Kansas City Symphony

“The full board meets bi-monthly, and the executive committee meets monthly or more frequently as necessary. The executive committee has the authority to act on behalf of the full board in the months between meetings of the full board. The retirement committee has the authority to act on behalf of the governing body on matters that relate to the 403(b) retirement plan.”

“The executive committee gives a report of its actions at the next board meeting and minutes are maintained of board meetings.”

“The organization's cfo and accounting manager gather the information which is sent to an independent accounting firm for preparation and review of the return. The return is then reviewed by the cfo, executive director and the board treasurer. Any questions or concerns of these reviewers are addressed with the independent accounting firm. Any changes or clarifications that need to be incorporated into the return are made. Once these changes are incorporated, the 990 is then reviewed by the finance committee and any changes or clarifications required subsequent to that review are incorporated into the return. Then the return is emailed to the entire voting board with instruction to contact the board treasurer with any concerns or questions they may have. Any changes or clarifications that need to be incorporated in the return are made and then the return is finalized and emailed back to the board prior to submission to the irs.”

“Once a year, every officer, director and key employee is asked to review the conflict of interest policy and to complete a form disclosing any director of the board's possible conflict of interest. 1. Duty to disclose: in connection with any actual or possible conflict of interest, an interested person must disclose the existence and nature of his or her financial interest to the board of directors, or committee with board-delegated powers, while the board or committee is considering a proposed transaction. 2. Determining whether a conflict of interest exists: after disclosure of the financial interest, the interested person shall leave the board meeting while the financial interest is discussed. The remaining board members shall decide if a conflict of interest exists, subject to the application of paragraph 3a. Through c. Below. 3. Procedurefor addressing the conflict of interest: a. The chairperson of the board shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction. B. After exercising due diligence, the investigating person or committee shall report his or its findings to the board as to whether kcs can obtain a more advantageous transaction with reasonable efforts from a person or entity that would not give rise to a conflict of interest. C. If a more advantageous transaction is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board shall determine by a majority vote of the disinterested directors whether the transaction is fair and reasonable to kcs and if such decision is made, kcs may enter into the transaction in conformity with such determination. The interested director shall not be present for the discussion or vote. 4. Violations of the conflict of interest policy: a. If the board or member of the board or staff has reasonable cause to believe that a director, officer, member of a committee, or key employee person has failed to disclose actual or possible conflicts of interests, the executive committee shall be notified and the executive committee shall inform such person of the basis for such belief and afford such person an opportunity to explain the alleged failure to disclose. B. If, after hearing the response of such person and making such further investigation as may be warranted in the circumstances, the executive committee determines that such person has in fact failed to disclose an actual or possible conflict of interest, it shall report its findings to the full board, in the case of a member, officer or committee member, or to the executive director in the case of a key employee (provided, however, if the person who failed to make the appropriate disclosure is the executive director, the findings shall be reported to the full board) and the full board or executive director shall take appropriate disciplinary and corrective action, which may include removal or dismissal. Section e records of proceedings: the minutes of the board and all committees with board-delegated powers shall contain: 1. The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the board's, investigating person's, committee's or executive committee's decision as to whether a conflict of interest, in fact, existed. 2. The names of the persons who were present for discussion and voting relating to the transaction or arrangement, a reasonable summary of the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection there with. The votes cast by particular individuals shall not be recorded, only the totals.”

“THE Chairman OF THE BOARD CONDUCTS THE REVIEW OF THE EXECUTIVE DIRECTOR. HE POLLED THE BOARD OF DIRECTORS ON THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. COMPENSATION IS ALSO REVIEWED OF SALARY INFORMATION COLLECTED BY THE LEAGUE OF AMERICAN ORCHESTRAS, WHICH COLLECTS SALARY DATA ANNUALLY FOR SYMPHONY ORCHESTRAS ACROSS THE COUNTRY.”

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

“Its mission is to perform great performances for greater audiences. The kansas city symphony will achieve this mission by: - developing an uncompromising performance standard. - advancing the profile and value of the orchestra locally, nationally and internationally. - developing the financial resources to allow the orchestra to thrive today and tomorrow. - creating an internal culture that stimulates effective relationships within and between board, staff and musicians. - developing audiences and partnerships that allow the orchestra to thrive today and tomorrow.”

“During the 2022 fiscal year, the Symphony resumed a full schedule of concerts and community engagement endeavors using protocols to protect the health of audience members, musicians, and staff. Among these programs were performances of classical and pops repertoire as well as pit orchestra services for the Kansas City Ballet and the Lyric Opera. There were 94 performances of 37 different programs plus 48 performances of 6 different programs for the Ballet and Opera. Symphony audiences hailed from 978 communities in all 50 states plus the District of Columbia and six foreign countries. In total, the Symphony reached more than 166,000 people during the 2021/22 season. The season opening program featuring Gustav Mahler's First Symphony and the concluding program with Beethoven's Ninth Symphony were particularly meaningful to audiences returning to the concert hall. Attendance for the Classical, Pops and Family series rebounded from the cancellations and virtual format of preceding years. Classical audiences numbered 42,627, Pops totaled 16,324 and Family drew 3,787. Holiday programs attracted 8,005 to nine performances of Christmas Festival and Handel's Messiah. Film + Live Orchestra and special programs staged a strong return with 24,090 attending 18 performances of 6 programs, including Ben Folds and films from the "Harry Potter"Star Wars" series. The Happy Hour series of chamber music programs had enthusiastic crowds totaling 3,232 at the four free concerts. Even with an exceptionally busy concert calendar in Helzberg Hall, it was a priority to continue the free outdoor Mobile Music Box neighborhood concerts started during the pandemic. Introducing new audiences to the artistry of Symphony musicians, the season included 120 Mobile Music Box concerts reaching 18,292 people in 55 ZIP codes across Greater Kansas City. In addition, after a two-year hiatus, Bank of America Celebration at the Station returned on Memorial Day weekend in 2022, delighting the crowd of 35,000 gathered between Kansas City's Union Station and Liberty Memorial. While in-person youth concerts were still not possible, the Symphony produced specially recorded videos of two programs: Centuries of Symphonies (K-6) and Instruments of Change (6-12). Registrations to use the free curriculum totaled 30,783 students and teachers from 147 schools in 28 districts.”