2026-03-05T11:47:54-06:00 2025-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-07-01 431866550 KAUFFMAN CENTER FOR THE PERFORMING ARTS KAUF 8169947200 1601 BROADWAY BLVD KANSAS CITY MO 64108 COLBY T JONES CFO 8169947200 2026-03-03 1 1 LISA BURKE P00220718 8169455500 2026-03-03 2024 2025-03-06 01:10:19Z PAUL SCHOFER 1601 BROADWAY BLVD KANSAS CITY MO 64108 19285224 0 X WWW.KAUFFMANCENTER.ORG X 1999 MO TO ENRICH THE LIVES OF EVERYONE IN OUR COMMUNITY THROUGH DIVERSE PERFORMING ARTS EXPERIENCES 8 8 80 527 199306 13542 29166953 7225130 7131219 7713426 2915543 2618187 980026 1145770 40193741 18702513 98120 104415 0 0 4522556 4674801 50996 43103 1097859 21129439 21659080 25801111 26481399 14392630 -7778886 439032091 369788480 103884303 26304016 335147788 343484464 X TO ENRICH THE LIVES OF EVERYONE IN OUR COMMUNITY THROUGH EXTRAORDINARY AND DIVERSE PERFORMING ARTS EXPERIENCES. THESE EXPERIENCES ARE PROVIDED THROUGH PROGRAMS, CUSTOMER SERVICE, AND EDUCATION.(CONTINUED ON SCHEDULE O)PROGRAMS: SHOWCASE A VARIETY OF HIGH-QUALITY PROGRAMS THROUGH RESIDENT COMPANIES AND COMMUNITY PARTNERSHIPS, AS WELL AS NATIONAL AND INTERNATIONAL ARTISTS AND PRODUCTIONS.CUSTOMER SERVICE: CREATE DEVOTED PATRONS AND ENHANCE THE SATISFACTION FOR ALL WHO COME INTO THE VENUE.EDUCATION: NURTURE LOVE OF THE ARTS FOR PRESENT AND FUTURE GENERATIONS AND SUPPORT OPPORTUNITIES FOR ACCESS TO THE PERFORMING ARTS. 0 0 22273013 104415 8334637 SINCE THE GRAND OPENING IN 2011, THE KAUFFMAN CENTER, IN COLLABORATION WITH ITS RESIDENT ORGANIZATIONS: KANSAS CITY BALLET, KANSAS CITY SYMPHONY AND LYRIC OPERA OF KANSAS CITY, ALONG WITH NUMEROUS OTHER COMMUNITY ARTS ORGANIZATIONS, HAVE CONTINUED TO BRING EXCELLENT PERFORMING ARTS EXPERIENCES TO THE KANSAS CITY AREA. (CONTINUED ON SCHEDULE O) THE 2024-2025 PERFORMANCE SEASON WAS A ROBUST AND FILLED WITH PROGRAMMING WHICH LED TO A DIVERSE AND IMPACTFUL SEASON. IN ADDITION TO THE RAO AND CAO PERFORMANCES, NEW AND FORMER AUDIENCES WERE BROUGHT TO THE VENUE THROUGH KAUFFMAN CENTER PRESENTS WITH PERFORMING ARTS EXPERIENCES RANGING FROM FAMILY PROGRAMMING LIKE BLUEY'S BIG PLAY, BELOVED SINGERS SUCH AS AMY GRANT AND NATALIA LAFOURCADE, AND INSPIRED MUSICIANS SUCH AS VITAMIN STRING QUARTET AND DRUMLINE LIVE. - 709 ON-STAGE PERFORMANCES & SPECIAL EVENTS IN FISCAL 2025 - 408,143 PATRONS ATTENDED PERFORMANCES & SPECIAL EVENTS IN FISCAL 2025 THE KAUFFMAN CENTER IS DEDICATED TO CREATING UNPRECEDENTED ACCESS TO ARTS EXPERIENCES FOR YOUNG PEOPLE AND UNDERSERVED AUDIENCES IN THE KANSAS CITY METROPOLITAN AREA. THE KAUFFMAN CENTER'S COMMUNITY ENGAGEMENT PROGRAMS CONTAIN MANY AVENUES THAT CONNECT LOCAL YOUTH AND FAMILIES TO HIGH QUALITY ARTS EXPERIENCES. THE KAUFFMAN CENTER PRESENTED THREE SCHOOL MATINEES IN SPRING OF 2025 WITH 2,158 STUDENTS AND EDUCATORS ATTENDING. EACH YEAR, STUDENT MATINEES ARE ALSO HOSTED THROUGH OUR PARTNER ORGANIZATIONS (KANSAS CITY BALLET, KANSAS CITY SYMPHONY, LYRIC OPERA OF KANSAS CITY, AND STORLING DANCE THEATER - THE CULTURE HOUSE). SINCE GRAND OPENING, MORE THAN 440,000 STUDENTS HAVE EXPERIENCED SCHOOL MATINEES ON OUR STAGE AND NEARLY HALF OF WHICH WERE BROUGHT TO THE KAUFFMAN CENTER WITH FINANCIAL SUPPORT FROM OUR TRANSPORTATION FUND WHICH PROVIDES BUS ASSISTANCE. THE KAUFFMAN CENTER HELD ITS 12TH ANNUAL FUTURE STAGES FESTIVAL ON THE AFTERNOON OF SUNDAY, JUNE 15, 2025. MORE THAN 682 YOUTH FROM 31 YOUTH PERFORMANCE GROUPS, OF WHICH 42% WERE MADE UP PRIMARILY OF YOUNG MINORITY PERFORMING ARTISTS, PERFORMED ON STAGE FOR MORE THAN 2,900 FAMILY, FRIENDS AND SUPPORTERS IN ATTENDANCE. TWENTY COMMUNITY PARTNER ORGANIZATIONS PARTICIPATED. 20% OF SURVEY PARTICIPANTS INDICATED IT WAS THEIR FIRST TIME VISITING THE KAUFFMAN CENTER AND 97% OF SURVEY PARTICIPANTS INDICATED THEY WOULD RECOMMEND THIS EVENT TO A FRIEND. IN FY25, 1,118 COMMUNITY TICKETS WERE EXTENDED TO SCHOOLS, SOCIAL SERVICE AGENCIES AND NONPROFIT ORGANIZATIONS IN OUR COMMUNITY TO YOUTH AND FAMILIES THAT MIGHT NOT OTHERWISE HAVE AN OPPORTUNITY TO EXPERIENCE WORLD-CLASS PERFORMING ARTS. KAUFFMAN CENTER OFFERED ADDITIONAL STUDENT PROGRAMS INCLUDING BUILDING TOURS AND FIELD TRIPS, INTERNSHIPS AND SHADOWING. THEY ALSO USE UNIQUE LOCAL COLLABORATIONS, SUCH AS YOGA AT THE KAUFFMAN CENTER PRESENTED BY SAINT LUKE'S, TO BROADEN THE OFFERINGS AND ATTRACT DIVERSE PATRONS TO VISIT THE BUILDING. KAUFFMAN CENTER'S COMMITMENT TO SERVING EVERYONE IN THE COMMUNITY IS EVIDENT IN THE WIDE RANGE OF FREE OR LOW-COST PROGRAMMING, INCLUDING OFFERING LOW-COST SCHOOL MATINEES AND THE POPULAR TRAILBLAZING TALKS SPEAKER SERIES - PART OF KAUFFMAN CENTER PRESENTS. 22273013 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 80 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X COLBY T JONES CFO 8169947225 1601 BROADWAY BLVD KANSAS CITY MO 64108 JULIA IRENE KAUFFMAN CHAIR 1.00 X X 0 0 0 DAVID C LADY VICE-CHAIR 1.00 X X 0 0 0 SHIRLEY HELZBERG TREASURER 1.00 X X 0 0 0 KEN DWORAK SECRETARY (THRU 6/6/25) 1.00 X X 0 0 0 SHARON BLICKENSDERFER BOARD MEMBER 1.00 X 0 0 0 PEGGY DUNN BOARD MEMBER 1.00 X 0 0 0 RUSTY JANDL BOARD MEMBER 1.00 X 0 0 0 JAN KRAEMER BOARD MEMBER 1.00 X 0 0 0 LOU SMITH BOARD MEMBER 1.00 X 0 0 0 PAUL SCHOFER PRESIDENT & CEO 50.00 X 410910 0 50100 COLBY JONES CFO 50.00 X 165402 0 32178 WILLIAM MILLER VP OF OPERATIONS 50.00 X 172685 0 9683 PATRICK DONNELLY VP OF THEATER OPERATIONS 50.00 X 177241 0 13075 TRISHA DRAPE VP OF DEVELOPMENT 50.00 X 142188 0 31715 LISA VOSS SR DIRECTOR OF SALES 50.00 X 169069 0 40459 1237495 0 177210 6 0 1 0 MYRON GREEN CORPORATION 9771 COMMERCE PKWY LENEXA KS 66219 FOOD AND BEVERAGE SERVICES 2936888 LAZ PARKING CHICAGO LLC 32445 COLLECTION CENTER DR CHICAGO IL 60693 PARKING 1071958 HMXLIVE LLC 1111 VIRGINIA AVE KANSAS CITY MO 64106 PRODUCTION LABOR AND EQUIPMENT RENTAL 578745 TITAN PROTECTION AND CONSULTING 9350 METCALF AVE OVERLAND PARK KS 66212 CONTRACTED SECURITY 481055 DSS INC 1671 E KANSAS CITY RD OLATHE KS 66061 PRODUCTION LABOR AND EQUIPMENT RENTAL 458781 17 41224 7183906 7225130 TICKET SALES 711190 4078298 4078298 PERFORMANCE RENTALS 711190 2394820 2394820 SPONSORSHIP 711190 851428 851428 OTHER PRODUCTION REVENUE 711190 388880 134839 254041 7713426 1755292 1755292 1072421 209526 862895 862895 862895 1447743 373185 1074558 875252 199306 COST SHARE AND REIMBURSEMENTS 900099 71212 71212 71212 18702513 8334637 199306 2943440 104415 104415 654277 297455 245755 111067 3072302 1724477 926567 421258 134462 82607 31665 20190 561065 331111 138811 91143 252695 147070 68343 37282 13154 1315 11839 39898 3990 35908 43103 43103 704592 704592 820789 775214 36431 9144 591557 555868 35689 644350 128835 457899 57616 513710 308226 154113 51371 2848943 2769269 46477 33197 571642 415113 56885 99644 10855 10855 2180409 2170072 6202 4135 9862646 9813333 29588 19725 106925 64154 32078 10693 ARTIST & PROJECT FEES 1390824 1390824 PROGRAMS & PRODUCTION 1242267 1189665 52602 BOND FEES 116519 116519 26481399 22273013 3110527 1097859 2245839 339282 122551 1353000 105533146 26830950 769786 572388 77293 81814 130339 127595 339495686 138095598 210169571 201400088 59680388 72659325 60303178 66424038 439032091 369788480 2130575 1926757 1525316 1482762 99901921 22765495 326491 129002 103884303 26304016 X 229274706 316470310 105873082 27014154 335147788 343484464 439032091 369788480 X -7778886 16069022 46540 X X 0 1 X 1 0 X 4376361 11966514 4327501 29166953 7225130 57062459 4376361 11966514 4327501 29166953 7225130 57062459 29007734 28054725 2067547 2459995 4011049 2543590 1755292 12837473 8656 56915 13542 79113 69979045 32119068 0.40090 0.37260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92256806 4602330 16052070 2680264 700814 109530128 85934965 903851 8102179 2259353 424836 92256806 78235429 618627 8145280 745138 319233 85934965 87135990 3485245 -11709435 676371 78235429 64382944 1120394 23333548 1362730 338166 87135990 1.00000 0.00000 0.00000 1 0 539801 539801 325831756 128144409 197687347 9061186 8616535 444651 4062943 1334654 2728289 201400088 CENTRALIS PARTNERS LP 3149503 F INVENIRE PARTNERS LP 8529127 F OAKTREE VALUATION OPPORTUNITIES FEEDER FUND LP 6012242 F OAKTREE VALUE OPPORTUNITIES FEEDER FUND LP 4660733 F PALMER SQUARE MULTI-ASSET CREDIT FUND LLC 14708525 F PALMER SQUARE OPPORTUNISTIC CREDIT FUND U.S. LLC 29363908 F 66424038 ACCRUED INTEREST ON TAX-EXEMPT BONDS 65382 LEASE LIABILITIES 63620 129002 X 34635643 16069022 148975 46540 373185 16637722 17997921 704592 704592 18702513 26298967 148975 373185 522160 25776807 704592 704592 26481399 PART V, LINE 4: THE KAUFFMAN CENTER'S BOARD OF DIRECTORS HAS INVESTED FUNDS TO ESTABLISH A QUASI-ENDOWMENT TO PROVIDE A STREAM OF INCOME TO SUPPORT OPERATIONS. INVESTMENT AND SPENDING POLICIES HAVE BEEN ADOPTED IN ORDER TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS WHILE SEEKING TO MAINTAIN THE PRINCIPAL OF THE ASSETS. THIS INCOME IS USED TO AUGMENT EARNED INCOME. PART X, LINE 2: THE CENTER HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. MANAGEMENT BELIEVES THAT THE UNRELATED BUSINESS INCOME GENERATED BY THE CENTER IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT NO MATERIAL UNCERTAIN TAX POSITIONS EXIST FOR THE CENTER AS OF JUNE 30, 2025 OR 2024. THE CENTER IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES INCLUDED WITH EXPENSES IN AUDITED FINANCIALS 373,185. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES NET WITH REVENUE ON FORM 990 373,185. X X X X X X 1 JANET MARK 4618 WARWICK BLVD 5A KANSAS CITY MO 64112 DEVELOPMENT CONSULTANT 0 95000 26303 68697 JOAN ISRAELITE 1113 NE LONG RIDGE LEES SUMMIT MO 64064 DEVELOPMENT CONSULTANT 0 52500 16800 35700 147500 43103 104397 MO SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION HAS WRITTEN AGREEMENTS WITH TWO (2) DEVELOPMENT CONSULTANTS TO PROVIDE FUNDRAISING SERVICES AS DIRECTED BY THE ORGANIZATION'S VICE PRESIDENT OF DEVELOPMENT. THE CONSULTANTS ARE ENGAGED TO SOLICIT CONTRIBUTIONS, DEVELOP AND FOSTER RELATIONSHIPS WITH EXISTING AND PROSPECTIVE DONORS, ASSIST IN THE ORGANIZATION AND EXECUTION OF CULTIVATION, ENGAGEMENT, AND RETENTION ACTIVITIES, ASSIST IN SECURING ENDOWMENT PROGRAM CONTRIBUTIONS, AND TO PROVIDE COUNSEL AND EXPERTISE RELATED TO FUNDRAISING AND DEVELOPMENT. X X X X X 0 0 0 0 0 0 0 1 0 PAUL SCHOFER PRESIDENT & CEO 395910 0 15000 0 0 0 16904 0 33196 0 461010 0 0 0 LISA VOSS SR DIRECTOR OF SALES 78484 0 90585 0 0 0 8938 0 31521 0 209528 0 0 0 COLBY JONES CFO 160402 0 5000 0 0 0 8670 0 23508 0 197580 0 0 0 PATRICK DONNELLY VP OF THEATER OPERATIONS 172241 0 5000 0 0 0 9010 0 4065 0 190316 0 0 0 WILLIAM MILLER VP OF OPERATIONS 172685 0 0 0 0 0 8634 0 1049 0 182368 0 0 0 TRISHA DRAPE VP OF DEVELOPMENT 142188 0 0 0 0 0 7492 0 24223 0 173903 0 0 0 PART I, LINE 7 DISCRETIONARY EMPLOYEE BONUSES ARE DETERMINED BY THE CEO AND APPROVED BY THE BOARD OF DIRECTORS. A MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037AW9 2007-06-27 159998870 SEE PART VI 1 0 0 A 135435000 167694314 38715 1091826 2484075 164079699 2012 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 1 HYPO PUBLIC FIN BANK 1.600000000000 1 0 1 A 1 PART I, LINE A, COLUMN (F): CONSTRUCTION OF A NEW PERFORMING ARTS CENTER. PART I, LINE A, COLUMN (G): THE ESCROW HAS MATURED. PART II, COLUMN A, LINE 3: AMOUNT DOES NOT EQUAL ISSUE PRICE DUE TO INVESTMENT EARNINGS EARNED ON BOND PROCEEDS DURING THE PROJECT PERIOD. PART IV, COLUMN A, LINE 5A AND LINE 5B: THE PROJECT FUND WAS INVESTED IN A MASTER REPURCHASE AGREEMENT WITH HYPO PUBLIC FINANCE BANK, WHICH AGREEMENT MATURED ON FEBRUARY 2, 2009. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND PROVIDED TO THE MEMBERS OF THE FINANCE COMMITTEE VIA EMAIL FOR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY MANAGEMENT. ANY CHANGES MUST BE APPROVED BY THE BOARD OF DIRECTORS. THE FINAL VERSION OF THE POLICY IS GIVEN TO EACH EMPLOYEE AND ALL MEMBERS OF THE GOVERNING BOARD, ALL OF WHOM ARE REQUIRED TO SIGN A COMPLIANCE FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS COMPENSATION AND BENEFITS FOR ALL EMPLOYEES, INCLUDING THE CEO AND CFO. THE COMMITTEE UTILIZES BENCHMARKING THROUGH COMPENSATION SURVEYS, STUDIES, AND PEER AND REGIONAL ORGANIZATION INFORMATION TO DETERMINE FAIR AND REASONABLE COMPENSATION AND BENEFITS. ANNUAL REVIEWS ARE CONDUCTED BY SUPERVISORS FOR ALL STAFF. COMPENSATION IS APPROVED BY MANAGEMENT, WITH DIRECTION FROM THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND SETS MERIT INCREASES FOR THE FISCAL PERIOD DURING THE BUDGET APPROVAL PROCESS. COMPENSATION FOR THE CEO AND ANY BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE ON THE MISSOURI SECRETARY OF STATE WEBSITE. FORM 990, PART XI, LINE 9: RECOVERY OF UNCOLLECTIBLE PLEDGES 46,540. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR SELECTION OF THE INDEPENDENT ACCOUNTING FIRM AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT. THE COMMITTEE MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, BUDGETS, FORECASTS, AUDIT REPORT, ETC. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.