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HomeMy WebLinkAboutResolution_BPW_02-03-21-26; Arts Grant; ($5,000.00); Museum of Miniature HousesRESOLUTION NO. BPW02-03-21-26 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\\AcknowledgeArtsGrantMuseumofMiniature \ Houses.docx1/27/202110:28AM 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 ( DLAsf ( yl " 1 / Vl;, a1 a e c sc ( 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: That on behalf of Grantee, a not -for -profit corporation, 1, Fh; ne nnc in i 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 $ 5 , 0 0 0 . 0 0 to the Grantee for the eligible costs of the project ( the " Project") or services as described in Exhibits " A" and ` B" of this Agreement. The funds shall be used exclusively in accordance with the provisions contained in this Agreement. 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: 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); I 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 1) 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 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F is neither an employee of Grantee nor a member ofthe Grantee' s Board of Directors, to be provided to the City of Cannel 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. 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: M S2N M ia;Qt 4Ve— WOO-s S (" Grantee") By: rs ( Signature) Printed Name of Officer: Title: Xcr ti c Vlre of Date: tbvvy- ci 6 Do CITY OF CARMEL ( "Granior") By: ' e'11 James Brainard, Mayor 1- 13- 2021 ATTEST: Date: 1- 13- 2021 Ifyou have any question wnceming the City ofCarmel' s 2021 Arts Grant Program, great wTiung, guidelines or application materials, contact: Sharon Kibbe, City of Carmel, One Civic Square. Cannel, IN 46032, Phone: 317- 571. 1483. skihbe& AMel m eov. 4 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Exhibit A EXHIBIT " A" An Application and Description of the Proposed Use of the Grant Funds for 2021 APPLICANT: Name of organization: Museum of Miniature Houses & Other Collections, Inc. Address: III East Main Street, Carmel, IN 46032 Telephone: 317- 575- 9466 Contact Person: Elaine Mancini, Executive Director Email: mancinielainec@gmail. com APPLICATION AMOUNT: $ 17, 300 DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS: The Museum of Miniature Houses was founded in 1991 by three female Indiana artisans in order to preserve and display scale miniatures and antique dollhouses, and to introduce this art form to others. The vision of these three women was to ensure that collections of quality miniature room settings, houses, and individual pieces would not be lost to future generations. The Museum of Miniature Houses is a not -for -profit organization, with forty-seven volunteers, twenty of whom serve as docents each month when the museum operates on its full five -days -a - week schedule. Admission and shop sales, attic sale revenue, individual and corporate donations, memberships, and grants allow the museum to continue operating successfully. Paid staff comprise a part-time operations manager, a full-time executive director and a full-time collection manager. The museum is one of only five museums in the country dedicated exclusively to miniatures. Our visitors comprise 15% from Carmel, 23% from nearby areas such as Indianapolis and Fishers, another 27% from elsewhere in Indiana and nearly one- third the rest from the other 49 states. We frequently have three generations in a visiting group. Miniatures lend themselves to intergenerational learning and sharing. The museum features rotating exhibits so there is always something new for a visitor to appreciate. The museum has recently installed a new audio tour system to replace the one we had for 15 years or so. The new audio tour allows for morel items to be included in the script and has updated information on all of the items included ( approx. 37). The audio tour is offered free of charge to every visitor. The new audio tour has elicited comments of praise from signers of our visitor log. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Exhibit A Use of funds (Exhibits, Visitor Amenities) Normally we ask that the funds help support our public programming: Celebrations of Creativity and Craftsmanship, our workshops, and Miniatures by Candlelight in December. Because of COVID, we have canceled these events beginning March 2020 and currently have no plans to recommence public activities for 2021. This upcoming year, therefore, our focus is on exhibits and visitor amenities. Specifically, the costs associated with Collection Management and Displays relate to maintaining the items in our permanent collection to be available for exhibit use and setting up the displays. Visitor amenities relates to our new audio tour. The museum has always maintained printed versions of the audio tour script in English ( for those hard of hearing), Chinese, Japanese and Spanish. With the new audio tour, we need translations to be done in other languages, like we had previously and would like to add a French version as well. Budget for Proposed Use of Funds Operations Rent $ 1, 500 Telephone and computer $ 2, 500 Collection Management and Displays Collection maintenance and repair $ 1, 600 Collection manager salary support $ 5, 400 Exhibit costs $ 800 Visitor Amenities Translation into Spanish 850 Translation into Chinese 750 Translation into Japanese 850 Translation into French 850 Marketing Support for Executive Director social media, community Relations $ 2, 200 Total $ 17, 300 By - Printed Name of Officer: Elaine Mancini Title: Executive Director Date: November 6, 2020 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Museum of MiniatureHousesXh' FY 2021 ends May 31, 2021 A B 1 2020- 2021 Budget 2 2020- 2021 Budget 3 Income 4 6020 - Grantsand Honors 35, 000. 00 5 6040 - Endowment 1, 500. 00 6 6050- Market Value Changes 7 6000 - Donations 70, 000. 00 8 6035 - Shop Sala 30, 000. 00 9 6025- Admissions 12, 000. 00 10 6015 - Memberships 6, 000. 00 11 6044- Attic Sale 8, 000. 00 12 6045 • Show Income 1, 000. 00 13 6028- Dividends and Interest Income 8, 000. 00 14 603 2 - Workshops 100. 00 15 6030- Misc ( incl. Photos) 16 6000 - Land Donation 17 Total Income 171, 600. 00 18 Expense 19 6560- Payroll Expenses 98, 000. 00 20 7100 - Rent 24, 000. 00 21 7200- Building Mai ntenance/ Janitorial 3, 500. 00 22 7010 - Shop Stock 6, 000. 00 23 7080- Advertising and Promotion 3, 500. 00 24 7122 - Electricity 2, 500. 00 25 7180 - Telephone & Computer 3, 000. 00 26 7075- Sales Tax 1, 200. 00 27 7040 - Supplies 2, 500. 00 28 7120- Gas 1, 000. 00 29 7700- Professional Services 7, 500. 00 30 7030- Printing & Stationery 500. 00 31 7020 - Postage 500. 00 32 7065 - Legacy Fund Oper Support Fees 2, 000. 00 33 7095 - Insurance 1, 800. 00 34 7050 - Fees, Dues, & Subscriptions 6, 000. 00 35 7121 - Water 500. 00 36 8000- Collection Display Expenses 5, 000. 00 37 7044 - Attic Sale Expenses 100. 00 38 7045 • Show Expense 300. 00 39 7060- Museum Publications 40 8200- Collection Repairs& Maintenance 2, 000. 00 41 6999 - Uncategorized Expenses 42 7070- Miscellaneous Expenses 43 7124 • Meals & Entertainment 44 7650 • Property Tax 200. 00 45 46 Total Expense 171, 600. 00 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F STATE OF INDIANA OFFICE OF THE SECRETARY OF STATE CERTIFICATE OF INCORPORATION OF MUSEUM OF MINIATURE HOUSES AND OTHER COLLECTIONS, INC. I, JOSEPH H. HOGSETT, Secretary of State of Indiana, hereby certify that Articles of incorporation of the above corporation, have been presented to me at my office accompanied by the fees prescribed by law; that I have found such Articles conform to' law; all as prescribed by the provisions of the Indiana i'onprofit Corporation Act of 1991, s amended. Na-, THEREFORE, I hereby issue to such Corporation this Certificate of Incorporation, and further certify that its corporate existence will begin Novenber 01, 1991. In Witness Whereof, I have hereunto set my hand and affixed the seal of the state of Indiana, at the City of Indianapolis, this First day of November , 1991 Secretary of By Deputy DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F INTERNAL REVENUE SERVICE DISTRICT DIRECTOR P. 0. BOX 2508 CINCINNATI, OH 45201 Date: QU U J Ift MUSEUM OF MINATURE HOUSES AND OTHER COLLECTIONS INC C/ O SUZANNE L MOFFETT 111 E MAIN ST CARMEL, IN 46032 Dear Applicant: DEPARTMENT OF THE TREASURY•. Employer Identification Number: 35- 1840276 DLN: 316236098 Contact Person: D. A. DOWNING Contact Telephone Number: 513) 684- 3957 Our Letter Dated: January 10, 1992 Addendum Applies: No This modifies our letter of the above date in which we stated that you would be treated as an organization that is not a private foundation until the expiration of your advance ruling period. Your exempt status under section 501( a) of the internal Revenue Code as an organization information you described submitted, in section we have 501( determined c)( 3) is that still you in are effect. not a private Based on the foundation within the meaning of section 509( a) of the Code because you are an organization of the type described in section 509( a)( 1) and 170( b)( 1)( A)( vi). Grantors and contributors may rely on this determination unless the Internal lose your Revenue section Service 509( a)( publishes 1) status, notice a grantor to the or contributor contrary. However, may not if rely you on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the part of the organization that resulted in your loss of such status, or if he or she would acquired no knowledge longer be classified that the Internal as a section Revenue 509( Service a)( 1) had organization. given notice that you If we have indicated in the heading of this letter that an addendum appliea,+ the addendum enclosed is an integral part of this letter. status, Because please this letter keep could it help in your resolve permanent records. any questionabout ds. If your private foundation you have any questions, please contact the person whose name and telephone number are shown above. Sincerely yours, Distric irector Letter 1050 (DO/ CG) DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F STATE OF INDIANA SS: COUNTY OF HAMILTON AFFIDAVIT I, C Ic ce= " nc in 1 , an authorized representative of 1ye a J MJC, IQ{ , 1• e u,,.,•, cam (" Grantee"), being first duly swomupon 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 Carmel arts grant, if applicable, revenue of sales, and/ or ticket revenue, etc., in calendar year ending 2019 totaled $ 01$ ] 716, L10 Signature Printed Name _6nf , e— MR nc' t n ( Subscribed and swom to before me, the undersigned Notary Public, this day of d e % ei 2020. MARTA KACZANOWSKA o; ary Dub<- Sea] Han' tCr Ccurry- Sa1e o1 rdara Comnssion Number K9496 My Ccmmissian Expires jar 18. 2026 SEAL] ignature - Notary Public Printed Name M 14 f2 ` A eKA C 2 (A Uoir) 5! Resident of Hox, w c I Lot,,f County, Indiana My Commission Expires: i e 2Oz6 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F cc'X+' iQiT'E WART) MUSEUM OF MINIATURE HOUSES AND OTHER COLLECTIONS, INC. CASH BASIS FOR THE YEAR ENDED MAY 31,.2019 FINANCIAL STATEMENTS DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F MUSEUM OF MINIATURE HOUSES AND OTHER COLLECTIONS, INC. TABLE OF CONTENTS Accountants' Compilation Report Financial Statements: Statement of Assets, Liabilities, and Net Assets - cash basis Page Statement of Revenues, Expenses, and Other Changes in Net Assets cash basis 2 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F miss r Accountants' Compilation Report Board ofDirectors Museum of Miniature Houses and Other Collections, Inc. A non-profit, tax exempt Corporation) Carmel, Indiana Management is responsible for the accompanying financial statements of Museum of Miniature Houses and Other Collections, Inc. ( a nonprofit organization), which comprise of the statement of assets, liabilities, and net assets - cash basis as of May 31, 2019 and summarized information - cash basis for May 31, 2019 and the related statement of revenues, expenses, and other changes in net assets - cash basis for the fiscal year then ended in accordance with the cash basis of accounting, and for determining that the cash basis of accounting. is an acceptable financial reporting framework. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the financial statements not were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, a conclusion, nor provide any form of assurance on these financial statements. The financial statements were prepared in accordance with the cash basis ofaccounting, which is a America. basis of accounting other than accounting principles generally accepted in the United States of Management has elected to omit substantially all of the disclosures ordinarily included in financial statements prepared in accordance with the cash basis of accounting. If the omitted disclosures were included in the financial statements, they might influence the user' s conclusions about the Organization' s assets, liabilities, net assets, revenues, expenses and other changes in net assets. Accordingly, these financial statements are not designed for those who are not informed about such matters. n, Carmel, Indiana August 2, 2019 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F MUSEUM OF MINIATURE HOUSES AND, OTHER COLLECTIONS, INC. Statement of Assets, Liabilities, and Net Assets - Cash Basis May 31, 2019 ASSETS Endowment Operating Fund Fund Total Cash and cash equivalents 19, 496 19, 496 Investments - marketable securities 217, 467 217, 467 Investments - Legacy Fund 231, 224 231, 224 Direct Deposits 7, 312 7, 312 244, 275 231, 224 475, 499 Property and equipment, at cost: Equipment and furnishings 6,949 6,949 Leasehold Improvements 1, 683 1, 683 8, 632 8, 632 Total Assets Credit cards Payroll taxes withheld Total Liabilities Unrestricted Temporarily restricted Permanently restricted Total net assets 252, 907 $ 231, 224 $ 484, 131 LIABILITIES AND NET ASSETS 1, 035 2, 826 3, 861 249, 436 249, 436 215, 834 15, 000 230, 834 1, 035 2,826 3, 861 249, 436 215, 834 15, 000 480, 270 Total Liabilities and Net Assets $ 253, 297 $ 230, 834 ' $ 484, 131 See Accountants' Compilation Report 1 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F CAtl Is I r' F_ MUSEUM OF MINIATURE HOUSES AND OTHER COLLECTIONS, INC. Statement of Revenues, Expenses, and Other Changes in Net Assets - Cash Basis Year Ended May 31. 2019 Operating Endowment Total Fund Fund 2019 CASH RECEIPTS: Donations: Individuals Memberships Corporate and organizational Shop Sales - net Admissions. Show and Attic Income - net Interest and dividends Grants and Honors Miscellaneous Income TOTAL CASH RECEIPTS OPERATING EXPENSES: Shop inventory purchases Payroeexpense Payroll taxes Facility rent utilities ' - Advertising and promotion _ Telephone and IT _ Supplies Postage - Insurance Expense Professional fees Dues and subscriptions Building maintenance . Printing & stationary Meals & Entertainment Miscellaneous expense MUSEUM COLLECTION EXPENSES Collection Display acquisitions Repairs and maintenance TOTAL DISBURSEMENTS Receipts over/( ender) expenses Unrealized gain ( loss) on investments CHANGE IN NET ASSETS Deposit in Transit Net assets at beginning of year NET ASSETS at end of year 80,928 $ 4,607 4, 351 29, 003 23, 769 7, 635 4, 972 40, 165 1, 358 196, 808 4,210 $ 4, 210 86. 138 $ 4,607, 4,351 Exk' 6It E Paet , 9: 05 PM Museum of Miniature Houses & Other Collections, Inc. 01/ 12120 Balance Sheet Cash Basis As of December 31, 2019 Dec 31, 19 Nov 30, 19 Dec 31, 18 ASSETS Current Assets Checking/ Savings 1011 - checking National City 1035 - Cash - PayPal 1040 - Securities Account- Etrade 1050 - Legacy Fund - Endowment Total Checking/ Savings Total Cuffant Assets Fixed Assets 2010 - Equipment and Furnishings 2020 Leasehold Improvements Total Fixed Assets TOTAL ASSETS LIABILITIES & EQUITY Liabilities Current Liabilities Credit Cards 2051 - Bank of America # 9281 2052 • Bank of America # 5989 2053 - Bank of Amerce #5196 2056 - Bank of America # 0285 2057 - Bank of America # 8867 Total Credit Cards Other Current Liabilities Me - Payroll Liabilities 2110 - Direct Deposit Liabilities Total Other Current Liabilities Total Current Liabilities Total Liabilities Equity 3900 - Retained Earnings 5020 Legacy Fund Balance Net Income Total Equity TOTAL LIABILITIES & EQUITY 21, 246. 85 10,416. 85 14, 795. 01 617. 99 2,884. 91 417.07 277, 641. 49 201, 045. 89 234, 970. 30 238, 620. 75 238, 370. 75 215, 230. 20 538, 127. 08 452, 718A0 465.412.58 538, 127. 08 452,718.40 465, 412. 58 6, 94921 6, 949. 21 6, 949. 21 1, 682. 70 1, 682.70 1, 682. 70 8. 631. 91 8, 631. 91 8,631. 91 546, 758. 99 461, 350. 31 474, 044. 49 621. 86 640. 92 599.48 2828 67. 18 239AI 233.00 264. 90 222. 00 0.00 93. 23 0.00 0. 00 24. 05 0.00 883. 14 1, 090. 28 1, 060. 89 2,658. 02 2, 658. 04 7,317.83 7,311. 84 4, 659. 81 4, 653. 80 3,776. 67 3,563. 52 cx i l} E ct 3 Return of Organization Exempt From Income Tax IOMB154e- 00" Form 990 January 2020) Under Do section 501(c)527, , or 4947(a)1) ( of the Internal Revenue Code (except private foundations) 2019 Rev. not enter social security numbers on this form as it may be made public. Open to Public B mars a C Name of organization app°" b" MUSEUM OF MINIATURE HOUSES AND OTHER Qo. h.e , COLLECTIONS, INC. nane"° s. Doing business as E:] ienm, Number and street (or P.O. box ff mail is not delivered tostreetaddress) E:: re' e;i ,, 111 E. MAIN STREET bra n- City evid or town, state or province, country, and ZIP or foreign postal cotle etl CARMEL, IN 46032- 1823 bbg F Name and address of principal off icer:SUZANNE MOFFETT pendog 8386 N. ILLINOIS STREET. INDIANAPOLIS D Employer identification number Roorrdsuhe IETelephone number J1// J/ J— JYVV G Grosrecelpft 426, 8 His) Is this a group return for subordinates? Yes n No H( b) are ati wbo<dn.a inc1udediE:: 1Yes DNo If " No," attach a list, (see instructions) e 1 Briefly describe the organ nation'smissionormost significant activities: THE EXEMPT PURPOSE OF THE MUSEUM A IS TO PRESERVE AND EXHIBIT QUALITY MINIATURE HOUSES AND TO PROVIDE 2 Check this box LJ it the organization discontinued its operationsordisposedofmorethan25% of its net assets. 3 Number of voting membersofthegovemingbody Part (VI, line 1 a) 3 ....8 4 4 Number of independent voting members of the governing body (Part VI, tine l b) .5 .._.__ ._. _.... _. ,. e Total number of individuals employed in calendar year 2019 (Part V. line 2a) 5 5 6 Total numberof volunteers (estimate If necessary) ,._. _ 9 40 7a a Total unrelated business revenue from Part VIII, column ( C)line , 12 I 0. 7 Net unrelated business taxable income from Form 990-T, line 39..7b ................................................................ 0 . Prior Year Current Year 0 8 Contributions and grants (Part Vill,the 1h) 94, 09 318, 7 • 0 9 Program servicerevenue(PartVIIl,line2g) 64, 193. 57 4, 10 Investment income Part Vill,column ( A)lines , 3,4, and 7d) 11 972. 8, 539. 9 Other revenue (Part VIII, column (A)lines , 5, 6d, 8c, 9c, 1 Do, and 11 e) 31, ...................... 490 . 194, Total revenue - add lines 8 through 11 must equal Part VIII, column , line 12 .13 . 751 . 424, 273 . 12 Grants and similar amounts paid Part (IX, column (A)lines , 13) 0. 0 14 Benefits paid to or for members ( Part IX, column ( A)line , 4) 0. m 15 Salaries, other compensation, employee benefits (Part IX, column ( A)lines , 510) 112, ......... 345 . 121, 349 0 . 16a Professional fundraising fees Part (IX, column ( A)line , 11 a)b . 0 a Total fundraising expenses (Part IX, column ( D)line , 25) 0 • w 17 Other expenses (Part IX, column (), lines 1Is1Id. 11f-24e)....66,.........._959 __..__..... 8, 9 7. 18 Total expenses. Add lines 13-17 must (equal Part IX, column (A), line 25) 179,304. 1 , 19 Revenue less expenses Subtract line 18 from line 12..15,....447. .............. ..._....._..__.. _.... 233, 927. og Beginning of Current year End of Year 20 Total assets ( Part X. line 18)_..31 ....... 6 ..........__ 8 , 18 . 21 Total liiabilities( PartX, line26) 1. 4, 014. m 22 Net assets orfund balances. Subtract line 2l from line 20.4$....0, ...._........._.......__.......... 70. 684, 904. Part II 1 Signature Block Under penalties of perjury, I declare thatlhaveexaminedthisreturn, including accompanying schedules and statements, andto the best of my knowledge and belief, his true, correct, and complete. Declarationof preparer (other than officer) is based on all information of which preparer has any knowledge. Sign PF bignature or onlcer uate Here ' WAYNE RENNER, TREASURER Type or print name and title Printrrype preparer' snamePreparer's signature ate Cnak T Paid LEE R. FORD 8/ 26/ 20 u"m o a 01321652 Preparer Firpsname III & COMPANY, INC. IFimI 1, 35-2108852 Use Only t %1} I 11 ( Y PC." Li 3: 34 PM Museum of Miniature Houses & Other Collections, Inc. 07110/ 20 Profit & Loss Cash Basis January through December 2019 Jan - Dec 19 Income 6000• Donations 6010 • Individuals 82, 390. 77 6012 - Corporate 3, 190. 47 6015 - Memberships 6,306. 18 6000 - Donations - Other 0. 74 Total 6000 • Donations 91, 888. 16 6020 - Grants and Honors City of Carmel Arts Grant 5,000. 00 Clay Township. Hamilton County 7,500. 00 6020. 4 • IHS Grant 6020. 41 - Lighting Match ( Jar Donations) 517. 00 Total 6020. 4- IHS Grant 517. 00 6020. 5 - IN Arts Commission 7,267. 00 6020.7 - Hamilton County Tourism 1, 000. 00 6020. 9 - Allen W Clowes. SoundlDrapes 14, 397. 00 6020 - Grants and Honors - Other 5, 000. 00 Total 6020 - Grants and Honors 40, 681. 00 6025 • Admissions 22, 935. 51 6028 • Dividends and Interest Income 8, 265. 99 6030 • Miscellaneous Income 60. 99 6032 • Workshops 1, 166. 02 6035 - Shop Sales 6036 - Ebay 21, 188. 14 6035 - Shop Sales - Other 20, 349. 59 Total 6035 • Shop Sales 41, 637. 73 6040 • Endowment 440. 00 6044 • Attic Sale 6, 159. 71 6045 • Show Income 6045. 5 • Show Other 1, 880. 32 6045 • Show Income - Other 1, 829. 75 Total 6045 - Show Income 3,710. 07 6050 - Market Value Changes 70, 880. 90 Total Income 287, 716. 08 Expense 6999 - Uncategorized Expenses 0.00 7010 - Shop Stock 5, 851. 49 7020 - Postage 695. 38 7040 - Supplies 2, 871. 64 7044 - Attic sale exp 219. 00 7045 - Show Expense 7045. 2 - Table Lease 110. 00 7045. 3 - Facility Fee 220. 00 7045. 5 - Other 151. 28 Total 7045 - Show Expense 481. 28 Page 1 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 3: 34 PM Museum of Miniature Houses & Other Collections, Inc. 07110120 Profit & Loss Cash Basis January through December 2019 Jan - Dec 19 7050 Fees, Dues and Subscriptions 5,287. 88 7065 Legacy Fund Oper Support Fees 2,304. 77 7070 Miscellaneous Expenses 70. 27 7075 Sales Tax 1, 557. 32 7080 Advertising and Promotion 4,722. 34 7095 Insurance 1. 569. 00 7100 Rent 20, 144. 00 7120 Gas 1, 140. 46 712l Water 466. 77 7122 Electricity 2,664. 41 7124 Meals & Entertainment 106. 88 7180 Telephone & Computer 6,919. 79 7200 Building MaintenancelJanitorial 2, 184. 73 7560 Payroll Expenses 107, 729. 46 7600 Payroll Texas 8, 215. 48 7700 Professional Services 7700. 1 - accountant/ bookkeeper 6, 266. 75 7700 - Professional Services - Other 2, 735. 38 Total 7700 • Professional Services 8,002. 13 8000 - Collection Display Exp 1, 000. 00 8200 • Collection Repairs & Maint. 5,822. 77 Total Expense 190, 027. 25 Net Income 97, 688.83 Page 2 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F O w N fY1 O N 00 00 VI U w In w l' o E s c w c a E p c C Q X p D v E w u LI m lL w= w Cw a m Y O tWo L N mC_ O 10 w C m m= 0 C O c L O N N E m O C O O. LL 7 w C \ cc OO p w N w N E m ffi LL mc u E w v 8 a m L C N N L O O L N LL w w0 Cm OO C m YC w w L Vi LO V ILO Y w E N o w f 7 w 0 N 0 E O wv LL m X 0 LO L 1 m L7 K N G C d J m 0 C C C 70 OI c LL 7 LL 0 7 C m E C m C A w w w C N O u u O Q O_ K LL m w u N Xw L ZO w w L W S E N O W V/ C w U C w O Op M ccV) ca+ C m Ip y w C C c 0 w H C C N 06 C7 m to w C J w 7 w w Q y O w N fO OO IO L1 Ct o C to C U CL u- OL 8 LL g NG O_ OO C U E aw,+ Q Iwif w Y Uw N r N am O w LL w w w w V V w LL V V) In m> U w c W F O c 06 o c c c c c c c p W N O O O O Exhibit G Part 1 Year End Report Museum of Miniature Houses Since August 28, we are open only three days a week, including Fridays. Carmel Arts grant funds helped us with operations. We continued to provide docents, have just added a brand new updated audio tour that is offered free of charge to visitors (and that is cleaned thoroughly before and after each use), mounted new exhibits according to our schedule, maintained the collection, re -photographed thousands of items in the collection for both inventory and marketing purposes, and posted Our Virtual Gallery on our web site and Facebook page frequently in order to share our collection with a wide audience and with those who cannot visit physically. Carmel Arts grant funds also went towards stipends for our artists making demonstrations/ presentations at the museum as part of the Celebrations of Creativity and Craftsmanship programs twice a month and for stipends to teachers of workshops. We offered these in - person programs until we closed in the middle of March. A workshop in January was designed for all skill levels and taught participants how to dress a miniature bed. Artists who appeared at the museum in the Celebrations series show the breadth and variety of the museum' s cultural programming: Crossing Bridges, a unique acoustic group that includes dulcimers; Carmel resident MaryAnne Mathews performing a dramatic presentation about the 19' Amendment giving women the right to vote, and Gary Schmitt presenting his felted wool art. In the summer, we reopened the museum to visitors (albeit on a limited basis). We continued to receive and process accessions and maintain our collection. Most importantly, we finished the Photo Project where items from the collection are ( re) photographed in high resolution digital images for use online in Our Virtual Gallery, which is posted on our website, on our Facebook page, on Pinterest, on Instagram, on our Google Business page and on TripAdvisor. We have more than 5, 000 images ready to be used for any purpose. We mounted the following exhibits: Dragons on Paper; Y<" to 1' scale objects made by the Pendleton Club; souvenir dolls from around the world collected from 1940- 1980; decoys both full- sized and miniature; baby doll clothes; the Smallest of the Small that focused on items smaller than the usual one -inch - to -one -foot scale; and the work of International Guild of Miniature Artisans juried member, Nancy Summers. We remain relevant to our most important community: our visitors. Although we cannot offer the dollhouse for young visitors to play with, due to hygiene reasons, and we' ve had to remove the magnifying glasses for the same reason, we still operate the museum normally and mount temporary exhibits frequently so that our visitors will have new and different things to see. Both in person and online, we display the magic of miniatures as an art form and bring joy to thousands of visitors/ viewers who marvel at the artistry and meticulous handling of all things small. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Exhibit G Part 1 Year End Report Museum of Miniature Houses Our second most important community, which is much larger in numberthan our visitors ( for example, our website has 5, 000 visits per month while our visitor count is 5, 000 per year), is being continuously nourished with exhibits and items from our collection posted online. For the period that the museum was closed to the public, we posted a Virtual Gallery on a daily basis. After we reopened partially at the end of June, we have created postings at least twice a week on our Facebook page as well as on our web site. Selected photographs were also posted on TripAdvisor, our Google listing, Instagram and Pinterest. The total of Virtual Gallery posts since March is approximately 120. Following are some statistics that shows the robustness of our social media campaign. We have 487 photos on Google in August, which received 73, 432 views that month. As of October 13, 2020, 267, 893 people have visited our website. We gained 17, 000 unique site visits in a three- month period. For the period of September 10 through October 7 alone, our Facebook posts had 290 engagements ( likes and/ or comments) and 1, 879 followers. On Instagram, we have 883 posts and 1, 265 followers. On Pinterest, we have 18, 000 average monthly viewers and 355 followers. On Google, in the past month 33, 232 people searched for the museum, 2/ 3 of whom were searching directly for us usually under a search thread something like " things to do near me." In the past month, we have had 58, 300 views on Google. Our photos receive 266% more views than similar businesses in the area, most of whom do not post their own photos but rely on visitors to do that job. Our estimate for social media impressions over a twelve- month period is 36,000. Our audience is becoming increasingly diverse, both among in -person and online visitors. In person, ourvisitors clearly include children (who are not present in our online data). However, our admission fee structure allows for children' s tickets only up to the age of nine. In 2019, a year for which we have complete visitor data, we have 20% of paid admissions classified as children, 70% classified as adults, and 10% classified as seniors (aged 65 and older) or military. One- third of our audience on Pinterest is composed of people aged 18- 24, an important audience sector for the museum. On Facebook, age groups are satisfyingly similar in four major categories: 18% for 34- 45 year -olds, 21% for people aged 45- 54, 21% for people aged 55- 64 and 16516 for people over the age of 65. DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Exhibit G. Part 2 Year -End Report Museum of Miniature Houses Exhibit "G" Year -End Report from 2020 Name of organization: Museum of Miniature Houses & Other Collections, Inc. YEAR-END REPORT ON THE USE OF THE GRANT FUNDS ($ 5, 000) Operations Rent $ 500 Telephone and computer $ 1, 500 Collection Manae ment Collection maintenance and repair $ 200 Collection manager salary support $ 1, 000 Collection display expenses $ 800 Advertising and Promotion $ 1, 000 BY: 4'L" .z2 . Printed Name of Officer: Elaine Mancini Title: Executive Directior Date: November 6, 2020 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F a+ E OL E E E E E E O L O L E O 2 2 2 2 2 2 2 2 2 wcc 1- 1 N NN N IH NN U~ ZE N 00 N N NN OOb N NNNN 0O0 r^ OOb 00 w O O NO O O O e6 O O O c6 O F- N N N N N N N N N N LLO OQ cw m V) C w O_ O U N UO UO O U O U O V O V W V N v d v 4D d K O. p p p p p p p YY L C L L L w w w w Q w i p w m O w N 0 C m N L cC Z r c c 0G i N a+ L m pE m LL N Y p IL ccN G a - I N m d' fA to I, 00 Ol 00 r-I cN-I DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F Firm' saddressil, 11595N MERIDIAN ST, SUITE 320 CARMEL. IN 46032 Phoneno_( 317) 816- 1100 932001 01- 20-20 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form990 ( 2019) SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 3,776. 67 3,563. 52 4, 584. 96 0.00 d RRd eR 1111111IVQ1. 0 5,645. 85 307, 311. 12 307, 311. 12 260, 936. 13 172, 957. 97 172. 957. 97 172, 967. 97 70, 266. 57 16,35526 34, 504. 54 550, 535. 66 464, 913.83 468, 398. 64 546, 758.99 461, 350. 31 474, 044A9 Page 1 DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F 29,003 23, 789 7, 635 4, 972 40.165 1, 358 201, 018 May 31, 2018 63, 316 6, 193 588 20, 485 23,584 7,411 5, 451 38, 617 3, 604 169, U9 6,267 6.267 3, 272 104,383 104. 383 94,246 7, 962 7, 962 7, 210 18, 162 18, 152 15, 610 4, 573 4. 573 4, 381 6, 215 6,215 6, 253 7, 102 7, 102 8, 740 2, 399- 2, 399. 6, 310 658 658 - 772 1, 136 1, 135 - 1. 084 6, 969 1; 663 8,632 8, 272 2, 699 2; 699 1. 993 1, 217 1. 217 1, 169- 630: 530 75 75 68 70 1. 635 17 , 6 70 I7YC 663, 015 1, 000 1, 000 5, 632 12,502- 12,502 291 183, 908 1, 663 185571 168,238 12, 898 2.547 15,447 311 27, 611 3, 318 3Q929 29,113 40, 509 5, 866 46,376 29,424 . 1no) 209, 026 404,470 249A35 433, 894 100 224, 868 433. 894 ` 230, 833 $ 480, 270 $ See Accountants' Compilation Report 2- DocuSign Envelope ID: AEF88DE6-E12A-4394-AE83-A1C012CE171F