2. Presentation Objectives:
• Program Overview
• Application & Guidelines
• Managing Your Grant
• Question & Answer
FrenetiCore
Residency Incubator | Class of 2013
3. Brazilian Arts Foundation
Residency Incubator | Class of 2013
MISSION:
To invest, impact, and inform
the administrative capacity of arts organizations
toward artistic excellence.
5. STRATEGY:
To provide specialized investments in an organization’s infrastructure.
Money Management
(Revenue /Expenses) (Board & Staff)
Systems Marketing/PR
(admin / facilities)
6. 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 & turnaround
Partnership 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 implementation
Client 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
7. 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
8. 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 jerome@haatx.com by
deadline date. Dance Source Houston
Residency Incubator | Class of 2013
9. Application Tips
Supplemental Materials
Be 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 jerome@haatx.com:
• 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.
10. 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 Part VIII Part I
Revenue
Statement of Part IX Part III
Functional Expenses
11. 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.
12. 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
14. Calendar Timeline
Dates Milestones
April 25, 2013 Learning Sessions #6 with Incubators
11:30AM CTC | FrenetiCore | InterActive Theatre Co.
May 3, 2013 5PM Application Deadline
June 2012 Panel Review
August 2012 Award Notifications
September 2012 Program Orientation
October 1, 2012 Grant cycle begins
15. 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 3
InterActive Theater Company
$150/mth $200/mth $300/mth
Residency Incubator
Class of 2013
16. 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
CRM
Photo courtesy of Voices Breaking Boundaries
Incubator Class of 2011
17. 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: jerome@haatx.com
www.houstonartsalliance.com
FrenetiCore
Residency Incubator | Class of 2013
17
18. 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)
19. Class of 2013 Profile
Aggregate Comparison (2010 v 2012) 2010 Totals 2012 Totals % change
FINANCIAL MANAGEMENT
Total Revenues (n=5) $ 640,532 $ 895,377 40%
Total Expenses (n=5) $ 672,298 $ 885,703 32%
STAFF MANAGEMENT
Total # 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 MANAGEMENT
Total # of Board of Directors (n=5) 33 36 9%
20. Class of 2013 Profile
Average Comparison (2010 v 2012) 2010 Average 2012 Average % change
FINANCIAL MANAGEMENT
Total Revenues (n=5) $ 128,106 $ 179,075 40%
Total Expenses (n=5) $ 134,460 $ 177,141 32%
STAFF MANAGEMENT
Total # 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 MANAGEMENT
Total # of Board of Directors (n=5) 6.6 7.2 9%
% total board giving (n=5) 74% 100% 35%
21. Class of 2013 Profile
Average Breakdown (2012) 2012 Average 2012 high 2012 low
FINANCIAL MANAGEMENT
Total Revenues (n=5) $ 179,075 $ 275,000 $ 100,000
Total Expenses (n=5) $ 177,141 $ 265,000 $ 100,000
STAFF MANAGEMENT
Total # Full Time Staff (n=5) 1.2 2 1
Total # Part Time Staff (n=5) 2.8 10 0
Total # 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 MANAGEMENT
Total # of Board of Directors (n=5) 7.2 12 4
% total board giving (n=5) 100% 100% 100%
