STRATEGY:To provide specialized investments in an organization’s infrastructure. Money Management (Revenue /Expenses) (Board & Staff) Systems Marketing/PR (admin / facilities)
The Initiative at-a-glance PROGRAM: Pre-Incubator Incubator Accelerator Sustainability Develop orgs from Incubate orgs from Accelerate orgs from Sustain mature orgs through Goal idea to start-up start-up to growth growth to maturity decline & turnaroundPartnership Term 12 months 36 months 12 months 12 months Limited awards of $15,000/year Up to Up to Investment $5000 - $7500 for three years $10,000 - $20,000 $20,000 Client residency, Capacity funding for Capacity funding for Management services & management multiyear strategic Services capacity funding services, & capacity planning or multiyear strategic planning or implementation funding implementationClient budget size $10K - $75K $75K - $200K $100K - $750K $750K+ Client staff size 0 – 1 FTE 0.5 – 2 FTE 2 – 4 FTE Staff > 3 FTE(Full Time Equivalent) Class of 2014 Class of 2013 Class of 2013 Class of 2013 14 Pews Brazilian Arts Aurora Picture Show Mercury Apollo Chamber Players Foundation Buffalo Soldiers The Rothko Chapel Frame Dance Productions Classical Theatre National Museum 21 Landing Theater Company Company Our Image Film & Arts FrenetiCore Current Dance Source Participants Q-Fest Houston Musiqa Inc. Shunya Theatre Urban Souls Dance Company Freneticore River Oaks Chamber Orchestra VOX – The Rob Seible Singers InterActive Theatre Company
Eligibility at a glance must be a HAA grantee (APG | GOS | GOSE | CI | Pre-Incubator) anytime since FY05 Grant cycle (i.e. 07/2004 to current). For RESIDENCY INCUBATOR Applicants - reported cash revenues between $50,000 and $200,000. at least one (1) part-time staff that acts at the chief executive officer or executive director equivalent. Class of 2013 PRE-INCUBATOR Participants are eligible to apply. Classical Theater Company Residency Incubator | Class of 2013
Application Tips Describe current state of money,management, systems, & marketing.Be mindful of:• Section D: remember to complete the Board Matrix• Section F: Leadership Team makeup should be 3 to 5+ staff & board (majority board).• Section G: remember to complete the Financial Profile• Section H: be real honest & succinct with your responses.• Email the completed Board Matrix and Financial Profile to email@example.com by deadline date. Dance Source Houston Residency Incubator | Class of 2013
Application Tips Supplemental MaterialsBe mindful of:• Artistic Support Materials: • List of current season (2012-2013) • List of next season (2013-2014) • 1 set of artistic support materials• Electronic Copy of Supplemental Materials. Email to firstname.lastname@example.org: • Board Matrix • Financial Profile • All accessible at the HAA website• Organizational Assessment Survey: • All Leadership Team members listed in InterActive Theater Company Residency Incubator Section F of the Application MUST Class of 2013 complete.
Financial Profile SpreadsheetGOAL: Track the financial progress of yourorganization through 4 years historicalfigures and 2 years projected budgets.• Read the Instructions Tab• Indicate END DATE of your Fiscal Year on each column of line 6 (MM/DD/YYYY)• Obtain your 2009 – 2012 IRS Form 990’s• Obtain figures from different sections of the Form 990 (see instructions for more details): Section Name 990 990-EZ Summary Part I Part I Balance Sheet Part X Part II Statement of Part VIII Part I Revenue Statement of Part IX Part III Functional Expenses
Financial Profile SpreadsheetGOAL: Track the financial progress of yourorganization through 4 years historical figures and 2years projected budgets.• Do not touch the graphs on the right column. It will self populate as you enter the data.
Selection Process: • Competitive panel review process. • Panel consists of a diverse group of professionals in arts management, foundation, and business management. • Panel will review and evaluate the applications and make a recommendation to the Houston Arts Alliance Board of Directors.FrenetiCoreResidency Incubator | Class of 2013
Calendar TimelineDates MilestonesApril 25, 2013 Learning Sessions #6 with Incubators11:30AM CTC | FrenetiCore | InterActive Theatre Co.May 3, 2013 5PM Application DeadlineJune 2012 Panel ReviewAugust 2012 Award NotificationsSeptember 2012 Program OrientationOctober 1, 2012 Grant cycle begins
Annual Participation Requirements • Attend 9 of 12 Incubator monthly meetings • Attend 4 workshops and submit workshop reports to Basecamp/Water Cooler. • Attend 2 required annual capacity building conferences • Office must be staffed for at least 20 hours a week during regular business hours. • Submit weekly timesheets. • Pay the monthly participation fee throughout the Program. Year 1 Year 2 Year 3InterActive Theater Company $150/mth $200/mth $300/mthResidency IncubatorClass of 2013
Capacity Building Initiative Grants Business Program Volunteers APG | GOS | GOSE CI | Arts Marketing for the Arts strengthen our participants Arts Database Power2Give.org Management Program Patron Manager CRMPhoto courtesy of Voices Breaking BoundariesIncubator Class of 2011
For more information, please contact: Jerome Vielman Programs & Services Manager Houston Arts Alliance 3201 Allen Parkway, Suite 250 Houston, Texas, 77019 Direct: 713.581.6122 Email: email@example.com www.houstonartsalliance.comFrenetiCoreResidency Incubator | Class of 2013 17
Residency Incubator Class of 2013 Profile[left to right] JJ Johnston (Classical Theatre Company), Angela Foster (InterActive Theatre Company), Rebecca French (FrentiCore),Mollie Miller (Dance Source Houston/FrentiCore), Mauricio Campos (Brazilian Arts Foundation), Stephanie Wong (Dance Source Houston)
Class of 2013 ProfileAggregate Comparison (2010 v 2012) 2010 Totals 2012 Totals % changeFINANCIAL MANAGEMENTTotal Revenues (n=5) $ 640,532 $ 895,377 40%Total Expenses (n=5) $ 672,298 $ 885,703 32%STAFF MANAGEMENTTotal # Full Time Staff (n=5) 3 6 100%Total # Part Time Staff (n=5) 12 14 17%Total # Contractual Staff (n=5) 2 15 650%# Artists Contracted (n=4) 89 146 64%$ Total Fees to Artists Contracted (n=4) $ 98,009 $ 138,042 41%BOARD MANAGEMENTTotal # of Board of Directors (n=5) 33 36 9%
Class of 2013 Profile Average Comparison (2010 v 2012) 2010 Average 2012 Average % changeFINANCIAL MANAGEMENTTotal Revenues (n=5) $ 128,106 $ 179,075 40%Total Expenses (n=5) $ 134,460 $ 177,141 32%STAFF MANAGEMENTTotal # Full Time Staff (n=5) 0.6 1.2 100%Total # Part Time Staff (n=5) 2.4 2.8 17%Total # Contractual Staff (n=5) 0.4 3.0 650%# Artists Contracted (n=4) 22.3 36.5 64%$ Total Fees to Artists Contracted (n=4) $ 24,502 $ 34,511 41%% of Artists Fees to Total Expenses (n=4) 25% 19% -24%BOARD MANAGEMENTTotal # of Board of Directors (n=5) 6.6 7.2 9%% total board giving (n=5) 74% 100% 35%
Class of 2013 Profile Average Breakdown (2012) 2012 Average 2012 high 2012 lowFINANCIAL MANAGEMENTTotal Revenues (n=5) $ 179,075 $ 275,000 $ 100,000Total Expenses (n=5) $ 177,141 $ 265,000 $ 100,000STAFF MANAGEMENTTotal # Full Time Staff (n=5) 1.2 2 1Total # Part Time Staff (n=5) 2.8 10 0Total # Contractual Staff (n=5) 3.0 5 0# Artists Contracted (n=4) 36.5 70 10$ Total Fees to Artists Contracted (n=4) $ 34,511 $ 80,000 $ 16,500% of Artists Fees to Total Expenses (n=4) 19% 35% 10%BOARD MANAGEMENTTotal # of Board of Directors (n=5) 7.2 12 4% total board giving (n=5) 100% 100% 100%