FORT CALGARY
2012 ANNUAL REPORT
Table of Contents
Chairman and CEO Report / Board of Directors
3
Business Plan - Year in Review
4-8
Donors / Gifts in Kind
9
Sources of Funding
10
Financial Statements 11-12
Fort Calgary’s Brand Fort Calgary is the symbolic heart and hub of the community. From its majestic and sweeping vantage point, Fort Calgary represents the actual genesis of the city that surrounds it today. It is the authentic lens through which Calgary’s history is interpreted and presented to frame the values, codes of conduct and distinctive character that spread into every facet of today’s society, culture and commercial development. For those who cherish the significance of authenticity and the relevance of roots, “The Fort” is the enduring opportunity to understand, touch and experience the birthplace of Calgary’s character, spirit and deeply enshrined values.
“
Re-herd installation
I loved the combination of hands on learning experiences to complement our curriculum. Our students were engaged and had fun! - Grade 4 teacher after her first visit to Fort Calgary
”
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Chairman and CEO Report On behalf of the Fort Calgary Board of Directors and staff we are pleased to present the 2012 Annual Report and Financial Statements. In 2012, Calgarians celebrated the 100th anniversary of the Calgary Stampede and Calgary became Canada’s 2012 Cultural Capital. During this celebration year, Fort Calgary felt it was important to remember the Blackfoot culture that thrived here for thousands of years - long before the arrival of the North West Mounted Police and the Calgary Stampede. In partnership with Calgary 2012, Fort Calgary’s 2012 temporary exhibit “Before the Stampede – Calgary’s Cultural Context” examined the slaughter of the Plains bison through the art of Blackfoot artist, Adrian Stimson. A key element of the exhibit was the highly successful Re-Herd installation which invited visitors to paint over 5,000 miniature cast bison and place them on a map of Alberta. In 2012, in partnership with the Calgary Municipal Land Corporation, the RiverWalk through Fort Calgary was completed and construction began on the 6th St. S.E. edge and the Bow River Bridge. Plans are under way for a traverse across the Elbow River that is scheduled for completion in 2013. These are key elements of the Fort Calgary Master Plan and we are grateful to the Calgary Municipal Land Corporation for their continued support. Our common vision ensures the protection, use and understanding of Fort Calgary’s significance in the evolution of Calgary. On Canada Day 2012, the Government of Canada announced a $4.0M contribution to Fort Calgary’s MAKE History Capital Campaign. The Campaign is proceeding well and the first phase of the project has been approved for construction in 2013. When complete all of these improvements will position Fort Calgary as a major park, accessible to all Calgarians, in the newly revitalized East Village. Fort Calgary’s future is exciting and bright. Our success is the result of our supporters, partners, volunteers, fellow Board members and staff. We are very proud and honoured to be part of such a dedicated and committed group of people.
Jack Marshall, Q.C. Chairman Fort Calgary Preservation Society
Board of Directors 2012 Executive Committee Jack Marshall Wilf Gobert James Elliott Cecilia Gossen Chuck Meagher
Chairman Vice-Chairman Treasurer Secretary Past-Chairman
Directors Grant Borbridge Klaus Gerhardt Jack Lee-Knight Vic Kroeger Patrick Webb
“
Yours truly,
Jack Marshall
Summer camp
Director Director Director Honourary Honourary
The students loved dressing up and being different characters. – Grade 2 teacher
The programs are so well planned and organized – lots of hand-on activities! - Grade 1 teacher
Sara-Jane Gruetzner
Sara-Jane Gruetzner President & CEO
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The children loved putting on the caps so that they could feel what it was like to be a member of the NWMP. Well done! – Grade 2 teacher
”
Business Plan - Year in Review 2012
Fort Calgary’s Mission To create a place where people and history intersect to rebuild Fort Calgary as the historical centre of Calgary. The Fort Calgary Business Plan includes six goals that work together to accomplish Fort Calgary’s mission. The 2012 Annual Report summarizes our achievements relative to these six goals.
GOAL
1
To create a ‘sense of place/home’ for all Calgarians.
Fort Calgary is Calgary’s birthplace. It is Calgary’s only historic site with national, provincial and municipal heritage designation. Our goal is to raise Calgarian’s awareness about Fort Calgary and to make them understand the significance of Fort Calgary in their community. Ultimately, it is a place where Calgarians will come for all kinds of reasons: educational, social, recreational and business. They will leave feeling that they understand, respect and belong to Calgary. Before the Stampede - Calgary’s Cultural Context exhibit.
In 2012 Fort Calgary...
• C elebrated the 11th anniversary of the Barracks building which has facilitated thousands of school programs, thousands of Food & Beverage functions and numerous travelling exhibits.
• Hosted Winter Carnival – a free family event –attended by over 2, 000 people. • Presented school programs to 12,544 students.
• Hosted Canada Day, a free family event for over 15,000, including a free pancake breakfast for 2,000 and complimentary all-day family activities. • P artnered with the National Music Centre to showcase local musical talent on Canada Day.
• 1 , 882 students (15%) participated in the school programs through Fort Calgary’s Equal Access Program. • 1 3 volunteers contributed 334 hours of volunteer service to the Education Programs.
• Partnered with East Village to present the Canada Day Street Fair.
• C ontinued to operate the school program at full capacity and with a wait list.
• Hosted Heritage Day in partnership with the Chinook Country Historical Society which included a presentation by Blackfoot artist Adrian Stimson.
• C ontinued the Junior High Program and maintained 2011 attendance numbers. • I ncreased visibility in the community: over 30% of the teachers indicated it was their first visit to Fort Calgary.
• Hosted X-Fest, which connected 20,000 young adults to Fort Calgary. • Hosted Alberta Culture Days in combination with Doors Open YYC. • Attracted 60 local artisans to Fort Calgary’s Annual Artisan’s Fair. • C ollected food and cash donations on November 11 for the Veterans’ Food Bank. • Donated to community and corporate fundraisers providing over 2000 passes and 13 gift baskets. • Staged the horse form-up for the Stampede Parade. • C ompleted a dray wagon reconstruction with the History in the Making Volunteers for entry into the Stampede Parade. • O ffered free admission to 245 seniors during Seniors Week (June 2-10). • P artnered with the City of Calgary to host 165 seniors on Seniors Day (June 4). • O ffered free admission on Heritage Day to all visitors – over 800 guests.
• Offered three education program days to home-school students. • Distributed resource kits to 45 classrooms – an increase of 28.6%. • P artnered with Enbridge Inc. to maintain and expand our excellent volunteer program. • W elcomed 204 volunteers who contributed 4,785.30 volunteer hours. • C elebrated our volunteers at our annual Volunteer Recognition Event. • O ffered the community a diverse and wide range of volunteer opportunities. • F ostered volunteer partnerships with the RCMP Veterans, Youth Volunteer Corps, Community Neurorehab Services and Jack James High School. • Maintained partnerships with the Alberta Museums Association and Volunteer Calgary.
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Business Plan - Year in Review 2012 - continued • D elivered over 50 summer camp programs to local children and community groups.
• W elcomed 22,488 visitors to the Interpretive Centre; 15,671 Calgarians, 4,061 travelers on bus tours and 13,251 walk-in tourists.
• Enbridge Inc. – Volunteer Program • Suncor Energy Foundation – Community Garden Program and Harvest Dinners
• Penn West Exploration – Operating Assistance and MAKE History Capital Campaign
• Nexen - MAKE History Capital Campaign
• Downtown Rotary – Stampede BBQs
• Chinook Country Historical Society – Heritage Day
• Calgary Horticultural Society – Garden Show and Community Garden Network Participation.
• Hosted visitors from across Canada and 95 countries around the world. • Shared our history with Fort Calgary Preservation Society members. • Partnered with the Calgary Stampede School to host students for a specialized First Nations and bison-themed educational program.
• C urated and produced “Before the Stampede: Calgary’s Cultural Context”, a temporary exhibition in partnership with Calgary 2012, the Alberta Society of Artists, and Blackfoot artist, Adrian Stimson.
• W elcomed numerous corporate and community sponsors and partners:
• Encana – School program and MAKE History Capital Campaign • Alberta Museums Association – Operating Assistance • Young Canada Works Program, Canadian Museums Association and Alberta Government STEP Program – Summer staffing
GOAL
2
• I n association with Suncor Energy Foundation, hosted 2 community dinners for 600 + neighbourhood shelter residents.
ort Calgary will be a place that provides quiet, reflective, meaningful experiences F in contrast to an increasingly rapid, complex, technological and fragmented world.
In 2012 Fort Calgary... • C ompleted the agreement negotiation process with The City of Calgary with a focus on preserving and protecting the past, present and future of Fort Calgary. • Fulfilled our stewardship role and obligations. • Hosted a Remembrance Day ceremony. • Cultivated Fort Calgary’s award winning Suncor Energy Foundation Heritage Garden Program. • Produced and donated 1,752 lbs. of vegetables to Women’s Centre - Bridgeland, the Alexandra Health Centre “Spinz Around” Food Hamper Program, the Meow Foundation, Inn from the Cold, the Mustard Seed, Soup Sisters, and the Doorway.
“
• Grew the award winning Deane House garden. • Enhanced the prairie garden. • Continued implementation and promotion of the Fort Calgary Master Plan. • Developed and delivered on our high-quality operation and maintenance standards. • Continued to offer family oriented programming. • Over 250,000 people travelled through Fort Calgary on the regional pathway. • Over 36,500 people used Fort Calgary for a variety of informal activities, kite flying, sketching, bootcamps etc.
• Fort Calgary’s staff was well beyond accommodating and pulled off nothing short of a miracle. • Thank you so much for the great event at the Deane house. I heard from several guests it was the best event they had attended. • I wanted to send a huge thanks for an excellent gluten free lunch - I felt like a real person (not one with food sensitivity) which was a real treat. –F&B Clients
”
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Business Plan - Year in Review 2012 - continued
GOAL
3
To achieve cultural, financial and environmental balance while respecting Fort Calgary’s values. Fort Calgary’s biggest challenge is to achieve financial stability while maintaining the mandate to interpret Fort Calgary’s history. The mandate to generate revenue is not at the expense of fulfilling our mission.
In 2012 Fort Calgary... • • • • • • • • • • • • •
Maintained the business model which integrates all aspects of Fort Calgary’s mandate and is focused on achieving financial sustainability. Secured federal grants to host Canada Day. Continued fundraising for Fort Calgary’s MAKE History Capital Campaign. Secured the Federal Government commitment to the campaign - $4.0 M Promoted integrated visitor experiences, lunches, bus tours, dinners and interpretive tours. Catered to over 52,000 guests in the 1888 Barracks; 985 breakfasts, 22,752 lunches and 28,355 dinners. Hosted over 1,100 meetings in the 1888 Barracks. Hosted 4,500 people at Fort Calgary’s infamous Deane House Murder Mysteries. Hosted over 12,500 people at meetings, lunch, brunch and special events at the Deane House. Celebrated the highest revenue year for the Barracks Operation. Celebrated the second highest Food & Beverage year for Fort Calgary. Continued a volunteer woodworking program to craft gift shop items. Continued to foster community partnerships – See Goal One.
Community garden volunteer.
“
A Few Quotes from our Visitors: • Glad we came - a ‘hidden gem’ in our backyard. (Calgary) • Brilliant, thanks for being so welcoming. (UK) • Made us proud! (Calgary) • Most fun, wonderful to meet the mounties and welcoming staff. (England) • Our grandchildren loved all the things they could experience! Hands on is wonderful. (Canada) • Outstanding exhibition, best I’ve seen. (USA)
”
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Business Plan - Year in Review 2012 - continued
GOAL
4
To highlight the Past (1875 - 1914), Present, and Future of Calgary.
Fort Calgary’s mandate prior to the 2004 - 2006 Business Plan focused on the history of the North West Mounted Police and the early history of Calgary. Fort Calgary’s mission now includes the present and future of Calgary. Fort Calgary will continue to develop a deeper understanding of Calgary’s history but will also look at current and future issues that impact Calgary.
In 2012 Fort Calgary... • O ffered 12 different education program options plus 3 in-classroom resource kits. • Refined and implemented the Fort Calgary brand. • Worked with numerous clients who use Fort Calgary to discuss current and future issues related to Calgary. • Participated in Calgary Teachers’ Convention. • Worked with Calgary Municipal Land Corporation to develop implementation plans for the development of the Riverwalk, Elbow River Pedestrian Traverse and 6th Street S.E. edges. • Participated in the St. Patrick’s Island Master Plan Steering Committee. • Increased the number of artifact records on Fort Calgary’s database program, allowing for improved access to the collection. • Continued to photograph the artifact collection.
GOAL
5
To play a role in the promotion of Fort Calgary as a player in the discussion and debate on current issues. Fort Calgary currently hosts many meetings, seminars and presentations on topics that impact Calgary.
In 2012 Fort Calgary... • F acilitated numerous public, private and non-profit sector functions focused on shaping the present and future of Calgary. • Evaluated and fostered Fort Calgary’s ongoing and proactive role in the discussion of Calgary.
“
I have found a lot of enjoyment from volunteering at events, and seeing particularly the young families coming to the Fort for the day. –Special Events Volunteer
”
Stampede Round-up 2012
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Business Plan - Year in Review 2012 - continued
GOAL
6
To show leadership while managing Fort Calgary’s changing roles, responsibilities and challenges. Public institutions, as reflections of cultures and communities, are constantly changing. Understanding and reflecting the needs of the community will help us to achieve our goals. Fort Calgary must be relevant to Calgarians in order to achieve sustainability. To remain relevant requires constant change in response to changing community and tourism demands, needs, and preferences.
In 2012 Fort Calgary...
• Actively participated in the Old Forts Trail (OFT) partnership. • Actively participated in Society of Educational Resource Groups (SERG); a Fort Calgary employee is the Professional Development Chair. • Actively participated in the Stampede Parade Committee. • Participated collaboratively with Calgary’s other civic partners. • Maintained a partnership with Calgary Attractions to promote Fort Calgary in conjunction with the other city attractions: Calgary Zoo, Glenbow Museum, Heritage Park, Lougheed House, The Military Museums, Calgary Stampede, etc. • Invested in our dedicated, enthusiastic and committed employees. • Invested in our dedicated, enthusiastic and committed volunteers. • Produced positive financial results. • Built on our year-round reputation as a tourism destination. • Attended the Alberta Museums Association Conference and the Canadian Museums Association Conference. • Developed and executed the first successful Doors Open YYC. Fort Calgary was instrumental in the initiation of this program. • Successfully nominated the RCMP Veterans’ Association for the Calgary Heritage Authority Lion Award. RCMP Veteran-Fort Calgary Volunteer
Congratulations to the RCMP Veterans, Patrick Webb, Bob Kells and James Armstrong on receiving the Queen II Diamond Jubilee Award
RCMP Veterans’ on Mountie Day
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Donors - 2012 Operating AND CAPITAL Fund
Donors - 2012 Operating and Capital Fund DONORS TO FORT CALGARY PRESERVATION SOCIETY 2012 Society Gifts PLATINUM DONORS - $100,000 and over
SILVER DONORS - $15, 000 - $24, 999
DONOR - $1,000 to $4,999
The City of Calgary
Government of Canada Calgary 2012
Clarence Patton Family
GOLD DONORS - $25,000 to $99,999 Enbridge Inc. Suncor Energy Foundation Province of Alberta Alberta Museums Association RBC Foundation
BRONZE DONORS - $5,000 to $14,999 Penn West Exploration Alberta Foundation for the Arts Canadian Museums Association
Donors - MAKE History Capital Campaign Fund
All Campaign Gifts to Dec. 31, 2012 PLATINUM DONORS - $100,000 and over Encana Corporation Nexen Inc. Penn West Exploration Province of Alberta, Major Community Facilities Program Government of Canada, Building Canada The City of Calgary GOLD DONORS - $25,000 to $99,999 David & Leslie Bissett Fund through The Calgary Foundation Enbridge Inc. Wilf & Marg Gobert Jack & Carol Marshall Chuck Meagher Ruth Barker SILVER DONORS - $15,000 to $24,999 BRONZE DONORS - $5,000 to $14,999 FirstEnergy Capital Corp. Running Room Canada Inc. Sara-Jane Gruetzner Roy & Emma Wilson DONORS - $1,000 to $4,999 John E. Collins Louise Crane James Elliott Jewish War Veterans of Canada Marvel Miller Randall & Cecilia Gossen Victor Kroeger
Toby Lawrence (in recognition of Roma Macleod Lawrence) James T. (Terry) & Gayle McCoy Probus Club of Calgary Susie Sparks Joanne Steinmann Wellington West Capital
Jack & Ruth Lee-Knight (In memory of Charles Walter (Joe) Nolan), Eric Longeway (In memory of Charles Walter (Joe) Nolan), Richard Louie (In memory of John Ayer), H. David Matthews (In memory of John Ayer), Hugh McNally (In memory of Charles Walter (Joe) Nolan), Ron and Carol Moore, Larry J. Nicolay , E.J. Nolan (In memory of Charles
DONORS – under $1, 000
Walter (Joe) Nolan), P. Joan Nolan (In memory
Louise Aboussafy, Donna Alberts (In memory
of Charles Walter (Joe) Nolan), Orpha Parfett (In
of Charles Walter (Joe) Nolan), Joanne Alexander,
memory of Charles Walter (Joe) Nolan), Glen & Ruby
Lois & Thomas Andrew (In memory of Charles
Patterson (In memory of Charles Walter (Joe) Nolan),
Walter (Joe) Nolan), Gerald Blezy, Sheila Brew
William G. & May Ellen Pringle (In memory of John
(In memory of Charles Walter (Joe) Nolan), Ian
Ayer), RCMP Veterans’ Association - Calgary Division,
Brownlee, Calgary Winter Club, Cecilia Casey,
Read Jones Christoffersen Consulting Engineers,
Ed Chetner, Susan Church, Susan Cosgrove (In
G. Neil Reddekopp (In memory of Charles Walter
memory of John Ayer), Bruce E. Dunn, Dr. Maxine
(Joe) Nolan), Diane Reid, RioCan Management Inc.,
M. Elliot (In memory of Charles Walter (Joe) Nolan)
Hugh Alan Robertson, Sawgrass Investments Ltd. -
Donald & Christa Ellis, Donna Flotre, Sandra & Barry
John Collins, Walt Semenoff (In memory of Charles
French (In memory of Charles Walter (Joe) Nolan),
Walter (Joe) Nolan), Judith Gene Setrakov, Kathleen
Jean Genaske, Klaus & Sandra Gerhardt (In memory
& Vernon Smith(In memory of Charles Walter (Joe)
of Charles Walter (Joe) Nolan), Jim Glover, Dorothy
Nolan) , Nancy Jean Smith, Bernard J. Smyth (In
Gray (In memory of Charles Walter (Joe) Nolan)
memory of John Ayer), John Spearn, John & Linda
, Alvin Grier, Robert & Beverly Head (In memory
Stewart, Deanne E. Stout, Walter & Pearl Sultan
of Charles Walter (Joe) Nolan), Margolee Horn (In
(In memory of Charles Walter (Joe) Nolan), Rafael
memory of Charles Walter (Joe) Nolan), Leonore
Talavera (In memory of John Ayer), Roy & Janet
J. Hunt, M.E. James , Sharon Jankey (In memory
Taylor, Roy & Gladys Teske (In memory of Charles
of John Ayer), John & Edna Kenny (In memory
Walter (Joe) Nolan), The City of Calgary Aldermanic
of Charles Walter (Joe) Nolan), Mary & Raymond
Office (In memory of John Ayer), Unitarian Church
Kettenbach (In memory of John Ayer), Gerald L.
of Canada, Lyman E. Walker (In memory of Charles
Knowlton, David & Linda LaBarre (In memory of
Walter (Joe) Nolan), Patrick Webb, Janet Wetter
John Ayer), John D. Langenberger,
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Sources of Funding
Operating Revenue received in the year ended 2012 (Total Revenue of $1,745,597) Visitor Admissions 8%
Food & Beverage 17%
City of Calgary 53% Grants & Donations 11%
Education Programs 4%
Gift shop 1%
Other 1%
estimated bike path use: 250,000
Rental 5%
TOTAL VISITATION = 477,302 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0
school programs
special events public
special events private
visitor admission
park users
food & beverage clients
12, 544
26,450
41,000
22,488
36,500
88,320
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The Fort Calgary Preservation Society
Statement of Financial Position
As at December 31, 2012 with comparative figures for 2011
General Fund
CapitAl Fund
Endowment Fund
Make History Fund
TOTAL 2012
TOTAL 2011
Current Assets: Cash
$433,780
$-
$-
$-
$433,780
$427,888
Restricted Cash
226,563
88,728
6,476
Accounts Receivable
107,467
597
-
551,723
873,490
589,209
10,325
118,389
120,294
40,342
-
-
-
40,342
49,699
808,152
89,325
6,476
562,048
1,466,001
1,187,090
-
-
246,204
8,569,673
8,815,877
5,352,353
23,833
100,019
-
-
123,852
140,763
$831,985
$189,344
$252,680
$9,131,721
$10,405,730
$6,680,206
Accounts Payable
$289,179
$3,523
$-
$39,496
$332,198
$329,978
Deferred Revenue
82,106
-
-
-
82,106
107,335
371,285
3,523
-
39,496
414,304
437,313
23,833
100,019
-
-
123,852
140,763
Inventory
Restricted Marketable Investments (recorded at market value)
Equipment
Current Liabilities:
Fund Balances: Invested in Capital Assets Externally Restricted
-
40,102
252,680
9,092,225
9,385,007
5,663,781
Internally Restricted
226,563
45,700
-
-
272,263
267,448
Unrestricted
210,304
-
-
-
210,304
170,901
460,700
185,821
252,680
9,092,225
9,991,426
6,242,893
$831,985
$189,344
$252,680
$9,131,721
$10,405,730
$6,680,206
The Fort Calgary Preservation Society’s audited financial statements are available upon request. Please call 403.290.1875 or visit www.fortcalgary.com.
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The Fort Calgary Preservation Society
Statement of Operations and Fund Balances
Year ended December 31, 2012 with comparative figures for 2011 General Fund
Capital Fund
Endowment Fund
Make History Fund
TOTAL 2012
TOTAL 2011
$914,551
$914,551
$931,144
289,787
289,787
277,009
4,000,000
-
Revenue: City of Calgary Grant Food and Beverage (net) Government of Canada - Building Canada Plan
$4,000,000
Donations and Grants
197,126
293,579
435,972
Visitor Admissions
134,192
134,192
130,995
Rental
89,340
89,340
90,205
Education Programs
63,622
63,622
62,364
135,000
135,000
21,772
20,703
12,064
-
155,752
131,149
Life Cycle Maintenance Grant - City of Calgary
24,000
Gift Shop (net)
21,772
Insurance Reimbursement
$23,200
72,933
111,000 12,064
Interest Income
766
Gain on Sale of Marketable Investments Other
$320
4,370
150,616
4,733
18,927
23,660
175,571
11,207
14,356
$6,144,526
$2,404,468
$134,552
$126,188
$489,485
489,485
-
30,266
30,266
22,076
11,207 $1,745,597
$147,030
$9,423
$4,242,476
Expenses: Capital Development
$134,552
Consulting Fees Fundraising Administration Equal Access
10,000
20,000
$886,918
886,918
878,149
Administration
561,048
561,048
561,601
Utilities
164,892
164,892
150,994
Salaries and Benefits
Communications and Marketing
$10,000
69,813
70,125
29,542
35,191
10,887
10,887
15,101
8,590
8,590
9,745
"The Canoe" exhibit expenses
-
35,410
Loss on Sale of Marketable Investments
-
5,970
Amortization Volunteer Operations Education & Other
69,813 5,958
23,584
$1,708,106
$158,136
$10,000
$519,751
$2,395,993
$1,930,550
Excess (Deficiency) of Revenue over Expense
$37,491
$(11,106)
$(577)
$3,722,725
$3,748,533
$473,918
Fund Balances, beginning of year
423,209
196,927
253,257
5,369,500
6,242,893
5,786,975
$460,700
$185,821
$252,680
$9,092,225
$9,991,426
$6,242,893
Fund Balances, end of year
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Thank you for another great year
Fort Calgary, 750 - 9 Avenue SE, Calgary, Alberta www.fortcalgary.com 403.290.1875
