Union Station Kansas City, Inc.

Transcription

1 Union Station Kansas City, Inc. General Information Contact Information Nonprofit Address Union Station Kansas City, Inc. 30 West Pershing Road Suite 400 Kansas City, MO Phone (816) Fax Website Facebook facebook.com/unionstationkcmo Twitter twitter.com/unionstationkc At A Glance Former Names Union Station Assistance Corporation 1

2 How to donate, support, and volunteer We value your donation and support! Union Station relies on donors like you to preserve and maintain the building, to sponsor world-class traveling cultural exhibitions and mount new exhibitions about Kansas City history, and to advance robust and high-quality science programs and exhibits in Science City. Union Station is responsible for raising all funds to cover our many operating costs. Ticketing sales, memberships, retail sales, leases, facility rentals and corporate sponsorships account for only part of our operating income. To cover the balance, the Station relies on endowments, contributions, grants and public support from donors to ensure that Union Station continues to be a destination where Kansas City connects, creates, discovers and celebrates. Leave your legacy with Union Station and ensure the financial stability of our beloved community treasure for generations to come. Planned or deferred gifts include donations from estate assets that have the potential to create a large, positive impact on income and estate taxes. A variety of vehicles exist for making such a gift, including: Wills and Bequests Gifts of Life Insurance Gifts of Retirement Plan Assets Gifts of Appreciated Stock Charitable Remainder Trusts Charitable Lead Trusts Gifts of Securities Gifts of Real Estate Gifts to Union Station Kansas City, Inc. can be made via check, credit card, in-kind donations and volunteering. For more information about planning your gift and or donation to the Station, please contact the Union Station Advancement & Community Engagement Team at contributions@unionstation.org or Or, donate online at 2

3 Mission & Areas Served Statements Mission Statement Union Station Kansas City is dedicated to science education, celebration of community and preservation of history. Background Statement Originally constructed in 1914 as a massive railroad terminal, Union Station quickly became a centering point for commerce, culture and community. Today, over 100 years later, Union Station Kansas City -- a 501(c)3 nonprofit organization has reclaimed those monikers and added more. Today, this historic self-sustaining landmark located in the heart of downtown Kansas City is where our citizens connect, create, discover and celebrate. We teach young students. We deliver world-class exhibitions. And, of course, we celebrate and inspire an entire Greater Kansas City community. What the critical Bi-State initiative helped save and reopen in 1999, we now carefully and thoughtfully grow and guide to meet the needs of Kansas City for the next 100 years. And Kansas City s Science Center, Science City, serves as our foundation and filter, informing so many of our decisions. At more than 92,000 square feet, Science City was most recently recognized internationally with a Best Visitor Experience award by a prestigious group of industry peers representing 650 science centers from 50 countries. More important validation, however, is a rapidly growing Science City guest count, year-over-year and driven by an organized and aggressive long-term strategy with a particular focus on Science, Technology, Engineering and Math (STEM) education. Union Station also proudly features our wildly popular Model Train Exhibit; the Arvin Gottlieb Planetarium; the Regnier Extreme Screen Theatre, City Stage featuring live theater, a selection of unique shops and restaurants, and prominent area civic organizations and businesses. And our Bank of America Gallery regularly hosts worldclass traveling exhibitions. For Greater Kansas City, this Paris of the Plains future has never looked so bright. All roads lead to our hometown - the center of the nation, the heart of America, in two states connected by location and a sense of purpose. A place that feels like main street, USA but has become a major destination. A place with Midwestern hospitality but still on the leading edge. Union Station stands as the center and in the center of it all... just as it did 100 years ago. What an amazing success story of survival, determination and purpose. Not only an architectural masterpiece, Union Station is living history and investing in the strength and vibrancy of a community to serve many generations to come. 3

4 Impact Statement Union Station Kansas City has enjoyed a great deal of success in the last year. Examples of the Station s accomplishments include: 1.44% increase in Science City attendance since % increase in Union Station family memberships since % increase in touring exhibition attendance since % increase in attendance at Maker Faire Kansas City since ,000 guests visited the Station for Holidays Come Alive in Significant fundraising success associated with the Station s Western Expansion Project only $200,000 remaining to fully fund the project. 7. Implementation of a successful Energy Management System this $1.4 million project is expected to reduce annual kilowatt hour consumption by 25%. 8.Merger of Science Pioneers (a premier STEM education organization) with Union Station / Science City. 9.Opening a brand new 16,000 sq. ft. outdoor Science City exhibit Simple Machines at Play. Quality products and programs, as well as exceptional customer service, are the highest priorities at Union Station Kansas City. The Station s top goals for the current year reflect these priorities and drive us to deliver on our organizational mission. Goals include: 1.Evaluation of a strategic expansion of Early Childhood Learning within Science City. 2. Proactive launching and fundraising for a 12-month, $1.6 million project to preserve, protect and maintain the Station s historic exterior surfaces. 3.Upgrades to Union Station security systems security cameras and card readers. 4.Successful completion of the Western Expansion Project buildout and fundraising. Needs Statement Union Station seeks individual, corporate and foundation support for the preservation of Kansas City s beloved monument, educational programming, traveling and permanent exhibits, special community events and offerings, and the general operations of the organization. The most pressing needs of the Station include: 1. Volunteers: Customer service-minded individuals that have a passion for Union Station Kansas City and its success its history, mission, offerings and growth. 2. Dedicated long-term and short-term funders: annual drive (USKC memberships), capital projects, programming, special community events and offerings, and general operations. 3.Technology Improvements: security systems, kiosks, customer service tools/systems, etc. 4.Endowment Plan: Creation and implementation of plan to significantly grow USKC endowment Service Categories History Museums Science & Technology Museums Management & Technical Assistance Areas of Service Areas Served 4

5 Areas International National MO KS MO - Jackson County 5

6 Programs Programs Science City / Arvin Gottlieb Planetarium / Educational Programming Description Science City is a dynamic, hands-on science center featuring 250+ individual interactive exhibits and daily programming. Awarded the 2015 ASTC prestigious international Leading Edge award for Visitor Experience and recognized as one of the Top 25 Science Centers in the country by PARENTS Magazine, Science City annually educates and entertains 225,000 guests. The Arvin Gottlieb Planetarium combines interactive astronomy education with spectacular public shows and night sky viewing opportunities. The Planetarium s 60-foot dome and recently upgraded state-of-the-art projection system makes it one of the largest and highest resolution planetariums in the Midwest. The USKC Education team creates and delivers innovative and supportive programs for area youth and Educators. Examples include: Greater Kansas City Science & Engineering Fair, Saturday STEM Seminars, Expanding Your Horizons, Meet the STEM Mentor, ScienceWise Professional Development for Teachers and Educator STEM Fest. Category Arts, Culture & Humanities, General/Other Museum Education Population Served General/Unspecified,, Short-Term Success Short-term success for Science City / Arvin Gottlieb Planetarium / Educational Programming includes alignment of educational programs and content to state/national standards, positive unsolicited comments from guests and patrons, boosted ticket and membership sales, and regional educator participation in professional development offerings. Long- Term Success Long-term success for Science City / Arvin Gottlieb Planetarium / Educational Programming includes expansion and refinement of education program offerings, continued use of programs as educational resources for formal and informal education, progressive annual attendance records, and growing membership base. Program Success Monitored By Examples of Program Success Program success is gauged by staff interaction with guests, recognition through awards and grants, solicited evaluation of programming from educators, daily attendance, and meeting budget goals. Examples of program success include consistent increased annual attendance, increased volunteer commitment, select participation in national grants, continued support and partnership of the Burns & McDonnell Battle of the Brains student STEM competition, full capacity for summer camp program, large positive and continued response to recent projects like the Planetarium revitalization, and regional media support with consistently positive press. 6

7 Traveling Exhibitions Description Category Union Station Kansas City is the area s most prominent destination for cultural and entertainment activities. Key to this designation are the changing exhibitions offered in Union Station s galleries and public spaces. These offer visitors the opportunity to be educated and entertained about a wide variety of topics. The Bank of America Gallery is home to Union Station's large, traveling exhibits. World class traveling exhibitions fill this 20,000 square foot space. Union Station has earned an envied reputation across the Midwest as a proven host to world class touring exhibitions and is now sought out by the most respected tours in the world. Past exhibits have included POMPEII: THE EXHIBITION, Body Worlds & The Cycle of Life, Da Vinci The Exhibition, The Discovery of King Tut, Real Pirates, Diana: A Celebration, and Titanic: the Artifact Exhibition. These blockbuster exhibits have been featured here and enjoyed by an audience of more than 1 million in the Bank of America Gallery. Arts, Culture & Humanities, General/Other Traveling Exhibitions Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Short-term success is demonstrated by the number of visitors versus projected number of visitors, meeting or exceeding anticipated revenue, increasing auxiliary revenues including restaurants and retail shops, securing the required number of volunteers to assist in exhibit presentations, maintaining or increasing the number of students and families participating in programs and visiting the exhibit website, increasing tourism dollars for large scale exhibits, increasing our ability to attract sponsorship/foundation support, securing a number of partners presenting exhibits, and increasing ticket sales as exhibits progress. Visitors will be educated and entertained about a wide variety of topics, which will stimulate their interest in wanting to view and participate in additional exhibitions. Program success is monitored by exit interviews/comments and evaluations, as well as general ticket sales. Examples of program success include positive exit interviews/comments, strong student and teacher evaluations, and positive press responses. 7

8 Union Station Kansas City Collections Description Category The Collections program provides for the acquisition, management, conservation, and interpretation of a collection dedicated to the history and story of Union Station Kansas City. The collection contains a broad array of material culture artifacts and documents related to the history of its social, business, transportation, and political life from the 19th century to the present. The public can view pieces from the collection on display in Union Station Stories, the 5,000 SQF permanent exhibit that exquisitely captures 100 years of rich and diverse cultural history of the Station through significant stories and beautiful artifacts. The first addition to Union Station Stories was the Shoe Shiners Exhibit, featuring stories and artifacts from the shoeshine trade at the Station. This collection will soon include important stories and artifacts related to the United States Postal Service, as well as the rich history of the twelve (12) railroads that founded Union Station Kansas City. Arts, Culture & Humanities, General/Other Museum Collections Conservation Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Short-term success includes the acquisition of artifacts, increased accessibility to collections through online catalogues and exhibits, new avenues for interpretation and exhibition, an enhanced preservation program through improvements to existing spaces, and development of artifact-based exhibits centered on Kansas City and regional history. Long-term success includes the conservation and preservation of its material culture collections; further research into the history, purpose and use of those same collections; the provision of access to those collections through catalogues, a brochure, and online exhibits. Program success is monitored by an increase in visitor and volunteer participation in preservation programs and projects, an analysis of visitor surveys, increased private support for conservation and preservation programs, and acquisition of significant artifacts to enhance existing collections. Examples of program success is the expansion of the permanent Union Station Stories exhibit to include the Shoe Shiners Exhibit, as well as planned additions to the Union Station Stories focused on the United States Postal Service and the rich history of the the twelve (12) railroads that founded Union Station Kansas City. 8

9 Model Train Exhibit Description Category What does 8,000 square feet of toy trains look like? Come and see Union Station Kansas City's Model Train Exhibit and find out! From tiny N-scale model trains to the big G-scale giants of the model train world, sample the hobby and enjoy the fun of model railroading. The Model Train Exhibit is FREE for all Union Station visitors! Arts, Culture & Humanities, General/Other Museums Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Short-term success is demonstrated by the number of visitors, cash donations received, in-kind donations received (model trains and equipment) number of volunteers and the total number of volunteer hours. Visitors will be educated and entertained about model railroading and the history of the railways, which will stimulate their interest in wanting to view and participate in additional rail-related exhibitions and offerings. Program success is monitored by comment cards and evaluations, volunteer interest, as well as funding provided for the continuation of the exhibit. Examples of program success include positive comment cards, awards received for the exhibit, positive USKC member feedback and unsolicited funding. 9

10 Special Community Events & Offerings Description Category Union Station is proud to plan and produce a number of unique community celebrations and festivals throughout the year. Examples of these family-friendly events include: kidfest, Spookfest and Noon Year s Eve. The annual Greater Kansas City Science & Engineering Fair is planned and managed by the Science City Education team and hosted at Union Station. The annual Maker Faire Kansas City (a showcase of invention, creativity and resourcefulness, and a celebration of the Maker movement) is planned, managed and hosted by Union Station. The annual 6-week Holidays Come Alive at Union Station is planned, managed and hosted by Union Station. Arts, Culture & Humanities, General/Other Celebratory Events Population Served General/Unspecified,, Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Short-term success for Union Station s Special Community Events & Offerings includes positive unsolicited comments from guests and patrons, boosted ticket and membership sales, as well as the growth of a base of funders. Long-term success for Union Station s Special Community Events & Offerings includes expansion and refinement of events, continued interest and engagement (strong attendance) of community for these celebrations and educational offerings, and the ongoing support of funders for these special community offerings. Program success is gauged by attendance/ticket sales, attendee and funder feedback, recognition through awards and grants, solicited evaluation of programming from Event staff, volunteer engagement, USKC membership interest and feedback, and meeting budget goals. Examples of program success include consistent annual attendance, increased volunteer commitments, growing number of funders, large positive and ongoing response to continuation of annual events and creation of new events, and strong regional media support with consistently positive press. 10

11 Leadership & Staff Executive Director/CEO Executive Director Term Start Dec Mr. George M. Guastello II Experience Prior to joining USKC, Guastello served as President and CEO for the American Royal Association for 6 years, focusing attention on youth and education, celebrating the region s rich agricultural heritage through competition, education and entertainment, and boasting one of the largest combined livestock, horse show, rodeo, and barbecue competitions in the country. Previous employment includes Vice President Marketing and Business Strategy, Starlight Theatre Association. While at Starlight, he created awareness for the theatre s new $10 million stage and achieved all-time high season attendance levels of over a quarter million people coupled with record season ticket subscription sales. Guastello served as Senior Vice President of Marketing & Strategic Development for the Greater Kansas City Chamber of Commerce where he rebranded and repositioned the Chamber, authoring the first seed capital legislation in the State of Missouri for investment tax credits for Small Business investors. He was also employed as Assistant Vice President of Commercial Banking at Commerce Bank Kansas City, N.A. Guastello is a member of the UMKC Alumni Governing Board of Directors, Ability KC Board of Directors, Kansas City Streetcar Authority Board of Directors and Powell Gardens Board of Directors. He has served on the Boards of the Boys & Girls Club, Cristo Rey Kansas City, Rockhurst High School, Kansas City River Trails, KCMO Central Industrial District, and Johnson County Parks and Recreation Theater in the Park. Guastello earned a BA in Marketing and an MBA in Finance, both from the University of Missouri at Kansas City. Guastello's professional awards include: 2015 Non-Profit Professional of the Year from Non-Profit Connect; 435 Magazine s KC s 50 Most Powerful People ; 2006 Alumni Legacy Achievement Award from UMKC; 2005 Recipient of Hospitality Leadership Award from the GKC Hotel Association; and the 2003 Brick by Brick Leadership Award from the EDC of Kansas City. Former CEOs Name Term Mr. Andi Uris May Dec 2008 Mr. Turner White May May 2004 Senior Staff Mr. Jerry Baber Title Executive Vice President & Chief Operating Officer Mr. Duane Erickson Title Director of Technical & Building Operations Mrs. Christy Nitsche Title Director of Advancement & Community Engagement 11

12 Mr. Jeff Rosenblatt Title Director of Science City Exhibits Mrs. LeAnn Smith Title Director of STEM Programming & Outreach Mr. Michael Tritt Title Chief Marketing Officer Mr. Nale Uhl Title Vice President, Finance Staff Paid Full-Time Staff 44 Paid Part- Time Staff 11 Volunteers 183 Retention Rate 100% Paid Contractors 158 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 Yes Annually Yes Annually Yes 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 Under Development Yes No Yes Yes Yes Yes Affiliations Affiliation Year 12

13 Smithsonian Museum - Affiliate 2003 Awards Awards 13

14 Award/Recognition Organization Year "Visitor's Choice Award" for Favorite Museum or Historical Site Public Works "Project of the Year" for the Freight House Pedestrian Bridge Recognized as one of the top 17 informal science education programs in the country for our Science City Summer Camp program. Recognized as one of the top 17 informal science education programs in the country for our Science City Summer Camp program. Science City Ranked as a Top 25 Science Center Midwest Travel Treasure Model Rail Experience Capstone Awards, Special Judges Recognition Collaboration" Voted Favorite Landmark or Monument Visitors Choice Awards Best of Kansas City The Best People and Places, Sports and Recreation, Goods and Services, Arts & Entertainment, Food & Drink Kansas City Convention & Visitor's Association Kansas City Metro Chapter of the American Public Works Association of Science and Technology Centers National Science Teachers Association Parents Magazine 2008 AAA Midwest Traveler 2010 Kansas City Business Journal 2011 Visit KC 2011 The Pitch 2012 Best Railfanning Spot Gold Rail Awards 2013 Voted Favorite Landmark or Monument Visitors Choice Awards Voted Favorite Landmark or Monument Visitors Choice Awards Best Kept Secret Model Train Exhibit Visit KC 2013 Visit KC 2014 KC Parent Magazine 2013 Favorite Museum Science City KC Parent Magazine 2013 Best Brochure Reward CTM Media 2014 Voted Best Landmark The Pitch 2014 Top Banquet Facilities Kansas City Business Journal 2014 Best Kept Secret Model Train Exhibit Voted Best Family Outing and Venue Voted Favorite Indoor Family Destination Roy L. Shafer Leading Edge Award for Visitor Experience KC Parent Magazine 2014 Ingram s Magazine 2015 KC Parent Magazine 2015 Association of Science-Technology Centers 2015 Certificate of Excellence Trip Advisor 2015 Model Train Exhibit Voted Best Kept Secret Award of Distinction, Building a Monument KC Parent Magazine 2015 Non-Profit Connect Philly Awards 2015

15 Top Banquet Facilities Kansas City Business Journal 2016 Voted Favorite Landmark or Monument Visitors Choice Awards Sustainability Award for USKC Energy Management System Visit KC 2016 Kansas City Industrial Council 2017 Government Licenses Is your organization licensed by the government? No CEO Comments We have successfully taken steps to ensure all departments are optimally staffed to make the greatest impact for the fewest number of dollars. Senior management is being challenged to deliver the best products possible while maintaining a close eye on expenses, adding to our census only when there is a compelling need. Any new initiatives must be presented with a business plan that shows a strong likelihood of success while furthering our mission. 15

16 Board & Governance Board Chair Board Chair Mr. Robert D. Regnier Company Affiliation Bank of Blue Valley Term June 2012 to June 2018 Board Members Name Mr. Bucky Brooks Mr. Jon Cook Mayor Michael Copeland Mayor Peggy J. Dunn Mr. Michael R. Haverty Mayor Sly James Ex-Officio Mr. R. Crosby Kemper III Mr. Ray Kowalik Mr. Dan Lowe Mr. Leo Morton Mr. Ramon Murguia Mr. Robert D. Regnier Dr. Thomas M. Sack Mrs. Danette Wilson Affiliation Copaken Brooks VML Mayor of Olathe Mayor of Leawood Retired City of Kansas City, Missoui Kansas City Public LIbrary Burns & McDonnell Legacy Development DeBruce Companies Murguia Law Offices Bank of Blue Valley MRIGlobal Blue Cross & Blue Shield of Kansas City Board Demographics - Ethnicity African American/Black 2 Asian American/Pacific Islander 0 Caucasian 11 Hispanic/Latino 1 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 12 Female 2 Unspecified 0 Governance Board Term Lengths 3 16

17 Board Term Limits 0 Board Meeting Attendance % 65% Written Board Selection Criteria? Written Conflict of Interest Policy? No Yes Percentage Making Monetary Contributions 47% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation No Number of Full Board Meetings Annually 4 Standing Committees Audit Education Executive Finance Operations 17

18 Financials Fiscal Year Fiscal Year Start Jan 01, 2017 Fiscal Year End Dec 31, 2017 Projected Revenue $14,622, Projected Expenses $14,724, Endowment Value $265, Spending Policy Income Only Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $8,885,054 $11,978,080 $8,262,987 Total Expenses $9,200,028 $15,251,043 $12,717,304 Revenue Sources Fiscal Year Foundation and Corporation $2,236,419 $4,513,630 $1,755,072 Contributions Government Contributions $112,500 $716,667 $1,577,779 Federal State Local Unspecified $112,500 $716,667 $1,577,779 Individual Contributions Indirect Public Support $0 $0 $0 Earned Revenue $6,341,219 $5,473,206 $4,552,245 Investment Income, Net of Losses $23,996 $25,031 $63,391 Membership Dues $0 $0 $0 Special Events $0 $364,372 $0 Revenue In-Kind $4,687 $602,560 $99,125 Other $166,233 $282,614 $215,375 18

19 Expense Allocation Fiscal Year Program Expense $7,314,883 $12,953,753 $10,695,084 Administration Expense $1,856,485 $2,110,977 $1,958,141 Fundraising Expense $28,660 $186,313 $64,079 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 80% 85% 84% Fundraising Expense/Contributed Revenue 1% 3% 2% Assets and Liabilities Fiscal Year Total Assets $38,545,774 $152,223,055 $155,222,997 Current Assets $8,917,023 $7,605,087 $5,633,190 Long-Term Liabilities $5,273,200 $4,613,711 $4,940,892 Current Liabilities $28,514,000 $28,360,738 $27,761,828 Total Net Assets $4,758,574 $119,248,606 $122,520,277 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 14% 3% 3% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Yes Campaign Purpose Union Station Expansion Project In May 2014, Union Station Kansas City received contractual approval from the Missouri Development Finance Board for $2,250,000 in state tax credits to be used in conjunction with an $8.4 million multi-faceted improvement project. The project unifies customer infrastructure improvements with increased science based learning opportunities in Science City. Outside access improvements include reworking the streetscape on Pershing Road and adding a car ramp connecting the front of the Station with the West Yards Parking Garage. Inside improvements include connecting Science City to the Planetarium and Extreme Screen to allow free flowing access between these attractions, as well as improved conferencing facilities. Lastly, with the addition of a 32,000 square foot outdoor community plaza area as well as a 13,500 outdoor science exhibit, Science City now offers even more unique, hands-on educational programming opportunities to its guests. Goal $8,405, Dates June 2014 to Sept 2017 Amount Raised to Date as of June

20 Capital Campaign Anticipated in Next 5 Years? No Foundation Comments FY 2015, 2014, 2013: Financial data reported using the IRS Form 990. Foundation/corporate revenue line items may include contributions from individuals. Created Copyright 2017 Greater Kansas City Community Foundation 20