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HomeMy WebLinkAboutAdditional Arts Grant - Booth Tarkington Civic Theatre .- ise I • 11111 „RI 111Iai CITY OF CARMEL JAMES BRAINARD,MAYOR February 24,2023 Via email to:julia@civictheatre.org Booth Tarkington Civic Theatre 3 Carter Green Carmel, IN 46032 Attn: Julia Bonnett Dear Julia: This letter refers to Arts Grant Program Agreement(the "Agreement"), between the City of Carmel, Indiana("City") and the Booth Tarkington Civic Theatre("Civic Theatre") dated as of January 3, 2023. I'm pleased to let you know that the City will make an additional grant to the Civic Theatre in the amount of$37,380, which brings the Civic Theatre's total 2023 City of Carmel Arts Grant amount to $186,900. Therefore,pursuant to Paragraph 16 of the Agreement, the City and the Civic Theatre hereby agree to amend the Agreement as follows: Paragraph 2 of the Agreement is deleted in its entirety and replaced by the following: "2. Grant Agreement. The City, after review and recommendation by the Mayor, agrees to grant$186,900.00 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." Except as expressly provided in this letter, all terms and provisions of the Agreement are and will remain in full force and effect and are hereby ratified and confirmed. ONE CIVIC SQUARE, CARMEL, IN 46032/OFFICE:317-571-240] / FAX:317-844-3498 /WWW.CARMEL.IN.GOV • If the foregoing accurately reflects our understanding, kindly sign and date this letter and return to Sharon Kibbe. Once received, you may anticipate receipt of the grant check within a few weeks. Ve truly yours7 k Brainard Mayor Agreed to and accepted: Booth Tarkington Civic Theatre By: Ai 33-)A..- Narfe:// Julia Bonnett Title: Director of Development & Administration Date: March 2. 2023 41 OF CA 9, NMI silo as• 0 1 ,�_i_/ 1■ 'MO NDIANP ARTS GRANT PROGRAM AGREEMENT This Grant Agreement (herein referred to as "Agreement") entered into by and between the City of Cannel (the "City") and Booth Tarkington Civic Theatre (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, Julia T. Bonnett 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 $_149 ,520 . 00 to the Grantee for the eligible costs of the project (the "Project") or services as described in Exhibits "A" and "B" of this Agreement. The funds shall be used exclusively in accordance with the provisions contained in this Agreement. Generally, the Grant award may not exceed one third (1/3) of Grantee's combined contributed income, revenue of sales, and/or ticket revenue from the previous year. The City of Carmel may, however, make exceptions for start-up organizations that have been in existence for three (3) years or less. 3. Design and Implementation of Project. The Grantee agrees to use any and all grant funds in accordance with the proposal contained within this agreement and any documents attached to this Agreement, which are incorporated by reference. 4. Warranty of non-profit status. Grantee hereby represents and warrants that it is a not-for-profit entity with a determination letter from the Internal Revenue Service declaring that it is exempt from Federal income tax. 5. Payment of Grant Funds by the City. The payment of this Grant by the City to the Grantee shall be made in accordance with the following conditions: A. This Agreement must be fully executed and signed by both Grantee and Grantor. B. Grantee has attached all the following information, which it represents and warrants to be true and accurate, all which have been incorporated fully by reference: 1. An application and description of the proposed use of the grant funds (EXHIBIT A); 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 2 is neither an employee of Grantee nor a member of the Grantee's Board of Directors, to be provided to the City of Carmel by March 31 of the following year. 7. Quarterly financial statements. Grantee agrees to provide the City of Cannel quarterly financial statements within 45 days after each quarter-end for Grant awards in excess of sixty thousand dollars (S60,000). 8. Year-end review. Grantee agrees to provide the City of Cannel a year-end report ("Year End Report") for each year, describing how the grant was used and the impact of the dollars received. 9. Funding Credit. Grantee agrees to credit the City of Cannel in the printed materials associated with a funded program or project. The City of Carmel will supply, upon request, Grantee with the graphics/logos necessary for compliance. 10. Statutory Authority of Grantee. The Grantee expressly represents and warrants to the City that it is statutorily eligible to receive these monies and it expressly agrees to repay all monies paid to it under this Grant, should a legal determination of its ineligibility be made by any Court of competent jurisdiction. 11. Use of Grant Funds by Grantee. The funds received by the Grantee pursuant to this Agreement shall be used only to implement the Project or provide the services in conformance with the Budget and for no other purpose. If it is determined by the City that misappropriation of funds have occurred, the Grantee must return all funds received by Grantor and individuals who misuse Grant funds may also be subject to civil and/or 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. 3 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: Booth Tarkington Civic Theatre ("Grantee") By: 94tc—' /• (Signature) Printed Name of Officer: Julia T. Bonnett Title: Director of Development&Administration Date: 11/29/2022 CITY OF CARMEL ("Grantor") By: James Brainard, Mayor Date: 1/3/2023 ATTEST: Date: 1/3/2023 If you have any question concerning the City of Cannel's 2023 Arts Grant Program.grant writing,guidelines or application materials.contact: Sharon Kibbe.City of Carmel.One Civic Square.Carmel.IN 46032.Phone:317-571-2483,skibbereecannel.in.Qov. 4 Exhibit "A" An Application and Description of the Proposed Use of the Grant Funds APPLICANT: Name of organization:Booth Tarkington Civic Theatre Address: 3 Carter Green Carmel, IN 46032 Telephone: 317-853-6321 Fax: Contact Person:Julia Bonnett Email: Julia@civictheatre.org APPLICATION AMOUNT: S 225,000.00 DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS: Please see attached narrative. (Additional pages may be added to Exhibit"A") Signature: `� e Printed Nan of Officer: Julia T. Bonnett Title: Director of Development & Administration Date: 11/29/2022 5 i BOOTH TARKINGTON CIVIC THEATRE 2023 CITY OF CARMEL GRANT APPLICATION ORGANIZATION DESCRIPTION Booth Tarkington Civic Theatre has been a vital part of the Central Indiana community for over 100 years by providing live entertainment, creative opportunities, and theatre education to residents of all ages and backgrounds. Civic's programs offer community members opportunities to directly participate on stage, behind the scenes, and in the classroom with the support of experienced theatre professionals. By bringing together the best of local and regional theatre professionals with highly talented volunteer talent, Civic is able to direct its resources into framing each avocational performer with the most up-to-date theatre techniques, technology, and facilities, effectively minimizing overhead costs while maximizing the participant's experience. These strategies result in productions of artistic excellence that rival the work presented by fully professional companies. Each season, Civic serves over 30,000 audience members through live theatrical performances. Education has been integral to operations since Civic's inception. Civic provides a broad range of performing arts workshops and classes for students with established professionals as instructors. To provide equal access for all students,Jr. Civic embraces the needs of at-risk students and implements numerous outreach programs to provide curriculum for these deserving yet underserved students. Education and outreach programs reach over 20,000 annually. PRODUCTION The current plan for the 2023-24 season includes eight productions in the Tarkington and two productions in the Studio Theater, which will provide opportunities for over 50,000 audience members to attend live theatre. Titles for the season are still being considered, and final decisions will be finalized in February 2024. Civic has secured the production rights to THE PROM as the season opening musical next October. The production schedule will follow Civic's typical season, outlined in the table below. PRODUCTION DATES SHOWS SEATS 1 Young Artists Program Musical June 2023 4 2,052 2 Mainstage Fall Musical October 2023 10 5,130 3 Children's Holiday Show December 2023 11 5,643 4 Mainstage Holiday Musical December 2023 18 9,234 5 Mainstage Winter Play February 2024 18 9,234 6 Spring Children's Production February 2024 11 5,643 7 Studio Spring Play March 2024 12 2,640 8 Mainstage Spring Musical April/May 2024 11 5,643 9 Jr. Civic Musical June 2024 9 4,617 10 Young Artists Program REVUE! June 2024 2 440 TOTALS 106 50,276 1 BOOTH TARKINGTON CIVIC THEATRE • 3 CENTER GREEN CARMEL, IN 46032 lvii EDUCATION&OUTREACH In addition to its mainstage programming, Civic provides exceptional theatre education to over 20,000 community members through classes,workshops,outreach initiatives, and educational productions. Civic's educational workshops are unique to Central Indiana in that they are based on skill development rather than product development. In other words,Jr. Civic students develop essential life skills of communication,teamwork, and creativity,as they improve and perfect their performance skills. Civic's philosophy is to create a superior performer through proper technique and intensive study.This approach promotes meaningful and lasting change in the life of each student,whether they pursue a career in the performing arts or not. Civic serves Carmel's young residents by producing student matinees of mainstage and children's productions to appeal to audience members of all ages. Titles for children's productions are selected based on their appeal to students in grades K-12 and their relationship to current curriculum choices and academic standards. Civic's education department creates educator resources with ideas for classroom activities and discussion topics relating to the show's content,all tied to academic standards. DIVERSITY, EQUITY, INCLUSION,AND ACCESSIBILITY Civic is dedicated to solidifying its commitment to inclusion,diversity,equity, and access in all facets of operations— on stage, in the classroom, in the audience, and behind the scenes.As a part of this initiative, a recurring volunteer performer has been recruited to act as the Diversity Consultant, Having a Diversity Consultant from the black community on staff has been invaluable in expanding IDEA practices throughout the organization. Because of his direct influence, Civic was able to appropriately cast its production of THE COLOR PURPLE IN 2022, growing its volunteer and audience base.Civic is hopeful to continue to develop relationships with additional communities of color, especially Latinx and Asian communities,with the goal of amplifying their voices and telling their stories. Furthermore, Civic has secured two new titles for the 2023-24 and 2024-25 seasons that explore LGBTQ+ perspectives with themes of acceptance.While both of these titles are certainly risky amongst a largely conservative community, it perpetuates Civic's goal of presenting diverse stories and new Broadway musicals. With the success of other challenging pieces such as TO KILL A MOCKINGBIRD, HAIRSPRAY, THE COLOR PURPLE, and RENT, Civic is hopeful that audiences will welcome these stories and appreciate their reflections on the human experience. 2 BOOTH TARKINGTON CIVIC THEATRE • 3 CENTER GREEN CARMEL, IN 46032 will 2023 PROPOSED USE OF GRANT FUNDS In 2023, Booth Tarkington Civic Theatre will use support from the City of Carmel to generate significant economic activity in the City of Carmel and improve the quality of life for community members through theatre access, education programs, and outreach initiatives. Grant funds will go directly toward production costs(contracted personnel, scenery, costumes, lighting, props,sound, etc.)during the 2023 calendar year to generate over $1,800,000 in economic impact for the City of Carmel, as outlined in the tables below. TITLE DATES EST.EXPENSES %OF GRANT BUDGET ALLOCATION 1 THE DIARY OF ANNE FRANK 2/10/23-2/25/23 $25,000.00 6% $13,489 2 THE CAT IN THE HAT 2/28/23-3/9/23 $20,000.00 5% $10,791 3 MURDER ON THE ORIENT EXPRESS 3/10/23-3/25/23 $25,000.00 6% $13,489 4 THE SOUND OF MUSIC 4/28/23-5/13/23 $82,000.00 20% $44,245 5 NEWSIES, JR. 6/23/23-6/28/23 $25,000.00 6% $13,489 6 REVUE! 6/27/2023 $5,000.00 1% $2,698 7 LEGALLY BLONDE(YAP) 7/27/23-7/30/23 $35,000.00 8% $18,885 8 THE PROM Oct 2023 $75,000.00 18% $40,468 9 Children's Holiday Production Dec 2023 $35,000.00 8% $18,885 10 Mainstage Holiday Production Dec 2023 $90,000.00 22% $48,561 TOTAL DIRECT EXPENSES $417,000.00 100% $225,000.00 TOTAL PRODUCTION EXPENSES* $1,027,230.00 *Includes production estimated direct expenses by show, CPA fees,and overhead production costs(salaries,benefits,scene shop, etc.) 2023 ESTIMATED RETURN ON INVESTMENT TITLE GRANT EST. ECONOMIC CARMEL ROt FUNDS PATRONS IMPACT* 1 THE DIARY OF ANNE FRANK $13,489 4,000 $242,680.00 $229,190.79 • 2 THE CAT IN THE HAT $10,791 4,000 $146,680.00 $135,888.63 3 MURDER ON THE ORIENT EXPRESS $13,489 2,000 $131,340.00 $117,850.79 4 THE SOUND OF MUSIC $44,245 5,000 $318,350.00 $274,105.40 5 NEWSIES, JR. $13,489 3,000 $125,010.00 $111,520.79 6 REVUE! $2,698 200 $10,734.00 $8,036.16 7 LEGALLY BLONDE(YAP) $18,885 1,800 $100,206.00 $81,321.11 8 THE PROM $40,468 3,500 $236,845.00 $196,377.37 9 Children's Holiday Production $18,885 4,000 $202,680.00 $183,795.11 10 Mainstage Holiday Production $48,561 8,000 $581,360.00 $532,798.85 TOTAL $225,000 35,500 $2,095,885 $1,870,885 `The Arts Council of Indianapolis'2017 Economic impact study states that each arts patron spends approximately$30.67 beyond the cost of a ticket. The Total Economic Impact per audience member is calculated by adding this to each show's average ticket price. 3 BOOTH TARKINGTON CIVIC THEATRE • 3 CENTER GREEN CARMEL, IN 46032 BOOTH TARKINGTON CIVIC THEATRE 11111 Ii FY23 BOARD APPROVED BUDGET INCOME FY23 Ticket Sales $924,887 Sponsorships $80,000 Education &Classes $187,080 Miscellaneous Income $27,500 Total Earned Income $1,219,467 Grants&Contributions $126,000 Individual Gifts $235,000 Fundraising Events $90,000 Government Funding $242,000 Other Contributed Income $0 Total Contributed Income $693,000 In-Kind Revenue $150,900 TOTAL INCOME $2,063,367 EXPENSES FY23 Production Salaries & Payroll Taxes $255,001 Contracted Production Staffing $198,308 Production Material Costs $289,235 Education Expenses $39,500 Total Production Expenses $782,044 Center for the Performing Arts Fees $245,186 Administrative Salaries&Payroll Taxes $397,524 Benefits $70,176 Marketing $108,964 Administrative Expenses $92,740 Travel, Meals, Sponsor Expenses $83,000 Legal & Professional Fees $32,500 Operational Expenses $80,648 Total Operating Expenses $865,552 In-Kind Expenses $150,900 TOTAL EXPENSES $2,043,682 NET OPERATING INCOME/(LOSS) $19,686 Depreciation Expense $17,000 NET INCOME/(LOSS) $2,686 BOOTH TARKINGTON CIVIC THEATRE • 3 CENTER GREEN CARMEL, IN 46032