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HomeMy WebLinkAboutBpw-04-01-15-11 - Indiana Ballet ConservatoryRESOLUTION NO. BPW- 04- 01 -15 -11 RESOLUTION OF THE CITY OF CARMEL BOARD OF PUBLIC WORKS AND SAFETY ACKNOWLEDGING RECEIPT OF CONTRACT WHEREAS, pursuant to Indiana Code 36 -I -4 -7, the City of Carmel, Indiana ( "City "), is authorized to enter into contracts; and WHEREAS, pursuant to Indiana Code 36- 4 -5 -3, the City's mayor may enter into contracts on behalf of the City; and WHEREAS, pursuant to his authority under Indiana law, the City's mayor, the Honorable James C. Brainard, has caused to be signed the City contract attached hereto as Exhibit A (the "Contract "); and WHEREAS, Mayor Brainard now wishes to present the contract to the City's Board of Public Works and Safety for it to be publicly acknowledged, filed in the Clerk- Treasurer's Office, and made available to the public for review. follows: NOW, THEREFORE, BE IT RESOLVED by the City of Carmel Board of Public Works and Safety as 1. The foregoing Recitals are incorporated herein by this reference. 2. The receipt of the Contract is hereby acknowledged. 3. The Contract shall be promptly filed in the office of the Clerk- Treasurer and thereafter made available to the public for review. 1 SO RESOLVED this day of A ?f ti . 2015. CITY OF CARMEL, INDIANA By and through its Board of Public Works and Safety BY: Mary Ann urke, e bej Date: / ' /1/45" Lori Si Watso' Member Date: Y / , Di. na Cordray, IM A, Clerk, 1 'reasurer Date: 1� SAE BasslMy Documents\ BPW- Resolutions12015 \INDIANA BALLET CONSERVATORY Resolution- Acknowledge Arts Grant Program Agreement - 2015.docx3/1g,20151:01 PM ARTS GRANT PROGRAM AGREEMENT This Grant Agreement (herein referred to as "Agreement ") entered into by and between the City of Carmel (the "City ") and 1 ND iktIN nJA ;q-iDL (the "Grantee "), is executed pursuant to the terms and conditions set forth herein. In consideration of those mutual undertakings and covenants, the parties agree as follows: 1. That on behalf of Grantee, a not - for - profit corporation, I,j C,Of\ an authorized representative of Grantee, have applied for a City of Carmel ( "Grantor ") Arts Grant, said application attached hereto and made a part hereof as Exhibit "A." 2. Grant Agreement. The City, after review and recommendation by the Mayor and by the City Council, agrees to grant $ 18 , 6 0 0 . 0 0 to the Grantee for the eligible costs of the project (the "Project ") or services as described in Exhibits "A" and "B" of this Agreement. The funds shall be used exclusively in accordance with the provisions contained in this Agreement. 3. Design and Implementation of Project. The Grantee agrees to use any and all grant funds in accordance with the proposal contained within this agreement and any documents attached to this Agreement, which are incorporated by reference. 4. Warranty of non - profit status. Grantee hereby represents and warrants that it is a not - for -profit entity with a determination letter from the Internal Revenue Service declaring that it is exempt from Federal income tax. 5. Payment of Grant Funds by the City. The payment of this Grant by the City to the Grantee shall be made in accordance with the following conditions: A. This Agreement must be fully executed and signed by both Grantee and Grantor. B. Grantee has attached all the following information, which it represents and warrants to be true and accurate, all which have been incorporated fully by reference: 1. An application and description of the proposed use of the grant funds (EXHIBIT A); 2. A budget for the calendar or fiscal year for which the grant is requested (EXHIBIT B); 3. Certified copies of incorporation as a not - for - profit corporation under state law (EXHIBIT C); 4. A not - for - profit application or determination letter from the U.S. Internal Revenue Service identifying that it is a not - for -profit corporation that is exempt from Federal income tax (EXHIBIT D); 5. Any audits, reviews or compilations available describing the financial condition of the Grantee, including most recent available IRS Form 990, and the attached Affidavit (EXHIBIT E); 6. A list of the Grantee's board of directors and officers listed (EXHIBIT F); 7. A Year End Report from the previous year IF Grantee received an Arts Grant from the City of Carmel in the previous calendar year, pursuant to paragraph 7 herein (EXHIBIT G). C. Any other grant conditions that City requires to be met by Grantee, specifically: 6. Grantor's right to request audit or review. Grantee shall submit to an audit or review by an independent Certified Public Accountant of funds at the City's request, and shall make all books, accounting records and other documents available at all reasonable times during the term of this Grant Agreement, and for a period of three (3) years after final payment of funds under this Agreement, for the purpose of an audit by the City of Carmel, the State of Indiana, or their designees. 7. Year end review. Grantee agrees to provide the City of Carmel a year -end report ( "Year End Report") for each year, describing how the grant was used and the impact of the dollars received. This Grant award may not exceed one third (1/3) of Grantee's combined contributed income, revenue of sales, and/or ticket revenue from the 2 previous year. If the Grant amount is in excess of sixty thousand dollars ($60,000.00), the Grantee agrees to provide, at Grantee's cost, a review or audit of the grantee. Said review or audit shall be performed by a Certified Public Accountant ( "CPA ") who is neither an employee of Grantee nor a member of the Grantee's Board of Directors, to be provided to the City of Carmel by March 31 of the following year. 8. Funding Credit. Grantee agrees to credit the City of Carmel in the printed materials associated with a funded program or project. The City of Carmel will supply, upon request, Grantee with the graphics /logos necessary for compliance. 9. Statutory Authority of Grantee. The Grantee expressly represents and warrants to the State that it is statutorily eligible to receive these monies and it expressly agrees to repay all monies paid to it under this Grant, should a legal determination of its ineligibility be made by any Court of competent jurisdiction. 10. Use of Grant Funds by Grantee. The funds received by the Grantee pursuant to this Agreement shall be used only to implement the Project or provide the services in conformance with the Budget and for no other purpose. If it is detei ined by the City that misappropriation of funds have occurred, the Grantee must return all funds received by Grantor and individuals who misuse Grant funds may also be subject to civil and/or criminal liability under Indiana or Federal law. 11. Employment Eligibility Verification. The Grantee affirms under the penalties of perjury that he /she /it does not knowingly employ an unauthorized alien. The Grantee affirms under the penalties of perjury that he /she /it has enrolled and is participating in the E- Verify program as defined in IC 22- 5 -1.7. The Grantee agrees to provide documentation to the City that he /she /it has enrolled and is participating in the E- Verify program. The City may terminate for default if the Grantee fails to cure a breach of this provision no later than thirty (30) days after being notified by the State. 12. Governing Law; Lawsuits. This Agreement is to be construed in accordance with and governed by the laws of the State of Indiana, except for its conflict of laws provisions. The parties agree that, in the event a lawsuit is filed hereunder, they waive their right to a jury trial, agree to file any such lawsuit in an appropriate court in Hamilton County, Indiana only, and agree that such court is the appropriate venue for and has jurisdiction over same. 13. Relationship of Parties. The relationship of the parties hereto shall be as provided for in this Agreement, and neither Grantee nor any of its compensated officers, employees, contractors, subcontractors and/or agents are employees of City. The 3 Grant amount set forth herein shall be the full and maximum compensation and monies required of City to be paid to Grantee under or pursuant to his Agreement. 14. Severability. If any term of this Agreement is invalid or unenforceable under any statute, regulation, ordinance, executive order or other rule of law, such term shall be deemed reformed or deleted, but only to the extent necessary to comply with same, and the remaining provision of this Agreement shall remain in full force and effect. 15. Entire Agreement. This Agreement, together with any exhibits attached hereto or referenced herein, constitutes the entire agreement between Grantee and City with respect to the subject matter hereof, and supersedes all prior oral or written representations and agreements regarding same. Notwithstanding any other term or condition set forth herein, but subject to paragraph 15 hereof, to the extent any term or condition contained in any exhibit attached to this Agreement or in any document referenced herein conflicts with any term or condition contained in this Agreement, the term or condition contained in this Agreement shall govern and prevail. This Agreement may only be modified by written amendment executed by both parties hereto, or their successors in interest. IN WITNESS WHEROF, the parties hereto have made and executed this Agreement as follows: kovoutr PoaLtEr 6 1--D\Y By: ( "Grantee ") Printed Name of Officer: bitliU.E i\11 C r..--.IA}J Title: 61\Adr S C4,-14110; Date: VI /1 5 BO W (f1Y- fJikt: to ) ATTEST: Date: 3/17/2015 CITY OF CARMEL ( "Grantor ") By: ars.k % James Brainard, Mayor Date: 3/17/2015 If you have any question concerning the City of Cannel's 2015 Arts Grant Program, grant writing, guidelines or application materials, contact: Sharon Kibbe, City of Carmel, One Civic Square, Carmel, IN 46032, Phone: 317 -571 -2483, skibberuscarntel.in.gov. 4 Exhibit "A" 9 An application and description of the proposed use of the grant funds Exhibit "A" An Application and Description of the Proposed Use of the Grant Funds APPLICANT: Name of organizati n: 1 JOI iA RA--1-1-1" COQ VA-T-0 Y Address: 2 9 Vu Telephone: ') i `1-- 9 V5 -2.... 3 Fax: Contact Person: CJ 11 i i Email: C -Av 11-4- 6 \ V'CfJPr - C=QiJe B 1/A- 7O-4 APPLICATION AMOUNT: $ /'6° Not to exceed 1/3 of previous year revenue /income DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS: ATM— By: Printed Name of Officer: Q. -fl Its.%-. MI LZ DEJ- -- ...s Title: -3 C'i ? -i tL; ( L D Q)F iii (U Date: 1 . I '3 --I (Additional pages may be added to Exhibit "A ") 5 ND A\AB CONSERVATORY Honoring Tradition. Inspiring innovation. Indiana Ballet Conservatory — 2015 Grant Application — Exhibit A Indiana Ballet Conservatory is a 501c3 not - for - profit organization situated in Carmel that is dedicated to supporting and furthering the arts through the teaching of dance and ballet, producing ballet productions and performances of dance and music including new choreography created by the Artistic Staff, and engaging in outreach to the artistically underserved through free performances, workshops and other events. IBC has three primary and complementary missions: - To provide premiere dance instruction to a growing community of youth through education of the highest excellence by unparalleled instructional methodology and renowned instructors; To provide professional performance opportunities for talented students that will reach an ever - broadening audience of those who appreciate art in Indiana; - To connect with the community through free performances and educational opportunities for everyone including the underserved, the elderly, and those with disabilities or special needs. IBC is the only organization in Indianapolis that meets certain specific dance education needs and it is the only dance school that provides community outreach and free performances to the extent that it does each year in Indianapolis and Carmel. IBC is the only ballet school in Indiana that exclusively teaches the Vaganova method of Ballet instruction, which is a unique method taught at the famed Vaganova Academy in St. Petersburg, Russia and passed down through graduates of the school, who include IBC faculty. IBC's instructors have qualifications to teach in this area that are not matched by any other school or instructors in Indianapolis. IBC, and its students, competing against other dance schools from Indiana and from across the country in international competitions such as the Youth America Grand Prix have won numerous awards, including Outstanding School, 1st place in Choreography, 1st place in Ensembles, and many 1st place awards in other categories. Attached is a copy of IBC's 2014 YAGP achievements. In addition, IBC is the only Indiana dance school that provides each year hundreds of free tickets to its performances to needy children with economic and medical challenges, distributed through local charitable organizations including the Gary Brackett Foundation, the Children's Bureau, and Gleaners. IBC makes a significant number of appearances throughout Carmel and Indianapolis each year to enrich and share the arts with the artistically underserved, and it is Page 1 of 3 also developing a program specifically to assist children fighting cancer through dance and music therapy workshops. This grant will enable IBC to continue providing unparalleled artistic instruction to Indiana dancers, to continue creating and sharing with the community dance productions of the highest caliber, and to share art with the artistically underserved throughout Indiana. Indiana Ballet Conservatory seeks a Grant in the amount of $75,000 to maintain and expand its arts programs. These funds would be spent in the following way: - Productions: 27% or $20,250 would be spent to support the costs associated with IBC's professional ballet productions, and the cost of creating new and innovative productions, including costs to upgrade or purchase new costumes and sets for IBC's productions. These funds would enable IBC to continue its efforts to share the beauty of traditional ballets and the excitement of new and innovative choreography with Indiana audiences, consistent with IBC's philosophy of "Honoring Tradition & Inspiring Innovation." As was the case during the 2014 Grant Year, IBC would allocate production funds from a Carmel Arts Grant to its Carmel performances only. - Scholarships: 13% or $9,750 would be spent to support scholarships for highly talented students at the Conservatory who are economically - challenged. These funds would enable IBC to keep very talented students who have developed through the Conservatory's training over the years and who show professional promise even when such student's family situation makes it difficult or impossible for them to continue paying tuition. Both the Conservatory and the student would benefit immensely in such cases by the continuity in training. - Faculty Compensation and General Operating: 40% or $30,000 of the funds would go towards Faculty Compensation and other operating expenses to enable IBC to continue its three -part mission including the provision of dance classes and Master Classes in Carmel and the development of its Carmel productions. IBC's Artistic Faculty is unparalleled anywhere in the Midwest in the scope of their performance careers, their academic training, and their results measured by choreography awards and the success of graduates of the Conservatory. (See Attached Faculty Bios). Notwithstanding their credentials, the small annual budget of IBC has kept Faculty salaries very low in relation to comparable professionals. These funds would enable IBC to retain its current quality Faculty which is a critical component of IBC's artistic value to the Carmel community. Page 2 of 3 Outreach: 20% or $15,000 would be spent in outreach, by providing access to IBC performances to children and families in need who are underserved artistically. The funds would cover the costs of tickets to productions and enable IBC to bring its art to students and members of the community in Carmel in a variety of venues. These funds would make a significant contribution to bringing the art of dance to those who might otherwise never have that introduction. IBC commits to using these funds for its Carmel productions and outreach to include and encompass Carmel families and children. Page 3 of 3 ,0CERS nFT 7„ d o I� Congratulations to Indiana Ballet Conservatory Students & Teachers! q. 14,1 tRIC • It is with great pleasure that we announce the results of the Youth America Grand Prix (YAGP) 2014 Indianapolis Regional Competition in which IBC took part this weekend at the IU Auditorium in Bloomington. YAGP is the largest student ballet competition in the world and its regional competitions in the United States and abroad serve as qualifying rounds for the international New York City Finals held annually in April. Forty -seven schools attended from as far away as Florida, Pennsylvania, North Carolina, and even Canada. The Indiana Ballet Conservatory took home several of the top honors at the Indianapolis regional competition, including the following: • Outstanding School (tied) - Indiana Ballet Conservatory • Outstanding Choreographer - Sergey Sergiev • 1st Place Ensembles (All Pieces) • 2nd Place Pas de Deux - Julia Rust & Kohlton Perdue • 1st Place Senior Classical (Women) - Olivia Behrmann • 1st Place Senior Classical (Men) - Glenn Kelich • 3rd Place Senior Classical (Men) - Mark Pecar • Top 6 Senior Classical (Men) - Sterling Manka • 1st Place Senior Contemporary (Men) - Mark Pecar • 2nd Place Senior Contemporary (Men) - Sterling Manka • 2nd Place Senior Contemporary (Women) - Olivia Behrmann • Top 6 Senior Contemporary (Men) - Glenn Kelich • Top 12 Senior Contemporary (Women) - Lily Wessel • 1st Place Junior Classical - Julia Rust • 3rd Place Junior Classical - Noah Motter • 3rd Place Junior Contemporary - Noah Motter • Top 12 Junior Contemporary - Daria Afshar • Top 12 Junior Contemporary - Julia Rust • 1st Place Pre - Competitive - Ethan Holder • Top 12 Pre - Competitive - Jaden Perdue • Top 12 Pre - Competitive - Samara Sharp IBC wishes to extend warm congratulations to its students, faculty, staff, and parents for the tremendous amount of sacrifice, time, and energy that went into making this year's YAGP competition such a successful endeavor. Qualifying students from IBC will compete on an international stage and represent IBC and Indiana amongst top ballet schools from around the world at the YAGP NYC Finals in April. IBC is thankful to YAGP and the Indianapolis City Ballet for bringing this opportunity to Indiana once again. ,ct I\ D CON 3E3 VAT O Y D NSER\,ATOR. Honoring Tradition. Inspiring Innovation. Alyona Yakovleva- Randall, Founding Artistic Director and Master Teacher & Coach Ms. Yakovleva - Randall is a highly degreed, award - winning ballet dancer, choreographer, teacher, and artistic director. She began her training at the Academy of Ballet in Novosibirsk and continued to St. Petersburg State University of Culture and Art in Russia, graduating in 1999 with a degree certifying her in Professional Ballet Dance Performance; Choreography; and Ballet, Character; and Historical Dance Instruction. In the summers of 2006. 2007, and 2010. she completed seminars at the Vaganova Ballet Academy of St. Petersburg, Russia. on the preservation and uniformity of the Vaganova Method of ballet instruction. As a Professor of Performance Arts at Dong Duk's Women's University in Seoul, Korea, Ms. Yakovleva - Randall performed, taught, and choreographed for such renowned organizations as Universal Ballet Company, Chong -Dong Theatre and MadelnDance Company. In 2001, Ms. Yakovleva - Randall began teaching for the Clara R. Noyes Academy of Ballet Internationale for four years. In 2005, Ms. Yakovleva - Randall was named Artistic Director of the Russian Ballet Academy of Indiana (RBAI) and the Indiana Ballet Company. Under her leadership, RBAI won "Outstanding School" at Youth America Grand Prix (YAGP) Regional in 2007, 2009, and 2010. She was also awarded "Outstanding Teacher" in 2006. Ms. Yakovleva - Randall, along with a host of business and legal minds, foamed Indiana Ballet Conservatory in 2010. Under Ms. Yakovleva - Randall's Directorship, IBC has won "Outstanding School" at the YAGP Regional in 2011, 2013, & 2014. She has also coached students who have won top International awards at YAGP- NY, Moscow International Ballet Competition, and the International Ballet Competition - Varna. She is currently guiding IBC into the future as the school is flourishing and gaining worldwide recognition as a premier training ground for young dancers. Ms. Yakovleva - Randall's Awards: 2014 Outstanding School & 1st Place Ensembles, Indiana Ballet Conservatory, Youth America Grand Prix 2013 Outstanding School, Indiana Ballet Conservatory, Youth America Grand Prix 1 2011 Outstanding School & America Grand Prix 2010 Outstanding School & America Grand Prix 2009 Outstanding School & America Grand Prix 1st Place Ensembles, Indiana Ballet Conservatory, Youth 1st Place Ensembles, Russian Ballet Academy of IN, Youth 1st Place Ensembles, Russian Ballet Academy of IN, Youth 2007 Outstanding School & 1st Place Ensembles, Russian Ballet Academy of IN, Youth America Grand Prix 2006 Outstanding Teacher, Youth America Grand Prix 1999 Grand Ballerina of Russian Conference for Young Scientists and Specialists Tatiana Pali, Academy Principal & Ballet Mistress Ms. Pali is one of only a handful of world - renowned prima ballerinas teaching ballet full - time in the United States, bringing her talents and set of achievements to a very fortunate Indiana Ballet Conservatory. Ms. Pali honors IBC and its students by bringing an incredible history of performance, achievements and awards to IBC's upper level students. Ms. Pali achieved stardom as a Prima Ballerina with the Moscow Classical Ballet, garnering numerous international awards for her performances in Swan Lake, Don Quixote, Giselle, Romeo & Juliet, The Creation of the World, Paquita, and many others. She won the Gold Medal at the prestigious International Ballet Competition in Varna, Bulgaria, received the August Bournonville prize from the Paris Ballet Academy, was acclaimed with the title "Honored Artist of Russia" and was named as "Best Ballerina of the Year in Moscow" in 1991. Ms. Pali has been regularly featured in international galas and participated with other gold medalists in the "Russian All -Stars Super Gala" in Tokyo. Indianapolis audiences have enjoyed Ms. Pali in many leading roles in Coppelia, La Sylphide, Giselle, The Creation of the World, and many others. In April 2000, Ms. Pali retired as Principal Dancer with Ballet Internationale by offering a magnificent and unforgettable performance as Scheherazade in A Thousand and One Nights. She continued to assist in the artistic direction of the company and was a member of the Clara R. Noyes Academy, and was a senior instructor with the Russian Ballet Academy of Indiana from 2005 -2010. In 2004 and 2007 she was named Outstanding Teacher at the Youth America Grand Prix Competition. Ms. Pali brings years of experience, credibility, and a worldwide reputation to her position as Academy Principal of the Indiana Ballet Conservatory. 2 Alexei Moskalenko, Master Teacher and Coach A former dancer with the famed Bolshoi Ballet, Mr. Moskalenko has also had 20+ years of teaching experience in classical ballet, technique, pointe technique, men's ballet technique, variations, pas de deux, contemporary dance, character dance, and choreography. He is committed to delivering excellence in dance training and education through the Russian Vaganova Method while also adapting to each student's individual needs and abilities. He has a proven record in advising and guiding students through career options and choices, and has mentored students who have continued their dance training at colleges, universities, and professional companies. Mr. Moskalenko also holds the distinct honor of being the New York Director of Rehearsals, Master Teacher. Judge, and Tour Director for the world's largest ballet scholarship competition — the Youth America Grand Prix. Sergey Sergiev, Gentlemen's & Contemporary Choreographer and Instructor Born in Bulgaria's capitol, Mr. Sergiev studied ballet at the State Choreographic Institute in Sofia. Following graduation, he joined the National Ballet of Bulgaria where he danced until 2000. In that same year, he joined Ballet Internationale in Indianapolis. His repertoire with the National Ballet of Bulgaria includes featured roles in Swan Lake, Giselle, Zorba the Greek, The Nutcracker and Dracula, and featured roles in Sleeping Beauty, Marz, Interzone, Peter Pan and One Thousand and One Nights with Ballet Internationale. He has toured internationally in Germany, France, Greece, South Korea, China, Canada, Spain, and other countries. Peter Koldamov, Iasen Valchanov, Irina Kolpakova, Vladilen Semenov, and Eldar Aliev have all played an instrumental role in shaping Mr. Sergiev as an artist. Mr. Sergiev received the honor of Outstanding Choreographer at the 2009, 2012, and 2014 Youth America Grand Prix competition, as well as the Choreography Award at the 2010 World Ballet Competition. 3 Hailey Agran, Administrative Director & Head of Preparatory Division Ms. Agran began her ballet training with Aimee Jennings and Dawn George in Waterloo, Iowa, where she was a member of the student performing company, Andante. She completed her training at the Clara R. Noyes Academy of Ballet Internationale, and later, the Russian Ballet Academy of Indiana. She has trained under the instruction and guidance of Alyona Yakovleva, Tatiana Pali, Vladilen Semenov, Irina Kolpakova, Vera Solovyeva, Nikolai Levitskiy, and Maria Gribanova, among others, and has attended summer programs with the Classical Dance Alliance (on scholarship), Kirov Academy of Ballet of Washington, D.C., Ballet Chicago, Cincinnati Ballet, Joffrey Ballet, Ballet Internationale, and Russian Ballet Academy of Indiana. Ms. Agran competed in the 2006 Russian Pointe USA National Youth Ballet Competition, where she was offered scholarships to two universities. She became an apprentice with the Indiana Ballet Company in the fall of 2006 and joined the Company in 2009 upon graduation from RBAI. Ms. Agran has performed in Indiana Ballet Company's productions of The Nutcracker, Paquita, Love and Gravity, Chopiniana, On Earth We Stand, From Shakespeare with Love, and Phantom of the Opera. Her additional repertoire includes Pas de Quatre, La Ellie mal Gardee, Flames of Paris, Le Corsaire, and Don Quixote, as well as multiple contemporary works by Sergey Sergiev and Alyona Yakovleva. In addition to instructing the young children's classes at RBAI, Ms. Agran also served as the Assistant to the Artistic Director from 2006 -2009, as well as the Academy Director for the 2009 -2010 academic year, and she currently holds the positions of Administrative Director and Head of the Preparatory Division at the Indiana Ballet Conservatory. Her individual and caring approach to teaching young children, as well as her strong administrative and communication skills, make her an invaluable asset to IBC. In 2013, Ms. Agran was named a "gamechanger... creating the future of ballet" by the online publication Dressing Room Writers. She is also currently working towards a degree in English from Indiana University- Purdue University Indianapolis. 4 Exhibit "B" A budget for the calendar or fiscal year for which the grant is requested Indiana Ballet Conservatory, Inc. Annual Operating Budget For the Period August 1, 2014 through July 31, 2015 2015 budget Revenue: Tuition - classes 230000 Registration Fees 10000 Total tuition - classes 240000 Expenses: Summer program 64000 Summer audition 1500 Summer Japan 34400 Total summer program 99900 Private Lessons 85000 Master classes 1500 Total tuition revenue 426400 Philanthropy Donations 12000 Corporate Donations 7000 Grants 40000 Board 9000 Fundraising 500 Total Philanthropy 68500 Performances Nutcracker 126000 Spring performance 30000 PttC 60000 Competition 20000 Total Performances 236000 Interest Income 50 Miscellaneous 12000 Total Revenue 742950 Payroll Salary 215000 Reserve for future benefits 10000 Private Lessons 68000 Payroll Fee 2000 Independent Contractors 15000 Admin. Personnel 40000 Payroll Taxes 19000 Total Payroll 369000 Facilities Rent 60000 Utilities 9000 Misc 2000 Construction & Improvements 15000 Total Facilities 86000 Performances Fairs /Festivals /Outreach Competitions 26000 Nutcracker 95000 Spring performance 15000 Master Class 1000 PTTC 50000 Costumes /Sets Total Performances 187000 Marketing & Development 14500 Scholarship 6000 Summer program expenses 20000 Fundraisers 10000 Office Expense 7500 Audit Fees 4900 Insurance &taxes 4000 Credit Card expenses 13000 Miscellaneous 7000 Total Administrative 86900 Total Expenses 728900 Net Income /(Loss) 14050 Exhibit "C" Certified copies of incoiuoration as snot- for -profit corporation under state law State of Indiana Office of the Secretary of State CERTIFICATE OF INCORPORATION of INDIANA BALLET CONSERVATORY, INC. 1, TODD ROKITA, Secretary of State of Indiana, hereby certify that Articles of Incorporation of the above Non -Profit Domestic Corporation have been presented to me at my office, accompanied by the fees prescribed by law and that the documentation presented conforms to law as prescribed by the provisions of the Indiana Nonprofit Corporation Act of 1991. Indiana Secretary of State Packet: 2010062900221 Filing Date: 06/28/2010 Effective Date: 06/28/2010 NOW, THEREFORE, with this document I certify that said transaction will become effective Monday, June 28, 2010. In Witness Whereof, I have caused to be affixed my signature and the seal of the State of Indiana, at the City of Indianapolis, June 28, 2010. TODD ROKITA, SECRETARY OF STATE 2010062900221/2010062909430 1 1 All 1 IeBLU1 S N1 SVS LSVE1RVICES V1 J 1 M 1 L DIVISION CORPORATIONS CERTIFIED COPIES INDIANA SECRETARY OF STATE BUSINESS SERVICES DIVISION 302 West Washington Street, Room E018 Indianapolis, IN 46204 http: / /www.sos.in.gov February 21, 2013 Company Requested: INDIANA BALLET CONSERVATORY, INC. Control Number: 2010062900221 Date 06/28/2010 Transaction Articles of Incorporation # Pages 5 eice‘sfi Connie Lawson Secretary of State State of Indiana Office of the Secretary of State I hereby certify that this is a true and complete copy of this 5 page document filed in this office. Dated: February 21, 2013 Certification Number: 2013022186109 Indiana Secretary of State Packet: 2010062900221 Filing Date: 06/2812010 Effective Date: 06/28/2010 ARTICLES OF INCORPORATION OF INDIANA BALLET CONSERVATORY, INC. 2r'' rLl,: 23 II: 33 The undersigned incorporator, desiring to form a corporation ( "Corporation ") pursuant to the provisions of the Indiana Nonprofit Corporation Act of 1991, as amended (the "Act "), executes the following Articles of Incorporation (these "Articles "): ARTICLE I NAME The name of the Corporation is Indiana Ballet Conservatory, Inc. ARTICLE 11 CLASSIFICATION OF CORPORATION The Corporation is a public benefit corporation. ARTICLE III PURPOSES AND POWERS Section 3.1 The specific purposes and powers of this Corporation are as follows: (a) This Corporation is organized and is to be operated exclusively for charitable and educational purposes within the meaning of Section 501(c)(3) of the United States Internal Revenue Code of 1986, as amended (hereinafter referred to as the "Code "), including (i) the education of the general public in ballet and other forms of dance; (ii) the instruction, choreography and performance of ballet and other forms of dance; (iii) the creation of programs and performances for underserved youth in the greater Indianapolis, Indiana area in order that such youth develop a greater awareness of ballet and other forms of dance; and (iv) the transaction of any and all lawful business for which corporations may be incorporated under the Act; provided that such business is not inconsistent with the Corporation being organized and operated exclusively for educational and charitable purposes within the meaning of Section 501(c)(3) of the Code. All references to the Code contained in these Articles are deemed to include corresponding provisions of any future United States Internal Revenue law. (b) In furtherance of the purposes set forth in this Article III, the Corporation may exercise all the rights and powers conferred on nonprofit public benefit corporations under the laws of the State of Indiana. Section 12 No substantial part of the activities of the Corporation shall consist, except as otherwise provided in Section 501(h) of the Code, of carrying on propaganda, or otherwise attempting to influence legislation, nor shall the Corporation participate in, or intervene in (including the publishing or distributing of statements or otherwise), any political campaign on behalf of or in opposition to any candidate for public office. 44 10')3 v3 /I2.l: Indiana Secretary of State Packet: 2010062900221 Filing Date: 06/28/2010 Effective Date: 06/28/2010 Section 3.3 Notwithstanding any other provision of these Articles, this Corporation shall not engage in any activities or exercise any powers, whether express or implied, so as to disqualify the Corporation from exemption from federal income tax under Section 50l (a) of the Code by reason of being an organization described in section 501(c)(3) of the Code. ARTICLE IV TERM OF EXISTENCE The Corporation shall have perpetual existence. ARTICLE V REGISTERED AGENT; REGISTERED OFFICE; PRINCIPAL OFFICE The address of the Corporation's initial registered office in the State of Indiana and the initial registered agent are as follows: Melissa Rust 484 E. Carmel Drive, Suite 215 Cannel, IN 46032 The address of the Corporation's principal office in the State of Indiana is as follows: 484 E. Carmel Drive, Suite 215 Carmel, IN 46032 ARTICLE VI NO MEMBERS The Corporation shall have no members. ARTICLE VII DIRECTORS Upon incorporation, the initial Board of Directors shall consist of three (3) directors. Thereafter, the number of directors shall be specified in or fixed in accordance with the Bylaws of the Corporation; provided, however, that the minimum number of directors shall be three (3). The Board of Directors is expressly empowered to adopt, amend or repeal the Bylaws of the Corporation. ARTICLE VIII NAME AND ADDRESS OF INCORPORATOR The name and address of the incorporator of the Corporation is as follows: 445093 v3 /RE Bobbi Milliken Cooky LLP 2. Indiana Secretary of State Packet: 2010062900221 Filing Date: 06/28/2010 Effective Date: 06/28/2010 11951 Freedom Drive Reston, VA 20190 ARTICLE IX DISTRIBUTION OF ASSETS UPON DISSOLUTION Section 9.1 The property of the Corporation is irrevocably dedicated to charitable and educational purposes and no part of the net earnings, net income, property or assets of the Corporation shall ever inure to the benefit of or be distributed to, its members, directors, officers, or any private persons, except that the Corporation shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth in Article 111 hereof. No part of the net earnings or of the property or assets of the Corporation shall be used other than for the purposes of the Corporation as set forth in Article 111 hereof or as provided in this Article IX. Section 9.2 In the event of liquidation, dissolution, termination, or winding up of the Corporation (whether voluntary, involuntary or by operation of law), the Board of Directors shall, after paying or making adequate provisions for the payment of all of the liabilities of the Corporation, transfer all of the remaining property and assets of the Corporation to one or more Qualified Organizations, as defined below, as the Board of Directors shall determine. For purposes of this Article IX, "Qualified Organization" shall mean a corporation or other organization organized and operated exclusively for charitable, educational or scientific purposes, which corporation or other organization at the time qualifies as exempt from income tax under section 501(a) of the Code by reason of being an organization described in Section 501 (c)(3) of the Code. 445093 v3 /RE Signature Page Follows] 3. Indiana Secretary of State Packet: 2010062900221 Filing Date: 06/28/2010 Effective Date: 06/28/2010 IN WITNESS WHEREOF, the undersigned incorporator executes these Articles of Incorporation and verifies subject to penalties of perjury that the facts contained herein are true. Dated this 23`d day of June, 2010. 4. 445093 v3 /RE 0 illiken Exhibit "D" IRS Determination Letter INTERNAL REVENUE SERVICE P, O. BOX 2508 CINCINNATI, OH 45201 Date: MAY 0 9 2011 INDIANA BALLET CONSERVATORY INC C/0 DAUBY OCONNOR & ZALESKI LLC THADDEUS B ZALESKI 501 CONGRESSIONAL BLVD STE 300 CARMEL, IN 46032 DEPARTMENT OF THE TREASURY Employer Identification Number: 27- 2928161 DLN: 17053299355000 Contact Person: JOANN DUNHAM Contact Telephone Number: (877) 829 -5500. Accounting Period Ending: July 31 Public Charity Status: 509(a)(2) Form 990 Required: Yes Effective Date of Exemption: June 28, 2010 Contribution Deductibility: Yes Addendum Applies: No ID# 95215 Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter Please see enclosed Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 947 (DO /CG) -2- INDIANA BALLET CONSERVATORY INC We have sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, Enclosure: Publication 4221 -PC Lois G. Lerner Director, Exempt Organizations Letter 947 (DO /CG) Exhibit "E" Any audits, reviews or compilations available describing the financial condition of the Grantee, inclu.ing most recent available IRS Form 990, and the Affidavit STATE OF INDIANA ) ) SS: COUNTY OF HAMILTON ) AFFIDAVIT 1, Ci7 / Li. E C'.O4Lt1 CAS , an authorized representative of /400-4(4- i$4 L r lA)A 9l,V.4— -0/0%( "Grantee "), being first duly sworn upon my oath, state that pursuant to paragraph 7 of the City of Carmel Arts Grant Program Agreement, all income of Grantee, including a City of Carmel arts grant, if applicable, revenue of sales, and/or ticket revenue, etc., in the Grantee's year ending in 2014 totaled $ 1705,, Signature Printed Name /Ll�. M /a _ Subscribed and sworn to before me, the undersigned Notary Public, this I 34\ day of J.t����r `� , 20 I S . e\e E. pd , o �• z g�EpFIN01PP+. i ° = \CN\P\C\\\k. Signature - Notary Public Printed Name MC Q `�. t _ Resident of *1pjALi' ,\y County, Indiana My Commission Expires: (rc 1 a 3c 1(p F. 990 Department of the Treasury Internal Revenue Service Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) The organization may have to use a copy of this return to satisfy state reporting requirements. OMB No 1545 -0047 2012 A For the 2012 calendar year, or tax year beginning AUG 1, 2012 and ending JUL 31, 2013 Opento Public, - Inspection'. "! _ B Check if applicable: r I I1 Address change Name change Initial return Termin- ated Amended return Applica- tion pending C Name of organization INDIANA BALLET CONSERVATORY, INC. Doing Business As D Employer identification number 27- 2928161 Number and street (or P.O. box if mail is not delivered to street address) 849 W. CARMEL DRIVE Room /suite E Telephone number 317 - 379 -1188 City, town, or post office, state, and ZIP code CARMEL, IN 46032 G Gross receipts $ 451,265. F Name and address of principal officer:JEFFREY GODDARD SAME AS C ABOVE 1 Tax - exempt status: 501(c)(3) U 501(c) ( )44 (insert no.) Li 4947(a)(1) or Li J Website: • WWW . INDIANABALLETCONSERVATORY . ORG K Form of organization: 1 X 1 Corporation 1 1 Trust L_f Association 1 1 Other ;Part.11 Summary H(a) Is this a group return for affiliates? 1 Yes 1 x 1 No H(b) Are all affiliates included? 1 1 Yes 1 I No 527 If "No," attach a list. (see instructions) - H(c) Group exemption number I■ L Year of formation: 2 0101 M State of legal domicile: IN 1 Activities & Governance 1 Briefly describe the organization's mission or most significant activities: INDIANA BALLET CONSERVATORY , INC. IS A NOT —FOR— PROFIT CORPORATION (THE "CORPORATION ") ORGANIZED 2 Check this box I I if the organization discontinued its operations or disposed of more than 25% of its net ; °s• -> assets. 3 8 3 Number of voting members of the governing body (Part VI, line la) 4 Number of independent voting members of the governing body (Part VI, line lb 5 Total number of individuals employed in calendar year 2012 (Part V, line 2a), 6 Total number of volunteers (estimate if necessary) :. 7 a Total unrelated business revenue from Part VIII, column (C), line 12 %, YR: a b Net unrelated business taxable income from Form 990 -T, line 34., ., • 4 8 5 4 6 0 7a 0 . 7b 0 . Revenue 8 Contributions and grants (Part VIII, line 1h) 9 Program service revenue (Part VIII, line 2g) >.; . 10 Investment income (Part VIII, column (A), lines 3, 4, and'7d))jI ;.' 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c and 11 e) 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) Prior Year Current Year 66,536. , 38,499. 311,679. 405,661. 0 . 0 . 3,971. 7 ,10 5 . 382,186. 4 51 , 2 6 5 . sl Expenses 13 Grants and similar amounts paid (Part IX, column'`(A), lies 1 -3) 14 Benefits paid to or for members (Part IX, column (A), Tine 4) 15 Salaries, other compensation, employee benefits (Part IX; column (A), lines 5 -10) 16a Professional fundraising fees (Part IX, column (A), line 11 e) b Total fundraising expenses (Part IX, column (D), line 25) • 0 0 . 0 . 0 . 0 . 216,857. 209,222. 0 . 0 . _,_ , `' .• 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) 18 Total expenses. Add lines 13 -17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses. Subtract line 18 from line 12 146,859. 157,292. 363,716. 3 6 6 , 514 . 18,470. 84,751. Net Assets or Fund Balance 20 Total assets (Part X, line 16) 21 Total liabilities (Part X, line 26) 22 Net assets or fund balances. Subtract line 21 from line 20 Beginning of Current Year End of Year 67,403. 13 0 , 8 31. 42,535. 2 6, 8 9 8. 24,868. 10 3 , 9 3 3 . I;Pa1t 11 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign Here Signature of officer ika JEFFREY GODDARD, BOARD PRESIDENT r I ype or print name and title LDate Paid Preparer Use Only Print/Type preparer's name STEVEN C. LEVY Preparer's signature Firm's name ® DAUBY 0' CONNOR & ZALESKI , LLC [0aTe check 1 1 PTIN self - employed P00229331 Firm'SEIN® 35- 1750664 Firm's address o, 501 CONGRESSIONAL BLVD, STE 300 CARMEL, IN 46032 Phone no May the IRS discuss this return with the preparer shown above? (see instructions) 232001 12 -10 -12 LHA For Paperwork Reduction Act Notice, see the separate instructions. SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION (317) 848 -5700 LXJ Yes LJ No Form 990 (2012) Form 990 22) INDIANA BALLET CONSERVATORY, INC. l Part�ltl_,� 01 Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part III 1 Briefly describe the organization's mission: INDIANA BALLET CONSERVATORY, INC. IS A NOT -FOR- PROFIT CORPORATION (THE "CORPORATION ") ORGANIZED AND EXISTING UNDER THE PROVISIONS OF THE INDIANA NONPROFIT CORPORATION ACT OF 1991 AS AMENDED. THE CORPORATION WAS INCORPORATED IN INDIANA ON JUNE 28, 2010. THE CORPORATION IS 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990 -EZ? I Yes No If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? I I Yes 1 X 1 No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ) (Expenses $ 337,778. including grants of $ ) (Revenue $ 405,661. INDIANA BALLET CONSERVATORY, INC. IS A NOT -FOR- PROFIT CORPORATION (THE "CORPORATION ") ORGANIZED AND EXISTING UNDER THE PROVISIONS OF THE INDIANA NONPROFIT CORPORATION ACT OF 1991 AS AMENDED. THE CORPORATION WAS INCORPORATED IN INDIANA ON JUNE 28, 2010. THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES, WHICH INCLUDE THE EDUCATION OF THE GENERAL PUBLIC IN BALLET AND OTHER FORMS OF DANCE; THE INSTRUCTION, CHOREOGRAPHY AND PERFORMANCE OF BALLET AND OTHER FORMS OF DANCE; AND THE CREATION`OFJPROGRAMS AND PERFORMANCES FOR UNDERSERVED YOUTH IN THE GREATERWNDIANAPOLIS, INDIANA AREA IN ORDER THAT SUCH YOUTH DEVELOP A GREATERgAWARENESS OF BALLET AND OTHER FORMS OF DANCE. 27- 2928161 Page2 IX IXI 4b (Code: ) (Expenses $ incltidinggrantsi ) (Revenue $ 4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ 4d Other program services (Describe in Schedule 0.) (Expenses $ including grants of $ 4e Total program service expenses ® 337,778. ) (Revenue $ 232002 12 -10 -12 Form 990 (2012) 2 16020606 134463 DOZP.SM022 2012.05090 INDIANA BALLET CONSERVATORY DOZP_SV1 Form 990 2012) INDIANA BALLET CONSERVATORY, INC. (``Part IV Checklist of Required Schedules 27- 2928161 Page3 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A 2 Is the organization required to complete Schedule 8, Schedule of Contributors? 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part 11 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98 -19? If "Yes," complete Schedule C, Part III 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic and areas, or historic structures? If "Yes," complete Schedule D, Part II 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part Ill 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi- endowments? If "Yes," complete Schedule D, Part V 11 If the organization's answer to any of the following questions is "Yes," then completeSchedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X itne-Ac? If "Yes," complete Schedule D, Part VI b Did the organization report an amount for investments - other securities in Part %Xt line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D Part 01 c Did the organization report an amount for investments - program elated to Part' X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D'Parqlll d Did the organization report an amount for other assets in,Part40,1ine 154hat is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part f„ e Did the organization report an amount for other liabilities in Part X line 25? If "Yes," complete Schedule D, Part X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under Ft J 48 (ASC 740)? If "Yes," complete Schedule D, Part X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 14a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes, " complete Schedule F, Parts I and IV 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts 11 and IV 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts Ill and IV 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1 c and 8a? If "Yes," complete Schedule G, Part II 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part 111 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Yes No 1 X X 3 X 4 X 5 X 6 X 7 X 8 X 9 X 10 X 11a X 11b X 11c X 11d 11e X X 11f X 12a X 12b 13 14a X X X 14b X 15 X 16 X 17 X 18 X 19 20a X X 20b Form 990 (2012) 232003 12 -10 -12 3 16020606 134463 DOZP.SM022 2012.05090 INDIANA BALLET CONSERVATORY DOZP_SV1