HomeMy WebLinkAbout01-23-19-20/Arts Grant/Carmel Symphony OrchestraRESOLUTION NO. BPNV 01-23-19-20
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 romptly filed in the office of the Clerk -Treasurer and thereafter made available to
the public for review.
SO RESOLVED this day of �! ���V 2019.
CITY OF CARMEL, INDIANA
By and through its Board of Public Works and Safety
BY:
—A Ls�
James Brainard, Presiding Officer
Burke,
Date:
Lori S. YVaon, Yembe
Date:
ATTEST:
Christine Pauley, Clerk -Treasurer
Date: / —2 3 — C
SAE Bass\My Docunx-M\BPWResolubons 19Jtclmowledge Arts Grant Camrel Symphony Orchestra.docx,114/2019 3:10 PM
ARTS GRANT PROGRAM
AGREEMENT
This Grant Agreement (herein refcrred to as "Agreement") entered into by and between the City
of Carmel (the "City") and Carmel Symphony Orchestra (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, 1, Kimberly Dimond
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 $ 275,000.00 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:
I . 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, 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
2
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 Cannel 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 crimiiial 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.
3
R/
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 WFIEROF, the parties hereto have made and executed this Agreement as follows:
Carmel Symphony Orchestra ("Grantee"
By: (Signature)
Printe ae of Offic r: Kimberly Dimond Title: Executive Director
m
Date: 11 /30/18
CITY CARMEL ("Grantor")
By: �2c'
r
James Brainard, Mayor
ate: 1-7-2019
SST:
Date: 1-7-2019
If you have any question concerning the City of Camrcl's 2019 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, skibbe(akarmel.in.gov.
4
(:0
CARMEL
SYMPHONY
ORCHESTRA
JANNA HYMES MUSIC DIRECTOR
Exhibit A
City of Carmel Arts Grant Application
Exhibit "A"
An Application and Description of the Proposed Use of the Grant Funds
APPLICANT:
Name of organization: Carmel Symphony Orchestra
Address:760 3rd Ave SW, Suite 102
Carmel, IN 46032
Telephone:317-844-5717
Contact Person:Kimberly Dimond
Email:kdimond@carmelsymphony.org
APPLICATION AMOUNT: $275,000
Fax: 317-844-9916
DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS:
Printed)Name of Ofh�er: Kimberly Dimond
Title: Executive Director
Date: November 30, 2018
(Additional pages may be added to Exhibit "A")
Carmel Symphony Orchestra
Exhibit A
City of Carmel Arts Grant Application
November 30, 2018
Orchestras encourage creativity and bring people together to share the experience of live
music. Orchestras fuel local economies, attract new business developments, educate young
people, evoke emotions, and unite individuals and cultures in times of suffering and joy. The
country is brimming with extraordinary musicians, live concerts, and orchestras as unique as the
communities they serve. We are extremely fortunate to have a professional orchestra in the City
of Carmel for the community to enjoy right in our own backyard.
The City of Carmel's investment in the Carmel Symphony Orchestra (CSO) will provide either
partial or total funding for the following programs:
• Two Sounds Exciting! elementary concerts where all Carmel -Clay fifth grade students
hear orchestral music selected in consultation with elementary music teachers to
supplement state music curriculum.
• The CSO's performance at CarmelFest.
• Presenting guest artists of the highest caliber and national reputation.
• Music for various civic events such as the Holiday Tree Lighting.
• The YouthPASS program, which allows children and students through high school to
attend CSO concerts for $5.
• Family Fun! — an interactive concert where young and young -at -heart are invited to sit on
stage and experience music being made from a different perspective.
• Increased marketing and digital media to heighten awareness of the CSO and the arts in
Carmel.
• Audience development initiatives to retain audiences and attract new buyers.
• Development efforts to deepen the CSO's relationship with current donors and attract
new corporate and individual supporters.
• Investing in a new strategic plan developed by the CSO board, staff and stakeholders.
• Keeping concert tickets affordable for all of our community.
The CSO is graciously requesting $275,000 in support for the 2018-19 Season. Last year we
asked the City to join us in investing in taking the Carmel Symphony to the next level and this
season we continue to excel. Music Director Janna Hymes is constantly elevating the artistic
quality of the orchestra, which was most recently demonstrated at the CSO's November concert
with International Van Cliburn Piano Competition Gold Medal Winner Jon Nakamatsu. The
orchestra performed at a new caliber under Janna's direction proving their increased ability for
future performances. Building on Janna's reputation in the industry, we are also attracting new
professional musicians from across the state for orchestra auditions and playing opportunities.
Janna is fully committed to the Carmel community and relocated from Maine over the summer
to make Carmel her primary residence. She is enthusiastically putting the orchestra front and
center in the community through media interviews, meeting with key individuals, speaking to
groups and actively fundraising in support of the CSO.
To continue the orchestra's momentum, under new leadership the CSO is implementing
initiatives to make classical music more accessible, enhance the concert experience, retain and
attract new audiences, and deepen our relationship with donors. Tactics include simplifying
Carmel Symphony Orchestra
Exhibit A, Page 2
concert information on our website and in marketing materials, promoting Symphony 101
information for new attendees, holding receptions post -concert to give guests an opportunity to
celebrate the evening's performance with guest artists and musicians, hosting open rehearsals
for donors and other special events to express our gratitude throughout the season, and
improving our follow up with audiences after each concert. Industry statistics among orchestras
show 90% of new ticket buyers do not return, making an audience development plan crucial to
an orchestra's growth. Among CSO ticket buyers to the 2017-18 Season, 16% of buyers were
brand new to the symphony and 56% of those buyers were new to the entire Center for the
Performing Arts campus, including all resident companies. We know that attracting new ticket
buyers is no small feat in the arts and the CSO will be making a strategic effort to retain our new
ticket buyers in order to sustain and grow our audience base. CSO leadership is committed to
reach new audiences in unexpected ways, from collaborating with community service and
educational organizations, to performing in new and unusual locations, to redefining the concert
experience through the use of technology and other initiatives.
During the past season, the CSO performed for approximately 30,000 adults and children at
subscription concerts, educational concerts, and free public concerts such as CarmelFest. The
CSO's upcoming season marks the CSO's 44th season of providing outstanding orchestral
concerts to the citizens of Carmel and surrounding communities. Our audience attendance
continues to include patrons from outside the Indianapolis metropolitan area and outside the
state. Throughout its existence, the CSO has continually enhanced our community's quality of
life in a fiscally responsible manner through creative, artistically excellent performances, and
educational experiences for diverse audiences of all ages. In addition, the CSO has become an
important component for the Center for the Performing Arts and in the economic development of
Carmel. The CEO of the Center envisions an even closer relationship with the CSO in the
future.
Funding from the City of Carmel enables the CSO to continue presenting guest artists of
national and international reputation such as Jon Nakamatsu, Sean Chen, Drew Petersen,
Sylvia McNair, the Indianapolis Children's Choir, the Indiana University Singing Hoosiers, the
Gold, Silver, and Bronze Medalists from International Competitions and future artists of the
highest caliber including Edgar Meyer and a community collaboration with Actors Theater of
Indiana.
The CSO is extremely proud that approximately 25% of our annual budget is earned income
from ticket sales. In addition, the CSO is well -supported by individual donors, the business
community through concert sponsorships, gifts, matching contributions, and in -kind donations of
services and office space. We are also proud of the fact that over the past 5 years patron giving
(from a donor base made up of people of different socio-economic backgrounds and age
groups) has increased by over 10% per year. We are also extremely grateful to our professional
musicians who donate their services in -kind to the CSO. Their contribution of uncompensated
talent is valued at $105,000.
While the 2019-20 Season is still being finalized, it will continue to feature six concerts
showcasing the CSO in the Palladium, as well as separate education initiatives including a
Family Fun! concert, two Sounds Exciting! performances and a Side -by -Side concert with local
high school orchestra students. Funding from the City of Carmel helps to underwrite the CSO's
subscription series and educational concerts for all 5th grade students enrolled in Carmel -Clay
Schools, as well as other area school systems, private schools, and home -schooled students.
The separate Side -by -Side concert features the winner of the CSO's Young Artist Competition,
recognizing student's of high achievement and impeccable talent. Family Fun! offers "children"
Carmel Symphony Orchestra
Exhibit A, Page 3
from two to 92 an opportunity to sit among the orchestra musicians to watch music being made
up close. And, after the concert, the excitement spills over into the lobby where the newly
inspired can try out orchestral instruments at a musical petting zoo. City funding also sponsors
the CSO's performance at CarmelFest on the 4th of July, the brass quintet at the Carmel
Holiday Tree Lighting at Center Green, and at various other civic and community events.
Studies increasingly show that creating, performing, and responding to music improves
students' success in school, work, and life. Whether as a pre-schooler or senior, playing in an
orchestra fosters discipline and teamwork, as well as individual skill and expression. The
Carmel Symphony continues to encourage a "family -friendly" atmosphere at concerts and as a
result, the CSO programs concerts that entertain and educate the broadest possible audience,
including audiences who do not traditionally attend orchestra concerts. The eclectic
programming, affordable ticket price and YouthPASS and CollegePASS programs have
attracted family audiences from broad ethnic and socioeconomic backgrounds. Twenty percent
of our annual audience members are students and youth and between our major educational
initiatives (Sounds Exciting! concert, new Side -by -Side concert, Family Fun!, and the
YouthPASS program) more than 4,000 children and students under the age of eighteen heard
the CSO in concert this past season for just $5 or free.
Sounds Exciting! is our signature educational concert designed especially for elementary school
students, who are at the age when they are deciding if they want to play a musical instrument and
participate in school band and orchestra. These concerts draw as many as 2,000 students
including every 5th grade student in the Carmel -Clay system as well as students from Westfield -
Washington, Heritage Christian, and other local schools to the Palladium for the performances that
showcase a wide range of orchestral repertoire. After this concert, teachers are surveyed.
Additionally, the CSO has developed an advisory committee of music teachers from the Carmel -
Clay Schools to help the orchestra plan future programs and projects that will be a resource for
teachers to use in supplementing the state music curriculum.
The CSO nurtures the careers of young musicians through its annual Young Artist Concerto
Competition. With support from the CSO League and Meridian Music, the CSO conducts a
juried competition open to any instrumental music student who is a legal resident of the State of
Indiana. Typically this competition draws applications from more than 40 talented junior high
and high school students. The winner receives a $1,000 prize and is presented in concert as a
soloist with the full orchestra at the Palladium.
Last season the CSO received the following feedback from a patron:
"We moved to Carmel five years ago, and instantly became avid supporters of the arts in
Carmel. Amidst all the spectacular performances we've enjoyed as subscription holders,
your wonderful Family Fun concert would remain the highlight of each season. I think
any Carmel resident with young children would share that sentiment. It has been beyond
rewarding to measure our daughter's growth by the age group in which she would be
called up on stage at the end of each Family Fun! concert. She has claimed her
permanent spot by the first violin, and it has been so heart-warming to receive a kind
smile and a nod of recognition from Larry Shapiro and Jesse Hawkins year after year.
Now that our daughter is eight, she has emphatically stated her desire to learn to play a
musical instrument. 1 never doubted that she would follow in my footsteps and take up
piano; however, the interaction she's had with your Concertmaster and Associate
Concermaster proved too much of a competition. She wants to learn to play violin, and
Carmel Symphony Orchestra
Exhibit A, Page 4
not just recreationally, but with an eye on an orchestra. It goes without saying, that we
are looking forward to another great Carmel Symphony concert again in the near future!"
As we look ahead to our 44' season in 2019-20, the Carmel Symphony Orchestra remains
committed to this guiding principal, as evident in the quote above — Music has the power to
change lives.
C
RMEL
SYMPHONY
ORCHESTRA
JANNA HYMES MUSIC DIRECTOR
Exhibit B
City of Carmel Arts Grant Application
1:22 PM Carmel Symphony Orchestra, Inc. Carmel Symphony Orchestra
08/01/18 Exhibit B
Accrual Basis Profit & Loss Budget Overview
July 2018 through June 2019
Jul *18 -Jun 19
Ordinary Income/Expense
Income
Concert Income
Subscription
75,000.00
Single
60,000.00
Off Season
85,000.00
Total Concert Income
220,000.00
Contracted Performances
0.00
Concert Sponsorship
Season Concerts
66,900.00
Special Concerts
45,000.00
Total Concert Sponsorship
111,900.00
Donations
Patron
50,000.04
Corporate
6,000.00
Board
19,500.00
Orchestra
7,020.00
Staff
1,000.00
Corporate Match
4,500.00
Service Clubs
200.00
Memorial
0.00
Total Donations
88,220.04
Fundraising Event Income
20,000.00
Government
295,000.00
Grants
12,200.00
Program Advertisements
17,000.00
Rebate
0.00
Refund on Expense
0.00
Young Artist
550.00
CD Purchase
0.00
Miscellaneous Income
0.00
Reimbursed Expenses
0.00
In -Kind Contributions
164,175.00
Total Income
929,045.04
Artistic Expenses
Season Concerts
Music Director
Salary
89,000.04
Expenses
16,000, 00
Total Music Director
105,000.04
Musicians - Salaried
Concertmaster
4,625.00
Page 1 of 6
1'22 PM Carmel Symphony Orchestra, Inc.
08/01/18
Accrual Basis Profit & Loss Budget Overview
July 2018
through June 2019
Jul '18 - Jun 19
Assistant Concertmaster
2,960.00
Principal Strings
10,360.00
Principal Winds & Percussion
26,950.00
Associate Strings
28,860.00
Harp
1,700.00
Piano
0.00
Total Musicians - Salaried
75,455.00
Musicians - 1099
26,640.00
Personnel Manager
8,000.04
Assistant Personnel Manager
3,600.00
Librarian
8,000.04
Stage Managers
350.00
Transportation
Mileage
5,920.00
Passengers
520.00
Total Transportation
6,440.00
Cartage
80.00
Guest Artist
Fee
15,500.00
Expenses
4,100.00
Total Guest Artist
19,600.00
Guest Conductors
Fee
0.00
Travel & Lodging
0.00
Total Guest Conductors
0.00
Auditorium Rental
Rental
50,250.00
Facility Fee
10,256.50
Total Auditorium Rental
60,506.50
Music
Purchase
1,500.00
Rental
4,000.00
Arrangements
2,500.00
Total Music
8,000.00
Instruments
Rental
900.00
Tuning
1,050.00
Total Instruments
1,950.00
Equipment Rental
250.00
Recording
0.00
Miscellaneous
1,500.00
Total Season Concerts
325,371.62
Page 2 of 6
1:22 PM Carmel Symphony Orchestra, Inc.
08101 /18
Accrual Basis Profit & Loss Budget Overview
July 2018 through June 2019
Jul 118 - Jun 19
Special & Contracted Concerts
Music Director
19,000.00
Musicians - Salaried
Concertmaster
750.00
Assistant Concertmaster
480.00
Principal Strings
1,680.00
Principal Winds & Percussion
4,620.00
Associate Strings
4,680.00
Harp
600.00
Piano
400.00
Total Musicians - Salaried
13,210.00
Musicians - 1099
5,925.00
Personnel Manager
750.00
Assistant Personnel Manager
0.00
Librarian
750.00
Transportation
Mileage
1.020.00
Passengers
150.00
Total Transportation
1,170.00
Cartage
80.00
Guest Artist
Fee
35,000.00
Expenses
0.00
Total Guest Artist
35,000.00
Guest Conductors
Fee
0.00
Expenses
0.00
Total Guest Conductors
0.00
Auditorium Rental
Rental
16,500.00
Facility Fee
6,000.00
Total Auditorium Rental
22,500.00
Music
Purchase
1,000.00
Rental
3,000.00
Arrangements
2,500.00
Total Music
6.500.00
Instruments
Rental
600.00
Tuning
750.00
Total Instruments
1,350.00
Equipment Rental
5,000.00
Page 3 of 6
1:22 PM Carmel Symphony Orchestra, Inc.
08/01 /18
Accrual Basis Profit & Loss Budget Overview
July 2018 through June 2019
Jul '18 - Jun 19
Miscellaneous
1,000.00
Total Special & Contracted Concerts
112.235.00
In Kind Contributions
164.175.00
Total Artistic Expenses
601,781.62
Gross Profit
327,263.42
Expense
Advertising and Marketing
Season
58,000.08
Special
25,000.00
Advertising and Marketing - Other
0.00
Total Advertising and Marketing
83,000.08
Community Service
2,000.00
Development
Cultivation
1,500.00
Patron Receptions
5,700.00
Development Expense
0.00
Development - Other
0.00
Total Development
7,200.00
Dues and Subscriptions
Conference Registration
300.00
Dues
2,205.00
Subscriptions
0.00
Total Dues and Subscriptions
2,505.00
Equipment Purchase
1,000.00
Equipment Rental (Non -Concert)
3,220.00
Fundraising Event
0.00
Insurance
Directors and Officers
884.00
Workers Compensation
2,319.00
Liability Insurance
1.214.00
Total Insurance
4,417.00
Internet Expense
ISP
0.00
Total Internet Expense
0.00
Licenses and Permits
Artistic
2,600.00
Bulk Mail Permit
0.00
Tessitura
6,000.00
State
22.00
Total Licenses and Permits
8,622.00
Miscellaneous
480.00
Office Supplies
3,000.00
Payroll Expenses
Executive Director
79,400.00
Page 4 of 6
1:22 PM Carmel Symphony Orchestra, Inc.
08/01/18
Accrual Basis Profit & Loss Budget Overview
July 2018 through June 2019
Jul '18 - Jun 19
Vice President & GM
41,500.08
Director of Development
9,900.00
Education Director
3,750.00
FICA/Medicare
27,090.00
Total Payroll Expenses
161,640.08
Postage and Delivery
Postage
5,000.00
Shipping
116.36
Bulk Mail Processing
0.00
Total Postage and Delivery
5,116.36
Printing and Reproduction
Brochures
4,000.00
Concert Materials
750.00
Development Materials
4,500.00
Educational Programs
1,500.00
Invitations
0.00
Posters & Postcards
4,000.00
Programs
8,000.00
Color Copies/Overage
60.00
Miscellaneous
100.00
Total Printing and Reproduction
22,910.00
Professional Fees
Accounting
6,000.00
Graphic Design
12,000.00
Marketing/PR Consultant
27,300.00
Network Maintainence
0.00
Payroll Service
300.00
Program Book Sales
2.252.25
Website Design/Maintenance
0.00
Consulting
DeveIopment/Grant Consultant
3,000.00
Total Consulting
3,000.00
Total Professional Fees
50,852.25
Refund
0.00
Rent
1,812.00
Repairs
Computer Repairs
500.00
Equipment Repairs
0.00
Total Repairs
500.00
Telephone & Internet
1,970.88
Travel & Ent
Parking
60.00
Lodging
1,000.00
Meals
2,500.00
Page 5 of 6
1:22 PM Carmel Symphony Orchestra, Inc.
08/01 /18
Accrual Basis Profit & Loss Budget Overview
July 2018 through June 2019
Mileage
Travel
Total Travel & Ent
Young Artist Competition
Award
Expenses
Total Young Artist Competition
Total Expense
Net Ordinary Income
Other Income/Expense
Other Income
Interest Income
Bank Accounts
Endowment
Total Interest Income
Total Other Income
Other Expense
Bank Service Charges
Bank Accounts
Credit Card Fees
Total Bank Service Charges
Total Other Expense
Net Other Income
Net Income
Jul '18 - Jun 19
0.00
300.00
3,860.00
2,250.00
600.00
2,850.00
366, 955.65
-39.692.23
120.00
3,500.00
3,620.00
3.620.00
0.00
1,000.00
1,000.00
1,000.00
2,620.00
-37,072.23
*The deficit shown is a result of the Music Director's salary
and one-time relocation expense and stipend.
Page 6 of 6
CCAc
RMEL
SYMPHONY
ORCHESTRA
JANNA HYMES MUSIC DIRECTOR
Exhibit E
City of Carmel Arts Grant Application
STATE OF INDIANA
SS:
COUNTY OF HAMILTON
AFFIDAVIT
I, Kimberly Dimond , an authorized representative
of Carmel Symphony Orchestra ("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 $ 778,046.99
L
V It
- ature�• - Dimond
Printed Name
Subscribed and sworn to before me, the undersigned Notary Public, this JJDT�' day of
T1\a Uy`VC .2018.
Pie SHARON M. KIBBE
:° 8E�L (1 Resident of Hamilton Co.
* %+ My Commission Expires
01 Nr July 12, 2026
�I�
Signature - Notary Public
Printed Name
Resident of
My Commission Expires:
County, Indiana
f
CARMEL
SYMPHONY
ORCHESTRA
JANNA HYMES MUSIC DIRECTOR
Exhibit G
City of Carmel Arts Grant Application
01
Carmel Symphony Orchestra
Exhibit G
City of Carmel Arts Grant Application
Final Report 2017-18
As in past years, one of the Carmel Symphony Orchestra's (CSO) greatest successes
continues to be our partnership with the Center for the Performing Arts as the Resident
Orchestra at the Palladium. It raises the artistic level of the orchestra and is a significant
factor in our financial and artistic growth and success. The CSO's 2017-18 Season, our
42�d, marked the debut of Maestro Janna Hymes, our new Music Director, and the
impending retirement of Dr. Alan Davis, longtime President & CEO since 2000. Guest
artists who performed with the CSO last season included Drew Petersen, Tessa Lark,
Michael Thurber, Sean Chen, and CSO Concertmaster Larry Shapiro.
Following the national trend, season ticket sales were down slightly from the year before,
but roughly 25% of the house still sold in subscriptions, and overall attendance averaged
just above 900 per concert. In addition, we retained all of our corporate and individual
sponsors.
During the past season, the CSO continued to emphasize our educational mission with
these programs:
• Sounds Exciting! Concerts — These concerts for 5th grade students are designed
to suppliment state curriculum guidelines and to encourage students to make a
decision to play an instrument. More than 1,600 students and nearly 100
teachers and chaperones from Hamilton and surrounding counties were in
attendance. Area music teachers meet with symphony staff to help to design
these concerts to insure they meet the educational needs of their students.
During this process, we gain invaluable input from teachers as to how the CSO
can better serve schools and target programming to supplement curriculum
goals. We then create and distribute a 'newsletter' to all the music teachers and
students in advance to help them prepare for their concert experience.
• Family Fun! — This interactive concert allows young children to sit by our
musicians on the Palladium stage to watch music being made. Family Fun! is
followed by an instrument petting zoo, which allows children to try various
orchestral instruments they just heard and observed.
• YouthPASS — This special offer allows children and students through high school to
attend concerts for $5. This remains an important factor in the continual growth of
CSO audiences each season. The $10 CollegePASS also helped to grow our
younger audience.
• Young Artist Competition — An annual juried competition open to instrumental or
piano students who reside within the State of Indiana. The winner receives a
$1,000 prize and performs as soloist with the full orchestra at the Palladium.
• Musician Mentoring — This occurs at every rehearsal with the professional
principal of each section coaching the avocational musicians, and thus serving as
their mentor. This makes the CSO unique and successful in its mission to serve
life-long learners. The CSO employs principal players in each section. A
significant number of our musicians are community volunteers who range from
students through retirees.
• Music Matters — This program, led by the Music Director and guest artists, served
as another educational opportunity in an informal setting. The program highlights
interesting perspectives on the concert's composers and their music, followed by
10
Carmel Symphony Orchestra
Exhibit G — Page 2
a Q&A session. The increased popularity of Music Matters shows that our
patrons are eager to learn more in order to enhance their concert experience.
Finally, while the CSO finished FY18 with a slight deficit, the orchestra continues to
remain on solid financial footing.