Jefferson Center 2021-22 FY Annual Report

ANNUAL REPORT

COMMITMENT AND CLARITY

A MESSAGE FROM THE EXECUTIVE DIRECTOR

EXTRAORDINARY

YEAR OF GIVING CELEBRATING TREMENDOUS SUPPORT WELCOME BACK

THE RETURN OF LIVE MUSIC IN OUR HALLS COMMUNITY SUPPORT SHINES THROUGH A

2021-2022

Shemekia Copeland Shaftman Performance Hall April 22, 2022

OUR VISION

Jefferson Center is committed to providING broad access to inspirational performing arts experiences, transformational arts education opportunities, and vibrant community space.

BOARD OF DIRECTORS CURRENT FISCAL YEAR

OFFICERS DIRECTORS

Whit Ellerman Owner, Cardinal Bicycle Officer – Chair

Richard Socha-Mower Chief Lending Officer, Member One Federal Credit Union Officer – Vice Chair

Mark S. Lawrence Vice President - Governmental And External Affairs, Carilion Clinic Officer – Treasurer

Sharon Burnham

Asst. US Attorney, retired Officer – Secretary of the Board

DIRECTORS EMERITUS

Warner Dalhouse Board Member – Hometown Bank

Helen Fitzpatrick Community Leader

Greg Brock CEO, Firefli

Bo Frith Attorney, Frith, Ellerman, & Davis

Anne Jenkins Customer Communications Manager, Kroger

Nathan Kerr Vice President, Scott Insurance

Todd Leeson Partner, Gentry Locke Attorneys

Liz Long Editor, The Roanoker, Virginia Travel Guide, Bridebook

Rob Mangus Senior Vice President, Pinnacle Bank

Bryan Musselwhite Senior VP, Poe & Cronk

Susan P. Frantz President/Owner, Personal Best, Inc.

Edwin C. Hall Hall Associates, Inc.

Marc Nelson Economic Development Manager, City of Roanoke

Dr. Michael Nussbaum

Senior Vice President and Chair of Surgery, Carilion Clinic

Waid Powell Realtor, Wainwright & Co. REALTORS

Malcolm Quigley Lead, Strategic Partnerships, Population Services International

Dan Summerlin, Attorney, Woods Rogers

Marjorie Tenzer

Vice President, IBM, retired

Sam Worthington

Vice President of Digital, Roanoke Times

Heidi Krisch Community Leader

Tyler Pugh Community Leader

COMMITMENT

CLARITY

The performing arts industry was one of the hardest hit by the pandemic, with theaters, concert halls, and other performance spaces forced to close their doors for extended periods of time. As the world began to slowly recover from the pandemic, there was an opportunity to rebuild and celebrate Jefferson Center like never before.

We entered into a strategy planning process that is helping us define the next 3-5 years of our effort to meet our mission. This work helped us redefine our values and focus on areas of opportunity and change with a commitment to live out our vision of ensuring a culturally enriched community.

We know that opportunities to congregate were deeply missed and we took the responsibility of gathering seriously both from a safety and quality perspective. We focused on what we could do to help manage the risks of concert settings and other gatherings while also acknowledging the challenges that many faced in overcoming their own fears. In committing to a major project to replace our main air handler, we furthered our value of caring for people and caring for their safety in our hall.

Equally important was the quality of what we booked for our comeback year. Every show was of the highest caliber and ticket buying was strong across the season. While the music industry had its own challenges, many of which will be more lasting than would be helpful, we worked to take risks where we could and limit risks where there wasn’t value for our community.

Although our concerts are a very visible part of what we do, we spent much more time assessing the capital infrastructure that we depend on for our work. Data will be forthcoming in FY23 that will clarify our capital needs and the realities of being a responsible steward of this important part of the cultural infrastructure in the City of Roanoke.

We are better positioned than ever to meet our aspirations. A solid and engaged board, a dedicated team, and a community that wants to see us succeed. This is what we are grateful for and we should all remain excited about what is next.

CYRUS PACE

EXECUTIVE DIRECTOR

WE ARE BETTER POSITIONED THAN EVER TO MEET OUR ASPIRATIONS.

“ “

A MESSAGE FROM THE EXECUTIVE DIRECTOR AND

WELCOME BACK

Jefferson Center’s 2021-2022 season marked a soul feeding return to live music for us and our eager patrons. We kicked it off right with a free outdoor concert by the super fun, ragtime/street-jazz group Tuba Skinny in downtown Roanoke’s Market Square. From there we welcomed superstar Béla Fleck back to the Shaftman stage with My Bluegrass Heart for a celebratory full house of music-lovers. The celebration continued just a couple days later when R&B Icon and seven-time Grammy winner Gladys Knight gave a spectacular, truly unforgettable performance.

After such a strong and vibrant start, the rest of the season followed suit as we worked with our artists and the community to feel out the best and safest ways we could continue to gather after a season of being apart. Through it all, we had jazz legends like Pat Metheney and Wynton Marsalis... more breathtaking bluegrass from Sam Bush... several Jazz Club shows which wowed with upcoming artists like Samara Joy

24 79 6,750 PERFORMANCES ARTISTS IN ATTENDENCE

and Joel Ross as well as established stars like Kat Edmonson...renowned singer-songwriter Anais Mitchell and her group Bonny Light Horseman... award winning fingerstyle guitarist Yasmin Williams... the powerful voices and theatre of Celtic Thunder... and more!

The 2021-2022 season was a brave, memorable, diverse and healing step back into the world of performing arts. We are so thankful for the amazing artists who were a part of it and for our faithful patrons who supported us with their encouragement and by filling our halls with cheers and applause once again.

JAMIE CHEATWOOD PROGRAMMING MANAGER

TUBA SKINNY - 8.20.21

BELA FLECK BLUEGRASS - 9.17.21

GLADYS KNIGHT - 9.19.21

BUSH/MARSHALL/MEYER/MEYER - 1.23.22

PAT METHENY - 2.5.22

YASMIN WILLIAMS - 2.18.22

ANAIS MITCHELL + BONNY LIGHT HORSEMAN - 2.23.22

CELTIC THUNDER - 3.3.22

SAMARA JOY - 3.19.22

THE JAZZ AT LINCOLN CENTER ORCHESTRA WITH WYNTON MARSALIS - 3.23.22

KAT EDMONSON - 4.8.22

JOEL ROSS GOOD VIBES - 4.14.22

SHEMEKIA COPELAND WITH SUGARAY RAYFORD - 4.22.22

GEORGE COLLIGAN TRIO - 5.20.22

JOEY DEFRANCESCO - 5.21.22

MARGARET GLASPY - 6.17.22

JEFFERSON CENTER 2021-2022

PERFORMANCE SEASON

BACK TO

SCHOOL

FY22 was a great step for the Harry and Lavon Webb Education Center as we returned to our regular programs and also expanded our offerings in the community. As school returned for the fall, there was still some hesitancy for students to return to in-person learning due to COVID-19. In order to still provide opportunities to students, the decision was made to take the opportunities of the Music Lab to the students. This decision led to the formation of one of our newest programs, Outreach Out Loud. This program has seen us work with students from Boys & Girls Club, West End Center, and Gainsboro Library.

Once the spring semester rolled around, students were more comfortable with being in person and our Music Lab space filled with students again. Students wrote, recorded, and performed together for the first time since the shutdown and this culminated in a performance in the Music Lab for friends, family, and the community. There was also a songwriting contest for the students and the winner was announced at this performance.

The year concluded with three separate, highly focused workshops. Jazz Institute ran in June, where sixteen teenage students came for an intensive week of confidence building training from five great jazz musicians with impressive pedigrees. Next, our Songwriting Camp with prolific songwriter Margaret Glaspy lead students through an in-depth look at the art and craft of songwriting. To finish the year, we brought back Beat Camp with Grammy Award-winning 808-Ray, where students got first hand experience and guidance from a highly successful professional of the music industry.

PLAYING HOST

DIFFERENT RENTAL VENDORS

78 DAYS 77 DAYS 24 DAYS 22 DAYS 15 DAYS 3 DAYS

While the Jefferson Center Presents’ Performance Season is one of the more prominent uses of our facilities, our mission is also lived out in playing host to both local and outside performing artists and organizations for a wide variety of events throughout the year. Whether it is a wedding, a graduation ceremony, a dance competition, or an international business meeting, the halls of Jefferson Center are always busy.

Virginia Children’s Theatre is one of many long-term community partners that rent Shaftman Performance Hall and Fostek Hall for their performances numerous times with over 20 days in Shaftman Performance Hall in the 21-22 fiscal year. Opera Roanoke, Roanoke Symphony Orchestra, and Roanoke Ballet Theatre also rent our facilities multiple times a season.

Goodwill returned to Jefferson Center in 2021 with half a dozen rentals for business meetings, large and small, in various spaces throughout the building.

Star Talent and Ultimate Starz are national dance competitions that choose to have their multi-day events on our main stage yearly in early spring. Local dance studios vie for space on our calendar for spring and fall for their rehearsals and recitals.

Virginia Tech Carilion School of Medicine have ongoing rentals of Shaftman Performance Hall for their Match Day, White Coat, and Graduation Ceremonies.

KIM BILLINGS DIRECTOR

OF OPERATIONS

Jefferson Center experienced an extraordinary year for charitable support in the 2021-22 fiscal year. Due to generous Cares Act funding, increases in individual donations, and a planned gift, our overall contributed revenue was three times the usual amount during a year when it was needed most. The majority of the increases were restricted to areas designed to sustain our ability to successfully recover from the pandemic, in essence offsetting the reduced revenue streams that still lingered in tickets sales and event rentals. Additional funding allowed us to attract and retain talented, professional staff, curate a robust schedule of performances, and provide ongoing exceptional educational opportunities for students through onsite programming and new outreach opportunities. These strategic investments allowed us to comeback stronger than ever and create extraordinary experiences for patrons, students, art partners, resident tenants, and the community at large.

On behalf of Jefferson Center’s entire team, we are grateful to the more than 500 donors, 50 sponsors, and 10 grantors who generously contributed to a stellar year of performances by award-winning artists and one-of-a-kind cultural opportunities offered through Jefferson Center Presents and the Harry and Lavon Webb Education Center, respectively.

KIM TURNER SENIOR DIRECTOR OF DEVELOPMENT

EXTRAORDINARY

YEAR OF

GIVING

DONORS SPONSORS Grantors 500+

50+ 10+

$323,561.10 IN DONATIONS

$108,160.00 IN SPONSORSHIPS

$1,273,069.80 GIVING IN TOTAL

$841,348.70 IN GRANTS

GENEROUS ESTATE GIFT EXPANDS

MUSIC LAB OUTREACH AND TECHNOLOGY

Thanks to a generous bequest from the Estate of Barbara Lee Coffey, Jefferson Center has created the Coffey Haus, a new video recording studio in the Music Lab where students can make professional-grade videos of their songs for uploads and distribution. Coffey’s gift has also allowed us to double the number of students in Outreach Out Loud, which currently benefits over 100 area students.

GATHERING TOGETHER

As gathering restrictions eased, Jefferson Center began to host special gatherings for donors throughout the year as a way to connect and celebrate what we are able to do together to advance arts and culture in our region. We launched the year with a Season Celebration Party prior to Gladys Knight’s performance followed by the First Annual Fall Alumni and Family Gathering. We also hosted a spring Patron Appreciation Party prior to Wynton Marsalis’ performance, a Behind the Scenes Tour with Cyrus Pace, Executive Director, and a Sponsor Appreciation Reception

A breath of

Jefferson Center was able to install a new HVAC unit that allows for 100 percent fresh air return in Shaftman Performance Hall. This upgrade provides a safer environment for patrons and performers and allows for greater energy efficiency.

We are thankful to the following funders whose generosity helped to make this huge undertaking possible!

City of Roanoke through the American Rescue Plan

Marietta McNeil Morgan & Samuel Tate Morgan, Jr. Trust, Bank of America, N.A., Trustee Wells Fargo Foundation

THANK YOU 2021-2022 ANNUAL DONORS

Special appreciation is extended to the following annual campaign donors for bringing Jefferson Center’s mission to life through their generous financial support received from July 1, 2021 through June 30, 2022.

DIRECTOR’S CIRCLE

The Director’s Circle recognizes the special generosity of donors who provide leadership giving that allows Jefferson Center to consistently present high-quality programs and transformative experiences for diverse audiences.

VISIONARY

Janice Fostek

CIRCLE ($25,000+)

PLATINUM CIRCLE ($10,000 – $24,999)

Ceres Foundation Inc.

Tom and Mary Evelyn Tielking

GOLD CIRCLE ($5,000 – $9,999)

Dr. Timothy Andriano

Anonymous (3)

Berkshire Charitable Foundation

George and Katherine Clemo

Community Foundation Serving Western Virginia

Elbert H., Evelyn J., Karen H. Waldron Charitable Foundation

Dr. and Mrs. Paul Frantz

Howard and Tracy Shumate

Ms. Suzanne W. Thorniley

Anthony and Gerald E. Wade

Ms. Karen H. Waldron and Mr. Shawn Ricci

Mr. Edward Walker

SILVER CIRCLE ($2,500 – $4,999)

Alvin B. Fink Memorial Fund

Greg and Donna Brock

Fidelity Charitable

Mr. and Mrs. Heywood Fralin

Edward and Jeecy Goyette

Mrs. Laura Logan Logan III Charitable Fund

FRIEND ($500 – $999)

Anonymous (2)

Mr. Lewis Bishop and Dr. Rita Bishop

The Blackbaud Giving Fund

C.D. Cress Financial Services, LLC

Fred Carlisle

Ms. Dotsy Clifton and Dr. Lewis Singer

Dr. William and Mrs. Linda Deyerle

Dr. Antonio T. and Mrs. Marilyn Donato

John and Hoye Duckworth

Mrs. R. W. Gandee

Catherine and Brad Greenberg

Tim and Phyllis Isaacs

Ms. Gayle Keith

Mr. and Mrs. Mark Lawrence

BRONZE CIRCLE ($1,000

Anonymous (2) Warren Bickel

Blue Cow Arts

Peter and Christine Brinckerhoff

–

$2,499)

Ms. Sharon Burnham and Mr. Joseph Mott

Mr. Shawn A. Carpenter

Ms. Meredith Coleman

Mr. Thomas W. Crawford, ‘62

Barbara and Warner Dalhouse

Dr. Kevin F. Ducey and Dr. Minh-Chau Dang

Mr. Thomas Davis

Chuck and Linda Eanes

Mr. and Mrs. William Elliot

Trista and William Farrell

Farrell Foundation

Beverley and Shirley Fitzpatrick, Jr.

Ms. Katherine Fralin

J. Spencer and Joy Frantz Donor Advised Fund of Community Foundation Serving Western Virginia

Bo and Krista Frith

Henry Schaefer Family Foundation

Ms. Anne Jenkins

Ms. Lucinda Jennings

Mr. George A. Kegley

Nathan and Angela Kerr

Ms. Verlyne Simmons Key

Mr. Jack Loeb and Ms. Heidi F. Krisch

Anna and Tom Lawson

Mr. Bill Lester

Mr. and Mrs. Ed E. Lunsford

Tom and Cindy Mohr

Mr. and Mrs. Bryan Musselwhite

Drs. Michael and Sue Nussbaum

Richard Zue and Mollye Otis

Cyrus and Amber Pace

Jeanne and Bob Pitner

Mr. and Mrs. William Poe

Dr. Sue Ellen and Mr. John Rocovich

Pat and Donna Sams

Cynthia and Henry Schaefer

Harry and Penny G. Schwarz Gift Fund

Mr. and Mrs. Richard Socha-Mower

Ms. Lesleigh B. Strauss

Clyde Stump

Drs. Marc and Cathy Swanson

Mr. and Mrs. Joel Tenzer

Ms. Marjorie Tenzer

Dr. and Mrs. Bruce R. Thomas

Alan and Kim Turner

Ms. Katie Wallace

Mr. and Mrs. J. David Wine

Scott and Bonny Winter

Mr. and Mrs. Allen Wirt

Mr. Walt Young

DUET ($250 – $499)

Dr. and Mrs. Lee Learman

Tony and Gini Lefkowicz

Mr. Donald McBroom

Mr. Harry Montoro

Mr. and Mrs. Marc Nelson

Lowell Inhorn And Cynthia Petzold

Malcolm Quigley

Robert Reuter and Katherine DownsReuter

Dan and Laura Summerlin

The Anne Armistead Fund

Vanguard Charitable

Mr. and Mrs. Jan Wright

For more donor levels, please visit our website at www.jeffcenter.org/donors Every effort has been made to ensure that our list of donors is correct. If there are any errors, please accept our sincere apologies and inform our offices at (540) 685-2304.

Anonymous

Jule and Jim Atkinson

Judy Bates

Chan and Kae Bolling

Ms. Christy Brown

Steve and Debbie Cates

John Conley

Justine Crowley

Mr. Patrick Dixon

The Evelyn Fishburn James Foundation

Ray and Terri Ferris

Gregory and Marie Ganiel

Mr. and Mrs. Ray Garland

Danny Gilbert

Greg and Michele Haley

Edwin C. Hall

Mr. William Hamilton

Dr. and Mrs. Ronnie Hilton

Jeff Midkiff and Melissa Hudson

Ms. Annie Schultz

Mr. James Jonas

Anita Kablinger

Philip and Leah Katz

Mr. and Mrs. Kenneth C. Laughon

Rick Lewis, Jr. and Megan McKewan

Kirk and Sarah Ludwig

Gordon Marsh

Teresa and Adam Mastrangelo

Ms. Susan McCrea

Thomas Palmer

Paul Bunyan’s Tree Service, Inc.

Joseph and Christine Poarch

Charles and Susan Ryan

Scallorns Family Foundation

Julie A. Drewry and Lee Slover

Mr. Robert Spiers, Jr.

T. Rowe Price Charitable

Mr. and Mrs. Swen Thompson

Mr. John Whittle

Mr. and Mrs. W. Lee Wilhelm III

Ms. Janice Wright

Mr. and Mrs. Gene Yagow

TRIBUTE GIVING IN HONOR OF:

Sharon Holt Barbour

Dian Tapscott

Helen Ewald, Jefferson High School Class of 1934

Francis and Helen Ewald Family

Charitable Fund

John Warner Allison

Mr. and Mrs. Charles Julg

Betty Jean Arthur, Class of 1960

Roger W. Foutz

Eddie Cecil Baldwin

James and Noel Cosby

Helen Fitzpatrick

Emily and Brooke Mallory

Susan and Paul Frantz

Ms. Dotsy Clifton and Dr. Lewis Singer

Judy Harrison

Ms. Donna Littlepage

Blues Great BB King and Civil and Human Rghts

Greats: M.L. King, Jr. and Malcolm X

John and Jean Hitchins, Jr.

Charles Boswell

Mr. and Mrs. Rodney Phillips

Class of 1960 Friends

Ms. Elaine Caudill

Malcom Graham Davis

Ms. Norma Lou Davis

Roger and Glendy Nichols

Mr. Charles Nichols

Cyrus Pace

Mr. Lewis Bishop and Dr. Rita Bishop

George and Katherine Clemo

Ms. Judith Pace

Jacob Doss

John and Chastity McBroom

Norma Jennings Fisher, JHS ‘41

Judy Bates

Judge Beverly Fitzpatrick

Beverly and Shirley Fitzpatrick

Mr. Jack Loeb and Ms. Heidi F. Krisch

Elizabeth Gilbert

Rick Lewis, Jr. and Megan McKewan

Kathy Patten

Tiffany Rawling

Janice and Rod PhillipsClass Year 1964

Nick and Ahwanda Jamison

Anne M. Stone ‘25

Frederick and Marjorie Stone

Richard Greenberg

Philip and Leah Katz

Patricia Long Huffman ‘50

Mr. M. Richard Huffman

Lauren Joiner

Mr. and Ms. Edward J. Machado

Evelyn Marie Mitchell

Frankie and David Robbins

Raymond Mortara

Ms. Katherine Mortara

Maury Lee Strauss

Ms. Lesleigh Strauss

The Class of 1947

Mr. and Mrs. Ed E. Lunsford

The Family of Sally and John Ewart

John and Sally Ewart

My Parents and My Special Cousin

Ms. Doris Simpson

Irvin Dosser Nichols

James and Noel Cosby

Frances Hall Shaver ‘57

W. Elliott Shaver

Jerald R. White, Sr.

Mr. Robert Spiers Jr.

2021-2022 SEASON SPONSORS & GRANTORS

Extraordinary partnerships create extraordinary performances

COMMUNITY

SUPPORT SHINES THROUGH

The Jefferson Center (JC) financial results for 2022 show the significant community support which makes up 71% of the total support and revenues. The pandemic certainly impacted results and provided opportunities through federal funding with the Payroll Protection Plan, Shuttered Venues Operators Grant, the RebuildVA! Grant and Roanoke American Rescue Plan Grant. These funding sources provided support so that the Jefferson Center could continue to provide jobs and to provide a performing arts facility that serves as a stage for world class performances for both national and local groups.

Even with this support, the local community continued to support our programs through generous giving, the purchase of tickets, and rentals of our facilities. The expenses demonstrate effective use of resources to provide quality and valued performances and spaces with 88% directly funding programming. The Net Change in Assets declined by $386k. The large building improvement investment from the 1990’s and early 2000’s created a significant depreciation expense in 2022 of $569k, which the foundation was not able to fund through operational activities. The allocation of such cost across the years, in private businesses, normally funds future capital to maintain the building facility asset. However, with renovated and historical buildings that is not the case.

And finally, cashflow from operations inclusive of the grants and reopening of our operations earned revenues provided positive cash flow of $455k for the year which will be utilized in future periods. For a full review of the JC financial position, audited financial statements can be requested through our administrative office.

JOHN BINGHAM SENIOR DIRECTOR OF FINANCE

SUPPORT & REVENUE

2020-2021 CONTRIBUTIONS

FEDERAL, STATE, LOCAL GOVERNMENT GRANTS

(Including City of Roanoke, SVOG, State of Virginia)

PRIVATE/CORPORATE FOUNDATION

DONATED SERVICES & MATERIALS

FREE USE OF FACILITIES

SPECIAL EVENTS

GAIN FROM RETIREMENT OF DEBT PROGRAM REVENUE

TOTAL SUPPORT & REVENUE:

FUNCTIONAL EXPENSES

PROGRAM SERVICES

ADMINISTRATIVE FUNDRAISING

TOTAL FUNCTIONAL EXPENSES:

2020-2021

$4,272,057

The Functional Expenses above include a noncash entry for depreciation expense of $569,546 for 2022 and $573,351 for 2021 primarily related to the renovation of the Jefferson Center building.

Free Use of Facilities amounting to $1,662,018 is recorded in both revenues and program expenses to report the market value above the lease payments to the City of Roanoke for the current year. See the Jefferson Center’s Audited Financial Statements for comprehensive financial information.