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HITS Theatre Sustainability Phase II Participant Class of 2012
Capacity Building Initiative Accelerator & Sustainability Program
2013.04.05 Application Workshop
Presentation Objectives:
• Program Overview • Application & Guidelines • Managing Your Grant • Question & Answer
FrenetiCore Residency Incubator | Class of 2013
Hope Stone Inc. Accelerator Phase I Participant
Class of 2012
To invest, impact, and inform
the administrative capacity of arts organizations
toward artistic excellence.
FrenetiCore Accelerator Phase I Participant Class of 2013
Vision:
Strategy:
To provide specialized investments in an organization’s infrastructure.
Money (Revenue /Expenses)
Management (Board & Staff)
Marketing/PR Systems (admin / facilities)
Phase I: Creation of multi-year strategic plan Phase II: Implementation funds to advance infrastructure goal(s) in the strategic plan. Funding does not directly support creation of artistic work.
Recent Investments: (include but not limited to)
• Engaging marketing & PR consultants
• Website redesign & maintenance
• Upgrade existing database
• Acquire donor software
• IT consultancy & systems install
• Facilities pro forma consulting
• Multiyear strategic planning
• Full Time Executive Director hire
• Board training consultant hire
• Executive coach hire
• Development Director hire
• Development consultant hire
• Auditor hire
• Staffing for new earned income initiatives
Money (Revenue /Expenses)
Management (Board & Staff)
Marketing/PR Systems (admin / facilities)
PROGRAM: Pre-Incubator Incubator Accelerator Sustainability
Goal Develop orgs from
idea to start-up
Incubate orgs from start-up to growth
Accelerate orgs from growth to maturity
Sustain mature orgs through decline & turnaround
Partnership Term 12 months 36 months 12 months 12 months
Investment Limited awards of
$5000 - $7500
$15,000/year for three years
Up to $10,000 - $20,000
Up to $20,000
Services Management services &
capacity funding
Client residency, management
services, & capacity funding
Capacity funding for multiyear strategic
planning or implementation
Capacity funding for multiyear strategic planning
or implementation
Client budget size $10K - $75K $75K - $200K $100K - $750K $750K+
Client staff size (Full Time Equivalent)
0 – 1 FTE 0.5 – 2 FTE 2 – 4 FTE Staff > 3 FTE
21 Current
Participants
Class of 2014
14 Pews
Apollo Chamber Players
Frame Dance Productions
Landing Theater Company
Our Image Film & Arts
Q-Fest
Shunya Theatre
Urban Souls Dance Company
VOX – The Rob Seible Singers
Class of 2013
Brazilian Arts Foundation
Classical Theatre
Company
Dance Source
Houston
Freneticore
InterActive Theatre
Company
Class of 2013
Aurora Picture Show
Buffalo Soldiers
National Museum
FrenetiCore
Musiqa Inc.
River Oaks Chamber
Orchestra
Class of 2013
Mercury
The Rothko Chapel
The Initiative at-a-glance
The Application Process
Hope Stone Inc. Accelerator Phase I Participant
Class of 2012
Eligibility at a glance
must be a HAA grantee anytime since FY05 Grant cycle (i.e. 07/2004 to current).
For ACCELERATOR Applicants - annual cash revenues are between $100,000.00 and $750,000.00.
For SUSTAINABILITY Applicants - annual cash revenues are above $750,000+.
at least one (1) full-time employee that acts at the chief executive officer or executive director equivalent.
Residency Incubator Participants are eligible to apply.
Multicultural Education and Counseling for the Arts (MECA) Sustainability Phase II Participant
Class of 2012
• Beginning September 1, 2010, all applicants are eligible to receive within the lifetime of the organization up to: o Five (5) ACCELERATOR grants = up to two (2) Phase I and three (3) Phase II o Two (2) SUSTAINABILITY grants = combination of Phase I and/or Phase II
For All Phase I: Strategic Plan Applicants: • Applicant must wait a minimum of two (2) grant Fiscal Years before submitting
another Phase I application. Ex.) If your organization was awarded an FY2013 CBI Phase I grant, you can re-apply for the FY2016 cycle, but NOT the FY2014 or FY2015 cycle.
For All Phase II: Implementation Applicants: • Phase II applicants must submit their current multi-year strategic plan adopted by
its board of directors that is no more than three (3) years old at the time of application deadline.
• Applicant must wait a minimum one (1) grant Fiscal Year before submitting another Phase II application. Ex.) If your organization was awarded an FY2013 CBI Phase II grant, you can re-apply for the FY2015 cycle, but NOT the FY2014 cycle.
Eligibility at a glance
Application Tips Describe current state of money,
management, systems, & marketing.
http://www.houstonartsalliance.com/programs/programs/
Be mindful of:
• Section C: Be succinct with Statement of Intent.
• Section D: Remember to complete the Board Matrix as well (Excel document).
• Section F: Leadership Team makeup should be 3 to 5+ staff & board (at least 50/50).
• Section G: Only submit copy of 990’s NOT on Guidestar; remember to complete the Financial Profile (Excel document).
• Section H.1: Narrative for Phase I ONLY.
• Section H.2: Logic Model for Phase II ONLY. Sign up for a 30 minute appointment to review Section H.2 with HAA staff Friday 04/19/2013: http://tinyurl.com/logicmodelreview
Aurora Picture Show Accelerator Phase II Participant
Class of 2013
Logic Model
12
A commonly-used tool to clarify & depict a project, serving as a foundation for
planning and evaluation.
Logic Model
13
GOAL
PROBLEM STATEMENT
LONG TERM OUTCOMES:
Resources Activities Outputs Short Term
Outcomes
Logic Model
14
GOAL
PROBLEM STATEMENT
LONG TERM OUTCOMES:
Resources Activities Outputs Short Term
Outcomes
Situation &
Recommended Action
How will you leverage our funds with other resources?
How do plan to invest our funds?
What difference will this make in
your org?
Application Tips Supplemental Materials
Be mindful to:
• Review samples of financial statement formats on website
• Email the completed Board Matrix and Financial Profile to [email protected] by deadline date.
• Board Matrix
• Financial Profile
• All accessible at the HAA website
• Complete Organizational Assessment Survey:
• All Leadership Team members listed in Section F of the Application MUST complete.
Houston Center for Photography Accelerator Phase I Participant
Class of 2012
Financial Profile Spreadsheet
GOAL: Track the financial progress of your organization through 4 years historical figures 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 Revenue
Part VIII Part I
Statement of Functional Expenses
Part IX Part III
Financial Profile Spreadsheet GOAL: Track the financial progress of your organization through 4 years historical figures and 2 years 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.
FrenetiCore Residency Incubator Class of 2013
Selection Criteria
Core Competency Phase I Phase II
Clarity of Program Role 250 points 0 points
Governance 200 points 200 points
Financial Resources 200 points 200 points
Management (staff) 150 points 100 points
Realistic & Achievable Goals 100 points 250 points
( Section H.2. Logic Model )
Marketing & Public Relations 100 points 0 points
Strategic Plan Document (Phase 2 only)
0 points 250 points
TOTAL 1000 points 1000 points
Dates Milestones
April 19, 2013 Appt. for Logic Model Review (Phase II only) http://tinyurl.com/logicmodelreview
April 25, 2013 11:30AM
Learning Sessions #6 with Sustainability (HITS Theater) & Incubator Participants
May 3, 2013 5PM Application Deadline
June 2012 Panel Review
August 2012 Award Notifications
September 2012 Program Orientation
October 1, 2012 Grant cycle begins
Calendar Timeline
Managing Your Grant
• Program Orientation and Organizational Assessment
• Quarterly Reporting
• Final Deliverables
• Final Report requesting financial documentation for use of funds
• End of Grant Presentation To be presented in Spring 2015
HITS Theatre Sustainability Phase II Participant Class of 2012
strengthen our
participants
Capacity Building Initiative
Business Volunteers for the Arts
Arts Database Management
Program
Patron Manager
CRM
Power2Give.org
Grants Program
APG | GOS | GOSE CI | Arts Marketing
Photo courtesy of Voices Breaking Boundaries Incubator Class of 2011
Programs & Services Department
Janel Badrina, Coordinator
Richard Graber, Director
Jerome Vielman, Manager
Houston Arts Alliance 3201 Allen Parkway, Suite 250
Houston, Texas, 77019
www.houstonartsalliance.com
23
Hope Stone Inc. Accelerator Phase I Participant Class of 2012
