Heart of America Shakespeare Festival
3732 Main Street
Kansas City MO 64111-1913
The Festival's production of Much Ado About Nothing
The audience as it looks from the stage for the Heart of America Shakespeare Festival
Jason Chanos as Hamlet, Scott Cordes as the Gravedigger
Web and Phone Contact
Telephone (816) 531-7728
Mission Statement
To make the works of Shakespeare and Shakespeare-inspired works accessible to a diverse audience through a free, professional, outdoor festival, and additional free and paid performances and educational programs.
Leadership
CEO/Executive Director Ms. Sidonie A. Garrett
Board Chair Mrs. Patricia Davison
Board Chair Company Affiliation Community Volunteer
History and Background
Year of Incorporation 1992
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 To make the works of Shakespeare and Shakespeare-inspired works accessible to a diverse audience through a free, professional, outdoor festival, and additional free and paid performances and educational programs.
Background Statement

Founded in 1991 by Tony award-winning producer Marilyn Strauss, the Heart of America Shakespeare Festival began as the Strictly Shakespeare Club. The club, a volunteer support group that hosted dramatic readings, theatre outings, and lectures on the Bards works, helped lay the groundwork for organizing a festival that would be free to the public. Marilyn had been encouraged by the renowned Joseph Papp to explore the feasibility of establishing a festival for the Kansas City community. Papp, the late founder and director of the New York Shakespeare Festival had talked with Marilyn before he died, and asked that she add Kansas City to the list of 140 cities operating Shakespeare Festivals. The following year a separate board of directors was organized to solicit the support and financial resources needed to move the concept from idea to reality.

The board named its organization the Heart of America Shakespeare Festival and set about the task of obtaining its not for profit status. Dr. Felicia Hardison Londre of UMKC was actively involved in the early planning and was named honorary co founder. The Strictly Shakespeare Club became known as the Friends of the Heart of America Shakespeare Festival. The Friends continued to provide loyal support, education outreach and hundreds of hours of volunteer work on behalf of the Festival and in the park each summer.

With the help of R. Crosby Kemper, III and countless others, Marilyn made the Festival a reality. The success of the past twenty-three seasons has confirmed the strength of the Kansas City community's commitment to the plays of Shakespeare. Between 18,000 - 33,000 people attend the FREE Festival in Southmoreland Park every summer.

Impact Statement

ACCOMPLISHMENTS FY17

  • Successfully produced Hamlet for our 25th season anniversary, breaking all attendance records.
  • Provided, produced and presented our 25 for the 25th project, a series of 25 public offerings, and collaborations making Shakespeare’s works accessible to a wider audience through other arts forms and mediums.
  • Moved into a new ADA compliant office space at 3732 Main Street, with access to rehearsal, classroom and presentation space to aid us in delivering our programs.

 GOALS FY18

  • Produce Much Ado About Nothing, June 12 – July 1, 2018, free, in Southmoreland Park; reach an audience of 25,000 – 30,000.
  • Gain donors to support a two-show rotating rep season in 2019, including paying royalties for the play Shakespeare in Love, the Festival’s first non-Shakespeare production.
  • Execute a successful Romantic Revels gala event in February 2018 to increase donor base and income.
  • Continue developing and executing Marilyn Strauss Legacy Fund to financially sustain the organization in the long term.
Needs Statement
  1. Legacy Fund to sustain the Festival’s future: $1,000,000.00.
  2. Storage for production items, including props, costumes, and education tools and materials: $10,000 per year.
  3. Capital to design/build a reusable front gate: $20,000
  4. Capital to produce a two-show rotating rep season in 2019: $150,000
  5. Building Supplies: $15,000 per year.
Service Categories
Theater
Arts Education
Areas of Service
MO
KS
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
KS - Wyandotte County Urban Core
CEO/Executive Director/Board Chair Statement

The Heart of America Shakespeare Festival makes Shakespeare's works come alive in Southmoreland Park each summer and in education programs for youth. The Festival has been bringing Shakespeare to our audiences for 25 seasons with 32 productions of 21 of Shakespeare’s plays. Hamlet, The Winter’s Tale, King Lear, and Twelfth Night have all been awarded BEST PLAY in the Pitch Magazine’s BEST OF KANSAS CITY. The Festival is professional theatre at its best; maintaining the quality of the productions is a critical part of our mission. The Festival has kept admission free because accessibility is also part of our mission. In addition to our productions, the Festival has expanded its education programs from a few summer camps in our early years to year-round programs today. With workshops, performances and residencies presented in schools throughout the city and weekend classes at our office, our education programs are an important part of the Festival.

The Festival has continued to succeed with a full-time staff of three, and a half-time Director of Education. That success is a testament to the abilities of the staff as well as to the tremendous artistic resources in the theatre arts community in Kansas City. As a result, the vast majority of the community’s funding of the Festival supports our programs with less applied to administrative costs. The Festival depends on the wealth of theatre experience and performance training here in the Kansas City area. From creating the designs for the costumes, set, sound and lights for the productions, to the actors and fight choreographers, the Festival primarily hires local artists and theatre production professionals.

The Festival's Board of Directors is committed to a strategy that keeps the Festival focused on its niche and its accessibility to the community. One of the Festival's challenges is inherent in this mission. The Festival is free to attend but not to produce; free admission makes the Festival accessible but professional standards for our productions insures the quality that is so important in making Shakespeare’s plays understandable and therefore accessible. The Board's immediate goal is to increase contributions from the Festival's audiences in the park as well as broadening the number of individuals and businesses that make contributions to the Festival throughout the year. Achieving that goal is essential to continuing our mission to make Shakespeare accessible to Kansas City audiences.

Programs
Description FREE (donation only) three week professional equity production of Shakespearean play or plays. Outdoor festival includes pre-performance Speakers Series, Youth Green Show/Team Shakespeare parody, and many other Festival activities. Opportunity for all ages to enjoy accessible, classical, professional theatre at no charge.
Category Arts, Culture & Humanities, General/Other Theatrical Performances
Population Served General/Unspecified, ,
Short-Term Success This outcome is measured by attendance for the performances and by surveying attendees so as to determine the gender, age, ethnic and socio-economic diversity of our audience and understand their overall experience of the Festival.
Long-Term Success The number one outcome for the Festival is to enhance the quality of life for more Kansas Citians and build a sense of community by presenting live performances of the works of Shakespeare in an informal outdoor setting annually.
Program Success Monitored By

Each year the Festival surveys our audience who attends the productions and discovers what they like best about the Festival and what they’d like us to improve. We learn about their education, income, race and geographic information about where they reside and what shows they’d like to see. The staff is able to assess our performance based on the attendance numbers at the Festival, participation in the park at our ancillary activities, and the audience input each night as they leave the park and share their views verbally and by their responses written on our surveys. This year the Festival offered an electronic survey and we gathered more responses to the Festival production in the park than ever before. Year after year, attendees mention the atmosphere, community, accessibility and FREE admission to high quality performances as the things they most like about the Festival. This year’s responses included: “it brings a variety of people together”, “it’s a great annual experience that I hope never goes away”, “I enjoy that I can bring my family and introduce my child to Shakespeare at a young age”, “it’s great to have a quality production that welcomes all walks of life to enjoy food, people watching, and a show”, “it was magical”, “This festival makes Shakespeare accessible and understandable to everyone!”, and “felt like a strong and positive community event”.

Examples of Program Success

 In 2016, the Festival's 24th season had an audience of 20,897. Our education programs served 9,429 young people and families. 

30% of Festival attendees are under the age of 35, 57% are between the ages of 35-64, and 13% are over the age of 65. 35% of the Festival audience attends as a family, with 63% of the children accompanying parents or family members under the age of 14. 8% of attendees have household incomes below $25,000, 17% have household incomes $25,000 - $50,000, and 32% have household incomes between $50,000 - $100,000. Attendees represent numerous ethnicities: 87% Caucasian, 2% African American, 3%  Latino, 2% Native American, 4% self-identify as “other”. Festival audiences travel from both sides of the state line: 43% reside in Jackson County and 27% reside in Johnson County, KS. 17% of the total Festival audience resides outside the defined metropolitan area; the Festival welcomed patrons from 27 different states.
Description Camp Shakespeare: two week introduction to Shakespeare, fundamentals of performance technique, confidence and team building for ages 8-14. Camp locations are metro-wide including Wyandotte, Clay, Johnson and Jackson Counties. Camp concludes with community performances on Festival stage in Southmoreland Park.
Category Arts, Culture & Humanities, General/Other Children's Theater Programs
Population Served Children and Youth (0 - 19 years), ,
Short-Term Success Camp surveys from both parents and participants reveal that Camp Shakespeare improves reading, memorization, and concentration skills. As theatre is a collaborative art form, Camp Shakespeare teaches tolerance and stresses team building. By structuring the Camps to culminate in a final performance, students overcome fears and learning disabilities to perform for family and friends and experience a unique and public moment of personal accomplishment.
Long-Term Success The Festival's camp programs work to increase literacy and raise the educational level for young people in the community. Through Camp, the Festival moves Shakespeare from the "page to the stage" and builds the next generation of audience members for the Festival. Shakespeare's exploration of the human condition and universal themes deepen young people's understanding of themselves and others, enlarging their perspective on both history and the contemporary world.
Program Success Monitored By For Camp Shakespeare, the Festival utilizes student/teacher/parent evaluation forms that enable us to receive the feedback necessary to understand our successes and improve upon our weaknesses. For Camp, the primary evaluation tool is the student’s successful participation in the final performance. The Festival also conducts both pre- and post-camp training and debriefing with the staff of teaching artists in order to share experiences, best practices and to address problems or weaknesses with the curriculum and execution of the program.
Examples of Program Success Parents of camp participants report that their children’s reading, memorization, and language skills have improved. Comments also suggest that the collaborative nature of the art form of theatre has important social and life lessons to teach. Sample comments include:

“Confidence, communication and knowledge of Shakespeare.”,  “Working with kids they don’t know and establishing relationships.”, ”Doing improvisation games helped her to think on her feet and interact easily.”,  “My son seems more confident and you guys do a great job with line memorization!” “Learned patience with others.”, “Developed public speaking ability.”

The difficult in quantifying the Camp Shakespeare experience is demonstrated in the following camper comment: “I learned that I can do things I’ve never even thought that I could do."
Description Shakespeare Exploration provides an advanced experience for returning and new campers ages 14-18. Campers will focus on acting exercises, text work, rehearsal and final performance. Shakespeare Exploration is held on the campus of the University of Missouri-Kansas City.
Category Arts, Culture & Humanities, General/Other Children's Theater Programs
Population Served Children and Youth (0 - 19 years), ,
Short-Term Success Shakespeare Exploration allows returning and new campers to engage in workshops that focus on in-depth acting work that highlights vocal, physical, and acting techniques used in performing Shakespeare. The campers are able to take these skills and improve their reading, memorization and concentration skills.
Long-Term Success The Festival's camp programs work to increase literacy and raise the educational level for young people in the community. Through Shakespeare Exploration, the Festival moves Shakespeare from the "page to the stage" and builds the next generation of audience members for the Festival. Shakespeare's exploration of the human condition and universal themes deepen young people's understanding of themselves and others, enlarging their perspective on both history and the contemporary world. Shakespeare Exploration also prepares young people for potential careers in professional theatre.
Program Success Monitored By For Shakespeare Exploration, the Festival utilizes student/teacher/parent evaluation forms that enable us to receive the feedback necessary to understand our successes and improve upon our weaknesses. The primary evaluation tool is the student’s successful participation in the final performance. The Festival also conducts both pre- and post-camp training and debriefing with the staff of teaching artists in order to share experiences, best practices and to address problems or weaknesses with the curriculum and execution of the program.
Examples of Program Success Parents of camp participants report that their children’s reading, memorization, and language skills have improved. Comments also suggest that the collaborative nature of the art form of theatre has important social and life lessons to teach. Sample comments include: “My children learn to value words as containing deep meaning. Shakespeare teaches the love of country and one’s fellow man, mental control and emotional balance!” “Theatre overrides personality quirks allowing children from diverse backgrounds to experience brotherhood, and common cause.” “Increases willingness to take on new and unfamiliar challenges.” “Very affordable for time spent and end results.” “Discipline improves. I was surprised at my son’s willingness to study his lines on his own without my prodding.” Many participants go on to professional careers in theatre, and several have appeared in subsequent Festival productions.
Description Shakespeare Unbound! is exclusively for girls ages 9-15. This all-female camp draws a diverse group of girls together from throughout the metropolitan area and combines our camp programming with a youth development curriculum specific to girls' issues. The camp culminates in a community performance of selected scenes from Shakespeare, including original material written by the girls, inspired by Shakespeare, in late July at a KCK location. 
Category Arts, Culture & Humanities, General/Other Children's Theater Programs
Population Served Females, ,
Short-Term Success Shakespeare Unbound! improves reading, memorization and concentration skills. As theater is a collaborative art form, Camp Shakespeare teaches tolerance and stresses team building. By structuring the Camps to culminate in a final performance, students overcome fears and learning disabilities to perform for family and friends and experience a unique and public moment of personal accomplishment. The youth development component of Shakespeare Unbound! empowers these young women to learn how to express their thoughts and feelings, gives them a sense of sisterhood, and uses the themes of Shakespeare's plays to open dialogue around a host of issues confronting young women - violence, domestic upheaval, betrayal, jealousy, and the act of putting together a final performance increases their self-esteem and sense of belonging.
Long-Term Success Shakespeare Unbound! increases literacy and raises the educational level for young women in the community. Through this Camp, the Festival moves Shakespeare from the "page to the stage" and builds the next generation of audience members for the Festival. Shakespeare's exploration of the human condition and universal themes deepen young women's understanding of themselves and others, enlarging their perspective on both history and the contemporary world.
Program Success Monitored By The Festival utilizes student/teacher/parent evaluation forms that enable us to receive the feedback necessary to understand our success and improve upon our weaknesses. For Shakespeare Unbound!, the primary evaluation tool is the student's successful participation in the final performance. The Festival also conducts both pre-and post-tests as well as pre-and post-camp training and debriefing with the staff of teaching artists in order to share experiences, best practices and to address problems or weaknesses with the curriculum and execution of the program.
Examples of Program Success Parents of Unbound participants report that their children's reading, memorization, and language skills have improved. Comments also suggest that the collaborative nature of the art form of theatre has important social and life lessons to teach. By providing a gender-specific camp experience, parents report that their daughters felt freer to express themselves, and enjoyed the "sisterhood" engendered by the daily, and intense collaborative activities.
Description The Festival delivers education and outreach programs year-round to young people grades K-12 throughout the greater Kansas City metropolitan area. In-school programs include a touring option, Shakespeare's Villains and Heroes, which features a 55 minute version of scenes from the plays, focused on good and evil,with a 15 minute Q&A session. The Festival is a member of Arts Partners and offers other in-school programs and workshops to schools including Bard Basics, Julius Caesar: The Art of Persuasion, En Garde Bard! Stage Combat, and Shakespeare Off the Cuff. Shakespeare Alive! brings teaching artists into schools for and extended period of time focusing in-depth on one of Shakespeare's plays. Weekend conservatory classes are offered in collaboration with Kansas City Young Audiences including Shakespeare Conservatory fall and spring sessions and Team Shakespeare, the Festival's teen company who perform publicly in the spring. HASF also offers Adult Acting classes for all skill levels. 
Category Arts, Culture & Humanities, General/Other Children's Theater Programs
Population Served Children and Youth (0 - 19 years), ,
Short-Term Success

In the short term, the students that are the beneficiaries of the Festival's year-round programs will

  1. improve their understanding and appreciation of Shakespeare;
  2. improve their understanding of a particular work of Shakespeare;
  3. improve their understanding of the history of Shakespeare's life and times;
  4. increase their abilities to concentrate and memorize;
  5. improve their reading ability and comprehension;
  6. be better prepared for higher education encounters with Shakespeare.
Long-Term Success The Festival would ultimately like to present programs in every school in the greater Kansas City metropolitan area where Shakespeare is part of the curriculum. With the belief that the best way to understand Shakespeare is to either perform or see the work performed, long-term success would mean that all students of Shakespeare in the community are given the opportunity to experience a live performance (in their schools or at the Festival's annual summer production) or participate in a performance through in-school workshops.
Program Success Monitored By Since most year-round programs are delivered in conjunction with schools and teachers, feedback from educators is our single most important determinate of success. The Festival also utilizes pre- and post-tests to gauge the effectiveness of the teaching and the students' understanding of the materials presented.
Examples of Program Success

In 2016, HASF's year-round programs reached over 6,000 students in the Kansas City area, a 50% increase in 2015 participation. Teachers who utilize our programs report back their success and schedule additional programs. 

CEO Comments

The Heart of America Shakespeare Festival's mission is to offer FREE professional productions of Shakespeare's works. Our most important contribution is that we provide access to great classical literature to everyone in our community without regard to their ability to pay. Our biggest challenge is that because we offer our productions for FREE, some people do not value them at their cost, nor understand the cost that is incurred to produce them. There is a misconception that we don't need support to provide our programs. Another common misconception about the Festival is that it is not professional. The Festival has always been, and prides itself in being a fully professional theater company. The Festival employs Actors' Equity union actors, with a summer company made up of some 15-25 local professionals. This professionalism, combined with the affordability and access we offer, combine to make the Festival unique among local cultural organizations. Like the Festival's productions, our education and outreach programs are delivered by some of the community's finest teaching artists and educators. At multiple sites around the city every summer, young people enrolled in Camp Shakespeare learn the basics of acting, directing, stage combat, and the genius of Shakespeare from professional actors who spread their enthusiasm and love of theatre to the next generation.

We are addressing our issue of helping our audience understand the "cost" of FREE Shakespeare by a marketing campaign that spells out the specifics for them in a clear and concise manner. This is highlighted in our marketing materials for the last three seasons and will be given as part of the presentation from our stage each night before the productions. We've been enumerating some of our costs for the audience before the show each night for the past four seasons and it is helping to educate our audience. That has been reflected in our audience's increased level of donation support. In addition, we have made it clear in our marketing that the Festival is a professional theatre company and employs professional teaching artists to lead our education endeavors.

Executive Director/CEO
Executive Director Ms. Sidonie A. Garrett
Term Start Sept 2001
Compensation $75,001 - $100,000
Experience

Sidonie Garrett is the Executive Artistic Director of the Heart of America Shakespeare Festival where she directed Twelfth Night, The Taming of the Shrew, Hamlet (awarded Best Play by Pitch Magazine), Julius Caesar, Much Ado About Nothing, King Henry V, Romeo and Juliet, Othello, King Richard III, Macbeth, A Midsummer Night’s Dream and Antony and Cleopatra in rotating repertory, As You Like It, The Winter's Tale, King Lear, Twelfth Night and Hamlet, (the last four of which were awarded BEST PLAY by Pitch Magazine). Prior to joining the Festival, Sidonie worked as a freelance director; she directed the off-Broadway production of Thanatos and was Assistant Director for the off-Broadway premiere of Aunt Chooch's Birthday Party. Locally, she directed Disgraced, How to Use a Knife, The WhaleOther Desert Cities, Time Stands Still, The Mother#*&#er With the Hat, FaithHealer, Retreat from Moscow, Omnium Gatherum, the world premiere of Thanatos, SubUrbia, The Waiting Room, Desert Holiday, Spinning Into Butter, SantaLand Diaries and co-directed Light/Damage at the Unicorn Theatre. At The Coterie she directed The Macbeth Project: In Spite of Thunder, the U.S. premiere of After Juliet, Mr. A's Amazing Maze Plays, Little House on the Prairie, Little House by the Shores of Silver Lake, Of Mice and Men, Playing for Time and co-directed The Hobbit. She directed the Kansas City Symphony’s Supremely Shakespeare concert, and was the stage director for “Magic of Christmas”. Sidonie was the stage director for Civic Opera’s The Marriage of Figaro and Falstaff. Collaborative projects that Sidonie has co-created and directed include Shakespeare in Song with the Kansas City Chorale and three partnerships, Play On! A collaboration of music and words, A Marriage of True Minds, and One Touch of Nature, with the Bach Aria Soloists. She directed The African Company Presents Richard III, the first production of the Black Repertory Theatre of Kansas City.

Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Former CEOs
NameTerm
Thomas B Banks Aug 2002 - Dec 2004
Lisa G. Cordes June 2005 -
Senior Staff
Title Director of Operations and Community Relations
Title Education Director
Title Marketing and Development Associate
Staff
Paid Full-Time Staff 3
Paid Part-Time Staff 1
Volunteers 250
Paid Contractors 10
Retention Rate 100%
Staff Diversity (Ethnicity)
Caucasian 4
Staff Diversity (Gender)
Female 3
Male 1
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan No
Organization Policy and Procedures Under Development
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations

The Festival has built collaborative and support relationships with a variety of local educational and cultural institutions over the years. In March 2015, the Festival produced a professional production of The Merchant of Venice, presented by the Jewish Community Center at the White Theatre and the Johnson County Community College's Performing Arts Series in the Polsky Theatre. The Festival was a collaborating partner with the Kansas City Public Library Central branch when it hosted the Folger Shakespeare Library's national touring exhibition First Folio! The Book That Gave Us Shakespeare in June 2016. The Festival presented a SCRIPT IN HAND reading of Much Ado About Nothing on January 17, 2016 and a roster of complementary education programs for youth and adults during the exhibition, for two weeks in June 2016. For the 25th anniversary season, HASF presented 25 for the 25th, a year-long series of events, performances, and happenings in collaboration with a number of local arts organizations, cultural institutions, and community events including KC Rep, KC Ballet, KC Symphony, the Black Repertory Theatre, Summit Arts Festival, Kansas City Museum, and the Kansas City Public Library making Shakespeare's works accessible through other art forms and a multi-disciplinary lens.

Affiliations
AffiliationYear
Theatre Communications Groups - Constituent Theatre2005
League of Resident Theatres - Member1993
Shakespeare Theatre Association of America1993
Awards
Award/RecognitionOrganizationYear
Best Play - King LearThe Pitch - BEST OF KANSAS CITY2015
Best Play - The Winter's TaleThe Pitch - BEST OF KANSAS CITY2014
Best Play - HamletThe Pitch - BEST OF KANSAS CITY2003
Best Play - Twelfth NightThe Pitch - BEST OF KANSAS CITY2016
Best Play - HamletThe Pitch - BEST OF KANSAS CITY2017
Government Licenses
Is your organization licensed by the government? No
CEO Comments One of the greatest challenges of managing the Heart of America Shakespeare Festival is ensuring that the Festival can continue to offer free performances for the greater Kansas City community. With cost being one of the prime barriers that keep people from attending theater and arts events, the Festival is unique in offering people, regardless of their socio-economic background, the opportunity to see a professionally produced play. The Festival is one of only a handful of Shakespeare Festivals around the country that continues to be completely free-of-charge. In fall of 2015, the Festival Board crafted a new Strategic Plan with action items to guide the organization for three years, including the 25th Anniversary season, with active support. Part of the Board's strategic plan includes execution of additional smaller fundraisers, a focused effort to increase corporate support and planning for a Legacy Fund campaign to sustain the organization in the long term. As a result of this plan, additional earned and contributed revenue will play a significant role in financially stabilizing the organization while advancing our mission.

The Festival’s Directors determined a plan to continue offering FREE Shakespeare in the park, increasing our education offerings for youth and adults and pursuing collaborations with other arts organizations. The Festival will also plan for producing and presenting indoor, professional productions of Shakespeare’s plays during other times of the year that do not conflict with the summer season in the park.
Board Chair
Board Chair Mrs. Patricia Davison
Company Affiliation Community Volunteer
Term Oct 2016 to Sept 2018
Email pdavison44@gmail.com
Board Members
NameAffiliation
Dr. Scott Ashcraft M.D.Midwest Anesthesiologists
Mrs. Bernadette Ashcraft HCA Midwest
Mr. Daniel Bukovac Stinson Morrison Hecker LLP
Mr. Don Dagenais Lathrop, Gage LLC
Mrs. Patricia Davison Community Volunteer
Mr. David Earls Community Volunteer
Mrs. Mary Earls Community Volunteer
Mr. Gabe Egli Shook Hardy & Bacon LLP
Mr. Allan S. Gray IICity of Lee's Summit
Mrs. Shirley Helzberg Community Volunteer
Mrs. Patience Jones GraphicMachine
Mr. R. Crosby Kemper, III Kansas City Public Library
Mr. TJ Lynn Stinson Morrison Hecker LLP
Mr. Charles McCann McCann Business Group
Dr. Susan Porter KU Medical Center
Mrs. Cindy Pratt-Stokes Community Volunteer
Mrs. Kelly Privitera Community Volunteer
Mrs. Sue Shinneman Kitchen Studio:KC
Mr. Mike Smoots Lawing Financial, Inc.
Ms. Marilyn Strauss Heart of America Shakespeare Festival
Ms. Anna Marie Tutera KCMO Parks & Rec
Mrs. Lisa Wendelburg Community Volunteer
Dr. Blake Wendelburg M.D.Midwest Anesthesiologists
Ms. Linda Word Sturges Word Communications
Mr. Bill Ye Global Prairie/Digital Marketing and Advertising
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 1
Caucasian 23
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 12
Female 13
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 78%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 7
Standing Committees
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Education
Executive
Nominating
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Audit
Program / Program Planning
Advisory Board Members
NameAffiliation
Mrs. Karen Keane Holland Community Volunteer
Ms. Carol Kane H&R Bloch
John Kornitzer Kornitzer Capital Management
Ms. Lauren Muriel-Marion LaPointe Community Volunteer
Mrs. Sherrill Mulhern Community Volunteer
Mr. Joe Privitera Mark-One Electric, Inc.
Anita Porte Robb
Paul Uhlmann IIIThe Uhlmann Company
CEO Comments

One of the greatest challenges of managing the Heart of America Shakespeare Festival is ensuring that the Festival can continue to offer free performances for the greater Kansas City community. With cost being one of the prime barriers that keep people from attending theater and arts events, the Festival is unique in offering people, regardless of their socio-economic background, the opportunity to see a professionally produced play. The Festival is one of only a handful of Shakespeare Festivals around the country that continues to be completely free-of-charge. In fall of 2015, the Festival Board crafted a new Strategic Plan with action items to guide the organization for three years, including the 25th Anniversary season, with active support. Part of the Board's strategic plan includes execution of additional smaller fundraisers, a focused effort to increase collaborations to build audience and executing the Marilyn Strauss Legacy- Board Advised Fund campaign to sustain the organization in the long term. As a result of this plan, additional earned and contributed revenue will play a significant role in financially stabilizing the organization while advancing our mission.

The Festival’s Directors determined a plan to continue offering FREE Shakespeare in the park, increasing our education offerings for youth and adults and pursuing collaborations with other arts organizations. The Festival will also plan for producing and presenting indoor, professional productions of Shakespeare’s plays during other times of the year that do not conflict with the summer season in the park.

An ongoing and long-time challenge is building our audience.  This is a challenge shared with our fellow arts organizations and one that we will work together to address and find new ways to engage audience members for all live theatre and performing arts.  We are part of the Kansas City Theatre Alliance, a group of theatre leaders working on plans to cross-promote and work together to engage our community.
Financials
Fiscal Year Start Oct 01, 2017
Fiscal Year End Sept 30, 2018
Projected Revenue $869,800
Projected Expenses $869,800
Endowment Value $200,000
Spending Policy Percentage
Percentage 4
IRS Letter of Exemption
Foundation Comments
  • FYE 9/30/2015, 2014: Financial data reported using the IRS Form 990.
  • FYE 9/30/2013: Financial data reported using the organization's audited financial statements. 
  • Foundation/corporate revenue line item may include contributions from individuals.
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$388,204$463,941$153,321
Government Contributions$41,943$60,476$25,251
Federal----$0
State----$0
Local----$0
Unspecified$41,943$60,476$25,251
Individual Contributions----$94,668
$0$0$0
$143,777$130,630$278,809
Investment Income, Net of Losses$0$0$0
Membership Dues$0$0$0
Special Events$126,772$1,093$148,712
Revenue In-Kind$24,035$500$0
Other$3,126$5,488$4,150
Expense Allocation
Fiscal Year201520142013
Program Expense$585,386$481,990$541,230
Administration Expense$109,056$97,901$96,061
Fundraising Expense$70,906$88,017$107,568
Payments to Affiliates----$0
Total Revenue/Total Expenses0.950.990.95
Program Expense/Total Expenses76%72%73%
Fundraising Expense/Contributed Revenue13%17%25%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$29,198$52,664$59,997
Current Assets$29,198$50,562$55,718
Long-Term Liabilities$50,000$30,000$0
Current Liabilities$15,509$21,484$53,037
Total Net Assets($36,311)$1,180$6,960
Short-Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities1.882.351.05
Long-Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets171%57%0%
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar Amount --Muriel McBrien Kauffman Foundation $60,000Muriel McBrien Kauffman Foundation $60,000
Second Highest Funding Source & Dollar Amount --John C. Griswold Foundation $36,400John C. Griswold Foundation $36,400
Third Highest Funding Source & Dollar Amount --Individual Donor $33,000Individual Donor $33,000
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose Marilyn Strauss Legacy - Board Advised Fund to provide income from investing the principal to sustain the organization in the long term and provide a rainy day portion in case of emergency.
Goal $1,000,000.00
Dates Oct 2016 to Sept 2019
Capital Campaign Anticipated in Next 5 Years Yes
Organization Comments

In FY16 the Festival developed a three-year Strategic Plan for the Board and staff to execute. Part of the Board's strategic plan includes successful execution of our gala fundraiser,continued growth of individual giving and membership, successful execution of smaller fundraisers, targeted efforts to increase corporate support and maintaining support from long term donors. As a result of this plan, new methods of gaining additional earned and contributed revenue will play a significant role in maintaining the organization's financial stability while advancing our mission. The Festival is also focused on increasing programmatic output to include indoor productions of Shakespeare's plays for which ticket revenue can provide some earned income and support.

Organization Name Heart of America Shakespeare Festival
Address 3732 Main Street
Kansas City, MO 641111913
Primary Phone (816) 531-7728
Contact Email info@kcshakes.org
CEO/Executive Director Ms. Sidonie A. Garrett
Board Chair Mrs. Patricia Davison
Board Chair Company Affiliation Community Volunteer
Year of Incorporation 1992