2015: Financial data reported using the IRS Form 990. FYE 6/30/2014: Financial data reported using the organization's audited financial statements. Foundation/corporate revenue line item includes contributions from individuals. Created 02.14.2018. Copyright 2018 Greater Kansas City Community Foundation 16