HomeMy WebLinkAboutResolution BPW 01-18-23-16; ($28,480.00); Indiana Wind Symphony; Arts GrantRESOLUTION NO. BPW 01-18-23-16
RESOLUTION OF THE CITY OF CARMEL BOARD OF PUBLIC WORKS AND SAFETY
ACKNOWLEDGING ARTS GRANT PROGRAM AGREEMENT
WHEREAS, pursuant to Indiana Code 36-1-4-7, the City of Carmel, Indiana (“City”), is authorized to enter
into contracts; and
WHEREAS, pursuant to Indiana Code 36-4-5-3, the City’smayor may enter into contracts on behalf ofthe
City; and
WHEREAS, pursuant to his authority under Indiana law, the City’smayor, the Honorable James C. Brainard,
has caused to be signed the Arts Grant attached hereto as Exhibit A (the “Contract”); and
WHEREAS, Mayor Brainard now wishes to present the contract to the City’sBoard of Public Works and
Safety for it to be publicly acknowledged, filed in the Clerk’sOffice, and made available to the public for review.
NOW, THEREFORE, BE IT RESOLVED by the City of Carmel Board of Public Works and Safety as
follows:
1. The foregoing Recitals are incorporated herein by this reference.
2. The receipt ofthe Contract is hereby acknowledged.
3. The Contract shall be promptly filed in the office of the Clerk and thereafter made available to the public
for review.
SO RESOLVED this day of , 2023.
CITY OF CARMEL, INDIANA
By and through its Board of Public Works and Safety
BY:
James Brainard, Presiding Officer
Date:
Mary Ann Burke, Member
Date:
Lori S. Watson, Member
Date:
ATTEST:
Sue Wolfgang, Clerk
Date:
S:\\EBass\\MyDocuments\\BPW-Resolutions\\2023\\Acknowledge ArtsGrant Indiana Wind Symphony.docx1/9/202312:09PM
18th January
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1/19/2023
Not Present
1/19/2023
1/19/2023
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ARTS GRANT PROGRAM
AGREEMENT
This Grant Agreement (herein referred to as "Agreem t") entered into by and between the City
of Carmel (the "City") and Y Ci Gi y (the
Grantee"), is executed pursuant to the terms and conditions set forth herein. In consideration of
those mutual undertakings and covenants, the parties agree as follows:
1. That on behalf of Grantee, a not -for -profit corporation, I, _ L.- i n d a IT1 o o re.
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 $ 28, 4 8 0.0 o 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 organi Oohs 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.
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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); and
2. A budget for the calendar or fiscal year for which the grant is requested
EXHIBIT B); and
3. Certified copies of incorporation as a not -for -profit corporation under state law
EXHIBIT C); and
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); and
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); and
6. A list of the Grantee's board of directors and officers listed (EXHIBIT F); and
7. A Year End Report from the previous year if Grantee received an Arts Grant from
the City of Carmel in the previous calendar year, pursuant to paragraph 8 herein
EXHIBIT G).
C. Any other grant conditions that City requires to be met by Grantee, specifically:
6. Grantor's right to request audit or review. Grantee shall submit to an audit or
review by an independent Certified Public Accountant of funds at the City's request,
and shall make all books, accounting records and other documents available at all
reasonable times during the term of this Grant Agreement, and for a period of three
3) years after final payment of funds under this Agreement, for the purpose of an
audit by the City of Carmel, the State of Indiana, or their designees. Said review or
audit, if requested, shall be performed by a Certified Public Accountant ("CPA") who
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is neither an employee of Grantee nor a member of the Grantee's Board of Directors,
to be provided to the City of Carmel by March 31 of the following year.
7. Quarterly financial statements. Grantee agrees to provide the City of Carmel
quarterly financial statements within 45 days after each quarter -end for Grant awards
in excess of sixty thousand dollars ($60,000).
8. Year-end review. Grantee agrees to provide the City of Carmel a year-end report
Year End Report") for each year, describing how the grant was used and the impact
of the dollars received.
9. Funding Credit. Grantee agrees to credit the City of Carmel in the printed materials
associated with a funded program or project. The City of Carmel will supply, upon
request, Grantee with the graphics/logos necessary for compliance.
10. Statutory Authority of Grantee. The Grantee expressly represents and warrants to
the City that it is statutorily eligible to receive these monies and it expressly agrees to
repay all monies paid to it under this Grant, should a legal determination of its
ineligibility be made by any Court of competent jurisdiction.
11. Use of Grant Funds by Grantee. The funds received by the Grantee pursuant to this
Agreement shall be used only to implement the Project or provide the services in
conformance with the Budget and for no other purpose. If it is determined by the
City that misappropriation of funds have occurred, the Grantee must return all funds
received by Grantor and individuals who misuse Grant funds may also be subject to
civil and/or criminal liability under Indiana and Federal law.
12. Employment Eligibility Verification. The Grantee affirms under the penalties of
perjury that he/she/it does not knowingly employ an unauthorized alien.
The Grantee affirms under the penalties of perjury that he/she/it has enrolled and is
participating in the E-Verify program as defined in IC 22-5-1.7. The Grantee agrees
to provide documentation to the City that he/she/it has enrolled and is participating in
the E-Verify program.
The City may terminate for default if the Grantee fails to cure a breach of this
provision no later than thirty (30) days after being notified by the State.
13. Governing Law; Lawsuits. This Agreement is to be construed in accordance with
and governed by the laws of the State of Indiana, except for its conflict of laws
provisions. The parties agree that, in the event a lawsuit is filed hereunder, they
waive their right to a jury trial, agree to file any such lawsuit in an appropriate court
in Hamilton County, Indiana only, and agree that such court is the appropriate venue
for and has jurisdiction over same.
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14. Relationship of Parties. The relationship of the parties hereto shall be as provided
for in this Agreement, and neither Grantee nor any of its compensated officers,
employees, contractors, subcontractors and/or agents are employees of City. The
Grant amount set forth herein shall be the full and maximum compensation and
monies required of City to be paid to Grantee under or pursuant to his Agreement.
15. Severability. If any term of this Agreement is invalid or unenforceable under any
statute, regulation, ordinance, executive order or other rule of law, such term shall be
deemed reformed or deleted, but only to the extent necessary to comply with same,
and the remaining provision of this Agreement shall remain in full force and effect.
16. Entire Agreement. This Agreement, together with any exhibits attached hereto or
referenced herein, constitutes the entire agreement between Grantee and City with
respect to the subject matter hereof, and supersedes all prior oral or written
representations and agreements regarding same. Notwithstanding any other term or
condition set forth herein, but subject to paragraph 15 hereof, to the extent any term
or condition contained in any exhibit attached to this Agreement or in any document
referenced herein conflicts with any term or condition contained in this Agreement,
the term or condition contained in this Agreement shall govern and prevail. This
Agreement may only be modified by written amendment executed by both parties
hereto, or their successors in interest.
IN WITNESS WHEROF, the parties hereto have made and executed this Agreement as follows:
0.
By:/Y-/
Printed Name of Officer:
Date: 1 1 / 17/ Zo2Z.
T-
ATTEST:
v {
Date: 1/3/2023
Linda- Moore -
ran tee")
lure}
Title: 1 i'ps1 p ei7
BCalld Cf blrecmrs
CITY OF CARMEL ("Grantor")
By:
James Brainard, Mayor
Date: 1/3/2023
If you have any question concerning the City of Carmel's 2023 Arts Grant Program, grant writing, guidelines or application materials, contact:
Sharon Kibbe, City of Carmel, One Civic Square, Cannel, IN 46032, Phone: 317-571-2483, skibbc!{+ cannci.in_ .
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Exhibit "A"
An Application and Description of the Proposed Use of the Grant Funds
APPLICANT:
Name of omanization:
Address:
Telephone: 317 - Z13 -7959 Fax:
Contact Person: Lind0. bbCc -Pres df t ay-ci 6F
Email: I mocre,?7 C4 Qm aL I
APPLICATION AMOUNT: $'45-, 79Z, D D
DESCRIPTION OF THE PROPOSED USE OF TUE GRANT FUNDS:
See, ado i nona 3)0-8eS
Additional pages may be added to Exhibit "A")
Printed Name of UMcer: A4n ova tW oars
Title: PkCSIdnFit . -RDgYd d[ lree_A•
Date: 11 /1 9 /402.
7--
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Description of the Proposed use of Grant Funds
The Indiana Wind Symphony (IWS) has entered its 25th season of performing as Indiana's
premier adult concert band under the musical direction of Dr. Charles Conrad. The IWS is
utilizing cover conductors, guest conductors and conductors from within the IWS membership
this year instead of an assistant conductor. Since 1997, the IWS has established a nationwide
reputation for the extraordinary quality of our performances.
Our membership consists of approximately 80 trained symphony members 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 a period of many years, the IWS has transitioned from playing high school auditoriums to
establishing a 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 Indiana Wind Symphony is requesting $45,792.00 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 plus years, the IWS has delivered increasingly professional level
performances of challenging repertoires, premiered and commissioned new works for concert
band and have accompanied national and internationally acclaimed soloists. The IWS
consistently earns high praise from its audiences. The ensemble has achieved the
organizational growth, along with its exciting transition to be come 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.
The 2022/23 season has ushered in a variety of general management changes and transitions.
A medical emergency forced to cancellation and rescheduling of the September 2022 John
Williams Festival concert. Dr. Conrad has announced his intention to retire at the end of the
2023/24 season and preparations are being initiated for the transition to a new music/artistic
director. The board of directors has welcomed two new members and the IWS anticipates a
fresh approach to the new season. The IWS has relied heavily on its Operation Manager to
work with logistic issues and simplify processes for rehearsal space, concert setup/tear down,
transportation as well as coordination of percussion/instrument purchases and storage. The
Operations Manager will be initially coordinating our library collection move and librarian/library
staff.
Emerging from COVID-19, the IWS continues to have multiple challenges for day to day
operations. We continue to seek a Personnel Manager to help with communications and
policies. The Development Manager position has been carried over. The IWS has invested in a
Development Assessment Training program in order to cross train board members and
increase understanding of the development process, fund raising and donor support. The IWS
Marketing team along with two contract staffers has implemented a marketing plan/outline for
the 2022/23 season. Luckily this season has not required as many revisions to the marketing
materials: however; the cost of printed materials has increased significantly. The IWS continues
to work with an accountant to assist with financial reporting and budgeting.
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
During the 2022/23 season, the IWS strives to work on its endowment programs, fundraising
and growing its donor base. A committee is being assembled to address audience
development/retention, educational outreach and fundraising challenges. These items have
not recovered from the impact of the pandemic. The IWS is actively involved in seeking out
concert sponsors, advertisers and additional funding sources to meet the budgeting goals.
The IWS would use a portion of any grant funds to assist with the personnel search for the
music/artistic director, personnel supports, library/librarian, fund raising, development and
supporting roles as well as necessary administrative and operational expenses. The IWS will
continue to develop and implement its strategic vision to grow concert attendance, increase
corporate and individual relationships, monetary contributions and expand community
involvement.
MARKETING AND COMMUNITY ENGAGEMENT
MARKETING
The IWS has continued to focus on increasing attendance through outreach and targeted
marketing. Refining and increasing brand awareness are major goals as we reach out to the
community through a variety of sources. Currently the IWS is utilizing Current Publications,
Townepost Network, WICR radio, social media and print materials and has contacted other
community sources. The marketing team is involved in the design of all needed materials to
support and promote the IWS. Cost increases are noted in all the marketing areas.
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 and at celebrations in the Central Indiana area.
These performances provide a fantastic opportunities for members of the general public to
become IWS patrons outside the traditional concert season. The IWS hopes to reestablish its
Side by Side concerts featuring talented High School musicians paired with IWS members.
The IWS will be working in increase youth involvement in all aspects of our programming. The
IWS has also participated in Naturalization Ceremonies.
The IWS continues to pursue advertising trades for the concert programs. This provided a free
ad spot for Indianapolis Chamber Orchestra, Civic Theatre, Gregory Hancock Dance Theatre,
Carmel Symphony Orchestra, Actors Theatre Indiana and the Central Indiana Dance
Ensemble. We are continuing to reach out to community businesses to offer discounted
program advertising options and sponsorships.
PROGRAMMING AND GUEST ARTISTS
The 2021/22 season featured 13 concerts at various venues and one cancellation due to
illness. The season still had ups and downs due to the pandemic and the IWS was required to
modify the repertoire. The Palladium concerts were both in person and live -streamed. These
concerts featured soloists from within the group as well as Jessamyn Anderson, Kelleen Strutz
and Demondre Thurman. Several new works were premiered. The IWS audiences were small
but increasing and appreciative of the live music experience.
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The 2022/23 season started with several outreach summer concerts (the Gazebo, Carmelfest
and Franklin, IN) and a much rescheduled concert at the Honeywell Center in Wabash. These
concerts featured Indiana composers, music of local interest and fan favorites. The August
concert at the Carmel Gazebo featured two premier works with both composers (Kelly
Bennette and Daniel Dorset) being present. The September 1 7th concert in Greensburg at the
Abraham Lincoln re-enactment featured two local high school band directors (Reed Ulery and
Lisa Carey). This was the first concert that Dr. Conrad was unable to conduct. The September
25th Palladium concert was cancelled due to Dr. Conrad's eye injury and has been rescheduled
for February 26, 2023. Pictures at an Exhibition was the featured composition for the
November concert with Dr Trae Blanco (Butler University) conducting. Jessamyn Anderson
was the featured soloist on two selections. The 2022/23 season will finish out with 3 holiday
concerts, a chamber concert featuring Melissa Gallant, Hollywood Musical Magic and a
concert featuring Tuba Soloist Tony Kniffen.
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 as well as showcase soloist and guest conductors. The IWS will continue to reach
out to underserved audiences with current and future performances.
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
IWS BUDGET 2022/2023 (July -June) Draft Approved: ii I S /Zv LZ
INCOME
Concert Income
Outreach Concerts/non Palladium Venues 10,000.00
Concert Honorariums 1,500.00
Program Advertisements 8,000.00
Season Ticket Sales 2,500.00
Ticket Sales/Livestream Sales 39,000.00
Total Concert Income
61,000.00
Contribution Income
Amazon Smiles 200.00
Kroger
300.00
Lilly Matching Gift 3,400.00
State Employee
500.00
Network for Good 1,000.00
Donor Matching Grant 10,000.00
Unrestricted Donations 26,000.00
Total Contribution Income
41,400.00
Fundraising (Gala, Percusssion, etc)
Instrument/Percussion Donation and Sponsorships $45,000.00
Other - $
25,000.00
Total Fundraising $
70,000.00
Consortium $
500.00
Sponsorships
10,000.00
Season
Conceit $
10.000.00 :
In Kind Donations/ads/sponsorships $
8,000.00
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Total Income
Expenses
Grants
Carmel Grant (city/local)
Indiana Arts Commission (state/NEA)
Penrod Society (local)
Other
Grant Total
Music Sales
Youth Programs
Shirt and Photo Sales
COVID-19 Donation Fund
Advertising for Concerts
Print (Current, etc)
Radio
Facebook
Other
Booth/Table/Tents
Award Expense
Bank Changes and Fees
PayPal /Stripe
Livestream Events
Consortium
40,000.00
6,000.00
1,000.00
12,000.00
59,000.00
500.00
3,000.00
500.00
600.00
264,500.00
8,000.00
1,100.00
2,000.00
500.00
500.00
400.00
400.00
11,500.00
2,000.00
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Capital Expenditures
Equipment Purchases and Percussion Fund 9,500.00
Instrument Repair 500.00
Board Retreat Expense 800.00
Strategic Planning, Board Develoopment, Diversity
Hospitality
Concert Hall Rental 30,500.00
Palladium Settlements 10,000.00
Rehearsal Space Rental 5,000,00
Credit Card Fees 900.00
Facility Ticket Surchases 6,700.00
Dressing Rooms 300.00
Music Purchase/Rental 4,000.00
Special Music/Stephenson 3,000.00
Other Concert Expenses
Paid Performers 5,000.00
Posters/Rack Cards 1,200.00
Music Copying/Reproduction/Printing 1,000.00
Programs 8,000.00
Soloists/Guest Conductors 10,500.00
Sound 2,000.00
Chair Rental 1,000.00
Transport Expenseslrruck/Gas 4,000.00
Outreach Concert Gazebo 2,000.00
Youth Prograrnslother programs defined by demographic 2,000.00
Outreach Receptions/Hospitality/Comp tickets for officials 7,000.00
Depreciation 2,110.00
Dues and Subscription 700.00
Fundraising Expenses/Gala/Percussion 1,000.00
Insurance
Board of Directors 1.300.00:
t_iability 700.00 :
Other 80.00
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Worker's Compensation (on hold) $400.00
Marketing (not defined otherwise)
3,000.00
Miscellaneous (planning meals)
500.00
Office Supplies
500.00
Quickbooks
1,000.00
Players Support/Folders/Flowers/Receptions 3,000.00
Payroll Expenses
Wages, Development Manager (on hold) 28,000.00
Payroll Services Expense 800.00
Payroll Taxes 3,000.00
Honorariums
Primary Conductor $7,500.00
Assistant Conductor (80%) (on hold) $6,000.00
Other r $
500.00
Contract Personnel
Personnel Manager (on hold) 2,000.00
Operation Manager 5,000.00
Marketing Manager/Personnel 20,000.00
Accountant 3,000.00
COVID-19 Suppllies
600.00
Post Office Box/Postage/Delivery
350.00
Rent/Lease/Storage
3,200.00
Shirts
600.00
Website (Squarespace, etc)
550.00
Mailchimp
325.00
Total Expense $
237,015.00
Net Operating Income $
264,500.00
Net Income $
27,485.00
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Lilly Stock
10 shares
Percussion Equipment Expense Fund Contribution $
5,000.00
Board's contribution to Instrument/Percussion fund raising effort
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
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DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
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DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
STATE OF 1114DIANA
COUNTY OF RQM1 It0h
I, L-1 Y & (Yloore-
SS:
AFFIDAVIT
an authorized representative
of -EV)6 V10- Yv 4 MA 5qMPV16V1q ("Grantee"), being first duly sworn upon
r
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 the previous year totaled $ 1 ?):,, 3 7S 0o
v
S-ignXwe
Printed Name
Subscribed
Y
uaua UZY zgnature -Notary Public
Notary Public - Seal
Hamilton County - State of Indiana
Commission Number NP0744520 Printed Name (, •. -'lMyCommissionExpiresOct26, 2030 -
Resident of MV t ll County, Indiana
My Commission Expires: 0-0
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
C
Indiana Wind Symphony
Statement of Financial Position
As of June 30, 2022
TOTAL
ASSETS
Current Assets
Bank Accounts
BUSINESS CLASSIC (6796) 65,822.10
Savings 19,368.10
Total Bank Accounts 85,190.20
Accounts Receivable
Accounts Receivable WR) 3,604.22
Total Accounts Receivable 3,804•22
Other Current Assets
Investments 3,298.98
Prepaid Expenses 616.67
Total Other Current Assets - - 3,915.65
Total Current Assets 92,710.07
Fixed Assets
Accumulated Depreciation 10,372.02)
Fixed Asset 23,180.00
Total Fixed Assets 12,807.98
TOTAL ASSETS 105,518.05
LIABILITIES AND NET ASSETS
Liabilities
Total Liabilities
Net Assets 105,518.05
TOTAL LIABILITIES AND NET ASSETS 105,518.05
These financial statements have been prepared on an accrual 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.
1/1
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Indiana Wind Symphony
Statement of Activity
July 2021 - June 2022
Revenue
Concert Income
Outreach concerts
Program Ads
Season Ticket Sales
Ticket Sales
Total Concert Income
Consortium Revenue
Contributions Income
AmazonSmile
Contributions - unrestricted
Kroger/Marsh
Total Contributions Income
Grants Income
Foundation Income
Total Grants Income
Interest Income
Unrealized gain/loss on stock
Total Revenue
GROSS PROFIT
Expenditures
Award Expense
Bank Charges & Fees
PayPal/Stripe fee
Total Bank Charges & Fees
Concert Expenses
Concert Advertising
Concert Hall Rental
Facility Ticket Surcharge
Music purchases and rentals
Other Concert Expenses
Other Paid Performers
Posters/Rack Cards/Etc
Printing
Program printing
Soloist/Guest Conductor
Sound
Transport Expense
Total Concert Expenses
Conductor expense
TOTAL
5,000.00
1,050.00
2,688.00
22,445.50
31,183.50
150.00
123.72
32,010.86
124.47
32,259.05
70,781.00
3,000.00
73,781.00
1.41
830.56
138,205.52
138,205.52
248.44
187.06
187.06
0.00
6,936.11
39,317.69
2,897.00
3,785.59
769.55
2,900.00
312.00
940.11
4,969.25
6,300.00
800.00
2,100.74
72,028.04
13,500.00
These financial statements have been prepared on an accrual 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.
1/2
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Indiana Wind Symphony
Statement of Activity
July 2021 - June 2022
TOTAL
Contractors
Accounting fees 1,760.00
Marketing contractor 14,685.00
Operations Manager 3,333.35
Total Contractors 19,778.35
COVID-19 Supplies Expense 561.49
Depreciation Expense 3,509.48
Dues & subscriptions 200.00
Equipment purchase expense 5,398.50
Instrument Repair 140.00
Insurance 1,789.00
Liability Insurance 32.50
Total Insurance 1,821.50
Marketing 5,081.91
Meals & Entertainment 169.60
Miscellaneous Expense 84.43
Office Supplies 126.22
Other Business Expenses 167.97
Player's Support/Folders Expense 4,070.94
Postage and delivery 212.00
QuickBooks 950.00
Rent & Lease 2,573.00
Web Site Expense 494.83
Total Expenditures 131,303.76
NET OPERATING REVENUEv 6,901.76
NET REVENUE 6,901.76
These financial statements have been prepared on an accrual 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: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Indiana Wind Symphony
Statement of Financial Position
As of October 31, 2022
ASSETS
Cash
Investments
Accounts receivable
Musical instruments, net
TOTAL ASSETS
LIABILITIES AND EQUITY
Total Liabilities
Total Net Assets
TOTAL LIABILITIES AND NET ASSETS
Total
98,855.87
3,687.38
27,468.00
11,388.75
141,400.00
851.23
140,548.77
141,400.00
These financial statements have been prepared on an accrual 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: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Indiana Wind Symphony
Statement of Activity
For the four month period from July 1 to October 31, 2022
Total
Revenue
Concert Income 9,391.00
Contribution Income 14,810.31
Grants Income 37,222.00
Interest Income 0.64
Unrealized gain/loss on investments 388.40
Shirt and Photo Sale 310.00
Total Revenue 62,122.35
Expenditures
Award Expense
Bank Charges & Fees 64.63
Concert Expenses
Concert Advertising 2,877.09
Concert Hall Rental 1,371.23
Facility Ticket Surcharge 71.00
Music 1,541.66
Other Concert Expenses 511.96
Other Paid Performers 250.00
Printing 511.18
Program printing 94.76
Soloist/Guest Conductor 525.00
Transport Expense 1,489.70
Total Concert Expenses 9,243.58
Contractor Expense 7,764.18
Depreciation Expense 1,419.23
Equipment purchase expense 6,081.22
Marketing 251.96
Player's Support 146.57
QuickBooks software 335.00
Rent & Lease 872.00
Shirt Sale Expense 812.76
Web Site Expense 100.50
Total Expenditures 27,091.63
Net Revenue less expenditures 35,030.72
These financial statements have been prepared on an accrual 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: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Form 0-EZ
Short Form
Return of Organ4ation Exempt Tom income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form, as it may be made public.
Deparment of the Treasury Go to www.1rs ov1Fatm990EZ for Instructions and the latest Information. Internal Revenue Service 9
OMB No. 1545-0047
2021
A For the 2021 calendar year, or tax year beginning Jul 1 , 2021, and ending Jun 3 0 2022
O Check it applicable. C Name of organlzatlon D Employer Identification number
Addrew change Indiana Wind Symphony, Inc. **—***9445
Name change Number and street (or P.O. box If mall Is not delivered to street address) RoomisUlte E Telephone number
Initial return PO Box 78592 3172137989
Final retum/tenninated
City or town, state or province, couAmendedreturndintry, and ZIP orforelg n postal code F Group Exemption
Appllealianperng Indiana olis, IN 46268 Number Ill
G Accounting Method: Cash X Accrual Other (specify) H Check if the organization is not
Webslte: IndianaWindSymphony. org required to attach Schedule B
J Tax-exempt status (check only one) — X 501 c 501 c t insert no. 4947 a 1 or 527 (Farm 990).
K Form of organization: ® Corporation Trust Association Other
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, orif total assets
Part ll, column (B)) are $500,000 or more, file Form 990 instead of Form 990-EZ . . . . . . . . . . . . $ 137,375.
EM Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part 1)
r_H tf if #kn,,caul l4nharii Ilia C1 fin racnnnri to env ni 1PRfinn to thLq Part I _ _ n 1
Contributions, gifts, grants, and similar amounts received . . . . . . . . .... . . 1 106,190. 2
31,184. 2Programservicerevenueincludinggovernmentfeesandcontracts . . . . . . . . . 3
3Membershipduesandassessments . . . . . . . . . . . . . . . . . . . . 4
1. 4Investmentincome . . . . . . . . . . . . . . . . . . . . . . 5a
Gross amount from sale of assets other than inventory 5a b
Less: cost or other basis and sales expenses . 5b t c
Gain or (loss) from sale of assets other than inventory (subtract line 5b from tine 5a) Sc 6
Gaming and fundraising events: e
a
a
Gross income from gaming (attach Schedule G If greater than 15,
000) . . . . . . . . . . . . . . . . . . . . 6a b
Gross income from fundraising events (not including $ of contributions from
fundraising events reported on line 1) (attach Schedule G If the sum
of such gross income and contributions, exceeds $15,000) . . 6b c
Less: direct expenses from gaming and fundraising events . . . 6c d
Net income or (loss) from gaming and fundralsing events (add lines 6a and 6b and subtract line
6c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6d 7a
Gross sales of inventory, less returns and allowances 7a b
Less: cost of goods sold . . . . . . . 7b c
Gross profit or (loss) from sales of Inventory (subtract line 7b from line 7a) . . . . . . . 8
Other revenue (describe in Schedule O) . . . . . . . . . . . . . 7c
8
9
137,375. 9Totalrevenue. Add lines 1. 9. 3, 4. 5c, 6d, 7c, and 8 . 10
Grants and similar amounts paid (list in Schedule O) . . . . . . . . . . . . . 10 11
11Benefitspaidtoorformembers . . . . . . . . . . . . . . . . . . . . . 12
m
c
a
III
12
Salaries, other compensation, and employee benefits . . . . . . . . . . . . . . 13
Professional fees and other payments to independent contractors . . . . . . . . . . 14
Occupancy, rent, ut7ites, and maintenance . . . . . . . . . . . . . . . . . 15
Printing, publications, postage, and shipping . . . . . . . . . . . . . . . . . 13
19,778. 14
2,573. 15
212 16
108,740. 16Otherexpenses (describe in Schedule O) . . . . . . . . . Sire. Line .16. St:mt: . 17
131,303. 17Totalexpenses. Add lines 10 through 16 . w19
18
Excess or (deficit) for the year (subtract line 17 from line 9) 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) . . . . . . . . . . . . . . . 18
6,072. 19
98,616. 20
830 . 20Otherchangesinnetassetsorfundbalances (explain in Schedule O) . . . . . . . . Ln
105,518. 21Netassetsorfundbalancesatendofyear. Combine lines 18 through 20 . For
Paperwork Reduction Act Notice, see the separate Instructions. BAA
REV 07/25/22 PRO Form
990-EZ (2021)
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
F
Indiana Wind Symphony Board of Directors 2022
Full Name: Linda Moore
Official Role: President
Term: 2019-23
Home County: Marion
Profession/Job Title: Occupational Therapist
Place of Employment: Self Employed
Area(s) of Expertise: Arts and Community Outreach,
Grants and Development
Total Years Service: 7
Full Name: Jennifer Jansen
Official Role: Treasurer/Past President
Term: 2019-2023
Home County: Johnson
Profession/Job Title: Attorney
Place of Employment: Indiana Department of Transportation
Area(s) of Expertise: Legal, Community Arts Advocacy
Total Years of Service: 5
Full Name: Carl Butler
Official Role: Secretary
Term: 2019-2023
Home County: Hamilton
Profession/Job Title: Attorney
Place of Employment: ANGI Homeservices
Area(s) of Expertise: Legal Community Leadership, Music Performance
Total Years Service: 8
Evan Cooper
Official Role: Board Member
Term: 2022-24
Home County: Hamilton
Profession/Job Title: Director of Bands
Place of Employment: Franklin Central High School
Area(s) of Expertise: Music Education, Program Development,
Arts Outreach
Total Year Service: New
Larry Purdue
Official Role: Board Member
Term: 2019-2023
Home County: Hamilton
Profession/Job Title: Musician
Place of Employment: Self Employed
Area(s) of Expertise: Music Education, Arts Advocacy,
Operation Management
Total Years Service: 5
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Full Name: Jan Schreibman
Official Role: Board Member
Term: 2019-2023
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: 12
Kristyn Smith
Official Role: Board Member
Term: 2022-2024
Home County: Marion
Profession/Job Title: Accountant
Place of Employment: California Closets
Area(s) of Expertise: Engagement, Operational Efficiency
Total Years of Service: New
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Exhibit G Arts Grant Program
The Indiana Wind Symphony has applied the Carmel Arts Grant Award Funds in the following
ways: Concert Expenses, Capital Expenses and Operational Expenses. The IWS 2021-22
season consisted of 13 concerts with one concert cancelled due to illness. The costs for the
Center for the Performing Arts were higher last season due to the live -streaming of concerts
due to COVID-19. Printed material costs increased by 20%. The IWS continued to replace
worn out instruments with carefully selected new or gently used ones. Supply chain issues and
lack of stock impacted availability and costs.
Concert Expenses:
Music Purchasing/Copying/Rental $2,379.71
The Center for the Performing Arts Payments $12,581.05
Consortium (new premier arrangements) $1,500.00
Marketing/Programs/Print Materials $2,473.53
Capital Expenses:
Instruments (purchase and repair) $7,722.88
Folders $3,429.34
Operational Expenses:
Transportation: $1,915.92
Storage: $2,616.00
Mileage: $981.57
2022 Carmel Arts Grant $35,600.00
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Greaves, Tara L
Current Pay Period
YU4OOO6O73
1 Employee(s) Selected
Pay Code Transfer Sat 12/24
Hours Worked
Sun 12/25 Mon 12/26 Tue 12/27 Wed 12/28 Thu 12/29 Fri 12/30 Total
7.5 7.5 7.5 3.5 26.0
1 PTO Used 7.5 4.0 11.5
Enter Pay Code>
Daily Total 7.5 7.5 7.5 7.5 7.5 37.5
Pay Code Transfer Sat 12/31 Sun 1/01 Mon 1/02 Tue 1/03 Wed 1/04 Thu 1/05 Fri 1/06 Total
Hours Worked 8.5 7.5 7.5 6.5 30.0
PTO Used 7.5 7.5
Enter Pay Code>
Daily Total 7.5 8.5 7.5 7.5 6.5 37.5
Totals
All
Account
YU4/180100/0/0/0/117/128
YU4/180100/0/0/0/117/128
Pay Code
PTO Used
Reg Wages Full FICA
Amount
19.0
56.0
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Fairman, Jenell A
Current Pay Period
YU4000810O
1 Employee(s) Selected
Pay Code Transfer Sat 12/24 Sun 12/25 Mon 12/26 Tue 12/27 Wed 12/28 Thu 12/29 Fri 12/30 Total
Hours Worked
PTO Used 7.5 7.5 7.5 7.5 7.5 37.5
Enter Pay Code>
FDaily Total 7.5 7.5 7.57.5 7.5 37.5
Pay Code
Hours Worked
PTO Used
Enter Pay Code>
Daily Total
Totals
All
Sun 1/01 Mon 1/02 Tue 1/03 Wed 1/04 Thu 1/05 Fri 1/06 TotalTransferSat12/31 l
8.0 8.0 8.0 8.0 32.0
7.5 f 7.5
7.5 1 8.0 1 8.0 1 8.0 1 8.0 1 39.5
All
Account Pay Code Amount
YU4/180100/0/0/0/117/128 PTO Used 45.0
YU4/180100/0/0/0/117/128 Reg Wages Full FICA 32.0
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57
Brumley, Karolyn J
Current Pay Period
YU40007985
1 Employee(s) Selected
Pay Code Transfer Sat 12/24 Sun 12/25 Mon 12/26 Tue 12/27 Wed 12/28 Thu 12/29 Fri 12/30 Total
Hours Worked 7.5 7.5 7.5 7.5 30.0
PTO Used 7.5 7.5
Enter Pay Code>
Daily Total 7.5 7.5 7.5 7.5 7.5 r37.5
Pay Code Transfer Sat 12/31 Sun 1/01 Mon 1/02 Tue 1/03 Wed 1/04 Thu 1/05 Fri 1/06 Total
Hours Worked 7.5 7.5 7.5 7.5 30.0
PTO Used 7.5 7.5
Enter Pay Code>
Daily Total 7.5 7.5 7.5 7.5 7.5 37.5
Totals
All All
Account Pay Code Amount
YU4/120300/0/0/0/105/128 PTO Used 15.0
YU4/120300/0/0/0/105/128 Reg Wages Full FICA 60.0
DocuSign Envelope ID: E35D61E6-7B79-45EC-933E-FA86BEAE9A57