Art Grant - Actors Theatre of Indiana 'a
ARTS GRANT PROGRAM
AGREEMENT
This Grant Agreement (herein referred to as "Agreement") entered into by and between the City
of Carmel (the "City") and 4C2— A7 o f /A/A.,v4 (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, J4/1,165 A .9Eitet
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 and by
the City Council, agrees to grant $ UUO,OOo oo 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.
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.
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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);
3. Certified copies of incorporation as a not-for-profit corporation under state law
(EXHIBIT C);
4. A not-for-profit application or determination letter from the U.S. Internal Revenue
Service identifying that it is a not-for-profit corporation that is exempt from
Federal income tax (EXHIBIT D);
5. Any audits, reviews or compilations available describing the financial condition
of the Grantee (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 7
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,
7. 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. This 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. If the Grant amount is in excess of sixty thousand dollars
($60,000.00), the Grantee agrees to provide, at Grantee's cost, a review or audit of the
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grantee. Said review or audit shall be performed by a Certified Public Accountant
("CPA") who is neither an employee of Grantee nor a member of the Grantee's Board
of Directors, to be provided to the City of Cannel by March 31 of the following year.
8. 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.
9. Statutory Authority of Grantee. The Grantee expressly represents and warrants to
the State 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.
10. 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 or Federal law.
11. 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. Additionally, the Grantee is not required to participate if the
Grantee is self employed and does not employ any employees.
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.
12. 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.
13. 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
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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.
14. 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.
15. 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:
ACTv? S 1h ' 7i2e of ,2,JDi<t&& ("Grantee")
B /}—
Prio/ Officer:JA ,f —'C.2/ Title: S c‘d77 7/RFc-�/Z—
Date: 72 ?f/3
CITY F CARMEL ("Grantor`") n
By: : GUI, i�.1/4/wz-. ////
James Brainard,b//M`` .Mayor
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Date: Ads I" 1 / '/ I
ATTEST: 1-
L J3yO ,lEbv� W y
Date: NA5uS LP alp 15
If you have any question concerning the City of Carmel's 2013 Arts Grant Program,grant writing,guidelines or application materials,contact:
Sharon Kibbe,City of Carmel,One Civic Square,Carmel,IN 46032,Phone:317-571-2483,skibbe(ohcarmel,in.eov.
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Exhibit "A"
An Application and Description of the Proposed Use of the Grant Funds
APPLICANT:
Name of Organization: Actors Theatre of Indiana
Address: 510 3`d Avenue SW, Suite D
Carmel. IN 46032
Telephone: 317-669-7983 Fax: 317-669-8083
Contact Person: James A. Reilly, Executive Director
Email: JReilly(aactorstheatreofindiana.org
APPLICATION AMOUNT: S 150,000
DESCRIPTION OF THE PROPOSED USE OF THE GRANT FUNDS
Please refer to the.follmving three pages for an ATI overview and a detailed breakdown of
requested funds.
• •
P ted Name of Officer: James • . Reil v
Title: Executive Director
Date: February 27, 2013
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EXHIBIT A: Proposal Narrative
Actors Theatre of Indiana
February 27, 2013
The mission of Actors Theatre of Indiana (ATI) is to celebrate the power of theatre and
contribute to life in Central Indiana by offering high quality professional theatre performances
and programs that engage, inspire, educate and entertain. Building upon a foundation of
significant professional credentials, and now based in The Studio Theatre at Carmel's Center for
the Performing Arts, ATI accomplishes this goal through the performance of highly acclaimed
productions, as well as innovative community works, for audiences of all ages and socio-
economic backgrounds.
ATI has a critical competitive edge: there is no organization in Hamilton County that can offer
the high level of expertise in the field of theatre and music theatre. Through a singular focus on
the professional talent of seasoned, local and national artists presented on stage, as well as
.behind the scenes, ATI is positioned as a premier source of arts education, enrichment, and
enjoyment for the entire Central Indiana area. ATI is Hamilton County's only professional
equity theatre company and is the City of Carmel's Resident Professional Theatre Company.
ATI excels in these areas:
• Overall quality of productions
• Professional actors
• Theatre environment
• Selection of shows
• Cultural asset to community
• High retention rate with audience
• Friendly atmosphere
• Solid social media presence
• Value afforded to sponsors
These are the principal programs of Actors Theatre of Indiana:
Entertaining Their Audiences: ATI has provided seven seasons of high powered productions,
including CHICAGO, MY WAY: A Musical Tribute to Frank Sinatra, and COLE: The Words &
Music of Cole Porter; world theatre premieres such as A ROSIE EVENING (Rosemary Clooney
story) and BROADWAY BRASS: The Great Ladies of Broadway. Professionally trained in
New York City as actors, directors and choreographers, ATI's co-founders, Cynthia Collins,
Don Farrell and Judy Fitzgerald, use 74 years of combined professional experience to attract
world renowned theatre talent to Central Indiana.
Workshops, Creative Programming and Championing University Scholarship: ATI Artistic and
Creative Directors, when not involved with ATI's season, lead an annual Summer Intensive
Educational Workshop for junior high and high school students (supported in 2012 by the
National Endowment for the Arts). In 2013, Broadway/director Michael Rafter will participate in
this workshop. Recently, ATI artistic directors have also designed Anderson University Theatre
Arts Department's Audition Techniques and Opera Workshops; and participated as judges and
leaders at the University of Cincinnati, College-Conservatory of Music Theatre, Graduating
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Seniors Master's Class; and Scholarship Competition Adjudicator, National Society of Arts and
Letters for the Music Theatre Competition, Indiana University, Bloomington.
Theatre Arts "Ambassadors" in Central Indiana: ATI regularly performs at: CarmelFest; Carmel
International Festival; Annual Veteran's Day Ceremony; Holidays in the Arts & Design District;
Michael Feinstein Foundation's Opening of the Great American Songbook collection; Penrod;
Various Rotary and Kiwanis Clubs; McHale Performing Arts Center, Logansport; Indiana
Historical Society; and the Children's Museum of Indianapolis. For Super Bowl 2012, ATI
artistic directors performed for incoming visitors and teams at Indianapolis International Airport.
Audience development and impact: ATI's patrons range in age from 4 to 80 years old with
those from age 45 to 70 years old comprising their current core market. Patrons came to
Carmel from a much greater number of counties and states in 2012 over 2011: 47 Indiana
counties in 2012, up from 29 counties in 2011; and 23 states in 2012, up from 3 states in 2011.
Recent studies of ATI patrons: 38% have a college degree, 27% have a graduate degree, 47% are
between the ages of 35-54, 69% are married, 98% are homeowners, 38% have household
incomes between $40,000 - $80,000, and 53% have household incomes in excess of$80,000.
Significant growth for Actors Theatre of Indiana in 2012:
• The number of annual donors increased by 127%.
• The number of subscribers increased by 103%.
• ATI added four new members to the Board of Directors.
• ATI held its first donor appreciation event.
• A guild was created.
• The most successful gala was held in 2012.
• A full-time Director of Patron Engagement was hired.
• Office space and rehearsal space are provided gratis.
• A summer intensive for area theatre students was supported by the National Endowment for
the Arts, bringing national recognition to the quality of arts education in Carmel by ATI.
Arts Programming Overview, Current Season:
Year Program Dates /#of Classes or performances Attendance
2012 Gypsy September 7— 30, 19 performances 1,429
2012 Route 66 Oct 26— Nov 18, 15 performances 1,637
2013 Musical of Musicals May 10 —June 29, 15 performances 1,996
My Way: Musical Tribute to Ticket sales
2013 Frank Sinatra May 10—June 29, 15 performances underway at
this time
2013 Musical Theatre Intensive One-week program in June 20 students
for students age 13-18
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Purpose of Request: To build on these successes in 2012, Actors Theatre of Indiana will
strengthen its operational effectiveness and increase audiences coming to Carmel in 2013:
Personnel Begin paying the Executive Director (50% of salary): ATI has
reached the limit of its organizational effectiveness with a
volunteer Executive Director. Sponsors, supporters and grantors $30,000
of large gifts will not accept requests for support until the
executive is paid, which indicates stability, longevity and
fundraising strength.
Support the salary of the full-time Director of Patron
Engagement (100% of salary): A brand audit and marketing plan
were completed at the end of 2012, and this Director; who is $35,000
currently paid, plays a significant role in implementing the plan
to increase audiences coming to Carmel.
Hire two interns (5500/month x 2 x 12 months) to complete
marketing and outreach to assist the Director of Patron $12,000
Engagement.*
Operating o Website redevelopment, to improve information and ticket
sales process
o Execute marketing plan from December 2012 brand audit to:
• Tap new opportunities for exposure and positioning
• Develop marketing strategy for improved promotions $73,000
• Develop successful sponsor partnerships.
o Secure a cushion of operating funds between shows and
income streams
o Purchase the rights to shows farther in advance, to facilitate
marketing and sponsorships
TOTAL $150,000
*ATI Interns:
• Communications/Social Media Intern
o To broaden the visibility of ATI throughout Central Indiana
o To capture, maintain and create demographic reports on current and potential donors and
partners
o Create and implement communications strategies that are not only informative but
engaging for target audiences
• Corporate Sponsorship/Group Sales Intern
o To increase number of ATI corporate sponsorships
o Create and implement informative and engaging communications strategies targeting
corporations and their employees
o To capture, maintain and create demographic reports on corporate sponsorship activity
End of application narrative to the City of Carmel.
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