HomeMy WebLinkAbout01-23-19-13/Arts Grant/Actors Theatre of IndianaRESOLUTION NO. BPW 01-23-19-13
RESOLUTION OF THE CITY OF CARMEL BOARD OF PUBLIC WORKS AND SAFETY
ACKNOWLEDGING ARTS GRANT
WHEREAS, pursuant to Indiana Code 36-1-4-7, 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 Arts Grant 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.
i u1
SO RESOLVED this23— y of ,l , 2019.
CITY OF CARMEL, INDIANA
By and through its Board of Public Works and Safety
BY:
James Brainard, Presiding Officer
ATTEST:
Christine Pauley, Clerk -Treasurer
Date: I — Z 27 ' I i
SAE Bass\My Documents\BPW-Resolutions\2019\kknowledge Arts Grant Actors Theatre of India na.docxt/14/2019 3:08 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 of AjZ1,+A1,6 (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, �,�,5
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,
agrees to grant $ 240,000.00 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. Generally, the Grant award may not exceed one third
(1/3) of Grantee's combined contributed income, revenue of sales, and/or ticket
revenue from the previous year. The City of Carmel may, however, make exceptions
for start-up organizations that have been in existence for three (3) years or less.
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 Q
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, 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 8 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. Said review or
audit, if requested, shall be performed by a Certified Public Accountant ("CPA") who
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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.
7. Quarterly financial statements. Grantee agrees to provide the City of Carmel
quarterly financial statements within 45 days after each quarter -end for Grant awards
in excess of sixty thousand dollars ($60,000).
8. 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.
9. 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.
10. Statutory Authority of Grantee. The Grantee expressly represents and warrants to
the City 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.
11. 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 determined 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 and Federal law.
12. 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.
13. 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.
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14. 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
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.
15. 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.
16. 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:
G
Krinted Name of Officer:q,4m 5 A. /S401't.
Date: Z
ATTEST:
K
Date: 1-7-2019
:rantee")
are)
Title:
CIT;;James
CARMEL ("Grantgr")
By:
Brainard, Mayor
Date: 1— 7 — 2 019
If you have any question concerning the City of Carmers 2019 Arts Grant Program, grant writing, guidelines or application materials, contact:
Sharon Kibbe. City of Carniel, One Civic Square. Carniel, IN 46032, Phone: 317-571-2483, skibbOakarntel.ingov.
4
Exhibit "A"
An Application and Description of the Proposed Use of the Grant Funds
APPLICANT:
Name of organization: eF �"�✓� v "',��
Address: tID Ate S w . q%.-,t-rva. _ -'23
Telephone:�aT1.= Z., �9 - Fax:
Contact Person: Jim
EmaiL_�Q�l!-�Y�_�-iSTTat.G . 04>
APPLICATION AMOUNT: $ 2-7 7 D O O
DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS:
SEC � �'T�-�-fl •C:,c7 off/tq� %- � �, ..
Date:
!d Name of Officer: %,A^AL� VA,.\A-e� �/1�/
(Additional pages may be added to Exhibit "A")
5
EXHIBIT A: PROPOSAL NARRATIVE
Actors Theatre of Indiana
November 30, 2018
OVERVIEW OF THE ORGANIZATION
Please note that programs shown in bold type are either new or modified
programs for ATI.
In 2019, Actors Theatre of Indiana will be entering its fourteenth season of presenting Broadway
musicals and stage plays, as well as Indiana theatre premieres. It is also our eighth season of
performing in the Studio Theatre at the Center for the Performing Arts. Co-founders Don Farrell,
Judy Fitzgerald, and Cynthia Collins are professional performers, directors, and choreographers
with over 75 years of combined professional experience in Off -Broadway productions, Radio City
Music Hall, Madison Square Garden, Las Vegas, National and International Tours, Television, and
Regional Theatres. Because of their range of experience and professional connections, we often
utilize performers and directors from across the country to fill specific needs and roles in our
productions. Quite frankly, Actors Theatre of Indiana could be considered a national theatre
company.
In 2018, we expanded our mission and added an educational initiative to the organization. We
now have two very talented individuals who are responsible for administering our Student
Theatre Education Program (STEP). This tuition -based program is for students from 14 to 18
years of age who are contemplating pursuing a career in theatre. The students will work with
our professional team from first rehearsal through opening night and be exposed to all facets
of theatre production. We were recently notified by Doug Callahan, the Clay Township Trustee,
that we have been awarded a $12,000 grant from Clay Township to grow this educational
initiative through 2019.
COMMUNITY INVOLVEMENT
• Members of the Carmel Chamber of Commerce
• Members of the Hamilton County Convention & Visitors Bureau
• Participated and performed in the 2018 Carmel Fest parade
• Participates every summer in the Carmel Farmers Market
• Upon request, we provide sign language interpreters for the hearing impaired
• Performs annually in Carmel's Veterans Day ceremony
• Performs caroling during the Christmas holidays in the Arts & Design District as well as
the popular Christkindlmarkt
• On occasion we have performed a free summer concert series at Carmel City Center
• Performed our Cole Porter Revue at The Barrington's grand opening
• Presented "An Evening with Frank Sinatra" at The Bridgewater Club
• In collaboration with the Autism Society of Indiana, we have provided a special "lights
up, sound down" performance of A Year with Frog & Toad
• We provided free tickets to the Big Brothers/Big Sisters organization to see A Year with
Frog & Toad
• We have performed readings of A Year with Frog & Toad at libraries and schools
throughout Carmel and Central Indiana
• In February of 2020, there will be a two -night joint concert at The Palladium with the
Carmel Symphony Orchestra. The dates have already been reserved at the Palladium
for February 21 and 22, 2020. More details about this exciting event will be
forthcoming in 2019.
EXHIBIT A
PROPOSED USE OF 2019 CARMEL ARTS GRANT FUNDING
Our focus has always been, and remains, to present theatrical productions that entertain and
inspire the audience. Our aggressive use of social media enables us to reach a targeted
audience at a fraction of the cost of traditional media. Our 2017/2018 season subscriptions are
running approximately 15% ahead of the 2016/2017 season so it is obvious that our audiences
are enjoying and supporting our professional productions. We are committed to the following
organizational values:
• We will continue to utilize professional talent from New York, Chicago, and Los Angeles
to enhance the professionalism of our productions.
• We will continue to invest wisely in our production values, including stage design, sound
design, and lighting design.
• We will strive to present at least two productions a year with larger casts and
tremendous name recognition.
• We will strive to grow and expand the educational component of the organization to
include as many students as possible.
• We will continue to give back to the community by performing at local events at no
charge. A few of the events are the Veterans Day Ceremony, the Lighting of the Tree at
Christmas, Holiday in the Arts District, and the Carmel International Arts Festival.
The Carmel Arts Grant enables us to proudly represent the City of Carmel as the Resident
Professional Theatre Company at The Center for the Performing Arts.
We are at the point in our artistic existence in the Studio Theatre where we need to continually
upgrade our lighting, our production equipment, our cabaret staging equipment, and the music
and sound equipment that we use for our productions. We purchased some of this equipment
last year with proceeds from the Carmel Arts Grant. Quite simply, these new capital
expenditures will be prudent artistic additions, both fiscally and developmentally, and will help
ATI to continue offering the professional stage productions that our community so richly
deserves. Here is a listing of the equipment that we would like to purchase with a portion of
the proceeds from the 2019 Carmel Arts Grant:
We need additional movable LED theatrical lighting in the Studio Theatre which will
dramatically improve the scenic and lighting effects that are of paramount importance
to a live professional theatre experience. We purchased some non -movable lighting last
year with the Carmel grant and the addition of moving lights in 2019 will enable us to
reduce the amount of lighting that we still need to rent for certain productions. The
cost of these scenic and lighting enhancements will be approximately $15,000.
• We need to purchase several more Sennheiser microphones (transmitters and
receivers) to replace our outdated and unrepairable existing units. The estimated cost
of these microphones will be approximately $5,000.
• We would like to purchase a hazer machine for use in the Studio Theatre. A hazer will
allow us to create atmospheric haze effects for our productions. The cost of a hazer
machine is $1,500. This was in our budget for last year but was never purchased due
to other priorities.
As in prior years, foundation grants, other governmental grants, individual donations, corporate
sponsorships, and in -kind donations will supplement the Carmel Arts Grant in supporting Actors
Theatre of Indiana. A stock donation plan was implemented in 2018 and a Planned Giving
initiative will be implemented in 2019 in the hope that Actors Theatre of Indiana will be
included in the estate plans of our patrons.
Additionally, and in the spirit of full disclosure, the leadership of the City of Carmel needs to be
aware of the following information:
As mentioned in Exhibit G, for as long as Actors Theatre of Indiana has been receiving
the Carmel Arts Grant, no Grant funds have ever been allocated to increasing staff
compensation. We currently have four (4) full-time employees, each being paid an
annual salary of $30,000 or $576 weekly. The two individuals who head up our Student
Theatre Education Program are paid $15,000 each. The money to cover their salaries
comes solely from tuition money and grants generated from the educational program.
Our marketing and development initiatives are being managed by Meg Osborne on a
$30,000 annual contract. It has become increasingly obvious to the Board of Directors
that if we were to lose any of these individuals, for any reason, we would not be able to
replace any of them for $30,000, thereby putting the future of the organization in
jeopardy. Additionally, everyone should be aware that when our three Founders are
performing in an ATI production, they always forfeit their Actors Equity salary of
$2,100 per production. They do this to save money for the organization.
The Executive Director has made a request to the Board of Directors to form a
compensation committee to determine the appropriate salary levels for the staff and
to identify sources of funding can be utilized to pay for increased salaries.
2018 FUNDING REQUEST
Total revenue per ATI's 7/31/17 financial audit $834,545
Grant award percentage guideline 33.3%
Grant Amount Requested $277,000
ACTORS THEATRE OF INDIANA
OPERATING BUDGET FOR FISCAL YEAR ENDING JULY 31, 2019
INCOME
Earned Income
Admission/Ticket Income
$ 330,000
Sponsorships
$ 30,000
'Theatre Immersion Income
$ 25,000
Contributed Income
Individual/Corporate Contributions
$ 85,000
Foundation Support
$ 75,000
Fundraising/Special Events
$ 50,000
Government Income
Federal
NEA
$ 15,000
State
IAC
$ 15,000
City
Carmel and
HCCVB
$ 225,000
Total Cash Income
$ 850,000
In -Kind Goods and Services
$ 35,000
TOTAL INCOME
$ 885,000
EXPENSES
Production Expenses
Production Personnel
$ 315,000
Production Costs
$ 160,000
Theatre Immersion Expenses
$ 25,000
General & Administrative Expenses
Executive Director
$ 60,000
Marketing Director
$ 30,000
Professional Fees
$ 7,000
Consultants
$ 25,000
Insurance
$ 12,000
Travel & Entertainment
$ 5,000
Telephone and IT
$ 21,000
Advertising/Professional Fees
$ 40,000
Interest & Bank Card Fees
$ 5,000
Rent & Occupancy Costs
$ 145,000
In -Kind Goods & Services
$ 35,000
TOTAL EXPENSES
$ 885,000
f-- frr 617- �3
STATE OF INDIANA
SS:
COUNTY OF HAMILTON
AFFIDAVIT
�Jomaj A _ 1_4-� , an authorized representative
of 6M S 7Wr6DF_, ,✓Z)j a, ✓4 ("Grantee"), being first duly sworn upon
my oath, state that pursuant to paragraph 8 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 fiscal year ending 2018 or calendar year ending 2017
totaled
Subscribed and sworn to before me, the undersigned Notary Public, this T& day of
py "Ihw , 2018.
YPUe SHARON M. KIBBE
St=AL *Resident of Hamilton Co.
My Commission Expires
��oi�e►� July 12, 2026
Signature - Notary Public
Printed Name
Resident of
My Commission Expires:
6
County, Indiana
EXHIBIT G
ACTORS THEATRE OF INDIANA
YEAR-END REPORT
2018 ARTS GRANT FROM THE CITY OF CARMEL
In January of 2018, Actors Theatre of Indiana was awarded an arts grant from the City of Carmel
in the amount of $220,000. Listed below is a summarization of the programs that were funded
by this grant and the effect those programs had in the Carmel community.
In an increasingly difficult economic climate for arts organizations, families have many choices
as to how they spend their disposable dollars. Carmel is blessed to have a plethora of arts
organizations, as well as a high school theater department that is second to none in the
country. ATI needs to stand above the crowd with the genius of our marketing efforts and the
use of social media. Because of this, in May of 2018 1 retained the services of Meg Osborne and
her marketing firm to handle our entire marketing and development efforts. The results of this
change in our marketing strategy has been remarkable. The decision to retain Meg Osborne
was made possible, in part, using proceeds from the Carmel grant.
Because of size restraints in the Studio Theatre, we are unable to present many of the larger
Broadway musical productions that the Carmel community would enjoy. Therefore, we need to
be creative in the productions that we do present. Unlike community theatres, and because we
are a professional equity company, we utilized the Carmel Arts Grant to improve the salaries we
pay to the technical people we hire for our performances. Professional fees for sound design,
lighting design, wardrobe design, and scenic design have all been upgraded and the results can
be seen in the overall quality of our productions. We also continued our strategy of continually
upgrading our lighting and sound equipment. We take our roll as one of Carmel's economic
generators at The Center for the Performing Arts very seriously.
In June of 2018, the Central Indiana Community Foundation and the Indy Fringe organization
inquired of ATI if we would be willing to present one of our Broadway productions in the
recently renovated District Theatre on Massachusetts Avenue in downtown Indianapolis. In a
spirit of cooperation with the arts community in Marion County we accepted their invitation.
For almost the entire month of July, our three founders and one other actor presented
Forbidden Broadway in the District Theatre. This experience did give us tremendous exposure
in an area where ATI is not a household name, downtown Indianapolis. If asked to do this
again, I'm sure our answer would be a resounding yes.
And finally, as I mentioned in Exhibit A, not one dollar of any Carmel Arts Grant has ever been
allocated to increasing staff compensation. However, you will notice in our 2019 operating
budget on Exhibit B, the salary of the Executive Director is shown at $60,000. Obviously, there
is no guarantee that this will occur. This was done in the hope that the board of Directors will
find funding sources to raise overall staff compensation to realistic levels based on existing
salary research data. A $30,000 salary is not realistic in today's economic environment.