CITY OF NORMAN, OKLAHOMA FINANCE COMMITTEE AGENDA
VIRTUAL MEETING HOSTED AT MUNICIPAL BUILDING COUNCIL CHAMBERS 201 WEST GRAY
THURSDAY, FEBRUARY 18, 2021
4:00 P.M.
This is a virtual meeting – Finance Committee members Councilmembers Bierman, Foreman, Nash, and Mayor Clark are appearing via video conference and if attending Councilmembers McGarry, Peacock, Petrone, Hall, and Holman will be appearing via video conference.
1. DISCUSSION AND REVIEW OF OUTSIDE AGENCY REPORTS AND/OR REQUESTS FROM THE FOLLOWING:
• Social and Voluntary Services Commission • Veterans Day Parade Committee • Center for Children and Families • Firehouse Art Center • Cleveland County Historic Museum • Sooner Theatre • Aging Services – Kiwanis Kruiser • Performing Arts Studio • Norman Economic Development Coalition
https://zoom.us/webinar/register/WN_S-- mYQ1QSzqQuuaIqY9vhg The City of NORMAN 201 West Gray • P.O. Box 370 SOCIAL & VOLUNTARY SERVICES COMMISSION Norman, Oklahoma 73069 • 73070 Phone: 405-366-5404
February 1, 2021
To: City of Norman Finance Committee
Re: Social and Voluntary Service Committee
The Social and Voluntary Services Commission (SVSC) was founded in 1973 as an advisory body to the Norman City Council regarding the evaluation of social services. The SVSC Commission consists of nine members each serving a three year term. The current members are: Kristal Hamm, Victoria Harrison, Josh Hinkle, Kurt Lee, Nancee Morris, Loida Salmond, Angela Steinle, Ann Way, and myself. I currently serve as the chair and Kristal Hamm the Vice-Chair.
Within the Fiscal Year 2020-2021 City of Norman budget funding for social service agencies in the amount of $175,000 was provided. A formal application process was held in which qualified interested agencies were required to submit an application that included information regarding the overall mission of the agency, specific project for which funding was being requested, financial information including budget summary and projected budget, copy of most recent audit, their 990 return for 2019, and a copy of IRS tax exempt status letter. The application also required a list of the current board members and staff members of the agency.
In 2020 the Social and Voluntary Services Commission meet virtually and reviewed the 24 requests submitted by 23 Norman service agencies. The submitted applications totaled $196,341 in requests for funding. This was down from previous year requests due to the $10,000 cap that was put into place in 2019. The cap was enacted to be able to assist more agencies. The applications received for the previous cycle prior to the implementation of the $10,000 application cap totaled $345,000. During the review of each application, Commissioners discussed any questions or clarifications that were needed from the applicant. Staff obtained this information from the agencies and forwarded the responses to the Commissioners. All submitted applications for funding were approved although some were for less than requested.
After the intimal meeting of the commission and prior to the funding meeting, each Commission member evaluated each of the applications independently and determined an appropriate funding level within the allowable total of $175,000. These results were provided to staff and compiled into a spreadsheet. At the funding meeting the Commission reviewed the compilation of budgets and discussed the criteria that the Commission members applied to each funding proposal. The Commission evaluated multiple subjects including but not limited to: possibilities of duplications of efforts, past performance of the agency and potential for other funding sources.
Agency project funding is administered on a reimbursement basis. Payments are made as invoices with appropriate documentation of project execution and receipts are received. Each of the funded agencies are visited a minimum of once during the fiscal year by Commission members. During the pandemic these visits are conducted virtually. We will to return to physical site visits as soon as this is safe for commissioners and agency staff. During visits we inquire about future trends, any special challenges for the organizations and how partnerships with others doing work in this field can be established. The visits are not only to check for contract compliance in expending the awarded funds, but also allow commissioners to assess possible needs in our community.
It is no surprise that the pandemic was had a profound effect on the Norman Non-Profit community. As individuals and established funders have experienced the contraction of the economy, less funding has been made available than in previous years. In addition to this deficiency, many funding entities have decided to swing the focus of funding to COVID specific needs. While understandable, this creates a scarcity of normal operating funds. As agencies can only spend funds on the projects and programs specifically funded this creates a Catch 22 effect. Agencies can have hundreds of thousands of programmatic dollars to spend but struggle to pay rent, utility and administrative costs that enable them to keep the doors open. The SVSC is a funder that allows for, and during the pandemic has made known that general operational funding requests are welcome.
The Social and Voluntary Services Commission respectfully requests the consideration of a minimum of $175,000 and a substantial increase of funding to be included within the City of Norman FYE22 Budget. Any increase will be a necessary safety-net for the amazing agencies that make up the social safety net for our community.
If you have any questions regarding the Social and Voluntary Services Commission please do not hesitate to contact me at (405)471-2666 or Lisa Krieg, our City staff liaison.
Regards,
Heidi Smith
Chair, City of Norman SVSC
413 English Elm Lane, Norman, OK 73069
(405) 471 -2666 [email protected]
City of Norman – Boys & Girls Club of Norman Annual Report
Empowering Youth For more than twenty years, the City of Norman has provided substantial financial support to Center for Children and Families, Inc. (CCFI) for free or very low cost after school services for low-income youth residing in Norman. For 16 years, Neighborhood Centers services were provided on school sites in the Wilson/Longfellow and Kennedy/Irving neighborhoods. In July 2015 Boys & Girls Club of Norman (BGCN) was implemented to expand the number of youth served, increase hours of service to 20 hours over 5 days per week, and benefit from the program curricula, training, quality standards and other support provided by Boys & Girls Club of America.
In 1999, Neighborhood Centers was developed as a community collaboration to respond to high needs neighborhoods representing a significant percentage of the overall poverty and juvenile crime in the City of Norman. In subsequent years, a review of crime data from the Norman Police Department suggested that the implementation of Neighborhood Centers correlated with a significant and sustained decrease in juvenile arrests.
Boys & Girls Club of Norman’s target population continues to be children and youth who reside in neighborhoods with high poverty and crime rates, many of whom have experienced relationship trauma such as domestic violence, child abuse or neglect. As a program of CCFI, BGCN is able to benefit from the expertise of CCFI professional staff and its 50 years of experience addressing the needs of families struggling with trauma. Most of the enrolled members come from Adams, Jefferson, Kennedy, and Wilson Elementary Schools, Irving and Longfellow Middle Schools with a few from Norman High and Norman North High Schools. Norman Public Schools transports students from four of these school sites and Club members are able to walk from two nearby schools. The Club opens its doors, on a space available basis, to all students enrolled in Norman Public Schools ages 6-18.
Alexis Lux serves as the CEO of CCFI overseeing multiple programs in the agency, including Boys & Girls Club of Norman. Alexis has extensive nonprofit management and fundraising experience and is a Certified Fundraising Executive (CFRE). The Boys &Girls Club Program Director, Lee Brandon, is a Licensed Clinical Social Worker with several years of experience leading after school programs and working as a therapist with low income families who have experienced significant trauma. Lee’s background has facilitated the further development of a trauma informed approach to after school services. The trauma informed approach includes increased structure, lower youth to adult ratios and creative and individually tailored interventions to help youth resolve conflicts and learn to manage strong feelings without aggressive behavior.
The overall goals of BGCN prevention services are 1) safety and a sense of belonging 2) avoidance of crime, delinquency and other high-risk behaviors, 3) academic success, 4) healthy lifestyles and 5) character and leadership skills. As members arrive from school, the Regional Food Bank of Oklahoma supported Kids Cafe provides a healthy dinner. Following dinner, members have free play time to spend on the playground, the outdoor basketball court or the gym. In addition, members have access to an extensive library of books, a digital lounge and many enrichment activities and board games. Each day Club members participate in Power Hour with staff and volunteer support to complete homework, engage in
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City of Norman – Boys & Girls Club of Norman Annual Report
STEAM projects and other interactive academic enrichment activities. Other programming is offered using curricula provided through Boys & Girls Club of America such as Smart Moves, to promote self-awareness, healthy habits, decision making and goal setting and Career Launch, to promote job-readiness and career preparation for teens. Before members leave for home each day they receive a healthy snack.
In early 2020, Boys & Girls Club of Norman continued to serve157 members with an average daily attendance of 91, however members did not return to Club after Spring Break when Norman Public Schools closed due to COVID-19. Instead of offering a traditional summer program, Club staff adapted to provide videos, packets, and other safe and socially distanced activities for members to participate in while in quarantine. In the fall, we operated a full day program while Norman Public Schools operated virtually. Our enrollment was limited to 60 to accommodate COVID protocols, separate groups, and social distancing. We continue to be open all day for a small number of virtual learners and then after school a larger group join us. We are still operating with a socially distanced program of 60 students. We are taking all safety precautions seriously and are proud to have not experienced any spread of the virus. We know now, more than ever, that our kids need a safe and healthy place to be and with the support of the City of Norman we can continue to provide that through the Club.
CCFI is grateful for the many public and private partners who make financial and in-kind investments in Boys & Girls Club of Norman. These partnerships and their impact on children, youth and their families would not be possible without the steadfast commitment of the City of Norman. Partner organizations we workwith include:
• United Way of Norman: United Way of Norman provides funding for BGCN and works to support the quality of youth development and out-of-school time services throughout the community. • Norman Public Schools: Norman Public Schools contributes financially to the partnership and also allow BGCN staff to utilize school buses, vans, and other resources at no cost to the program. Bus transportation is provided from three elementary schools and one middle school daily throughout the school year. • Norman Police Department: The Norman Police Department partners with CCFI to work and engage with the youth we serve, participating in outreach activities and presentations. • Red River Community Corps: BGCN continues a long term partnership with the AmeriCorps program. Currently one full-time and two part-time members serve as part of the staff. • University of Oklahoma: BGCN serves as a practicum, internship, and volunteer site for many OU students. Approximately 100 OU students associated with a wide range of campus groups - including service organizations, fraternities and sororities - have volunteered with or worked to support the program. Additionally we have four work study students who are employed by the University but provide work hours to the Club, which is a vital cost savings measure for our budget. • Bethesda: Bethesda staff provide child sexual abuse prevention presentations to members and parents.
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City of Norman – Boys & Girls Club of Norman Annual Report
Financial Information Page 4 of this report is the FY 2021 and Estimated FY 2022 revenues and expenses for Boys & Girls Club of Norman. The FY 2021 Budget includes one-time CARES Act and other Hope Center funding. The 2019 audited financial statements and 990s tax returns are attached.
Fees for Service: Boys & Girls Club of Norman charges its members ten dollars per semester and twenty per month in the summer. These fees were temporarily waived during the COVID pandemic to eliminate any barriers. When they return, membership fees represent less than 1% of the program budget.
Actions to Generate Income: The costs associated with operating the Club are mainly funded from foundation and corporate grants. We have a diverse stream of over 10 major funders with the City of Norman being the largest individual donor.
In addition to making personal financial contributions to the agency, the CCFI Board of Directors continues to seek supplementary funding sources to reduce the impact of a down philanthropic climate. The Sustainable Funding Committee works closely with the Development and Communication Team to oversee the resource development process and find ways to diversify revenue for CCFI. All Board members participate in our annual end of year campaign by identifying and soliciting individual and corporate prospects.
Additionally, the Board participates in a wide variety of activities to support the identification of new donors. In 2019, staff and Board members began to work more closely with Boys & Girls Club of America to identify and pursue grants and corporate donations for Boys & Girls Club of Norman.
Fiscal Year 2022 Request
For FY 2021, the City of Norman generously provided $120,000 to support the Boys & Girls Club of Norman Partnership. CCFI respectfully requests that the City of Norman continue its investment at $120,000 for FY 2022.
This continued investment in BGCN will support the staffing levels required for the high need population served. A minimum 12:1 student to staff ratio is required to provide the high- quality, structured programming and additional support for students struggling with emotional and behavioral problems.
We sincerely appreciate the ongoing support of the City of Norman and its dedication to improving the lives of children in our community. Respectfully,
Alexis Lux, CFRE, Chief Executive Officer Center for Children and Families, Inc.
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City of Norman – Boys & Girls Club of Norman Annual Report
Revenue FY 21 Est FY 2022
United Way 45,000 45,000
Donor Contributions 113,204 175,860
Foundations 80,250 80,000
Norman Public Schools* 32,000 32,000
City Fees & Grants 120,000 120,000
State & Federal Fees and Grants 269,294 18,000
Program Fees - 4,200
Total Revenue 659,748 475,060 Expense
Salary & Wages 331,442 254,023
Benefits 88,100 60,669
Total Salary & Benefits 419,542 314,693 Operating Expenses
Professional Fees 64,571 57,821
Supplies 41,303 19,684
Telephone Expense 5,164 5,164
Postage and Shipping 813 813
Occupancy 37,286 37,286
Outside Printing & Artwork 2,875 2,875
Transportation 200 200
Conferences, Conventions & Meetings 3,084 3,084
Subscriptions and Licensure 8,155 8,155
Specific Assistance to Individuals 3,733 3,733
Rental, Maintenance of Equipment allocated 1,114 1,114
Insurance allocated 11,287 11,287
Equipment Acquisition allocated 53,469 2,000
Miscellaneous Expenses allocated 7,151 7,151
Total Operating Expense 240,206 160,367
Total Expenses 659,748 475,060
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE ART CENTER
QUARTERLY
Fall 2019 Class Session | September 16 – November 19, 2019 Total Attendees: 258 Adults: 87 | Children: 62 Healing Studio - 109 Children – 54 Youth & Teens - 8 Adults – 87
Fred Jones Jr. Museum of Art – Fall AAS Tours | September 24 – 27, 2019 Total Attendees: 67 Adults: 5 | Children: 54 Location: Fred Jones Jr. Museum of Art, Norman, OK During this four-day period, 59 students from the Art After School (AAS) program at the Firehouse attended tours of the Fred Jones Jr. Museum of Art to view works related to the courses they were taking at the FAC.
Winter 2020 Class Session | January 13 – March 7, 2020 Total Attendees: 240 Adults: 94 | Children: 78 Healing Studio - 68 Children - 54 Youth & Teens - 24 Adults - 94
Fred Jones Jr. Museum of Art – Winter AAS Tours | January 21 – 24, 2020 Total Attendees: Adults: 4 | Children: 54 Location: Fred Jones Jr. Museum of Art, Norman, OK During this four-day period, 54 students from the Art After School (AAS) program at the Firehouse attended tours of the Fred Jones Jr. Museum of Art to view works related to the courses they were taking at the FAC.
Spring 2020 Class Session | March 30 – May 23, 2020 Total Attendees: 0 Cancelled due to COVID-19 Pandemic Adults: 0 | Children: 0 Healing Studio - 0 Children - 0 Youth & Teens - 0 Adults - 0
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A N E R Fred Jones Jr. Museum of Art – Spring AAS Tours | April 3 – 5, 2018 Total Attendees: 0 Cancelled due to COVID-19 Pandemic Adults: 0 | Children: 0 Location: Fred Jones Jr. Museum of Art, Norman, OK
Summer 2018 Class Session | June 4 – August 11, 2018 Total Attendees: 0 Cancelled due to COVID-19 Pandemic Adults: 0 | Children: 0 Healing Studio - 0 Children – 0 (see below) Youth & Teens - 0 Adults - 0
Children’s Summer Art Program 2020 | Sess. I – VI, June 1 – July 31, 2020 Total Attendees: Adults: N/A | Children: 0 Cancelled due to COVID-19 Pandemic Location: Firehouse Art Center Session I, June 1 – June 5 (1 week) -- students, ages 5 – 14, Session II, June 8 – June 12 (1 week) -- students, ages 5 – 14, Session III, June 15 – June 19 (1 week) -- students, ages 5 – 14, Session IV, June 22 – June 26 (1 week) -- students, ages 5 – 14, Session V, July 6 – July 17 (2 weeks) -- students, ages 5 – 14, Session VI, July 20 – July 31 (2 weeks) -- students, ages 5 – 14,
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE ART CENTER
MONTHLY
Public Arts Board Meeting | 2nd Monday of the month Total Attendees: 10 Location: Norman City Hall Building, Study Session Room, Norman, OK FAC Executive Director Douglas Shaw Elder attends the monthly meeting for the Norman Public Arts Board, which “work(s) to enhance Norman’s image locally, regionally and nationally by insuring the creation of the highest quality art for display in our community’s public places. The NPAB believes that public art has the possibility of defining a community, enriching cultural diversity, stimulating economic activity, and encouraging all forms of artistic endeavors.”
Norman Arts Council Monthly Arts & Humanities Roundtable | 2nd Wednesday of the month Total Attendees: 20 Location: Varies, Norman, OK FAC Executive Director Douglas Shaw Elder attends the monthly Executive Director’s lunch followed by the Roundtable meeting of all non-profit arts groups in Norman. The meeting affords the organizations an opportunity to network, create partnership, promote their events, and discuss issues pertaining to non-profits and community organizations.
Firehouse Art Center Board of Directors Meeting | 3rd Tuesday of the month Total Attendees: 7 – 12 Location: Firehouse Art Center, Norman, OK FAC Executive Director Douglas Shaw Elder attends the monthly meeting of the FAC Board of Trustees to share the monthly financial, activities, and other reports on behalf of the FAC staff.
Community Arts Programming | 1st and 4th Friday of the month Total Attendees: 15 – 30 for each class Location: Norman Veterans Center, Norman, OK FAC Executive Director Douglas Shaw Elder and FAC instructors Jane Lawson and Sarah Engel-Barnett provide high-level arts instruction to residents in photography, sculpting, and mixed media art. This program is a continuation of the 2015 – 2016 pilot program with the Oklahoma Arts Council for their Arts & the Military Initiative. Due to scheduling conflicts, the dates sometimes varied from the above- listed 1st and 4th Fridays.*
* Cancelled March 2020 – August 2020 Due to COVID-19 Pandemic
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE ART CENTER
NON-RECURRING EVENTS
OKCNP Annual Members Meeting | September 5, 2019 Location: National Cowboy & Western Heritage Museum, Oklahoma City, OK FAC Executive Director Douglas Shaw Elder attended the Oklahoma Center for Nonprofits Annual Members Meeting to network with other nonprofit organizations and hear from a panel of nonprofit and business experts.
Foil Competition Judging | September 11 – 12, 2019 Location: Firehouse Art Center, Norman, OK Guests jurors Hans Butzer and Paul Moore visited the Firehouse Art Center to choose the first, second, and third place awards, as well as three additional special awards from the many exemplary and creative foil sculptures submitted during the 2019 Foil Sculpture Juried Exhibition. Awards were given totaling $3,000 to those chosen.
Community Partnership Meeting | September 12, 2019 Location: Lincoln Elementary School, Norman, OK FAC Executive Director Douglas Shaw Elder met with Olivia Dean, principal at Lincoln Elementary, to discuss the future of the FAC’s arts education partnership with Lincoln Elementary School and the FAC’s Kids Art is Smart initiative.
Allied Arts OKC Member Agency + Grantee Bus Tour | September 19, 2019 Location: Firehouse Art Center, Norman, OK The Firehouse Art Center hosted members, workplace coordinators, and volunteers of Allied Arts OKC’s Member Agency as a part of a bus tour to various nonprofit organizations in the art community. FAC Executive Director Douglas Shaw gave a tour and a presentation of FAC programs and classes to those in attendance.
Community Partnership Meeting | September 25, 2019 Location: Firehouse Art Center, Norman, OK FAC Executive Director Douglas Shaw Elder met with Jennifer Allen-Barron, Arts Education Director at Oklahoma Arts Council and Jason Poudrier,
FAC Gallery: 2019 Foil Sculpture Reception | September 26, 2019 Total Attendees: 73 + Est. 500| Reception Attendees + Daily Gallery Attendees Location: FAC Gallery, Norman, OK
Science Museum Oklahoma - Tinkerfest | September 28, 2019 Total Attendees: 1102 FAC Executive Director Douglas Shaw Elder attended TinkerFest with volunteers Richard McKown and Emily Smart, and aides Jamie Lim and Aedan Elizondo. They instructed 924 children and 178 adults in foil sculpting.
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A N E R
Plaza District Festival | September 28, 2019 Total Attendees: 685 Location: Plaza District, Oklahoma City, OK FAC Executive Assistant Kristyn Brigance and aide Tamah Minnis, along with faculty instructors Haley Prestifilippo, Darci Lenker, and B.J. Sneed instructed 595 children and 90 adults in three art education activities: frottage, foil sculpting, and mask masking.
Outdoor Movie Series – Hocus Pocus | October 4, 2019 Location: Lions Park, Norman, OK Total Attendees: 142 Adults:65 | Children: 77 Artists: 2 FAC Executive Director Douglas Shaw Elder, FAC Executive Assistant Kristyn Brigance, Nikki Krumwiede, Kylie Anderson, and Tamah Minnis
PTA Reflections Work Night | October 20, 2019 Location: Firehouse Art Center, Norman, OK The Firehouse Art Center held a PTA Reflections work night for students in the community to come in and receive help from FAC instructors to conceptualize their entries for the upcoming 2019 National PTA Reflections competition.
Oklahoma Governor’s Veterans Symposium | October 24, 2019 Location: University of Oklahoma Memorial Union, Norman, OK FAC Executive Director Douglas Shaw Elder attended the 4th Annual Governor’s Veterans Symposium. Elder gave a presentation about the statewide efforts to bring art to veterans alongside Jennifer Allen- Baron, Arts Education Director at the Oklahoma Arts Council, and Jason Poudrier, a Pat Tillman scholar.
National Weather Festival | October 26, 2019 Total Attendees: 549 Adults: 71 | Children: 478 Location: National Weather Center, Norman, OK FAC Executive Assistant Kristyn Brigance, FAC instructors Kylie Anderson and Haley Cytacki, and assistants Tamah Minnis, Jamie Lim, and Emily Smart facilitated free art education activities including foil sculpting and drawing with scissors at the National Weather Festival.
NAC Standards for Excellence Training | October 29 & 30, 2019 Location: Norman Public Library East, Norman, OK FAC Executive Director Douglas Shaw Elder and Executive Assistant Kristyn Brigance attended the Norman Arts Council’s Standard for Excellence training to learn the tools necessary to implement best practices within a non-profit which promotes transparency and accountability. The Standards for Excellence Series is a 4-part program offered by the Oklahoma Center for Nonprofits.
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A N E R Coffee With Council | October 31, 2019 Location: Norman Chamber of Commerce, Norman, OK FAC Executive Director Douglas Shaw Elder and board President Fred Schmidt attended the Norman Chamber of Commerce’s Coffee With Council event. At the event, they were able to have a discussion with the new Ward 4 councilmember, Lee Hall.
Community Partnership Meeting | November 1, 2019 Location: Firehouse Art Center, Norman, OK FAC Executive Director Douglas Shaw Elder met with Aspen Moore-Mann, OKCityCard Coordinator and Development Assistant, and Kristen Bromley, Marketing & PR Manager at the Allied Arts Foundation, to discuss potential opportunities for partnership.
NAC Fall Arts Lunch | November 5, 2019 Location: The Studio of the Sooner Theatre, Norman, OK FAC Executive Director Douglas Shaw Elder was recognized for his economic impact to the arts community at the Norman Chamber’s annual Fall Arts Luncheon. The yearly luncheon highlights the important relationship between the arts and business communities through awards given by the Norman Chamber’s Business & Arts Committee and the Norman Arts Council.
NAC Grant Workshop | November 6, 2019 Location: Mainsite, Norman, OK FAC Executive Director Douglas Shaw Elder and FAC new Development staff member Pam McIntosh attended the Norman Arts Council’s grant workshop.
FAC’s 2019 Holiday Gift Gallery Patron Preview | November 7, 2019 Location: Firehouse Art Center, Norman, OK The Firehouse Art Center hosted its first Holiday Gift Gallery preview for members of the Firehouse, patron level and above. The event provided an opportunity for members of the Firehouse to shop prior to the official opening of the annual Holiday Gift Gallery. The event was attended by FAC Executive Director Douglas Shaw Elder, Executive Assistant Kristyn Brigance, and Visitor Service Associate, Tamah Minnis.
FAC Gallery: Holiday Gift Gallery 2019 | November 8 – December 24, 2019 Total Attendees: 1,000 Artists: approximately 115 Location: FAC Gallery The annual Holiday Gift Gallery is an opportunity for the FAC to highlight and support regional artists, 90% of whom reside in Oklahoma, by showcasing their unique, original artwork and high-quality work for sale to the public. For shoppers, the gift gallery is a great opportunity to own a one-of-a-kind piece while investing in local artists, and subsequently investing in Norman and its surrounding communities. Receptions: Friday, November 15, 6 – 8 PM, with 2 attendees, and Friday, December 6, 6 – 8 PM, with 50 attendees.
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A EastsideN E RBusiness Association General Meeting | November 13, 2019 Location: Norman Veterans Center, Norman, OK FAC Executive Director Douglas Shaw Elder gave a presentation during the general membership meeting for the Eastside Business Association of Norman about the art therapy projects the Firehouse provides to the Norman Veterans Center. The meeting also included a panel of veterans sharing their firsthand experiences and engaging in a discussion with attendees.
Arts Programming for Teens | November 14, 2019 Location: Firehouse Art Center, Norman, OK FAC Executive Director Douglas Shaw Elder met with Santana Jiminez-Calhoun, second place winner of the 2019 Juried Foil Sculpture Exhibition, to discuss beginning a drawing practice group for gifted teen artists which will provide technical training, preparation for colleges and art institutes, preparation for Quartz Mountain auditions, and additional skill building practices. The Firehouse will assist Santana Jiminez-Calhoun with her personal portfolio and application to several Eastern universities.
Republic Bank & Trust Holiday Happenings | November 21, 2019 Location: Republic Bank & Trust, Norman, OK FAC Executive Assistant Kristyn Brigance attended Republic Bank & Trust’s annual Holiday Happenings event. The FAC had a booth featuring the many classes and workshops available to new students.
Leadership Norman | December 12, 2019 Location: Red Dot Studio, Norman, OK FAC Executive Director Douglas Shaw Elder and Artist Richard McKown gave a presentation on their experience of being a working artist in Norman, Oklahoma to the Leadership Norman Class. They also provided a creative foil sculpting art activity to the group.
OK Department of Veterans Affairs Sallisaw | December 17, 2019 Location: Sallisaw, OK FAC Executive Director Douglas Shaw Elder served on sculpture selection committee for new sculpture at the Veterans Center in Sallisaw, Oklahoma.
Arts Programming for Teens – Practice Audition | January 11, 2020 Attendees: 10 Location: Firehouse Art Center FAC Executive Director Douglas Shaw Elder facilitated a free practice audition for local teenagers auditioning for the Drawing & Painting discipline at the 2020 Oklahoma Summer Arts Institute at Quartz Mountain. This intensive observational drawing practice audition helped prepare students for the competitive audition process.
JA Inspire | January 16, 2020 Attendees: Est. 1400 (200 adults, 1200 Youth) Location: Nancy O’Brien Center for the Performing Arts, Norman, OK
FAC Executive Director Douglas Shaw Elder and programming assistants Aedan Elizondo and Tamah Minnis attended JA Inspire, a career fair for Norman Public School eighth graders hosted by Oklahoma
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A City’sN JuniorE R Achievement chapter. The Firehouses provided free art activities for the students in attendance.
FAC Gallery: Healing Studio Exhibition | January 17 – February 22, 2020 Total Attendees: 50 reception attendees and 500 Est. Daily Gallery attendees Artists: 12 Location: FAC Gallery Exhibition featured artwork produced by members of the Healing Studio program alongside paintings from their instructor, Jane Lawson. This annual exhibition is a special opportunity for the FAC to showcase the talent and creative expressions of the inspirational individuals who take part in weekly Healing Studio sessions. The Healing Studio program nurtures and provides an outlet for the creative expressions of individuals with varying degrees of cognitive, physical, and learning challenges. Artwork in the show reflects the topics and visual art instruction explored during the program over the past year. Reception: Friday, January 24, 10 AM - 12 PM, with 50 attendees
Chocolate Festival | January 18, 2020 Attendees: 90 Adults: 10 | Children: 80 Location: Norman North High School The 38th annual Chocolate Festival, hosted by the Norman PTA Council, was open from 10:00 a.m. to 2:00 p.m. FAC assisted children in testing their skill with foil sculpting while adults and children tasted delectable chocolate-inspired delights from vendors spread throughout the nearby gymnasium. FAC Executive Director Douglas Shaw Elder, FAC Board Chair Fred Schmidt, programming assistances Aedan Elizondo and Nikki Krumwiede were in attendance.
Arts Programming for Teens – Practice Audition | January 25, 2020 Attendees: 6 Location: Firehouse Art Center FAC Executive Director Douglas Shaw Elder facilitated a free practice audition for local teenagers auditioning for the Drawing & Painting discipline at the 2020 Oklahoma Summer Arts Institute at Quartz Mountain. This intensive observational drawing practice audition helped prepare students for the competitive audition process.
Outdoor Movie Series meeting | February 4, 2020 Location: Republic Bank & Trust, Norman, OK FAC Executive Director Douglas Shaw Elder attended the planning session for the upcoming year of Outdoor Movie Series events.
Allied Arts Campaign Kickoff Event | February 4, 2020 Location: Embassy Suites by Hilton OKC Northwest, Oklahoma City, OK Attendees: 350
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A FAC NExecutive E R Director Douglas Shaw Elder attended the annual Allied Arts Campaign Kickoff event with Chuck Thompson, President of Republic Bank & Trust. The event featured performances by a variety of nonprofit organizations supported by Allied Arts.
Community Partnership Meeting | February 20, 2020 Location: Firehouse Art Center, Norman, OK
FAC Executive Director Douglas Shaw Elder met with Jonathan Fowler regarding the Fowler Automotive sponsorship of the Firehouse Art Center.
Norman Chamber’s Live, Work, Play | February 27, 2020 Attendance: 75 adults Location: The Mercury Center, Norman, OK Fred Schmidt attended the Norman Chamber of Commerce’s Live, Work, Play event.
Outdoor Movie Series meeting | March 3, 2020 Location: Republic Bank & Trust, Norman, OK
McClain Bank Business After Hours | March 5, 2020 Attendance: 85 adults Location: McClain Bank Executive Director Douglas Shaw Elder coordinated and attended the meeting, which featured painting and glass instructors and students work.
American Fidelity Employee Giving | March 10, 2020 Attendance: 72 adults Allied Arts Giving table Event
Water and Land Exhibition work Katherine Liontas-Warren | March 13-May 2, 2020 Location: FAC Gallery In-person viewing cancelled due to COVID-19 pandemic. Gallery virtual tour made available online.
Allied Arts Conference Call | March 24, 2020 Location: Firehouse Art Center FAC Executive Director Douglas Shaw Elder met other Allied Arts Organization via Conference Call to discuss COVID-19 protocols.
Center for Non-Profits| March 25, 2020 FAC Executive Director Douglas Shaw Elder discussed COVID-19 response with other non-profit organizations via zoom.
Oklahoma Arts Council | March 27, 2020 FAC Executive Director Douglas Shaw Elder discussed COVID-19 response with other arts organizations via zoom.
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A WaterN andE R Land Video Uploaded | April 24, 2020 Executive Director Douglas Shaw Elder filmed, edited, and uploaded a gallery walk through video in place of a reception for Water and Land.
Allied Arts Allocation Presentation | May 12, 2020 Location: Zoom Meeting FAC Executive Director Douglas Shaw Elder and Board Chair Fred Schmidt gave the annual presentation to Allied Arts for Allocation grant.
Veterans Meeting | May 20, 2020 Location: Zoom Meeting FAC Executive Director Douglas Shaw Elder met with Jason Poudrier, Jercia Walsh, and Candice McIntire about alternative programming for Veterans Center.
FACulty Exhibition Opened | June 1, 2020 Location: Firehouse Art Center, Norman, OK Exhibition highlights FAC faculty and their personal art practice.
City of Norman Parks and Recreation Presentation | June 4, 2020 Location: Norman City Hall FAC Executive Director Douglas Shaw Elder gave the annual presentation to the Parks and Recreation Board.
Aedan Elizondo Live Drawing Demonstrations | June 8-17, 2020 Location: Various, Norman, OK Drawing self portraits around Norman including Starbucks, Rusty’s Custard, Armstrong Bank, Campus Corner, Brookhaven Village.
Virtual 2nd Friday Art Walk | June 12, 2020 Location: Firehouse Art Center, Norman, OK FACulty Exhibition Video highlighted for Virtual 2nd Friday Art Walk.
Oklahoma Art Crawl | June 27-28, 2020 Location: Firehouse Art Center, Norman, OK Art demonstrations by Douglas Shaw Elder, Augustine Smith, and Kim Walker Ray. Music by Nikki Krumwiede.
Veterans Center 100th Birthday Celebration | June 30, 2020 Location: Norman Veterans Center, Norman, OK Volunteered and participated in birthday parade. Created and delivered 250 cards for residents.
Virtual 2nd Friday Art Walk | July 10, 2020 Location: Firehouse Art Center, Norman, OK FACulty Exhibition Video highlighted for Virtual 2nd Friday Art Walk.
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Firehouse Art Center Activities September 1, 2019 – August 31, 2020
FIREHOUSE A N E R Allied Arts Meeting and Photo op | Aug. 11, 2020 Location: OK Contemporary Sculpture Garden, OKC, OK Members meeting and Allied Allocations check presentation.
Virtual 2nd Friday Art Walk | Aug. 14, 2020 Location: Firehouse Art Center, Norman, OK Frottage demonstration and online enrollment walkthrough videos highlighted for Virtual 2nd Friday Art Walk.
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FIREHOUSE ART CENTER
The Norman Firehouse Art Center, Inc.’s 2021 Organization Annual Report
Fiscal Year: September 1, 2019 - August 31, 2020 City of Norman | City Council Finance Committee
ANNUAL REPORT 01. Narrative of Annual Activities* 02. Organization Mission Statement & Goals 03. Class Fee Structure 04. Number of Participants 05. Breakdown of Revenues by Category 06. Revenue Beginning and Ending Fund Balance* 07. Annual Budget* 08. Current Record of Officers 09. Individuals Responsible for Maintaining Books and Records 10. Affirmation of Yearly Tax Returns* 11. Current Board Members
*ATTACHMENTS 01. Detailed Activities Narrative 06. End of Year Fund Balance 2020 07. Budget for Fiscal Year 2020 - 2021 10. IRS Form 990 01. Narrative of Annual Activities
Overview of Activities for FY 2019 - 2020
The Firehouse Art Center (FAC) is a non-profit 501(c)(3) corporation located at 444 South Flood Avenue, Norman, Oklahoma 73069. The FAC was founded in 1970 as a community arts center, operating out of a vacated, city-owned building, which previously served as a fire station. The facility has since transformed to house highly professional working visual arts studios, which now accommodate both adult and youth art education programming, a permanent gift shop, and a dedicated exhibition gallery space. As an organization, the Firehouse has become the foremost provider of art education programming in Norman’s public elementary schools, and has invested over $300,000 in elementary school outreach programs, which have reached over 16,825 students in the past eleven years. The FAC additionally serves as a partner to many community events, and reaches approximately 8,000 individuals every year through the organization’s extensive breadth of programming.
The Firehouse Art Center, along with granting partners the Oklahoma Arts Council, the Norman Arts Council, the National Endowment for the Arts, and Allied Arts, continues to build a cultural infrastructure to strengthen the arts in Norman and its surrounding communities. By offering equal access to educational, high quality visual art opportunities for everyone, regardless of their socioeconomic background, the Firehouse is laying the groundwork for generations of individuals that have the knowledge, appreciation, and personal investment in the arts to become advocates for the future of the arts in the state of Oklahoma. As an arts leader in the Norman community, the Firehouse plans to continue advocating for excellence in visual arts education and support for professional and student artists through expanded and enhanced programming. Support from the City of Norman is imperative in assisting us to achieve our mission, including the provision of accessible visual arts programming for underserved groups such as adults with disabilities, U.S. Armed Forces Veterans, and youth from disadvantaged socioeconomic circumstances. As such, the Firehouse Art Center requests the sum of $60,000 for operational expenses for the fiscal year ending 2021.
Drawing Demonstrations in Norman Art After School program Adult Jewelry Making
2 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES
Arts Learning in Communities: Children In past years, the Firehouse Art Center’s Art After School During the past fiscal year, the Firehouse’s Art After School and Children’s Summer Art Program served an average of (AAS) program, which was offered September through 300 students through the FAC’s award-winning approach February, taught 108 children ages five to fourteen in two to primary arts education. Classes are designed to educate semesters during the 2019 - 2020 school year. To help slow and encourage children to express themselves through the spread of COVID-19, the Firehouse closed its doors in visual art with original ideas and concepts. FAC classes the months of March through August. This resulted in the help children build fundamental and advanced cognitive cancellation of our spring and summer semesters, along skills and promote diverse methods of critical thinking and with our Children’s Summer Art Program (CSAP). However, learning. The FAC’s Creating with the Masters curriculum we are looking forward to returning to this program with new introduces children to the works of master and modern safety protocols in place in the coming year. Using the same artists and teaches them about the history of art, museums, outstanding curriculum guidelines of the FAC’s AAS classes, and art techniques while meeting the Oklahoma Academic CSAP includes two daily classes, which incorporate both Standards for Fine Arts: Visual Arts guidelines. two-dimensional (drawing, painting) and three-dimensional (ceramics, sculpture) mediums, so that students can Classes are structured by age groups (five to six, seven to experience multiple techniques. CSAP culminates with nine, and ten to fourteen) and include a variety of mediums, a professional gallery exhibition in the FAC Gallery that including painting, drawing, ceramics, collage, and includes one piece of artwork from each child. mixed media. In past years, the FAC has augmented this programming through a field trip partnership with the Fred To keep children in quarantine connected to the arts at Jones Jr. Museum of Art, which provides students with home, this year the Firehouse hired a creative team to the opportunity to explore art in a formal museum setting develop a new visual arts curriculum for ages 5-14, which is and experience the work of master artists first-hand, while now available for free on our website. discovering the rich art resources available in their own community. While we were unable to take our students to Art After School classes are offered at $90 per course, the museum this year due to the COVID-19 lockdown, we which equals a cost of $9.00 per hour for ten hours of high are excitedly anticipating returning to the museum with our quality art education. students in the coming year.
Art After School Program - Faculty, Jane Lawson Art After School Program - Ceramics
3 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES
Arts Learning in Communities: Youth & Teen Program
The Firehouse Art Center’s Youth & Teen programming In addition to regularly offered in-house programs, in the provides intensive visual arts experiences for adolescents last year the Firehouse provided opportunities for local ages 10 to 18. The Youth & Teen program at the Firehouse teens to further develop visual arts skills, exhibit their Art Center includes advanced drawing and painting as work to a public audience, and engage with the local art well as multimedia courses offered during four eight- community. The Firehouse offered two practice auditions week semesters each year, and additionally offers special to students planning to apply and undergo the formal workshop opportunities. These classes are tuition-based, audition process for selection to attend the Oklahoma Art but significant scholarships are provided for teens in Institute’s Summer Arts Institute (OSAI) at Quartz Mountain need. Students attend their art class once or twice a in the Drawing & Painting discipline. Practice auditions were week, for two hours, totaling 16 classroom hours each held on January 11 and 25, 2020. Designed to mimic the semester. All of the FAC’s Youth & Teen classes, in keeping OSAI Drawing & Painting audition, students participated in with the Firehouse’s overarching curriculum guidelines, three still-life drawing sessions followed by group critiques. follow intensive multidisciplinary curricula that foster Drawing sessions functioned exactly like the traditional alternative methods of learning and multiple intelligences Quartz Mountain auditions, wherein students created a in conjunction with visual arts education. Advanced youth single observational still life drawing over a one-hour period. courses are aligned with the FAC’s adult class offerings at $158 per course, with an average of $9.88 per hour for 16 hours of art education.
Childrens Clay Class
Youth & Teen - Quartz Mountain Practice Sessions
4 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES
Arts Learning in Communities: Adults This year, adult classes at the Firehouse were offered in introductory classes. These workshops are $30 each. a range of mediums, including painting, drawing, jewelry, printmaking, fiber, and fused glass, as well as a variety of The FAC also provides art learning opportunities to adults workshop opportunities. Classes were offered six days with varying degrees of cognitive, physical, and learning a week in the months of September through February, disabilities through the Healing Studio program. This visual taking place throughout the day, beginning as early as 9 arts program is intended to nurture and provide an outlet AM and ending as late as 9 PM. for the creative expressions of these individuals at no cost. It is the intent of the program that participants who Adult courses are designed for individuals ages 17 and may feel marginalized or isolated by society will instead up, and focus on developing self expression, building feel acceptance and experience an improved quality of technical skills, and studying art history and master artists, life through their art. Every year, the FAC Gallery hosts an with particular attention given to the individual needs of exhibition featuring work by Healing Studio participants, the students. Students in the FAC’s adult classes come an experience that has become incredibly important from diverse backgrounds and careers, with skill levels for the validation of the students, both as artists and as varying from beginner to professional artist that enhance valued members of society. This is the program’s most each class dynamic, while stimulating creativity and the significant source of community support, providing production of unique works of art. encouragement and recognition to the artists, while experiencing art as a fundamental expression of health The FAC offered a series of seasonal workshops in and diversity. the past year. These 2 hour courses are a taste of the mediums and techniques offered at the FAC, and are In FY 2019-2020, 181 adult students and 177 Healing intended to expand the creative horizons of new students Studio participants received visuals arts instruction at the while highlighting our professional instructors and the Firehouse. Healing Studio met for classes in September educational standards of the FAC. While many of these through February, but classes are currently on hold due workshops were cancelled due to COVID-19 in the past to COVID-19. However, we have shared our new online year, we hope to return them to our quarterly schedule in curriculum with our Healing Studio students so they can the coming year and are looking forward to adding new continue creating art at home until classes can return.
Adult Painting Class Fused Glass Adult Drawing Class
5 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES
Art Education in Schools: Kids Art is Smart In FY 2019-2020, the FAC invested over $21,000 to guidelines. This instruction challenges children to see provide visual arts education to Norman public elementary their curriculum from a different viewpoint and to visually students through the Kids Art is Smart program at Lincoln express their understanding of the classroom material. The Elementary. The program reached all 302 PreK – 5 students program seeks to dramatically improve these students’ at Lincoln Elementary, including the school’s underserved observation skills and their overall educational progress and populations of special needs students, children with performance. developmental disabilities and autism, and students from disadvantaged socioeconomic circumstances, with 57% Last year, instructor Jane Lawson attended monthly of the student body qualifying for the free or reduced curriculum meetings and twice a week faculty meetings to lunch program. Instruction was provided on a consistent work with PreK – 5 teachers to design visual arts lessons basis throughout the school year, supplementing the lack addressing current core curriculum topics. Lawson’s lessons of dedicated visual arts instruction in Norman’s public integrate the Oklahoma Academic Standards for Fine Arts elementary schools, while meeting the educational needs of with the FAC’s own award-winning Creating with the Masters Norman’s schoolchildren. curriculum, which introduces children to the works of master and modern artists, to teach visual art in tandem with their The Kids Art is Smart program began in 2009 through academic coursework. The resulting projects and lessons a partnership between the Norman Arts Council, the are therefore tailored to effectively help students connect FAC, and Norman Public Schools. The program places with their subject matter in alternative ways, while fostering FAC art educators in Norman elementary schools to creativity and critical thinking skills. We are currently in provide comprehensive visual arts education instruction contact with the school and will return to teaching once that connects the students’ current curriculum to the regular activities resume. Oklahoma Academic Standards for Fine Arts: Visual Arts Last year, all 302 Lincoln Elementary School students directly received the benefit of372 hours of art instruction through the Firehouse Art Center’s Kids Art is Smart program.
Instructor Jane Lawson and Students at Lincoln Elementary
6 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES Community Arts Program: Outreach Partnerships
Each year, the Firehouse, in partnership with Norman and arts experiences, while maintaining a strong foundation Oklahoma City metro-area organizations, facilitates free curriculum rooted in the FAC’s Creating with the Masters art activities that encourage creative thinking and visual guidelines and the Oklahoma Academic Standards for arts learning at events across the community. In recent Fine Arts: Visual Arts. The technical skills required for each years, the FAC has strengthened recurring partnerships activity are designed to accommodate individuals of various with the City of Norman’s Outdoor Movie Series and Earth ages, abilities, and learning capacities. Day, the Downtown Norman Fall Festival, the National Weather Center’s National Weather Festival, Norman PTA’s In response to COVID-19 health concerns, the Firehouse Chocolate Festival and Reflections competition, Norman adjusted its community outreach activities to include no- Pride, the Norman Music Festival, and more. As a member contact drawing and sculpting demonstrations rather than agency with Allied Arts, we also participate in events such hands-on activities in the months of March through August. as the Plaza District Festival and the Science Museum The Firehouse offered these demonstrations during the Oklahoma’s Tinkerfest. Through these many partnerships, Oklahoma Visual Arts Coalition’s OK Art Crawl and at the FAC provided visual art experiences to 5,188 individuals multiple locations throughout the Norman community. in the past year. By developing and refining flexible educational visual arts All programming provided by the Firehouse at these events projects that can serve a variety of partnering organizations’ is offered at no cost to participants and incorporates visual needs, the Firehouse will sustain and grow its community arts education, including hands-on creative components. outreach activities in the coming year, enhancing current The projects at each event are rooted in high-level partnerships and seeking opportunities with additional like- visual arts education, encourage creativity and self- minded organizations in the area. expression, and can be modified to provide customized Last year, the Firehouse Art Center partnered with local organizations to provide visual arts experiences at community events for over 5,000 individuals and families.
Junior Achievement Inspire - Nancy O’Brien Center Art Crawl State Wide Event
7 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES
Community Arts Program: FAC Veterans Program
Since 2016, the Firehouse Art Center has facilitated a visual variety of artistic backgrounds, ranging from no experience arts education program for U.S. military veterans living at to professional artists, and have expressed appreciation the Norman Veterans Center. Begun as the Oklahoma Arts for the advanced artistic programming, rather than crafts- & the Military Initiative, a partnership with the Oklahoma based activities. Projects are tailored to the needs of the Arts Council (OAC) and the Oklahoma Department of individual participants, focus on individual self-expression, Veterans Affairs (ODVA), the Firehouse continued its work and serve approximately 75 veterans a month. at the center past the one-year pilot program. The program was recognized by the National Endowment for the Arts The FAC Veterans Program has received state and national (NEA) in 2017 and 2019 with Arts Engagement in American recognition for its innovative approach to providing tailored Communities grants to continue serving the veterans with visual arts activities and engagement for veterans living twice-monthly sessions of high-level arts instruction in at the long-term facility. FAC Executive Director Douglas photography, mixed-media, and sculpture. Shaw Elder has been invited to speak about the program at conferences in Oklahoma, Colorado, and Washington FAC educators conduct instruction with a high level D.C. on the impact and benefits of providing a visual arts of professionalism and focus on providing dignity and program of this nature to veterans. validation to participants. Veterans at the center have a
The FAC Veterans Program received national recognition for its innovative approach to providing tailored visual arts experiences for veterans in a long-term care facility and partnership between organizations to better provide for participants.
Firehouse Board and Staff Celebrating with our Veterans Douglas Shaw Elder Working with a Veteran Painter
8 | NORMAN FIREHOUSE ART CENTER 01. NARRATIVE OF ANNUAL ACTIVITIES
FAC Gallery and Gift Shop
The FAC Gallery and Gift Shop promote awareness and community involvement with the visual arts and provide The gift shop is unique to Norman because it represents visual arts programming that supports local artists. Both high quality fine art pieces at multiple price points, and are free and open to the public six days a week during connects the FAC’s mission of promoting the visual the FAC’s operating hours. Built in 1983, the 690 square arts to members of the local community, and creates foot gallery offers quality arts exhibitions to the public arts patrons. The gift shop only displays original art and presents artwork from emerging, established, local, pieces, primarily from artists who make their living from and out-of-state artists as well as shows highlighting the artwork sales. These artists, 90% of whom are based Firehouse’s educational programs. in Oklahoma, appreciate the ability to be represented in the thriving arts community of Norman, with their The FAC Gallery exhibits professional artists working in work accessible to local shoppers. Through artist and all media, including painting, collage, sculpture, mixed- community feedback, the FAC has determined that its media, fiber, photography, and more. In 2019 - 2020, over hours of operation (open 46 hours a week), ideal location 2,000 people visited and attended gallery receptions for for reaching individuals through the surrounding city Foil Sculpture: 2019 Regional Juried Exhibition, Water and park, and high quality standard for artwork, have led to Land: Katherine Liontas-Warren, the Faculty Exhibition, the additional sales and wages for the artists. The gift shop annual Holiday Gift Gallery, and the 2020 Healing Studio supports the Firehouse’s commitment to promoting local Exhibition. professional artists.
For the past eleven years, the Norman Transcript’s Reader’s Choice Awards have consistently recognized the FAC Gallery as one of the Best Art Exhibit Venues in Norman.
Foil Sculpture: September 2019 Regional Exhibition Holiday Gift Gallery
9 | NORMAN FIREHOUSE ART CENTER 02. Organization Mission Statement & Goals Mission The Norman Firehouse Art Center enriches our community by offering the highest quality visual arts education, experiences and exhibitions.
Goals for 2020 - 2021
Long-term Financial • Become a leading community arts education facility in • Financial Independence the state • Achieve continued financial stability by utilizing a • Promote and expand visual arts education in Norman’s for-profit perspective to approach the FAC’s non- public elementary schools (grades K-5) profit fiscal management • Maintain and refine mission-focused program • Increase in-house revenues through memberships, implementation and administration sponsorships, class tuition, and artwork sales • Maintain and enhance partnerships with other • Ensure all programming shows a positive cash non-profits and arts organizations, and build new flow, which will provide a surplus for reinvestment relationships with non-arts organizations in the organization • Initiate efforts for building improvements that will better • Expand support from members, sponsors, serve the community, support the FAC’s in-house partnerships, and grants programs, and enhance the overall desirability to live, • Obtain additional support for the FAC’s programs for work, and play in Norman. underserved populations, which include community • Advocate for the visual arts in Norman and the outreach, art education in schools, veterans, and Oklahoma City metro area Healing Studio
Operations & Organization Development Education • Hire and train new staff members; facilitate team • Uphold visual arts education standards in all transitions programming by following the Oklahoma Academic • Recruit additional art educators Standards for Fine Arts: Visual Arts guidelines and the • Restructure classes and outreach activities to meet the FAC’s own Creating with the Masters guidelines for needs of the Norman community after COVID-19 curriculum development • Hold two open house events, one for the community • Develop partnerships with groups and organizations and one for area veterans and their families to foster an specializing in Science, Technology, Engineering, and environment of inclusiveness Mathematics (STEM) to create STEAM programs • Produce art education videos to highlight FAC • Build upon the FAC’s outstanding reputation in schools programs (PreK - 5) by continuing art education programs and • Continue developing and expanding online learning partnerships with Norman Public Schools curriculum
10 | NORMAN FIREHOUSE ART CENTER 02. ORGANIZATION MISSION STATEMENT & GOALS
2019 - 2020 Awards & Accomplished Goals
Awards & Recognition Accomplished Goals • Arts Engagement in American Communities grant awarded by the National Endowment for the Arts • Transitioned to an online enrollment system to improve in 2019 for the Firehouse Healing Studio program, and streamline the process of signing up for classes for Veterans Program, and other community outreach Firehouse students partnerships • Developed and launched a new online art learning • Received the AT&T Foundation Grant for expansion of curriculum for ages 5-14, available for free on the FAC’s the FAC Veterans Program website • Recognized at the Department of Veterans Affairs • Recruited and developed visual arts faculty instructors Conference and gave a presentation on the Firehouse • Maintained art education programming in public Veterans Program elementary schools • Norman Transcript Reader’s Choice Awards finalist for • Continued providing the Kids Art is Smart program Best Museum and Best Art Exhibit Venue at Lincoln Elementary, providing over 372 hours of • Consistently voted as one of the best organizations dedicated visual arts instruction to all 302 students in the visual arts by Norman Transcript readers over at the school the past eleven years • Expanded and enhanced partnerships with a multitude of community organizations to provide over 5,000 individuals with visual arts activities and engagements at community events • Participated in and presented at AVA Fest - Austin TX to strengthen alliances for veterans between states '""\\ f.(;' #OKVets '""\\f.(;' #OKVets '""\\f4';" #OKVets lf4~ • Continued to assist the Norman PTA Council with their #OKVets '""\\ f_(;' #OKVets Chocolate Festival fundraiser; plan to continue to assist them as needed in the future
Chandra Boyd and Amber Sharples, Oklahoma Arts Council, Joel Kintsel, Oklahoma Department of Veterans Affairs, Jason Poudrier, Cameron University, and Douglas Shaw Elder, FAC.
11 | NORMAN FIREHOUSE ART CENTER 03. Class Fee Structures
Children’s Classes Adult Classes
• Art After School: • Drawing: $158.00 for 8 weeks/16 hours of lessons $90.00 for 8 weeks/10 hours of visual arts education • Painting: $158.00 for 8 weeks/16 hours of lessons • Children’s Summer Art Program: • Jewelry: $232.00 for 8 weeks/24 hours of lessons $95.00 for 1 week/10 hours of visual arts education OR • Glass: $232.00 for 8 weeks/24 hours of lessons $190.00 for 2 weeks/20 hours of visual arts education • Clay: $158.00 for 8 weeks/16 hours of lessons • (Advanced) Youth & Teen Program: • Fiber: $158.00 for 8 weeks/16 hours of lessons $158.00 for 8 weeks/16 hours of visual arts education Classes may have additional material and/or technical fees. Workshops The Firehouse offers seasonal workshops on a quarterly basis; these afford new and returning students a taste of the mediums and techniques offered in the longer semesters. These workshops are priced at $15 an hour.
Professional level workshops are offered on an occasional basis, featuring both local and national instructors. These workshops are priced at $150 - $375, depending on the number of hours. Older Adults + Adults with Disabilities
Healing Studio is free to participants through scholarships valued at $30 per weekly, two-hour session. The FAC provides up to 12 scholarships a week to older adults and individuals with varying degrees of cognitive, physical, and learning disabilities through the Healing Studio program. The weekly sessions provide a supportive, risk-free environment for the students to experiment with the creative process through self-expression. Scholarships
• 92 scholarships awarded to adults, teens, and children • Executive Director Douglas Shaw Elder determines • Children & Teen Classes: eligibility for each applicant. Award range $75 - $190 / Average $94.42 • Child Scholarship: parents need to provide their child’s • Adult Classes: current free and reduced lunch qualification. Award range $30 - $158 / Average $60.38 • Students who qualify for state assistance (food stamps/ • Healing Studio (adult) has a 12 student capacity per assisted housing) need to provide a letter from the week for 42 weeks each year. The Firehouse offers 470 state or provide a copy of their income tax statement. total scholarships worth an annual value of $15,120.00. Priority for adult student financial assistance is given to participants of the Healing Studio program.
12 | NORMAN FIREHOUSE ART CENTER 04. Number of Participants Art Education Age of Participants • During the Fall 2019 and Winter 2020 semesters, the Firehouse offered classes with approximately 200 • Children’s Classes: 5 - 14 adults, 25 teens, and 100 youth enrollments. • Teen Classes: 13 - 18 • Due to COVID-19, the Firehouse canceled Spring • Adult Classes: 17 and up and Summer semesters, which would have brought in an estimated additional 500 adults, 30 teens, and 200 youth enrollments. • The Firehouse also provided arts education for 302 students at Lincoln Elementary School from September 2019 through February 2020.
Summary of Participants
During the most recent fiscal year, September 1, 2019 to August 31, 2020, Firehouse Art Center programming included:
PROGRAMS ATTENDANCE Kids Art is Smart (Lincoln Elementary) 302 Art Education in Schools 302 total students
Gallery Exhibitions 2,000 Community Events 5,188 (including 3,484 youth participants) Community Arts Programming 7,188 total attendees
FAC Children’s Art Classes 108 FAC Teen Classes 32 FAC Adult Classes 181 Healing Studio 177 FAC Veterans Program 248 Arts Learning in the Community 769 total students
7,957 TOTAL PARTICIPANTS
13 | NORMAN FIREHOUSE ART CENTER 05. Breakdown of Revenues by Category
Grants & Contributions Percent of Budget Individual/Corporate Donations $ 36,795.00 9.96% Investment Income $ 10,026.00 2.71% Other Revenues $ 6,366.00 1.72% Grants/Government Support $ 150,433.00 40.73% In-Kind Donations $ 77,300.00 20.93%
$280,920.00 76.06%
Charged Services Funding Membership Dues $ 10,050.00 2.72% Class Tuition & Material Fees $ 51,355.00 13.90% Gallery and Gift Shop Sales $ 27,016.00 7.31%
$ 369,341.00 100.00%
TOTAL INCOME END OF FY 2020 $ 369,341.00 100.00%
14 | NORMAN FIREHOUSE ART CENTER 06. Revenue Beginning and Ending Fund Balance
Documentation Attached: End of Year Fund Balance 2020
07. Annual Budget
Documentation Attached: FY 2020 - 2021 Budget
15 | NORMAN FIREHOUSE ART CENTER 08. Current Record of Officers
FRED SCHMIDT KENDALL HURLEY Chair, Board of Directors Secretary, Board of Directors
DOUGLAS SHAW ELDER ANTHONY CRICCHIO Executive Director Treasurer, Board of Directors
FAC Board Officers and the Executive Director are authorized to individually sign checks up to $750.00. Checks over $750.00 must have two signatures.
09. Individuals Responsible for Maintaining Books & Records
DOUGLAS SHAW ELDER Executive Director, Firehouse Art Center
SULIA CPA SERVICES Contracted accounting services
16 | NORMAN FIREHOUSE ART CENTER 10. Affirmation of Yearly Tax Returns
Documentation Attached: IRS Form 990 (Fiscal Year 2019 - 2020)
11. Current Board of Directors
CHAIR - FRED SCHMIDT 2304 Regis Court, Norman, OK 73071 | 405-990-5922
SECRETARY - KENDALL HURLEY 4039 Carrington Lane, Norman, OK 73072 | 405-401-9987
TREASURER - ANTHONY CRICCHIO 3840 Ives Way, Norman, OK 73072 | 817-881-6398
JOSHUA HINKLE 421 Finch Street, Norman, OK 73071 | 405-326-5314
TINA IKPA Summit Crossing Parkway, Norman, OK 73071 | 405-642-4270
17 | NORMAN FIREHOUSE ART CENTER Norman Firehouse Art Center, Inc. Statement of Activity (4 yr History) September 2016 - August 2020
Sep 2016 - Sep 2017 - Sep 2018 - Sep 2019 - Aug 2017 Aug 2018 Aug 2019 Aug 2020 Total Revenue 4000 Contributions 0.00 4002 Business/Corp./Fdns/Sponsors 13,997.62 28,148.00 16,500.00 22,267.00 80,912.62 4003 Individuals 2,532.35 3,251.10 3,520.23 4,745.26 14,048.94 4004 Other Contributions 11.07 691.77 1,613.80 1,742.61 4,059.25 4006 Schools 1,000.00 1,000.00 8,040.00 10,040.00 4008 Donor Restricted Contributions 25,000.00 25,000.00 Total 4000 Contributions $ 16,541.04 $ 33,090.87 $ 47,634.03 $ 36,794.87 $ 134,060.81 4100 Investment Income 0.00 4110 Endowment Income 10,013.00 9,866.19 11,682.19 10,025.49 41,586.87 Total 4100 Investment Income $ 10,013.00 $ 9,866.19 $ 11,682.19 $ 10,025.49 $ 41,586.87 4200 Support 0.00 4201 City 60,400.00 60,000.00 60,000.00 60,000.00 240,400.00 4202 State Oklahoma Arts Council 32,490.00 30,865.00 35,866.00 33,736.10 132,957.10 4203 National 8,784.00 1,216.00 6,415.00 16,415.00 4204 Norman Arts Council 29,776.00 38,810.00 32,036.00 21,200.00 121,822.00 4206 Allied Arts-Allocation 9,720.00 13,390.00 14,783.00 16,098.00 53,991.00 4208 Allied Arts-Grants 11,500.00 7,000.00 10,000.00 8,000.00 36,500.00 4209 Other Support 2,677.55 2,250.00 4,983.33 9,910.88 Total 4200 Support $ 143,886.00 $ 161,526.55 $ 156,151.00 $ 150,432.43 $ 611,995.98 4300 Memberships 0.00 4301 Business/Corporations 1,500.00 1,500.00 4302 General Public Members 22,200.00 12,034.40 13,150.00 9,050.00 56,434.40 4303 Board Members 450.00 2,000.00 2,050.00 1,000.00 5,500.00 Total 4300 Memberships $ 24,150.00 $ 14,034.40 $ 15,200.00 $ 10,050.00 $ 63,434.40 4400 Classes 0.00 4401 Materials Income 18,076.80 17,257.50 17,116.00 9,179.25 61,629.55 4402 Registration (deleted) 47,863.95 43,538.88 91,402.83 4403 Tuition 132,406.05 130,847.00 112,223.00 62,093.98 437,570.03 4404 Cancellation Refunds -6,835.00 -5,369.00 -7,617.00 -20,004.97 -39,825.97 4406 Other fees 0.00 929.00 86.00 1,015.00 Total 4400 Classes $ 191,511.80 $ 186,274.38 $ 122,651.00 $ 51,354.26 $ 551,791.44 4500 Sales 0.00 4501 Gallery Sales 200.00 275.00 1,405.00 1,880.00 4503 Gift Shop Sales 26,460.19 25,977.03 24,594.15 27,015.83 104,047.20 4504 Lay-a-way Sales 200.00 336.41 536.41 4505 Misc Retail Sales 10.00 10.00 Total 4500 Sales $ 26,860.19 $ 26,598.44 $ 25,999.15 $ 27,015.83 $ 106,473.61 4600 Special Events Income 0.00 4610 Chocolate Festival-Spec Event 24,709.00 24,709.00 4612 Choc Fest Corp Sponsors 1,120.00 1,120.00 Total 4610 Chocolate Festival-Spec Event $ 25,829.00 $ 0.00 $ 0.00 $ 0.00 $ 25,829.00 Norman Firehouse Art Center, Inc. Statement of Activity (4 yr History) September 2016 - August 2020
Sep 2016 - Sep 2017 - Sep 2018 - Sep 2019 - Aug 2017 Aug 2018 Aug 2019 Aug 2020 Total 4625 Creativity Private Event 250.00 250.00 Total 4600 Special Events Income $ 25,829.00 $ 0.00 $ 250.00 $ 0.00 $ 26,079.00 4700 Clay Fund (deleted) 0.00 4701 Clay Sales (deleted) 2,517.19 1,054.10 3,571.29 4703 Clay Firing (deleted) 195.00 195.00 Total 4700 Clay Fund (deleted) $ 2,517.19 $ 1,249.10 $ 0.00 $ 0.00 $ 3,766.29 4800 Other Revenues 217.94 217.94 4801 Interest Income 3,147.38 3,203.37 3,255.35 2,856.56 12,462.66 4807 Other Misc. Revenue 2,728.51 2,786.40 0.55 0.00 5,515.46 4809 Unrealized Gain/Loss on Invest 5,011.77 3,092.92 -4,914.33 3,509.28 6,699.64 Total 4800 Other Revenues $ 11,105.60 $ 9,082.69 -$ 1,658.43 $ 6,365.84 $ 24,895.70 4850 In-Kind Revenues 77,300.00 77,300.00 77,300.00 77,300.00 309,200.00 Total Revenue $ 529,713.82 $ 519,022.62 $ 455,208.94 $ 369,338.72 $ 1,873,284.10 Gross Profit $ 529,713.82 $ 519,022.62 $ 455,208.94 $ 369,338.72 $ 1,873,284.10 Expenditures 5000 Salary Wages 181,939.66 181,289.70 166,957.16 177,559.32 707,745.84 5100 Payroll Expenses 0.00 5101 Benefits and Vacation 14,605.41 15,029.39 11,977.96 7,008.52 48,621.28 5102 Taxes 14,002.61 13,948.26 12,582.01 13,515.66 54,048.54 Total 5100 Payroll Expenses $ 28,608.02 $ 28,977.65 $ 24,559.97 $ 20,524.18 $ 102,669.82 5300 Professional Services 20.00 20.00 5301 Accounting 10,500.00 12,021.65 27,545.00 23,596.00 73,662.65 5303 Design 3,100.00 4,710.18 7,810.18 5305 Artist Commission 17,958.42 18,119.84 14,976.03 16,867.18 67,921.47 5306 Instructor Fees 97,798.71 93,312.65 60,617.05 31,757.50 283,485.91 5308 Other Professional Fees 6,490.72 4,157.41 3,858.30 2,956.43 17,462.86 5309 Programming Assistants 2,473.25 2,473.25 5310 Misc. Services 5,422.00 2,981.00 3,048.05 593.37 12,044.42 Total 5300 Professional Services $ 138,189.85 $ 130,592.55 $ 113,144.43 $ 82,953.91 $ 464,880.74 5350 Travel 56.00 56.00 5351 Business Meals 946.45 946.45 5352 Room & Board 3,572.56 2,643.07 581.02 6,796.65 5353 Transportation 1,080.45 756.15 773.95 2,610.55 5354 Conferences 1,242.00 670.00 376.96 2,288.96 Total 5350 Travel $ 6,897.46 $ 4,069.22 $ 1,731.93 $ 0.00 $ 12,698.61 5400 Supplies 260.87 0.00 51.37 312.24 5401 Art Materials 8,516.32 9,556.26 10,061.60 4,139.86 32,274.04 5404 Office Supplies 1,813.33 1,664.82 1,856.21 1,146.61 6,480.97 5410 Birthday Party Materials 51.99 104.39 45.65 202.03 5412 Gallery 11.96 -28.23 -16.27 5416 Health & Safety 225.00 1,368.69 1,593.69 Total 5400 Supplies $ 10,642.51 $ 11,562.43 $ 12,014.83 $ 6,626.93 $ 40,846.70 Norman Firehouse Art Center, Inc. Statement of Activity (4 yr History) September 2016 - August 2020
Sep 2016 - Sep 2017 - Sep 2018 - Sep 2019 - Aug 2017 Aug 2018 Aug 2019 Aug 2020 Total 5450 Postage 1,710.11 1,253.99 1,235.46 1,253.25 5,452.81 5500 Occupancy Expenses 0.00 5501 Janitorial 6,090.97 5,261.22 5,730.84 5,058.09 22,141.12 5502 Copier 434.31 314.37 382.49 396.00 1,527.17 5503 Repairs and Maintenance 1,634.05 1,208.51 1,685.39 1,105.49 5,633.44 5505 Telephone 2,944.25 2,649.74 2,743.09 3,187.56 11,524.64 5506 Security System 824.05 833.74 667.70 868.55 3,194.04 5507 Rent 9,565.43 1,124.16 1,110.87 1,155.00 12,955.46 5508 OG&E 2,552.99 2,009.85 1,627.19 2,034.95 8,224.98 5509 ONG 718.66 629.73 580.55 520.22 2,449.16 5510 Utilities 714.72 1,345.49 609.42 515.95 3,185.58 Total 5500 Occupancy Expenses $ 25,479.43 $ 15,376.81 $ 15,137.54 $ 14,841.81 $ 70,835.59 5600 Membership Discounts-Tuition 6,460.00 7,059.65 3,494.00 2,508.00 19,521.65 5601 Member Discount-Gift/Gallery 728.12 321.31 724.53 669.87 2,443.83 5610 Other Member Discounts 15.00 15.00 5630 Other Discounts 6,170.00 6,682.96 3,944.54 3,816.95 20,614.45 5650 Scholarships to Individuals (deleted) 853.00 545.00 0.00 1,398.00 5700 Clay Fund Expenses (deleted) 4,357.43 2,740.44 7,097.87 5900 Printing 10,594.75 5,948.54 2,975.82 2,697.10 22,216.21 6000 Advertising 4,189.49 2,209.51 5,963.04 2,732.13 15,094.17 6001 Marketing 25.00 25.00 6010 Awards and Gifts 1,273.70 435.30 62.78 3,000.00 4,771.78 6015 Entertainment/Recruiting 2,601.23 3,498.95 1,045.47 1,083.06 8,228.71 6017 Entertainment/Food 1,540.05 2,315.86 1,171.93 1,005.92 6,033.76 6020 Bank Service Charges 469.96 9.94 479.90 6021 Credit Card Fees 5,060.64 4,745.10 4,707.22 2,569.15 17,082.11 6030 Insurance 0.00 6032 Liability 8,511.96 9,131.13 9,349.66 9,951.79 36,944.54 6033 Workers' Compensation 3,371.80 3,538.82 1,617.13 1,939.29 10,467.04 Total 6030 Insurance $ 11,883.76 $ 12,669.95 $ 10,966.79 $ 11,891.08 $ 47,411.58 6040 Interest Expense 14.08 24.62 38.70 6150 City/Chamber Events 270.00 1,212.84 260.00 65.00 1,807.84 6200 Special Events Expense 200.00 200.00 6202 Chocolate Festival Expenses 2,277.50 2,277.50 Total 6200 Special Events Expense $ 2,277.50 $ 0.00 $ 0.00 $ 200.00 $ 2,477.50 6210 Dues and Subscriptions 1,888.59 1,212.69 1,757.70 719.00 5,577.98 6220 Equipment Acquisition 1,229.50 552.78 189.94 229.07 2,201.29 6230 Technology 319.00 81.54 54.36 134.17 589.07 6231 Computer Equipment 68.49 218.00 119.60 412.15 818.24 6232 Website & Software Expenses 1,261.44 1,865.88 2,049.87 3,236.92 8,414.11 6233 Digital Cameras & Misc Equip 8.76 8.76 Total 6230 Technology $ 1,648.93 $ 2,165.42 $ 2,223.83 $ 3,792.00 $ 9,830.18 Norman Firehouse Art Center, Inc. Statement of Activity (4 yr History) September 2016 - August 2020
Sep 2016 - Sep 2017 - Sep 2018 - Sep 2019 - Aug 2017 Aug 2018 Aug 2019 Aug 2020 Total 6500 Depreciation 11,892.94 11,148.39 11,115.51 10,128.94 44,285.78 6660 In-Kind Expenses 77,300.00 77,300.00 77,300.00 77,300.00 309,200.00 6700 Miscellaneous Expense 454.58 65.00 505.00 1,024.58 Total Expenditures $ 546,640.29 $ 515,986.60 $ 462,684.42 $ 428,696.67 $ 1,954,007.98 Net Operating Revenue -$ 16,926.47 $ 3,036.02 -$ 7,475.48 -$ 59,357.95 -$ 80,723.88 Net Revenue -$ 16,926.47 $ 3,036.02 -$ 7,475.48 -$ 59,357.95 -$ 80,723.88
Monday, Feb 01, 2021 10:49:53 AM GMT-8 - Accrual Basis Norman Firehouse Art Center, Inc.
FY 2020-2021 BUDGET FIREHOUSE ART CENTER September 2020 - August 2021
TOTAL Revenue 4000 Contributions 4002 Business/Corp./Fdns/Sponsors 12,000.00 4003 Individuals 4,000.00 4004 Other Contributions 56,270.00 Total 4000 Contributions 72,270.00 4100 Investment Income 4110 Endowment Income 10,300.00 Total 4100 Investment Income 10,300.00 4200 Support 4201 City 60,000.00 4202 State Oklahoma Arts Council 29,630.00 4203 National 3,750.00 4204 Norman Arts Council 10,000.00 4206 Allied Arts-Allocation 14,783.00 4208 Allied Arts-Grants 6,000.00 4209 Other Support 18,000.00 Total 4200 Support 142,163.00 4300 Memberships 4302 General Public Members 9,000.00 4303 Board Members 2,750.00 Total 4300 Memberships 11,750.00 4400 Classes 4401 Materials Income 12,000.00 4403 Tuition 75,000.00 4404 Cancellation Refunds -2,500.00 4406 Other fees 1,000.00 Total 4400 Classes 85,500.00 4500 Sales 4501 Gallery Sales 1,400.00 4503 Gift Shop Sales 18,000.00 Total 4500 Sales 19,400.00 4600 Special Events Income 4625 Creativity Private Event 500.00 Total 4600 Special Events Income 500.00 4800 Other Revenues 4801 Interest Income 3,000.00 Total 4800 Other Revenues 3,000.00 4850 In-Kind Revenues 77,300.00 Total Revenue $422,183.00 GROSS PROFIT $422,183.00
Saturday, January 30, 2021 12:33 PM GMT-06:00 1/3 Norman Firehouse Art Center, Inc.
FY 2020-2021 BUDGET FIREHOUSE ART CENTER September 2020 - August 2021
TOTAL Expenditures 5000 Salary Wages 160,000.00 5100 Payroll Expenses 5101 Benefits and Vacation 11,500.00 5102 Taxes 11,250.00 Total 5100 Payroll Expenses 22,750.00 5300 Professional Services 5301 Accounting 21,000.00 5303 Design 5,326.00 5305 Artist Commission 12,610.00 5306 Instructor Fees 32,000.00 5308 Other Professional Fees 3,500.00 5310 Misc. Services 3,000.00 Total 5300 Professional Services 77,436.00 5350 Travel 5353 Transportation 2,000.00 Total 5350 Travel 2,000.00 5400 Supplies 5401 Art Materials 6,900.00 5404 Office Supplies 1,700.00 5412 Gallery 150.00 5416 Health & Safety 1,000.00 Total 5400 Supplies 9,750.00 5450 Postage 1,360.00 5500 Occupancy Expenses 5501 Janitorial 5,900.00 5502 Copier 400.00 5503 Repairs and Maintenance 2,250.00 5505 Telephone 2,800.00 5506 Security System 800.00 5507 Rent 1,100.00 5508 OG&E 1,600.00 5509 ONG 700.00 5510 Utilities 850.00 Total 5500 Occupancy Expenses 16,400.00 5600 Membership Discounts-Tuition 2,000.00 5601 Member Discount-Gift/Gallery 450.00 5630 Other Discounts 3,000.00 5900 Printing 3,800.00 6000 Advertising 3,000.00 6001 Marketing 3,000.00 6010 Awards and Gifts 600.00
Saturday, January 30, 2021 12:33 PM GMT-06:00 2/3 Norman Firehouse Art Center, Inc.
FY 2020-2021 BUDGET FIREHOUSE ART CENTER September 2020 - August 2021
TOTAL 6015 Entertainment/Recruiting 3,000.00 6017 Entertainment/Food 4,000.00 6021 Credit Card Fees 2,500.00 6030 Insurance 6032 Liability 9,500.00 6033 Workers' Compensation 1,900.00 Total 6030 Insurance 11,400.00 6150 City/Chamber Events 200.00 6200 Special Events Expense 1,000.00 6210 Dues and Subscriptions 1,000.00 6220 Equipment Acquisition 3,000.00 6230 Technology 6231 Computer Equipment 2,000.00 6232 Website & Software Expenses 2,500.00 6233 Digital Cameras & Misc Equip 300.00 Total 6230 Technology 4,800.00 6400 Fundraising 600.00 6500 Depreciation 7,737.00 6660 In-Kind Expenses 77,300.00 6700 Miscellaneous Expense 100.00 Total Expenditures $422,183.00 NET OPERATING REVENUE $0.00 NET REVENUE $0.00
Saturday, January 30, 2021 12:33 PM GMT-06:00 3/3 Norman Firehouse Art Center, Inc.
STATEMENT OF FINANCIAL POSITION (4 YEAR HISTORY) FIREHOUSE ART CENTER As of August 31, 2020
SEP 2016 - AUG SEP 2017 - AUG SEP 2018 - AUG SEP 2019 - AUG 2017 2018 2019 2020 ASSETS Current Assets Bank Accounts 1000 Armstrong Bank 335,293.83 309,059.74 318,907.31 329,107.83 1001 Arvest Bank Money Market Acct. 20,108.25 20,173.15 20,382.23 20,465.62 1002 Armstrong (dormant) (deleted) 10.00 10.00 10.00 0.00 1003 PayPal 108.55 1,175.96 2,404.65 1005 First United Acct 20,629.82 20,810.98 20,967.60 21,075.15 1010 Valliance Money Market Acct 20,059.96 20,069.90 20,184.76 20,207.21 1170 Prosperity Bank 34,966.25 34,966.25 34,966.25 34,966.25 1250 Petty Cash Fund 565.38 150.00 150.00 150.00 Total Bank Accounts $431,633.49 $405,348.57 $416,744.11 $428,376.71 Accounts Receivable 1200 Accounts Receivable 0.00 650.00 26.00 327.43 Total Accounts Receivable $0.00 $650.00 $26.00 $327.43 Other Current Assets 1201 Other Receivables 8,880.00 8,880.00 10,290.28 10,025.48 1225 Prepaid Insurance & Other Items 4,017.08 12,547.57 6,304.06 6,529.81 1499 Undeposited Funds 0.00 1,521.63 0.00 0.00 Total Other Current Assets $12,897.08 $22,949.20 $16,594.34 $16,555.29 Total Current Assets $444,530.57 $428,947.77 $433,364.45 $445,259.43 Fixed Assets 1305 Other Property and Equipment 65,463.30 62,683.05 63,184.46 36,742.77 1310 Leasehold Improvements 91,989.94 91,989.94 88,732.75 88,732.75 1315 Memorial Gardens 19,150.21 19,150.21 19,150.21 19,150.21 1350 Accumulated Depreciation -99,078.70 -107,446.84 -115,305.16 -94,983.57 Total Fixed Assets $77,524.75 $66,376.36 $55,762.26 $49,642.16 Other Assets 1400 Investments 0.00 0.00 0.00 0.00 1410 FAC Liability # 323 102,960.13 123,236.23 118,707.22 121,942.59 1445 Madole Arts Education Liability Fund 10,000.00 10,436.82 10,051.48 10,325.39 #1231 1490 Unrealized Gain/Loss on Invest 17,620.00 0.00 0.00 0.00 Total 1400 Investments 130,580.13 133,673.05 128,758.70 132,267.98 Total Other Assets $130,580.13 $133,673.05 $128,758.70 $132,267.98 TOTAL ASSETS $652,635.45 $628,997.18 $617,885.41 $627,169.57
Accrual Basis Saturday, January 30, 2021 12:37 PM GMT-06:00 1/2 Norman Firehouse Art Center, Inc.
STATEMENT OF FINANCIAL POSITION (4 YEAR HISTORY) FIREHOUSE ART CENTER As of August 31, 2020
SEP 2016 - AUG 2017 SEP 2017 - AUG 2018 SEP 2018 - AUG 2019 SEP 2019 - AUG 2020 LIABILITIES AND EQUITY Liabilities Current Liabilities Accounts Payable 2000 Accounts Payable 0.00 505.82 30.19 911.96 Total Accounts Payable $0.00 $505.82 $30.19 $911.96 Credit Cards 2005 VISA Corporate Card 800.69 1,647.66 446.09 Total Credit Cards $0.00 $800.69 $1,647.66 $446.09 Other Current Liabilities 2110 Accrued Artists Commissions 424.78 423.88 257.43 13.00 2112 Accrued Other Liabilities 2,419.62 76.93 0.00 0.00 2113 Loan Payable-PPP Funds 36,200.00 2120 Deferred Tuition & Other 43,699.00 17,999.00 15,482.00 48,790.57 2195 Certificates-Gift 1,770.70 1,990.63 768.43 500.00 2200 Sales Tax Payable 217.74 60.60 35.55 1.75 Total Other Current Liabilities $48,531.84 $20,551.04 $16,543.41 $85,505.32 Total Current Liabilities $48,531.84 $21,857.55 $18,221.26 $86,863.37 Total Liabilities $48,531.84 $21,857.55 $18,221.26 $86,863.37 Equity 3900 Net Assets Without Donor Restriction 621,030.08 604,103.61 607,139.63 574,664.15 3901 Net Assets with Donor Restriction 0.00 0.00 0.00 25,000.00 Net Revenue -16,926.47 3,036.02 -7,475.48 -59,357.95 Total Equity $604,103.61 $607,139.63 $599,664.15 $540,306.20 TOTAL LIABILITIES AND EQUITY $652,635.45 $628,997.18 $617,885.41 $627,169.57
Accrual Basis Saturday, January 30, 2021 12:37 PM GMT-06:00 2/2
Cleveland County Historical Society & The Moore-Lindsay ~...... Historic House Museum I I Annual Report to the City of --THE-- Norman Finance Committee MOOR£-LJNOSAY H ISTORIC HOUSE Compiled January 2021 MUSEUM
1 Contents
Contents ...... 2 2021 Funding Request ...... 3 Organizational Information ...... 4 Mission, Goals, and History ...... 4 Staff ...... 4 Involvement of Board of Directors ...... 4 Use of 2020 Funding ...... 5 Summary ...... 5 Operating Hours and Visitor Numbers ...... 6 Programming...... 7 Financial Information ...... 9 CCHS 2021 Budget ...... 9 Other Income Sources ...... 10 CCHS 2020 End-of-Year Financial Statement ...... 12 Explanation of Accounts ...... 14 2019 IRS Form 990 ...... 15
2 2021 Funding Request
In 1973, the City of Norman asked the Cleveland County Historical Society (CCHS) to oversee the newly established Moore-Lindsay Historic House Museum (MLHHM) at 508 N. Peters. CCHS operates the Museum, which includes the employment of a manager, with a grant from the City of Norman. For fiscal year 2020, CCHS received a grant of $30,870. In 2008, CCHS received $35,000 to operate the museum. Since that time the amount of funding from the City has decreased. From 2015 to the present, the funding has stayed at $30,870. During these last six years, there has been an increase in educational programing, in exhibits, and in displays, all of which have increased museum visitation. CCHS has also seen an increase in material donations to the museum; these donations of artifacts, photographs and manuscripts ultimately will help the MLHHM to present a more thorough and accurate history of Norman and Cleveland County. All new materials to the museum have to be accessed and archived. Currently the museum manager works part-time, 30-hours per week. CCHS would like to see an increase in funding to extend the manager’s hours and/or to hire a part time employee to help with museum programing and accessioning new donations to the historical archives. CCHS appreciates the continued financial support of the City of Norman for the essential task of preserving the city and county’s history and presenting it to the public in an educational and entertaining manner. For fiscal year 2022, CCHS is asking the City of Norman to reinstate the level of funding provided in 2008, restoring the grant to $35,000 a year.
3 Organizational Information
Mission, Goals, and History It is the mission of the Cleveland County Historical Society to “research, preserve, publicize and perpetuate the history and genealogy of Cleveland County, Oklahoma and its people,” and to “assemble and display objects of historical interest and significance.” Goals for the Moore-Lindsay Historic House Museum include preserving and displaying items of interest concerning the history of Cleveland County, stimulating interest in historical study of the county, and disseminating information about this history through education programs, publications, and interpretive exhibits. The MLHHM strives to be a cultural and educational center, preserving and sharing records of the culture, religions, government, and business of Norman and Cleveland County. In 1973, in support of Norman citizens’ efforts to preserve their local history and architecture, the City of Norman purchased the Moore-Lindsay House at 508 N. Peters with the intention of using it to house a historical museum run by the Cleveland County Historical Society. Soon after the purchase, the City allocated funds to renovate the historic house to its original Victorian style, which represents the early settlement and statehood of Oklahoma. Generous donations of artifacts and funds from the citizens of Cleveland County allowed CCHS to decorate each room in the historic house to represent the life of Victorian America at the turn of the twentieth century. CCHS is proud to continue their partnership with the City as guardians of the Moore-Lindsay Historic House Museum.
Staff The Moore-Lindsay House employs one paid staff person, the Museum Manager. This position is currently 30 hours a week with a salary of $21,000 a year. It is the museum manager’s responsibility to create museum exhibits and displays using CCHS’s archive collection, to plan events at the museum that educate visitors about the history of Norman and Cleveland County, to develop educational programming, and to give guided tours of the museum. Additionally, the manager maintains the cleanliness of the historic house, supervises volunteers, and handles the processing and cataloguing of the Cleveland County Historical Society collections. Current Museum Manager Amy Pence holds a Bachelor of Science in Education from the University of Oklahoma. She has experience as a teacher and a librarian, and is passionate about local history. Amy has been at the MLHHM since October 2018.
Involvement of Board of Directors All members of the CCHS Board of Directors pay dues, volunteer their time at MLHHM events, and attend monthly meetings to contribute their ideas and guide programming at the MLHHM. Board members also help with research requests from the community, assist with exhibit and event planning, and provide support for the museum manager.
4 Use of 2020 Funding
Summary City of Norman funds are used to mostly to pay the museum manager, cover the cost of utilities for the building, and to pay the accountant who handles museum payroll and taxes. Having funds to pay for these basic requirements for keeping the museum open to the public frees up funding from other sources to cover the costs associating with providing programming such as exhibits, events, and educational offerings. Other uses of City funds include providing internet service for museum staff to use for research purposes, purchasing a sales permit for the gift shop, paying bank account fees for the account holding the funds, and paying the fee for the yearly City of Norman registration for our alarm system. At this time, it would be impossible to continue operating the MLHHM without this essential funding.
2020 Use of City Funds Payroll & Payroll Tax $21,745.58 Utilities $2,628.76 Accountant Fee $2,400.00 Internet Service $1,229.79 Sales Permit $20.00 Bank Fees $48.00 Alarm Registration Fee $10.00 Total $28,082.13
Amount Remaining $2,787.87
5 Operating Hours and Visitor Numbers The MLHHM is open to the public 11am to noon and 1pm to 4pm Tuesday through Saturday; guided tours are conducted at 11:00 am, 1:00 pm and 3:00 pm, or by appointment, and self-guided tours are also available at any time during operating hours. The MLHHM does not charge admission to visit the museum but suggests a $5 per person donation. In stark contrast to the increase in visitors we have enjoyed over the past several years, 2020 visitor numbers are down. The year began with visitor numbers in January and February which were comparable to the same months in 2019, but of course the shut-down in March changed all of that. In 2020, the museum welcomed approximately 500 visitors. Unfortunately, this is only about 25% of the number of visitors in 2019. It is expected that, once COVID is no longer a concern, visitor numbers will return to previous levels.
Due to the pandemic, the museum was closed from March 28 to May 29. We reopened slowly, first by appointment only, then on an every-other-day basis, and on June 28 we were able to resume our normal operating hours with only guided tours at scheduled times. All in-person events were canceled, rentals were not allowed, no new volunteers were accepted, and our interactive room was closed. At this point, we are now accepting a limited number of volunteers or interns, and are approving rentals and field trips on a case-by-case basis. We have resumed self-guided tours, and we are eagerly awaiting the time when we can safely reopen our interactive room and host in-person events.
Visitor Stats 2018 2019 2020 Month Visitors Visitors Visitors January 27 48 51 February 56 155 100 March 57 191 35 April 81 157 0 May 52 172 2 June 104 90 31 July 182 275 49 August 57 119 26 September 83 297 44 October 246 207 71 November 23 85 11 December 524 468 35 Total 1492 2264 455
6 Programming Of course, programming for the Moore-Lindsay Historic House Museum in 2020 was negatively affected by the COVID-19 pandemic. All-in person events scheduled from March 14 through the end of the year were canceled, and group tours and field trips were disallowed through mid-July. Since the museum was closed for much of the spring exhibit, the decision was made to continue the exhibit through the summer.
In response to the pandemic, staff chose to focus on the museum’s online presence. The Moore-Lindsay House can be found online at www.normanmuseum.org, as well as on Facebook and Instagram. CCHS continues to offer their photo and document archives as a free service available on the MLHHM website, and more items are being uploaded as time allows. The museum website also serves as a resource for those who are interested in submitting a research request. Over the past year, CCHS and the MLHHM have provided historical research information for more than 20 requests. New additions to our digital offerings include a 360-degree virtual tour, several “virtual visit” videos, printable coloring pages, and digital puzzles of photos of the museum and photos from our archive collection.
In all, 2020 in-person programming included five exhibits and displays, two events, and four educational programs (field trips, group tours, children’s camps and workshops, presentations, etc.). All programs hosted by the MLHHM are open to the public. Admission is free, except for workshops and children’s history camps, which cost $5 per child.
2020 Exhibits and Displays: February: Victorian Valentine’s Day Cards Display February-July: Pioneer Photography: The Life and Art of Emma Coleman August-October: Annual Antique Quilts & Handicrafts Show October: Gruesome Griffin Micro-Exhibit November-January: Victorian Christmas Exhibit
2020 Events: February 14: Art Walk Open House, Spring Exhibit Opening October 31: Trick-or-Treating at the Moore-Lindsay
2020 Educational Programs: February 8: Workshop: Making Victorian Valentines March 6: Field Trip for homeschool group July 15: Field Trip for Life Springs Learning Center December 4: Field Trip for homeschool group
2020 Canceled Programs: Summer exhibit Children’s Spring Break History Camp Series
7 Art Walk Open House and Summer Exhibit Opening Mother’s Day Tea Party Mother’s Day Display Children’s Summer History Camp Series National Night Out Art Walk Open House and Fall Exhibit Opening Annual Holiday Open House Several planned field trips
8 Financial Information
CCHS 2021 Budget Projected 2021 Expenses Payroll & Payroll Tax $25,000 Accountant Fees $2,500 Utilities $2,900 Internet Service $1,300 Supplies $3,000 Events and Programming $2,500 Staff Development & Organizational Dues $1,000 Gift Shop Stock $800 Postage & Advertising $500 Website $400 Miscellaneous $1,000 Carpenter's Lace Restoration $3,050 Total Expenses $43,950
9 Other Income Sources In 2020, CCHS income outside of the grant from the City totaled $11,198.45 , approximately 73% of the amount made in 2019. Of this income, $10,539.32 was unrestricted and accessible for CCHS and MLHHM use, while $659.13 was restricted income. Sources of unrestricted income, which covered approximately 28.75% of the year’s expenses, include an Operational Support Grant from the Norman Arts Council, an Oklahoma Heritage Preservation Grant from the Oklahoma Historical Society, individual donations, registration fees for workshops and camps, gift shop sales, sales of CCHS books and royalties on book sales, dues from CCHS members, rentals of the building for weddings or events, and interest from CCHS’s OKC Community Foundation Fund account. Restricted income consists of interest from a short-term CD investment that is rolled into the CD. In an effort to raise income in 2019, CCHS implemented a fee for photographers who wish to use the Historic House as a set for photo shoots, and the MLHHM has begun offering a paid birthday party package for those who wish to celebrate with a Victorian Tea Party at the museum. Registration fees for history camps, workshops, and tea parties are generally a large source of MLHHM income. CCHS and the museum manager continue to attempt to improve these existing income streams, as well as searching out new sources of funding. In 2020, a grant application was filed with the Oklahoma Historical Society for $7000 to fund the purchase and installation of various archival storage equipment and environmental monitors and safeguards, which will help protect the museum’s contents for years to come. This grant was awarded to CCHS on January 28, 2021. Additional grant options are being explored, staff is planning to expand the museum’s workshop and camp offerings post- COVID, and a new CCHS-authored book on Norman history will be published in 2021, all of which are expected to increase income for the museum.
10 2020 Additional Income % of Total Source Income Expenses Covered Unrestricted Income Norman Arts Council Grant $4,995.00 13.63% Donations $1,190.27 3.25% Gift Shop, Book Sales, Membership Dues $947.22 2.58% Rentals, Photographer Fees, & Birthday Parties $100.00 0.27% Camp, Workshop, & Tea Party Enrollment Fees $55.00 0.15% OKC Community Foundation Fund Interest $1,087.00 2.97% Book Royalties $88.40 0.24% Oklahoma Historical Society Grant $2,054.50 5.60% Interest from Bank Accounts $21.93 0.06% Total Unrestricted Income $10,539.32 28.75%
Restricted Income: Interest on CD $659.13 n/a Total Restricted Income $659.13 n/a
Total Income $11,198.45
CCHS 2020 income, outside of the grant from the City of Norman, covered approximately 28.75% of the year’s expenses. The grant from the City covered the other 71.25%.
11 CCHS 2020 End-of-Year Financial Statement
2020 Income Unrestricted Income City of Norman Grant Funds $30,870.00 Norman Arts Council Grant $4,995.00 Donations $1,190.27 Gift Shop, Book Sales, Membership Dues $947.22 Rentals, Photographer Fees, & Birthday Parties $100.00 Camp, Workshop, & Tea Party Enrollment Fees $55.00 OKC Community Foundation Fund Interest $1,087.00 Book Royalties $88.40 Oklahoma Historical Society Grant $2,054.50 Interest from Bank Accounts $21.93 Total Unrestricted Income $41,409.32
Restricted Income Interest on CD $659.13 Total Restricted Income $659.13
Total Income $42,068.45
2020 Expenses Payroll & Payroll Tax $21,745.58 Accountant Fees $2,400.00 Banking, PayPal, Stripe, & Square Fees $80.21 Utilities $2,628.76 Internet Service $1,229.79 Supplies $4,349.91 Events and Programming $266.61 Staff Development & Organizational Dues $504.00 Gift Shop Stock $315.29 Postage & Advertising $223.38 Website $524.80 Miscellaneous $2,391.98 Total Expenses $36,660.31
Unrestricted Income v. Expenses, Budget Shortfall or Overage: +$5,408.14 statement continued on next page
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2020 End of Year Account Balances Unrestricted Assets City of Norman Grant Fund $21,893.79 CCHS Operating Fund $11,573.66 NAC Grant Fund $6,621.12 Restoration Fund $3,218.68 CCHS Books Account $6,514.88 PayPal $29.04 Total Unrestricted Assets $43,336.29
Restricted Assets Carpenter’s Lace Restoration Fund $3,050.00 CD $38,091.90 OKC Community Foundation Fund $20,000.00 Total Restricted Assets $61,141.90
Total Assets $104,478.19
13 Explanation of Accounts CCHS maintains several accounts for the operation of the historical Society and the MLHHM. These accounts and their uses are as follows:
City of Norman Grant Fund: This account holds only funds received from the City of Norman. It is used to pay staff salary, payroll taxes, museum utilities, accountant fees, and other expenses as outlined in the above section, “Use of 2020 Funding” CCHS Operating Fund: Holds CCHS funds. Used for CCHS expenses, including the purchase and upkeep of furnishings and artifacts to be displayed in the museum, to research the history of Norman and Cleveland County, and for various costs associated with the operation of the MLHHM. NAC Grant Fund: Holds only the funds awarded by the Norman Arts Council grant program. Used for programming, events, supplies, advertising, and many of the other costs associated with operating the MLHHM. Restoration Fund: This account was originally formed to hold the interest from the Oklahoma City Community Fund. Used for the restoration of artifacts in the CCHS/MLHHM collection. CCHS Books Account: Holds royalties received from the sale of CCHS books. Used to cover the costs associated with the preparation of CCHS books on the history of Norman (such as past publications Norman, 1889-1948 and Norman’s Navy Years, 1942-1959). PayPal: Used to make online supply purchases for the MLHHM and to receive funds from book purchases, workshop/camp registrations, and membership purchases or renewals made via the MLHHM’s website. Carpenter’s Lace Restoration Fund: Holds funds donated by the community to support the MLHHM’s Carpenter’s Lace Restoration Project. Funds can only be used to cover costs incurred by this project. CD: Initial investment came from the CCHS Operating Fund. These funds are currently not available to be withdrawn for CCHS or MLHHM use. OKC Community Foundation Fund: An investment of $10,000 of CCHS funds, matched by $10,000 from OCCF. The balance of this account is not available to be withdrawn for CCHS or MLHHM use, but the yearly interest is deposited into the CCHS Operating Fund.
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The Sooner Theatre of Norman, Inc. Annual Report FY 2019-2020 LOOKING BACK, PLANNING AHEAD This report highlights our most recent completed Fiscal Year, beginning July 1, 2019 and ending June 30, 2020. As everyone is well aware, the last quarter of this fiscal year, as well as likely much, if not all of next fiscal year, will look quite different. We will discuss our policies, guidelines and practices, as well as how we have been and will continue to safely return to programming in our presentation to the council.
THE NUMBERS TELL THE STORY Each year, the City of Norman invests $65,274 in funding for salaries at The Sooner Theatre. This amount represented 7% of our total budget in FY ‘20, which was $928,077, and 27% of our contributed income, which for FY 2020 was $242,784.
We are incredibly grateful to the City of Norman for the municipal funding, and want you to know how proud we are to be stewards of this beautiful building.
9428 audience members attended Sooner Theatre events in person during FY ‘20, and spent, on average, $44.21 per person in our community, with an economic impact of $416,812. That number does not include audiences who viewed Sooner Theatre programs online or through our social media channels, which was estimated at 15,343. In addition, parents of the hundreds of students enrolled at The Studio of The Sooner Theatre contribute to Norman revenue by purchasing dance clothes, dance shoes, makeup, hair and wig products and anything else needed, as well as by frequenting restaurants and coffee shops in downtown Norman each week while they wait for students. And, the theatre purchases lumber, fabric and supplies locally to build every set and costume for every show. We also saw 773 enrolled in camps and classes at The Studio of The Sooner Theatre (down 20% due to COVID), and $48,861 given back in scholarships for tuition to 201 students who could otherwise not afford to participate.
According to the Norman Economic Development Coalition, the input from our salary base and contracted instructors, shows an economic impact of nearly $2,000,000.00 in the community annually. We are so proud of the impact we make on the Norman community and on communities surrounding Norman. And, we are extremely grateful for community leaders who understand the impact the arts have on our community! THE SOONER THEATRE OF NORMAN The Sooner Theatre is listed on the National Registry of Historic Places and is truly a Norman landmark. The theater building is owned by the City of Norman and the Board and Staff of The Sooner Theatre of Norman Inc., are proud “stewards” of the management and activities of the facility, and have made significant investments of time, effort and resources to assure the survival of The Sooner - Norman’s Premier Performing Arts Venue and Academy. OUR MISSION The mission of The Sooner Theatre is to change lives, offer diverse perspectives and create a cultural connection to the community through the performing arts and arts education. OUR VISION STATEMENT Our vision is to create a space for instilling creativity and passion for the arts, provide a place for students to find their voices, promote inclusion and healing through the arts and elevate the quality of life by providing diverse performing arts opportunities for all ages in our community.
OUR FUNCTION STATEMENTS PRESENT quality theatrical productions PROVIDE quality performing arts instruction for students ages 3-18 PROVIDE a quality venue for the presentation of cultural, artistic, educational and community development activities that improve the quality of life for our citizens and to SERVE as an historic anchor for the development of partnerships with other arts and business entities to create a revitalized, downtown arts district for Norman.
DIVERSITY MATTERS The Sooner Theatre strives to provide programming that is diverse in all aspects. We actively seek ethnic diversity in casting our productions and selecting concert artists. We are color conscious in all casting decisions, insuring we are making as diverse decisions as possible while keeping with the intent of the writer and the story we are telling. We welcome ideas in increasing the number of diverse artists, students and audience members in all we pursue. We also work with groups whose clients may be from under-served populations, including the United Way, Transition House, Norman Public Schools and others. We send information on programming and scholarships to all public elementary schools for distribution to all families in the Norman Public Schools. Theatre doesn’t work if we cannot tell stories with ALL types of people and characters to and for ALL people. THE SOONER THEATRE BOARD OF DIRECTORS President, Meg Newville, Community Volunteer Mark Ledbetter, Armstrong Bank Vice President, Lindsay Hawkins, OU K-20 Center Karen McIntosh-Telford, Don Cies Treasurer, Matt Robinson, First Fidelity Bank LeAnne Pence, Hey Day Family Fun Center Secretary, Beth Muckala, City of Norman Asst City Attorney Beth Pepper, Eide Bailly Accounting Past President, Vicki Worster, Total Compliance Shannon Roth, Victoria’s The Pasta Shop Megan Benn, Cooperative Council for Oklahoma School Admin Amanda Ward, Norman Pediatric Dentistry
Advisory Members Jud Foster, City of Norman Chuck Thompson, Armstrong Bank Tom Cooper, First United Bank Jerry Hargis, Theatre Consultant
SOONER THEATRE STAFF Jennifer Heavner Baker, Executive Director Darrell Ferguson, Construction Manager Nicki Kraisky, Business Manager (part-time) Tish Willis, Studio Manager Anthony Wilkinson, Production Manager Brandon Adams, House Operations Manager Nancy Coggins, PR & Development Director
STAFFING Our mission, function and program direction have, each year, been approved by the City administration, and Municipal money has been provided for The Sooner to have a firm “base” for staffing the facility, and on which to build its activities. According to Theatre Facts, A Report on Practices and Performances in the American Nonprofit Theatre, a typical theatre our size, with a similar County population, and the same amount of programming will have 10 full time employees. Our current staff manages both The Sooner Theatre and The Studio of The Sooner Theatre with 5 full-time and 2 part-time employees. We also utilize the Federal Work Study program at OU, when the opportunity arises. The Sooner Theatre utilizes contract labor for teachers, directors, choreographers, music directors, musicians and accompanists. The Sooner Theatre provides benefits to our employees through Blue Cross Blue Shield of Oklahoma. As you know, the turnover rate in the “nonprofit world” has always been high, and even higher in the “theatre world", so offering benefits to our employees is an incredible feat for our organization. For fiscal year 2019-2020, we paid $21,967 in employee benefits (healthcare only), a 3% decrease over the previous fiscal year. USE OF PAST CITY OF NORMAN FUNDING Salaries 2003/2004 $86,847.27 Salaries 2012-2013 $168,832.83 Salaries 2004/2005 $94,534.36 Salaries 2013-2014 $197,617.35 Salaries 2005/2006 $108,541.76 Salaries 2014-2015 $197,425.55 Salaries 2006/2007 $141,000.00 Salaries 2015-2016 $195,934.77 Salaries 2007-2008 $146,473.00 Salaries 2016-2017 $205,467.27 Salaries 2008-2009 $187,202.00 Salaries 2017-2018 $235,314.47 Salaries 2009-2010 $184,516.00 Salaries 2018-2019 $243,693.22 Salaries 2010-2011 $190,950.00 Salaries 2019-2020 $254,486.07 Salaries 2011-2012 $194,600.00 The Municipal money we receive in the amount of $65,274 was approximately 25.6% of our payroll expenses (FY 2020), a 5.1% decrease over last fiscal year. Because we receive this money from the City of Norman, we are able to allocate other funding in our budget to programming that supports underserved populations in our community, including scholarships provided to students who otherwise would be unable to participate in performing arts programs due to cost, training instructors to provide specialized instruction for special needs students, and to participate in partnerships like “Trauma Drama” which helps empower and heal students in our community who have experienced chronic or extreme trauma in their lives through theater and improv exercises. We launched this pilot program in FY ’19 in partnership with the Center for Family and Children, The University of Oklahoma’s School of Social Work and the Norman Public Schools. This year, we were able to serve students at Norman High School through the program. After we make it through the Pandemic, the plan is to expand that program to Norman North High School and Dimensions Academy as well. The Sooner Theatre’s earned revenue includes tickets to productions and concerts, tuition for classes at our Studio, as well as rentals and concession sales. Percentage of total budget ($928,007) from ticketing was 18.3%, tuition revenue is 42.4%, rentals and concessions is 5 %, contributed revenue donations/fundraisers is 26.2% of our total budget. According to the Norman Economic Development Coalition, the input from our salary base and contracted instructors, shows an economic impact of nearly $2,000,000.00 in the community. THEATRE ACTIVITY Our programs serve quality of life needs in the areas of culture, education, theatre and music for an increasing number of citizens.
Our product tells what we stand for, what we want to offer the community and how well we know our business. At The Sooner Theatre, we host professional artists to first-timers and foster performers from 3 years old on up. Our presentations reflect our mission, our image and ultimately, they determine our survival. We embrace the fact that we are not just “Community Theatre” but “Theatre for the Community”. Nearly 10,000 people walked through our doors last year and we were able to track ticket sales to 135 Oklahoma zip codes and 58 out-of-state! We hope you agree that The Sooner Theatre grants a major return for City’s investment.
In 2002, our Board of Directors approved a programming portfolio consisting of seven initiatives.
1. THE MAIN EVENT SERIES is The Sooner Theatre’s concert series. 2019-2020 Season: Linda Davis Current Season: No Concerts Planned (COVID)
Tickets to Main Event concert series shows are based on artist fees and other expenses. Tickets for the FY ‘19 concert ranged from $20-$25.
2. SOONER STAGE PRESENTS is The Sooner Theatre’s self- produced theatrical series. 2019-2020 Season: Sister Act, Elf The Musical, The 25th Annual Putnam County Spelling Bee - Cancelled due to COVID pandemic Current Season: Annie (abbreviated season due to COVID) Tickets to Sooner Stage Presents Theatrical productions range from $12.50-$35 dependent on discounts.
3. THE STUDIO OF THE SOONER THEATRE is The Sooner Theatre's performing arts academy. The Sooner Theatre’s Theatre Arts Education program impacts hundreds of children ages 3-18 each year by providing outstanding performing arts education in a warm and welcoming environment. Year-round classes follow the Norman Public Schools schedule. Fall classes begin in September and offer cumulative learning concluding in April. Summer camps are held in June and July.
The Sooner Theatre’s education program began in 2003 with one summer camp production that served 30 children. Our total enrollment now exceeds 773 (down 20% due to COVID) from across the metro area. The program has evolved into year-round performing arts school with training in the areas of musical theatre, acting, improv, voice, and dance, as well as troupes that perform at various events throughout the community. We offer classes in musical theatre, acting, improv, magic, ballet/jazz, tap, hip-hop, private voice instruction, audition coaching and much more! We also make it a point to bring in experts in our industry to present Master Classes to our students, and have hosted Broadway performers, National Tour performers, TV personalities, Broadway casting directors, and many others. When we re-opened for the last month of FY’20, we held a virtual summer camp as our first summer camp session.
Studio students have been seen in many regional productions, including the OKC Philharmonic’s The Christmas Show, OU productions, singing for the Thunder, Texas Motor Speedway, in many commercials and films and on hit Nickelodeon and Netflix series! Sooner Theatre students were also chosen as the munchkins in the National Tour of The Wizard of Oz, Winthrop in The Music Man in Concert with Shirley Jones, and Studio students were featured in a walk-on role in the Broadway tour of both Camelot and Waitress.
In January of FY’20, Studio of The Sooner Theatre students attended the Junior Theatre Festival in Atlanta for the sixth year, where our students were adjudicated and attended workshops with 6500 theatre students from across the country. Out of the 127 groups who brought a selection from a Broadway JR show to be adjudicated, The Sooner Theatre was one of just 9 selected to perform a song from their selection on the main stage in front of all 6500 attendees from the United States, United Kingdom, China, New Zealand and Australia! One of their adjudicators stated, "There must be some 'secret sauce' at that theater in Norman, Oklahoma, we hope you share it with everyone!" They were impressed with all aspects of our students' performance, from skill level, to acting abilities to choreography and so much more! BEYOND THE STAGE There is no question that the productions of The Sooner Theatre are magical. The lights, the sound, the costumes, the sets and the talent we are lucky enough to work with - both community theatre and our youth educational productions. But, you might not be aware of all the things that happen Beyond The Stage.
Scholarships Last fiscal year, The Studio of The Sooner Theatre gave $48,861 in scholarships to students who could otherwise not afford to participate in performing arts classes and camps. This includes awardees of the Laurie McReynalds Memorial Scholarship, which we award by working with local non-profits, counselors and principals at Norman Public Schools elementary schools. This scholarship is awarded to a student from a diverse or underserved background chosen because of either their need for assistance, potential talent or passion for the arts, or because the student could use some help finding his or her voice.
Special Needs Classes We are excited to offer classes for special needs students. Our Be My Buddy class pairs elementary-age students with a student from The Studio’s ambassador performance troupes to learn songs and dances. We also have a class whose name says it all - Fabulous Friday! This group of teens and adults with Down syndrome will change your outlook on life. They are the most joyful, excited group of people you will ever meet. And, they can DANCE! Due to the high-risk population we serve through our special needs programs, only our Fabulous Friday class is being offered this year, and it is being taught virtually.
Trauma Drama We partnered with the Center for Children and Families, the University of Oklahoma’s Anne and Henry Zarrow School of Social Work and Norman Public Schools on a program called Trauma Drama. This program is designed to work specifically with students who have experienced major or chronic trauma. As part of a student troupe, these kids work through their trauma using theatre activities, improv and more. In FY’20, we were able to serve students at Norman High School through the program. When we get past the pandemic, the plan is to expand that program to Norman North High School and Dimensions Academy as well. We cannot wait to grow the program with our incredible partners!
Tuition for Studio camps and classes ranges from $125 for a one-week summer camp to $550 for a school year production class. We give back approx. 20% of our annual tuition revenue in scholarships. For fiscal year 2020, total tuition revenue was $393,452 and scholarships given totaled $48,861, which funded 201 instances of tuition and/or fees over the last year.
4. SPECIAL EVENTS The Sooner Theatre hosts an annual Murder Mystery Dinner Fundraiser, which raised a total of $25,775 towards programming last year.
Our newest fundraising event to support The Sooner Theatre and Studio of The Sooner Theatre, The Voice Of The Heartland has been a very successful event that has raised more than $381,662 for our Studio Capital Campaign and programs.
5. RENTAL ACTIVITIES Community organizations and individuals have the opportunity to rent the theatre for their activities, meetings or performances. Our rental revenue for 2019-2020 was $29,327.
Rental rates are approximately $800-$1000 per day for use of the theatre. We also rent the Studio event space for $300-$1200 per day.
Example of community rentals • Antioch Community Church • Hispanic Flamenco Ballet • Rocky Horror Picture Show • Julia’s Academy of International Dance • Norman Chamber of Commerce • Various Weddings & Engagements • Pageants • Norman Music Festival • Various Dance Recitals • Transition House’s June Bug Jam • Norman Police Academy • Norman Film Festival 6. SOONER CINEMA is The Sooner Theatre’s film and video offerings.
We do not offer a film series at this time, but host several events each year that do show films, including Norman Music Festival, Norman Film Festival, Moore-Norman Technology Center’s Red Carpet Film Festival and Earth Rebirth Film Festival (when there is no pandemic).
7. OUTREACH AND DEVELOPMENT is our program designed to "give back". In addition to our programming, The Sooner is deeply rooted in the community.
Our Outreach and Development includes: Partnering with United Way’s Celebrity Sing, Citizen’s Advisory Council, Norman Convention and Visitors Bureau, The Norman Public School’s Gifted Council and the Norman Arts Council. We are represented at the Norman Downtowner’s Association, Norman Arts Council’s Roundtable, Norman Rotary, the United Way Cabinet, Assistance League, Norman Public Schools PTA and several other organizations.
Our Studio Ambassador Performance Troupes made up of 3rd-12th grade students also perform regularly in the community. These troupes and soloists have performed for thousands of audience members at various events to include: The Norman Music Festival, The Rodeo Opry, The OKC Thunder, OKC Arts Council’s Opening Night, OKC Festival of the Arts, The State Fair of Oklahoma, Holiday Open Houses for the Norman Assistance League, Public School assemblies, Devon Arts Day, the 2009 Mayor’s Convention, NAC Arts Explosion, The OKC Philharmonic, Allied Arts, The 100th Anniversary of the Depot, Norman Music Festival, Kids for Kids Sake, Earth Day, Texas Motor Speedway, the Andy Roddick Tennis Exposition, Norman’s Centennial Follies, Lyric Theatre, Jewel Box Theatre, University of Central Oklahoma, OMEA All State Chorus, Oklahoma City’s Centennial Parade, Norman Christmas Parade, Norman Public Schools, Oklahoma Summer Arts Institute, Norman Chamber of Commerce, May Fair, June Bug Jam, The Chocolate Festival, OEC’s Annual Meeting and many more! We also participate as in-kind donors for community events to include: • Assistance League • Oklahoma Statewide Independent • Community After School Program Living Council • Norman Arts Council • Cleveland County Family YMCA • Toby Keith Foundation • Travelers Aid and Homeless • Le Tour de Vin Assistance Center • United Way of Norman • Norman Public Schools • Meals on Wheels • Norman Chamber of Commerce • Among Friends ...an Activity Center • Meals on Wheels for Adults with Special Needs • United Ministries • Travelers Aid & Homeless Assistance Center • University of Oklahoma • Norman Regional Hospital • Oklahoma Youth Orchestra • Blanchard, Purcell, Lexington, Washington • Big Brothers Big Sisters and other Public School Systems • Cleveland County CASA As you can see from this list, the programming portfolio is ambitious. It is designed to provide more activities, for more groups and therefore, more audiences. This is a way to maximize Theatre appeal by a broader portion of our community, and to hopefully ensure long term fiscal return.
AWARDS AND HONORS • The Sooner Theatre is one of three Norman arts organizations who were asked to join Allied Arts as member agencies. • The Sooner Theatre was the first (and only, so far) arts organization to have been awarded the Norman Rotary Clubs’ Le Tour De Vin and the Impact Oklahoma grants funding capital projects. • In August 2020, The Sooner Theatre was named as the Oklahoma Center for Non-profits’ ONE Award winner for Arts and Humanities. OTHER SOURCES OF INCOME In addition to the Municipal money our other sources of income are from our annual Murder Mystery and Voice Of The Heartland Fundraisers, Corporate Sponsorships, Business and personal donations, program advertising, grants from foundations and other granting organizations, ticket revenues from concerts and performances, tuition revenue from our camps and classes and rental fees, both at the theatre and Studio. All of these funding efforts helped our 2019-2020 operating budget of $928,007.
Total earned revenue for FY 2020 was $650,221, which accounts for 70% of our budget. Contributed income makes up the remaining 30% of the budget.
“What we put on the stage is not only what the public sees – it is what we are.” -Thomas Wolf Thank you for all you do to support the programs, productions, concerts and events of The Sooner Theatre!
We are very fortunate to live in a community who understands the value and the impact of the arts on its citizens.
We could not do what we do without you!
Contract #K-1314-33 (not to exceed $14,500) With Aging Services Inc. for the Operation of the Kiwanis Kruiser Transportation Program for Senior Adults and Adults with Disabilities
FY21 ANNUAL REPORT as of 01/31/2021 Aging Services Inc./ASI appreciates the support from the City of Norman for the operation of the Kiwanis Kruiser Transportation Program for senior adults and adults with disabilities. For many years, the support from the City of Norman which covers gasoline and repair expenses has been an integral component of the ASI transportation program.
Aging Services Inc. tracks the number of one way rides and the number of unduplicated individuals served by the Kiwanis Kruiser Transportation Program. ASI then tracks the number of senior adults served separately from the number of individuals with disabilities who are provided rides by this service.
• From 07/01/20 through12/31/20 (FY21 Year-to Date), the Kiwanis Kruiser provided a total of 240 one way rides to a pool of 120 senior adults and 0 adults with disabilities.
• From 07/01/19 through 6/30/20 (FY20 Year End), the Kiwanis Kruiser provided a total of 2,002 one way rides to a pool of 997 senior adults and 27 adults with disabilities.
• From 07/01/18 through 06/30/19 (FY19 Year End), the Kiwanis Kruiser provided a total of 2,326 one-way rides to a pool from 1177 senior adults and 36 adults with disabilities.
The arrival of the pandemic has caused our transportation numbers to be a lot lower especially during the first 6 months of this year. People are still riding but our Covid -19 protocol states we can only use every other seat on the bus. Seniors are also staying home to be safe. There are more opportunities to have meal delivery and medical appointments in-home instead of in-office so a ride at this time A 2007 Star craft Alllstar bus was used to provide these services. The bus was acquired through the federally funded 5310 program which was administered by OKDHS. The program is now administered by OODOT’s Office of Mobility and Public Transit Division. Aging Services, Inc. filled out an application for a new 12-passenger vehicle under the Federal Transit Administration Section 5310 program on September 23, 2020. On January 19, 2021, ASI received a letter that they have been approved for this vehicle and that the Transit Division of ODOT was in the process of programming the funds and will be sending out agreements in the coming weeks. When we receive our new 5310 vehicle, we will of course let the City of Norman know. Hopefully, this new vehicle will be much more energy efficient and need very little repair, if any.
The federal Transit Administration has been sending us PPE to install in our old bus. We have plastic sheeting around the bus driver, as well as an installed air infiltration system, masks, gloves, and sanitizers. The new vehicle will come equipped with all of these PPE items installed. The 2007 Star craft Allstar will be kept to start a new ASI rural bus route.
The Norman Chapter of the Kiwanis Club has provided not only a monthly stipend to support this service; but is going to match the funds for the new 5310 bus and the new vehicle will also become the Kiwanis Kruiser. The new vehicle will carry twelve passengers and is equipped with a wheelchair lift. The Kiwanis Kruiser vehicle has been driven a total of 5,042 miles to provide this service as of 12/31/20.
The Kiwanis Kruiser is available to provide rides to all persons age 60 and over and adults with disabilities at least 18 years of age. Rides are provided on a first come, first served basis Monday through Friday from 8:30am until 4:00 pm. Rides for medical appointments may be reserved one week in advance. All other rides can be scheduled two days in advance. There is no fixed route and the service is provided on a demand response system. The service perimeters are as follows:
• North to Tecumseh Road • South to Cedar Lane • East to 36th Street • West to 48th Street
Aging Services, Inc. is going to be looking at new service perimeters this year. We make regular runs to the Norman Regional Health Complex. Because of this we are now covering more miles than we previously did. As Norman grows, we want to make sure that our service perimeters change with that growth. Once the new service perimeters are set, the City of Norman will be notified.
To make an appointment for a ride, riders call the ASI office. Riders are asked to provide their name, address, phone number and the address of their destination to book their reservation. Wednesdays are reserved for Wal-Mart shopping only. Individuals from all over the service area as well as groups from apartment complexes such as Senior Cottages, Savannah House–East, Savannah House-West, Rose Rock Villa and Northcliff Gardens utilize this service.
Areawide Aging Agency is the primary funder of our transportation program via an Older Americans Act/Title III Grant. Aging Services Inc. has been awarded this grant for over 40 years. For FY21, the budget for the transportation program is $46,301.00 and at this time, it is hoped that the award for FY22 will remain at approximately the same level of funding. The transportation program is also supported by the Kiwanis Club of Norman who has been providing a $200 per month donation to the ASI program. Rider donations also help to fund the program. Rides are provided on a donation basis with a suggested donation for a one- way ride of $1.25. No one is denied a ride whether or not a donation is made because it is a stipulation of the Older Americans Act/Title III grant. During the first six months of this fiscal
year, the Kiwanis Club and the Kruiser riders donated a total of $1,330.66- for the rides that were provided. These donations covered 3% of the cost to operate this service during FY20 year-to-date. It should be noted that the overwhelming majority of Kiwanis Kruiser riders are living on a fixed income and at least 65% of riders are at or below the federal poverty guidelines given their monthly income level.
ASI provided Kiwanis Kruiser riders with a Satisfaction Survey in April of 2020. The majority of the riders who responded to the survey questions reported the following: • Most riders are females who still live in their own home. • Most riders are at least 60 years of age or older. • Most riders feel the Kiwanis Kruiser Transportation Service is very important. • Most riders stated that the driver was polite and helpful. • Most riders stated that the service helps them get out of the house more often and enhances their ability to continue to live independently and less lonely lives. • Most riders felt that the service was excellent. • The most frequently requested rides were for medical appointments and grocery shopping opportunities.
ASI holds a contract with OK Department of Human Services to provide ADvantage Case Management Services. ASI also holds a contract to provide ADvantage Meals in Cleveland County. Income from these contracts is used to make up the difference between the budget and actual expenses, but these funds are also needed to help with expenses of other programs and services provided. Therefore, the Aging Services Inc. Board of Directors has been working to develop new fund raising efforts to help fund our much needed programs and services for senior adults in our community. Currently, the Board of Directors is conducting a year end fund raising campaign to benefit our programs and services. Because of the pandemic, we held an on-line auction this year in December along with our Annual Fund Drive. We have raised $4,053 to date. We continue to explore other fund raising ideas that will begin in 2021.
We have been incredibly thankful for the contract that we have had with the City of Norman this year. They have fixed so much on our “carry over” vehicle that it almost is like a new vehicle. Aging Services Inc. respectfully requests consideration of a continuation of this contract at the rate not to exceed $14,500 for FY21/22. It is hoped that the City will find that the service is of great enough importance to continue the funding to cover our gasoline and normal repair expenses. Aging Services Inc. appreciates the support of the City of Norman in this endeavor.
Respectfully submitted,
Tammy C. Vaughn Executive Director 9:58 AM Aging Services, Inc.
02/01/21 Profit & Loss Budget vs. Actual Accrual Basis July 2019 through June 2020
Jul '19 • Jun 20 Budget $ Over Budget % of Budget
Ordinary Income/Expense Income 4 · Contributed support• Main Acct 4010 · Participant Contributions 86,703.16 88,285.00 -1,581.84 98.2% 4230 · Local Grants • Main Acct 4238 · EFSP/Norman New Meals 0.00 0.00 0.00 0.0% 4237 · Emergency Food and Shelter Gran 0.00 0.00 0.00 0.0% 4242 · OEC Operation Round Up 0.00 0.00 0.00 0.0% 4239 · Payroll Protection Program 100,703.80 4231 · City of Moore CDBG 20,000.00 20,000.00 0.00 100.0% 4232 · United Way Housekeeping 20,000.00 20,000.00 0.00 100.0% 4233 · SVSC Grant City of Norman 7,031.76 4236 · Misc. Small Grants 4,300.00 4230 · Local Grants - Main Acct - Other 0.00 0.00 0.00 0.0%
Total 4230 · Local Grants - Main Acct 152,035.56 40,000.00 112,035.56 380.1%
4330 · Local Donations - Main Acct 4343 · Covid-19 Donations 1,279.70 4342 · Settlement 4,532.40 4341 · Thanksgiving Donations 1,000.00 4339 · Day of Caring Fundraiser 105.00 4338 · PayPal-Website Donations 193.30 4331 · Annual Fund Drive-Unrestricted 2,455.00 3,422.00 -967.00 71.7% 4332 · Misc. Small Donations 1,529.04 4333 · Center Stage For Seniors 4,300.00 4334 · Memorial Donations 750.00 4335 · Kiwanis Club 2,400.00 2,400.00 0.00 100.0% 4336 · Christmas Donations 1,000.00 4330 · Local Donations - Main Acct - Other 0.00 0.00 0.00 0.0%
Total 4330 · Local Donations - Main Acct 19,544.44 5,822.00 13,722.44 335.7%
Total 4 · Contributed support - Main Acct 258,283.16 134,107.00 124,176.16 192.6%
5 · Earned revenues - Main Acct 5010 · AAA Grants Main Account 5010.1 · AAA Grants 943,756.82 1,074,248.00 -130,491.18 87.9% 5010 · AAA Grants Main Account- Other 108,252.00 0.00 108,252.00 100.0%
Total 5010 · AAA Grants Main Account 1,052,008.82 1,074,248.00 -22,239.18 97.9%
5020 · Medicaid - Health Care Ath-Main 5030 · ADV Meals 80,921.95 79,341.19 1,580.76 102.0% 5040 · ADV Case Management 168,193.69 153,600.00 14,593.69 109.5%
Total 5020 · Medicaid - Health Care Ath-Main 249,115.64 232,941.19 16,174.45 106.9%
Page 1 9:58 AM Aging Services, Inc. 02/01/21 Profit & Loss Budget vs. Actual Accrual Basis July 2019 through June 2020
Jul '19 - Jun 20 Budget $ Over Budget % of Budget 7220.2 · PT Hourly-Main Acct. 74215 · Food Carrier Hourly Part time 17,642.75 19,583.60 -1,940.85 90.1% 74216 · Food Carrier Hourly PT PTO 1,554.79 74213 · Cook Aid Hourly Part-time 6,491.26 11,349.00 -4,857.74 57.2% 74214 · Cook Aid Hourly Part-time PTO 809.25 71113 · Site Aide-Hourly 22,399.22 25,086.57 -2,687.35 89.3% 71132 · Site Aide-Hourly PTO 1,758.30 71122 · Housekeeping Hourly 23,818.13 38,626.00 -14,807.87 61.7% 71119 · Hkspr-Hourly PTO 3,664.68 11112 · Site Mgr-Hourly Part time 38,334.42 40,492.68 -2,158.26 94.7% 71118 · Site Mgr-Hourly PTO 5,415.97 7220.2 · PT Hourly-Main Acct. - Other 0.00 0.00 0.00 0.0%
Total 7220.2 · PT Hourly-Main Acct. 121,888.77 135,137.85 -13,249.08 90.2%
7230 · Retirement 22,165.14 25,783.00 -3,617.86 86.0% 7240 · Employee Benefit Exp - Main Ace 7220.3 · Longevity Bonus 12,126.25 12,791.00 -664.75 94.8% 7240.1 · Health Insurance 56,106.51 57,009.00 -902.49 98.4% 7240.3 · Unemployment Expenses 0.00 2,974.00 -2,974.00 0.0% 7240.4 · Workers Compensation 6,990.99 9,783.00 -2,792.01 71.5%
Total 7240 · Employee Benefit Exp - Main Ace 75,223.75 82,557.00 -7,333.25 91.1% 7250 · Payroll taxes 39,937.11 40,057.78 -120.67 99.7%
Total 7200 · Salaries Expenses - Main Acct 482,419.61 511,485.63 -29,066.02 94.3%
7500 · Other Prof Expense - Main Acct 7500.4 · Professional Fees 0.00 1,890.00 -1,890.00 0.0% 7510 · 990 Tax Return 1,400.00 1,967.00 -567.00 71.2% 7520 · Audit Expense 10,304.60 10,458.00 -153.40 98.5%
Total 7500 · Other Prof Expense - Main Acct 11,704.60 14,315.00 -2,610.40 81.8%
8100 · Admin Expenses - Main Acct 8111 · Bank SC 450.00 8130.1 · Cell Phones 338.02 348.00 -9.98 97.1% 8105 · Chargeback 132.00 0.00 132.00 100.0% 8570 · Employment Ads 821.27 1,000.00 -178.73 82.1% 8160 · Equip rental & maintenance 964.00 4,255.92 -3,291.92 22.7% 8000 · First Fidelity Bank-Interest Ex 2,035.29 8170 · Printing & copying 4,409.64 6,204.00 -1,794.36 71.1% 8002 · Insurance/office/misc 2,001.76 803.00 1,198.76 249.3% 8003 · Directors and Officers Insur 1,263.00 1,055.00 208.00 119.7% 8004 · Site Liability Insurance 1,049.69 655.00 394.69 160.3% 8600 · Insurance OLD 0.00 0.00 0.00 0.0%
Page 3 9:58 AM Aging Services, Inc.
02/01/21 Profit & Loss Budget vs. Actual Accrual Basis July 2019 through June 2020
Jul '19 - Jun 20 Budget $ Over Budget % of Budget 8427 · Misc Client Expense 153.94 8428 · Equipment 0.00 2,155.00 -2, 155.00 0.0%
Total 8410 · Senior Sup Serv. - Main Acct 10,233.98 2,155.00 8,078.98 474.9%
8450 · Dietitian 5,928.00 8,008.00 -2,080.00 74.0% 8460 · Food Costs 8460.01 · ADV Food Cost 0.00 8460.05 · Title Ill Food Cost 133,826.11 95,953.24 37,872.87 139.5% 8460.06 · AF Food Cost 0.00
Total 8460 · Food Costs 133,826.11 95,953.24 37,872.87 139.5%
8465 · Emergency Meals 0.00 0.00 0.00 0.0% 8470 · Frozen Meals 141,565.32 131,381.13 10,184.19 107.8% 8490 · USDA Costs 38,868.73 40,555.59 -1,686.86 95.8%
Total 8400 · Client Services - Main Account 371,552.46 321,362.96 50,189.50 115.6%
8401 · Respite Care 235,657.00 202,800.00 32,857.00 116.2% 8402 · Respite-GRG 42,555.00 40,200.00 2,355.00 105.9% 8500 · Misc expenses - Main Account 8510 · Small Equipment 0.00
Total 8500 · Misc expenses - Main Account 0.00
8850 · Depreciaton 4,523.78
Total Expense 1,372,897.72 1,335,808.08 37,089.64 102.8%
Net Ordinary Income 178,597.04 105,488.11 73,108.93 169.3%
Other Income/Expense Other Income 6800 · Unrealized gain (loss) -9,336.60
Total Other Income -9,336.60
Net Other Income -9,336.60
Net Income 169,260.44 105,488.11 63,772.33 160.5%
Page 5 9:52 AM Aging Services, Inc.
02/01/21 Profit & Loss Accrual Basis July 2019 through June 2020
Jul '19 - Jun 20
Ordinary Income/Expense Income 4 · Contributed support - Main Acct 4010 · Participant Contributions 86,703.16 4230 · Local Grants - Main Acct 4239 · Payroll Protection Program 100,703.80 4231 · City of Moore CDBG 20,000.00 4232 · United Way Housekeeping 20,000.00 4233 · SVSC Grant City of Norman 7,031 .76 4236 · Misc. Small Grants 4,300.00
Total 4230 · Local Grants - Main Acct 152,035.56
4330 · Local Donations - Main Acct 4343 · Covid-19 Donations 1,279.70 4342 · Settlement 4,532.40 4341 · Thanksgiving Donations 1,000.00 4339 · Day of Caring Fundraiser 105.00 4338 · PayPal-Website Donations 193.30 4331 · Annual Fund Drive-Unrestricted 2,455.00 4332 · Misc. Small Donations 1,529.04 4333 · Center Stage For Seniors 4,300.00 4334 · Memorial Donations 750.00 4335 · Kiwanis Club 2,400.00 4336 · Christmas Donations 1,000.00
Total 4330 · Local Donations - Main Acct 19,544.44
Total 4 · Contributed support - Main Acct 258,283.16
5 · Earned revenues - Main Acct 5010 · AAA Grants Main Account 5010.1 · AAA Grants 943,756.82 5010 · AAA Grants Main Account - Other 108,252.00
Total 5010 · AAA Grants Main Account 1,052,008.82
5020 · Medicaid - Health Care Ath-Main 5030 · ADV Meals 80,921 .95 5040 · ADV Case Management 168,193.69
Total 5020 · Medicaid - Health Care Ath-Main 249,115.64
5150 · Revenues - Main Account 5216 · Vehicle Ins. Reimbursement 678.00 5205 · Insurance Reimbursement 587.00 5215 · Food Rebate 2.19 5310 · Interest Income 51 .56 5315 · Dividends 1,254.00
Total 5150 · Revenues - Main Account 2,572.75
Total 5 · Earned revenues - Main Acct 1,303,697.21
5100 · Write off uncollected medicaid -10,485.61
Total Income 1,551,494.76
Gross Profit 1,551,494.76
Page 1 9:52 AM Aging Services, Inc.
02/01/21 Profit & Loss Accrual Basis July 2019 through June 2020
Jul '19 - Jun 20
8100 · Admin Expenses - Main Acct 8111 · Bank SC 450.00 8130.1 · Cell Phones 338.02 8105 · Chargeback 132.00 8570 · Employment Ads 821.27 8160 · Equip rental & maintenance 964.00 8000 · First Fidelity Bank-Interest Ex 2,035.29 8170 · Printing & copying 4,409.64 8002 · Insurance/office/misc 2,001.76 8003 · Directors and Officers Insur 1,263.00 8004 · Site Liability Insurance 1,049.69 8530 · Membership dues - organization 482.60 8110 · Office Supplies 11,320.44 8560 · Outside computer services 1,570.00 8140 · Postage, shipping, delivery 2,114.00 8130 · Telephone & telecommunications 5,064.69 8640 · Volunteer Insurance 587.99
Total 8100 · Admin Expenses - Main Acct 34,604.39
8200 · Occupancy expenses - Main Acct 821 O • Rent, Utilities 29,491 .75 8240 · Pest Control 600.00
Total 8200 · Occupancy expenses - Main Acct 30,091.75
8300 · Travel & Meet Exp - Main Acct 831 O • Travel - Adm in Staff 1,573.47 8310.01 · Travel - Outreach 5,379.62 8310.02 · Travel - Casemanagement 2,400.80 8310.03 · Travel - Site Managers 494.91 8310.04 · Travel-Housekeeper 2,522.06 8310.1 · Food Carrier Mileage 1,438.20 8310.2 · Home Delivery Mileage 16,314.97 8310.3 · Travel-Respite 0.00
Total 8300 · Travel & Meet Exp - Main Acct 30,124.03
8400 · Client Services - Main Account 8532 · Staff Retreat 983.45 8120 · Vehicle Operations Expense 16,245.80 8225 · Site Supplies 0.00 8230 · Kitchen and Site Supplies 23,901.07 8410 · Senior Sup Serv. - Main Acct 8534 · Direct Mail Expense 318.96 8533 · Board Retreat 149.60 8432 · Day of Caring Expenses 333.70 8431 · GRG Conference Expenses 860.00 8429 · Center Stage For Seniors 352.48 8412 · Utility Assistance 3,276.39 8413 · Eye Exam and Glasses 605.00 8415 · Telephone Asst. 0.00 8417 · Vehicle Repairs 188.44 8418 · Misc Expense 1,010.30 8419 · Client Christmas Gifts 0.00 8420 · Food Pantry 255.06 8422 · Groceries/Supplies 1,246.06 8423 · Rental Assistance 448.00 8426 · Volunteer Appreciation 1,036.05 8427 · Misc Client Expense 153.94
Total 8410 · Senior Sup Serv. - Main Acct 10,233.98
8450 · Dietitian 5,928.00
Page 3
200 S. Jones Avenue, Norman, OK, 73069 I (405) 307-9320 D~POT www.normandepot.org I [email protected]
Board of Trustees Report to City of Norman Finance Committee – January 29, 2021 As always, we begin with gratitude for the partnership with the City of Norman that Executive Committee allows us to provide community arts programming in this beautiful, historic Norman landmark. We have a vision to create community through shared artistic experiences Don Schooler and our space in The Depot allows us to do that. President The Depot is thrilled to continue its partnership with the City of Norman to assist in the Mark IV!cClellan care of Amtrak’s Heartland Flyer passenger train and to care for the Depot. We believe Treasurer that the programming we provide through the stewardship of this structure on the National Registry of Historic Places not only aids the growth of Downtown Norman and Gabee Rolla-Danley supports its designation as a cultural district by the Oklahoma Arts Council, but Secretary promotes a strong and healthy community and makes Norman a great place to live and Members visit. For the previous fiscal year, funds in the amount of $3,500 were disbursed to The Depot Bianca Gordon to assist in providing services to Amtrak’s Heartland Flyer passengers. During that time, we served approximately 8,000 train passengers and other Amtrak-related guests. The Niki Leonard Depot provides hospitality to train riders and other guests Monday to Friday from 8am to 9am, when the train departs. We provide a waiting space, coffee, and Amtrak Galadriel Thompson information services. This function is served on weekends by an extraordinary and Staff dedicated group of volunteers, with all materials and supplies provided by the The Depot. In addition, our staff receives daily visitors and phone calls from potential Shari Jackson Amtrak customers looking for travel information. Executive Director After March 2020, with the onset of COVID-related shutdowns, we saw a significant drop in train passengers, and we began hosting our train customers outside, especially Danielle Tipton on busy days, in order to maintain social distancing and to protect the health of Events Coordinator passengers, our volunteers and staff. Numbers are increasing again for AMTRAK and we Nancy IV!cClellan have joined the recent conversations with the newly formed Rail Transit Authority that Gallery Director have us hopeful to host continued, varied, and increasing travel to and from Norman well into the future.
Thank you for your consideration of our funding request, and for the opportunity to continue to serve our community,
Shari Jackson Executive Director The Depot
111111111111111111111111111111111111111111111111111111111111111 Depot Gallery Depot Concerts Depot TV Summer Breeze Concert Series Depot Event Center
USE OF CITY FUNDING (FY 19-20)
Staffing: $3600.00 Our Events Coordinators time is spent arranging and communicating with train volunteers, staffing hours, providing information for prospective train customers in person or by phone.
Supplies: $587.35 supplies, coffee cups, coffee, and now masks, hand sanitizer, and other cleaning supplies to maintain a safe environment for our customers.
Printing: $104.64 AMTRAK no longer provides train schedules and we must print our own for customers.
Maintenance: $750
TOTAL: $5041.99
REQUEST FOR FISCAL YEAR 2021-2022
AMTRAK SERVICES: $5000.00
We request $5000.00 to continue to fulfill the contract between the City of Norman and AMTRAK to provide services to the train customers.
FACILITY SUPPORT: $600
Security $600 – The Depot installed and has maintained a security/alarm system for the last 17 years. Respectfully, we ask that you consider this small request to help us maintain the security for this City- owned community treasure.
In addition, we would like to request that the Depot facility be added to the existing city contracts that cover extermination services. Those costs are through the Parks and Recreation department, but we discovered during the 19-20 fiscal year that the Depot was not listed on the facilities list for these services. Sadly, we did discover termites during the renovation of the Depot resulting in additional work and costs.
TOTAL CASH SUPPORT REQUEST: $5600
REVENUE GENERATED TO COVER ADMINISTRATIVE COSTS
The pandemic has had a devastating impact on our ability to generate revenue by providing the space as a rental venue for social gatherings, which still remain unadvisable. Our ticketed programming was halted as well. Luckily, during the 19-20 fiscal year most of our planned events had been completed, and revenue targets had been ahead of schedule, mitigating our losses.
RENTAL REVENUE: $27,273 (a 22% decrease from the prior year)
The Depot is made available to the public for rental at the following rates.
$100/hour Friday/Saturday $80/hour Sunday-Thursday Rentals are a minimum of two hours and incur an additional $50 cleaning fee.
Rental revenue covered 42% of our administrative overhead. Commissions on art shown from our Gallery Shows covered another 15%, ticket sales from concerts provided another 8%, and the other administrative costs are covered by grants, membership, corporate and individual giving, and fundraisers.
As requested, attached you will find a year-end financial report for the most recently completed fiscal year. Please feel free to contact me with any questions you may have, or for any other information you require.
Thank you again to the City of Norman for their continued support for the Historic Santa Fe Depot. WE are very proud of the way we have responded to the pandemic during the current year, and shifted our programming, fundraising, and events to continue to maintain a healthy organization that continues to innovate to serve our community. We appreciate the partnership, and your support.
Thank you for your consideration.
1111111111111111111111111111111111111111111111111111111111111111 Depot Gallery Depot Concerts Depot TV Summer Breeze Concert Series Depot ~vent Center The Performing Arts Studio, Inc. (dba The Depot) Statement of Activity July 2019 - June 2020
Total Revenue Art Sales 27,643.59 General Donations 1,783.33 Grants City of Norman (Amtrack) 3,500.00 Norman Arts Council (NAC) 19,200.00 Oklahoma Arts Council (OAC) 6,000.00 Total Grants $ 28,700.00 Membership Dues 848.50 Basic Membership 287.55 Individual 30.00 Patron 795.39 Premier Membership 593.70 Total Membership Dues $ 2,555.14 Miscellaneous Income 781.60 Program Support 17,740.67 Donations (cash) 3,190.08 Total Program Support $ 20,930.75 Rental Fees 25,263.61 Janitor Fees 2,010.00 Total Rental Fees $ 27,273.61 Ticket Sales 16,529.78 Tuition 4,200.00 Total Revenue $ 130,397.80 Gross Profit $ 130,397.80 Expenditures Advertising 1,064.93 Artist Commissions (65%) 18,555.00 Bank Fees 5.00 Credit Card 2,113.89 Total Bank Fees $ 2,118.89 Contract Services 1,466.00 Facility Maintenance 550.00 Depot Maintenance 2,018.27 Event Staff 667.50 Janitorial 3,020.00 Total Facility Maintenance $ 6,255.77 Insurance 4,651.63 Memberships 1,009.71 Miscellaneous Expense 1,354.28 Payroll Expenses 0.00 Director's Salary 20,000.04 Taxes 3,080.09 Wages 16,515.94 Total Payroll Expenses $ 39,596.07 Performance Costs Artist Fees 25,496.00 Equipment Rental 1,918.24 Lodging 2,850.50 Meals 798.67 Sound 7,550.00 Total Performance Costs $ 38,613.41 Permit 616.99 Postage 873.65 Printing 853.60 Professional Fees Accountant 575.00 Workship Instructor 3,702.00 Total Professional Fees $ 4,277.00 QuickBooks Payments Fees 67.99 Supplies 581.43 Office 1,181.58 Other 209.67 Refreshments 1,110.62 Total Supplies $ 3,083.30 Ticket Refund 128.01 Utilities 1,920.48 Alarm/Security 531.38 Telecommunications 2,057.65 Total Utilities $ 4,509.51 Total Expenditures $ 129,095.74 Net Operating Revenue $ 1,302.06 Other Expenditures Depreciation 3,133.00 Total Other Expenditures $ 3,133.00 Net Other Revenue -$ 3,133.00 Net Revenue -$ 1,830.94