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HomeMy WebLinkAboutResolution_BPW_02-03-21-20; Arts Grant; ($40,000.00); The Indiana Wind SymphonyRESOLUTION NO. BPW02-03-21-20 RESOLUTION OFTHECITYOFCARMELBOARDOFPUBLICWORKSANDSAFETY ACKNOWLEDGING ARTSGRANTPROGRAMAGREEMENT WHEREAS, pursuant toIndianaCode36-1-4-7, theCityofCarmel, Indiana (“City”), isauthorized toenter intocontracts; and WHEREAS, pursuant toIndianaCode36-4-5-3, theCity’smayormayenterintocontractsonbehalfofthe City; and WHEREAS, pursuant tohisauthority under Indiana law, theCity’smayor, theHonorable JamesC. Brainard, hascausedtobesignedtheArtsGrantattachedheretoasExhibitA the (“Contract”); and WHEREAS, MayorBrainard nowwishestopresentthecontracttotheCity’sBoardofPublicWorksand Safety forittobepubliclyacknowledged, filedintheClerk’sOffice, andmadeavailabletothepublicforreview. NOW, THEREFORE, BEITRESOLVED bytheCityofCarmelBoardofPublicWorksandSafetyas follows: 1. TheforegoingRecitalsareincorporated hereinbythisreference. 2. ThereceiptoftheContractisherebyacknowledged. 3. TheContractshallbepromptlyfiledintheofficeoftheClerkandthereaftermadeavailabletothepublic forreview. SORESOLVED this dayof , 2021. CITYOFCARMEL, INDIANA ByandthroughitsBoardofPublicWorksandSafety BY: James Brainard, Presiding Officer Date: MaryAnnBurke, Member Date: LoriS. Watson, Member Date: ATTEST: SueWolfgang, Clerk Date: S:EBass\\\ MyDocuments\\ BPW-\Resolutions\2021\\AcknowledgeArtsGrantIndianaWindSymphony.\ docx1/27/202110:25AM DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 2/3/2021 2/3/2021 2/3/2021 2/3/2021 2/3/2021 ARTS GRANT PROGRAM AGREEMENT This Grant Agreement ( herein referred to as " Agreement") entered into by and between the City of Carmel ( the " City") and The Indiana Wind Symphony ( 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, Linda Moore 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 $ 40 , 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. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 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, unaudited Balance Sheet and Income Statement, 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, ifrequested, shall be performed by a Certified Public Accountant (" CPA") who DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 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. tl DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 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: The IndianrA- ind Symphony (" Grantee") ame of Officer: Linda Moore Title Date: 11 / 18/ 2020 ATTEST: Date: 1- 13- 2021 IWS Board President CITY OFARMEL ("Grantor") By: James Brainard, Mayor Date: 1- 13- 2021 If you have airy question concerning the City of Carmel' s 2021 Arts Grant Program. grant writing, guidelines or application materials, contact: Sharon Kibbe, City of Cannel. One Civic Square, Carmel. IN 46032. Phone: 317- 571- 2333. sAih b d c C r cg_ rnt( el myov. M. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Exhibit " A" An Application and Description of the Proposed Use of the Grant Funds APPLICANT: Name Address: of organization:P.O. Box _ 78592 Indiana Winri Rymphr) ny Indianapolis, IN 46268 Telephone:_( 317) 213- 7989 Fax: N/A Contact Person: Linda Moore, President Board of Directors,' Email: Lmoore7989@gmail. com APPLICATION AMOUNT: $ 58, 000. 00 Jan Schreibman. Board Member, ( 317) 748- 4802 janschreibman@att. net DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS: See additional paged Additional pagges may be added to Exhibit - A") RFirAed, Name of Officer: Linda Moore Title: IWS Board President Date: 11 / 18/ 2020 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Description of the Proposed use of the Grant Funds The Indiana Wind Symphony ( IWS) has entered its 23rd season of performing as Indiana' s premier adult concert band under the musical direction of Dr. Charles Conrad and assistant conductor Nathan Voges. Since 1997, the IWS has established a nationwide reputation for the extraordinary quality of our performances. Our membership consists of 80 trained symphony musicians who volunteer their time and talent to make this musical experience possible and help us fulfill our mission to present artistic performances of significant music for band and wind ensembles to the Central Indiana community. Our performances bridge the musical heritage of the classical community band with the innovation of a contemporary wind ensemble repertoire. Over the last decade, the IWS has transitioned from playing in high school auditoriums to establishing a more permanent home at The Center for the Performing Arts in the City of Carmel. As one of the 6 resident companies, we continue to invest in the promotion and success of the City of Carmel. The IWS has worked closely with The Center for the Performing Arts during the COVID- 19 pandemic and we were able to start the 2020/ 21 season as scheduled with numerous modifications. These modifications have been very challenging. We are requesting $ 58,000.00 to provide funding for the following mission -critical initiatives that have made the IWS an asset to both the Performing Arts Center and the greater City of Carmel. GENERAL MANAGEMENT Over the last twenty years, the IWS has delivered increasingly professional - level performances of challenging repertoires, premiered and commissioned new works for concert band, and have accompanied nationally and internationally acclaimed soloists. The IWS consistently earns high praise from its audiences. The ensemble has achieved this organizational growth, along with its exciting transition to become a resident ensemble at the Center for the Performing Arts through the significant time, resources, and general management given almost exclusively by an entirely volunteer board of directors and the music director who oversees the operation of the organization. During the 2019- 20 season, the IWS had hoped to hire a part time development manager to help grow its donor base, develop and improved fundraising strategy, and coordinate marketing and outreach efforts for the organization. At the current time, the IWS continues to look for a competent and highly skilled individual for this position. The IWS marketing team with the assistance of two contract staffers have developed and implemented a concise process to promote the 2020/ 21 concert season. The COVID- 19 pandemic has required continual updating and revisions to these materials. The marketing team has been responsible for drafting the COVID- 19 pandemic related safety materials/ procedures and providing this information to the IWS members and supporters. The IWS has acquired the services of an accountant to assist with financial reporting. Several other support positions remain unfilled at this time ( personnel manager, operations manager, lead percussion) but are needed to decrease the organizational demands on the musical director and the board of directors. During the 2019/ 20 season, the IWS was able to establish guidelines for endowment and support options that recognize our higher level donors and sponsors. In addition, a special fund was set up for the replacement/ purchase of musical instruments needed to enable the IWS to continue to provide quality performances. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F The IWS would use a portion of any grant funds awarded to search for and hire another employee or contract personnel to fill the development manager position as well as the other support roles. The IWS will continue to develop and implement its strategic vision to grow concert attendance, increase corporate and individual relationships and monetary contributions and expand its community involvement. MARKETING and COMMUNITY ENGAGEMENT MARKETING In recent seasons, the IWS has focused on increasing attendance through outreach and targeted marketing. Since 2016, the IWS has continued to refine and increase brand awareness throughout the community, including the City of Carmel through targeted direct mail, radio advertising ( WFYI, WICK), social media, community engagements and special events. The marketing team is involved in the design of all materials needed to support and promote the IWS. Unfortunately due to the COVID- 19 pandemic, marketing materials have needed constant updating and redesign as concert content changed. The IWS marketing team and board are investigating the options of live -streaming concerts and small ensemble performances. This is a major shift that may be required to keep our programming available. COMMUNITY ENGAGEMENT and PARTNERSHIPS The IWS is a resident ensemble at the Center for the Performing Arts, but its performances are not limited to that location or the scheduled concert season. The IWS is proud to offer free community concerts at the Carmel Gazebo each year during the summer months. Our performances provide a fantastic opportunity for members of the general public to become IWS patrons outside of the traditional concert season. Each June, the IWS presents a Side by Side concert which features advanced young instrumentalists (grades 9- 12) from throughout Central Indiana. These young musicians are invited to rehearse and perform alongside IWS musicians in each instrument section. The youth are able to develop a working musical relationship as they prepare and perform band and wind ensemble repertoire of the highest caliber. The 2019/ 20 Side by Side concert was planned for June 12, 2020 at the Carmel Gazebo but was cancelled due to COVID- 19. It is on the current concert schedule for June 2021. The IWS has secured funding to offer several scholarships to youth musicians through the Penrod Society. PROGRAMMING and GUEST ARTISTS The 2019- 2020 season was slated to be the busiest in the history of the Indiana Wind Symphony, but the COVID- 19 pandemic brought concerts to a halt in March. The initial concert was the first time for the IWS to perform at the Indiana State Fair. We were all quite excited as there was a long tradition of concert band performances at this event that extended all the way back to the nineteenth century and included several concerts by the famed Joh. Philip Sousa concert band. We included Sousa' s Jack Tar March, which was a new work when the " March King" conducted it at the 1903 Indiana Sate Fair. Our soloist for the concert were Carmel High School graduate and University of Alabama opera performance student Jessica Konrad and IWS Principal Flute Carl Butler. We featured several Indiana composers including James Hanley, Fred Jewell and Hoagy Carmichael. Concert # 2 of the season was the next evening at the Greencastle Summer Music Festival and featured the chamber ensembles of the IWS. Whenever we perform an outreach concert, the IWS tries to feature a piece by a local composer. We performed Amerinda by Hoosier and DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F DePauw graduate Lee Orean Smith, Mozart and famed Bloomington jazz musician AI Cobine. Concert # 3 was in the beautiful outdoor setting on the plaza of the Johnson County Courthouse in Franklin. The local composers featured were Fred Jewell and R. B. Rudy, while the music ranged from Sousa to Suppe to John Williams. There was a large crowd on a beautiful summer evening at the Franklin Ethos Festival. The ninth season as a resident company at the Palladium opened with Viva la France in September. The major work of this concerts was a symphony created from Bizet' s immortal opera Carmen by composer Jose Serebier. Two weeks later we opened our wind chamber season at the Studio Theater with soloist Marjorie Hanna, Principal Cellist of the Indianapolis Chamber Orchestra, in Vittorio Riete's Concerto for Cello and Winds. Another major work was the brilliant Dvorak Serenade for Winds in d minor that was written in 1878. Our November concert featured the works of Hoosier composers - C. E. Duble, C. Earl Downey, Harry Bulow Purdue professor of Music Theory), Hoagy Carmichael, O. R. Farrar, Fred Jewell, J. Gus Davis and Paul Whear. The soloist was Indianapolis Symphony Orchestra Principal Bassoon Mark Ortwein, who played Julius Facik' s Concertino for Bassoon and Ecstatic Cling, a work by Butler University composition professor Frank Felipe that features the use of sound effects on both the bassoon and contrabassoon. For the first time, the IWS performed a pair of holiday concerts. The first was entitled Fun with Santa and Mrs. Claus and it was aimed primarily at the young people in the audience. Ken Knowles and Ann Conrad have long been regular performers with the IWS, and their rendition of ' Twas the Night Before Christmas as arranged by former IU Music Professor Newell Long always is a favorite. We also performed Highlights from Frozen with soprano soloist Jessamyn Anderson and Secret Agent Santa. The second concert also featured Jessamyn Anderson singing Let It Snow, White Christmas, and O Holy Night. The holiday classic is an arrangement that our late staff arranger Steve Rhodes wrote with Jessamyn and the full forces of the IWS in mind. Attention was planned by orchestras, choirs and bands worldwide to the 250th anniversary of the birth of Ludwig van Beethoven, whose Egmont Overture was on the first concert of the calendar year. The rest of the concert was devoted to the film music of John Williams, and featured soloists were Principal Trumpet Brian Hoover in Summon the Heroes and Principal Flute Carl Butler in Schindler' s List. Sadly, this attention to the Beethoven anniversary became on of so many things lost to the pandemic. The second wind chamber concert took place on March 7th at the Studio Theater. The big works were Beethoven' s Wind Octet and the Adagio para Orcuestra de Instrumentos de Ventos by Spanish composer Joaquin Rodrigo. Our soloist was the Principal Harp of the IWS Melissa Gallant in Daniel Pinkham's brilliant Music foran Indian Summer. Three days later on March 10th, the IWS participated in the much anticipated first Naturalization Ceremony to be hosted by the Palladium. Nearly 100 new American Citizens from around 40 countries were welcomed. The ensemble held our first rehearsal for the April Hollywood Memories concert with piano soloist Kelleen Strutz on the following evening. The next day Governor Holcomb announced the shut down due to the pandemic. In addition to Hollywood Memories, we lost our first outreach concert planned at the Wabash Honeywell Performing Arts Center and our May concert at the Palladium which was to feature father and son trumpet virtuosi Vincent and Gabriel DiMartino as well as the presentation of the annual James B. Calvert Outstanding Indiana Music Educator Award to Dr. Leesa May of Indiana University Jacobs School of Music. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 2020- 2021 Season This season began under the shut down due to the pandemic. The first cancelled concert was our annual Side by Side concert with high school students at the Carmel Gazebo. We were scheduled to perform a concert for the City of Greenfield Fireworks display on July 3 with soprano soloist Jessamyn Anderson as well as a concert for the City of Plainfield with trumpeter Brian Hoover. There was a brief pull back from restrictions and we were able to start our Palladium season with quite a few changes. There were no intermissions and social distancing was required on stage. The audience size was reduced from 1600 to 440. The Palladium state and choral terrace allowed us to utilize about 70% of the IWS personnel at any one time. The biggest challenge was finding rehearsal space. The largest of our regular rehearsal locations is the music building at Marian University and with distancing requirements we are able to have around 40 players as well as a modest percussion section. This worked quite well for our September 27th concert in its revised format as the longest work was the Lowell Lieberman Flute Concerto that featured IWS Principal Flute Carl Butler. The accompanying forces were much smaller than the full IWS, and we were able to do all the rehearsing for that work at Marian. That work was a highlight moment in the history of the ensemble. We were encouraged by the size of the audience. The IWS was also able to schedule the premiere performance of a new march by one of our favorite contemporary composers Kelly Bennette. It is called The Quarantier and we paired it with Fucik' s famous march The Florentine. A planned October 10th chamber wind concert at the Studio Theater was cancelled due to a lack of audience capacity with distancing. It was to feature Beethoven works as well as a major wind chamber piece by Wilhelm Berger and by 96- year-old Indiana composer Ned Rorem. The ensemble was in the same rehearsal situation concerning our Halloween concert on Saturday afternoon, October31st. The original intent of the 2:00 PM concert was to attract children who would wear their consumes to the performance and then go our for trick or treating. After considerable discussion we opted to leave the performance at its original time. Pianist Kelleen Strutz was to be our soloist on the cancelled April concert and we reconfigured the concert to include her performance of the Warsaw Concerto on the Halloween concert. It was a fine performance and her encore of Prokofiev' s Suggestions Diabolique was perfectly suited to the event. The IWS performed another Kelly Bennette work, Dracula, that had dramatic sound effects that were brilliantly rendered by the terrific sound technicians at the Palladium. The concert concluded with a medley of Danny Elfman horror film compositions entitled Music for a Darkened Theater. We rehearsed once for our pair of Christmas concerts before the Center for the Performing Arts again was forced to cancel upcoming performances with live audiences. We had planned a children' s concert with Santa and Mrs. Clause at the 2: 00 PM and a Holiday concert in the evening. Both concerts were to have featured soprano Jessamyn Anderson and harpist Melissa Gallant as soloists. The next planned concert is scheduled for February 21, 2021 and is to feature Demondrae Thurman, Professor of Euphonium at the Jacobs School of Music at IU and one of the greatest euphonium players in the world. We are scheduled to do a premiere performance of a new euphonium piece. Another premiere is to be a new arrangement by Dan McGlaun of Wagner' s Prelude to Act 1- Lohengrin. We have rescheduled Lissa Fleming' s Acceptance of the 2020 Calvert Outstanding Music Educator Award that was cancelled in May. The March 6 chamber wind concert at the Studio Theater is still technically on the schedule but will likely be cancelled even if concerts are possible at the Palladium. It is to feature a new wind chamber version of Brahms' famous Variations on a Theme of Haydn, the Sinfonietta of Joachim Raff DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F and a premiere of Dan McGlaun' s arrangement of the Scherzo from Mendelssohn' s Midsummer Night's Dream. The April concert is to feature Jessamyn Anderson in a brilliant new song cycle by Michael Daugherty - Songs from a Silent Land as well as a new arrangement of the art song The Girl in 14G, made famous by Kristin Chenowith. The May 23 concert is set to feature clarinet and bass clarinet soloist Howard Klug, Professor of Clarinet at the Jacobs School Of Music at IU. We are scheduled to conclude the season with a full performance of Mussorgsky's wonderful Pictures at an Exhibition. We also plan to award the 2021 James B. Calvert Outstanding Music Educator Award. The IWS is hopeful that it will be possible to reschedule the Honeywell Center concert that was postponed from this past May. A portion of the total grant funds requested would allow us to continue to present quality and diverse musical experiences to the Central Indiana community. The IWS would be able to continue introducing both well- known favorites and premieres of new and challenging classical repertoire. 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N C O U yF O' R E cn C= ro R v c ors AX'S, o« Heo Eo O R O Q ' O R W a oE o co 0.= O y •p U p C N v U 0 to« N y o R n cd T 3 0 i• a C M F• p0 C E s td C_ d O y L m o7 E .> :> O« N m°° b u 0 0 O} D. ro Y N N U E O ro v Lu x R bo OO. yv, v o- C E spa N E a Yv >.. x ` S :_ " . oi y > j EO 3z o v m 3 v R E• en s ? m oE3« v i57o"= Q N_ NRza•° Q caCvy V R co R •° R N t. w= H 3 0 d > ap vc3 m pa _ = o m y _y'` C • e, LO, m _ E .uo°.. o U .' s C % H ^ C C O N N ' u Vj • wGO, CC x C a9 L ° q C ro v • R L C m v, 0 O R: a Ea3 E Scs i.o _0 .-o Rco . ro vU wLl 0 ro 3 q DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F d$ m3,s, i, dv' v' v' roi idr 3 cv cs'F°m r, ow g cY•5 0 vMCC R E o> , o E o c a w y mbo m C° d i E° . Ly. ' V . 0 A Y U) °_ +•> d t A°° L N L M iE' aU G.. y' . a O 0 Y O EV0a° mv6 OU N;` n3uD«' m=> s = 3 v. c w dsmdc E a Z`" UVL >°, C > 3x • 34 c° r yn EaciT svEv v vvi o0Lo z3, C pE' o o m To o, E• m S°'$ c°'-` ' O n a`+ M a ' ow' 7vUiNo vo 3 $ osN 0 v t0 w. FLcl w 0 v N x 'O - O . O v^ 5 O v v G• v c •- w c v c" •p c3 O ti1i O v N fix. V ° fC vv3 0 0 "a E E"° a° i G1 N •- z o W v 3Y0 Qo o i w 3 o N Nlow IQOm aivG 0 E ai C7E b VC0 U. Y d N v 8 . CA EN Lq) ° ccv o e X { Orn , v 60Ys j pd yN v t U V p •y 4. y-! N G. 4) o i y n chi fG. N m N3 ci aiCaA t 9L F + 8 . O o b, — dr-) yw d . C7C7 b oa v v Z . c. N d N Y M N y O U F w• m A ss°'?s°' ? ° a ivw mvByEvm a h Lc "tVU Y O OFG Q ro v E L1 O 5 a y m a U Q A L U z c v3 O h i ti N R 44 N O c w 1 n I DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F mwWm.: Psc fA L ' ccO m N T V m .'".. O 2 O m z O' v . y 5 mti mv, v E z m E W mEv cv a S o TO uOUV QGV W 5, a3 ym E . 0^ m o; y rA} 001'. mxZ m.°c m md° c° yF-' " m mmuO O V r 0 e., 0 y y ' U ." i O O O ' O U 4. y N O C q y F G E O m m N m ' 0 w C a0. '^ U U y ..F..-: 0 7 sac d z E m a m La m= ` « w r. O A . o .. a.. m y c v N cc v O U o m C] 0 Q m .. y <v o m o o V cIr Wm U 9 = O O — —= ._ 0 6GOmO O« I O N N , T' L- mssv av 0 PL,., h vi N' Om >°` vp • in O °` °` 3 mz Jig P wA e 4 q o E eu Ef.? ac3`.° c . c°GxEw u °' tiU' U2 U.S v` sE a u v v Im— r— C' 0 ' 2 2 aia— z0 c 3 . •.. o v a v e r Ca ' o V o 3 v v 'd v P.. e 7. o a L V a mL' c m S. xJ' mU W. a fn7rn . O 7. 11 W ADGCE evdos` 3 ti az ti ccac` a oram cv= E 0 2 C y C O O O o O O O O o N O O O O O C O O O O O ry O 4- O• . V cm t u N m U O N 3 v , O F L v v v o p, E' g r` u y m E Q p L" C y ay. C: ,c 5 p 40 $ O C F v.^ V ti 0 0 j m$ Q U L mF' O S ll caou 3 z 0:C 2 O G n3« 3 a— rA w u N N N N N N N N N N Cm p U p N .. L O m p y Oy FN Q i Z 5v v L o GG a y o p + y o o° c O Cen dE o n a. OOy O' m y G o '« cN ml 7° O ° N 7 O R 0. F4 f G v u y .'O3 r y G ' L" 4. 2 " 0 . L a to 0 a v `m ° r cyi NO 3 oo` go J J 4 J n Z C ' C« p U y . L.. O E 0 O p OivE ". y ^.cn" mn3c° ^ oaGi F 3 • r. B. C. O 4t O C 1 G O rJ O U G 0 0 0 0 , yn O : J CA' O y " O » ' a O O E E C y L 0 O M CO OtoR ttl O O a C y •bOX O 0. U U y C y g L G a C '' U U U y y y p 3 U "'' p° i w Y C rzzzz-.> A i O. zN izN z u z m 3 T y Q y E U C O 9 n N 6 a m o LL en RA o G T 3 c u '^ m o .- o ` .. m w= w d v° it o m= m c 0 u ap U UdI C v 7 27 b m L W W C T 2 v f Z m t N 'O E a m O y y O m Ol Vf W N o W o c O` W aii N.. t c¢— w m c6 N V N t y J C N O N J UI U N W L E E L T W° m E C JJ Q O O N Z VI GI 2' W J O R U 0 W J G Wao U C U J D W i J W A o`wo C5 at v N G Q Mo ca vti E cc C. o 0 mm a L. N O N L Q o c Ey vx w U u N 9 om m m v E E c 2 3c c c o 6 x. s c O m c n rmv w maN c OEv u 7 L v 3 v u c E c m m $. Tut INDIANA WIND TYMPUONY Charles P. Conrad, Ahtsic Director Nathan C. Voges, Assistant Conductor Ellen Logan Bailey Katie McDermitt Blandford Deb Blue Carl Butler, principal Carol Dennis, The Jane Hilaire Alto Flute Chair Kerri Fischer Karen Frass Cassandra King Lam Langeneckert, piccolo Clam Loisch Catherine Maloney Kevin L. Mclaren Henri Pensis Martha Sands Janice Schreibman Lydia Stephens Melissa Wall Kelsey Fish Barbara Howes, english horn Ellen Huckabee, rind at Mike Bmtcher, principal Tereza Inveiss, contrabassoon Julie Kellum Kevy Bailey Kaz Chan Linda Cook Maya Davis James DeCarn Amanda Dowell Nila Fillman Nancy Frass, Lb clarinet Alice Greenburg Andy Hollandbeck, The Susan Hartman Clarinet Chair Claire Houston Andrea Hoyt Cherie Cogsdill lames Marty Johnson Edward Kingsley, The John Schurrurr Clarinet Chair Andrew Lamke Liz Leatherbeny Cynthia McCullough Cindy Moss, principul Lindsay Perry Katherine Peters Tom Sands Nancy Shaw Jerry Weber, alto clarinet Nicholas Brightman Marilyn Flowers Flora Garrison Susan Ullom Hungerford, Great music. No strings attached. The Indiana Wind Symphony, a resident ensemble of the Center for the Performing Arts, has been presenting important musical works to audiences in Central Indiana for over zo years. We' re pleased to bring experienced musicianship and exciting repertoire together in a world -class concert facility. John Williams Film Fantasia March 1, 2020 1 3: 00 pm I The Palladium Celebrating your favorite film music of John Williams, including Indiana Jones, Star Wars, Superman, laws, and E.T.! DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Choice Gems for Winds March 7, 2020 17: 30 pm I The Studio Theater Join chamber players of the Indiana Wind Symphony, as they present a variety of important works for small ensembles from Ludwig van Beethoven to Joaquin Rodrigo. With limited instrumentation, hear delicate tapestries of melody and harmony thatjust cannot be matched with a full ensemble. Hollywood Memories April 5, 202013: 00 pm I The Palladium Hearthe music of some of Hollywood' s most iconic films, including Gone with the Wind, Jurassic Park, Les Miserables, The Sound ofMusic, and James Bond " oo7". The Indiana Wind Symphony also welcomes local piano soloist, Kelleen Strutz. Kelleen will perform the dazzling Warsaw Concerto from the igra film Dangerous Moonlight. Trumpet Extravaganza and The Firebird May 3.7, 202013: 00 pm I The Palladium The Indiana Wind Symphony is proud to feature Gabriel and Vince DiMartino, two of the most sought- after trumpet soloists and educators in the world. The IWS will conclude its season the Stravinsky' s iconic ballet, The Firebird! Beethoven at 250! 0 The Indiana Wind Symphony will also open a year -long celebration of the 250th anniversary of the birth of Ludwig van Beethoven. Tickets and additional information at: https:// www. indianawindsymphony. org https:// thecenterpresents. oro DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F O O O v c-- I C N U-0 O N O C: N c6 Liri`] MOE 11 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F F LE THIS ONE' S FOR YOU, 10 STUDENT TICKETS THE INDIANA WIND SYMPHONY PRESENTS PRNORRMIC FANTASY LIEBERMAN' S FLUTE CONCEP- T f ( ! fi cwtvd&qr, fide 3: 00 PM I THE PALLADIUM DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F LXhlbt4- 8 Income Concert income Outreach concerts, non Palladium venues 8,000.00 Concert Honorariums 1, 500.00 Program Advertisements 5,000.00 Season Ticket Sales 1, 800.00; Ticket Sales 30,000. 00 Total Concert Income 46,300.00` Contribution Income Amazon Smiles 200 Kroger 300' LillyMatchingGift3, 000. 00 Slate Employee, 500' Donor Matching Grant3, 000. 00. Unrestricted 30, 000. 00' Total Contribution income 37, 000. 00' Fundraising 37, 000. 00 Gala Celebration Income (on hold) Gala in kind Gala Donations Gala Fundraising Gala Silent Auction Gala Table Sales Total Gala Celebration Income Sponsorships ( at least one per concert) 7, 500. 00 In Kind Donations1, 000. 00 Grants Carmel Grant - 42, 000. 00 Indiana Arts Commission FY21 (6, $ 054. 72) 6, 000. 00; 1st payment9/28/ 20 (4, $ 541- 04) Indiana Arts Commission CARES Ad 11, (639. 96) Marketing / COVID 19 restarti Penrod Society.(1000. $00)1000. ,-„ 00 for youth programming Other 10, 000. 00' Indiana Youth Wind Ensemble or other youth program— 3' 000. 00 Li Shirt and Photo Sales 500 COVID 19 donation fund3, 000. 00: Total Income 194, 400.00 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Gross Profit 194, 400. 007 Expenses Advertising for concerts Print (Current, etc) 3,500.00 Radio 1, 000.00, Award Expense 300. Bank Charges and Fees- . 50-, PaypaVSWpe 400, Total Bank Charges and Fees 450 Capital Expenditures Equipment purchases and percussion fund 9,500. 00; Instrument Repair 500 Board Retreat Expense Soo Strategic planning, board development diversity Hospitality. Concert Hall Rental 30,000.00, Palladium Settlements 5,000mi Rehearsal rental. 1, W0.00, Credit Gard Fees 900 Facility Ticket Surcharges 6,700.00: Music Purchaseslrental 5,000.00 Special Music /Stephenson ( on hold) 5,350.00 Other Concert Expenses Paid Performers 5,000.00 Posters 550: Printing and Reproduction 1, 500.00; Programs 7,000.00 Soloists and guest conductors 10,500.00 Sound wo Transportation Expenses I' 500.00 Outreach Concert Gazebo 2,000. 00 Indiana Youth Wind Ensemble or youth programming 2,000.00 Outreach Receptions 7,000.00! Depreciation 2, 115.00 Dues and Subscriptions 6W Fundraising Expenses 1, 000. 00 Gala Expenses ( on hold) Insurance Board of Directors 1294.00 Liability Insurance 692 Other 78.5 Workers Compensation ( on hold 371. 5 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Marketing - 3,000-00 Miscellaneous 500 Office Supplies 700' Quickbooks 840 Players Support 500 Payroll Expenses wages Development Manager ( on hold) 28, 000. 00 Payroll Services Expense 800 Payroll taxes 3,000. 00 Lwwon manager ( on noa) Marketing Manager/personnel - Accountant Lead Percussion Total Expenses Net Operating Income Net Income Percussion Equipment Expense Fund Contribution 7,500-00 6, 000. 00 500 2,000. 00 2, 000. 00 12, 000. 00' 5,000. 00 , esn 193, 633.00 767 767 8,940-00' DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F STATE OF INDIANA OFFICE OF THE SECRETARY OF STATE CERTIFICATE OF INCORPORATION OF INDIANA WIND SYMPHONY, INC. 1, SUr ANN= GIL- AY, Secretary of State of Indiana, herby c. rtifp articles of Incorporation of t9m ai.ove corporation Love been prescaec t'o.: no it - y office accmgmnicP y ti22 fees Prescribed Sy lcv; that i h: ave DW4 such A_ ticles cnafara to lah, all as preserii+ed bq Vie prove - Ions o the Indiana ;: enprofit Corporation Act of 19F1, as a:aerded. OP, TsY. EM- RE, I heresy issue to such casporation this Certificate of Incorporation, and further certify that its corporate existence brill Octexr 23, 1997. e in t: 1tncss I.Mercof, I nave ", ereunto sat ry harld a.. d ' affixe.t the seal of the State of Ia'£ ana, at tne City of Irciacepolis, t'^i= . T+renty—Ulire Jay of Ottc:= , 1997. SO G& M, Atar f State repot. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F ARTICLES OF INCORPORATION / • MatE starefbrma1e2ma/"* coporawrormNo. s641( oowxrie64) ':r` r`'(r -." 9ECMMYOFeTA1E Approved by wade Bind nfAccowIONS ds 105 AND WMVRAiDIvblott 302 W. WaWPO nsL. RM. Ewe indrepo@. N 482M 1h? r Tr i. TMpauc Q.. 1317I i., 232-8516 fNSTItUCT10N . ' UsQ812' x 11'whifepaperibrinserts. NtciianeCOON 23- IT-3.2 bomero/ to tw+ o(2 ) cc#to " address upper right Rut*Fggud* Please TYPE or PR/Nr. For ' tax exempt status. Nonprofit Corpar ' ns mst whn Dofh Ipon co 0660n of ding ! fire Secretary of State a771 issueatheIntemal Revenue service and Me 0Revera, e. rece) pt. ARTICLES OF INCORPORATION Lr The undersigned incorporator or incorporators, desiring to formacorporation ( hereinaller referredtoasthe Corpdra ' ptawartI to the provisions of the Indiana Nonprofit Corporation Act of 1991 herehafler (referred to asTireAct)., execute the Articles of Incorporation. Indiana Wind Symphony, Inc. IPdndoai Office: The address of the winaeai office of the Corporation is: I410Second Avenue, N.E. rue purposes for vn=me uorporamn is iormer to provide to the general band music and literature educational activities; Carmel 1 indtana 1 46032 public opportunities to experience and listen to the finest through concerts, activities in schools, clinics and other 2. to provide a professional - semi- professional level musical forum for the study of literat; education and an opportunity for the musicians to work with other professional. semi - pro-: fessional musicians in developing their talents and thereby providing musical expression available to the general public; 3. to represent as musical ambassadors the City of Indianapolis and the State of Indiana; i4. to promote band and wind band music and literature for local, state and national uses and: establish a musical library with wind band literature; and 5. other related musical and educational activities connected with these purposes. j9public benefit corporation, which isorganized for a public or charitable purpose; 0religious corporation, whichisorganized primarily or exclusively for religious purposes: or0mutual benefit corporation ( all others)The . name and street address of the Lawrence E. Lawhead Address ofRegistered Office ( streaforMAft) CityIIZIPcode (ii 8900 Keystone Crossing, Suite 940 Indianapolis Indiana 46240- 4633 1 Indicate ii Corporation will have members: Yes trio Continued on the reverse side) DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Names) and address( es) of Vie it mrporabw( s) istare as follows: Name Number and Street or Building city State ZIP code Lawrence E. Lawhead 89V$ 45eystone Crossing permitted activities following Dissolution. 1. To a person or entity described in Section 501( c)( 3) of the Internal Revenue Code; or 2. If the dissolved corporation is not described in Section 501( c)( 3) of the Internal Revenue Code, to a foreign or domestic public benefit or religious corporation. THIS DOCUMENT MUST BE SIGNED BY ALL INCORPORATORS. n I ( we} reby verify. to penaflfes of perjury, that the facts contained herein are true. ( Noforkafion not necessary) S l / Printed name Signature Printed name Signature Printed nanm This instrument was prepared by: (name) — Lawrence E. Lawhead Address City State ZIPcode 8900 Keystone Crossing, Suite 940 Indiana olis Indiana fit —4633 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F INTERNAL REVENUE SERVICE DISTRICT DIRECTOR P. 0. BOX 2f," CINtINNATI, OH 45201 Da ZEP 17IM INDIANA NIND 5YNPH9NY INC 410 SECOND AVE CAflMEL, IN 46032 Bear Applicant: OEFWtTHENT DF THE IRtmhuh, Fmployer Ideotif iration Nuaber. 35-? 029445 ULNa 319223178 Contact Person- GLOAIA PC" - ifi3 526 Contact Telephone Humb* r: ST7) SY9- 5.rA0 - AccOmnting Period Ending: December 31 Form 990 Required: Yes Addendum Applies: 4o Based on information snpplieu, and assuming your Operations will be as stated in your application ( or recognition of esempticn, re ba,. e determined YOU are exempt from federal income tax under sectiou 501( a) of the Internal Revenue Code as an organization described in section 501( c)(_?. We have farther determined that you are not a private foundation Hithip the meaning of sertioa 50?( a) of the Code. because you : re On organization described in SOCtiOns 509( a)( 1) and J70th)( 1)( 14)( vi). Lf your sources Of support, or voter purposes, character, or Method of Operation change, please 1st us knox So Ne can Consider the effect of the change on your exempt states and foundation status. In the :_ as.' of an amep, i- ment to your orgaul— tioual document or bylaHs, please •. end us a copy :•£ the amended document or bylaNs. Also, you Should inform as of Oil changes in your nacre or address.. As - Of January 1, 1904, you are liable for taxes milder t),e Federal Insurance Contributions Act ( social. security tares) on remgueratioa of $ 100 or more you pav t., each of ynnr anpl:. yaac darigg a aiasdar year. Vc. are not liable for the tax imp:. T. ed under the Federal Unemploym.±sf: Tax Act ( FUTA). Since you are not a p. vate filUllddt b) n, you are ant sah ,)ect M the Exrlae taxes under Chapter 42 of the Code. Harever, if you ar+ involve•', in an excess benefit transaction, that transactiou might be subject to the erc( se tares of section 4956_ Additionally, you are not automat) caily eKePE from other teaeral excise taxes_ If yc. a have any questions about excise, cap loym•+nt. er other federal taxes, please- contact your key district office. GraaTOr5 and C11L1lbat.:• r5 may rely on this- detcrminet ion unless the Internal Revenue Service pml. lishes notice to the c•:.utrarv_ _Nouerer, if you lase your sectior, 509( a)( 1) states, a grantor or ciutributoi may shot rely on this detcrminatinn if he or she vas in part responsible for, o: uas "" e of, the act or failure to Olt, or the substantial ., r material cha eye on rft= Par-, of the organization th.>t . resulted in you: lose. of smah status. Or if ha or she acquired kneNledge that the Internal Revenue 3ervicP had gJveu notice that yox could no longer be classified as a section 50?( a) M orani . li or, DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F INDIANA WIND SYNPt1ONY INC O- T, Exempt Organization husiness i:ncese Tax Return. In. thin fetter we are not determining whether any of your present or proposed activiti,, are aure- lated trade or business as defined In section 5I3 of the Code. You need an employer identification number eve. if, you have no employees. If an employer identification number was not euterod on your application. a number Nili he assigned to you and Volt will be advised of it. Please use that number on all returns you file and iu all correspondence with the Internal Revenue Service. If wa rave Indicated in the headina of this letter that an addendum applies, the enclosed addendum is am integral part of this letter. Because this letter could help resolve any @ues: tioos abc•nt your exempt status and foundation status, you should beep it it. your, peruanent records. If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yIours, District Gl rector DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F STATE OF INDIANA ) SS: COUNTY OF HAMILTON ) AFFIDAVIT I, Linda Moore an authorized representative of The Indiana Wind Symphony (" Grantee"), being first duly sworn upon my oath, state that pursuant to paragraph 2 of the City of Carmel Arts Grant Program Agreement, all income of Grantee, including a City of Cannel arts grant, if applicable, revenue of sales, and/ or ticket revenue, etc., in calendar year ending 2019 totaled $ I& B, 9194 tg afore Printed Name Linda Moore r- Subscribed and sworn to before me, the undersigned Notary Public, this la day of en, bat 12020. Notary Lara Public, C. Schmutte State of Indiana i, SEAL Signature - Notary Public My Commission Expires Nov. 17, 2024 Printed Name RK 0- ' 56(nuge- SEAL] Resident of 0aga/1 ` q County, Indiana My Commission Expires: IyoV 1- 1 o"ba4 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Indiana Wind Symphony Statement of Financial Position As of October 31, 2020 ASSETS Current Assets Bank Accounts Checking Total Bank Accounts Total Current Assets Fixed Assets Fixed Asset Accumulated Depreciation Total Fixed Assets TOTAL ASSETS LIABILITIES AND EQUITY Total Liabilities Net Assets Net Assets without donor restrictions Total Net Assets TOTAL LIABILITIES AND NET ASSETS Total 59,557.46 59, 557. 46 59,557.46 14, 805.00 5, 313. 36) 9,491. 64 69, 049. 10 69,049. 10 69,049. 10 69, 049. 10 These financial statements have been prepared on a cash basis and all disclosures have been omitted. They have not been subjected to an audit or review or compilation engagement, and no assurance is provided on them. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Indiana Wind Symphony Statement of Activity For the four month period from July 1 to October 31, 2020 Revenue Concert Income Contribution Income Grants Income Total Revenue Expenditures Accounting fees Bank Charges & Fees Concert Expenses Concert Advertising Concert Hall Rental Music Other Paid Performers Printing Program printing Transport Expense Total Concert Expenses Depreciation Expense Equipment purchase expense Marketing Office Supplies QuickBooks software Rent & Lease Web Site Expense Total Expenditures Net Revenue less expenditures Total 1, 336. 92 7, 441. 04 8, 777. 96 420. 00 2. 06 900. 00 725. 26 746. 52 900. 00 42. 84 759. 50 309. 78 4, 383. 90 705. 09 MKIMM. 4, 650. 00 197. 37 140. 00 748. 00 48. 00 11, 336. 27 2, 558. 31) These financial statements have been prepared on a cash basis and all disclosures have been omitted. They have not been subjected to an audit or review or compilation engagement, and no assurance is provided on them. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Short Form I OMB No. 154" 047 Farm 990- EZ Return of Organization Exempt From Income Tax Under section 501( c), 527, or 4947(a)( 1) of the Internal Revenue Code (except private foundations) Q 19 ll 1- Do not enter social security numbers on this form, as it may be made public. 0 a e a Department of the Treasury a . e Intemal Revenue Service Go to w. ww irs.gov1Form990EZ for Instructions and the latest information. A For the 2019 calendar year, or tax vear beainnina . T,. 1 1 a Check 0 applicable: C Name of organization D Employer Identification number Addrexacharge Indiana Wind Symphony, Inc. 9445 Name change Number and street (or P.O. baz it mail is delivered Iirrual Burn not to street address) oom/ sulte E Telephone number Final returnAerminated PO Box 78592 317) 213- 7989 Amended return City or town, state or province, country, and ZIP or foreign postal code Group Exemption Application pending Indianapolis, IN 46268 Number G Accounting Method: X Cash Accrual Other ( specify) Fi G k if the organization is not I Website: IndianaWindS m h on . or d to attach Schedule J Tax- exempt status ( check only one) — © 501( c 3 Sol ( 0) ( ) 1 ( Insert no.) 4947 a 1) or 990- EZ, or 990- PF). K Form of organization: ® Corporation Trust Association Other L Add lines 5b, 5c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or tal assets Part II, column (B)) are $ 500, 000 or more, file Form 990 instead of Form 990- EZ Revenue, Expenses, and Changes in Net Assets or Fund Bal 95, 562 . the instructions for Part 1) Check if thA nrnanizatinn Gho.+, ae in .............. i ......... _.._ 1 Contributions, gifts, grants, and similar amounts received , - - 2 Program service revenue Including government fees and contras . . . . . 3 Membership dues and assessments ." t 4 Investment Income '. 5a Gross amount from sale of assets other than inventory . n• b Less: costor other basis and sales expenses . i u 71, 184. 2 24, 113. 3 4 6 c Gain Gaming or (and loss) fundraising from sale of events: assets other than inventoryfrom Qtract line 5a) . . . . 5c a Gross income from gaming ( attach Schedule G$ 15,000) . . . . . . . . ea b Gross income from fundraising events ( not eluding $ of contributions from fundraising events reported on line tta h Schedule G if the sum of such gross income and contrib s ex ' ds $ 15, 000) . 6b c Less: direct expenses from gaming a d g ev . . . 6c d Net Income or ( loss) from gaming and - ising a is (add lines fiat and 6b and subtract line 6c) . . . . . . . . . . . , . 7a Gross sales of inventory, less- turns and allos 7a 265. b Less: costof goods sold ... . . . . . . 710 187 . c Gross profit or (loss) frorg gales to . tract line 7b from line 7a) . . . . . . . 8 Other revenue ( describe i$-."- Out . . . . . . . . . . . . . . . Indiana Wind Symphony Board of Directors Full Name: Linda Moore Official Role: President Term: 2019- 2021 Home County Marion Profession/ Job Title: Occupational Therapist Place of Employment: Self Employed Area(s) of Expertise: Arts and Community Outreach Total Years of Service: 5 Full Name: Jennifer Jansen Official Role: Treasurer/ Past President Term: 2020- 2021 Home County: Johnson Profession/ Job Title: Attorney Place of Employment: Indiana Department of Transportation Area(s) of Expertise: Legal, Community Arts Advocacy Total Years Service: 3 Full Name: Carl Butler Official Role: Secretary Term: 2019- 2021 Home County: Hamilton Profession/ Job Title: Lawyer Place of Employment: ANGI Homeservices Area(s) of Expertise: Legal, Community Leadership, Music Performance Total Years of Service: 6 Full Name: Larry Purdue Official Role: Board Member Term: 2018- 2021 Home County: Hamilton Profession/ Job Title: Musician Place of Employment: Self Employed Area(s) of Expertise: Arts Total Years of Service: 3 Full Name: Jan Schreibman Official Role: Board Member Term: 2019- 2021 Home County: Marion Profession/ Job Title: Director Of Music Therapy Place of Employment: University of Indianapolis Area( s) of Expertise: Music Therapy, Music Education Total Years of Service: 10 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Exhibit G The Indiana Wind Symphony has applied the Carmel Arts Grant award funds in the following ways: concert expenses/ marketing expenses and honorariums, Estimated amounts for outstanding bills for the months of November and December are included. The IWS 2019/ 20 season consisted of 11 concerts ( including the Naturalization Ceremony) and 4 cancelled concerts. The 2020/ 21 season has consisted of concerts in September and October. There were two concerts planned for December 6th which have been cancelled due to the Governor' s restrictions. The second part of the season is planned for four concerts. All concerts are subject to cancellation due to COVID 19 and The Center for the Performing Arts has limited the number of seats available and established guidelines for social distancing. Concert expenses: Music purchases and copying. $ 2, 846. 95 Rehearsal space rental. $ 2, 000. 00 ( estimate) The Center for the Performing Arts payments. $ 1, 822. 02 Transportation costs. $ 338. 99 Contract personnel, soloists and paid performers ( not covered by other grants) $ 5, 870. 00 Marketing and other support materials $ 7,056. 48 Honorariums: Conductors 2019/ 20 season: $ 11, 650. 00 ( Total season) 2020/ 21 season: $ 6, 750. 00 ( First half of season) Other: $ 350. 00 2020 Carmel Arts Grant: $ 42, 000. 00 Funds applied: $ 38, 684. 44 Carry over funds: $ 3, 315. 56 The carry over amount is estimated to have been used for marketing, live -streaming and other expenses related to the December 2020 concerts. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 9 Total revenue. Adc1dIj4s 1, 5c, , 7c, and 8 68 7c 78. 8 9 95 375. No ui g. 10 Grants and simil ' ounts pai - Schedule 0) 11 Benefits paid t - - or ers . . . . . . . . . . . . . . . . . . . . 12 Salaries, other c ion, and employee benefits . . . . . . . . . . . . . . 13 Professional fees an payments to independent contractors . . . . . . . . . . 14 Occupancy, rent, utilitie maintenance . . . . . . . . . . . . . . . . . 15 Printing, publications, poste i, and shipping . . . . . . . . . . . . . . . . . 16 Other expenses ( describe in Schedule 0) . . . . . . . . . See. Line 16. Stmt . 17 Total expenses. Add lines 10 through 16 10 11 12 13 13, 085. 14 2, 544. 15 218. 16 50, 677. 17 66, 524. 2 18 Excess or (deficit) for the year (subtract line 17 from line 9) . . . . . . . . . . . . 19 Net assets or fund balances at beginning of year ( from line 27, column ( A)) (must agree with end -of -year figure reported on prior year's return) 20 Other changes in net assets or fund balances ( explain in Schedule 0) . . . . . . . . 21 Net assets or fund balances at end of year. Combine lines 18 through 20 . 18 28, 85 19' 42, 757. 20 21 71, 608. aact Notice, see cne separate instructions. BAA REV 102720 PRO Form 99U- EZ ( 2019) DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Eb contra-alm clarinet Dan McGlaun rinci al Cheri Brightman, principal alto Jeffrey Goens, aRo Noah Leininger, baritone KathySan er, tenor Kathy Everett Keely Floyd Laura Horcher Sara Jones Andrew Poticha Larry Purdue, principal Adam Ruble Frank Stephens Jim Butz Bob Frost, The Bob Dav Trumpet Chair Brian Hoover, principal Ron LaFeber Macy Stewart L u' ohn Williams mm Roger Bell, bass trombone Don Lamb Patrick Meyer Frank Pletmer, The Neil Ccplev Trombone Chair Michael Villano, principal John Marshal I Chris Sluder Jim - principal ® -- Alan Davis, The Rat, DCentp Tuba Chair Andrew J. Meyer, principal; The Dan Corrigan Tuba Chair Bill Rowe Bill Schmidt Christian Starnes MelissGafft<iLWtit W rrir Greg Anthony John Chlapik Carl Hungerford Blake Roach Carly Tebelman DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F o y V w. p o7J ' c v° ia m ''' uK m v c 0o v N 3 y 5 m Go=` m 7 c^ o m o' v m m c m m 9 v f0 u c o c' v u o r O c W Y c m c °" m w u. O o c t r 0 m LL f- W Y® m cN UL 0.-F U Y Q Vi ll Q O R' DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F y 0 N L m O u oa v E E_ FD m V m.. o' y O O nmo oo m o y 3yo. FE mm O m E y 3 C p O L 2 o a y a0+ s<V_ 0 m c .: > v v big u m 3OOx mm ` m'" o N p o Lme0 gR m G= m vEv w y O' er O L' y m m m O q N e O O o O O o e C P ,0 O B N C Mo mo o o c ° as y U b v eo. 5 m a' o Q p 4+ Y mQ G LJ a. 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