2019-8-Minutes for Meeting December 17,2018 Recorded 1/9/2019BOARD OF
COMMISSIONERS
1300 NW Wall Street, Bend, Oregon
(541) 388-6570
Recorded in Deschutes County
CJ201 9-8
Nancy Blankenship, County Clerk
Commissioners' Journal 01/09/2019 4:44:58 PM
1111111119muuuiuuii
FOR RECORDING STAMP ONLY
WORK SESSION MINUTES
1:30 PM
MONDAY, DECEMBER 17, 2018 ALLEN CONFERENCE ROOM
Present were Commissioners Tammy Baney, Phil Henderson, and Anthony DeBone. Also present were
Tom Anderson, County Administrator; Erik Kropp, Deputy County Administrator; David Doyle, County
Counsel; and Sharon Keith, Board Executive Assistant. Several citizens and no identified representatives
of the media were in attendance.
CALL TO ORDER: Chair DeBone called the meeting to order at 1:33 p.m.
ACTION ITEMS
1. Consideration of Board Signature of Document No. 2018-782, Pacific
Source CMHP Agreement 2019
George Conway, Health Services Director along with Dave Inbody and Janice
Garceau were in attendance. Dr. Conway presented the agreement. Ms.
Garceau explained the treatment services allowed through the agreement to
the Oregon Health Plan members for mental health, mental illness, addiction
and addiction and substance use disorders. Apart from some basic fee for
services, Deschutes County will be paid a monthly capitation based on total
OHP members served. Further review of the agreement is requested by the
Board. Counsel Doyle has communicated with the attorneys for both Crook
and Jefferson Counties regarding the language of the agreement. This
BOCC WORK SESSION
DECEMBER 17, 2018 PAGE 1 OF 4
agreement will be brought back to the Work Session agenda on Wednesday,
December 19.
2. CCO Letter of Support
Dr. Conway presented the request for letter of support to the Office of
Contracts and Procurement on behalf of Pacific Source Community
Solutions. The letter would support the application of Pacific Source
Community Solutions to continue as the Coordinated Care Organization in
Central Oregon. Dr. Conway is asking for consideration of approval. The
Board expressed support.
3. Draft Letter Regarding Wildfire Hazard Mitigation R327 Rules
Community Development Department Director Nick Lelack, Assistant
Building Office Chris Garcia, and County Forester Ed Keith presented the
draft letter. Mr. Garcia will attend the public hearing tomorrow in Salem
regarding the proposed amendments. Mr. Keith spoke on the impact of
embers with certain building structures. Commissioner Henderson
explained standard practices for building and construction guidelines. Mr.
Keith stated the criteria in Oregon Administrative Rule to map a wildfire
hazard zone mandates the County to consider four factors including
weather, topography, fuel type and fuel continuity. Commissioner
Henderson recommended language changes to the draft letter. The Board
discussed providing a statement and testimony regarding protecting the
community, considering the cost to homeowners, and will submit the letter
to state BCD on behalf of Deschutes County. Mr. Lelack will make the
revisions to the letter and note the support of the Deschutes County Board
of Commissioners.
At the time of 2:30 p.m., Commissioner Baney excused herself for another
meeting and noted she has reviewed the arts and cultures grant applications
and has provided her recommendations to County Administrator Anderson.
Her assessment included geographical considerations.
BOCC WORK SESSION DECEMBER 17, 2018 PAGE 2 OF 4
4. CAD Discussion and 911 Radio Strategic Plan and Timeline
Sara Crosswhite and Will Mullins presented the Board with a modified
strategic plan. Ms. Crosswhite presented information that will be shared
with the 911 User Board tomorrow. Mr. Mullins has spoken with the various
user agencies regarding the baseline of the system. The Computer Aided
Dispatch deployment timeline was reviewed with a target of April 1st. On-site
support training will be provided. An additional release of the CAD software
is scheduled for May. Internal testing will be conducted and go -live should
be approximately March 2020.
5. 2019 Arts & Culture Grants Awards
Judith Ure, Management Analyst presented data regarding the 2018 awards
and the 2019 requests. Grants are offered to local non-profit organizations
that seek to increase arts and culture opportunities in Deschutes County,
make arts and culture education available to Deschutes County residents,
and support the local economy through tourism or other means. Sixteen
applications were submitted with requests totaling $80,810. The Board
recommended award amounts for identified applications.
EXECUTIVE SESSION:
At the time of 3:22 p.m., the Board went into Executive Session under ORS 192.660
(2) (e) Real Property negotiations. The Board came out of Executive Session at 3:45
p.m.
OTHER ITEMS:
• Traffic Speed and Accidents Concern: The Board and Road Department
have received public inquiry regarding safety and traffic concerns of
Deschutes Market Road specific to increased traffic volume and speeds.
Road Department Director Chris Doty drafted a letter for the Board's
BOCC WORK SESSION DECEMBER 17, 2018 PAGE 3 OF 4
consideration. Mr. Doty has asked the Oregon Department of
Transportation to evaluate the road for speed management. The Board
expressed support for Chair's signature.
• Federal Lands Access Program: Mr. Doty presented an update regarding
the phase for Cascades Lakes Highway project that was applied for in April.
Our project is on the list for evaluation. The federal government is now
considering not funding chip seal projects. Mr. Doty will attend the meeting
in Salem tomorrow and report back once the final decision has been made.
• County Administrator Anderson asked the Board if they would like to provide
some form of recognition for former Sheriff Darrell Davidson who passed
recently. Mr. Anderson will work with Whitney Hale on a plaque to present to
his family.
COMMISSIONER UPDATES: None were presented.
ADJOURN
Being no further items to come before the Board, the meeting was adjourned at 4:03 p.m.
DATED this
Commissioners.
ATTEST:
Day of 6A -v
REQ ORDING SECRETARY
BOCC WORK SESSION
2019 for the Deschutes County Board of
ANTHONY DEBONE, CHAIR
PHILIP G. H NDERSON, VICE CHAIR
TAMMY BANEY, £MMISSIONER
DECEMBER 17, 2018 PAGE 4 OF 4
Deschutes County Board of Commissioners
1300 NW Wall St, Bend, OR 97703
(541) 388-6570 - www.deschutes.org
WORK SESSION AGENDA
DESCHUTES COUNTY BOARD OF COMMISSIONERS
1:30 PM, MONDAY, DECEMBER 17, 2018
Allen Conference Room - Deschutes Services Building, 2ND Floor - 1300 NW Wall Street - Bend
Work Session, which are open to the public, allow the Board to gather information and give direction to staff.
Public comment is not normally accepted. Written minutes are taken for the record
Pursuant to ORS 192.640, this agenda includes a list of the main topics that are anticipated to be considered or
discussed. This notice does not limit the Board's ability to address other topics.
Meetings are subject to cancellation without notice.
CALL TO ORDER
ACTION ITEMS
1. Consideration of Board Signature of Document No. 782, PacificSource CMHP
Agreement 2019 - Dave Inbody, Deputy Director
2. CCO Letter of Support - Dr. George Conway, Health Services
3. Draft Letter Regarding Wildfire Hazard Mitigation R327 Rules - Nick Lelack,
Community Development Director
4. CAD Discussion and 911 Radio Strategic Plan and Timeline - Sara Crosswhite
5. 2019 Arts & Culture Grant Awards -Judith Ure, Management Analyst
COMMISSIONER'S UPDATES
EXECUTIVE SESSION
Board of Commissioners Work Session Agenda
of 2
Monday, December 17, 2018 Page 1
Executive Session under ORS 192.660 (2) (e) Real Property Negotiations
At any time during the meeting an executive session could be called to address issues relating to ORS
192.5660(2)(e); real property negotiations; ORS 192.660(2)(h) litigation; ORS 192.660(2)(d), labor
negotiations; ORS 192.660(2)(b); personnel issues; or other executive session categories. Executive sessions
are closed to the public; however ,with few exceptions and under specific guidelines, are open to the public.
OTHER ITEMS
These can be any items not included on the agenda that the Commissioners with to discuss as part of the
meeting pursuant to ORS 192.640.
ADJOURN
Deschutes County encourages persons with disabilities to participate in all programs and
activities. To request this information in an alternate format please call (541) 617-4747.
FUTURE MEETINGS:
Additional meeting dates available at www.deschutes.ort/meetin•calendar
Meeting dates and times are subject to change. If you have question, please call (541) 388-6572.
Board of Commissioners Work Session Agenda
of 2
Monday, December 17, 2018 Page 2
Deschutes County Board of Commissioners
1300 NW Wall St, Bend, OR 97703
(541) 388-6570 - Fax (541) 385-3202 - https://www.deschutes.org/
AGENDA REQUEST & STAFF REPORT
For Board of Commissioners Work Session of December 17, 2018
DATE: December 13, 2018
FROM: Dave Inbody, Health Services,
TITLE OF AGENDA ITEM:
Consideration of Board Signature of Document No. 782, PacificSource CMHP Agreement
2019
RECOMMENDATION & ACTION REQUESTED:
Staff recommend approval and signature of the Community Mental Health Program
agreement with PacificSource Community Solutions, Inc.
ATTENDANCE: Deschutes County Health Services staff: Janice Garceau, Behavioral
Health Deputy Director; David Inbody, Administrative Services Deputy Director; George A.
Conway, Director
SUMMARY: PacificSource Community Solutions is contracting with Deschutes County
Health Services to provide treatment to Oregon Health Plan (OHP) members for mental
health, mental illness, addiction disorders and substance use disorders. Deschutes
County Health Services will be paid a monthly capitation payment, an incentive payment
for meeting performance measures and fee-for-service payments for services rendered
by non-CMHP providers.
PacificSource Community Solutions, Inc., is an independent, wholly-owned subsidiary of
PacificSource Health Plans, a nonprofit community health plan. PacificSource has been
providing Medicaid plans to Oregonians since 1995 and currently offers OHP coverage to
individuals who need help through the PacificSource Coordinated Care Organization
(CCO).
Deschutes County Health Services is the Community Mental Health Program responsible
for the planning and delivery of services for residents of Deschutes County with mental or
emotional disturbances, or substance abuse disorders. Deschutes County Health Services
provides these services in many locations throughout Deschutes County including public
Packet Pg. 3
schools; health clinics and school-based health centers in Bend, La Pine, Redmond and
Sisters; partner agencies such as the KIDS Center, area hospitals; care facilities and
homes. Deschutes County Health Services is an equal opportunity service provider.
Packet Pg. 4
HEALTH SERVICES
Date: December 14, 2018
To: Office of Contracts and Procurement
From: Deschutes County Health Services
RE: Letter of Support for PacificSource Community Solutions — Central Oregon Coordinated Care Organization
To Whom It May Concern:
Deschutes County Health Services strongly supports the application of PacificSource Community Solutions to be the
Coordinated Care Organization in Central Oregon. Deschutes County Health Services serves, among other roles, as the
Community Mental Health Program for Deschutes County and is the primary public provider of services for mentally ill
persons in our county. As the Coordinated Care Organization for Central Oregon, PacificSource serves as the
intermediary between the Oregon Health Plan and our organization for reimbursement of services. Particularly during
the past year, PacificSource's leadership has exhibited an increasing understanding and flexibility in assisting us in
meeting the needs of our complex array of services and necessary system supports and has worked with us toward a
model for more proactively covering the true costs of these services. They have also demonstrated an increasing level of
interest and commitment to increasing the integration of mental health and primary care services.
In support of these shared goals, PacificSource has directed an increasing amount of resources and technical assistance
toward the integration of behavioral health in primary care settings. They have also demonstrated improvements and
increasing transparency in providing analytics capacity to inform clinical care processes and reimbursement.
Based on this experience, we anticipate that the proposed application will align with the needs of our community by
robustly fulfilling the policy objectives of CCO 2.0, and we understand from PacificSource that they are committed to
making a positive impact through the following:
1 Accountability for increasing integration of care and capacity to support this transformation.
1 Improvement in health outcomes for those members experiencing health disparities.
✓ Broadening the impact of the CCO model though addressing social determinants of health.
✓ Delivery of cost-effective care through aligned payment models.
✓ Improved access and member experience in targeted areas including behavioral health and dental services.
✓ Improvement in the quality of health care across the entire community.
Please accept this letter as formal recognition of the value of PacificSource's application in helping the Central Oregon
region achieve our local goals for health improvement and the state's priorities for the Coordinated Care Organizations
over the coming five years. We believe that PacificSource Community Solutions will continue to bring significant value
and improvement to the overall health of our communities and are committed in our support for continuing our work
together.
Sincerely,
George A. Co ay, MD, MPH
Director
S:\Health Services\Director Office \ALL\Letters of Support\Letter of Support Provider CO DCHS 12 14 2018.docx
2.577 NE Courtney Drive, fiend, Oregon 97701
(541) 322-7400 healthservices@deschutes .org www.deschutes.org/health
'rt S
DRAFT
December 18, 2018
Richard Baumann, Rules Coordinator
Building Codes Division
1535 Edgewater St. NW
Salem, OR 97304
Deschutes County
Community Development Department
Planning Building Safety Environmental Soils Code_Enf'orcement
P.O. Box 6005 117 NW Lafayette Ave., Bend, OR 97703
Telephone: 5.11-388-6575
www.deschuies.org/cd
RE: Deschutes County Comments on Proposed Section R327 Wildfire Hazard Mitigation Rules
Dear Mr. Baumann:
Deschutes County appreciates the opportunity to submit comments on the State Building Codes
Division's proposed Section R327 Wildfire Hazard Mitigation Rules.
Deschutes County is committed to and nationally recognized for protecting our residents and structures
from wildfires. We implement several programs to address wildfire, some regulatory and others focused
on education and outreach. We regularly review our programs and explore new opportunities —
partners, funding, programs, etc. — to mitigate this natural disaster that we and many other Western
communities increasingly experience. It is with great interest that we participate in the development of
and comment on these proposed new regulations.
The proposed rules appear to be another step toward protecting people and structures from wildfires.
Please find our questions and comments on the proposed R327 rules below:
1. In 2001, Deschutes County adopted Ordinance 2001-024 establishing Wildfire Hazard
Zone that covered the entire county. This zone prohibits untreated -wood shake roofs.
Section R327.2 states that "the provisions of this section shall apply to all dwellings
required to be protected against wildfire by a jurisdiction which has adopted wildfire
zoning regulations." Section R327.4 states that "wildfire hazard zones shall be
determined using criteria determined by the Oregon Department of Forestry." The
question whether there are two wildfire hazard zones (one that prohibits untreated -
wood shake roofs) and a second (that implements R327) or are they the same?
2. Provide local control in determining where R327 applies in the County. Specifically, each
municipality under the County's Building jurisdiction should have the authority to decide
whether implement R327 in their respective municipalities. At the same time, Deschutes
County's 3000 square miles are diverse, and a one -size -fits -all rule may not be
appropriate for all areas. While untreated -wood shake roofs should be prohibited across
the County, other R327 rules may or may not be appropriate. The County should have
local control to determine the applicable areas to implement R327 in accordance with
the Oregon Department of Forestry's criteria.
3. Provide flexibility in determining which R327 rules apply in different areas of the
County. As stated above, Deschutes County is committed to protecting people and
structures from wildfires. At the same time, Deschutes County is committed to providing
affordable housing. These new rules will increase the cost to build and purchase a
home. R327 should provide local control to determine which new standards to apply
and where, rather than a one -size -fits -all approach.
In sum, Deschutes County generally supports the new rules if clarity is provided regarding wildfire
hazard zone mapping, and local control and flexibility is explicitly authorized in the new rules for
jurisdictions to determine the locations to implement the rules and specific standards to apply.
Sincerely,
TBD
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Deschutes County 9-1-1
Radio System Enhancement Plan
1 Primary Goals
1.1 Establish a logical and trackable plan to lead toward the holistic long-term enhancement of
radio system operation for users of the Deschutes County 911 Radio System.
1.2 Generate quantifiable improvements of system operation and user acceptance.
1.3 Develop a roadmap to further enhance operations and technologies.
2 Actions
2.1 Develop Current System Baseline —12/31/2018
2.1.1 Conduct Digital Audio Quality (DAQ) validation drive test
2.1.1.1 City of Bend —10/3-10/4
2.1.1.2 County -Wide —10/10-10/12
2.1.2 Conduct Bit Error Rate (BER) measurement drive test
2.1.2.1 County -Wide —12/17-12/21
2.1.3 Capture PTT Activity & Measure System Reliability
2.2 Publish System Baseline and Peripheral Policy — 01/31/2019
2.2.1 Compare Harris contract and referenced materials i.e. proposal to Baseline
2.2.2 Compare proposed coverage vs actual
2.2.3 Produce System Baseline Package
2.2.4 Produce User/Service Level Agreements
2.3 Quantify operational performance of subscriber fleet — Ongoing
2.3.1 Implement Over -The -Air Diagnostix tools
2.3.2 Cross -Reference radio performance with trouble tickets
2.3.3 Develop a subscriber alignment plan for fleet
2.4 Complete Overturf Build -Out — 04/01/2018
2.4.1 Conduct Public Awareness Notification
2.4.2 Finalize Site Plans
2.4.3 File for permanent FCC licensing
2.5 Cutover Fire fleet to P25 — 04/01/2018
2.5.1 Install P25 radios in fleet
2.5.2 Develop Dispatch operation plans for Fire
2.5.3 Conduct user training
2.6 Develop Ideal System Landscape — 06/01/2019
2.6.1 Interview Agency Leadership for desired state feature/function
2.6.2 Publish Public Safety "best practice" white paper
2.6.3 Develop a benefit to cost analysis of desired state
2.7 Publish Future System Expansion Plan — 06/30/2019
2.7.1 Develop RFP/RFQ
2.7.2 Develop Maintenance plan for system and subscribers
2.7.3 Initiate Site Acquisition process
2.7.4 Initiate FCC Licensing process
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Deschutes County Board of Commissioners
1300 NW Wall St, Bend, OR 97703
(541) 388-6570 - Fax (541) 385-3202 - https://www.deschutes.org/
AGENDA REQUEST & STAFF REPORT
For Board of Commissioners Work Session of December 17, 2018
DATE: December 12, 2018
FROM: Judith Ure, Administrative Services, 541-330-4627
TITLE OF AGENDA ITEM:
2019 Arts & Culture Grant Awards
RECOMMENDATION & ACTION REQUESTED:
Award 2019 Arts & Culture program grants.
ATTENDANCE: Judith Ure, Management Analyst
SUMMARY: During the FY 2019 Video Lottery Fund allocation process, the Board of
Commissioners set aside $30,000 to fund a grant program dedicated to supporting art and
cultural initiatives in Deschutes County. Through this program, grants are offered to local non-
profit organizations that 1) seek to increase arts and culture opportunities in Deschutes
County; 2) make arts and culture education available to Deschutes County residents; and/or 3)
support the local economy through tourism or other means.
Sixteen applications were submitted in response to the 2019 solicitation and all funding
requests total $80,810. Copies of the program announcement and application form and
completed applications (within 2 separate files due to size) are attached. During the December
17 work session, staff will provide an assessment of the applications and the Board will
evaluate the requests and determine awards.
Department of Administrative Services
P. O. Box 6005 • Bend, Oregon 97708-6005
1300 NW Wall Street, Suite 206 • Bend, Oregon 97701
(541) 388-6565 • FAX (541) 385-3202
www.deschutes.org
Deschutes County Arts & Culture Grant Program
2018-19
The Deschutes County Department of Administrative Services is currently soliciting grant
applications from local non-profit organizations for programs or projects which 1) seek to
increase arts and culture opportunities in Deschutes County; 2) make arts and culture education
available to Deschutes County residents, and/or 3) which contribute to the local economy. A total
of $30,000 is available for multiple grant awards. Awards will be determined by the Deschutes
County Board of Commissioners. Applications must be received in the Deschutes County
Department of Administrative Services no later than 5:00 p.m. on September 28, 2018.
Funding for the Arts & Culture Grant Program will be supplied by the County's portion of
proceeds from video lottery gaming. Programs and projects funded by video lottery proceeds are
allocated at the discretion of the Board and may change in the future depending on priorities
established each year.
To be eligible for the program, applicant agencies must be designated by the Internal Revenue
Service as a 501(c)(3) tax-exempt organization and located in Deschutes County.
Applications will be evaluated based on several criteria, including organizational stability,
connection to grant funding objectives, and ability to leverage the grant funds to access other
financial support.
Application materials may be obtained by contacting Judith Ure at j_tidii1ui@c eschutes,p7 or by
accessing the County website at: htt s://www.deschutes.ol•�/bccha°e/Aunt-o ortunities. If the
information is required in an alternative format, please contact Judith Ure by email.
The deadline to submit an application is 5:00 p.m. on September 28, 2018 and grants are
expected to be awarded by the end of October. Completed applications must be received in
the Deschutes County Department of Administrative Services by the stated deadline. Late
or incomplete applications will not be considered. Completed applications must be sent via
email to udithu(cr desc1iutes.prg.
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to .Judith«. L deschutcs.org no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Organization Name:
Address:
City:
Telephone Number:
Email Address:
Certification:
On behalf of the organization specified above, I certify the following:
State:
Zip Code:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name:
Title:
Date:
Deschutes County
Arts and Culture Grant Program
2018-19 Application
Questions
Please respond to the questions below in the order shown. Reponses must be thorough, but provided
on no more than five single -sided, single-spaced pages. Required attachments such as proof of non-
profit status and copies of tax forms are excluded from the five-page limit. Any additional documents
submitted beyond those stated in the instructions, such as brochures, leaflets, newsletters, or reports,
will not be considered a part of the application and will be discarded without review.
Organization
1. Describe the history of the organization, including the year the organization was established.
2. State the organization's mission, goals, and programs or services provided.
3. Describe the leadership and structure of the organization.
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
2. Indicate the dollar amount requested for a grant.
3. Describe the goals and objectives of the proposed initiative.
4. Identify the target population which will be served.
5. Identify the geographic area(s) of Deschutes County which will benefit.
6. Describe how the proposed initiative will positively impact the community and complement
existing services currently provided by Deschutes County.
7. Describe in detail how the proposed initiative will be implemented.
8. Describe specifically how the requested funds will be used.
9. Identify any partner agencies which will collaborate to implement the proposed initiative.
10. Describe how County funds will be used to leverage other sources of funding to support the
proposed initiative.
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative
(examples: number of persons in attendance and/or number of classes or events held).
2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and
understanding of the arts or cultural topics).
3. Estimate financial impact to the local economy as a result of the proposed initiative.
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to iudithi(ri)deschutes.�rrg: no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
\-1\0.4"\,. A �w-tall \—\ G?.Ai ire
Organization Name:
Address:
City:
Telephone Number:
Email Address:
Certification:
On behalf of the organization specified above, I certify the fbllowing:
State:
Zip Code:
't 7 0 ::
ij
1. All infonnation included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal :Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
ftt
Print Naine: 171
Title: • /..)T.- 0 41'
Date: -3 t
•
DESCHUTES COUNTY ARTS AND CULTURE GRANT PROGRAM (5 pages)
ABOUT CASCADE SCHOOL OF MUSIC:
Cascade School of Music (CSOM) was founded as a non-profit 501 C-3 in 2002 with 50
students, to provide high quality, affordable & engaging music education programs in Central
Oregon. CSOM now offers group and Individual lessons, performance ensembles, master
classes, workshops, and recitals for over 1235 students of all ages and abilities. CSM's 33
Instructors are active in the music industry; many are music teachers in local schools as well.
Instructors offer private and group instrumental instruction on Violin, Cello, Viola, Bass, Guitar,
Electric Bass, Mandolin, Banjo, Ukulele, Piano, Harp, Flute, Clarinet, Sax; performance
ensemble opportunities, including chamber music and the Rock U band; and individual
instrumental and vocal instruction. CSOM school operates year-round near downtown Bend. At
present, the school's population is 15% Kindermusik (pre -K, ages 1-5), 65% Youth (ages 6-18)
and (20% adult). Programs are fee-based; tuition assistance is available to all youth and adult
students who apply for it and meet the eligibility criteria.
Mission: CSM builds community through music, by offering a continuum of exceptional music
education programs and community performances for students of all ages, skill levels and
socio-economic backgrounds. Music contributes tothe transformation oflives and enrichment
ofthe culture, diversity and quality of life In Central Oregon. We have a 100% track record of
providing tuition assistance and loaning instruments to students in need. In some cases, free!
Our Goals: In addition to the above mission statement, our goal is to restore music
opportunities to Central Oregonians. The elementary schools in Central Oregon gutted music
and arts programs when the great recession in 2007 commenced and they have not been
restored. As the only music school in Central Oregon to offer lessons to anyone regardless of
their ability to pay, we are proud to be offering outreach performances & programs, wherever
possible, to underserved in our community, including the elderly at retirement facilities, Latino
Community Association, REACH in Redmond, Bend Boys and Girls Club, Relief Nursery and the
"Awesome Afterschool Orchestra" at Bear Creek Elementary School, a Title 1 school with 100%
poverty, 34% English as a Second Language, 11 % learning or physically disabled.
PROGRAMS: CSOM's 30 lnstructors are active in the music industry; many are music
teachers in local schools as well. Instructors offer group instrumental instruction on Violin,
Cello, Viola, Bass, Guitar, Electric Bass, Mandolin, Banjo, Ukulele, Piano, Harp, Flute,
Clarinet, Sax; perfainanoeensemble opportunities, including chamber music and the Rock U
band; and individual instrumental and vocal instruction.
Leadership and Structure of Program:
Robert Lambeth: Executive Director
Carly Moritz: Registrar
Kathleen "Kate" Hanni: Development Director
We have 30 Faculty who teach, run master classes and performance ensembles
We have a working Board of Directors, and a top notch Advisory Board who contribute their
time, talent and treasure to ensuring our success.
Title of Initiative: "Song Catchers Outreach Performance Program"
Dollars Requested: $9,000.00
Goals and Objectives of Initiative: Cascade School of Music (CSOM) requests
$9,000.00 for "SONG CATCHERS" Outreach Performance Program @ 4 partner
organizations including under -served, diverse, pre -k & elementary school age children.
Purpose: to expose children to music & playing an instrument & invite them to take
lessons regardless of their ability to pay. We will also provide they and their parents
information on CSOM & tuition assistance programs as well as how parents can support
their children on their musical journey. These are continuing programs we have successfully
implemented in 2017-2018.
Target Population: Under served, diverse communities; partner programs in Central Oregon
including the Latino Community Association, REACH (Formerly Boys and Girls Club of Redmond),
Relief Nursery and Boys and Girls Club of Bend, Oregon.
Identify the geographic area(s) of Deschutes County which will benefit: Children from all
areas in Deschutes County attend these 4 partner programs. Goal is to inspire students who
attend our chosen outreach partners, from every town and rural area in Deschutes County by
exposing them to music and offering tuition assistance lessons to those who desire them.
6. Describe howthe proposed initiative will positively impact the community and
complement existing services currently provided by Deschutes County:
The need for music education was identified in 2007 when the economy collapsed & Central
Oregon Public Elementary schools gutted all music programs; leaving a gaping hole in creative
self-expression for youth in Deschutes County. Our outreach programs directly impact pre -K &
elementary age school children who attend programs & after school programs that are ethnically
diverse, age & socio -economically diverse & under served. We respond to need by offering
outreach performance ensembles, mostly youth participants, many on tuition assistance;
performing for under -served youth & allowing them to be exposed to musical performance art &
inviting them to join us at Cascade School of Music to learn to play an instrument. The results
when a child takes up an instrument in terms of their confidence, their ability to handle stress,
their grades usually improve & they can fully creatively express themselves.
Impact: Children who listen to & learn to play an instrument:
1) Increase Memory Skills
2) Teaches Perseverance and Creates a sense of achievement
3) Improves Coordination
4) Improves Math Skills
5) Improves Reading and Comprehension Skills
6) Creates Responsibility
7) Exposes children to cultural and arts history
8) Nurtures Creative Self Expression
9) Improves Listening Skills
10) Improves Social Skills
The impact on the community will be that more children are creatively self expressed, children
grow up playing instruments & appreciating music and they take over where the older
musicians are retiring (without which could leave huge gap in musical arts in Bend in 20
years).
7. Describe in detail how the proposed initiative will be implemented. (See Question 8
answers for more detailed breakdown): We will continue our program at Bend Boys and
Girls Club, and continue a once per quarter program at Relief Nursery, 1 per month during
school year at REACH of Redmond, and a broader program for Latino Community
Association. For the summer, we will have weekly programs for the Latino Community
Association at our facility which will allow them to learn songs to sing in Spanish and English,
build their own tambourine, learn to read and play rhythm instruments and sight read notes
both melodically and rhythmically; AND THE BEST PART IS they will be invited to take
individual and class lessons on an instrument of their choosing, and given information in
English and Spanish to take home to their parents inviting them to take lessons and explaining
our tuition assistance programs and how to qualify for them.
8. Describe specifically how the requested funds will be used. This includes Operating
Budget!
Mountain Star Relief Nursery
CSM will provide a musical classroom experience for students and their parents during
Mountain Star Family Night utilizing the internationally acclaimed Kindermusik
curriculum. Student/Parent will receive a small (hand-held) age-appropriate instrument to take
home, along with printed materials to aid-in/encourage learning at home.
4 classes per year
Two hours per class
3 Faculty @ $50 per hour $300 per class
Instruments/Materials to give away $100 per class
Total per lass $400
Annual $1600
REACH
CSM will bring one of 10 different performance ensembles to perform for the students of
REACH. Each performance will be followed up with a musical experience where students will
be able to put their hands on a variety of instruments (everything from a Marimba to an Egg
Shaker, Guitar to a Trombone) or sing with a choir, and enjoy the experience of a music
class. Student will receive a small (hand-held) age-appropriate instrument to take home, along
with printed materials to aid in/encourage learning at home.
8 classes per year (January - December) - No summer program
One hour per class
4 Faculty @ $50 per hour (2 hours faculty time to accommodate for drive)
Instruments/Materials to give away
$400 per class
$100 per class
Total per class
Annual
$500
$4000
Latino Community
CSM will bring one of 10 different performance ensembles to perform for the children of the
Latino Community. Each performance will be followed upwith a musical experience where
students will be able to put their hands on a variety of instruments (everything from a Marimba
to an Egg Shaker, Guitar to a Trombone) or sing with a choir, and enjoy the experience of a
music class. Student will receive a small (hand-held) age-appropriate instrument to take home,
along with printed materials to aid-in/encourage learning at home. Beginning in mid June and
through August, students participating in the Latino Community summer program will attend a
weekly music class at CSM. All materials will be printed in Spanish and English and will invite
children to take lessons, group classes and explain our tuition assistance program to their
parents.
8 classes per academic year (January - December)
10 summer classes
Two hours per class
Academic 4 Faculty @ $50 per hour $400 per class
Academic - Instruments/Materials $100 per class
Summer 2 Faculty @ $50 per hour $200 per class
Summer - Instruments/Materials $400 total
Total per lass - Academic $4000
Total per class - Summer $2400
Annual $6400 total
Boys & Girls Club
CSM provides a weekly one hour, early childhood music class to students of the Boys & Girls
Club. This is an existing program which,we will be able to continue with matching funds through
the 2018 calendar year.
36 classes (January - May, then September - December)
One hour per class 1 Faculty @
$50 per hour
No instruments/materials
provided Annual
$1800
$1800
Promotional Video
Professional video featuring student and parent testimonials, classroom activities,
performances, etc. to assist in sharing the Cascade School of Music mission to provide music
education to all, regardless of their ability to pay. Video will have an anticipated shelf life of three
years. Our video producer is a "friend" of our school and has discounted his price for us. The
video will be in English and a 2nd version with Spanish subtitles.
Total $200 total
TOTAL $14000
9. Identify any partner agencies which will collaborate to implement the proposed
initiative. Boys and Girls Club of Bend, Latino Community Association, REACH, Relief
Nursery. They are confirmed and are hoping we can continue to fulfill the programs!
10. Describe how County funds will be used to leverage other sources of funding to
support the proposed initiative. We have pledged matching funds of $5,000.00 for 2018,
from a father whose son takes lessons at our school & who is the drummer in a performance
ensemble. He felt that the performance ensemble so helped his son he wanted others to
have the opportunity, but we must match his funds. Without matching funds, we would be
forced to decline/or return these matching funds allocated for 2018.
Performance Measurement:
1. Identify quantifiable outputs anticipated to be achieved through the proposed
initiative (examples: number of persons in attendance and/or number of classes or
events held). Enrollment for our Tuition Assisted and non -tuition assisted lessons will increase
by 20% per year meaning an additional 100 students per week will be enrolled in a musical
learning experience (private lessons, classes, performance ensembles) gaining great
confidence and being creatively self -expressed. As a result, within 2 years we'll have greater
enrollment in, and at least 3 new performance ensembles (adding to our existing 10).
2. Describe the anticipated outcomes of the proposed initiative (example: greater
knowledge and understancing of the arts or cultural topics). By introducing marginalized
and underserved populations to music performance and music education we know what the
outcome will be. The outcome is children being fully self -expressed, confident, full of possibility
and creative self-expression. Their instrument becomes their friend in times of stress, need, joy
or heartache.
3. Estimate financial impact to the local economy as a result of the proposed initiative:
Ultimately getting a child involved in taking music lessons, keeping their minds and hands busy
with creative self-expression, and giving them a chance at performance with an ensemble is
"priceless." Other potential impacts: Kids who play music do better in school, they are more
likely to go to college, they are more likely not to enter the penal system; these advantages both
enhance the quality of life in Central Oregon, and save taxpayers money in that we'll have a
brighter, more diverse adults & a continuation of music performances in the Deschutes County
area for years to come! The fiscal impact, while not easy to estimate, is that folks who learn an
instrument as a child will get in to better universities, get a better education and will serve our
community better in the long run, making more money and bringing more money back into our
community as a result.
024213
IRSDepartment of the Treasury
Internal Revenue Service
CINCINNATI OH 45999-0038
CASCADE SCHOOL OF MUSIC
200 NW PACIFIC PARK LN
BEND OR 97703
Employer ID Number: 03-0409118
Form 990 required: YES
In reply refer to: 0248254921
Aug. 17, 2017 LTR 4168C 0
03-0409118 000000 00
00017058
BODC: TE
Dear Taxpayer:
This is in response to your request dated Aug. 08, 2017, regarding
your tax-exempt status.
We issued you a determination letter in January 2003, recognizing
you as tax-exempt under Internal Revenue Code (IRC) Section 501(c)
(3).
Our records also indicate you're not a private foundation as defined
under IRC Section 509(a) because you're described in IRC Sections
Sections 509(a)(1) and 170(b)(1)(A)(ii).
Donors can deduct contributions they make to you as provided in IRC
Section 170. You're also qualified to receive tax deductible bequests,
legacies, devises, transfers, or gifts under IRC Sections 2055, 2106,
and 2522.
In the heading of this letter, we indicated whether you must file an
annual information return. If a return is required, you must file Form
990, 990 -EZ, 990-N, or 990 -PF by the 15th day of the fifth month after
the end of your annual accounting period. IRC Section 6033(j) provides
that, if you don't file a required annual information return or notice
for three consecutive years, Your exempt status will be automatically
revoked on the filing due date of the third required return or notice.
For tax forms, instructions, and publications, visit www.irs.gov or
call 1 -800 -TAX -FORM (1-800-829-3676).
If you have questions, call 1-877-829-5500 between 8 a.m. and 5 p.m.,
local time, Monday through Friday (Alaska and Hawaii follow Pacific
Time).
CASCADE SCHOOL OF MUSIC
200 NW PACIFIC PARK LN
BEND OR 97703
0248254921
Aug. 17, 2017 LTR 4168C 0
03-0409118 000000 00
00017059
Sincerely yours,
Kim A. Billups, Operations Manager
Accounts Management Operations 1
I
1
I
I
I
Cascade School Of Music
FY 17/18 Final - FY 18/19 Budget Approved
Final Actuals
Previous Budget
Budget Approved
Income
4100 Fundraising Revenue
4110 Corporate Sponsors
4113 Corporate Sponsors - Unrestricted 2,500.00
4115 Corporate Sponsors • Restricted 7,500.00 20,000.00 10,000.00
Total 4110 Corporate Sponsors $ 10,000.00 $ 20,000.00 $ 20,000.00
4120 Grants 40.000,00
4125 Grant Income - Restricted 83,900.00 150,000.00
Total 4120 Grants $ 83,900.00 $ 40,000.00 $ 150,000.00
4130 Individual Donations 84,000.00
4133 Individual Donations - Unrestricted 36,254.96 40,000.00
4135 Individual Donations- Restricted 17,641.94 40,000.00
Total 4130 Individual Donations $ 53,896.90 $ 84,000.00 $ 80,000.00
4140 ConcertfWorkshop/Event 51,267.90 50,000.00 60,000.00
4143 Ticket Sales 10,370.44 12,000.00
Total 4140 Concert/Workshop/Event $ 61,638.34 $ 50,000.00 $ 72,000.00
Total 4100 Fundraising Revenue $ 209,435.24 $ 194,000.00 $ 322,000.00
4200 Raffle 4,368.88 8,000.00
4300 Program Revenue
4310 Tuition 153,778.53 150,000.00 155,000.00 $215k possible @ 40% increase
4320 Private Lessons 312,353.40 285,000.00 315,000.00 $437K possible @ 40% increase
4330 Book Sales 366.50 800.00 300.00
4340 Sublet Income 1,035.00 1,000.00 1,000.00 possible increase in new bldg
4350 lnstrument Rentals 910.98 300.00 1,000.00
4360 Workshops 150.00 0.00
Total 4300 Program Revenue $ 468,594,41 $ 437,100.00 $ 472,300.00
4400 Miscellaneous Income 2,809.10 1,000.00
4500 Sales of Product Income 430.00 400.00
Total income $ 685,637.63 $ 631,100.00 $ 803,700.00
Gross Profit $ 685,637.63 $ 631,100.00 $ 803,700.00
Expenses
6100 Fundraising Expenses
6103 Advertising/Promotional 1,539.33 1,500.00
6105 T-shirts 98.50 250.00
6110 Fundraising Expense 2,648.51 3,000.00
6113 Guest Artists 6,000.00 500.00 0.00
6120 Printing and Reproduction 364.36 350.00
6130 In -House Expense 1,000.00
6132 Fundraising Meals 515.56 500.00
6135 Equipment Rent 153.80 300.00
6140 Supplies 10.69 100.00
6150 Gift of Music 11,828.80 10,000.00 10,000.00
6155 Crescendo Bendo 2,498.36 3,500.00 3,500.00
10,000.00
Notes
add USBank/ BoA
$190k target
add'I donations for bldg
$186k possible @ 40% increase
17.2% increase
6170 Fundraising Event - Other
Total 6100 Fundraising Expenses
6200 Office Expenses
6215 Merchant Service Fees
6230 Fees and Dues
6240 Insurance
6245 Office Supplies
6250 Postage and Delivery
6265 Telephone / Internet
Total 6200 Office Expenses
6300 Personnel Expenses
6310 Independent Contractors
6312 instructors (Payroll)
6315 Faculty Meetings / Training
6317 Faculty Meals
6320 Recruiting / Outreach
6329 Registrar
6330 Program Coordinator
6331 Office Support
6332 Director - Development
6335 Director - Executive
6336 Benefits
6340 Payroll Taxes
6342 Workers Comp
6343 Payroll Fees - Direct Deposit
6344 Faculty Reimbursements
Total 6300 Personnel Expenses
6400 Program Expenses
6405 Advertising 1 Promotion
6407 Brochure
6415 ED Training
6425 Maintenance / Custodian
6426 Miscellaneous Expense
6435 Rent
6440 Program Meals
6445 Sheet Music
6450 KM Materials
6480 Utilities
6485 Classroom Materials
6495 Recital Expense
Total 6400 Program Expenses
6500 Professional Services
6505 Legal & Accounting Fees
6515 Other Professional Services
Total 6500 Professional Services
7100 Capital Outlay
7120 Instruments / Equipment
7125 Office Equipment
3,617.69 200.00 200.00
$ 29,275.60 $
13,856.91
4,674.60
963.43
5,532.34
153.75
1,672.74
15,200.00 $
11,000.00
8,000.00
4,100.00
4,000.00
250.00
1,500.00
19,700.00
14,000.00
1,500.00
2,000.00
5,500.00
200.00
1,700.00
$ 26,853.77 $
1,799.00
303,443.92
35.26
274.65
5,456.30
35,177.75
2,550.00
13,161.68
33,611.08
58,189.09
16,145.14
44,621.52
1,591.34
960.00
434.91
28,850.00 $
1,500.00
296,000.00
500.00
200.00
40,000.00
20,000.00
40,000.00
50,000.00
13,200.00
42,500.00
1,000.00
425.00
24,900.00
'f,500.00
305,000.00
' 100.00
300.00
2,500.00
40,000.00
10,000.00
20,000.00
50,000.00
73,689.15
18,495.00
63,000.00
0.00
700.00
250,00
$ 517,451.64 $ 505,325.00 $ 585,534.15
15,426.94
535.77
5,673.07
821.74
32,766.41
366.36
3.95
5,319.58
6,73313
4,834.77
1,940.93
17,000.00
500.00
5,000.00
30,000.00
9,000.00
5,500.00
2,000.00
500.00
11,500.00
5,500.00
5,500.00
82,586.00
350.00
10.00
5,500.00
17,781.00
3,500.00
1,300.00
$ 74,422.65 $
16,359.91
475.00
69,500.00 $
7,500.00
133,527.00
10,000.00
$ 16,834.91 $
7,500.00 $
10,000.00
9,902.92 3,700.00
2,586.54 3,000.00
FIB to be explored
new quote not received yet
will increase with new bldg
Carly Marunowski
Meagan Iverson
Eric Phillips plus any add'I help
Kate Hanni new salary 7/1/18
includes $8689.14 Trish PTO
$7,712.50x 10mo
1665.9x 10mo
Jones & Roth, MyPaySolutions
7137 Tenant Improvements 2,500.00 20,000.00 low estimate
Total 7100 Capital Outlay $ 12,489.46 $ 2,500.00 $ 26,700.00
Customer Refunds 148.00 2,000.00 $ 200.00
Reimbursements 0.00 0.00
Total Expenses $ 677,476.03 $ 630,875.00 $ 800,561.15
Net Operating Income $ 8,161.60 $ 225.00 $ 3,138.85
Other Income
8001 Interest Income 12.85
8005 Dividend Income 548.00
8020 In Kind Donations 18,083.00
Total Other Income $ 18,643.85 $ 0.00 $ 0.00
Net Other Income $ 18,643.85 $ 0.00 $ 0.00
Net Income $ 26,805.45 $ 225.00 $ 3,138.85
BOARD OF DIRECTORS
Melissa Barnes Dholakia, Board Chair: Melissa Barnes Dholakia is founder of MBD Partners, supporting new and existing
charter schools and small districts in the areas of school design, goal setting, monitoring, and performance reporting. She
works with new schools to design their educational program, mission -based business plan, and accountability measures. She
also works with existing schools and small districts in refining their work in each of these areas. Prior to this, Melissa helped to
build Lighthouse Community Charter Public Schools in East Oakland, where she served as co -Director for ten years. LCCPS
operates two K-12 schools, supporting traditionally underserved students in achieving the college and career of their choice.
Melissa earned her BA from Whitman College, MA from University of Oregon, and was a 2002 New Leaders for New Schools
Fellow.
Steve Kaisner, Board Secretary: Steve Kaisner holds a BS in Computer Science from the University of Illinois' College of
Engineering. Along with his wife Heather and two daughters, Steve found his way from Portland to Bend in 2007. Even though
he holds regular office hours as a full-time telecommuter, Steve always appreciates the opportunity for a lunchtime bike ride
and the additional family time that comes with working from home. His oldest daughter shows promise as a violinist thanks to
the Cascade School of Music while his younger daughter is still finding her musical groove. Mr. Kaisner's own musical
experience, aside from a grade school attempt at piano, is limited to appreciation
Christian Malone, Attorney at Law & Treasurer: Christian picked up the guitar in high school and has enjoyed the continuous
pursuit to grow from mere player to musician ever since. He enjoys all types of music, but is especially fond of electric blues
and old school rock 'n' roll. Christian moved to Bend in 2008 for its quality of life and outdoor recreational amenities. In
addition to enjoying music, Christian and his family like to hike, snowshoe, and mountain bike the local trails. Christian
obtained his law degree from Willamette University and focuses his local practice on civil and criminal litigation. He currently
serves in the Oregon State Bar's House of Delegates.
Kip Gladder, Board Member Kip received his B.A. in Education at Washington State University, his M.S in School Administration
at Portland State University, and his Ph.D in Educational Leadership at the University of Oregon. After teaching for 7 years he
was an elementary school principal for 24 years. He has also taught graduate level classes in Educational Administration at PSU,
Lewis & Clark, UO and initiated and chaired a Masters in School Administration program with the University of Phoenix. Having
worked in schools that had strong string and band programs for young people, Kip is dedicated to helping promote those
experiences for Bend area youth. He has taken beginning classes at Cascade School of Music and is a fledgling guitar student.
Rick Stilson, Board of Directors: Rick Stilson is the father to five awesome little musicians and spends many weekends at drum
and piano performances for Cascade School of Music. He has a degree in Economics from UC Davis and over sixteen years of
experience in commercial and custom home construction. He is currently the President of Stilson Builders, Inc. He is passionate
about family time and has coached over twenty five youth teams over the years. Rick loves ultra trail running and gets many of
his miles in while running with his wife or chasing his kids on their mountain bikes. His other passions include snowboarding,
craft coffee, and the lofty idea that he would have enough free time in his week to grab a beer with a buddy.
Dahniel Ferris, Board Member: Dahniel works for First Interstate Bank (FIB) here in Bend at the South branch. She is
appreciative that FIB puts a high priority on volunteering in the communities it serves. She grew up with her father's music in
the home, and especially on long car rides. The family didn't go anywhere without a guitar. It's not just a youth full of music
that makes her passionate about Cascade School of Music. She is lucky enough to be the mother of two very musically talented
daughters. Her youngest taught herself how to play piano by "earing out" songs she heard on the radio. Having the talent to
play and compose music continues to be a source of comfort and strength for her. Her eldest daughter has the voice of an
angel and loves to play the mandolin and dulcimer. Both girls know that the quickest way to make mom tear up is to put on a
musical talent show) Dahniel has seen and experienced the way music can influence, even change, lives for the better, which is
why she is honored to serve on this Board and Finance Committee.
Brooke Walton, Board Member: Studied Political Science at the University of Oregon and shortly after graduating moved to Bend,
OR. My husband Paul moved a few months later where we worked on growing our first company, Rhinotronix. A year or so
later we started another company Qunizon's in Coos Bay, OR. After our first daughter was born, we moved to the coast to take
over the management of our sandwich shop and sold both businesses in 2007. I then worked at the North Bend Airport (did I
mention I am a commercial, multi -engine and instrument rated pilot?) where I managed one of the local FBOs and ran the
dispatch department for the air ambulance company based there. That was when I got involved with the Bay Area Chamber of
Commerce representing Coos Bay, North Bend and Charleston. In 2013 I was voted President of the chamber, and formed an
Education Committee in an effort to bridge the gap between local business and our schools. I also worked with Southwest
Oregon Community College in an effort to bring their business student into their business community. The result was the
Junior Chamber of Commerce. Meanwhile, I was also serving on the Budget Committee for the City of North Bend and formed
a non-profit organization called Boost Southwest Oregon which was a grass roots platform to have local voices heard in
regards to local economic development projects on the local, state and federal levels.
When I passed the Cascade School of Music after moving back to Bend about a year ago, 1 originally looked at the school so
that my daughters could continue to play the instruments they love (violin and guitar) and I wanted to start playing the piano
again (that was the fist instrument I learned and played it for 7 years before sports got in the way). Being able to serve on this
board is not only exciting, but its an organization that encompasses all of my past skills and expertise in one way or another. l
couldn't be more proud of the fact that I get the opportunity to serve on this board and help this school grow and move forward
with the amazing staff and faculty that clearly share the same enthusiasm as I do.
Louann Thomas, Clinical Chemist and Board Member: Louann holds a BS from Pacific Lutheran University in
Tacoma, Washington and initially worked as a Medical Technologist/Clinical Chemist. Later she joined the
healthcare computer industry and was Vice President of Customer Service and Strategic Planning. She enjoys
music of all kinds and as a child played the violin and piano but now prefers to listen and enjoy. She and her
husband moved to Bend in 1996 and have seen quite a change in the community over the years. Louann has been
involved in many of Bend's community activities: Chair of the Bend Development Board, Central Oregon
Symphony Board in various positions, Arts Central Board, President of the local chapter of Quota International,
tournament chair of the Three Sisters Open Golf tournament, President of Awbrey Glen Women's Golf
Association, and an active member of Grace First Lutheran Church serving as Chair of Capital Funding and
Endowments. To relax, she enjoys a friendly game of golf, travelling the world, duplicate bridge, Mah Jongg, hiking
in the Cascades and making pine needle baskets incorporating artifacts into her baskets found while hiking.
Louann has been a long-time supporter of the Cascade School of Music and is delighted to be a part of this vibrant
organization that plays such an important role in our community for musicians of all ages.
Margaret "Maggie" Jackson, Board Member: Is a Central Oregonian who Is a talented performance musician that
performs in and around Central Oregon. "Maggie" as people know her is dedicated to bringing music and music
education to all Central Oregonians of every socio-economic status.
Don Stevens, Architect and Board Member: Don is a new Board Member of CSM. Previous non-profit board
experiences in Central Oregon include the Ronald McDonald House, Mt. Bachelor Rotary Club and the City Club of
Central Oregon. Don received a BS in Architecture from the University of Cincinnati, a Masters in Architecture
from the University of Pennsylvania and spent a year as a Fulbright Scholar in Denmark researching Danish school
design. Following the Fulbright year, Don returned to his Alma Mater, U of Cincinnati, where he taught
architectural design for 15 years as a tenured Associate Professor. This teaching experience included, among other
duties, lecturing on architectural acoustics. This knowledge of acoustics was basic in his practice as an architect in
his designs for theaters and schools with music departments. The most recent success was the design of the
Madras Performing Arts Center.
Judy Heck - Honorary Chairperson and Boardmember: Judy Heck has retired from careers in Telecommunications
Marketing and Sales Training, Marketing Consulting, and unused Copper cable recovery and recycling. She enjoys
writing autobiographical short stories, painting, singing and songwriting, along with golf, hiking and bicycling. She
has been an intermittent student and member of CSM's Board since 2006, and is a great believer in the value of
music in our lives, having studied the research on human performance and engagement with music. In 2008, she
recorded a CD of ballads and old jazz standards with a group of Bend's great musicians^' Michael Scott, David
Ingraham, and Michelle Van Handel. In 2011, she wrote and recorded 8 original songs and recorded with Michael
Scott, Andy Armer and Georges Bouhey, with the assistance of Michelle Van Handel in arranging and producing.
This would not have been possible without CSM! She is committed to helping to helping CSM's incredible and
professional staff and Board to bring music making to everyone who desires it. She and her husband Gary were
the largest single donor at 2018 The Gift of Music!
Advisory Board for Cascade School of Music
Marney Smith - Director Les Schwab Amphitheatre, mother and Bend, Oregon native, also Secretary at
Bill Smith Enterprises.
Chris Schroeder Fain - Wealth Management and Board Member: Chris has been in the financial
services industry since 1985. She has lived in Central Oregon since 1979 and has been very active in the
community. Chris focuses on assisting high net worth women, women entrepreneurs and women who
have unique issues such as divorce, or loss of a loved one as well as Family Trusts.
Dave Bourke — Was Board member, now Advisory Board, from in Austin Tx where he started HAAM
2005, nonprofit organization that provided over 52000 healthcare appointments for area musicians.
Bob Dickey — President and CEO of Gannett since company's separation in 2015. Was president of
Gannett US Publishing Division, he oversaw 92 daily newspapers and their associated digital assets for
approx. 400 non -daily products.
Cristy Lanfri — One of Central Oregon's most generous supporters of the arts. She help start Arts In
Public Places, Served as President of High Desert Museum Board, is currently serving as President of
Caldera Arts Center in Sisters, been a supporter of almost every Arts organization in our community and
for children's organizations and education in our community at all levels.
Cate O'Hagen — Executive Director of Arts Central and also serves on Arts In Public Places and is very
responsible for the arts development to the level it is in our community over the past years.
Sally Russell — 2012 -Current Bend City Council, ED of Cascade Festival of Music 2001-2006, Broken Top
Ltd partnership 1998-2000, Cascade Cycling Classic 1991-1994. Longtime member of Friends of
Columbia Gorge. Community supporter of many of the nonprofits in Central Oregon, including Tower
Theater, Caldera and XC Oregon and so many others.
Kelly Sparks— OSU Development and Strategic Planning — Master Degree at University of Oregon and
also was in Management at Nordstrom in Seattle before joining the University staff.
Lorri Taylor Vice President of Taylor NW LLC, Land Development division is her focus, on such projects
as Shevlin Health and Wellness Center which they just finished. Her and husband, Todd Taylor have
supported so many community projects and nonprofits in our communities over the years in Central
Oregon.
Chris Cochran - originally moved to Bend in 1968. A graduate of Mountain View High School in 1983,
Chris obtained his Bachelor of Business Administration degree from Southern Oregon State College in
1987. He received his Masters of Business Administration (MBA) degree from Portland State University
in 1998. Married for 25 years, Chris has 16 year old twin daughters.
Jim Wetherbee: Astraunaut, Global lecturer, author and drummer! He is a veteran of six Space Shuttle
missions and is the only American to have commanded five spaceflight missions; and Honorary
Member, Musicians' Union, Local 47, American Federation of Musicians, Los Angeles, California; and his
currently working as a drummer.
Key leader's credentials, expertise, and longevity of experience:
Robert Lambeth, Executive Director: A passionate supporter of the arts who holds a Bachelor of Music
from the Conservatory of Music at the University of the Pacific, California, and a Master of Music from
the University of Colorado, Boulder. He has over 25 years of experience working with non-profit arts
organizations and corporate finance in the United States and United Kingdom, most recently as the
Executive Director of the Hawaii International Film Festival (HIFF). Prior to HIFF, Robert was a Local
Director for Lloyds Banking Group in London and a District Manager for U.S. Bank in Portland, OR and
Vancouver, WA. After such a grand adventure, Robert is thrilled to be back in Oregon with his family,
which includes his partner, River, two English Whippets, and his mother, Laura Jane.
Carly Moritz, Registrar: joined the team in November 2016. Previously, she acted as the Assistant
Registrar at the University of Minnesota Duluth, her alma mater, where she earned a Bachelor of
Applied Science degree in Psychology and minors in Writing & Communication Studies and Cultural
Studies. Carly recognizes the value of the arts and finds satisfaction in applying her registrar experience
in support of the faculty members, students, and families who make the school possible. When away
from the office, she enjoys traveling, recreating outdoors, visiting museums, and reading.The Board of
Directors has now approved the hiring of a permanent Development Director and one Admin to assist
the Registrar and Director with fundraising/grant writing and other tasks.
Kate Hanni, Development Director/former Board Member: She received a Certificate of Completion
from Dick Grove School of Music in 1984 for Jazz Keyboard Performance, and has 7 years
undergraduate education majoring in music, minor in psychology. She is also known as the woman who
founded and directed the Airline Passengers' Bill of Rights organization known as FlyersRights.org:
2007-2013. Kate has testified 7 times before Congress, was appointed to a Federal Department of
Transportation taskforce by President George Bush and re -appointed by President Obama; eventually
achieving the coveted "tarmac delay rules" that protect the flying public. Kate and her husband Tim
Hanni, MW have been on several music related boards including the Napa Valley Symphony (12 years)
and helped create the Napa Valley Youth Symphony and musical programs for tiny tots. Their
participation was fundraising for children's music education, grant writing and bringing in key partners
to see that the diverse population of Napa Valley was served with music education and performance
opportunities for all regardless of economic status.
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to judithu(u?dcsclwtcs.org no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Dana Whitelaw
Organization Name:
Address:
City:
High Desert Museum
59800 South Hwy 97
IBend
Telephone Number:
Email Address:
Certification:
State:
Oregon
Zip Code:
97702
541-382-4754, Ext 326
dwhitelaw@highdesertmuseum.org
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name: -1Pall4a \A-)
Title: xe
Date: /43/1
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High Desert Museum
Deschutes County Art & Culture Grant Program Narrative
Organization History, Mission, & Programs
Don Kerr founded the High Desert Museum in 1976 on the belief that museums should be
collections of unique experiences, repositories of memories and places of discovery for visitors
of all ages. Our mission is to explore the High Desert's unique landscape, cultures, wildlife,
history and arts, connecting our visitors to the past and helping them discover their role in the
present and responsibility to the future. Interdisciplinary exhibitions and programs bring
together cultural history, natural resources and art to convey a more comprehensive
understanding of the High Desert region. On our 135 forested acres, our 187,000 annual visitors
can watch a porcupine eat watermelon, feel a bird of prey fly overhead, wash clothes on a 1904
living history ranch, discover Plateau Indian art and culture, and explore the ecological and
cultural diversity of the region through powerful works of art. We are accredited by the
American Alliance of Museums, and in 2016, we became a Smithsonian Affiliate, granting us
access to their resources, curatorial expertise and extensive collections.
In recognition of the Museum's service to our community, the Institute of Museum and Library
Services recently named us a finalist for a National Medal—the highest honor in the nation for
museums. We continually seek ways to enhance our community. Through targeted access
initiatives, we strive to ensure all residents of Central Oregon can enrich their lives through arts
and cultural experiences. Last year, over 13,200 visitors enjoyed the Museum for free or at a
reduced rate. We are a National Endowment for the Arts Blue Star Museum—offer free
admission to active duty military personnel and their families during the summer. Museum &
Me enables visitors with disabilities to visit after hours at no cost. Through the Institute of
Museum and Library Services Museums for All initiative, families with an electronic benefit
transfer card can visit the Museum at a reduced rate. We also offer two free days a year for
seniors and the general public, and free passes are available at libraries and social service
organizations.
The Museum is building internal cultural competency to make our institution more inclusive of
diverse perspectives and cultures. Strategic steps, such as establishing regular staff trainings
and an organization wide shared vision around diversity, equity, access and inclusion, and
building meaningful relationships with other organizations are helping us achieve this goal. For
example, an Institute of Museum and Library Services funded collaborative project with the
Museum At Warm Springs, Weaving Stories, is enabling both museums to increase staff
capacity to convey Indigenous perspectives to broad audiences.
From exhibitions and educational programs to outreach initiatives, art is embedded throughout
the Museum's interdisciplinary programming. For example, last spring, we hosted the
exhibition, Blake Little: Photographs from the Gay Rodeo, which used art to highlight the
community created through the gay rodeo circuit and challenge traditional understandings of
western culture. In partnership with At Liberty, we opened the exhibition, Land, Light and Life:
Nature through the Eyes of Artists, in downtown Bend. The exhibition was free to the public and
engaged new audiences in the Museum's art programs.
Through the addition of a Curator of Art and Community Engagement position and plans for a
new art gallery, we are actively working to expand our art programming and advance
opportunities for innovative art experiences in the region. Last April, we hosted a three-day
workshop for artists commissioned to create artwork for our upcoming exhibition, Water in the
West. This workshop brought together visual artist Ka'ila Farrell -Smith, spoken word artist
Jason Graham, composer Dana Reason and multimedia arts collaborative Harmonic Laboratory,
enabling them to explore historic and contemporary water issues with scientists and cultural
experts and advancing their ability to use the arts to engage broad audiences in complex issues.
A $100,000 Oregon Community Foundation Creative Heights grant is supporting this project,
and the exhibition will open in April 2019.
Organization Leadership and Structure
The Museum's board of trustees consists of 26 members, whose multidisciplinary expertise
includes law, finance, nonprofit management, education, forestry, and art. Board members
meet quarterly, serve on one of five committees, align our mission and strategic plan with
fundraising goals, and contribute financially to the Museum.
A well-qualified leadership team effectively manages the Museum. Executive Director, Dana
Whitelaw, holds a Ph.D. in Anthropology and has over 20 years of experience developing and
managing educational programs and organizations. In her four years as Executive Director, she
has coordinated revenue growth, expanded the Museum's programming, and established
several capacity building initiatives. Director of Programs, Christina Cid, has a Ph.D. in Science
Education and over 15 years' experience in informal education. She recently led an IMLS funded
study to better understand how to engage rural families in STEAM (Science, Technology,
Engineering, Art and Math) fields through the art form of storytelling. Director of Development,
Heather Vihstadt, has a Masters in Nonprofit Management. She is diversifying the Museum's
revenue through a more active planned giving initiative and growing the Museum's donor base.
Director of Finance & Operations, Carmen Melamed, has over 10 years' experience in finance.
She has instituted changes to the Museum's cafe, store and events that increased earned
revenue and established a new Museum -wide technology system.
The Museum's Strategic Plan outlines five goals that guide the Museum's programming: amaze
visitors with meaningful experiences, inspire stewardship and sense of place, engage new
audiences, ensure future financial stability, and build leadership for the 21st century. Museum
leadership assess progress toward these goals through several outcomes, including maintaining
the Changing Exhibit Initiative by opening at least nine new exhibitions each year, sustaining a
high level of visitor satisfaction, and engaging broad audiences. The Museum is successfully
achieving these outcomes. Since establishing the initiative in 2008, attendance has increased by
43%—reaching 187,457 last year. Our programs consistently receive positive visitor feedback.
One visitor described the Museum as an "educational experience wrapped in fun and
interactive experiences," while another stated: "1 love all the artwork and sculptures as well as
learning about the different desert environments."
Program Overview
We respectfully request $5,000 from the Deschutes County Art and Culture Grant Program to
support Little Wonders, which provides low-income families in Deschutes County with access to
inspiring art and cultural opportunities with a free family membership at the Museum.
Program Goals and Objectives
Through free memberships to Head Start families, Little Wonders seeks to make engaging arts
and cultural experiences available to low-income families and help reduce the opportunity gap
in Deschutes County. According to a 2017 report by the Oregon Community Foundation, the
opportunity gap in Oregon has widened in recent years. More than one in five Oregon children
live in poverty, and children from low-income families lack the same set of opportunities
enjoyed by children from higher income families, increasing the likelihood that these children
will remain low-income as adults.
The opportunity gap begins early. Two-thirds of Oregon's low-income children do not attend
preschool, and economically disadvantaged kindergartners in Oregon could only name 14
letters on average, compared to 19 letters for all kindergartners. Gaps in achievement and
opportunities have a long-term impact on children from low-income families, and in some
cases, these gaps are worse in rural counties because there are fewer services and enrichment
opportunities to help these children succeed. (Source: The Oregon Community Foundation,
"Toward a Thriving Future: Closing the Opportunity Gap for Oregon's Kids," 2017).
Little Wonders provides valuable arts and cultural experiences that help to close this
opportunity gap in Deschutes County. The program has three main objectives: 1. Reduce
barriers to arts and cultural experiences; 2. Create an inclusive environment at the Museum;
and 3. Foster a habit of museum going for Head Start families.
Target Population and Geographic Area
Although this program serves Central Oregon, over 80% of Little Wonders families are from
Deschutes County, including Redmond, Bend, and La Pine. Despite a rapidly growing
population, this region remains primarily rural with limited arts and cultural opportunities. The
closest dedicated art museum is in Eugene -130 miles away. As the largest cultural institution
east of the Cascades, the Museum has a unique opportunity to provide innovative art and
cultural experiences not otherwise available. To qualify for Head Start, a family of four's annual
household income must be less than $24,600. Therefore, Little Wonders families represent
some of the most at -risk in our region. Poverty has a significant and long-term impact on
children's cognitive, social, physical and emotional well-being. Families struggling to provide
adequate food, shelter and transportation for their children often have few resources for arts
and cultural opportunities and limited means to travel 130 miles for these experiences.
Impact on Community
By providing access to inspiring, informal learning opportunities, Little Wonders enables
economically disadvantaged, pre-school age children in Central Oregon to explore the world
around them, make self-directed discoveries, and experience valuable time with their families.
According to a 2017 Oregon Community Foundation report, "How the Arts Advance Student
Learning," arts education has a profound impact on students, including raising engagement and
self-esteem, contributing to academic achievement, and improving community engagement.
As museum members, Little Wonders families will gain access to the Museum's broad range of
arts and cultural programs, including changing exhibitions, such as the upcoming Water in the
West exhibition, and special events and programs. In addition, because the Museum frequently
partners with other organizations, such as the Deschutes Public Library and Central Oregon
Community College, Little Wonders families will have greater awareness of and access to
programs throughout Deschutes County.
Enriching the lives of low-income families through arts and cultural experiences will ultimately
enhance the long-term social and economic health of our community by increasing the
likelihood these children will have future success, encouraging healthy family bonds, and
meaningfully connecting economically disadvantaged families to the community.
Program Implementation
Through a partnership with Neighborlmpact, Little Wonders provides free memberships to
Head Start families, enabling them to visit the Museum again and again throughout an entire
year. In addition to admission, we seek to address transportation and social barriers to museum
experiences. Therefore, we also offer families a $10 gas card each time they visit the Museum
and host two Little Wonders family nights each year. By addressing these barriers, we seek to
foster a museum -going habit among these families, furthering the impact of the program.
During these events, children, their families and Head Start teachers have the opportunity to
explore the museum together. In addition, we work with community partners to provide
healthy, quality food for the families.
The Museum's Curator of Education will coordinate with Head Start staff to provide
memberships, organize family nights, and conduct outreach, and the Museum's Member
Relations Manager will enter and track Little Wonders memberships. We are currently exploring
ways we can help Little Wonders families be more involved in the Museum, such as using both
English and Spanish for flyers and other communication and providing more information on
programs during family nights.
Sources of Funding
The total cost of Little Wonders is $48,469. This includes staff time to coordinate memberships,
conduct outreach with Head Start families, organize events, and prepare and distribute food
during events ($3,219), the cost of family memberships ($36,000), gas cards for families
($1,000), food for special event nights ($8,000), and materials ($250). We respectfully request
$5,000 from the Deschutes County Arts and Culture Grant Program to help cover the costs of
memberships for Deschutes County families and costs associated with family nights, including
food and staff time. We have $1,500 secured from MDU Resources Foundation, and requests
pending with the Herbert A. Templeton Foundation ($5,000), Storms Family Foundation
($5,000), and Umpqua Bank Foundation ($4,000). To continue this program, we will seek
funding from a variety of sources, including foundations, corporate sponsors and individual
donors, and supplement the program from the Museum's operating budget.
Partner Agencies
Our partnership with Neighborlmpact enables us to leverage each other's resources to serve
low-income families in our region. We will work closely with Head Start staff to advertise
programs at the Museum and ensure Little Wonders serves the needs of their students and
families.
Performance Measurement
Quantifiable Outputs
1. Provide 360 complementary memberships to Head Start families in Deschutes County.
2. Host two Little Wonders family nights for approximately 1,000 individuals.
3. At least 100 families will make repeat visits to the Museum.
Anticipated Outcomes
1. Reduce barriers to arts and cultural experiences through access to museum experiences. To
assess this outcome, the Museum will track the number of complimentary memberships
provided to Head Start families through our membership database.
2. Help families feel welcomed at the Museum through two Little Wonders family nights. We
will track attendance to these events and collect feedback from participants. In addition, we
will document these events through photographs.
3. Foster a habit of museum going for Head Start families and create opportunities for these
children to make self-directed discoveries, expand their knowledge, and deepen their natural
curiosity, helping to close the opportunity gap in Central Oregon. Instead of a one-time
experience, we aim to ensure Little Wonders provides on-going meaningful learning
opportunities through repeat visits to the Museum. Our new admissions software tracks the
return visits of all Museum members and will enable us to collect data on how many Little
Wonders families are returning to the Museum.
Since beginning the program in the spring of 2016, it has been overwhelmingly successful. To
date, we have provided 823 family memberships and reached approximately 2,500 individuals.
These experiences have made a significant impact on some of the most at -risk families in
Central Oregon, providing inspiring learning opportunities to pre-school age children and
fostering healthy family relationships. One grandmother commented: "1 think the program is
wonderful. It gets the little ones out, gets the parents out, gets the grandparents out."
Financial Impact
Little Wonders is a long-term investment in the local economy. It provides important arts and
cultural education to children from low-income families that will help improve their financial
success later in life. According to a 2015 ECONorthwest report, if the achievement gap in
Oregon had been eliminated in 2003, economic activity in Oregon would have been $1.9 billion
higher in 2013. Economists and sociologists agree that investment in early education has the
highest rate of return in reducing poverty because it significantly boosts cognitive development.
By investing in Little Wonders, we can help close the opportunity gap in Deschutes County and
ensure all families in our region can enrich their lives through art and cultural experiences.
.( S\ IRS >7iporlm0ul cJ'(1 o Ttcaeury
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035725
OGDEN UT 84201-0038
MARGARET LEE
59800 S HWY 97
BEND OR 97702-7962
In reply refer to: 0437672883
Mar. 05, 2012 LTR 4170C 0
51-0179336 000000 00
00046753
BODC: TE
Person to Contact: Mrs Sheffield
Toll Free Telephone Number: 1-877-829-5500
Dear Taxpayer:
This is in response to your request of Feb. 23, 2012, regarding the
tax-exempt status of The High Desert Museum.
Our records indicate that a determination letter was issued in
February 1976, granting this organization exemption from Federal
income tax under section 501(.c)(3) of the Internal Revenue Code.
Our records also indicate this organization is not a private
foundation within the meaning of section 509(a) of the Code because
it is described in section 509(a)(2).
Donors may deduct contributions to this organization as provided in
section 170 of the Code. Bequests, legacies, devises, transfers, or
gifts to the organization or for its use are deductible for Federal
estate and gift tax purposes if they meet the applicable provisions
of sections 2055, 2106, and 2522 of the Code.
Please refer to our website www.irs.gov/eo for information regarding
filing requirements. Specifically, section 6033(j) of the Code
provides that failure to file an annual information return for three
consecutive years results in revocation of tax-exempt status as of
the filing due date of the third return for organizations required to
file. We will publish a list of organizations whose tax-exempt
status was revoked under section 6033(j) of the Code on our website
beginning in early 2011.
If you have any questions, please call us at the telephone number
shown above.
MARGARET LEE
59800 S HWV 97
BEND OR 97702-7962
0437672883
Mar. 05, 2012 LTR 4170C 0
51-0179336 000000 00
00046754
Sincerely yours,
Sharon Davies
Accounts Management I
High Desert Museum
Operating Budget Fiscal Year 2019 (July 1, 2018 -June 30, 2019)
Revenue
Contributed
Cash Donations
$34,500
Individual Contributions
$531,309
Business Contributions
$120,000
Annual Appeal Contributions
$16,100
Legacies and Bequests
$17,000
In -Kind Professional Services & Goods
$84,146
Grants -All Other
$62,561
Grants -Federal
$83,932
Grants -Foundation
$109,000
Funds Released From Temp Restricted
$295,657
Total Contributed
$1,354,205
Earned Revenue
Adminssion Revenue
$1,221,013
Membership Dues
$359,971
Education Class & Camp Fees
$130,174
Program Sales
$74,532
Non Program Sales
$13,300
Interest-Savings/Short Term Inv & Securities
$14,900
Event Rental Fees & Beverage Sales
$89,100
Endowment Distribution
$121,137
Museums Store Sales
$496,950
Museum Cafe & Consession Sales
$326,543
Total Earned Revenue
$2,847,620
Special Events
HDR- Net
$247,307
Vulture Venture- Net
$9,500
Total Special Events
$256,807
Total Revenue & Support
$4,458,632
Expenses
Cost of Goods Sold
COGS - Store & Store Shrinkage
$223,137
COGS Store Consignments
$11,935
COGS Event Beverage Sales
$6,630
COGS Cafe
$101,938
COGS Cafe Alcohol
$2,640
Total Cost of Goods Sold
$346,280
Wage and Benefits
Salaries and Wages
$2,123,739
403(b) Matching Contributions
$48,371
Employee Insurance Benefits
$247,919
MERP Employee Reimbursement
$8,000
Payroll Taxes
$161,713
Workers Comp Insurance
$23,106
Total Wage and Benefits
$2,612,848
Operating Expenses
Advertising Expenses & In -Kind
$185,926
Bank & Credit Card Fees
$59,976
Books, Subscriptions, & Reference
$1,325
Collections Maintenance & Purchases
$2,150
Computer Systems, Apps & Equipment
$46,472
Contract Services (includes Honoraria)
$174,782
Endowment Distribution & Investment Management Fee
$24,527
Equipment Expense & Rentals
$15,046
Exhibit & Program Rental Fees
$35,550
Exhibit Materials
$36,500
Fundraising & Promotional Exp
$6,530
General Liability Insurance
$125,280
Maintenance & Landscaping/Grounds
$94,326
Meetings & Entertainment expense
$13,633
Membership Dues - Organization
$13,409
Outside Computer Services
$26,534
Permits, Licenses & Fees
$3,525
Postage & Shipping
$39,237
Printing and Copying
$44,924
Production Costs
$13,000
Professional Fees
$19,500
Professional & Staff Development
$49,160
Program Operating Costs
$33,774
Property Taxes
$400
Security Expenses
$9,600
Staff Recruitment
$6,000
Supplies & Materials
$39,605
Telephone & Internet
$16,906
Travel & Mileage
$30,921
Unemployment Claims Paid
$6,000
Utilities
$203,400
Vehicle Maintenance
$4,500
Wildlife Feed & Supplies/Medical Costs
$30,000
Total Operating Expenses
$1,412,418
Total Expenses
$4,371,546
I
Net Income
$87,086
High Desert Museum
Little Wonders Budget, Fiscal Year 2019 (July 1, 2018 -June 30, 2019)
Revenue
Deschutes County Arts & Culture Grant Program (this request)
$5,000
MDU Resources Foundation (secured)
$1,500
Umpqua Bank Foundation (pending)
$4,000
Herbert A. Templeton Foundation (pending)
$5,000
Storms Family Foundation (pending)
$5,000
Corporate Sponsorships (planned)
$2,000
HDM Allocation
$25,969
Total Revenue
$48,469
Expenses
Personnel
HDM Curator of Education to coordinate events and outreach with
Neighborlmpact (26 hours x $32.50/hr)
$845
HDM Member Relations Manager for Little Wonders membership
coordination (25 hours x $21.25/hr)
$531
Director of Programs for program oversight (12 hours x $49.37/hr)
$592
HDM Staff for event support & planning; preparing & distributing food (5
staff members x 10 hours x $25/hr avg)
$1,250
Other
Memberships (400 families x $90)
$36,000
Transportation ($10 gas cards)
$1,000
Food for special event nights
$8,000
Materials (printing & postage)
$250
Total Expenses
$48,469
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Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(0(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
e. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to ji.1,31i_ >.?' ; no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Suzy Olsen
Organization Name:'
Address:
City:
Deschutes Public Library Foundation
P. 0. Box 963
Bend
Telephone Number:
Email Address:
Certification:
State:
OR
Zip Code:
97709
(541) 312-1027
admin@dplfoundation.org
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(e)(3) tax-exempt entity.
Signature:
Print Name: 36,?0,6 O `seg
Dve/opiil
Title: t�' �
Date: V P oF d S
Deschutes County Arts & Culture Grant Application
Organization
1. Describe the history of the organization, including the year the organization was established.
The Deschutes Public Library Foundation was founded by forward -thinking community members in 1993 to
provide dependable, sustainable funding that supports and enhances library programs and outreach services
that are not funded through taxes.
2. State the organization's mission, goals, and programs or services provided.
The Deschutes Public Library Foundation raises and manages funds to ensure world-class library programs that
reach and serve all people in Deschutes County. The Foundation is committed to providing a free, accessible,
and inclusive environment so that all Deschutes County residents can reach their full potential. The Foundation
provides funding to support the Library's Summer Reading Program, Early Learning Initiatives, "A Novel Idea"
community read program, and an expanded collection of books, ebooks, music and movies. Through the
Foundation's support, individuals gain access to books, technology resources, early literacy programs, and
cultural programs that build and enrich our communities throughout Deschutes County. The Foundation
supports the following programs:
• The Summer Reading Program offers children, teens, and adults the opportunity to participate in activities
that encourage reading and life-long learning. More than 9,000 children, teens, and adults participate each
year.
• Early Learning Spaces build a foundation that helps young children enter school ready -to -learn by fostering
curiosity and promoting the five early literacy activities: read, play, talk, write, sing/rhyme. The Deschutes
Public Library Foundation secured the funding for the Early Learning Spaces in the East Bend, Downtown
Bend, Redmond, Sisters, and La Pine Libraries.
• "A Novel Idea" is the largest community read program in the state of Oregon and brings thousands of
residents together to share the common bond of reading and discussing one book, as well as participating in
vibrant cultural and literary events. Last year more than 5,000 residents read, discussed, and attended free
cultural and author events at the Library's six branches and at partnering businesses.
• The Author! Author! literary series brings world-class authors to Central Oregon to present and engage
readers. Authors visit high schools and lead workshops and discussions with students. Students are provided
free books. This is the only literary series east of the mountains.
3. Describe the leadership and structure of the organization.
Deschutes Public Library Foundation is governed by a dedicated board of volunteers and a part-time staff
member. The Deschutes Public Library Foundation is the lead agency for "A Novel Idea" and closely
collaborates with Deschutes Public Library to implement the program. The Foundation provides the vision,
leadership and funding for the successful program and Deschutes Public Library provides the dedicated
staffing. Library staff is highly experienced at organizing and implementing cultural and literary events and has
a proven track record of engaging community residents. More than 5,000 people participated in "A Novel
Idea" in 2018. The project director and project coordinator have been with the program since its inception 16
years ago. This experienced team also oversees the creation and distribution of marketing materials—such as
the readers guide, posters, bookmarks, and print and radio ads—as well as the dissemination of information
via the Library's robust eNewsletter and social media platforms.
es pub!,c Ljhrary Foundation
Pzuelof5
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
"A Novel Idea" community read program
2. Indicate the dollar amount requested for a grant.
$4,000
3. Describe the goals and objectives of the proposed initiative.
The goal of the Library Foundation's "A Novel Idea" program is to break down barriers by creating a free and
accessible space for all residents to come together and build community through the shared experience of one
book. "A Novel Idea" increases cultural literacy and an appreciation of arts throughout our region. Its two main
objectives are: 1) to provide free and open access to cultural, artistic, and scholarly programs to all residents
throughout Deschutes County, and 2) to support the work of artists, cultural experts, and scholars within
Deschutes County and Oregon. Every program, including the author event, is free and fully accessible to the
public.
4. Identify the target population which will be served.
"A Novel Idea" serves adults, seniors, and teens throughout Deschutes County in Bend, La Pine, Redmond,
Sisters, and Sunriver. More than 5,000 people are expected to participate in "A Novel Idea" 2019. We include
students and seniors in the program to foster a multi -generational appreciation for culture and scholarly
works. Book discussions with Deschutes Public Library librarians are held at regional senior centers. Teachers
at local high schools and Oregon Youth Challenge receive discussion, materials allowing them to have impactful
and thought-provoking discussions with their students.
Outreach for "A Novel Idea" includes providing free books to local high school students, senior centers, and
Oregon Youth Challenge students as well as free guides and tickets to the author presentation. In 2018, more
than 5,000 teens, adults, and seniors participated in "A Novel Idea" discussions, programs, and events. As the
communities of Central Oregon grow, "A Novel Idea" continues to reach out to new and established
community members seeking to participate in cultural experiences and scholarly programs.
5. Identify the geographic area(s) of Deschutes County which will benefit.
AU residents of Deschutes County will benefit.
6. Describe how the proposed initiative will positively impact the community and complement existing
services currently provided by Deschutes County.
There are very few cultural and literary opportunities that are free and available to all residents in Deschutes
County. "A Novel Idea" breaks down financial and geographical barriers through the creation of free cultural
and scholarly programs that increase cultural literacy and an appreciation of arts throughout our region. It is
the only program of its kind in the region and provides more free access than any other cultural or arts
program in Deschutes County.
Deschutes Public Library Foundation Page 2 of 5
"A Novel Idea" provides an opportunity for people in Deschutes County to experience a variety of cultural
programs, scholarly lectures, and author presentations in an open, free, and fully accessible environment. "A
Novel Idea brings community members together from various socioeconomic, educational, and ethnic
backgrounds and connects us through the sharing of ideas and discussion, while highlighting the importance of
literature in our lives. With 5,000+ people participating in "A Novel Idea" each year, the impact on our
community is far reaching. "A Novel Idea" builds community and common ground for safe discussions
regarding issues that could provoke emotion or differences. And, it provides opportunity for the residents of
Deschutes County to participate in provocative cultural and author programs. The wealth of experts provided
to members in the community is something many local residents would never have the opportunity to
experience.
The Deschutes Public Library has a branch in every town throughout Deschutes County. Community members
know the Library as a welcoming place for all individuals regardless of ethnic background, disability, age,
gender, sexual orientation, or socioeconomic status. The programs, exhibits, discussion groups, and author
presentations for "A Novel Idea" are free and open to all citizens and are ADA compliant. The library rarely sets
an age limit to its programs unless alcohol is being served or the content is too mature.
The library records some of its programs and makes them available online for people to access from home,
work, and in the library at the free computers. Three of the largest libraries have direct public transportation
access in front of the buildings.
7. Describe in detail how the proposed initiative will be implemented.
The 2019 featured novel will be announced to the public in a highly anticipated annual unveiling in December
2018 at the Downtown Bend Library. The community is invited to read the novel over the next few months. In
April 2019 residents of Deschutes County are invited to experience the novel through approximately 25
presentations and events that explore the novel's themes and ideas through film, art, food, lecture, discussion,
and reading. The "A Novel Idea" program culminates with a presentation and discussion by the author in early
May.
8. Describe specifically how the requested funds will be used.
The funds will be used to hire local and regional experts to provide cultural presentations and programs at the
Library's six branches and/or at local venues in Deschutes County.
9. Identify any partner agencies which will collaborate to implement the proposed initiative.
Once the featured novel is selected in the fall of 2018, collaboration occurs with local artists, culinary experts,
musicians, historians, cultural experts, theatres, book sellers, restaurants, and area businesses. Past
community partners have included: Central Oregon Community College, The Bulletin, the Sisters Nugget, OSU-
Cascades, Wabi Sabi, Pauline Springs Books, Herringbone Books, Sunriver Books and Music, Roundabout
Books, McMenamins Old St. Francis School, High Desert Museum, Bend Art Center, and Tin Pan Theater as well
as numerous local artists, writers, and historians.
10. Describe how County funds will be used to leverage other sources of funding to support the proposed
initiative.
County funds will be used as leverage to secure grants from other possible funders such as the Oregon Arts
Commission.
Deschutes Public Ubi y Founi tion
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative (examples:
number of persons in attendance and/or number of classes or events held).
The overall number of Deschutes County residents participating in "A Novel Idea" 2019 is expected to exceed
5,000. In 2019, more than 25 cultural programs will be offered throughout Deschutes County in the months of
April and May. More than 15 book discussions will be held at Deschutes Public Library branches, local
bookstores, the Bend Senior Center, and local high schools.
We measure the project in a variety of ways. The Library's circulation database provides us the number of
times the chosen book was checked out at each Deschutes Public Library branch and provides the number of
readers and in which city they reside. At each cultural, artistic, and author program we count the number of
participants in attendance; we also attain demographic information at those events to understand who is
participating in the programs through a demographic survey. We gather book sales numbers from local book
stores and art galleries, and we keep count of the number of book club kits that we distribute throughout
Deschutes County and the number of participants in each club. "A Novel Idea" project staff, the Library
director, and the Library Foundation Board review the evaluations and statistical findings together.
In 2018, local book stores sold more than 240 copies of the featured novel; copies of the novel circulated the
Library more than 2,000 times; 1,440 people participated in local book clubs and received book club kit
materials; The Bulletin distributed 23,400 readers guides; and the Sisters Nugget distributed 5,100 readers
guides. For the featured author event at Bend High School auditorium, more than 900 residents were in
attendance.
2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and
understanding of the arts or cultural topics).
The desired outcome is to create space for more than 5,000 residents to discuss, understand, and discover the
underlying themes of the novel and to participate in free cultural programs and scholar -led discussions. The
Foundation seeks to promote inclusivity, diversity, and equity throughout Deschutes County. "A Novel Idea" is
a program that builds community through encouraging everyone to read the same novel and then explore it
together through book discussions, cultural programs, art workshops and exhibits, author presentations, and
social media. The cultural programs offered are diverse and far-reaching, thus serving a variety of interests. All
of the programs, art exhibits, and discussions are free for all participants. This allows people from a variety of
backgrounds to come together who might not otherwise meet or hear each other's perspective. Central
Oregon continues to have a large influx of people moving to the area from outside of the region and the state.
By hosting the "A Novel Idea" program each year, we hope to allow new community members, and long-
established community members, to form a common interest and bond. This connection is increasingly
important as our community continues to grow.
"A Novel Idea" strengthens the arts in Deschutes County by partnering with local organizations to develop
programs and workshops for the public and to engage our residents in the creation of art based on the themes
of the novel. Local artists present workshops to raise awareness of art and to provide hands-on activities for
residents to create. Art receptions are held to both raise awareness about the gallery and to display the artists'
work. Library branches display themed artwork (quilts, photographs, paintings) with the artists' statements on
how the selected novel inspired their piece.
Dcschute5 Public Library Foundation Page 4 of
Quality cultural experiences will be available to all Deschutes County residents. The success of the event will be
determined by the following factors: 1) number of participants in attendance; 2) programs that provoke
thoughtful and meaningful discussions; and 3) residents build connections to others in the community.
3. Estimate financial impact to the local economy as a result of the proposed initiative.
Through the "A Novel Idea" program, the Library Foundation supports local printers, publishers, book stores,
hotels, caterers, vineyards, breweries, a videographer, commercial spaces, artists, historians, writers, and
other non-profit agencies. Local printers will be used to print the bookmarks, posters, invitations, and author
event programs. The Bulletin and the Sisters Nugget will be used to print and distribute the reader's guide
throughout the community. Local bookstores such as Herringbone, Roundabout Books, Pauline Springs Books,
Sunriver Books and Music, and Barnes and Noble will sell the featured novel as well as host book discussions.
The sale of the featured novel is expected to be more than 300 books locally.
Hotels are booked for visiting scholars, artists, and the featured author. Caterers are used at the Unveiling
event in December as well as beer and wine from local breweries and vineyards. The featured author reception
is held at a local event space. For the past three years, it has been at the Deschutes Brewery's Mountain Room.
A local professional photographer and videographer are hired to document the programs and featured author
event. Many programs are often held at other non -profits and businesses within Deschutes County such as the
High Desert Museum, Bend Art Center, Tin Pan Theater, McMenamins, and Mantra Indian Kitchen. Not only
does this provide revenue, but it also increases their exposure within the community. Local artists, writers, and
historians are hired to lead cultural programs that are free and fully accessible for the public.
DGsaiui:cs y
Fou or' ttie Page 5 o
INTERNAL REVENUE SERVICE
AISTRICT DIRECTOR,
P. 0. BOX 2508
CINCINNATI,. OH 45201
Date: —APR 0 2 1998
DESCHUTES COUNTY.PUBLIC LIBRARY
"FOUNDATION INC
507 NW WALL ST •
BEND, OR 97701-2607
DEPARTMENT OF THE TREASURY
Employer Identification Number:
94-3178822
DLN:
17053066724028
Contact Person:
D. A. DOWNING•
Contact Telephone Number:
(513) 241-5199
Our Letter Dated:
May 1993
Addendum Applies:
No
Dear Applicant:
This modifies our letter of the above date in which we stated that you
would be treated as an organization that is not a private foundation until the
expiration of your advance ruling period.
Your exempt status under section 501(a) of the Internal Revenue Code as an
organization described in section 501(c)(3) is still in effect. Based on the
information you submitted, we have determined that you are not a private
foundation within the meaning of section 509(a) of the Code because you are an
organization of the type described in section 509(a)(1) and 170(b)(1)(A)(vi).
Grantors and contributors may rely on this determination unless the
Internal Revenue Service publishes notice to the contrary. However, if you
lose your section 509(a)(1) status, a grantor or contributor may not rely on
this determination if he or she was in part responsible for, or was aware of,
the act or failure to act, or the substantial or material change on the part of
the organization that resulted in your loss of such status, or if he or she
acquired knowledge that the Internal Revenue Service had given notice that you
would no longer be classified as a section 509(a)(1) organization.
If we have indicated in the heading of this letter that an addendum
applies, the addendum enclosed is an integral•part of this letter.
Because this letter could help resolve any questions about your private
foundation status, please keep it in your permanent records.
If you have any questions, please contact the person whose name and
telephone number are shown above.
Sincerely yours,
0
District Di
;la,/
tor
Letter 1050 (D0/CG)
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Net Ordinary Income
"A Novel Idea" Project Budget
Income
Total
Income
Expense
1
LDESICHUTES PUBLIC
BRARY
FOUNDATION
Cash In -Kind
Foundations/Grants 16,500
Corporations 9,000 ! 10,000
Individual Contributions 2,500
Friends Groups 7,500 '.
Fundraiser Events (e.g., "A Novel
Idea" unveiling) 200
Earned Income (ticket sales) 0
Author honorarium
Author travel (r/t airfare, hotel)
Cultural programs
Readers' guide, bookmarks,
posters, book club kits
Books/audiobooks/eBooks
.............
Auditorium space for author
presentation
December unveiling event
Donor reception
Photographer
Videographer
35,700 ; 10,000
7,500
1,600
4,000
7,500
10,000
Total
Expenses
10,000
600
2,000
1,500
300
700
35,700 10,000
P.O. Box 963 BEND, OREGON 97709 (541) 312-1027 www.dplfoundation.org
Deschutes Public Library Foundation Board of Directors 2018-2019
President
Nicole Meier
3470 NW Braid Drive, Bend, OR 97703
(541) 390-2235
nrmeier@gmail.com
Affiliations: Freelance writer, blogger and social media consultant.
Years of Service: 3 years
Vice President
Lisa Duggan
1033 NW Farewell Drive
Bend, OR 97703
(541) 410-4879
duggan@bendbroadband.com
Affiliations: Pacific Crest Community Organization; Summit High School parent group; Summit High Booster Club.
Years of Service: 3 years
Treasurer
Brenda Simpson
60340 Chickasaw Way, Bend, OR 97702
(541) 408-7769
bndasimpson@gmail.com
Affiliations: Alliance and Project Manager, Lonza.
Years of Service: 3 years
Secretary
Gretchen Schaffer
19365 Brookside Way, Bend, OR 97702
(541) 350-9292
gretchenlschaffer@gmail.com
Affiliations: Remix Marketing Inc. —Vice President; Big Sky Communications —Director, Client Services; TedEx —Speaker
Coach; Sparrow Clubs —School Organizer; Mt. Bachelor Sports Education Foundation —Ski Race Volunteer,
Years of Service: 2 year
Brian Fleck
2036 NW Perspective Drive
Bend, OR 97703
(541) 312-6506
briansfleck@gmail.com
Affiliation: RBC Wealth Management —Senior Vice President, Financial Advisor.
Years of Service: 2 year
Kim Jackson
2629 NW Three Sisters Drive, Bend, OR 97701
(541) 388-1184 home; (541) 350-1579 cell
4jacks@bendbroadband.com
Affiliation: Bend -La Pine School District -Teacher, School Librarian (retired).
Years of Service: 5 years
Ann Malkin
1832 NW Perspective Drive, Bend, OR 97701
(541) 280-9385
ann.malkin@gmail.com
Affiliations: Bend Research —Communications Director (retired); Deschutes Public Library District Board.
Years of Service: 2 year
Sarah Wuepper
2074 NW Cabot Lake Court, Bend, OR 97703
(503) 975-5968
sefwuepper@yahoo.com
Affiliations: Central Oregon Community College —Mathematics Professor.
Years of Service: 2 year
Deschutes County
Arts .& Culture 'Grant Program
2018-19 Application
Submittal Instructions And Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided,. single-spaced.pages.
3. Attachments: •
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a Letter from the'Internal Revenue
Service (IRS).
b. An operating budget for the organization as a whole. :.
c. An operating budget for the proposed operations, program, project, or activity:.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to iudithu a,deschutes.org no later"than5:00 p.m. on September 28,
2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete_ the following:
Contact Name:
.Jason Stein
Organization Name:
Address:
-City:
Opera Bend
P.O. Box2301
`:Bend
Telephone Number:
Email Address:
Certification:
541-350-9805
State:
OR
.Zip Code:
97709-2301
jason@operabend.org
On behalf ofthe organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only:
5. This organization is in good standing ith the U.S. Internal Revenue Service and is currently designated as a
501(c)(3) tax-exempt en
Signature:
Print Nam;( Jason Stein
Title:
Date:_ September 28.2018
Executive Director
Project Narrative
Organization:
1. OperaBend history: OperaBend began in April 2013. It's first performances were all volunteer
efforts, promoting mostly local talent. It quickly grew and became one of the favorite music
and theatre producing organizations in Central Oregon. In the 2014-2015 season, Les Miserable
at the Tower theatre was sold out for 8 performances resulting in a participant count of
approximately 3300. Also, in the 2014-2015 season, Mozart's The Magic Flute was sold out for 2
performances at COCC's Pinckney Center for the Arts, making the participant count
approximately 550. In the 2015-2016 season, Die Fledermaus had a participant count of roughly
400. In May, 2016 the production of Carmen had a participant count of approximately 3000. In
June, 2016 Via Lactea, A New Opera in English was roughly sold out of 3 performances at the
Tower Theatre, resulting in a participant count of approximately 1,200. At Halloween 2016,
local composer's Ben Larson's Maelstrom, the Zombie Opera playing at COCC's Pinckney Center
for the Arts, had a participant count of approximately 600. In 2017, OperaBend produced
Puccini's La Boheme in March 2017 playing for 2 performances at Ridgeview Performing Arts
Center in Redmond, had a participant count of about 750. Also, in March and April of 2017,
OperaBend was able to take La Boheme on tour to many places in the State of Oregon. La
Boheme was performed in Madras, Hood River, Astoria, Eugene, and Florence, all thanks to a
generous grant from the Oregon Cultural Trust. In 2018, OperaBend produced the musical The
Secret Garden. In addition to the public performances, OperaBend offered a free outreach
performance to a full audience of Ridgeview High school students. The participant count for
The Secret Garden was approximately 1,000.
2. OperaBend Mission Statement/Goals: OperaBend is a Non -Profit Regional Opera Company
located on the stupendous backdrop of the Oregon High Desert. In this dramatic mountain
setting lives a small opera company, dedicating its resources to the theatrical production of fine
vocal works via concerts, scenes and full productions. Mission: Promoting, nurturing and
preserving the Central Oregon tradition of excellence in Opera and Classical Vocal Music.
3. Leadership/Structure of the organization: OperaBend, an all -volunteer run performing arts
group, produces 2 full operas/musicals yearly. In partnership with Central Oregon Community
College, we offer the Opera Production Class each quarter. Additionally, OperaBend engages
numerous performers from Central Oregon's artistic community of choristers, soloists and
theatre professionals. Through the Opera Performance Class offered by COCC, performing
artists, both young and adult, are educated and gain experience in this art form. In keeping
with our mission, we involve local, regional and nationally acclaimed performers and sponsor
master classes. OperaBend consistently engages performers who are currently singing lead
roles with Eugene Opera, Portland Opera, the Portland Opera Young Artist Program, Seattle
Opera and the MET Opera in NYC. OperaBend Artistic Director, Nancy Engebretson, has thirty-
five years of producing, teaching, performing and directing experience, with twenty-two of
those in Central Oregon. In the Children's Music Theatre Group, 2003-2009, she created Central
Oregon's first year-round music and theatre experiences for school age children, highlighted by
full productions of four Broadway musicals, with live orchestra, at Bend's Tower Theatre.
Engebretson also directed the acclaimed and sold -out performances of Mozart's The Magic
Flute in 2015 as well as numerous musicals and opera performances. She was the director for
the World Premiere of Via Lactea, a New Opera in English, and starring Metropolitan Opera
soprano Emily Pulley. Jason Stein, Executive Director has a Master of Science in Management
degree from New York University, and has Management experience with 3 different Non-profit
Oregon companies. Board Member, Richard Doyle, has owned and managed aircraft rental
firms. Board Member, Suzie Hughes is a retired advertising account executive. Board Member,
Dan Glover is a retired undercover police officer.
Project:
1. Project Title: Produce Mozart's Don Giovanni performances for the Central Oregon community.
2. Dollars requested. Deschutes County funding of a $10,000 grant allows OperaBend to reach our
funding goal, thereby fulfilling our mission: Promoting, nurturing and preserving the Central
Oregon tradition of excellence in Opera and Classical Vocal Music. OperaBend seeks funds enabling
it to offer free outreach performances to elementary, middle and high school students and offer
discounted student tickets to the evening performances. As ticket revenues cover less than thirty-
three percent (33%) of our total budget, grants and donations enable us to offer affordable tickets.
3. Goals/Objectives: OperaBend intends to create a fresh, engaging, and stimulating production of
Mozart's Don Giovanni that will appeal to a broad and diverse audience. There will be two
performances on April 5th and April 6th, 2019. OperaBend has provided outreach performances in
Deschutes County in the past, and this production will be slightly different. OperaBend hopes to
have outreach performances in Bend at Summit High School as well as in Redmond at Ridgeview
HS.
4. Target Population: The target audience is students and adults. An important cultural value is the
rare chance to give exposure to children and families of what is possible in the performing arts.
Many rural children see live theatre only through a program such as this. For children who do not
have a strong arts education, this can be an invaluable experience which promotes expanding their
vision of what is possible and seeking out more such opportunities.
5. Geographic area served: For the outreach initiative of Don Giovanni, we intend to perform for
schools in Bend (Summit) and Redmond (Ridgeview). A large part of this project is intended to
reach the underserved population in Deschutes County who do not have access to music and
theatre live performance. OperaBend will have the schools bus their kids into the Summit or
Ridgeview High School Theatre facility during the school day and perform a shortened version of
the opera.
6. Positive Impact: Presenting an opera combines theatre, sometimes dance, costumes, scenery,
lighting, and, most of all, music. According to the New World Encyclopedia, Mozart "was the first
modern psychologist of opera, a master of creating mood, drama and atmosphere in his operatic
works." Even Einstein once said that Mozart's music was "so pure that it seemed to have been
ever-present in the universe, waiting to be discovered by the master." Having a live experience
with one of history's great composers, Mozart, in one of his greatest works, Don Giovanni is
priceless.
7. Implementation. OperaBend will present Mozart's opera Don Giovanni at Summit HS Theatre in
Bend on April 5th and 6th. Participants are 8 regional soloists, and 15 local choristers, Maestro
Michael Gesme, Conductor, and twenty Central Oregon orchestra members and numerous stage
tech etc.
8. Funds use: OperaBend intends to pay for the orchestra and venue with the funds. Orchestra is
typically the largest cost for a production. Depending upon the specific piece, the cost could range
from $7,500 to $10,000. OperaBend hires all local orchestra members, most of whom are Central
Oregon Symphony instrumentalists.
9. Partnerships: Collaborating partners for this project include the Cascade Chorale and Central
Oregon Community College. By performing in Bend, we will continue the awareness of OperaBend
to the community in Deschutes County, have a special outreach performance for students, and
present Don Giovanni, accompanied by a live orchestra under the baton of Michael Gesme,
conductor of the CO Symphony, and the chorus sung by members of the Cascade Chorale provides
vocal, choral, orchestral and theatrical audience experience. For our outreach into schools,
OperaBend partners with teachers all around the school district. OperaBend presents a quick
outreach guide which it sends to teachers in advance so that the story and themes are understood
prior to attending the opera.
10. Leveraging other funds: OperaBend intends to use the Deschutes County Grant as a marketing tool
for gaining corporate and individual donations. Also, in its newspaper and magazine press -releases
and advertising copy, OperaBend will promote the Deschutes County Grant. This will result in more
potential individual donations, as well as ticket sales.
Performance Measurements
1. Quantifiable outputs: OperaBend will be performing Mozart's opera, Don Giovanni, at Summit
HS Theatre in Bend, OR. That theatre holds approximately 600 seats, so the goal is to have an
attendance of 900 between the two performances. We will measure the success by
determining at least 33% of those in attendance were new audience members to OperaBend.
The data is automatically gathered through our ticket provider, Brown Paper Tickets. After the
event is complete we can very simply get a list of all those folks who attended and compare it
to our existing database of audience members.
2. Anticipated outcomes: The intended outcome is to bring a wonderfully rich cultural experience
to Deschutes County residents. Ticket sales will be the clearest indicator of outcome.
Additionally, audience exit reviews and venue staff reviews will provide valuable information
for gauging success. The impact on students would be evident to teachers and parents and can
be measured by interviews with audience, venue staff, and school staff members. This is
accomplished by written and/or oral means. A successful project would inspire continuing and
building upon the learning that this performance will provide. If this project is successful,
OperaBend will endeavor to provide more opportunities of access to live opera and musicals to
Deschutes County.
3. Financial impacts: OperaBend pays for the venue — a Deschutes County school, pays its
orchestra members, pays and houses its out-of-town singers and director, and also pays for
local newspaper marketing. All of these will impact the local economy.
INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date: J U N 03 2014
OPERA BEND
C/0 JASON STEIN
2847 NW FAIRWAY HEIGHTS DR
BEND, OR 97701
DEPARTMENT OF THE TREASURY
Employer Identification Number:
46-2541609
DLN:
17053301314023
Contact Person:
CUSTOMER SERVICE
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31
Public Charity Status:
170 (b) (1) (A) (vi)
Form 990 Required:
Yes
Effective Date of Exemption:
April 1,2013
Contribution Deductibility:
Yes
Addendum Applies:
No
ID# 31954
Dear Applicant:
We are pleased to inform you that upon review of your application for tax
exempt status we have determined that you are exempt from Federal income tax
under section 501(c)(3) of the Internal Revenue Code. Contributions to you are
deductible under section 170 of the Code. You are also qualified to receive
tax deductible bequests, devises, transfers or gifts under section 2055, 2106
or 2522 of the Code. Because this letter could help resolve any questions
regarding your exempt status, you should keep it in your permanent records.
Organizations exempt under section 501(c) (3) of the Code are further classified
as either public charities or private foundations. We determined that you are
a'public charity under the Code section(s) listed in the heading of this
letter.
Please see enclosed Publication 4221 -PC, Compliance Guide for 501(c)(3) Public
Charities, for some helpful information about your responsibilities as an
exempt organization.
Enclosure: Publication 4221 -PC
Sincerely,
Director, Exempt Organizations
Letter 947
Opera Bend EIN 46-2541609
Budget
Year Ending December 31, 2018
Revenues
Actuals Budget for
2017 2018
Gifts, Grants & Contributions Received $ 16,158.71 18,000
Gross Receipts from Admissions and
Services Performed 29,094.86 24,000
Total Revenue $ 45,253.57 42,000
Expenses
Salaries, other compensation 10,132.92 7,000
Professional Fees 17,335.00 12,000
Occupancy, rent, utilities, maintenance 8,502.00 4,500
Printing, publications, postage & Shipping 1,662.51 1,000
Other Expenses
Marketing/Advertising 8,447.84 4,000
Accounting/Payroll Expense 2,696.65 1,000
Office 500.00
IT 1,203.27 1,200
Insurance Expenses 1,313.00 700
Royalties 5,103.70
Travel 2,338.99 1,000
Production - Sets 153.18 300
Production - Costumes 4,993.25 500
State - Fees 200.00 200
Ticket Refunds 384.61
Food 219.85 3,000
Music Rental Expenses 51.94 200
Total Other Expenses 27,606.28
Total Expenses 65,238.71 36,600
Net Income (Loss) (19,985.14) 5,400
Don Giovanni PROJECT BUDGET
Expenses
Royalties and music rental
Staff -Project Specific
Contracted Services -Other
Space/Facility Costs
Materials Supplies
Marketing/Promotion
Other
Total Expenses
Revenue
Earned Revenue (Admissions,
Memberships, Fees for services)
Corporate Support (source)
1. Radio Ads
2. Newspaper Ads
3. COCC
Individual/Community Support
1. Corporate Donors
2. Individual Donors
3. FundRaiser
Applicant Cash -Allocated to the
Project
Bean Foundation Grant
Miller Foundation Grant
Deschutes Grant Request
Total Revenue
Desc.
Dir., SM, Tech.
Singers/Orchestra fees
Sets/Props/Costumes
Insurance
Status (Planned,
Pendine or Confirmed)
Planned
Planned
Planned
Pending
Planned
Planned
Confirmed
Confirmed
Planned
Planned
In -Kind Total
$ 1,000 $ $ 1,000
$ 9,200 $ 1,000 $ 10,200
$ 17,000 $ 1,000 $ 18,000
$ 5,000 $ $ 5,000
$ 7,050 $ 2,250 $ 9,300
$ 9,200 $ 500 $ 9,700
$ 1,000 $ 0 $ 1,000
$ 49,450 $ 4,750 $ 54,200
In -Kind Total
$15,000 $ 15,000
$ $ 1,000 $ 1,000
$ 750 $ 750
$ 3,000 $ 3,000
$ 5,000 $ 5,000
$ 5,000 $ 5,000
$ 2,450 $ 2,450
$ 2,000 $ 2,000
$ 5,000 $ 5,000
$ 5,000 $ 5,000
$10,000 $ 10,000
$49,450 $ 4,750 $ 54,200
OperaBend Board of Directors 2018
Jason Stein, President and Treasurer
Bend, Oregon
Affiliation: Systems engineer for Vertex; Executive Director, OperaBend. Jason's background
includes both performing and directing/producing musicals and operas. He has performed
many lead roles with theatre and opera companies in Oregon, Colorado, New York and New
Jersey. His educational background includes a Bachelor of Fine Arts, where he studied Acting
with Stella Adler in New York City, and a Master of Science Degree from NYU. Phone: 541-
350-9805
Dan Glover, Vice President
Redmond, Oregon
Affiliation: Retired undercover police officer; vocalist and cast member of several OperaBend
productions; sound technician and worship team. 541-350-5898
Nancy Engebretson
Bend, Oregon❑
Affiliation: Instructor, Central Oregon Community College, Opera Performance Class. Vocal
instructor; Artistic Director, OperaBend. Nancy has enjoyed the past thirty years as a freelance
soprano, voice teacher, music and stage director and producer. She is the founder of two
performing arts organizations (in addition to OperaBend): Children's Music Theatre Group,
and Candlelight Dinner Theatre. Nancy has appeared in principal roles in musicals, operas and
plays, and has produced and directed over 40 productions, including Broadway musicals and
opera. Nancy holds degrees in Psychology and Vocal Music Education. Phone: 541-350-8563
Richard Doyle
Prineville, Oregon
Affiliation: Retired electrical and software engineer; former owner and manager of aircraft
rental firms; singer and actor with many credits in the Denver area and Whidbey Island, WA.
He also has experience as a stage manager. Phone: 206-228-2384
Suzanne Hughes, Secretary
Bend, Oregon.
Affiliation: Retired advertising account executive; ten years' experience as a stage manager for
theatrical companies in Marin County, California and Bend, Oregon. Phone: 415-279-5468
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to juditilu;! deschutc:,.org no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Dennis Schmidline
Organization Name:
Address:
City:
Sisters Arts Association
P.O. Box 908 / 252 West Hood Ave.
Sisters
Telephone Number:
Email Address:
Certification:
State:
Oregon
Zip Code:
97759
503-680-9480
denni sn.si stersartsassoci ati on .org
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name:
Title:
Date:
Dennis Schmidling
Vice President / Treasurer
September 25, 2018
Deschutes County Arts and Culture Grants Program Questions:
Organization
1. Describe the history of the organization, including the year the organization was
established.
Sisters Arts Association was established in 2015 to support the arts and artists in Sisters and
adjacent unincorporated areas, broadly promoted by the Chamber of Commerce as "Sisters
Country " Sisters Arts Association is supported by an active and annually renewing, non-voting
membership. SAA provides members with a unified voice for the promotion and nurture of the
arts. Our initiatives help to create a spirit of cooperation and fellowship among artists and
businesses in the community. We are focused on strengthening arts here through community-
wide events, education, public exhibits, and direct interactions with artists and those who love
the arts. We are committed to activities that contribute to the local culture and economy.
2. State the organization's mission, goals, and programs or services provided.
Our mission statement is "Committed to Enriching the Arts, Culture, and Community —
Together." We actively promote Sisters as an arts destination for Deschutes County in Central
Oregon. Our activities currently include a well publicized monthly 4th Friday Art Stroll, annual
Open Studio Tours, arts education in the schools and library system, public art installations, as
well as monthly updates to a lively and interactive website and social media. Recently we
received City Council approval of a resolution for an official arts district on Hood Avenue. We
have recently initiated development of a plan for long term architectural and infrastructure
improvements for the district that support venues for public art and events. Our long-term goal is
to establish Sisters as an Arts -Centric community on regional and national stages.
3. Describe the leadership and structure of the organization.
Sisters Arts Association is an organization of volunteers and supporters of the arts, led by a
dedicated volunteer board of seven members, plus three board advisors. All board members have
extensive experience in visual and performing arts in addition to non-profit experience. We have
several "membership" levels, including individual artist, gallery, supporting business, patron,
and "other." We have purposefully established alliances with similar for -public -benefit
organizations that include the Sisters Folk Festival, The Roundhouse Foundation, The
Americana Project, and the Arts & Culture Alliance of Central Oregon.
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
41fi Friday Art Stroll — Art Centric Event Promotion. We are seeking funds to help support the
costs of advertising and promotion for this highly successful citywide event. In 2019 we will
begin our fourth year of promotion, with significant and proven support for art and hospitality
venues in Sisters,
2. Indicate the dollar amount requested for a grant.
We are seeking $4,000.00 to match funds already committed to this ongoing monthly project.
3. Describe the goals and objectives of the proposed initiative.
Over the last three years, we have built the 4th Friday Art Stroll from nothing to a monthly
attendance between 400 and 500 participants. We regularly draw art lovers from all over
Deschutes County, as well as vacationers and second -home owners in this area who time their
visits to this monthly event. Participants contribute to our local economy though art sales,
donations to fund-raising events, dining at local restaurants, and lodging in local hotels.
Our primary goal for this initiative is to increase media exposure for this event throughout
Deschutes County and increase the range of art loving audiences. We currently support a full
page ad and editorial in the Nugget newspaper, as well as press releases to the Bend Bulletin,
The Source, Cascade A&E, Central Oregon Daily, as well as seasonal publications and guides.
The monthly ad and editorial in the Nugget includes stories highlighting featured artists,
performers and exhibits, along with a map showing the locations of all participating galleries.
SAA has made several television appearances in support of the arts in Sisters and Deschutes
County. We would like to broaden our advertising base to include other media in Deschutes
County as well. With 20 galleries in Sisters, we have a lot to share with the rest of Deschutes
County residents and visitors. This initiative would include matching funds to continue adding
way finding elements to support foot traffic during the 4th Friday Art Stroll. Last year we
successfully added a flag system to help visitors from other Deschutes County cities to easily
identify galleries in the Arts District.
4. Identify the target population that will be served.
This initiative supports artists, galleries, performers, restaurants and hotels in Sisters Country as
well as art loving visitors from all over Deschutes County. 4th Friday Art Strolls consistently
draw between 400 to 500 participants every month. We have a monthly drawing that Art Stroll
visitors enter to win a $100 gift certificate from a local restaurant, business, hotel or resort. We
average 200 to 300 entries every month from visitors throughout Deschutes County.
5. Identify the geographic area(s) of Deschutes County that will benefit.
The primary benefit will be to Sisters, but all areas of Deschutes County will benefit from this
campaign. We regularly see visitors from Bend, Tumalo, Redmond, Sunriver and LaPine. By
extending the reach of our media campaign, we hope to continue to attract visitors from all areas
of Deschutes County, including second -home owners and visitors from the Willamette Valley
and the Oregon Coast. The art -centered assets available in Sisters represent a broad cultural and
economic benefit to the entire county. Last year we sponsored education events that attracted
participants from every community in Deschutes County.
6. Describe how the proposed initiative will positively impact the community and
complement existing services currently provided by Deschutes County.
The 4th Friday Art Strolls are approaching the 4`h season as an all -year monthly event. Visitors
spend dollars in the community, not only supporting the arts through purchases and donations,
but also supporting local restaurants, gas stations, gift shops, grocery stores and hotels.
7. Describe in detail how the proposed initiative will be implemented.
In addition to sustaining our current advertising and promotion efforts, we will increase
advertising/promotion expenditures to include quarterly ad insertions and feature articles in the
Bend Bulletin, Cascade A&E and Central Oregon Daily. We will add a monthly blog to our
website and increase our broadcasts on social media like Facebook, Twitter and Instagram. We
will also add wayfinding elements to the Arts District to support safe and efficient foot traffic
during our 4th Friday Art Stroll. We will use our Quick Draw drawing to monitor the increased
percentage of visitors from Deschutes County locations other than Sisters. Data gathered from
the Quick Draw will continue to help to build a direct email database for future email campaigns.
Last year we were able to build a substantial visitor database and hope to have resources to
continue building a network for community communications.
8. Describe specifically how the requested funds will be used.
Three-fourths of the $4000.00 grant request, approximately $3,000.00 will be used for additional
event advertising and one-fourth, approximately $1,000.00 will be used to add way finding
elements to support safe and efficient public circulation during 4th Friday Art Stroll locations.
9. Identify any partner agencies that will collaborate to implement the proposed initiative.
Partner agencies include:
• The Roundhouse Foundation, $500 annual grant
• Sisters Chamber of Commerce — in-kind promotion
• Sisters Folk Festival — music supported 4th Friday events throughout the year
• Three Sisters Historic Society to partner in art and historical cultural collaborations
• Silent Echo Theater Company to partner in art and theatrical cultural collaborations
10. Describe how County funds will be used to leverage other sources of funding to support
the proposed initiative.
All Deschutes County funds received will be matched — either by other public grants sources, or
by event specific donations from our participating members, galleries, individual artists, cultural
collaborators and patrons of the arts.
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative
(examples: number of persons in attendance and/or number of classes or events held).
Initiative objectives include:
• Increase of 20% to 25% in county wide attendance at 4th Friday events
• Increased inter -gallery traffic aided by visual wayfinding elements
• Increase in non -art -related merchant support (restaurants, hotels, etc.) who will
extend their open hours on 4th Friday Art Strolls to participate in event visitor traffic
We will be able to measure performance against these goals through visitor interviews at the
participating galleries, entries in our Quick Draw, and interactive engagements with non -art -
related businesses in Sisters.
2. Describe the anticipated outcomes of the proposed initiative (example: greater
knowledge and understanding of the arts or cultural topics).
We anticipate the following:
• Increase in county -wide awareness of the art and cultural resources in Sisters
• Increase in 4th Friday event traffic
• Increased exposure of individual artists and public art installations
• Increased appreciation for the cultural contributions of art to rural communities
3. Estimate financial impact to the local economy as a result of the proposed initiative.
We have made efforts in the past to quantify increases in gallery sales during the events, but are
just now earning the confidence of the non -art -related commerce side of our community. We
have become aware that 4`h Friday Art Strolls serve as an introduction to featured artists,
performers, new exhibits, public art related education events and fund-raisers. Most often,
gallery sales increase immediately following the events, rather than during the events.
Restaurants and hotels do see increased traffic on event evenings, as do other businesses that
offer live music during and immediately following the 4`h Friday events.
We have, and plan to continue to, directly engage restaurant, tavern, hotel and supporting
businesses on a monthly basis to help determine the economic value of 4th Friday events to the
City of Sisters. Based on last year's effort, we have clearly identified an emerging trend in art
and cultural appreciation related to small community living. Based on current knowledge, and
observation of the continued increase in businesses staying open for 4th Fridays in the last 3
years, we are estimating a monthly impact on the community, during and immediately following
these events, of somewhere between $42,000.00 to $62,000.00.
We believe that this initiative will help us to continue to increase positive economic impacts over
the next 12 months. In the last 3 years we have observed a substantial growth in the number of
supporting businesses as our events grow in popularity. Our current plan is to actively engage
with key galleries, the City of Sisters, the Chamber of Commerce and non -art -related supporting
businesses over the next 12 months to better quantify the economic impact of 4th Friday events in
the future.
We are grateful for all the financial and community support we have already received in
response to our vision and hope to continue a strong and positive effort to manifest our small
community cultural and economic improvement mission.
Attachment A
INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OH 45201
JUN 122015
Date:
SISTERS ARTS ASSOCIATION
PO BOX 908
SISTERS, OR 97759-0000
DEPARTMENT OF THE TREASURY
Employer Identification Number:
47-3552895
DLN:
26053562002585
Contact Person:
CUSTOMER SERVICE ID# 31954
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31
Public Charity Status:
509(a) (2)
Form 990/990-EZ199.U.-N Required
Yes
Effective Date of Exemption:
March 30, 2015
Contribution Deductibility:
Yes
Addendum Applies:
No
Dear Applicant:
We're pleased to tell you we determined you're exempt from federal income tax
under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct
contributions they make to you under IRC Section 170. You're also qualified to
receive tax deductible bequests, devises, transfers or gifts under Section
2055, 2106, or 2522. This letter could help resolve questions on your exempt
status. Please keep it for your records.
Organizations exempt under IRC Section 501(c)(3) are further classified as
either public charities or private foundations. We determined you're a public
charity under the TRC Section listed at the top of this letter.
If we indicated at the top of this letter that you're required to file Form
990/990-EZ/990-N, our records show you're required to file an annual
information return (Form 990 or Form 990 -EZ) or electronic notice (Form 990-N,
the e -Postcard). If you don't file a required return or notice for three
consecutive years, your exempt status will be automatically revoked.
If we indicated at the top of this letter that an addendum applies, the
enclosed addendum is an integral part of this letter.
For important information about your responsibilities as a tax-exempt
organization, go to www.irs.gov/charities. Enter "4221 -PC" in the search bar
to view Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities,
which describes your recordkeeping, reporting, and disclosure requirements.
Letter 5436
Sisters Arts Association 2018 Fiscal Budget & Actuals
Unrestricted Cash Reserve on 01/01/2018 12,682.00
2018 Income Category Budget Actual to Date
Memberships 6000 4975
Individual Contributions 1000 800
Earned Income (Ticket sales, fees for service, etc.) 300 425
Fundraising Benefits 500 700
Corporate/Business Contributions 3000 2800
Government Support 0 0
Foundation Support 500 800
Endowment Earnings 0 0
Events 1000 950
Other 350 500
Totals 12650 11950
2018 Expense Category Budget Actual to Date
4th Friday Art Stroll Support 5200 4200
State Fee - Annual Report 50 50
Bank Fees 100 125
Office Expense 200 105
Database Management 1000 810
Art District Signage 2400 2215
Domain Renewal 35 35
Constant Contact Fee - Email Marketing 190 190
Web Hosting 240 240
Misc Event Advertising 1200 1450
Tax Filing 350 350
P.O. Box Fee 165 165
Artist Studio Tour Event Promotion 900 880
Board Training 100 160
Postage 100 80.4
Totals 12230 11055.4
Sisters Arts Association 2018-2019 Deschutes County Grant
Initiative Budget
Matching Grant Funds On Hand 3000
Pledged Funds Based On DCSA Grant 2500
Deschutes County Small Arts Grant 4000
Total Initiative Funds 9500
Anticipated Initiative Expenses Budget
Regional Media - Ad Expense 6000
Visual Wayfinding System 2400
Additional Event Database Management 800
Reserves 300
Total Initiative Expenses 9500
Attachment: E.
Sisters Arts Association
Directors and Advisors
We are a small, highly focused, action oriented board with professional backgrounds in a variety of
fields. What brings us together is a shared vision for our association, galleries, artists, culture and
community.
Bob Burgess
President
Phone: 425-443-8233
Bob has been an executive level organizational development consultant for more than 30 years. He
focuses on helping organizations, teams, and individuals move through change and cultural transition.
He works extensively in the areas of managing organizational change and transition, executive coaching,
leadership, management development, and team building. He helps organizations to develop and
implement a systems approach to building company cultures, focusing on strategic direction, process
improvement, leadership, and teamwork. Bob helps his clients clarify direction, and identify and
remove barriers that prevent them from maximizing performance. Bob holds an MBA from the
University of Puget Sound and a bachelor of arts from the University of Oregon. He has extensive post-
graduate education in professional and organizational development.
Dennis Schmidling
Vice President and Treasurer
Phone: 541-549-9552
Dennis began his career as a professor of literature, theater, and creative writing. From there, he went
on to professional theater, writing, and photography, working with major publishers, and creating fine
art landscape photography with Ansel Adams and a host of other mentors. He eventually settled into
corporate graphic design and marketing communications. After earning an MBA in marketing
communications and strategic planning, he moved on to leadership roles with two Fortune 50
companies and a position as senior principal with an international design and marketing
communications firm. He's traveled full circle; he is again concentrating on writing and fine art
landscape photography. Dennis co -manages Sisters Gallery and Frame Shop, and works on custom fine
art framing, photo and art restoration and printing, and creative business consulting. He serves on a
number of boards, including as president of Friends of William Stafford, and member of the Deschutes
County Historic Landmarks Commission.
Helen Schmidling
Secretary
Phone: 541-549-9552
Helen grew up in New York's beautiful Adirondack Mountains, where she learned to love the outdoors.
She earned degrees in English and Theater, and worked as a writer, photographer, and editor at a daily
newspaper in Plattsburgh, New York, before moving equally beautiful Oregon in 1995. She has
Peggy Frye
Marketing
Phone: 218-310-6203
After college, Peggy began her corporate career, working her way through the ranks of Verizon, from
customer service to national accounts manager, responsible for 19 Northwest Best Buy and Wal-Mart
locations. This work was challenging and taught her a lot about marketing and employee management,
but did not fulfill her desire to do something more meaningful with her talents. So she left the corporate
world and purchased a small business in Sisters. In 2012, she became general manager of a jewelry arts
gallery. Learning a new industry while managing two retail locations and a production studio enabled
Peggy to blend her business management and marketing experience with her love of art. This inspired
her to be a part of advancing the arts in Sisters, lending her skills to the Sisters Arts Association.
Michelle Deaderick
Events
Phone: 541-350-2732
Michelle came to Sisters in 1978, enrolled in Central Oregon Community College, and start taking
ceramic classes. She's always loved the texture and curves on the pieces she creates. Her constant
efforts to refine her work result in innovative designs in clay figures and pottery. She tests boundaries,
looking for creative ways to combine clay with wood, stone and glass. She works to make Sisters a better
place to live. She has organized art events for schools and charities, including Circle of Friends, a
mentoring organization; and Ten Friends, which works with the education system in Nepal. Married in
1982 to another potter named Mitch, they own Pottery by Mitch. They work with the schools to bring
pottery students to their studio to work and experience what it's like to be a working potter. Both have
received the Folk Art Award from My Two Hands. For the last three years, they have been partners in
the Hood Avenue Art Gallery in Sisters. As a board member of the Sisters Arts Association, she
coordinated the first Artist Studio Tour. Her work ethic and caring about our community continues to
enhance the lives of others.
ADVISORS TO THE BOARD
Kit Stafford: Artist, Dancer, Poet and Educator.
Judd Smith: Owner of InterVising, helping companies measure advertising strategies.
LaRita Chapman: Owner of Raven Makes Gallery, Sisters' own gallery of indigenous art, and former
teacher on reservations in Alaska and New Mexico.
continued to write and edit, including freelancing and working in marketing communication with her
husband, Dennis. For many years, she was the education editor for Banfield Pet Hospital in Portland. She
has volunteered as secretary and newsletter editor for the Friends of William Stafford, chaired the
Banfield Charitable Trust grant review committee, and participated in the Ford Family Foundation
Leadership Cohort III in Sisters. She co -manages the Sisters Gallery and Frame Shop, where she designs
custom framing and coordinates the gallery of artists. She loves to read and knit, and walk with her dog,
Logan. Helen has been active in the Sisters High Desert Chorale and local book and writing groups. She
and Dennis moved from Lake Oswego to Sisters in 2010.
Kelley Salber
Membership
Phone: 971-570-6811
Kelley was born in Billings, Montana, where her passion for texture and color and miniature things
developed at an early age. She spent most of her life expressing herself through watercolor, collage and
found object sculpture. Her propensity is toward 3-D, so when she was introduced to the idea of the
book as art, she found it fit her contemplative personality and her hands-on, "let's build it" approach.
She loves to experiment with the book as a sculptural form. Using texture and color, she imaginatively
alters old books and boxes to form miniature worlds. Kelley also creates new blank journals out of old
books. She delights in inventing her own books. She has an unsurpassed eye for detail and narrative.
Kelley holds a bachelor of science degree from Montana State University and is a self-taught artist with
continuing education through classes and workshops. Kelley lives in Bend with her family. Her work can
be found in Hood Avenue Art Gallery in Sisters. She is also an artist member of Atelier 6000 in Bend and
a resident artist of The Wilds Bend.
Ashley Okura
Education
Phone: 541-390-5758
Ashley was born and raised in Sisters, and after traveling the globe, is grateful to call Sisters home. Her
late mother was an artist, and inspired her love of art. Ashley graduated from the Art Institute of
Portland with a bachelor of science in interior design. She worked as an interior designer for Steele
Associates Architects, LLC in Bend for five years before pursuing an Oregon license as a tattoo artist. She
established Outlaw Tattoo, Sisters' first and only tattoo shop, in 2009. She owns Sisters Saloon and
Ranch Grill with her husband Aaron Okura, opened April 1, 2016. Aaron manages the restaurant and
Ashley used designed the restoration of the 105 -year-old building. She is a co-owner of Cold Springs
Commercial, a family owned and operated commercial real estate company. She also co-owns the Best
Western Ponderosa Lodge in Sisters with her two siblings. When not tattooing or performing various
tenant improvements, she enjoys painting, pen and ink. charcoal drawing, photography, shooting guns,
listening to classical music, partaking of the scenic beauty of Central Oregon, traveling, and spending
quality time with her loved ones. In the near future, Ashley and Aaron look forward to having a family of
their own. Ashley contributes to Sisters, through volunteering and her involvement with Sisters Arts
Association.
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to j uditiiuri'i desch(II es.org no later than 5:00,p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Sandy Henderson
Organization Name:
Address:
City:
Central Oregon Film Office
61155 Ambassador Drive
Bend
Telephone Number:
Email Address:
Certification:
310 848 3967
State:
OR
Zip Code:
97702
sandv(a centralore2onfilmoffice.com
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name: SANDRA HENDERSON
Title:
Date:
EXECUTIVE DIRECTOR
9/25/18
is imperative in moving forward as the regional tourism offices know of hidden gems that may be
perfect for locations.
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
Expanded Deschutes County Awareness
2. Indicate the dollar amount requested for a grant.
$7,500
3. Describe the goals and objectives of the proposed initiative.
Our goal is to heighten awareness of Deschutes County as a sought after production destination with
out of area filmmakers. This is a direct follow through from the media library grant we have
previously received from the Deschutes County Arts and Cultural program. In order to drive
productions to the region, the Central Oregon Film Office must present to out of area filmmakers and
showcase the plethora of locations we have available that are in competition with areas such as
Northern and Southern California, Colorado, Portland and Washington (to name just a few areas we
are competing with). In order to do this, we are compelled to meet with filmmakers and to share with
them visuals of the area from our media library throughout the coming twelve months. Preparation for
those meetings requires specific research and development, including research on multiple interior
and exterior locations, accommodation, cast and specifically crew, and available equipment to be
sourced from Deschutes County.
In many instances, this requires research on locations followed by travel to those sites with
filmmakers accompanied bytheir own location managers and producers/directors. The specific result
of this objective is to 'win' the production for Deschutes County over competing locations such as
those listed above, and to ensure we continue to build upon our growing position as a production hub
on the West Coast.
4. Identify the target population which will be served.
The follow through of initial contact is a location scout, and meetings with filmmakers so that they
choose Deschutes County as a production location. Additionally, in many instances, even if the
production shoots in Madras, they will base their team in Bend or Redmond. Wherever they may
shoot, the production will need to hire additional crew such as caterers, photography and production
assistants, drivers, costumers and makeup technicians and a local location scout. Supporting and
background cast may also be hired. Depending on the shoot, this could range from three or four of our
citizenry to upwards of 100 or more. Particularly in the more rural areas of Deschutes County where
unemployment is higher, part-time jobs can provide a strong source of new income, and in many
instances, new career tools. This industry is also recession proof and year round. The domino effect
of film or print is that it then is released into the greater population and more eyeballs see what we
have to offer. The August 2017 Netflix shoot at Fort Rock will draw more people to Deschutes
County as they will stay in LaPine which in turn positively impacts the tourism spend for the region.
Small businesses in particular are beneficiaries of production companies visiting the region as they
have skills and products a film crew require on site, and do not want to bring from out of area.
5. Identify the geographic area(s) of Deschutes County which will benefit.
This is always an unknown until a site is approved, however during 2017, we have been successful in
drawing productions to Bend, LaPine, Terrebone and Sisters. Ranch at the Canyons has been
particularly successful for shoots (John Deere and Roxor ATV commercials) due to its proximity to
Smith Rock. Those commercials have generated more than $250K in direct revenue to the region.
Additionally, even though the Roxor Commercial also shot in Prineville, Post and Mitchell, the crew
of 20 stayed at Eagle Crest Resort and hired caterers, location managers and makeup artists from
Bend and Sisters. We are also very keen to showcase Fort Rock for commercials and print campaigns
as their crew stays in, and hires people from LaPine and Bend.
6. Describe how the proposed initiative will positively impact the community and complement
existing services currently provided by Deschutes County.
There is no other entity acting as a one stop shop for film support in the region. COFO acts as a
support organization for each town, and also the County itself. We have had meetings with our
Sherriff's department, Fire and Rescue and the County (James Lewis has been supportive in sharing
his location knowledge). These meetings allow the County to be aware of COFO, and to share any
filmmaking requests they may receive, and that they may not immediately know how to answer. This
frees up time for your staff. In supporting the County, we are constantly compiling a region wide
production database that drives media to the region and generates substantial revenue. A film office
can also recommend certain times to visit, thus suggesting a car commercial take place during the Fall
as opposed to the height of summer when accommodation is at a premium.
The positive impact we have had thus far has been to promote the region to out of area productions
and to explain why filming here is beneficial over other locations such as California or Portland. Film
production is immensely lucrative, and in many instances locals will not even be aware of a film
shooting in their area because COFO has handled all the strategic requirements and placed a location
in an area that does not impact the city or town itself. In May-June 2018, we had an independent
feature film shoot in Bend and Prineville which hired local crew and utilized hotels and Air BNB's in
Bend. The budget of $350,000 was primarily re-invested into Deschutes County with the exception of
the salaries for the two lead actresses.
7. Describe in detail how the proposed initiative will be implemented.
Our Executive Director, who has been collaborating with filmmakers and commercial producers for
more than two decades, is the point person for all production requests and drives awareness with out
of area location managers and producers. Now that we have had success with branded content shoots
and independent films, we are constantly being contacted by filmmakers for location and production
support. For instance, we have recently been contacted by a location manager based in Portland who
is currently working on a Warner Bros. film. They will be in Bend in early October to look at angus
cattle ranches we have scouted on their behalf. They have approved two locations: one outside of
Bend and one in Sisters. In advance of their arrival, we negotiate hotel rates for them and organize
location scouts on site with the owners of the property. This allows them to see not only how the
location looks, but if it can accommodate a working crew with equipment, vehicles, porta-potties and
catering. Pitching, or selling the region is a multi-pronged attack and requires a concerted effort and
expertise to ensure a successful outcome.
8. Describe specifically how the requested funds will be used.
Funds will be utilized to absorb costs incurred in traveling throughout Deschutes County to locations
with a view to bringing lucrative media productions to our region. In doing so, we need to research
and travel to multiple sites (private and public lands, homes and businesses). We meet with hoteliers
throughout the region to negotiate preferred COFO rates for productions thus ensuring their bottom
line is reduced by their decision to film here. We will meet with Chamber, District Marketing
Officers and local/state park representatives to discuss potential productions and their impact on the
community. Most importantly, we will have meetings with filmmakers seeking to bring their
productions to Bend, LaPine, Redmond, Sisters and/or Sunriver and the stunning locations throughout
Deschutes County.
9. Identify any partner agencies which will collaborate to implement the proposed initiative.
Ongoing conversations and meetings take place with district marketing and tourism offices such as
individual Chambers of Commerce, Visit Bend and the Central Oregon Visitors Association; in
addition to governmental agencies such as the Deschutes National Forest, the city Park and
Recreation offices and State Park offices. Collaboration with these organizations allows us to have the
widest and most in-depth understanding of potential locations available for production throughout
Central Oregon. For example, we have just spent two days with Ann Gawith of the LaPine Chamber,
touring areas throughout her region, cataloging them and their ability to support media production.
This includes viewing accessibility, toilet and water facilities, parking and the capacity to support
small, medium or large productions.
10. Describe how County funds will be used to leverage other sources of funding to support the
proposed initiative.
We will leverage any funds received as matching funds for additional grants from local and state
organizations (Central Oregon Visitors Association, Oregon Cultural Trust and Travel Oregon).
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative
(examples: number of persons in attendance and/or number of classes or events held).
Following successful meetings, we expect to see a quantifiable increase in production to the greater
Central Oregon area which will directly and positively impact Deschutes County. Revenue
generated by productions is measurable via crew hired, equipment rented, rental car hires and
lodging booked for the out of area crew. Additionally, restaurants are impacted for dining purposes
following a day's shoot. This in turn contributes to the vitality of Deschutes County as a whole, and
our citizens working in support industries.
2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and
understanding of the arts or cultural topics).
Our anticipated outcomes include an increase in
- meetings with potential producers of media production
- location scouts of the region
- productions in Central Oregon generating substantial economic development revenue
- production related jobs for Deschutes County citizens
- lodging booked on a year round basis
- revenue generated by the production for small businesses and retailers
- awareness of Deschutes County as a stunning tourist destination (this is particularly applicable
for areas outside of Bend that have been showcased in commercials and series including Fort
Rock/LaPine, the Cascade Lakes Highway, Sisters and Terrebone).
3. Estimate financial impact to the local economy as a result of the proposed initiative.
Is it difficult to estimate the impact for 2018/19 when we don't yet know which productions are
interested in filming in Deschutes County. This objective of this application is to present the region
as a viable and positive alternative to other locations in Oregon (particularly Portland and Southern
Oregon), California, Colorado and Washington. What we can share are some of the productions that
we sourced, developed and won already this year. Our presentations led to a measurable increase in
arts and cultural opportunities in the County for our citizens, the presentation of less visited tourist
destinations, and most importantly, a considerable increase in revenue in the Local economy outside
of beer, recreation or real estate. Productions have a tremendous financial impact on multiple levels.
As a brief example, the following productions contributed to this revenue:
John Carter Cash music video (`Dragon Song')
- To be released October/November 2018
Shot primarily in Sisters on Deschutes National Forest Road 4606 in July, 2018
Crew generated 65 room nights at the Black Butte Ranch
- Dining out in the evening in Sisters for six days
- Additional crew hired from Bend and Sisters: caterer, five horses with stunt riders and wranglers,
location manager, makeup artist, production assistants (2), props manager and sound mixer
Equipment hire from Bend including camera equipment and RV
Fees paid to the Sisters Ranger Station for filming in the Deschutes National Forest
- All external shots are from the Sisters Wilderness area. The `trailer' for the forthcoming music
video can be viewed here: Imps:rr`www.voutubc.conn"watch:'v—hk9G=11'hCn7,1
The five day shoot was responsible for approximately $110,000 in direct spending in Sisters and
Bend.
Roxor ATV Commercial
- Primarily shot in Terrebone (Ranch at the Canyons), Mitchell and Post
- Location fees generated for Ranch at the Canyons and private ranches
- 40 Room nights booked at Eagle Crest Resort (and accompanying dining for two nights) with
additional nights (five) at the Oxford Hotel for pre -scouting
- Crew hired from Bend and Sisters including caterer, grip with truck, location manager, 15`
assistant director, production assistants (2)
The final commercial can be seen here:
htt s://vvvvw.voutube.cornhvatclr?tune continue -35c v IBAS3BdrONL&
The seven day shoot generated approximately $135,000 in direct spending in Bend, Sisters and
Terrebone
Stone in the Water (Feature Film shot in Bend and Prineville, May -June 2018)
- The production booked upwards of 200 room nights in Bend
- Local businesses received location fees from the production company totaling approximately
$25,000
- Nearly all of the crew were from Bend, Redmond and Prineville resulting in remuneration to
citizens totaling approximately $150,000
- Local business received substantial revenue from the production
Of the $350,000 budget, approximately 75% was reinvested into Deschutes County ($262,000)
Initial conversations continue for a feature film to shoot in Bend and Sisters in 2019 entitled 'Much
Ado About I Do'. Additionally, we are negotiating for a film to shoot in Madras with a budget of
$20M entitled 'Cold River Rising'. Even though the film would be shot in Madras, the team would
probably stay in Redmond, and crew would be hired from Bend and surrounding areas thus
significantly impacting all of Deschutes County on both a citizenry and retail level. Grant support is
imperative for us to continue our mission and is very much appreciated and valued!
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CENTRAL MOON FILM WFICE
We sent a copy c thie letter to your representative as indicated in your
power or attorney.
trey 1.coopee
Director, Exempt Oriyani.zations
Rolings and Agreements
COFO BUDGET 2018
Central Oregon Film Office
Budget: 2018
debit
credit
INCOME
Commission Income / Visit Bend
0
217.00
217.00
Equipment Fee Locations
0
1,100.00
1,100.00
Direct Public Support — Individual
Contributions
0
392.00
392.00
Government Grant Support
0
16,500.00
16,500.00
Location Scout Fee
0
1,543.00
1,543.00
SUBTOTAL
19,752.00
EXPENSES
Computer —Software
104.00
0
104.00
Conferences & Meetings
156.00
0
156.00
Govt Fees /Secretary of State
40.00
0
40.00
Location Consulting/Implementation
4,084.00
0
4,084.00
Insurance - Directors & Officers
558.00
0
558.00
Office Supplies
87.00
0
87.00
Payroll — Salary & Wages
10,000.00
0
10,000.00
Production equipment rental
600.00
0
600.00
Rent Expense
1,200.00
0
1,200.00
Telephone — Wireless
580.00
0
580.00
Vehicle —Fuel
853.00
0
853.00
SUBTOTAL
18,262.00
TOTAL
$1.,490.00
Deschutes County Awareness Expansion Budget
"DESCHUTES COUNTY AWARENESS EXPANSION
(.CIV 1 IWC VRGNv1Y r....., v.........
BUDGET
Cash
In -Kind
INCOME
Deschutes County
Commission Grant
$7,500.00
COVA Staff support (tourism
expertise)
$2,000.00
LA PINE CHAMBER staff
support (tourism expertise)
$1,000.00
REDMOND CHAMBER staff
support (tourism expertise)
$1,000.00
SISTERS CHAMBER staff
support (tourism expertise)
$1,000.00
SUNRIVER CHAMBER staff
support (tourism expertise)
$1,000.00
VISIT BEND staff support
(tourism expertise)
$1,000.00
SUB TOTAL INCOME
$7,500.00
$7,000,00
TOTAL INCOME
$14,500.00
EXPENSES
Program implementation
Location Scouts with
Directors & Production
Crew ($70/hr (o) I'- 0 hours)
$3,000.00
Program Implementation R
& D ($2; /hr ' 50 i. urs,)
$1,000.00
Program Implementation:
Location scouts on site with
property/business owners
($20/Ill C;: 100 hol'rs)
$2,000.00
Travel to and from location
sites
$1,500.00
Potential Deschutes County
productions R & D with
DMO/Chamber staff
$7,000.00
SUB TOTAL EXPENSES
$7,500.00
$7,000.00
TOTAL EXPENSES
$14,500.00
September 25, 2018
BOARD MEMBERS, CENTRAL OREGON FILM OFFICE
Board Chair:
John McLeod,
President/CEO, Mt. Bachelor Ski & Summer
13000 SW Century Drive
Bend, Oregon
Phone: (541) 693 0900
jmcleod@mtbachelor.com
Tammy Baney
Deschutes County Commissioner
1300 NW Wall Street,
Suite 200, Bend, OR 7701
Phone: (541) 388 6567
tammy_baney@co.deschutes.or.us
Christine Coffin
Director of Communications, OSU Cascades
1500 SW Chandler Ave, Bend, OR 97702
Phone: (541) 322 3152
Christine.coffin@osucascades.edu
Laura Craska Cooper
Partner, Brix Law
15 SW Colorado Avenue, Suite 3
Bend OR 97702
Phone: (541) 693 0061
Icooper@brixlaw.com
Sandy Henderson (non-voting)
Executive Director and Founder, Central Oregon Film Office
61155 Ambassador Drive, Bend OR 97702
Phone: (310) 848 3967
sandy@centraloregonfilmoffice.com
Teresa O'Neil
Travel Oregon
530 Center St. NE, Suite 200
Salem OR 97301
Phone: (503) 967 1560
TeresaATravelOregon.com
Tax ID: 47-5297333
Arts & Culture Grant Program 2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1, This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced pages;
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to judithu@deschutes.org no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name: Isabelle Senger
Organization Name: High Desert Chamber Music
Address: PO Box 1272
City: Bend
State: OR Zip Code: 97709
Telephone Number: 541-306-3988 Email Address: info@highdesertchambermusic.com
Certification: On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name: ..y -5c+6 i le
Title: exec -+. 4i ve
Date: 09 /2 f (
Deschutes County Arts and Culture Grant Program 2018-19 Application
Organization
1. Describe the history of the organization, including the year the organization
was established.
High Desert Chamber Music was founded in 2008 by professional violinist Isabelle
LaForet Senger. We present an acclaimed series of classical chamber music concerts
in Central Oregon, ranging from piano duos to string sextets. As the premier and
leading chamber music organization in the region, HDCM offers an exciting roster of
some of our nation's top professional performing artists. Now in our 11th season, we are
proud to be a local organization presenting a national level of excellence.
In addition to the HDCM Concert Series, we host an Annual Benefit Gala, which is our
largest fundraising effort of the season. The evening includes a performance, dinner,
and silent auction. We have been fortunate to receive a tremendous amount of support
from local businesses and have worked hard to strengthen and solidify our place in the
community through donor relationships.
Last but perhaps most importantly, Outreach is a critical component of HDCM's
activities. Our Outreach programs bring musicians to local schools and retirement
communities and give public performances and classes with visiting musicians.
Educational efforts have three areas of focus: Visits to local schools, Master Classes,
and the Spotlight Chamber Players training program. All our programs are provided at
no cost to students, teachers, or schools in Central Oregon. Our goal is to expose
young children to the highest levels of music performance, and cultivate an interest that
can lead to a lifelong appreciation and enjoyment of the performing arts.
2. State the organization's mission, goals, and programs or services provided.
It is the mission of HDCM to bring world-class chamber music and musicians to Central
Oregon. Through our Concert Series and Educational Outreach programs, we aspire to
heighten a level of appreciation and understanding of this great genre of classical
music.
HDCM's primary focus is twofold: Concert Series and Educational Outreach. Ensembles
presented are nationally and internationally recognized performers, many who serve as
Concertmasters and Principal players of world-famous performing arts organizations,
and work in the movie and television recording industries. In conjunction with their
appearance in Bend, select musicians participate in public master classes and perform
at local schools and retirement communities.
3. Describe the leadership and structure of the organization.
HDCM was founded and continues to be led by Executive Director and professional
violinist Isabelle Senger. She is supported by a part-time assistant who handles
administrative and managerial tasks in the office. Concerts are overseen by an Event
Coordinator, with assistance from our volunteer corps. The Board of Directors meets
monthly and provides guidance and direction for the vision of High Desert Chamber
Music.
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
2018-19 Outreach Expansion
2. Indicate the dollar amount requested for a grant.
$1,000
3. Describe the goals and objectives of the proposed initiative.
The proposed initiative allows us to advance our mission by strengthening our Outreach
programming through expanded offerings. Carrying the momentum of last year's 10th
anniversary season, we continue to bring exciting and highly sought-after international
performers to our series. Relying on the professional relationships of our Executive
Director and now expanding out of her network with the assistance of retired
Concertmaster of the Cincinnati Symphony Orchestra, Philip Ruder, we are able to
bring some of our nation's best classical musicians to our area. The exciting names we
have attracted for this season will have a direct impact on the unique quality of our
Outreach programs for which we seek funding. Our goal is to secure access to some of
our nation's finest professional performers for students and retirees in Central Oregon.
Recent school visits included Elizabeth Pitcairn and the 1720 "Red Mendelssohn"
Stradivarius, the violin that inspired Academy Award-winning film "The Red Violin", as
well as Concertmaster of the Milwaukee Symphony Orchestra, Frank Almond. Visits
involve a performance for students from eight Central Oregon middle and high schools,
followed by a Q&A session so students can learn about the life of a professional
musician and the legendary instruments and careers they have. This year's school visit
will be given by Steinway Artist Christopher O'Riley, host of NPR's "From the Top", a
program that showcases rising young stars in the classical music world.
The caliber of performer we bring to our series also influences the prestige of our
instructional outreach. Students have the unique opportunity to experience and receive
instruction from nationally -recognized and award-winning professionals who visit for our
Concert Series. Our instructional Outreach includes our own student training group, the
Spotlight Chamber Players, and an annual public Master Class for select exceptionally
talented youth.
The Spotlight Chamber Players receive weekly group coaching by our Executive
Director. These students get a taste of the professional life through.high expectations
and by being hired for compensated performances. Through a private lesson, one of our
students made his first connection with a visiting professional musician who helped him
receive an invitation on scholarship to participate in a prestigious summer program in
Mammoth Lakes, CA.
Our annual Master Class was implemented three seasons ago. One of our visiting
performers hosts a public class in which students perform a piece and are then critiqued
in front of an audience. This is an incredible opportunity for students to gain insight from
some of the most respected professionals in the industry and for our audiences to
experience exceptionally talented local students and hear how feedback influences their
performance. This program is offered in partnership with the Oregon branch of the
American String Teachers Association, who auditions and selects the students who
participate.
Lastly, each season we offer several performances to area retirement communities
such as Touchmark and Whispering Winds. We understand that, due to finances and
mobility, many retirees are not able to get to our concerts, so we bring the music to
them. This is an opportunity for the Spotlight Chamber Players to gain performance
experience, as well as for residents to enjoy some of the prestigious musicians we bring
to our series.
HDCM's Outreach programs are always offered at no cost to students, teachers,
schools, or retirees. We will continue to strengthen these programs in area schools and
retirement communities, as well as promote our area's most gifted musicians to raise
them to the levels they otherwise would not have the connections to achieve.
4. Identify the target population which will be served.
The primary target population for this proposal will be several hundred Central Oregon
students from five middle schools and three high schools in the Bend-LaPine district
through musician visits to local schools, and a select group of gifted youth to receive
instruction from top professionals. An additional estimated 200 retirees will also benefit
from this season's programming.
5. Identify the geographic area(s) of Deschutes County which will benefit.
The bulk of our audience members are in Bend, either as residents or visitors. Ticket
holders also come from LaPine, Sisters, Redmond, Madras, Black Butte, Terrebonne,
Powell Butte, and Prineville. Specific to this proposal, students in the Bend-LaPine
district and retirees at several retirement communities will benefit from this foundation
funding.
6. Describe how the proposed initiative will positively impact the community and
complement existing services currently provided by Deschutes County.
Our impact to young students in the region is extraordinary and unique. There is no
other organization that provides the regular direct contact and exposure to these world
class performing artists, in informal class settings and community events. With regard to
our school visits, along with the support of the teachers in the Bend/LaPine school
district, we will reach the greatest number of students in one major event. This exposure
to these artists can open a young student's eyes and minds to classical music, and
contribute to a more well-rounded appreciation and education of the arts.
With regard to public Master Classes, the benefits include: the student musician
receives valuable insight and personalized instruction that they can apply to their
studies, and the audience can learn and experience how the master's advice improved
or affected the student's performance.
The entire Central Oregon community, including visitors to the area, reaps cultural
benefits from our concerts, as we are the only organization consistently presenting
national-level classical musicians that are typically found only in major metropolitan
areas. We are honored to share these musicians with hundreds of students and retirees
throughout our season, and we are proud to be a part of the artistic fabric of this
community.
7. Describe in detail how the proposed initiative will be implemented.
HDCM's Executive Director, Board of Directors, staff, and volunteers all contribute to
the implementation of a successful season. The first stage of scheduling and booking
our performers has been completed for the 2018-19 season. We are opening our
season this week with Steinway artist and NPR host, Christopher O'Riley. We have
coordinated with a local teacher to arrange O'Riley's visit to Bend Senior High School,
where he will perform and participate in a Q&A with students. Details include
transportation between schools as hundreds of district -wide students will attend.
For the Master Class with New York Philharmonic principal performer, Michelle Kim, we
have secured the musician and the location. Oregon's American String Teachers
Association will audition and select the students who will participate. Final preparations
for this event will begin in early 2019.
We have scheduled two concerts at Touchmark and Whispering Winds for this fall and
another in the spring. We will continue to schedule as determined by demand.
8. Describe specifically how the requested funds will be used.
While HDCM offers these incredible opportunities to our community at no cost, they do
not happen without expense to our organization. Hard costs for each event include
musician compensation, travel and lodging, venue fees, and marketing of public events.
Foundation funding allows HDCM to continue offering programs for students free of
charge to the families, schools, and teachers involved. We intend to strengthen this
program through increased instruction with our visiting artists by presenting Master
Classes for young musicians and continuing our visits and performances with Q&A
sessions in local schools. We take pride in knowing that our offerings are exceptional
and unique. Regardless of recipients' ability to pay, HDCM provides opportunities that
were previously unavailable in this region.
9. Identify any partner agencies which will collaborate to implement the proposed
initiative.
As our organization has grown, so have the opportunities to collaborate. We have a
strong relationship with an orchestra teacher in the Bend-LaPine School District who
helps us organize a visit each season by one of our guest musicians. This entails
transporting students between schools so that several hundred students from multiple
schools can attend. These are incredibly rare opportunities for local students to see and
hear some of the finest and most famous instruments in the world played by
professional musicians.
Our Master Classes are presented in conjunction with the Oregon branch of the
American String Teachers Association, who auditions and selects the participants.
We have a long-standing relationship with the historic Tower Theatre for many of our
events, including last year's screening of Academy Award-winning film "The Red Violin",
followed by a concert the next weekend by Elizabeth Pitcairn and the storied violin that
inspired the film.
A recent development is the invitation to participate in KWAX Classical radio's planned
broadcasts of our concerts in their program "KWAX Presents". Based in Eugene, their
reach is worldwide with internet streaming broadcasts of their station. This contributes
incredible exposure for HDCM.
Finally, we have also arranged cross -promotion with the Sunriver Music Festival, which
has benefitted both organizations and their classical music patrons.
10. Describe how County funds will be used to leverage other sources of funding
to support the proposedinitiative.
HDCM has an impressive history of grant funding for a small organization, as well as a
broad and generous donor base that responds enthusiastically to matching challenges.
The past two seasons we were awarded a $5,000 matching grant from the Starseed
Foundation, and our donors matched it Tess than a month after the request went out.
The success we demonstrate in acquiring advertisers, sponsors, and in-kind support
from a wide variety of local businesses attracts funding from both large and small
foundations who support our work. We are able to leverage much of this funding into
larger grants that allow us to make critical moves such as hiring an assistant two years
ago. As our funding and donations grow, we are able to bring in more renowned
musicians, putting Central Oregon on the chamber music map among much larger
cities. The result is establishing HDCM as a reliable anchor in the downtown area, and a
Targe cultural impact on our community.
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative
(examples: number of persons in attendance and/or number of classes or events held).
The success of our past school visits and the strength of the collaborative relationship
developed between HDCM and a Bend-LaPine district orchestra teacher are resulting in
our biggest event yet for local students. Last year, students from eight area public
schools attended Elizabeth Pitcairn's performance at Bend Senior High, the third visit by
a top musician playing a multi-million dollar Stradivarius instrument. This will be the
fourth year of this incredible opportunity for local students offered by HDCM at no cost,
and it's one that would not exist without our efforts. Further evidence of our Outreach
programs' success can be seen in the increased numbers attending our public Master
Classes and more requests for performances at retirement communities.
2. Describe the anticipated outcomes of the proposed initiative (example: greater
knowledge and understanding of the arts or cultural topics).
Our anticipated outcomes range from greater name recognition for our organization as
an established cultural contributor, to inspiration in local students to embark on their
own musical journeys. In fulfilling our mission and vision, we aspire to use memorable
professional classical performances to foster an appreciation of chamber music as a
genre, and to welcome at no cost any student interested in furthering their
understanding of classical music.
3. Estimate financial impact to the local economy as a result of the proposed initiative.
Since our Outreach activities are offered at no cost, there is not a financial impact
directly resulting from those specific programs. However, we are able to offer these
unique opportunities because the musicians are here for our Concert Series, which
does carry a significant financial impact to our organization through ticket sales, to the
venues we rent for our events, and to the downtown area as our activities frequently
coincide with First Fridays and seasonal festivals downtown, and it is easy for our
audience members to participate in other downtown activities at the same time. We
estimate that of the couples who attend our concerts, roughly half will go out to dinner
either before or after our events, in turn supporting our local economy.
INTERNAL REVENUE SERVICE
P. 0.. BOX :2508
CINCINNATI, OH 45201
Date: MAR 2 2 203
HIGH DESERT,CHAMBER MUSIC
PO BOX 1272:
BEND, OR .97709
DEPARTMENT OF THE TREASURY
Employer, Identificati'oin Number:
26-1777589
DLN:
17053045041028
Contact Person:
RAMACHANDRAN MANOHAR ID# 31344
Contact Telephone Number:
(877) 829-5500 •
Accounting Period Ending:
December 31
Public_ Charity Status:.
170(b)(1)(A)(vi)
Form 990 Required:
Yes
Effective Date of Exemption:
January 3, 2008
Contribution Deductibility:
Yes
Advance Ruling Ending Date:
December 31, 2012 ,
Addendum Applies:
No
Dear Applicant:
We are pleased to inform you that upon review of your application for tax
exempt status we have determined that you are exempt from Federal income tax.
under section 501(c)(3) of the Internal Revenue Code. Contributions to you are
deductible under section 170 of the Code. You are also qualified to receive
tax deductible bequests, devises, transfers or gifts under section 2055, 2106
or 2522 of the Code. Because this letter could help resolve any questions
regarding your exempt status, you should keep it in your permanent records.
Organizations exempt under section 501(c)(3) of the Code are further classified
as either public charities or private fourndations. During your advance ruling
period, you will be treated as a public charity. Your advance ruling period
begins with the effective date of your exemption and ends with. advance ruling
ending date shown in the heading of the letter.
Shortly before the end of your advance ruling period, we will send you Form
8734, Support Schedule for Advance Ruling Period. You will have 90 days • after
the end of your advance ruling period to return the completed form.. We will
then notify you, in writing, about your public charity status.
Please see enclosed Publication 4221 -PC, Compliance Guide for 501(C)(3) Public
Charities, for some helpful information about your responsibilities as an
exempt organization.
Letter 1045 (DO/CG)
-2-
DEEFtT CHAMBER MUSIC
We have sent i'oopy of thiB letter to your representative as indicated n your
power ofattorney.
EnclosureS Publication 4221 -PC
Statute iExtensiofl.
8incOrely;
Robert Choi
Director, Exempt Organizations
Rulings and Agreements
Lett 1045 (Db/CG)
High Desert Chamber Music
Organization Budget
FY2018
FY 2017 Projected
FY 2017 Actual
FY 2018 Projected
INCOME
Foundation Grants
$25,000.00
$24,840.00
$,22,000.00
Corporate Support
$15,000.00
$14,000.00
$17,000.00
Individual Contributions
$39,000.00
$45,369.65
$40,000.00
Fundraising Events
$20,000.00
$18,515.05
$20,000.00
Earned Income
$32,000.00
$37,368.00
$32,000.00
Interest Income
$40.00
$81.00
$40.00
In -Kind Support
$45,000.00
$46,757.65
$45,000.00
Other -Advertisement Income
$10,000.00
$14,020.00
$15,000.00
Total lncome
$186,040.00
$200,951.35
$191,040.00
EXPENSE
Advertising & Marketing
$15,000.00
$15,780.22
$12,000.00
Business Expenses
$4,000.00
$6,481.35
$6,000.00
Professional Fees
$17,000.00
$15,900.00
$17,500.00
Facilities & Equipment
$6,000.00
$6,970.25
$7,000.00
Fundraiser Expenses
$5,500.00
$5,565.66
$6,000.00
Management & Operations
$2,750.00
$3,113.50
$3,000,00
Meals & Entertainment
$2,000.00
$1,368.56
$1,500.00
Office Space / Occupancy
$5,000.00
$4,445.00
$4,500.00
Payroll Expenses & Health Benefits
$56,000.00
$61,315.40
$62,000.00
Other Personnel
$12,500.00
$10,211.25
$11,000.00
Travel & PerDiem
$7,000.00
$10,137.46
$7,000.00
Utilities
$2,000.00
$1,964.00
$2,000.00
Program Expenses -Educational Outreach
$6,000.00
$5,670.00
$5,500.00
Less In -Kind Support (non-cash revenue)
$45,000.00
$46,757.65
$45,000.00
Total Expense
$185,750.00
$195,680.30
$190,000.00
Income Less Expenses__
$290.00'
$5,271.05
$1,040.00
High Desert Chamber Music
Project Budget for 2018-19
Outreach programs
2018-19 Season
INCOME
Chambers Family Foundation (secured)
$4,000.00
Woodall Fund (secured)
$2,000.00
Alternate Foundations (pending)
$8,000.00
Deschutes County Arts & Culture (pending)
$1,000.00
Total Income
$15,000.00
EXPENSE
Advertising & Marketing
$1,000.00
Professional Fees
$3,000.00
Instruction Fees
$6,000.00
Travel & Accommodations
$3,500.00
Facilities Rental
$1,000.00
Student Performance Fees
$500.00
Total Expense
$15,000.00
Income Less Expenses
$0.00
High Desert Chamber Music
Board of Directors
May 1, 2018
Betsy Warriner, President
119 NW Drake Rd. Bend, OR 97703
(541) 317-9065
betsy@betsywarriner.com
Ethan Gray, Secretary
1054 NW Stannium Rd. Bend, OR 97703
(541) 233-8770
ethanlgray@gmail.com
Richard Samco, Treasurer
3133 NW Horizon Dr. Bend, OR 97703
(541) 382-5717
rick@samcos.com
David Gilmore
61275 Lane Knolls Ct. Bend, OR 97702
(619) 203-1749
day id@bendproperty.com
Patricia Rogers
60500 Arnold Market Rd. Bend, OR 97701
(541) 382-4655
par@ykwc.net
Former Executive Director and Founder,
Volunteer Connect; Former secondary school
teacher; Service -Learning Coordinator, Seattle
University and Portland Community College
Founder and CEO, Education Cities; Former
President, Harvard Pierian Foundation; Former
Board Member, STRIVE Preparatory Schools;
Former member, National Advisory Board of EdFuel
Founder and former VP Product Development,
MedicaLogic; Director of Systems Software at
Mentor Graphics; Former Board Member,
MedicaLogic and Software Association of
Oregon
Broker, Coldwell Banker Morris Real Estate;
Member, 100 Men Who Care of Central Oregon;
Former Board Member, Volunteer Connect
Former Board Member, Chairman, Community
Concert Association, Former Board Member,
Community Theatre of the Cascades
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to judithu@deschutes.org no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Pamela Beezley
Organization Name:
Address:
City:
Sunriver Music Festival
P.O. Box 4308
Sunriver
Telephone Number:
Email Address:
Certification:
On behalf of the organization specified above, I certify the following:
State:
OR
Zip Code:
97707
541-593-1084
p amA s u nr i v erm u s i c. o rg
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signatures
Print Name: _Pamela Becztey
Title: Executive Director
Date: 09/26/2018
Deschutes County
Arts & Culture Grant Program
2018 - 2019 Application
Submitted by: Sunriver Music Festival
ORGANIZATION
Sunriver Music Festival History
The Sunriver Music Festival is entering its 42nd season. Since its inception in 1977, the
Festival has provided world-class music to Central Oregon audiences. Every August, a
group of 50 top-flight soloists and orchestra musicians arrive in Central Oregon from
around the U.S. to perform in the Festival's two-week series of classical and Pops concerts.
The Festival Orchestra musicians are drawn from prestigious orchestras throughout the U.S.
The Sunriver Music Festival has an established reputation for presenting top quality
musical performances throughout the year in both Sunriver and Bend. While the summer
festival is the Festival's primary business, the Fireside Concert series that run from
November - April each year have proven to be very popular and lucrative events for the
Festival, attracting a high percentage of new concert patrons. In the 2017 - 2018 season, the
Fireside Concerts' audiences had a number of returning Festival patrons plus as many as
47% new patrons. This level of growth is important to the Festival's future stability.
Mission Statement & PurFose
The Festival's fiscal year is from October 1St - September 30th
In 1977, the Sunriver Music Festival established a mission statement:
.0 To present world-class quality performances of classical music in the cultural
interest of the community;
.t To support and grow music education programs for the youth of Central Oregon.
The Festival achieves its mission statement through a two-week long summer celebration of
classical music, Fireside Concerts during the year, ongoing music education programs in the
schools and the successful Young Artists Scholarship (YAS) Program. Over the past 22
years, the YAS Program has awarded over $512,000 to 148 music students. Music
education programs include: after school classes, educational performances, workshops,
musical instrument purchases and artist -in -residence programs held in the South Deschutes
County schools.
Leadership..and Organization Structure
The Festival is governed by an active 20 member Board of Trustees that are elected for a 3
year term and meet 11 times a year to monitor the fiscal health of the organization,
establish policy and oversee operations. The Board is responsible for the hiring and
managing the Executive Director. The Exec. Dir., a Production Manager and a Ticket Office
Manager are responsible for managing the office, hiring musicians, managing fundraising
activities and organizing the concerts and events.
The Festival's Board and staff strongly believe that music is critical to the culture of our
society. The Festival Board is a "working board". They serve on committees, manage
Sunriver Music Festival Page 1
fundraisers, organize endowment campaigns, attend concerts and fundraisers, host
orchestra members and secure concert sponsors. The staff, Board and volunteers all live in
Bend, La Pine or Sunriver full-time or part-time. They understand the communities where
they live and work and have a vast network of friends, partnerships and associates. Four
Festival Board members, who are also accomplished musicians, serve as the Piano
Showcase Committee along with the Executive Director and Production Manager.
PROGRAM
Piano Showcase on April 12 & 13, 2019
The Sunriver Music Festival is requesting a $3.000 Deschutes County Arts and Culture
Grant. This funding will directly support the planning, preparation and promotion of the 3rd
Annual Piano Showcase. This unique cultural event will be held at the Tower Theatre in
downtown Bend on April 12 & 13, 2019.
The Piano Showcase will feature three acclaimed pianists performing on two Steinway
grand pianos over two days of performances, master classes, workshops, recitals and panel
discussions. Stylistically, three different genres, including classical and jazz, will be
performed with a strong emphasis on the variety of virtuosity this instrument provides and
collaboration between the artists, The two days will include two evening concerts, each
with different programming. The second concert will be a program full of collaboration
between the three pianists on two pianos.
Marketing and promotion will be key to the successful growth of this event. The Piano
Showcase ticket sales will begin December 1, 2018. Promotion will begin in December with
the Music Teachers Associations, College Music Departments, and to media representatives
throughout the state. Information about the Piano Showcase will be included in all of the
Festival's advertising throughout the winter and spring. Ticket sales will be tracked on a
regular basis through the Festival's and the Tower Theatre's ticketing systems.
While the Piano Showcase attracts a number of local music lovers of all ages, this event also
attracts tourists to Bend who book lodging, eat at Bend's restaurants, shop at Bend's retail
outlets, enjoy the beautiful recreational amenities, and visit other cultural sites. The Piano
Showcase is a unique offering for local music lovers and many piano festival followers who
will travel to Bend to enjoy the top quality music in one of Oregon's favorite tourist
destinations.
The number of out of town visitors attending the Piano Showcase grew between 2017 and
2018. In 2017, 16% of the concert patrons were visitors. In 2018, 22% were visitors.
Overall, the attendance grew by 20% between 2017 and 2018. In 2019, the goal is to grow
by another 15% - 20% in total tickets sold to both Deschutes County residents and out of
town visitors. The Piano Showcase will foster growth in the cultural awareness of Bend as a
place for top quality performances.
Along with growing tickets sales to locals and visitors, attracting more students to the Piano
Showcase is an important goal. Between 2017 and 2018, the number of Youth Tickets sold
grew substantially. Many of these students attended the various educational workshops
offered throughout the day prior to the evening concerts.
Sunriver Music Festival Page 2
Over the past two years, the Piano Showcase artists performed for the entire student body
at both La Pine Middle School and Three Rivers School. These schools are amongst the
highest levels of poverty in the Bend La Pine School District. The Festival is committed to
supporting music education in the schools in South Deschutes County and the Festival
believes that bringing top caliber artists to the schools is important for the students' overall
educational experience.
MEASUREABLE OUTCOMES
The Sunriver Music Festival has a long history of presenting world-class pianists during the
two-week summer festival to perform with the Festival Orchestra and in solo recitals.
The summer concerts featuring world-class pianists are well attended. In 2018, ticket sales
for the Piano Concerts were segmented as follows into Bend, Sunriver and Out of Town
ticket purchasers:
.n Bend Residents accounted for 47% of total tickets to concerts featuring pianists
A Sunriver Residents = 25%
.0 Out of Town Visitors = 28%
Based on this summer concert data, there is potential for growing the number of out of
town visitors to the Piano Showcase to 28% of all tickets sold. In 2017, 16% of the concert
patrons were out of town visitors. In 2018, 22% were visitors.
In addition to concert ticket sales, concert patrons frequently go out for dinner before
concerts and buy a beverage at the concert venue. Visitors arrange for lodging while
attending a concert. Eight restaurants in downtown Bend partnered with the Festival to
provide lunch and dinner discounts to the Piano Showcase patrons in 2018. The Shilo Inn
partnered with the Festival to provide lodging discounts for out of town visitors attending
the Piano Showcase.
The primary sources of income for the 2018 Piano Showcase included Ticket Sales, a Bend
Cultural Tourism Fund (BCTF) Grant and a Deschutes County Arts & Culture Grant. Ticket
Sales accounted for 48% of total income in 2018. The BCTF Grant accounted for 44%. The
Deschutes County Grant accounted for 8%. There were also a number of In Kind Sponsors
who donated goods and services for this event.
In Kind Sponsorships include -
t Media Sponsorships - TV, Radio and Print
n Piano Moving & Tuning Services
▪ Lodging Sponsor
J� Transportation Sponsors
n Event Posting Services - online calendars in OR, WA, CA
• Food & Beverages Sponsors - breakfast at event, lunch and dinner discounts
▪ Graphic Design Services
Sunriver Music Festival
Page 3
The Tower Theatre holds 400. There will be two evening performances on Friday and
Saturday, April 12th and 13th and the educational programs during the day on April 13th.
Attendance Estimates
Estimated @ April 12 Concert = 300
Estimated @ April 13 Concert = 300
Estimated @ April 13 Workshops = 50
There will be some overlap of attendees between these events.
The Festival will continue to collaborate with College Music Departments and Music
Teacher Associations to create ticket packages with incentives to come and stay in Bend.
The Festival will also collaborate with Central Oregon organizations and businesses to offer
ticket packages. This could include discounts or benefits for Mt Bachelor ski passes, Tower
Theatre members, Sunriver Music Festival members, music schools, and other arts &
culture members. (ie museums, theaters, performing arts, etc.)
Sunriver Music Festival Page 4
Internal Revenue Service Department of the Treasury
District Director
Date: NAY 20 1988
Sunriver Music Festival, Inc.
P. 0. Box 4308
Sunrivet, OR 97707-1308
Dear Sir or Madam:
P. O. Box 2508
Cincinnati, OH 45201
Person to Contact:
Gordon Schnur
Telephone Number:
513-241-5199
Fax Number:
513-684-5936
Federal Identification Number:
93-0736403
This letter is in response to your request for a copy of your
organization's determination letter. This letter will take the place of
the copy you requested.
Our records indicate that a determination letter issued in June 1979
granted your organization exemption from federal income tax under section
501(c)(3) of the Internal Revenue Code. That letter is still in effect.
Based on information subsequently submitted, we classified your
organization as one that is not a private foundation within the meaning of
section 509(a) of the Code because it is an organization described in
section 509(a)(1) and 170 (b) (1) (A) (vi) .
This classification was based on the assumption that your organization's
operations would continue as stated in the application. If your
organization's sources of support, or its character, method of operations,
or purposes have changed, please let us know so we can consider the effect
of the change on the exempt status and foundation status of your
organization.
Your organization is required to file Foam 990, Return of Organization
Exempt from Income Tax, only if its gross receipts each year are normally
more than $25,000. If a return is required, it must be filed by the 15th
day of the fifth month after the end of the ofganization's annual
accounting period. The law imposes a penalty of $20 a day, up to a maximum
of $10,000, when a return is filed late, unless there is reasonable cause
for the delay.
All exempt organizations (unless specifically excluded) are liable for
taxes under the Federal Insurance Contributions Act (social security taxes)
on remuneration of $100 or more paid to each employee during a calendar
year. Your organization is not liable for the tax imposed under the
Federal Unemployment Tax Act (FUTA).
organizations that are not private foundations are not subject to the
excise taxes under Chapter 42 of the Code. However, these organizations
are not automatically exempt from other federal excise taxes.
-2-
Sunriver Music Festival, Inc.
93-0736403
Donors may deduct contributions to your organization as provided in section
170 of the Code. Bequests, legacies, devises, transfers, or gifts to your
organization or for its use are deductible for federal estate and gift tax
purposes if they meet the applicable provisions of sections 2055, 2106, and
2522 of the Code.
Your organization is not required to file federal income tax returns unless
it is subject to the tax on unrelated business income under section 511 of
the Code. If your organization is subject to this tax, it must file an
income tax return on the Form 990-T, Exempt Organization Business Income
Tax Return. In this letter, we are not determining whether any of your
organization's present or proposed activities are unrelated trade or
business as defined in section 513 of the Code.
Because this letter could help resolve any questions aboutut your
it with
organizations exempt status and foundation status, you P
the organization's permanent records.
Please direct any questions to the person identified in the letterhead
above.
This letter affirms your organization's exempt status.
Sincerely,
r if
C. Asiley Bullard
District Director
Sunriver Music Festival
Approved FY 201.8 Budget
FESTIVAL GENERAL OPERATIONS:
Income:
Approved
FY 2018 Budget
Summer Concert Ticket Sales: 101,210
Program Ads & Product Sales Net Income: 3,589
Contribution Income: 177,626
Fundraising Events Net Income: 56,025
TOTAL INCOME 338,450
Expense:
Summer Concerts Artistic Personnel: 130,745
Summer Concerts Production: 28,376
Marketing & Fundraising: 26,692
Office & Admin: 140,575
Community Outreach Events & Recognition: 11,584
TOTAL EXPENSES 337,972
NET OPERATING INCOME(LOSS)** 478
** General Operations Net Income does not include Music Education
and Young Artists Scholarship Income and Expenses.
Music Education & Scholarship Funds are handled in a Restricted Account
with a Total Account Balance as of 08/31/18 = $49,180
9/26/18
Sunriver Music Festival
Deschutes County Arts & Culture Grant -- 2019 Project Budget
EXPENSES
Description
Amount
Personnel
3 Musicians @ $3,000 each
$9,000
Contracted Services
Tower Staff
$2,056
Piano Movers & Tuners
$300
Graphic Designer & Print Shop
$400
Space/Venue Rental
Tower Theatre - 2 days
$2,000
Travel & Lodging
Hotel for 3 Artists for 3 Nights @ $100 per Night
Meals for Artists
$300$900
Airfare for 3 Artists - $500 stipend
$1,500
Marketing/Outreach
Direct Mail Showcase Packets to 26 Oregon College Music Depts
$11,944
Direct Mail Showcase Packets to Music Teacher Assoc --
7 in WA, 13 in OR and 25 in Northern CA
Direct Mail to 9 Music Stores & Music Schools
Event Postings on 14 local media sites
Event Postings on 15 statewide media sites
Printed and distributed 1,000 Rack Cards
Printed and distributed 200 Posters throughout C.O.
Print Advertising in 15 local & statewide publications
Radio Ads on 2 local stations & 2 statewide Classical radio stations
TV Ads on ABC, CBS, FOX and 15 other TV stations
5 Paid FaceBook Ads, plus Email newsletters and Website updates
5 different Media releases sent to 82 statewide publications
Other expenses
Piano Showcase Program Guide
$500
Tickets & Full Passes
Continental Breakfast during event
$200
Closing Night Reception
$400
A: TOTAL EXPENSES
$29,500
REVENUE
Source
Amount
Sales or Admissions
Ticket Sales - Full Passes & Concert Tickets
$16,250
Sponsorships
4 Sponsors @ $500 each
$2,000
Grant Award
Bend Cultural Tourism Fund
$8,250
DESCHUTES COUNTY ARTS
& CULTURE GRANT REQUEST
$3,000
B: TOTAL REVENUE
$29,500
2018 SRMF Board Members with Affiliation
Sunriver Music Festival
Board of Trustees - FY 2018
2018 Officers
President: Phillip Ruder
Vice President: Fred Kinyon
Treasurer: Jack McDonnell
Past President: Mal Murphy
Corporate Secretary: Bill Taylor
Recording Secretary: Jan Bull
Last Name
First Name
Affiliation
Angell
Ron
Attorney, retired; Humboldt Bank Founding Director
Beezley
Pam
Sunriver Music Festival — Executive Director
Bennington
Gene
Bennington Properties, owner
Bischof
Jodie
MJY Pres., Piano Instructor
Blackburn
Heather
Sunriver Music Festival Orchestra - Musician Board Rep
Bull
Bergen
Attorney, Hyster Corp., retired
Carver
Ron
OB/Gyn Physician, retired
Clark
Christian
Choir director; C.O. Mastersingers, Nativity Lutheran Church, Bend Camerata
Cushner
Wendy
Sunriver Music Festival Orchestra - Musician Board Rep
Flaxman
Dan
Tax Plannin , Consulting, and Preparation, semi -retired
Gustayson
Peter
Healthcare Industry Consultant
Hanschka
Ezma
Educator, Cellist
Inman
Susan
Actress, Singer, Teacher
Kinyon
Fred
Financial Management
Maina
Jean
Vice President of Travel Service Company, retired
McCormick
Jim
Randik Paper Distribution, owner, retired
McDonnell
Jack
Aerospace Engineer at Boeing, retired
Murphy
Mal
Attorney: Administrative & Environmental Law, retired
O'Shea
Tom
Sunriver Resort, Managing Director
Ruder
Phillip
Concertmaster of the Reno Symphony & Sunriver Music Festival, retired
Tank
Rosalie
CPA, Artists Repertory Theatre Manager, retired
Taylor
Bill
Supreme Abrasives, CEO
Thomas
Carol
HKIS Teacher -Hong Kong, retired
Thompson
Clyde
Professor of Music, Founder CO Mastersingers
Walter
Doug
Sunriver Music Festival Orchestra - Musician Board Rep
2018 Officers
President: Phillip Ruder
Vice President: Fred Kinyon
Treasurer: Jack McDonnell
Past President: Mal Murphy
Corporate Secretary: Bill Taylor
Recording Secretary: Jan Bull
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to jpditPui z}descliuttes.ort; no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
DAWN BOONE
Organization Name:
Address:
City:
BEND ART CENTER
550 SW INDUSTRIAL WAY, SUITE 180
BEND
Telephone Number:
Email Address:
Certification:
State:
OR
Zip Code:
97702
541.330.8759
dawn@bendartcenter.org
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name: Dawn Boone
Title: Education Manager, Bend Art Center
Date: September 27, 2018
BEND ":`<I CENTER
550 SW Industrial Way, Suite 180
Bend Oregon 97702
Grant Proposal to Deschutes County Arts and Culture Program
September 27, 2018
Public Art Projects for 2019 Weekend of Art
A. Bend Art Center: Organization
1. HISTORY
Founded in 2007 as Atelier 6000 (A6), Bend Art Center began as Central Oregon's only printmaking
studio. A6 served as an important resource, exhibition space, and work space for local artists. In
2012, A6 became a nonprofit and began offering programs for the community. In 2017, A6 changed
its name to Bend Art Center to reflect its community mission and expanding role in the region.
2. MISSION, GOALS and PROGRAMS
Bend Art Center's mission is to serve all residents of Central Oregon by "amplifying art's power to
explore our world, discover ourselves, and understand each other."
The Center's goals are to improve equity and access to the visual arts, arts education, and art
making for all Central Oregonians. The Center works to bring new and exciting art exhibits to a wide
array of audiences. The Center aims to offer the community a variety of opportunities to explore
and make art through community -geared events and classes. With the closure of Arts Central in
2016 (and the demise of its region -wide VanGo and Artists -in -Schools programs), Bend Art Center
seeks to fill the gaps in arts education and serve every school in Central Oregon. The Center also
strives to engage community partners to enrich programming for the community.
The Center offers a variety of art -based programs for the community. Located in a 2,000 sq.ft.
space in Bend's historic Box Factory, the Center is the only arts nonprofit in Central Oregon offering
both a formal exhibit space and professional art studio. This rare combination enables the Center to
develop integrated programming that fosters art appreciation and creative development for
children and adults. In 2017, Bend Art Center presented 10 exhibits to 6,000 viewers, provided arts
education to 2,400 students from 25 schools, hosted 24 art talks, and held 22 workshops for artists.
Total annual visitors to Bend Art Center's space exceeded 7,000.
Outreach is a key focus of Bend Art Center's programming. To cultivate learning and appreciation of
the arts, the Center holds a popular monthly art appreciation talk ("Cheers to Art!"), and hosts
poetry readings, artist talks, and exhibit tours. In partnership with other local arts organizations, the
Center spearheads an annual community event called"Weekend of Art"—a full weekend of special
exhibits, art talks, and hands-on art activities. The Weekend of Art is anchored by two key Bend Art
Center events: the Invitational Print Fair and the Bend Art Conference.
Bend Art Center's community programs are free or modestly priced. Exhibits are always free. School
education programs offer steep discounts to Title 1, rural and underserved schools.
3. LEADERSHIP and ORGANIZATIONAL STRUCTURE
Bend Art Center's leadership consists of an Executive Director and five -member board of directors.
To administer and carry out its work, Bend Art Center relies on a small but committed group of
three staff (totaling 2.0 FTE) and a Targe base of volunteers.
The Center's organizational structure is collaborative. The E.D. and board develop a five-year
strategic plan, and the E.D. directs staff in the plan's implementation. Education and outreach staff
have broad discretion to advance the Center's programming. The Center's 30 artist members are an
important subset of the organization; artist members have a strong voice in studio operations and
help inform workshop programming and organize member -centric events such as studio sales and
critiques. Artist members support the Center's community programs through heavy volunteerism.
The Center earns income through workshops, art sales, program fees, and studio memberships. The
Center has cultivated a steady pool of annual and monthly donors to cover a portion of monthly
operations. Grants, fundraising events and sponsorships fund the balance.
The Center builds partnerships to enhance community arts programming. Past collaborations have
involved High Desert Museum, Central Oregon Community College, Tower Theatre, BendFilm,
Deschutes Public Library, Scalehouse, Deschutes Historical Museum, The Museum at Warm Springs,
Malheur Wildlife Refuge, OSU-Cascades, Portland State University, and Pacific NW College of Art.
B. Project Description
1. PROJECT TITLE: "Public Art Projects for 2019 Weekend of Art"
2. GRANT REQUEST: $5,000
3. GOALS and OBJECTIVES
Bend Art Center will organize and lead two public art projects: "Dream Catchers" and "Paint the Mill,"
These projects will offer an estimated 1000 Deschutes County residents a special opportunity to create
public art for the benefit of local residents, Central Oregonians, and tourists. The public art installations
will be on display in Bend for roughly one week to coincide with the 2019 Weekend of Art (April 26-28).
Dream Catchers will return to the schools and organizations that made them, for long-term display
within their spaces.
The "Dream Catchers" project will engage 12 or more Deschutes County groups, ranging from K-12
schools to local businesses, nonprofits and government bodies. Each group will select a theme (e.g. "Our
dreams for the Deschutes,,, "Our dreams for our kids"). With guidance from a teaching artist, the group
will then create a large, colorful fabric canopy (4-5' in diameter and 7-10' tall) during a collaborative art -
making session. The canopies will involve a combination of printing, painting, drawing and writing. These
canopies will be assembled by school groups and volunteers and then hung in popular public venues in
Old Mill, Box Factory and downtown Bend. The public will be invited to walk through, stand, or sit under
each canopy and read the messages.
In partnership with Old Mill District, the Center's "Paint the Mill" project will challenge several
Deschutes County middle and high-school art classes to develop creative, large-scale "street art" for a
real-world setting. Classes will be assigned high -foot -traffic areas of Old Mill's property, including
parking lots, cross walks, pedestrian bridges, bike paths and plazas. Students will collaborate to design
and execute a street painting that encourages passersby to interact with the art. (For example, using
trompe l'oeil ("fool the eye") techniques to create a levitating cross walk, or creating a extended hop-
scotch design on a pedestrian path.)
These two public art projects will be a special focus of the 2019 Weekend of Art; the installations will
serve as a broad public outreach effort to engage the community in art. These projects will also boost
public awareness and visibility for the Weekend of Art, as the majority of the weekend's programs
(special exhibits, art fairs, seminars and art talks, open studios and community workshops) will be taking
place indoors at Bend Art Center, Art Station, Tower Theatre, and other venues.
Both public art projects will engage non -art audiences. These installations will live outside of a
traditional, institutional art venue. Bright, colorful, sheltering and inviting, "Dream Catcher" canopies
will encourage people of all ages and backgrounds to interact with art and open themselves to the
collective creative expression of each piece. "Paint the Mill" installations will seek to surprise and delight
passersby with art in unexpected places and encourage spontaneous interaction. Both projects aim to
remind us of art's power to shift perceptions and elicit peace or joy. Ultimately, these projects aim to
increase public appreciation and support for the arts.
In light of our divisive cultural and political environment, the "Dream Catchers" public art project seeks
to heal divisions by reminding residents of our shared values. These colorful, interactive canopies will be
loaded with heartfelt images and messages on a chosen theme. Suspended overhead from trees and
specially -designed structures, Dream Catchers will mimic the protective nature of a tree canopy and
encourage passersby to explore art in an unexpected way. By enveloping our participatory audience in
benevolent messages, Dream Catchers aim to foster connection with our fellow human beings.
The public projects would be supported with local advertising to boost awareness of their limited
presence during the Weekend of Art. The projects would also include interpretive signage to further
promote public understanding and appreciation.
4. TARGET POPULATION SERVED
This project will engage a variety of Deschutes County entities—K-12 schools, local businesses,
nonprofits, and government bodies—in the creation of public art. Deschutes County residents of all ages
will encounter and interact with public art installations during the Weekend of Art.
5. GEOGRAPHIC AREAS TO BENEFIT
These Bend -based public art installations will be readily seen by thousands of city residents. The
Weekend of Art event will also pull visitors from across Deschutes County and draw tourists from
outside Central Oregon (specifically the Portland and Seattle area).
6. COMMUNITY IMPACT and SUPPORT of DESCHUTES COUNTY SERVICES
By involving hundreds of Deschutes County students and community members in the fulfilling creation
of public art, funds will enrich the lives of the makers and foster enthusiasm for community
collaboration. The resulting art will engage thousands of residents. In the collaborative creation process,
and in the interactive nature of the installation, this project is also designed to heal political and cultural
divisiveness by focusing on our common hopes and dreams. Lastly, this project will build community
pride and cultivate enthusiasm for the arts and Weekend of Art.
In the creation and promotion of these city-wide public art installations, this project will support both
the city's and county's efforts to promote tourism and highlight our region's array of arts and culture.
7. PROJECT IMPLEMENTATION
• Funding and Sponsorship Requests: July -Nov? 2018
• Project Management: Aug 2018- May 2019
• Line up Public Art Project Partners and Venues: Aug -Nov 2018
• Announce Project to Schools, Community: Sep -Nov 2018
• Line up Participants: Sep 2018 -Feb 2019
• Art Making -Phase I: Oct -Dec 2018
• Art Making -Phase 2: Jan -Apr 2019
• Out -of -Area Marketing: Feb -Apr 2019
• Local Marketing: Apr 10-26, 2019
• Public Art Installation: April 20-25, 2019
• Weekend of Art Event: April 26-28, 2019
• Project Tear Down: April 30, 2019
• Rehang Dream Catchers in Local Schools and Organizations: May 2019
8. USE of FUNDS
Deschutes County funds would be used to purchase tools and materials for both public art projects
("Dream Catchers" and "Paint the Old Mill") and pay for staff time to manage both projects. Funds
would also be used to cover a portion of the instruction costs for Dream Catcher workshops; this would
dramatically reduce the cost for Deschutes County schools and nonprofits and support wider
participation. Funds would also be used to purchase interpretive signage and local advertising to
promote community awareness and invite interaction.
9. PARTNER AGENCIES
Both the Box Factory and Old Mill District are committed venues for public art installations. Bend Art
Center will enlist a downtown -based nonprofit partner (Tower Theatre, Deschutes Public Library, or
Deschutes Historical Museum) as a third venue—or secure permission from the Bend Downtowners
Association. The Joy Project and Childrens Museum of Central Oregon are early confirmed participants
for "Dream Catchers"; Skyline High School students will assist with the assembly and installation as a
community service project. Teachers at Mountain View High School, Pilot Butte Middle School, and
Redmond Proficiency Academy have confirmed their intent to participate in the "Paint the Mill" project.
10. LEVERAGING FUNDING SOURCES
The Center has requested funds from Roundhouse Foundation to support our special exhibit for
Weekend of Art. We have received $15,000 from the Bend Cultural Tourism Fund to promote Weekend
of Art out of area. The Center would leverage County funds to cement the Weekend of Art's local and
state-wide reputation as a key cultural event. County funds would enhance the visibility of Weekend of
Art by supporting public art installations in high -traffic areas. County funds would also support our
marketing efforts with local advertising to promote the event to locals and arriving tourists.
C. Performance Measurement
1. OUTPUTS
Bend Art Center anticipates the following quantifiable outputs:
• 1000 Deschutes County residents will create public art. (Headcounts taken during each session.)
• 20 Deschutes County groups (K-12 schools, non -profits, government bodies) will participate.
(Tracked by the Center's Outreach Coordinator)
• 17,000 people will learn of the Weekend of Art through local advertising (based on publication
distribution data for Source Weekly)
• 12,000 people (Deschutes County residents and tourists) will view the public art installations
(based on April 2018 data provided by Old Mill District).
• 2,000 people will directly interact with the art installations. (Counts will be taken by on-site
volunteers.)
• 500 tourists will come to Central Oregon specifically for Weekend of Art. (Attendee surveys—to
identify tourists—will be administered at key Weekend of Art events.)
2. OUTCOMES
• Increased visibility for the Weekend of Art
• Increased local and state-wide artistic reputation for Bend and Deschutes County
• Increased civic pride and community connection
• Increased public appreciation of art
• Increased art experiences for tourists and residents
• Enhanced arts education for high school students
3. FINANCIAL IMPACT
This initiative would boost Weekend of Art's draw for out -of -area attendees and support our tourist -
geared marketing efforts. As outlined in our Bend Cultural Tourism Grant application, we anticipate
drawing 500 tourists to Central Oregon specifically for Weekend of Art. Using VisitBend's formula for
tourists' economic impact ($120/per person/per day), we predict Weekend of Art will generate $60,000
for the local economy.
4189
IRSDEPARTMENT
INTERNALREVENUEESERVICERY
CINCINNATI OH 45999-0023
004189.120094.0011.001 1 MB 0.390 852
1111f'1'�I11'111'1'1'1'11III1:Llu,�J1t�1,I1111{i" HPIh1JUI 1
ATELIER 6000 INC
PATRICIA CLARK
389 SW SCALEHOUSE CT
BEND OR 97702
X
Date of this notice: 09-27-2011
Employer Identification Number:
45-3345053
Form: SS -4
Number of this notices CP 575%A
For assistance you may call us at:
1-800-829-4933
IF YOU WRITE, ATTACH THE
STUB OF THIS NOTICE.
WE ASSIGNED YOU AN EMPLOYER XDENTIFICATION NUMBER
Thank you for applying for an Employer Identification Number (EIN). We assigned
you EIN 45-3345053. This EIN will identify you, your business accounts, tax returns,
and documents, even if you have no employees. Please keep this notice in your
permanent records.
When filing tax documents, payments, and related correspondence, it is very
important that you use your EIN and complete name and address exactly as shown above.
Any variation may cause a delay in processing, result in incorrect information in your
account, or even cause you to be assigned more than one'EIN. If the information
is not correct as shown above, please make the correction using the attached tear off
stub and return it to us.
Based on the information by
drecreceived
dhfrom you or yourlrepresentative, you must file
the following form(s)
Form 941 04/30/2012
Form 940 01/31/2013
If you have questions about the form(s) or the dueldates(s) shown, you. can call
us at the phone number or write to us at the address shown the
extop
opaef,*hs
his notice.
If you need help in determining your annual accounting Period
(tPublication 538, Accounting Periods and Methods.
We assigned you a tax classification based on information obtained from you or
your representative. It is not a legal determination of your tax classification
and is not binding on the IRS. If you want a legal determination of your tax
classification, you may request a private letter ruling; from the IRS under the
guidelines in Revenue Procedure 2004-1, 2004-1 I.R.B. 1 (or superseding Revenue
Procedure for the year at issue).' Note: Certain tax classification elections can
be requested by filing Form 8832, Entity Classification Election. See Form 8832.
and -its' instruc-tians- tor- addi-tional in Forinatinn : ___ _ .., ..
Fiscal year end: Dec 31
Revenue
Budget
Actual Forecast
FY 2017 FY 2018
Earned revenue
Registration/Tuition 35,981 38,998
Fees/Dues/Suggested Donations 18,668 21,598
Merchandise Sales 9,441 10,170
Art Sales 25,642 26,279
Private Instruction - 850
Gallery/Studio Rentals 800 2,400
Special Events Tickets 6,671 10,437
Other
Total earned revenue 97,203 110,732
Contributed revenue
Total foundations 34,689 45,000
Total government 5,419 22,500
Total Business/corporations 200 16,650
In-kind - Goods 937 4,000
In-kind - Volunteer Work 29,185 29,419
Individual Donations 56,239 50,363
Net assets released from restrictions
Total contributed revenue 126,469 151,282
Total Revenue 223,672 262,014
Expenses
Salaries
Executive Director 36,119 42,525
Youth Education Manager 5,581 11,960
Marketing Manager 5,581 15,600
Program/Outreach Coordinator 10,728
Artist in Schools Coordinator 2,126
Program Assistant 4,800
Subtotal salaries 58,009 77,011
Payroll Taxes
FICA 4,409 4,775
Unemployment 870 1,001
Workers Benefit 1,624 2,156
Subtotal benefits 6,903 7,932
Total personnel 64,912 84,943
Consultants/contractors
Instructors 10,117 12,890
Grant Writer 13,000
Lawyers/other legal 40 -
Accounting/Audit 1,025 1,500
Janitorial 2,666 2,353
Program Services 24,419 28,419
Program Stipends _. 1:500
Total consultants/contractors 38,267 59,662
Occupancy
Rent 31,518 32.436
Utilities 3,454 4,101
Insurance - Liability/Property 2,103 1,557
CAM 9.370 8,779
Storage Fees 1,427 1,557
Business Fees 50 50
Total occupancy 47,922 48,480
Support
Program Supplies/Tools 3.489 4,218
Art Commissions 14,718 11,913
Printing of Program Materials 3,220 2,428
Program Mileage/Travel/Parking 222 4,383
Reception Expense 4.963 1,734
Food/Beverage 2,553
Insurance - D&O 1.000 1,344
Internet/Telephone 1,203 1,560
Website/IT/Software 3.296 1,673
Equipment Rental 1.942 1,235
Office Supplies 2.434 1,857
Payroll Services 408
Promotion and Advertising 2.262 18,240
Postage, Shipping & Deliveries 3.220 1,656
Bank Service Charges 4,082 5,097
Professional Development 722
Licenses/Fees/Permits 1 .322 465
Dues & Subscriptions 302 100
Staff Mileage/Travel, Parking 222
Fines,penalties,judments 196 21
Other taxes 155 155
Inventory Supplies (merch, workshop, etc) 5,907 4,875
Total support 54,155 66,337
Total Expenses 205,256 259,422
Operating Surplus / Deficit 18,416 2,592
Bend Art Center
2
2
PUBLIC ART PROJECTS
2019 WEEKEND OF ART
1
$
2//§(]/§§ )§(®§ (2 § 72
\§
Personnel Total
Bend Art Center Board Members
Rebekah Altman - President
Rebekah_altman@yahoo.com
805.450.7115
Affiliations: Arts and Cultural Alliance; ScaleHouse Art Center
Skills/Experience: development officer with experience in fundraising, grant writing
and education
Erika Anderson - Secretary
eri kaanderson42@gmai l.com
907.299.7742
Affiliations: Mockingbird Gallery / Peterson Roth Gallery
Skills/Experience: Gallery management, criminal justice
Carolyn Platt
bookplatt@gmaii.com
541.549.9756
Affiliations: Central Oregon Community College; Sisters School District; Ab Print Studio
Skills/Experience: practicing artist, educator
Marie Teilhard
Marle@marieteilharci.com
650.269.2922
Affiliations: Kilns College
Skills/Experience: nonprofit consultant in management, strategic planning, human
resources, grant writing and audit reporting.
Josie Reese
josie@reesenet.cam
971.678.0162
Affiliation: Daughters of America, Sony
Skills/Experience: fundraising, special event planning
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to j,udithu@deschutes.org no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Ellen Waterston
Organization Name:
Address:
City:
Waterston Desert Writing Prize
PO Box 640
Bend
Telephone Number:
Email Address:
Certification:
5414803933
State
Oregon
Zip Code:
97709
ellen@ellenwaterston.com
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name: Ellen Waterston
Title: President of the Board of Directors
Date: September 28, 2018
DESCHUTES COUNTY
DISCRETIONARY GRANT PROGRAM APPLICATION
submitted by
Waterston Desert Writing Prize
September 28, 2018
"A Desert Conversation" — a project of the Waterston Desert Writing Prize
1. Organization
MISSION STATEMENT: The Waterston Desert Writing Prize annually recognizes the authors
of nonfiction book proposals that demonstrate literary' excellence in writing about deserts and
their iinportance in both the natural world and the human narrative.
Established in 2015, the Waterston Desert Writing Prize (WDWP) will celebrate its fifth year in
2019. WDWP is a Bend -based nonprofit that awards an annual prize to the authors of excellent
literary non-fiction book proposals about deserts anywhere in the world. The annual award
ceremonies are held in June at the High Desert Museum, an in-kind collaborator and strong
supporter of WDWP's efforts. In 2018, approximately 73 entries were received and 175
community members attended the awards ceremony and reception. The 2018 ceremony included
a reading by the winner, Patrick Mondaca, whose proposal was for a memoir titled "Adjustment
Disorder" focusing on his healing journey back to the deserts of Iraq where he served as a
combat veteran. The prize includes a cash award (currently $2,000) and a four-week residency at
PLAYA, an artists' and scientists' residency program located in Summer Lake, Oregon.
Readings were also given by the two finalists for the Prize.
In 2017, WDWP held the inaugural "A Desert Conversation" preceding the awarding of the
prize. In 2018, the panel was increased in size from two to four: Rebecca Lawton, the first ever -
winner of the WDWP and the new executive Director of PLAYA after Ellen Waterston stepped
down three months ago; poet Charles Goodrich of Corvallis and former director of OSU's Spring
Creek Project for Ideas, Nature and the Written Word; OSU Soil Scientist and visual artist, Dr.
Jay Noller; and documentary filmmaker Richard Wilhelm who showed a trailer of his film titled
"Refuge" that addresses the Malheur occupation of 2016. The thought-provoking hour-long
panel discussion was moderated by Adam Davis, executive director of Oregon Humanities.
WDWP is an all -volunteer organization overseen by its eleven -member Board. Three new
members were added in 2018. The organization relies exclusively on contributions. It has no
staff. It contracts for outside support with marketing and publicity as well as assistance with the
on-line submissions process. The Board meets three times a year, October, April, and June, with
Board committees convening in the interim months.
2. Project - "A Desert Conversation " 2019
Amount Requested: $1,000
The Waterston Desert Writing Prize seeks a Deschutes County Discretionary Grant to help fund
the third year of "A Desert Conversation", a featured event within the annual Prize awards
ceremony and part of WDWP's long-range plan to expand the award ceremony and the reach of
the significance of the Prize generally. The goal is that each year "A Desert Conversation" will
address issues facing deserts in Oregon and throughout the world. Noted writers, policymakers,
and scientists will be featured. Panelists, including the guest judge, are paid an honorarium and a
travel stipend and are provided lodging and meals while visiting central Oregon.
The support of Deschutes County will significantly aid WDWP in soliciting individual and
corporate donations and in achieving success with other grant applications as the Prize celebrates
its fifth year.
Two significant collaborators amplify the quality of the Waterston Desert Writing Prize. The
High Desert Museum has hosted the awards ceremonies since WDWP's inception and
complements WDWP's marketing efforts for the Prize event with theirs. This includes, of
course, "A Desert Conversation", which this grant application addresses. In addition, PLAYA, a
residency campus for artists and scientists in Summer Lake, Oregon, provides a four-week
residency to the winner as part of the Prize providing a supportive and creative environment at
no cost to the winner to work on the winning project.
In anticipation of the fifth -year celebration, information is being collected regarding the status of
previous winners' projects for a special newsletter. Early input indicates all have either had their
book published or are soon to have it released. Very exciting! If adequate funding is raised from
other sources, an anthology of writing by panelists, winner and finalists to -date will be created
before June 26, 2019.
The WDWP Board of Directors decided, effective 2019, to fix the panel size at three and to use
the skills of award-winning writer and Board president of WDWP, Ellen Waterston, as
moderator. WDWP is very excited to announce that Oregon Poet Laureate and noted nonfiction
nature writer, Kim Stafford, will anchor the 2019 panel and also offer a nature writing workshop
prior to the awards event. Rebecca Solnit, Craig Childs, Sherman Alexie, Robert Michael Pyle
and Patti Limerick are among those who have also been contacted. One of the panelists will also
serve as guest judge, complementing the work of the Board in selecting the 2019 winner. The
goal in selecting the 2019 panel is to feature accomplished writers who address nature and
deserts in their work. Building on the success of the last two years, WDWP is confident of once
again producing a highly engaging "A Desert Conversation" for all of Deschutes County and the
grater central Oregon community as well as those from the broader region.
WDWP's five-year plan calls for growing the "Conversation" portion of the award ceremony to
include more writing workshops offered by the panelists and, eventually, a multi -day symposium
on environmental, economic, social and political issues pertaining to deserts, particularly the
high desert of Eastern Oregon.
2019 Timeline
• The submission period for the prize competition concludes on April 1, 2019.
• The Waterston Prize Board of Directors will select the winner and finalists at their
meeting on April 27, 2019.
• The Board will announce the prize winners and the coming award ceremony in early May
2019. WDWP is highly experienced in generating publicity and, aided by the High
Desert Museum's marketing department as part of their in-kind assistance to the Prize,
will launch a region -wide campaign once the finalist has been selected.
• "A Desert Conversation" and the annual award ceremony will be held at 5:30 p.m.,
Wednesday, June 26, 2019 at the High Desert Museum.
• After the event WDWP will distribute selected content from the "Conversation" in order
to serve a wider audience and to bring more attention to the event, the prize, and to
Deschutes County.
3. Performance Measurement
The Waterston Desert Writing Prize and "A Desert Conversation" seek to serve the residents of
central Oregon who live in a desert landscape. Those attending will benefit from a high-quality,
informative, thought-provoking program that creates a greater appreciation of the challenges and
opportunities pertaining to not only the Oregon high desert but to deserts worldwide.
By annually bringing noted thinkers and writers to Bend to participate in "A Desert
Conversation", the cultural life of Deschutes County is enriched in the same way that the cultural
life of the West as a whole has been enriched by such non-fiction writers as Wallace Stegner,
Timothy Egan, and Barry Lopez and the cultural Life of the Northwest has been enriched by
authors Robert Michael Pyle, Kim Stafford, and others. The "Conversation" will, over time,
bring national and international attention to Deschutes County for annually gathering citizens to
explore the interrelationship of culture, science and the uniqueness of desert environments.
Each year the origin and number of nonfiction proposals/submissions are tracked. The Prize is
attracting applicants from all over the world and from states across the United States who offer a
wide variety of compelling desert perspectives. The Board's and the guest judge's job is not an
easy one. The Board is seeing an annual increase in the number of submissions as the word and
reputation of the Prize grows. Last year saw 73 applications, a new record.
At "A Desert Conversation", the awards ceremony, and the creative writing workshops that
precede the event, WDWP's Board and the staff at the High Desert Museum tally the number of
attendees and where they are from. Feedback is also gathered to help shape future ceremonies.
It is exactly that audience feedback that resulted in the Board decision to fix the panel size at
three members going forward.
Approximately 15% of those attending last year were from out of the area, requiring them to
lodge and dine in Deschutes County. That number is expected to increase in 2019 given
increased publicity efforts, the star-studded panel of the 2019 "A Desert Conversation", and the
addition of more workshops for Deschutes county writers to enjoy. All events associated with the
Prize are free of charge – workshops, reception and awards—which provides further incentive to
attend. The literary caliber of the event and the thought-provoking discussions that takes place
during "A Desert Conversation" establishes Deschutes County as a trendsetter and thought leader
relative to concern about and interest in its desert landscape and others like it.
4. Budget Narrative
Funding for the WDWP and "A Desert Conversation" comes from the organization's endowment
managed by the Oregon Humanities, from donations by Board members, individuals and
corporations, and from grants.
A Deschutes County Discretionary Grant will help defray the costs of honoraria and travel
expenses for the panelists, including the guest judge. There are no matching funds. In-kind
contributions will include the use of the High Desert Museum venue, and the provision of
refreshments at the event. Please see the attached budget for the "A Desert Conversation" portion
of the overall WDWP budget, also included which accounts for the annual activities of the
Waterston Desert Writing Prize.
The Board thanks the Deschutes County Board of Commissioners for considering "A Desert
Conversation" as a recipient of a Deschutes County Discretionary Grant.
Please find attached as part of this application:
• The budget for "A Desert Conversation" for June 26, 2019
• Waterston Desert Writing Prize FY 19-19 Budget Overview by Class.
• A 501 (c)(3) Change in Status showing the name change from Nature of Words to
Waterston Prize
• The original 501(c)(3) for Nature of Words
INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OH 45201
Date: FEB 1 6 2007
THE NATURE OF WORDS
Po BOX 640
BEND, OR 97709
DEPARTMENT OP THE TREASURY
Employer Identification NUmber:
86-1167881
DLN:
17053363017036
Contact Person:
THOMAS C 'KOESTER ID# 31116
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
DECEMBER 31
Public Charity Status:
170(b) (1) (A) (vi)
Form 990 Required:
YES
Effective Date of Exemption:
AUGUST 16, 2006
Contribution Deductibility:
YE8
Advance Ruling Ending Date:
DECEMBER 31, 2010
Dear Applicant:
We are pleased to inform you that upon review of your application for tax
exempt etatus we have determined that you are exempt from Federal income tax
under section 501(c) (3) of the Internal Revenue Code. Contributions to you are
deductible under section 170 of the Code. You are also qualified to receive
tax deductible be:vests, devises, transfers or gifts under section 2055, 2106
or 2522 of the Code. Because this letter could heap resolve any questions
regarding your exempt status, you should keep it in your permanent records.
Organizations exempt under section 501(c)(3) of the Code are further classified
BB either public charities or private foundations. During your advance ruling
period, you will be treated as a public charity. Your advance ruling period
begins with the effective date of your exemption and ends with advance ruling
ending date shown in the heading of the letter.
Shortly before the end of your advance ruling period, we will send you Form
0734, support Schedule for Advance Ruling Period. You will have 90 days after
the end of your advance ruling period to return the completed form. We will
then notify you, in writing. about your public charity status:.
Please pee enclosed Information for Exempt Organizations Under Section
501(c) (3) for Some helpful information about your responsibilities as an exempt
orgaeiaation.
Letter 1045 (DO/CG)
The Waterston Writing Prize
FY18-19 BUDGET OVERVIEW BY CLASS
June 2018 - May 2019
2019 JUNE PRIZE TOTAL
Revenue
Board Contributions 5,000 $5,000
Grants & Foundations 4,000 $4,000
Individ, Business Contributions 3,000 $3,000
OCF Investment Income 1,500 $1,500
Total Revenue $13,500 $13,500
GROSS PROFIT $13,500 $13,500
Expenditures $0
Contract Services
Accounting Fees 500 $500
200 $200
Legal Fees 3,200 $3,200
Outside Contract Services
Total Contract Services 3,900 $3,900
$0
Operations 200 $200
Business Registration Fees
Miscellaneous Costs 500 $500
Office Supplies 500 $500
Postage, Mailing Service 300 $300
Telephone, Telecommunications 500 $500
Total Operations 2,000 $2,000
Program -Annual Award & Symposiu $0
Advertising and Promotion 1,100 $1,100
750 $750
Catering 500
500 $
Gifts $0
Honoraria
Cash Award -Winner 2,000 $2,000
Finalists 750 $750
500 $500
Guest Judge 1,000 $1,000
Panel
Total Honoraria 4,250 $4,250
Travel & Lodging 1,000 $1,000
Total Program -Annual Award & Symposiu 7,600 $7,600
Total Expenditures $13,500 $13,500
NET OPERATING REVENUE $0 $0
Other Revenue $0
IN-KIND GIFTS
In Kind - Board 500 $500
In Kind - Contract Services 3,000 $3,000
In Kind - Goods & Services 6,000 $6,000
Total IN-KIND GIFTS 9,500 $9,500
Total Other Revenue $9,500 $9,500
Other Expenditures
Friday, September 21, 2018 11:22 AM GMT -7 1/2
2019 JUNE PRIZE TOTAL
IN-KIND EXPENSES $0
In Kind - Board 500 $500
In Kind - Contract Services 3,000 $3,000
In Kind - Goods & Services 6,000 $6,000
Total IN-KIND EXPENSES 9,500 $9,500
Total Other Expenditures $9,500 $9,500
NET OTHER REVENUE $0 $0
NET REVENUE $0 $0
Friday, September 21, 201811:22 AM GMT -7 2/2
Waterston Desert Writing Prize
"A Desert Conversation"
June 26, 2019
PROJECT BUDGET
DESCRIPTION/SOURCE CASH IN-KIND TOTAL
EXPENSES
Salaries/volunteer hours Board fundraising, grant writing, program development
Benefits
Honoraria For panelists including guest judge for "A Desert Conversation"
Travel For panelists including guest judge for "A Desert Conversation"
Supplies/materials
Equipment /services Donated by the High Desert Museum (HDM)
Venue rental Donated by the High Desert Museum
Publicity Web site, social and print media, event invitations
ADA access
TOTAL EXPENSES
$1,500.00
$ 500.00
$ 250.00
$2,250.00
$125.00 $ 125.00
$ 0.00
$1,500.00
$ 500.00
$ 0.00
$125.00 $ 125.00
$750.00 $ 750.00
$125.00 $ 375.00
$ 0.00
$1,125.00 $3,375.00
REVENUE $ 0.00
Admissions/registration Free and open to the public
Individual/org. support Cash from individuals, corps, in-kind from HDM $ 250.00 $ 875.00 $1,125.00
Grant/foundation support Grants from other than Deschutes County $ 500.00 $ 500.00
Applicant's contributions Cash and in-kind donations from Board members $ 500.00 $ 250.00 $ 750.00
Subtotals $1,250.00 $1,125.00 $2,375.00
Grant request Deschutes Arts & Culture $1.000.00 $1.000.00
TOTAL REVENUE $2,250.00 $1,125.00 $3,375.00
Submitted September 28, 2019
Application Organization: Waterston Desert Writing Prize
Waterston Desert Writing Prize
Board of Directors 2018 — 2019
Executive Committee
Ellen Waterston, President
536 NW Harmon Blvd.
Bend, OR 97703
Phone: 541.480.3933
Email: ellen@ellenwaterston.com
Jennifer Delahunty, Vice -President
69741 Old Wagon Road
Bend, Oregon 97759
Phone: 541.312.3684
Email: de.lahuntvjennifer(d)a nail.com
Gail Hill, President
65750 Twin Bridges Road
Bend, OR 97701
Phone: 503.913.1038
Email: r h.tbfarm6r"ii:mail.com
Louise Hawker, Secretary/Treasurer
60780 River Bend Drive
Bend, Oregon 97702
Phone: 541.3 82.2484
Email: Ihawvker@hendcable.com
Board Members
Julia Kennedy Cochran
18624 Pinehurst Road
Bend, Oregon 97701
Phone: 541.312.3684
Email: j enneilv(? bendnet.cozn
Jim Cornelius
PO Box 461
Sisters, OR 97759
Phone: 541.390.6973
Email: jimtii nuggetnewvs.eom
Ted Haynes
Haynes and Company
1259 El Camino Real #272
Menlo Park, California 94025
Phone: 650.368.4552 650.323.3006
Email: led (jtedhaymes.eom
Les Joslin
2356 NW Great Place
Bend, Oregon 97703
Phone: 541.330.0331
Email: lesjos1 l.com
Kathy Lawrence
2977 NE Saber Drive
Bend, Oregon 97701
Phone: 541.306.9614
Email: 0oodklawtuwgmail.corn
Richard Linford
1328 NW Constellation Drive
Bend, Oregon 97701
Phone: 541.848.7724
Email: dicklinford l ;echotrips.com
Jeff Tryens
14461 Pole Court
Sisters, Oregon 97759
Phone: 503.244.4355
Email: jefi'.trvens( 2,mai1.coir1
BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to iLid ithutiizit.:schutes.Or no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name: I Todd Looby
Organization Name:
Address:
City:
BendFilm
1000 NW Wall Street
I Bend
Telephone Number:
Email Address:
State:
Orecon
Zip Code:
97701
541-388-3378
todd@bendfilm.org
Certification:
BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
•
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
,j
Signature:
Print Name: Todd Loobv
Title: Director, BendFilm
Date: September 28th, 2018
BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
Application Questions
Organization
1. Describe the history of the organization, including the year the organization was established.
Founded as a 501(c)(3) organization in 2003, BendFilm believes that quality film exhibition and
visual storytelling stimulates intellectual curiosity, educates audiences about filmmaking, enhances
Deschutes County's cultural integrity, inspires social action, and provides a vital economic benefit to
Central Oregon. Through its activities across Deschutes County, BendFilm is educating and
cultivating generations of citizens who will understand the value of independent art and engage with
arts and culture in a variety of ways from an early age.
BendFilm's Board and Staff have a proven record of success. Two board members have each served
over three years and Director Todd Looby was hired in 2014 for his successful programming,
management, and operations experience in the film, nonprofit, and commercial construction
industries. Under Todd's leadership, BendFilm's annual revenue has increased by almost 40% due to
success securing grants, sponsorships, memberships, festival sales, and a 300% increase in film
submission revenue. In each of Todd's four years as the director, BendFilm has operated at a budget
surplus and expanded its programmatic offerings.
In addition, BendFilm Head of Festival Programming Erik Jambor, will again develop and
implement the BendFilm Festival program. Erik's successful 20 -year career of programming
industry-leading festivals has improved the quality of BendFilm's offerings. Erik's experience
running three festivals has helped Todd focus on improving operations, marketing, and development
activities to ensure the success of the organization's sustainability and continued growth.
BendFilm enlists the help of a committed volunteer corps annually. The Organization's list of
volunteers grows annually and currently includes 650 individuals from throughout Deschutes
County. Each year, BendFilm has over 250 individuals donate over 1,400 hours of combined time.
Volunteers are vital to BendFilm's success as they manage venue queues, ticket sales, and special
guest transportation in addition to donating their homes to host special guests and filmmakers.
BendFilm's organizational stability, program improvements, and proven model work together to
ensure that each year the Organization provides quality programs and educational services to
residents and visitors across Deschutes County. BendFilm is committed to financial sustainability
and recently completed a two-year strategic planning process that is currently being implemented.
2. State the organization's mission, goals, and programs or services provided.
BendFilm's mission, goal statement, and programs include the following:
Mission Statement: BendFilm celebrates the brave voice of independent cinema through films,
lectures, and education.
Goal Statement: BendFilm's primary goal is to establish itself as a top cultural organization in the
Pacific Northwest with national recognition and reach. To this end BendFilm endeavors to lead
Central Oregon in film and filmmaking education and exposure. BendFilm works tirelessly to be a
strong partner in Deschutes County and bring national and international recognition to the region
through its educational programming and the annual BendFilm Festival, which brings visitors from
around the world each October for a premier arts experience.
BendFilm Programs: The organization supports the following programs —
BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
Annual BendFilm Festival: BendFilm will host its 15th annual Festival between October 11th and
14th of 2018. The Festival is BendFilm's cornerstone program and serves as the centerpiece through
which the organization's annual educational programs flow. The festival showcases approximately
110 independent narrative, documentary, short, animated, northwest -produced, special topic, and
student films each year. Throughout the festival, visiting filmmakers and jurors participate in public
educational panels and post -screening talks. In addition, the Festival provides local filmmakers,
musicians, and artists a venue through which to share their art by including screenings of short -films
made by local filmmakers and live music from area musicians before features. The festival also
provides space for local artists to display and sell their rnixed media pieces in Festival venues.
Filmmaking Instruction Program (FIP): The FTP is an ongoing project that exposes youth to
filmmaking. Many youth throughout Deschutes County and the region lack access to or even the
knowledge that film might be an option for them as a hobby or career. This Program reaches these
youth at school and in the community with the message that visual storytelling is available to
everyone regardless of their circumstances. This educational program occurs outside of the Festival
and serves aspiring filmrnakers aged 11 to 18 throughout the Bend-LaPine School District and at the
Boys and Girls Club of Bend.
Future Filmmakers Program: The Future Filmmakers Program is Bend Film's premiere educational
component and showcases the short filrns of 25 youth filmmakers throughout Deschutes County. The
program is open to filmmakers of all ethnic and economic backgrounds and encourages youth to
share their voices and talents through visual storytelling. Future Filmmakers was founded in 2006 by
Michelle Alvarado of Wahoo Films and has grown to become a very popular part of the festival. This
Central Oregon video contest is open to students in grades 5 through 12. The Program uses the
BendFilm Festival to showcase the films of aspiring local talent.
72 -Hour Filmmaker Scramble: In collaboration with Scaleflouse, BendFilm hosts an annual 72 -
hour Filmmaker's Scramble video contest wherein up to 50 filmmakers of all ages will receive
filmmaking mentoring and produce a short film in three days. Finns are then screened and judged by
audiences and professionals with winners chosen by both. All filmmakers receive valuable feedback
from professional filmmakers to assist in honing their filmmaking skills.
Motion Picture Diversity Program (MPDP): New in 2018, the MPDP was sparked by BendFiln's
desire to expand opportunities for Native American and female filmmakers to reach a large and
diverse audience. The MPDP is a curated screening program that gives BendFilm the opportunity to
open pathways for the geographically and culturally diverse regional population, as well as numerous
visitors who travel to Bend for the Festival, to the work of underrepresented artists whose stories and
experiences they would otherwise likely never hear.
Tin Pan Series: Now in its third year, BendFilm brings cinema education to the Bend residents of
all ages. This film retrospective consists of a series of four films screened at Bend's Tin Pan Theater
coupled with a post -screening analysis of the films providing deeper insight into the genre of films
screened. The goal of the Series is to provide access and visual arts education and discussion to
Deschutes County residents who might otherwise not have the opportunity to engage in these
activities.
Community Screenings Program: The Tin Pan Series is part of 12 community screenings BendFilm
hosts throughout the year. The films to be showcased at the year-round events are not otherwise
publicly screen in Bend and serve to keep the excitement and educational aspects of the Festival
going throughout the year. Many of these screenings are programmed to deepen public awareness of
2
BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
important issues and get viewers thinking and discussing social action. Panel discussions centered on
the themes covered in the screened films and how they impact Deschutes County and the surrounding
region follow each screening.
Artist -in -Residence: BendFilm partners with Caldera Arts to host an annual Artist -in -Residence
filmmaker. In 2018, filmmaker Alisa Yang will use her residency to work on her next screenplay and
host a filmmaker showcase at the Tin Pan Theater in Bend.
Describe the leadership and structure of the organization.
BendFilm Director, Todd Looby, and his professional staff of five oversee BendFilm's activities and
programs while also managing BendFilm's volunteer corps. The Director reports to BendFilm's
twelve member Board of Directors. The board is made up of local stakeholders and helps to guide
BendFilm and support its mission. The BendFilm Advisory Board is made up of 12 community
members and provides valuable assistance to all aspects and activities of the Organization.
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
The 2019 BendFilm Festival Marketing, Education, and Expansion Program
2. Indicate the dollar amount requested for a grant.
BendFilm is respectfully requesting $10,000 in Deschutes County Arts & Culture Grant Program
funding.
3. Describe the goals and objectives of the proposed initiative.
The overarching goal of the 2019 BendFilm Festival Marketing, Education, and Expansion Program
is to build on the success of the 2018 Program and further increase awareness and attendance for the
BendFilm Festival and drive education, cultural awareness, and economic activity in Deschutes
County. This will be accomplished by enhancing outreach and education regarding BendFilm
offerings while expanding Festival related activities to additional locations throughout the County.
The 2019 Program directly addresses all three objectives of the Deschutes County Arts & Culture
Grant Program as it will: 1) increase arts and culture opportunities in Deschutes County; 2) make
arts and culture education available to County residents, and 3) contribute to the local economy.
4. Identify the target population which will be served.
The 2019 BendFilm Festival Marketing, Education, and Expansion Program will serve all residents
of Deschutes County while targeting potential visitors from throughout the region and state as well as
nationally and internationally to the County.
5. Identify the geographic area(s) of Deschutes County which will benefit.
All of BendFilm's activities and programs are designed to benefit the entirety of Central Oregon
culturally, financially, and educationally. While The 2019 BendFilm Festival Marketing, Education,
and Expansion Program will primarily serve areas around Sunriver, Sisters, Bend, and Redmond, it
will also provide outreach, education, and increased tourism dollars throughout the County.
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BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
6. Describe how the proposed initiative will positively impact the community and complement
existing services currently provided by Deschutes County.
The BendFilm Festival is Bend's longest running cultural event and has inspired the creation of other
cultural organizations and events. Each October BendFilm kicks -off what the local travel
organization, Visit Bend, has branded the, "10th Month: Bend, Oregon's month-long celebration of
ideas and innovation" when several Bend -based cultural organizations will host events and
conventions. 10th Month was initiated to boost fall tourism—increasing the economic impact of the
annual BendFilm Festival. Each year, the BendFilm audience helps area businesses survive the lean
"shoulder months" of October and November by contributing approximately $750,000 to the local
economy during the fall tourist season lull. The 2019 BendFilm Festival Marketing, Education, and
Expansion Program will complement the Festival and multiply its impact throughout the County by
expanding outreach, education, and Festival activities.
7. Describe in detail how the proposed initiative will be implemented
The 2019 BendFilm Festival Marketing, Education, and Expansion Program is made up of two
specific activities. Activity one is expansion of BendFilm Festival offerings into Sunriver, Sisters,
and Redmond, Oregon. This expansion will include screenings and educational activities at the
SHARC, the Belfry Theater, the Tin Pan Theater, and the newly reopened Odem Theater. The
planned expansion will provide access to Festival activities and offerings available to populations
who would likely otherwise not be able to attend. Activity two includes additional outreach and
marketing to support the expansion and drive visitors and residents to the satellite events. It will also
include outreach material designed specifically to educate Deschutes County regarding the
importance of film and visual storytelling as an art form as well as film's capacity to serve as a
cultural record and bring communities together around common interests. These materials will also
provide information regarding BendFilm's educational and other offerings and contact information
for those interested in participating.
With the assistance of Deschutes County Arts & Culture Grant Program funding, BendFilm will
leverage its relationships throughout the County to implement the Festival expansion at satellite
locations. The BendFilm will use its existing marketing resources in concert with grant funding to
serve as a force multiplier as it expands outreach in support of the expansion throughout the County.
8. Describe specifically how the requested funds will be used.
Deschutes County Arts & Culture Grant Program funding will be used to expand BendFilm's
marketing reach and offer the addition of festival film screenings in Sunriver, Sisters, and Redmond,
Oregon. Funding will combine with BendFilm's existing marketing resources to support an outreach
campaign including online, print, and physical media targeted to reach residents throughout the
County as well as draw visitors regionally, statewide, nationally, and internationally to the Festival
expansion. A portion of grant funding will help offset the cost of exhibition at the satellite locations.
9. Identify any partner agencies which will collaborate to implement the proposed initiative.
BendFilm regularly collaborates with local cultural organizations and for-profit businesses. Most of
the Organization's collaborations take place during screenings throughout the year. For these events,
organizations including the Sisters Folk Festival, Cascades Academy, Deschutes Public Library, and
World Muse co -host film screenings and contribute to post -screening discussions and education
relating the film to their missions. Community -building is an important BendFilm guiding principle.
4
BendFilm 2018-19 Deschutes County Arts and Culture Grant Program Application
In the past 24 months, BendFilm has collaborated with organizations including Central Oregon
Community College, JBarJ Youth Services, the Jefferson County Cultural Coalition, the Deer Ridge
Correctional Facility, the Oregon Youth Challenge, the Confederated Tribes of Warm Springs, the
City of Bend, and Bend 2030 to provide services. BendFilm anticipates leveraging these
partnerships, connections with the Belfry and Odem Theaters, as well as those with the Cities of
Sunriver, Sisters, and Redmond to implement the expansion and support the 2019 BendFilm Festival
Marketing, Education, and Expansion Program.
10. Describe how County funds will be used to leverage other sources of funding to support the
proposed initiative.
As part of BendFilm's strategic planning process, the Organization has an aggressive grant, donor,
and sponsorship development plan in place. Through the 2019 Program, BendFilm will use
Deschutes County Arts & Culture Grant Program funds to continue to expand the Organization's
footprint and convert recognition of the Festival and BendFilm's other offerings into leverage in
securing additional funds from local, regional, state, and national sources.
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative
(examples: number of persons in attendance and/or number of classes or events held).
Quantifiable outputs of the 2019 BendFilm Festival Marketing, Education, and Expansion Program
include increasing the number of screenings and educational offerings in Sunriver, Sisters, and
Redmond as well as expanded outreach and marketing of the expansion and BendFilm offerings
overall. In turn, these outputs will drive increased awareness, attendance, knowledge, and, ultimately,
additional revenue both to BendFilm and its partners as well as to Deschutes County businesses.
2. Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and
understanding of the arts or cultural topics).
As mentioned in 1. above, The 2019 BendFilm Festival Marketing, Education, and Expansion
Program will result in: 1) increased awareness of BendFilm and its programmatic offerings; 2)
increased knowledge and understanding of the importance and opportunity contained within the art
of filmmaking and visual storytelling; and 3) increased access to BendFilm's educational activities.
3. Estimate financial impact to the local economy as a result of the proposed initiative.
In the short-term, BendFilm estimates that $10,000 in Deschutes County Arts & Culture Grant
Program funding supporting the 2019 BendFilm Festival Marketing, Education, and Expansion
Program will combine with existing resources/partnerships to return $60,000 to $110,000 in overall
economic activity across Deschutes County in 2019 due to increases in visitors and attendance.
The longer term benefits of Deschutes County Arts & Culture Grant Program support is harder to
quantify, though it has the potential to be substantial as residents eyes are opened to potential career
choices, creating and selling art, further patronizing cultural and art events, as well as becoming more
engaged in arts and culture over a lifetime. From this frame of reference the long term potential for
this Program to meet the three objectives of the Deschutes County, Arts & Culture Grant Program is
truly unlimited.
5
INTERNAL REVENUE SEILCE
P. 0. BOX 25.019,.,:
CINCINNATX,'OH 45201
' Date:
APR 2 3 2008
BENDFILM •
520'SW POWERHOUSE STE 628
BEND, OR 97702
DEPARTMENT OF THE TREASURY
Emgloyer Identification Number:
20-0155231
DLN:
17053103716028
Contact Person:
GINGER L JONES ID# 31646
Contact Telephone Number:
(877) 829-5500
Public Charity Status:
170 (b) (1) (A) (vi)
Dear Applicant:
Our letter dated October 2003, stated you would be exempt from Federal
income tax under section 501(c)(3) of the Internal Revenue Code, and you would
be treated as a public charity, rather than as a private foundation, during
an advance railing period..
Based on the information you submitted, you are classified as a public charity
under the Code section listed in •the heading of this letter. Since your
exempt status was not under consideration, you continue to be classified as
an organization exempt from Federal income tax under section 501(c)(3) of the
Code.
Publication 557, Tax -Exempt Status for Your Organization, provides detailed
information about your rights and responsibilities as an exempt organization.
You may request a copy by calling the toll-free number for forms,
(800) 82913676.' Information is also available on our Internet Web Site at
www.irs.gov.
If you have general questions about exempt organizations, please call our
toll-free number shown in the heading.
Please keep this letter in your permanent records.
We have sent a copy of this letter to your representative as indicated in your
power of attorney.
Sincerely yours,
Robert Choi
Director, Exempt Organizations
Rulings and Agreements
Letter 1050 (DO/CG)
BendFilm 2 -Year Operational Budget (Estimated)
September 28, 2018
Revenue
2019 Budget
Estimate
2018 EOY
Estimate
2110 Submission Fees
42,000.00
40,000.00
2120 Membership
22,750.00
17,500.00
2200 Fundraising
20,625.00
16,500.00
2210 Fundraising Event Revenue
28,750.00
23,000.00
2310 Sponsorship
105,000.00
88,000.00
2400 Festival Revenue
110,000.00
100,000.00
2500 Other Programs Revenue
12,000.00
8,745.00
2700 Merchandise Revenue
2,500.00
2,500,00
3140 Grants
70,000.00
80,000.00
4300 Miscellaneous Income
0.00
0.00
7300a OTHER INCOME
0.00
0.00
Education Programs
0.00
0.00
Education Programs
200.00
200.00
Total Revenue
$ 413,825.00
$ 376,445.00
Gross Profit
$ 413,825.00
$ 376,445.00
Expenditures
2019 Budget
Estimate
2018 EOY
Estimate
3000 Contractor Expenses
18,350.00
46,400.00
Payroll Expenses
194,917.87
113,225.00
4000 Overhead Expense
47,000.00
44,685.00
5000 Operations Expense
1,000.00
1,205.00
5030 Festival Marketing & Promotion
27,120.00
27,120.00
5031 Banners/Graphics
0.00
1,500.00
6100 Festival Programing
75,990.00
74,500.00
6200 General Festival Expense
5,000.00
5,000.00
6300 Festival Venue Expense
22,000.00
19,000.00
6460 Venue Related Expense
300.00
300.00
6480 Parties
12,000.00
10, 000.00
6490 Volunteer Expense
700.00
545.00
6500 Education Expense
10,000.00
3,400.00
7000 Other Program Expense
5,700.00
5,700.00
7100 Merchandise Expense
4,000.00
4,000.00
7200 Ticketing Expenses
1,500.00
1,500.00
7400 Fundraising Event Expense
9,000.00
9,000.00
7500 Grant Writing Expense
8,000.00
7,400.00
Event (Non -Festival) Expense
41.98
50.00
Uncategorized Expenditure
0.00
0.00
8300 Other Expense
0.00
1.57
Total Expenditures
$ 442,619.85
$ 374,531.57
Net Operating Revenue
$ 442,619.85
$ 374,531.57
Net Revenue
-$ 28,794.85
$ 1,913.43
BendFilm 2019 Proposed Festival Budget
Revenue
2110 Submission Fees $ 38,200.00
2120 Membership $ 20,065.00
2200 Fundraising $ 19,300.00
2210 Fundraising Event Revenue $ 19,000.00
2310 Sponsorship $ 77,000.00
2400 Festival Revenue $ 83,628.50
2500 Other Programs Revenue $
2700 Merchandise Revenue $ 5,200.00
3140 Grants $ 60,500.00
4300 Miscellaneous Income $ 5,200.00
5200 Services $
5300 Uncategorized Income $
Education Programs $ 150.00
Interest Income $ -
Total Revenue $ 328,243.50
Expenditures
3000 Compensation Expense $ 125,172.00
4000 Overhead Expense $ 32,843.20
5000 Operations Expense $ 2,600.00
5030 Festival Marketing & Promotion $ 30,650.00
5031 Banners/Graphics $ 1,300.00
6100 Festival Programing $ 65,446.00
6110z HUMAN RESOURCES $ 40.00
6200 General Festival Expense $ 10,500.00
6300 Festival Venue Expense $ 16,500.00
6460 Venue Related Expense $ 1,500.00
6480 Parties $ 10,500.00
6490 Volunteer Expense $ 3,400.00
6500 Education Expense $ 1,150.00
7000 Other Program Expense $
7100 Merchandise Expense $ 6,00.0.00
7200 Ticketing Expenses $ 325.00
7400 Fundraising Event Expense $
Event (Non -Festival) Expense $ 200.00
BendFilm Festival Education, Marketing, and Expansion
Staff time for projects:
1. Redmond: 55 hours at $30/hour
2. Sisters: 55 hours at $30/hour
3. Bend: 40 hours at $30/hour
Program costs (film licenses, filmmaker presence):
$ 20,000.00
=>
$ 1,650.00
$ 1,650.00
$ 1,200.00
7
BendFilm 2019 Proposed Festival Budget
1. Redmond
2. Sisters
3. Bend
Marketing Costs:
1. Printed Material, Advertising
2. In-kind marketing support (Staff Time, Advertising)
_> $ 1,500.00
_> $ 1,500.00
=> $ 500.00
_>
=> $ 2,000.00
_> $10,000.00
Total Expenditures $ 328,126.20
Net Operating Revenue $ 117.30
Other Revenue
7300a OTHER INCOME $ 260.86
Total Other Revenue $ 260.86
Other Expenditures
8300 Other Expense 378.00
Total Other Expenditures $ 378.00
Net Other Revenue -$ 117.14
Net Revenue i 0.16
2
BENDRLM:
a celebration of independent cinema
BendFilm
Board of Directors
List and Affiliation
Name
Place of
Employment
Job Title
Email
Phone
A. Giancarlo
Gatto
President
First Interstate
Bank
Mortgage Loan
Officer
aggatto@me.com
541.604.4882
Kirsten
Hostetler
Secretary
Central Oregon
Community
College
Asst. Professor,
Library Science,
kirstenhostetler@gmail.com
217.414.9083
Chris Gagne
Treasurer
Allegiant
Partners
Incorporated
Credit Analyst
cm.gagne22@gmail.com
925.849.7099
Bob Reininger
Raven Rock
Wealth Partners
Wealth Advisor
bob.reininger@ravenrockwp.com
541.390.3132
Charlie Thiel
Charlie Thiel
Photography
Owner,
Photographer
charlietonline@gmail.com
843.437.2232
Laurie Halter
Charisma!
Communications
Owner
Laurie@charismacommunications
.com
503.816.2474
Natalie Dent
Cascade Angels
Venture
Capitalists
Investor and
Entrepreneur
Relations
natalie.dent@gmail.com
206.605.1802
Lawrence Fisher
Home Systems
Solutions
Founder and
President
lawrence@hssbend.com
602.882.2378
Sheila Luber
Retired
Marketing
Director
sheilarl@me.com
541.390.7597
Kate Bailey
Washington
Federal
VP Banking
Officer
Kate.Bailey@wafd.com
541.771.6742
Alison
Hohengarten
Francis Hansen
Martin LLP
Attorney
ahohenga@yahoo.com
541.647.7437
CJ Ferrari
Miller Ferrari
Wealth
Management
Financial Advisor
cj@millerferrari.com
541.63.8055
Todd Looby
BendFilm, Inc
Director
todd@bendfilm.org
541.388.3378
State:
CaCc v pan j
Oc -_
-ci316 -q-q 1 Z ee,\S 5 - 0W03 e, k.f>
Zip Code:
°I-7 703
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3, Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to judithu((deschutes g no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Organization Name:
Address:
City:
,t
N U3 Gr. -ten -wood
Telephone Number:
Email Address:
Certification:
(?-\r,iA 'P1q(n 0 cm\t , Cel
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. 1 am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Name: It C.Q
Title:
Date:
sbci
R)00,5 of
'7/1/1.
Deschutes County Arts and Culture Grant Program 2018-2019 Application
Organization:
1. Cascades Theatrical Company — CTC - started in 1978 and is a 501(C)(3) non-profit. As Deschutes County's
oldest community theater, currently in our 40th season, we are an integral part of the Central Oregon
Community. Our founders procured a great downtown Bend location and used sweat equity to build out
our theater. Their legacy to us is a mortgage-free building where we can produce quality theater.
2. Our ongoing legacy to the Central Oregon Community will be to continue our mission: To entertain
audiences by providing theater for all. Our Vision/Values statement is:
We...
1) Strive to create quality productions and theatrical experiences,
2) Maintain fiscal responsibility through sound business practices,
3) Encourage and support creativity, innovation and opportunity and,
4) Actively cultivate the next generation of theater lovers through experience.
Our company produces 6 main stage productions and 2-3 Black Box productions annually. We also
produce The All Aspects Teen Theater (AATT) which offers local theater students, ages 10-18, a tuition free
opportunity to produce and star plays. Students are involved in "all aspects" of the theatrical
production - acting, directing, set design/construction, sound/light design, costumes/makeup, props, etc.
AATT produces shows in October and February and offers summer and school year workshops.
Other teen/child theaters in Bend and Redmond charge between $100 and $750 dollars to participate
in productions—we are committed to allowing youth more access our program so that they can
become trained young adults able to design, costume, direct and act in the future. All productions
take place at Cascades Theatrical Company's Cascades Theater on Greenwood Ave. or at our new
rehearsal space located at the Whistle Stop on Division. AATT averages 20 — 25 students per production
and currently has a 3 show run per production. The audience ranges and is open to all— the shows are
listed on the CTC website and are sold just like any performance at Cascades Theater. All
Aspect Teen Theater is currently being supervised by Richard Choate, CTC's Board of Governors President
and directed and managed by our Production Coordinator, Michaela Conley, with assistance from our
office manager, both of whom have theater degrees.
CTC has recently taken Triage Improv under its umbrella of services and offers quality improv training, a
performance venue for our local talent and affordable comedy for our local residents in a family friendly
environment. Triage's founder, Rhonda Ealy is a member of our Board of Governors and the lead teacher
and director of the Improv courses and troupes (Reality Benders is the name of their "Newcomers"
troupe).
Cascades Theater for Children was launched in 2018 and our first production, Alice in Wonderland, was
a huge success! It was performed and produced by the AATT and offered a wonderful opportunity for local
children to see a performance, go for a "behind the scenes" tour and interact with the actors and theater
setting in general. The goal of Cascades Theater for Children is to bring theater to the younger members
of our community, ages 7 and younger, who may not otherwise have access to see live theater in our
community due to age restrictions or the plays being produced. The hope is that by exposing children at
younger ages we will build and reinforce the importance of the arts in life and develop a life-long love of
theater.
CTC offers 2-3 Black Box productions annually as well. Black Box offers lower budget, more
experimental or "edgy" productions to be produced and allows audiences more viewing variety.
CTC has a Board of Governors who oversee the financial health and artistic integrity of our Theater. The
Board consists of 8 members: Richard Choate (President), Alice S. Huskey (Secretary), David Doyle
(Treasurer), Julianne Ramaker, Michael Futterman, William Futterman, Rhonda Ealy and Greg Schlichter.
CTC employs 3 paid employees—a Business Manager/Executive Director, an Office Administrator/Assistant
and a Production and Volunteer Coordinator. The rest of our "family" is volunteers who give countless
hours, either on stage, behind the scenes, providing technical support and our front of the house
volunteers.
Program, Project or Activity:
1. Arts Education Programs: All Aspects Teen Theater
2. We are requesting $ 5000.00. Any part of this request will only help us continue our mission and
commitment to offering tuition -free, quality theatrical opportunities for young people in Deschutes
County.
3. Our goal is to continue to bring quality educational and cultural opportunities to our All Aspects Teen
Theater participants and audiences and continue the Cascades Theater for Children. All Aspects Teen
Theater will involve a minimum of 20 students for each of the 2 full productions – a spring
performance for the AATT actors, geared to challenge and inspire the teens with full-length works and
a fall production, performed by the AATT actors for the Cascade Theater for Children to provide
theatre for "littles" performed and produced by the teens. We are committed to remain a tuition -free
program and all the money raised through ticket sales to AATT performances goes toward the cost of
the productions and workshops. Any surplus income goes into our Carol J Bryant Scholarship, which,
to date, has awarded nearly $15,000.00 over the last four years. This Scholarship is funded primarily
through all the concession tips throughout the year for all our productions and events held at CTC.
With grant funding to support our efforts to pay a modest stipend to our talented workshop leaders,
directors and "wranglers", and to cover the costs of our scripts and royalties, all ticket sales proceeds,
targeted donations to AATT and/or sponsorships can be pumped back into increasing the quality of
productions and workshops we offer our actors and will help fund our scholarship generosity.
4. The populations we will serve are children from birth –18.
5. Our community theater is located in Downtown Bend, Oregon and we serve primarily Deschutes
County residents, but we sometimes have visitors to the area who enjoy live theater. Residents from
the tri -county area also come to Bend to see live theater productions.
6. Deschutes County census information indicates that 20.5% of the population is under 18 and
approximately 10.6% of persons in Deschutes County live in poverty. While many families do not fall
into the "poverty" category, many families in Deschutes County cannot afford the additional costs
associated with an Arts education for their children. We hope to offer cultural opportunity and
enrichment to these specific groups. We would welcome the support of Deschutes County services to
help connect with families with children in our demographic that would benefit from our programs for
children and we do not discriminate based on race, color, gender, disability, religion or socio-economic
status.
Currently, there are other youth theater programs in Bend that offer performance opportunities to
young actors, but CTC offers the only tuition -free program that we are aware of in Deschutes County,
not associated with a specific school/district.
AATT has been active for several seasons and continues to grow in quality and consistency. By working
with Deschutes County and offering our program to underserved and/or a more diverse student base,
we can bring even more opportunity to talented, creative young people in our community. Students
who participate in our program are eligible, along with any local students in Deschutes County, for the
Carol J. Bryant Scholarship, which helps pay for college expenses for deserving students pursuing any
form of performing arts degree or training. Scholarships range from $500- $1250 per recipient,
depending on need and availability of funds. This year, we were offered a matching donation to help
create a specific scholarship to benefit a recent graduate from Redmond High School who played the
lead in the opening of our 40th Season in the production of The Curious Incident of the Dog in the Night -
Time. We have the potential to offer this young man between $7000 and $14,000 toward his education
at Southern Oregon University. By continuing our AATT program, we provide training, connection,
direction and financial support to some of our local talented youth.
7. The monies awarded through this grant will be used to pay for the royalties for 2 productions and
allow us to continue to bring skilled professionals to run these productions, in addition to offering 3
short-term workshops for those students who cannot commit to a full 8 -week production schedule.
We hope to gain new sources of referral for our AATT program from Deschutes County Public Library,
Youth and Family Services, and by advertising to the local school communities and encouraging FAN
advocates to direct deserving students to our program.
8.
All Aspects Teen Theater
Draft Budget
$500.00
Final Budget
Set/Make-up/Properties budget
Costume/wardrobe needs (child -sized items not already in our
collection)
$500.00
Workshop Instructors Stipend ($500/multi-day intensive
workshop)
$1500.00
Scripts & Royalties
$550.00
Director/Teacher Stipend ($50018wk. production)
$1,000.00
Tech instructor/guide stipend ($250/8wk. production)
$500.00
Cast "Wrangler"/Director's Assistant ($250/8wk. production)
$500.00
Total Cost:
$5050.00
9. Cascades Theatrical Company currently has connections with any Deschutes county or private local
agency that works with youth that would benefit from being in or coming to our productions.
Currently we have connections with The Loft, J Bar J, Cascade Crest Transitions, Tamarack School, Full
Access, Integrity Encompassed Inc., Bend LaPine School District, Redmond 2J School District.
10. Cascades Theatrical Company will be providing approximately $100/day in expenses in free rental,
costumes, utilities, facility staffing, etc... and is committed to comp tickets to any group, individual or
agency that requests appropriate access to productions that they cannot afford. By offering the
professionals who will implement this program a stipend for their time and personal expenses, we will
be able to continue to offer quality instruction, free -of -charge to the participants, for youth in
Deschutes County. We require a criminal background check for all staff and any volunteers or "paid"
instructors that work with minors on our facility. CTC will absorb the cost of these background checks.
With continued interest and growth of these programs, we hope to get more corporate or individual
sponsors for the productions and workshops moving forward to replace the dependence on grants for
these programs. We have received a capacity building grant from The Miller Foundation to help our
Business Manager establish more stable staffing so that he can focus on sustainability of our theater
and its programs in the future and for years to come.
Performance Measurement:
1. Cascades Theater seats 128 plus 2-3 wheelchair spots (can be increased by removing the front
row). We estimate that we could entertain 1408 people during these 8 performances. We
estimate that both AATT productions will involve a minimum of 20 students in the productions and
our workshops and productions can accommodate up to 30 students. We will have a minimum of 3
workshop offerings and 2 eight-week classes with performances. We hope to encourage a new
group of interested students this year, as several of last year's participants have graduated from
high school or are too busy with work and school to be in full productions but may be able to enjoy
the shorter workshops. Last year, our first year of Cascades Theater for Children, along with AATT,
we officially sold 471 tickets and comped many tickets. This year we hope to double that number
at a minimum. Velveteen Rabbit opens this coming weekend and we hope to have increased
attendance at this Cascades Theater for Children event.
2. Our anticipated outcomes are: greater knowledge and understanding of the performing arts,
comprehensive experience in "all aspects" of theater production and performance for our teen
program, increased academic success for our AATT students, young theater goers who know how
to attend live performances for enjoyment and enrichment (theater etiquette), increased
awareness of our Arts Education Programs and greater participation in the coming years.
3. We believe, by offering arts educating to youth in Deschutes County, that the improved confidence,
emotional growth and communication skills of the next generation who will be the earners, leaders
and citizens in the next few decades. By offering theater for young children and teens, visitors to
our area will find more opportunities to entertain their children and perhaps plan more vacations
to Bend. We hope that creating more arts and cultural opportunities in Bend will encourage
improved tourism. Our target audience is children, regardless of their socio-economic status. The
funds from this grant would cover our royalty costs for the plays, allowing us to spend more of our
income on marketing and outreach to local schools and pre-schools, comp tickets for those who
cannot afford admission and allow professional instruction to new theater lovers! Research has
shown that the effects of theater education on youth has been shown to increase SAT scores,
improve reading comprehension and both verbal and non-verbal communication skills, decreases
drop-out rates and improves academic performance in children and youth with learning disabilities.
Schedule for All Aspects Teen Theater Classes — Segment #1 and Segment #2
Segment #1
Monday
Tuesday
Wednesday
Thursday
Week 1
October 8
October 9
October 10
October 11
Week 2
Introductions
Orientation
Exposure
Check In
Orientation (cant)
Seeing a Sport
Seeing a Sport,
Recall
January 23
January 24
Week 2
October 15
October 16
October 17
October 18
Week 3
October 22
October 23
October 24
October 25
Week 4
October 29
October 30
October 31
November 1
Week 5
November 5
November 6
November 7
November 8
Week 6
November 12
November 13
November 14
November 15
Week 7
November 19
November 20
November 21
November 22
Week 8
November 26
November 27
November 28
November 29
Segment #2
Monday
Tuesday
Wednesday
Thursday
Week 1
January 14
January 15
January 16
January 17
Week 2
January 21
January 22
January 23
January 24
Week 3
January 28
January 29
January 30
January 31
Week 4
February 4
February 5
February 6
February 7
Week 5
February 11
February 12
February 13
February 14
Week 6
February 18
February 19
February 20
February 21
Week 7
February 25
February 26
February 27
February 28
Week 8
March 4
March 5
March 6 _
March 7
1ecn ween WI
Sunday
Incucct.
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
March 10
March 11
March 12
March 13
March 14
March 15
March 16
Dry Tech
Wet Tech,
Difficult
Costume
Changes
Tech,
Costumes
and
Makeup
Full Dress/
Preview
Opening
Performance
Second
Performance
Third
Performance
March 17
Matinee/
Final
Performanc
e
V�i� C Ini riimem ..i tl c "(r. �3mt
t� l ►7 hncrnal Rrrenur srrricc
P.O. Box 2508
Cincinnati OH 45201
115078
CASCADES THEATRICAL COMPANY
CASCADES THEATRICAL COMPANY
148 NW GREENWOOD AVE
BEND OR 97701
In reply refer to: 0248360116
Oct. 31, 2013' LTR 4168C 0
93-0718913 000000 00
00017718
BODC: TE
Employer Identification Number: 93-0718913
Person to Contact: Ms, Harper
Toll Free Telephone Number: 1-877-829-5500
Dear Taxpayer:
This is in response to your Oct. 22, 2013, request for information
regarding your tax-exempt status.
Our records indicate that you were recognized as exempt under
section 501(c)(3) of the Internal Revenue Code in a determination
letter issued in May 1989.
Our records also indicate that you are not a private foundation within
the meaning of section 509(a) of the Code because you are described in
section 509(a)(2).
Donors may deduct contributions to you as provided in section 170 of
the Code. Bequests, legacies, devises, transfers, or gifts to you or
for your use are deductible for Federal estate and gift tax purposes
if they meet the applicable provisions of sections 2055, 2106, and
2522 of the Code.
Please refer to our website www.irs.gov/eo for information regarding
filing requirements. Specifically, section 6033(j) of the Code
provides that failure to file an annual information return for three
consecutive years results in revocation of tax-exempt status as of
the filing due date of the third return for organizations required to
file. We will publish a list of organizations whose tax-exempt
status was revoked under section 6033(j) of the Code on our website
beginning in early 2011.
0248360116
Oct. 31, 2013 LTR 4168C 0
93-0718913 000000 00
00017719
CASCADES THEATRICAL COMPANY
CASCADES THEATRICAL COMPANY
148 NW GREENWOOD AVE
BEND OR 97701
If you have any questions, please call us,at the telephone number
shown in the heading of this letter.
Sincerely yours,
;441401( J*. -
Richard McKee, Department Manager
Accounts Management Operations
Cascades Theatrical Company 2:19 PM
Profit & Loss 09/20/2018
July 2017 through June 2018 Accrual Basis
Jul '17 - Jun 18
Ordinary Income/Expense
Income
Raffle Tickets 418.00
4010 • Donations
4011 • Friend of CTC < $50 180.40
4012 • Memberships > $50 22,265.82
4013 • Donations - Physical ie, Props 851.19
4014 • Sponsorships
4016 • Sponorshlp - Inkind 37,411.00
4014 • Sponsorships - Other 2,500.00
Total 4014 • Sponsorships 39,911.00
4010 • Donations • Other 22.25
Total 4010 • Donations 63,230.66
4016 • Grants 16,322.48
4019 • Fundraising
Light Up Our Stage 12,708.00
4019SPA • Donation/admission 2,645.00
4019Spr • Spring Fundraisier 28.85
4019 • Fundraising - Other 5,227.50
Total 4019 • Fundraising 20,609.35
4020 • Education/Tuition
4021 • Classes 2,254.75
Total 4020 • Education/Tuition 2,254.75
4050 Ticket Sales
4050E • Theatre for Children 785.00
4052 Flex Pass
4052A • Main Stage 30,948.00
4052B • Combo Main/BlackBox 9,477.00
4052 • Flex Pass - Other 20.00
Total 4052 • Flex Pass 40,445.00
4054 • Gift Certificates 231.00
4057 • Single Play
4057A • All Aspect Teen Theatre 1,478.76
4067ART • Artist's Circle 954.00
4057B • Black Box 6,875.00
4067C • Main Stage 108,163.00
Total 4057 Single Play 117,470.76
4050 • Ticket Sales - Other 3,435.00
Total 4050 • Ticket Sales 162,366.76
4100 • Concessions
4110 • Concession Sales 15,573.60
4100 • Concessions - Other 1,075.73
Page 1 of 5
Jul '17 - Jun 18
Total 4100 • Concessions 16,649.33
4200 • Contributions • Front of House
4210 • Bars Tips, Coffee Donations 1.578.48
Total 4200 • Contributions - Front of House 1,578.48
4300 • Advertising
4310 • Programs Ads 2,725.00
4300 • Advertising - Other -350.00
Total 4300 • Advertising 2,375.00
4800 • Venue Income
4804 • Event/Theatre Rental 250.00
Total 4800 • Venue Income 250.00
4900 • Interest Earned 52.67
Total Income 286,107.48
Cost of Goods Sold
50000 • Cost of Goods Sold 0.00
5010 • Pre Production Set(s)
5011 • Technical Director 580.00
6012 • Lights - Production Specific 570.00
5013 • Sound - Production Specific 1,031.40
5014 • Set Furniture - Purchase 40.35
5015 • Set Props - Purchase 1,842.40
5016 • Set Furniture - Rental 12.40
5018 • Sets - Construction 1,913.59
5019 • Tools 20.99
5021 • Other 49.99
5010 • Pre Production Set(s) - Other 1,560.91
Total 5010 • Pre Production Set(s) 7,622.03
5100 • Pre Prod - Scripts & Royalties
5110 • Royalties 15,726.71
5120 • Scripts
5125 • Play Selection Committee 336.54
5126 Scripts - Production 696.02
5120 • Scripts - Other 3,409.53
Total 5120 ' Scripts 4,442.09
5100 • Pre Prod - Scripts & Royalties - Other 326.52
Total 5100 • Pre Prod - Scripts & Royalties 20,495.32
5150 • ArtsPeople Charges
5151 • Ticket Printing Fee 9,382.15
5152 • Authorize.Net 7,148.07
Total 5150 • ArtsPeople Charges 16,528.22
6200 • Production Support
5211 • PropslWardrobe - Purchase 5,027.19
6218 • Wardrobe Purchase 543.79
5222 • Volunteer Refreshments
6222A • Green Room for Actors 70.00
Page 2of5
Jul '17 -Jun 18
Total 5222 • Volunteer Refreshments 70.00
Total 5200 • Production Support 5,640.98
5224 • Venue Operations
5020 • Janitorial 905.27
5227 • Space Rental - Off Site 12,583.00
5228 •Opening Night Reception
5228B •Opening Night Pizza Cast/Crew 146.33
5228 • Opening Night Reception - Other 606.00
Total 5228 •Opening Night Reception 752.33
5629 • Concession/Bar - Purchases 23,252.06
Total 5224 • Venue Operations 37,492.66
5226 • Post Production
5214 • Cast/Crew Gift 121.89
5220 • Wardrobe Cleaning 991.85
6223 • Cast Party 789.35
Total 5225 • Post Production 1,903,09
5300 • Marketing and Promotion
5310 • Photos 55.02
5314 • Promotions 194.90
5316 • Play Programs 4,167.19
5318 • Ticket Stock 229.45
5320 • Play Advertising
6323 • Play Advertising - Print 1,867.38
5320 • Play Advertising - Other 1,464.00
Total 5320 • Play Advertising 3,331.38
Total 5300 • Marketing and Promotion 7,977.94
5600 • Membership
5501 • Membership Mailing 50.00
Total 5500 • Membership 50.00
5531 • Techincal Repair & Maintance
5532 • Lighting R&M 1,774.71
6633 • Sound R&M 3,382.30
Total 5631 • Techincal Repair & Maintance 5,157.01
Total COGS 102,867.25
Gross Profit
183,240.23
Expense
6001 • Payroll Expenses
6001A • Payroll Processing 1,677.50
6011 • Federal Tax Expenses
Federal Withholding -392.00
6011B • MediCare 811.99
6011C • Social Security 3,626.80
Total 6011 • Federal Tax Expenses 4,046.79
8013 • Oregon Tax Expenses
State Withholding -438.00
Page 3of5
Jul '17 - Jun 18
6013A • Unemployment 817.74
60138 • Worker's Benefit Fund Assessmet 55.35
Total 6013 •Oregon Tax Expenses 435.09
Total 6001 • Payroll Expenses 6,159.38
6002 • Salaries
6006 • Staff 76,981.73
Total 6002 • Salaries 76,98173
6030. Outside Contractors
6034 • Technical 2,030.00
6035 • Graphics 1,550.00
6037 • Fundraising 1,523.60
6038 • Admin 684.00
6030 • Outside Contractors - Other 1,704.43
Total 6030 •Outside Contractors 7.492.03
60900 • Business Expenses
60925 • Licenses & Fees 802.60
Total 60900 • Business Expenses 802.60
6100 • Occupancy Costs
6104 • Bldg & Equipment R & MT
6105A • Fire Exit Remodel 891.07
6105B • Auditorium remodel 9,473.19
6104 • Bldg & Equipment R & MT - Other 2,312.96
Total 6104 • Bldg & Equipment R & MT 12,677.22
6112 • Custodial Svc 615.00
6114 • Janitorial Supplies 280.87
Total 6100 •Occupancy Costs 13,573.09
6124 • Utilities
6125 • Electric - Pacific Power
6125A • CTC - Downtown 5,683.00
Total 6125 • Electric - Pacific Power 5,683.00
6126 • Gas - Cascades Natural Gas 884.20
6127 • Water - City of Bend 1,448.07
6128 • Trash - Bend Recycle 1,385.70
6129 • Security 1,051.71
Total 6124 • Utilities 10,452.68
6210 • Board Expenses 250.68
6245 • Banking
6247 • Reconciliation Discrepancies 112.37
6250 • Credit Card Fees 1,170.04
6260 • Bank Charges 47.38
Total 6245 • Banking 1,329.79
6290 • Ticket Refunds 742.29
6300 • Contributions/Donations
6302 • Tips and Coffee Donations -30.73
6303 • Donations to other Causes 1,667.80
Page 4 of 5
Jul '17 - Jun 18
6300 • Contributions/Donations - Other 2,500.00
Total 6300 • Contributions/Donations 4,137.07
6304 • Volunteer Appreciation 646.32
6400 • Depreciation 1,572.00
6450 • Marketing and Advertising
6452 • Marketing 573.34
6464 • Advertising 710.15
6456 • Brochure 2,857.83
6458 • Printing 5,883.66
6460 • Ticket Stock 333.65
6450 • Marketing and Advertising - Other 10,000.00
Total 6450 • Marketing and Advertising 20,158.63
6600 • Telecommunications/IT
6602 • Telephone & Internet 11,657.42
6604 • Website 253.95
6608 • Online Backup 599.99
6610 • Online Email 57.47
Total 6600 • Telecommunications/IT 12,568.83
6660. Office Equipment
6656. Office Equipment Purchase 695.00
6650 •Office Equipment - Other 558.97
Total 6650.Office Equipment 1,253.97
6700 • Dues and Subscriptions 1,239.65
6704 • insurance 7,124.47
6714 • Office Supplies 4,460.81
6716 • Postage 887.32
6718 • Accounting and Legal 1,500.00
68300 • Travel
68316 • Meals 301.53
68320 • Travel
Total 68300 • Travel
Total Expense
Net Ordinary Income
Other Income/Expense
Other Expense
Income Taxes
Total Other Expense
Net Other Income
Net Income
65.99
367.52
173,700.86
9,539.37
1,359.00
1,359.00
•1,359.00
8,180.37
Page 5 of 5
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The following are short biographies of the board members that are currently serving on the
Board of Governors for Cascades Theatrical Company:
Richard Choate: Richard has been a member of the Cascades Theatrical Company's Board of
Governors since 2016. He brings over 45 years of theatrical experience to CTC including both
artistic and managerial venues. Since coming to Central Oregon in 2015, Richard has appeared in
five CTC productions, has served on the play selection committee and took over the duties of
chairing the production committee early this year. He was elected Vice President of the board
after the position opened. Richard remains committed to excellence and accessibility for the
theater arts. He is also very dedicated to developing good fiscal policy and operations continuity.
David Doyle: Dave joined the CTC Board of Governors in 2017, and was approved as Treasurer
in August 2017. Dave is Legal Counsel for Deschutes County. Dave believes that he has zero
acting talent; however he does love to attend and support local arts and artists. Dave has been a
CTC member and season ticket holder since 2014.
Alice Huskey, MA: Alice is originally from the Washington, DC area and relocated to Bend in
1995. She has a long history of involvement in the performing arts in Maryland and has 2
children who are talented performers. Alice has been an avid patron of CTC since 1996 and a
volunteer with CTC since 2005. Alice is currently the Secretary of the Board and our resident
grant writer. Alice is the Academic Director at Cascade Crest Transitions and her board of
director's experience includes: Children's Music Theater Group Treasurer (2 years), Jewish
Community of Central Oregon Secretary (2 years) -President (5 years) -Past President (1 year) -
Member at Large 2017 to present, and she is currently the Secretary of the Board for the
Interfaith Network of Central Oregon. She is committed to supporting local arts organizations
and is honored to be on the Board at CTC.
Juliah Rae: Juliah moved to Bend in 2000, having lived in New York City for 24 years where
she was a member of all three acting unions. She did a good number of Off -Off Broadway plays
and her last stage performance in New York was in an Off Broadway production of Hamlet with
an all -female cast, after which she switched to commercial work — Benadryl, Advil, and
Mercedes Benz to name a few. In 2002 she did her first play in Bend at 2"d Street Theater —
where she also began directing — her first play at CTC was in 2007, and she has been happily
plying her trade at both theaters in the intervening years.
Rhonda Ealy: Rhonda is the director of CTC's improv programs and classes and the performing
groups. Triage (founded 2003) and the Reality Benders (founded 2013). By day. she is the
owner of Strictly Organic Coffee Company (a Bend business she and her husband. Richard
Steffensen. started in 1999). Rhonda's board of director's experience includes: Bend-Condega
Sister City Project Board of Directors and Advisors (Secretary, 2005-2007), Bend Theatre for
Young People's Board of Directors (Chair.2006-2012). Oregon Main Street Alliance Board of
Directors (2008-2015), KPOV 1-ligh Desert Community' Radios Community Advisory Board
(Chair. 2013 -present).
Michael Futterman: Michael has served on the Board since 2014, and was introduced to CTC
by his son, Will. Michael is a retired real estate executive with substantial board experience,
serving on the boards of Avalon Bay Communities, a real estate investment trust, Dollar Dry
Dock Savings Bank of New York, American Realty Capital (a real estate investment and finance
company), and the nonprofit organization The International Center of Photography of New York.
He has a Bachelor's degree in Architecture from Carnegie-Mellon and a JD from Georgetown
Law. Michael has a major interest in CTC corporate governance, fund-raising, membership and
finance. Michael resides with his wife, Cornelia, in Wellington, Florida, spends summers in
Bend, and, when not in Bend, participates in board meetings telephonically.
Greg Schlichter: As a licensed psychotherapist, Mr. Schlichter provides a full range of
counseling and mental health services, with advanced practice in addiction, trauma, mood
disorders and brain injuries. He is a life-long lover and patron of all art forms, with special
admiration for the performing arts and stage, having once studied acting at the Guthrie Theater
School and portrayed leading roles in Tom Sawyer, H..MSPinafore, and The King & I. Mr.
Schlichter has previously worked in the non-profit development field as a Certified Fund Raising
Executive, providing consulting services for clients including The Northern Clay Center,
Minneapolis Institute of Arts and Paper Darts, an award-winning online arts and literary
magazine.
Will Futterman: Will has served on the Board since 2013 and prior to that was an employee of
CTC for three years. While serving on the Board, he headed-up the Play Selection
Committee, served on the Marketing Committee, spearheaded the development of the Black Box
Program, and served as a Vice President for three years. A talented actor, he has performed in
over twenty CTC productions. Will has been a major financial supporter of CTC capital
campaigns, contributing over $10,000 since 2015. Will has a Bachelor's Degree in Film and TV
Production. Although he currently resides in Portland, he continues to provide support and
guidance from a distance, when asked, and when not in Bend, participates in Board meetings
telephonically.
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
Pages.
3. Attachments:
a., Proof of ihe organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole,
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors,
Submit the complete application electronically to no later than 5:00 p.m, on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
complete the following:
Caafitaet
argailiZatiOrl
Addre-J-
— ,
..-S
— - - ----_—,---- — -
Email Address: '.-:. ,:,. i -, ,,J'„';', '..--, '.•.:, ,-:„- , , ' , , - ., -
Certification:
On behalf of the organization specified above, 1 certify the following:
1. All information included in this application is accurate.
2. 1 am authorized by the governing board to submit this grant applieation.
3. This organization is located in Deschutes County.
4, If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Deschutes County
Arts and Culture Grant Application 2018
Narrative Question Responses
Organization
1. Deseribe the history of the organization, including the year the organization was established.
DCHS was incorporated as a 501(cX3) in 1975 and operates the Deschutes Historical
Museum located in Reid School, leased from.Deschutes County. Built in 1914 and listed
on the National Register of Historic Places, Reid School was the first permanent school
building in Bend and has been in continuous use since its construction. Through a long-
term lease with Deschutes County for the purposes of operating a museum, DCHS
opened the Deschutes Historical Museum to the community on July 4, 1980. DCHS is
open year-round Tuesday through Saturday, 10-4:30.
2. State the organization's mission, goals, and programs or services provided.
The DCHS mission is to preserve, promote and celebrate our local history, and to develop
a vibrant museum and community center dedicated to education, research, and
appreciation for our unique history.
We achieve our vision through: actively collecting and preserving artifact and archival
materials relating to the history of Deschutes County; providing access to history through
a variety of events, programs, and mdlibits; providing public access to historical
information available through DCHS collections; and actively supporting new historical
research.
3. Describe the leadership and structure of the organization.
DCHS is governed by a 19 member Board of Directors, including an ex -officio position
for a current county commissioner as per our by-laws. The Museum is managed by five
part-time staff positions: a director, museum manager, membership officer, collections
registrar, and a Saturday docent. Development services and accounting are provided on
contract. A dedicated corps of volunteers is involved in the Museum's daily activities.
Kelly Cannon -Miller, Executive Director, serves as project director. Ms. Cannon -Miller
brings nearly 20 years experience in museurns and as an adjunct professor for University
of Oregon in museum studies. Her extended project management experience includes
multiple short-term traveling exhibits ranging in cost from $1,500 to $100,000, including
Winter Comes and Finding Fremont.
Program, Project, or Activity
4. Provide a title of the proposed initiative for which funds are being requested.
Bend Heritage Walk Printed Guide
5. Indicate the dollar amount requested for a grant.
Amount requested is $3,310.00
6. Describe the goals and objectives of the proposed ;initiative.
The goal of this project isio revive the printed guide for the City of Bend Heritage Walk.
Currently, approximately 40 buildings and landmark sites in and.around downtown Bend
have existing heritage walk markers with no written guide available. First launched in 1993,
the walking guide to the location of these heritage sites has been out of print for a number of
years. Because of the length of time since the walk was created, graphic design work required
a from scratch rebuilding of the document, a previously expensive design task Working with
a member of the Redmond Landmarks Commission, Charles Rucker, design work to provide
an updated brochure has been prosed at greatly reduced cot with si u ificant in-kind donated
design time.
Heritage Waik brochures will be made available for free at multiple locations around the
conununity, including but not limited to Visit Bend, Central Oregon Visitors Association,
local hotels, the High Desert Museum, Sunriver Nature Center/Oregon Observatory, Bend
Chamber of Commerce, and our partnera in Redmond and Prineville. in addition, the
proposed new guide will match new Heritage Walklxioklets completed by the cities of
Redmond and Prineville, creating a trilogy of heritage walk booklets for locals and visitors to
enjoy in Central Oregon,
7. Identify the target population which will be served.
All residents of Deschutes County and the county's annual visitors are our target population.
Identify the geographic area(s) of Deschutes County which will benefit.
While detailing the COM of historic Bend, the history of Bend cannot be separated from the
history of the entire county. Beginning with the arrival of the railroad in 1911, the city's
leaders helped create of Deschutes County in 1916 and has been a major economic driver for
the county ever since. Its history is intrinsic to the history of the entire county—railroad
magnates helped build Bend to support and aupply the surrounding county as new arrivals
sought to put the land to use as farms and ranches and timber companies harvested trees for
lumber to supply the world.
9.Deseribe how the proposed initiative will positively impact the community and complement
existing services currently provided by Deschutes County.
The project will compliment and support existing heritage walk plaques located throughout
downtown Bend, Without a map to guide people to each plaque, they are left to spot them on
their own and at random. The Heritage Walk is a fun and active way for individuals and
families, both resident and non-resident, to connect to the area's history. It is also hoped
that through media releases and promotion, it Will encourage residents who stay away
from downtown during the 'tourist seasonto come and rediscover downtown through its
heritage sites.
In addition, the guide compliments exhibits and educational materials for the Deschutes
County Historical Society and the Deschutes Historical Museum and hopefully can
encourage those new to Bend's history to learn more with a visit to the museum.
10. Describe in detail how the proposed initiative will be implemented.
Working with Charles Rucker of the Redmond Historic landmarks Commission who will
serve as graphic designer, staffwill work to reconstruct information and photographs from
the original Heritage Walk brochure. In the 27 years since the walls was created,
transformations in printing technology, and the closing of the original printing business,
means that no original files for reproduction exist. Stall will also coordinate with James
Crowell and Donna Rustand, long time volunteers and community leaders, who were the
original authors of the text for the Heritage. Walk. Both individuals are willing and happy to
aid in the Heritage Walk update.
Following the design and layout phase of the Heritage Walk brochure, we will proceed to
printing and delivery of the final product.
11. Describe specifically how the requested funds will be used.
Funds will be specifically used to hire Charles Rucker to design and print 10,000 copies of
the Heritage Walk for distribution. Once completed, the Deschutes Historical Museum will
arrange for distribution of the materials.
12. Identify any partner agencies which will collaborate to implement the proposed initiative.
DCHS will work closely with the city and county landmarks commissions on text and copy
information neluded in the Heritage Walks.
13. Describe how County funds will be used to leverage other sources of nding to support the
proposed initiative,
The Deschutes County Historical Society has committed $500 to hire Charles Rucker for
completing the Heritage Walk design layout. Mr. Rucker is charging a reduced market rate of
$25.00 hour for design services and estimates 20 hours will be needed to reconstruct the
brochure. DCI -33 seeks funding from Deschutes County to cover the cost of printing 10,000
copies, estimated at $3,310.00. No additional funds are required to complete the project.
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed initiative
(examples: number of persons in attendance and/or number of classes or events held).
DCHS will print 10,000 copies of the Heritage Walk to distribute for free around the area to
individuals and families, both resident and nonresident.
Describe the anticipated outcomes of the proposed initiative (example: greater knowledge and
understanding of the arts or cultural topics).
Heritage Walks not only offer our audience an active way to enjoy and learn history, it
promotes educational messages of preservation and cultural landscapes. History is not just a
series of facts in books—it lives and breathes in the buildings, street names, and community
structure around us. By understanding the history of our community through its physical
structures, residents can better understand the community of the present. Those who came
here sought to make a living largely from our natural resources and environment, much the
same as today's entrepreneurs. Those who built our community sought to grow a metropolis;
those of us living here today seek to build a smart community around such growth, A
heritage walk seems on its surface to be an enjoyable and educational activity with family
and friends, but it can be so much more—it can bc a path to engaged citizens who understand
the place they call home and be inspired to envision a future that includes the city's historical
roots.
3 Estimate financial impact to the local economy as a result of the proposed initiative.
The proposed initiative has no direct economic impact as a :free brochure. It does
however support tourism initiatives by providing up-to-date and attractive materials for
our community heritage walks, something regularly requested at the Deschutes Historical
Museum. Central Oregon Visitor Association's 2017 data shows tourism in Deschutes
County is a $900 million dollar economic industry, with $760 million in just tourist
spending.
Providing materials that give a history and character of our community in attractive and
requested formats supports area cultural tourism and attracts tourists who are preservation
minded. A 2012 study by the Oregon Heritage Commission revealed that preservation
minded tourists in Oregon, ie those who seek areas with heritage programming and sites,
generate 19.6 billion annually. Those 'travelers will be among the target audience for our
materials.
Address any ii.q,;,fy
Dear Applioank4
P.O. Box 21224, :cattle, WA ,161,11
ata',935= , ozyzawoaaty.A.
A,DaFairOCHA C6)17 W®JY
CONTACT: Mercedes Simon
TELEPHOM (206) 41424747
FOO:E01r1SO
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Interriar reVetILV5 Service
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cn informaUon supplid, and assuming your operations will
be as-etatsd in your application for recognition ot exemption, we
have determined you gre exempt osn. Fedeval inoome tax under section
501(o)(3) of the Internal Revenue Code.
We have further determined yuu are not a private foundation within
the meaning of section 509(a) of the Code, because you are an
organization desoribed in section Al , ,:11.)(v1) and 509(a)(1)0
You are not liable for social 5eourity (FICA) taxes unless you
filo a waiver of exemption certificate as provided in the Pederal
Insurance Contributions Act. You are not /iableVo the taxes imposed
under 'the Federal Unemployment Tax Act .(FUTA),
Sinus you are, not a. private fOundatioa, you arellot nubjeot to
the excise taxes under Chapter 42 of' the Cade, However, you are not
automatically exempt from other Federal oieetaxem, If you have any
questions about exc4.se employment, ox' pther Federal taxes, pleam,,
know.
Donors may deduct clAtributions to you as provided in section
170 of the Code. Bequests, legacies, dovises, transfers, or girts to
'you or for your nse ars deductible for Fedsrai estate and gift tax
purposes if they meot the applicable provisions of seotions 2055,
2106, ad 2522 of the Code.
If your purposes, ohavacter, or method of operation in chengod,
please let uF4 know o We oaa consider the effect of the change on
your exempt status. Also; you shonld inform us of all changes in your
name or address.
(Otirv.)
Ewirn L-1713 (Rev. s.-7.1)
If your gross receipts each year are normally more tban 85,000,
you are required to filo Form 990, Return of Organization Exempt
From Income Tax, by the 15th day of the fifth month after the end,
of your annual accounting puriod, The law imposes a penalty of 811
a day, up to a maximum of 0,000, NT' failure to nie a return ow. time,
You aro not revived, to file Federal i00'C tax returns unless
you. are subject to the tax on unrelated busines income under section
511 of the Code. If you are subject to this tax, you must file an income
tax retura on Form 990—T. In this letter we are not determining whether
any'of your present or prepwod activitiss are unrelated trade- or
busins8s as defined in tion 513 of the Cede.
You nead an omployar Idemtification number oven it you have no
omployeeS. If an ompleyer -Identification number was not entered un
your application, anumber will be asmigned to you and you wild be
advised of it. PIense use that rammer or, all returns you fUs and in
all correspondeacc 5ith the Internal Roveaue Sarvloo,
Ploaoa hoop t...?; dete.rmtnatio luttar in your permanont records.
Sincerely ,yours,
Cr
Michael Sassi
Diat;rict Dimctor
This determination i issued with the unaerstanding that you All
provide the Internal Revenue Sexiriee with a copy of the Amendments to your
Articles of Incorporation -which bears the stamp of the proper State
authority as soon as it is available,
rearm 1---:043 (k4w. 8-731
Deschutes County Historical Society'
FY 201E-2019 BUDGET
Admissions
School Admissions
Donations
Annual Giving
Memorials
Grants - Unrestricted
Member Dues
Sustaining Circle
Sponsorships
Room Rental
Yesterday Column
Auction Sales
Interest Income
Tinel Unrestricted income
500
5,000
7,500
7.;000
5,000
6,000
5,000
5,000
2,000
2,,600
1,500
122
64,200
Rend Foundation/Deschutes County Cultural
Gathering history - eve ntsporlsors - etc
52 weeks V $50 each
Ebey, etc / Fremont coins
is
Annual Meeting $ 200
Chill Feed $ 5,000
Heritage Fair $ 1,500
Deschutes ChIldren's Festival S 750
HauntWaik $ 2,500
Little Woody $ 3,200
Special Programming $ 7,500
Halloween Event $ 1,500
Trail Race $ 2,000
Misc. events 5,02
7oie1G'velttin me $ 29,130
n
Assam dons
Super Dove Coordinating, Beau Point Person
Poe Club, Cru:ln 97, Hunernrlums, etc, Arnarlun C,rWM
Description
Store/Items sold
Smith Rent
Smith Apartment
Gronts/Euttlbtts
Grants/Projects
Grants & Other Income
Total Grants/Other Insane
$ 12,000
66,900
7,200
$ 14,000
$ 15,000
S 46,009
$ 161m0
Total Income $ 254,350
tiOTIS
4trio a5478,244a8Triox5611
$600/month
Crulsln 97
Shevlln Family Fire Truck
Bequest - Salary Support Shirley Ray, Braemer
Drarzripiapn
Annual Meeting
Chill Feed
Heritage Felr
Deschutes Children's Festival
History Pub
Special Programming
Halloween Event
Programs
MIsc events
Total Event Expanses
500
750
1,500
100
100
2,500
600
750
7,°tp,
Assumption
Contingency
None nnticlpeted
Grant Expenses to Start Programs
60% sprit with Alastair
Crulsln 97
Desalption
Description
11
Store/Items sold
Exhibits (Changing)
Grants/Project;
Smith Building
Total Grantx/Othar E cpaq+ws
$ 4,500
$ 14,000
$ 15,000
$ 7,400
$ 41,000
Bvhead eiPenSeS
LI
0
CYeisin 97
5hevlln Family Fire Truck
/Contractors
Staff Salaries
Bequatt Funded Salary
Accounting Contractor
Payroll Taxes
Employee nefits
General Office Operations
Accountant/CPA
Advertising
Sank Fees
Computer Expenses
Copier Expense
Duos Si Subscriptions
Email Subscription
Insurance
Internet Service
Office Supplies & Expanses
Postage & Shipper
PrtnOng
Website Expenses
MIscellaneoua
Museum Operations
Collections & Exhibits
Garbage
Property Taxes
Security, Fire & Elevator
Storage
Travel & Meetings
Volunteer
Miscellaneous
Tl Overhead Expenses
T< ;::<:I E
e
$ 107,320
$ 26,000
$ 3,000
$ 14,665
$ 11,500
$ 2,000
$ 3,000
$ 1,200
$ 5,0`0
$ 4,500
$ 1,816
$ 540
$ 4,500
$ 1,300
$ 2,250
$ 1,250
$ 500
$ 750
$ 500
$ 5,000
$ 400
$
2,200
$ 2,000
$ x„700
$ 1,000
$ 400
S 00
$ 7.05,731
$ 2.54,091
Development Position
11%
Stipends/Dental
Includes $1,016 far Donor Perfect
$45/month for Constant Contact
A
S. 0, 61ablI ty - Shopping New Rams
15 Networks
U.9
Clb
Adrian 8enett
61164 Foxglove Loop
Bend, OR 97702
920.883.5367
511,Ek0-3
Term expires 2020
Paul Claeyssens
63287 Morningstar Court
Bend, OR 97701
541.389.1956
-ic)ikfmuil-9L146;41mail.eum
Term expires 2020
Sue Fountain
63232 Wishing Well Lane
Bend, OR 97701
541.306.4691
Term expires 2019
Karen Green
1331 NW West Hills Avenue
Bend, OR 97703
541.317.9148
reen*.iEL4 rtdb VW:ANNA CIO M
Term expires 2019
Andrea Hunnell-DuPree
20553 Conifer Avenue
Bend, OR 97702
541.639.1100
Term expires 2020
DESCHUTES COUNTY HISTORICAL SOCIETY
BOARD OF DIRECTORS
2018
Mike Berry
1518 NE Meister Place
Bend, OR 97701
541.382.9020
mberry@bendbroadband.com
Term expires 2018
Beau Eastes
2249 SE Vellocette Lane
Bend, OR 97702
541.598.4898
beaueastes35@yahoo.com
Term expires 2018
Greg Fulton
515 NW State Street
Bend, OR 97701
541.389.5789
gregandtuck1952@yahoo.com
Term expires 2020
Tor Hanson
21 NW McKay Avenue
Bend, OR 97703-252
541-788-6972
torbJornhanson me.com
Term expires 2019
Loren Irving
4150 NW Sawyer Court
Bend, OR 97703
541.382.8112
lorenirving@bendbroadband.com
Term expires 2020
Heidi Kennedy
64180 Old Bend Redmond Highway
Bend, OR 97703-844
541.388.3551
Term expires 2019
Nate Peterson
2670 NW Crossing Drive
Bend, OR 97703
541.225.8190
Term expires 2018
Marsha Stout
65965 White Rock Loop
Bend, OR 97703
541.323.1879
Term expires 2018
Ex-offlclo:
Tony DeBone
P.O. Box 3054
LaPine, OR 97739
541.771.8725
Accoin tant;,
Sandy Stephenson
63505 Brahma Court
Bend, OR 97701
541,410-9181
sandys@bendcabie.com
Bill Olsen
1520 NW Trenton Avenue
Bend, OR 97701
541.480.5458
bobo2@bendbroadband.com
Term expires 2019
Susie Penhoflow
60939 Bllladeau Road
Bend, OR 97702
541.382.2724
mspenh@bendbroadband.com
Term expires 2018
Jane Williamson
1375 NW Harmon Boulevard
Bend, OR 97703
541.390.4351
jwllliamson@bendbroadband.com
Term expires 2020
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to judithuiiildeschutes.rn_g no later than 5:00 p.m. on
September 28, 2018. Incomplete and/or late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Organization Name:
Address:
l•
ego `L., 7a Ste.
City:
Telephone Number:
Email Address:
Certification:
State:
O to_1
(1 IZ
Zip Code:
e crr- -i; S
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity.
Signature:
Print Naive: �7' \(1 E''. -C l L( nOC
I
Title: (eCIA IVB _1{e`
Date: '?/p? ,C,C'
NARRATIVE RESPONSES
ORGANIZATION
1. The Central Oregon Youth Orchestra (COYO) is a regional youth orchestra program established in 2012.
COYO is dedicated to educating and inspiring young musicians through exceptional ensemble training and
performance opportunities. We have created a unique opportunity for music students throughout
Central Oregon, providing them the opportunity to perform differing styles and genres of music than they
can in our local public schools. Our students also are afforded the chance to study with world renowned
musicians and educators, and perform in world renowned venues. In the past three years, COYO has
worked with Grammy award winning composer Christopher Tin, faculty from multiple universities, and
even traveled to Carnegie Hall to perform.
2. We aim to provide this unique educational experience to all student musicians throughout Central
Oregon, regardless of any barriers that may exist (socio-economic level, location, transportation, etc).
3. Tyler Cranor serves as the Executive Director and oversees all daily operations as well as finances,
fundraising, marketing and PR. In addition, he manages all contracted personnel in the organization,
including:
Julia Bastuscheck and Eddy Robinson serve as our ensemble conductors and oversee all
rehearsals and music programming.
Dan Flagg, Ben Kroeker and Krista Aasland serve as our Chamber Ensemble Coaches. They
oversee all rehearsals and music programming, as well as performance opportunities for
these small groups.
Our Board of Directors is currently made up of 9 community members ranging from band
directors, local business owners and COYO parents.
PROGRAM, PROJECT OR ACTIVITY
1. COYO Artist In Residency Series — Benjamin Emory Larson, Composer
2. $2,000
3. The goal is to continue our annual Artist In Residency Series, which involves bringing professional
musicians into the Deschutes County area to work with students in the youth orchestra, school music
programs, and musicians throughout our communities.
Benjamin Emory Larson is a multi -disciplinarian in music and theater and a Bend, Oregon native.
Nationally, he has composed commercial film scores for The International Justice Mission, World Relief,
and The Justice Conference. He holds a B.A. in Theatre Arts (emphasis in playwriting) from Portland State
University and is an Oregon Music Teacher's Association Level 10 Syllabus pianist.
He has worked on numerous operas and musicals throughout the state of Oregon as a pianist/music
director (Rent, Avenue Q, A Funny Thing Happened on the Way to the Forum), pit musician (A Chorus Line,
Disney's Beauty and the Beast, Peter Pan, Spamalot), and performer (Sebastian in Disney's The Little
Mermaid, Doctors in Next to Normal, Dick in Dames at Sea, Tesman in Hedda Gabler).
From 2010 - 2017 he worked as a Worship and Performing Arts Pastor at Antioch Church in Bend,
Oregon. During his time in Bend he served as the board president of Cascades Theatrical Company, the
oldest and largest theater company in the region, and also served on the board of directors for The
Sunriver Music Festival, a professional classical music festival in Central Oregon staffed by players from
major orchestras throughout the country.
In 2017, he relocated to the Twin Cities, where he was selected as a composer for Nautilus
Music -Theater's nationally recognized Composer -Librettist Studio in St. Paul. In January 2018 his piece
"The Lesson" won 3rd place in Source Song Festival's SongSLAM, an original art song competition. In April
2018 his latest piece Heroine -A Poperetta was selected for The Minnesota Fringe Festival's inaugural
Drafts and Draughts event. He is always composing, always telling stories, always loving his beautiful wife
Erika, their fur babies Zelda and Leo, and the beautiful Twin Cities they now call home.
For this year's Artist in Residence program, Mr. Larson has prepared an original composition specifically
for COYO, featuring solos in each instrument area. The opportunity to work with the composer, and
premier an original piece written just for them, will certainly be a once -in -a lifetime opportunity for many
COYO students.
4. The primary population that will benefit from this program are the students participating in the youth
orchestra (approximately 80), as they will receive the most time directly working with Mr. Larson.
However, additional music students and community members will also have the opportunity to learn
from our guest artist by attending recitals and workshops.
5. Our Artist In Residency Series benefits citizens from all areas of Deschutes County. Our highest priority
target population not only includes all COYO students, but also student musicians and their families from
middle and high schools throughout the county, including: Bend/LaPine School District, Sisters School
District and Redmond School District.
6. Our Artist In Residency Series, much like our entire organization, is designed to supplement and bolster
the public school music programs in the area. The vast majority of our students also receive music
education at our areas schools. We aim to provide a unique performance experience for these students,
while also enhancing their overall musical education and experience.
7. Ben Larson will arrived in Bend, Oregon from his home in the Twin Cities, Minnesota on Monday,
December 3rd, 2018 and rehearse with the Youth Orchestra that evening. Mr. Larson is originally from
Bend, Oregon and lodging arrangements with family still in the area have been made to reduce overall
costs. During the week of December 3-9 Mr. Larson will visit multiple school programs, serving as a
musical coach and speaking about his journey to become a professional musician and composer. On
Saturday Dec. 8th the Youth Orchestra will premiere the work that Mr. Larson composed specifically for
us titled, "The Three Sisters." That concert will be free and open to the public, and will be held at
Mountain View High School at 3pm.
8. The budget breakdown for this program is as follows:
Travel Costs: $400
Contracted Commission Payment to Ben Larson: $1,400
Per diem: $150
Printing and Promotional: $350
TOTAL: $2,300 (we plan to cover the additional costs through other means)
9. We have established working relationships with several partner organizations, and will continue to
towards additional partnerships. Additionally, the Cascade School of Music (a local non-profit music
school) has agreed to help us market the program. We are currently looking for a main sponsor for the
concert.
10. Because the concert will be a free to the community event, receiving county funds is essential to ensure
the viability of this opportunity. Ticket sales will be unavailable to help reimburse us for some of the cost
of the event, though though some donations are generally received.
PERFORMANCE MEASUREMENT
1. Identifiable measurements that will be used to measure the success of the event include:
a. Coaching/Speaking events at local schools: We expect to 70 COYO students, 100 additional high
school and middle school students, and 400 community members will attend these events.
b. Concert: We have an expected attendance of 500 for the concert.
2. The Artist In Residency Series is designed to expose local music students and community musicians to
high quality, professional musicianship from around the world. All our students will gain valuable insight
into careers in professional music performance, composition, directing and conducting.. All of the COYO
students and all recital attendees will gain a greater appreciation for music in general, and have the
singular opportunity to learn, premier and perform an original piece composed just for them.
3. The implementation of this program will financially benefit several local businesses. The concert venue,
Bend High School, will collect a fee for use of their facilities. Local restaurants in the area will likely see
attendance by concert goers after the concert. Our marketing dollars will go through Abracadabra
Printing and Design. The local business that sponsors the event will benefit through exposure on our
event programs and on our website.
C-01 S
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The following list includes tax-exempt organizations that are eligible to receive tax-deductible charitable contributions. Click on the "Deductibility Status" column for an explanation
of limitations on the deductibility of contributions made to different types of tax-exempt organizations.
Results are sorted by EIN. To sort results by another category, click on the icon next to the column heading for that category. Clicking on that icon a second time will reverse the sort
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Central Oregon Youth Orchestra
2018-2019 Proposed Budget
Budget July 2018 through June 2019
Budget 18-19
Income
4000's • INCOME
4000 • Donations Received
$ 2,500
4001 • Tuition Income
$ 27,500
4002 • CDs/DVDs sales
$ -
4004 • FM & Amazon Rebates
$ 100
4005 • Great Lakes Scrip Rebates - Presto Pay
$ 100
4006 • Great Lakes Scrip Gift Cards Sold
$ 500
4011 • Fundraising
$ 5,000
7000 • Summer Strings Tuition
$ 4,000
New Grants
$ 5,000
Total Income
$ 44,700
Expenses
5000 • Conductors
$ 7,210
5001 - Chamber Coaches
$ 2,200
5002 • Staff/Board Meetings
$ 200
5003 • Sectional Coaches
$ 1,500
5004 • Guest Artists
$ 2,000
5005 • Concert Production
$ 1,250
5006 • Rehearsal, Concert Venues, Ins
$ 3,250
5007 • CPA
$ 250
5008 • Student Food
$ 400
5010 • Office Supplies
$ 550
5011 • Mailings
$ 250
5012 • Music and Photocopies
$ 1,250
5015 • Marketing/Publicity
$ 400
5018 - Non Specific Operating Expenses
$ 250
5020 • Taxes and Professional Fees
$ 250
5021 • Gifts
$ 200
5023 • Musical Equipment
$ 100
5024 • Subsidized Lessons & Scholarships
$ 750
5028 • Service Fees
$ 150
5030 • Office & Utilities, Etc.
5031 • Executive Director Salary
$ 12,000
5032 • APLOS
$ 275
Total 5000 • Expenses
$ 35,765
7000 • Summer Strings
7001 • Summer Strings Conductor
$ 1,200
7002 • Summer Strings Venue/Insurance
$ 700
7003 • Summer Strings Supplies
$ 250
7004 • Summer Strings Coaches
$ 200
Total Summer Strings
$ 2,350
Total Expenses
$ 38,115
Net Operating Income
$ 6,586
CENTRAL OREGON YOUTH ORCHESTRA
GUEST ARTIST PROGRAM BUDGET
2018-2019 SEASON
INCOME
DESCHUTES COUNTY ARTS & CULTURE GRANT
SPONSORSHIP/COYO FUNDRAISING
EXPENSES
CONTRACT COMMISSION
AIRFARE
PRINTING & PROMOTION
PER DIEM
$2,000.00
$300.00
$2,300.00
$1,400.00
$400.00
$350.00
$150.00
$2,300.00
Date voted in
§ § § §
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541-410-7902
541-241-0680
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Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal Instructions and Cover Sheet
A complete application will consist of the following:
This cover sheet, signed and dated.
Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
Attachments:
a. Proof of the organization's 501 (c)(3) tax-exempt status in the form o
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, tai
d. A roster of the organization's Board of Directors,
Submit the complete application electronically 1
September 28, 2018. Incomplete and/or late applicatio
Please complete the following:
Contact Name:
tan 5:00 p.m. on
nsidered.
Organization Name:.
Addre
City:
Telephone Number:
Email Address:,
State:
Zit
Certification:
On behalf of the organization specified above, I d:erh y >
1. All information included in this application is ace
2. I' am authorized by the governd to submit tl
3, This organization islocated in Deschutes County
If awarded; Arts & Culture Grant utld w ll be us+
only,
S. This organization is to gocid standing with the U S.
Sij
Print Name.
Title:
Date:
Organization
1. Describe the history of the organization, including the year the organization was
established.
In 2013, a small group of Central Oregon professionals saw a need for a new kind of
local nonprofit arts organization. Inspired by a number of innovative and forward -
thinking businesses, nonprofits, artists, architects, and others outside the region, the
founders created ScaleHouse, a virtual arts organization with a three -fold mission: to be
an incubator for creative collaborations, to inspire people find real-world solutions to
the complex problems our communities face, and to attract more resources and
diversity to Central Oregon. To carry out the mission, ScaleHouse began producing
events featuring innovative thinkers and doers from widely -diverging fields whose
interdisciplinary thinking and practices spurred event -goers to think in new ways about
the world around them. From its first event, a printmaking workshop and presentation
of M.C. Escher's innovative work by Master Printmaker Matthew Letzelter, to its
signature event, the annual Bend Design conference, ScaleHouse's choices of topics
and guest presenters have always been informed by the following values: creativity,
innovation, collaboration, accessibility, contemporary art, and bettering communities.
ScaleHouse possesses an unwavering belief in the power of design. It believes that
most human problems are problems of design, that they can be solved by using the
tools of creative people, and that people need time to dream, think, and interact with
other disciplines in order to find the best solutions.
2. State the organization's mission, goals, and programs or services provided.
Working side-by-side with local business, nonprofit, and public entities, ScaleHouse
produces inspiring events in Central Oregon that spawn creative collaborations, inspire
people to find real-world solutions to the complex problems our communities face, and
attract more resources and diversity to Central Oregon. ScaleHouse believes that our
shared future presents complex challenges and opportunities, not just benefiting from
creativity but requiring it. ScaleHouse is working to convene diverse thinkers and
promote collaboration through visual arts, performing arts, architecture & design, film &
storytelling, and conceptual arts & activism, in order to catalyze the kind of creative
synthesis that's impossible in isolation. ScaleHouse is located At Liberty Arts
Collaborative, in downtown Bend, Oregon.
Programs:
Bend Design: Started in 2015, Bend Design is three days of talks, interactive workshops,
hands-on exhibits, and collaboration -sparking conversations for everyone who's curious
about how design thinking can transcend job titles and help shape our shared future.
ScaleHouse Voices: Started in 2017 and in partnership with Oregon State University,
ScaleHouse Voices is a series of talks with visiting artists of diverse disciplines, exploring
ideas and techniques, practice and process, creativity and culture.
Bend Women's March: In 2017, Visit Bend invited ScaleHouse to participate in their
inaugural Bend Women's March, a month-long celebration of all the ways women are
shaping our communities through arts and culture, business, and outdoor adventure.
BendFilm 72 -Hour Scramble: Started in 2013, ScaleHouse partners with BendFilm
encouraging community members to create a film in Tess than 72 hours based on a
theme. ScaleHouse and BendFilm produce a mini -film festival and screen all films with
the -winner going onto screen at the annual BendFilm Festival.
Creative Laurate: The Creative Laurate was started by ScaleHouse, in partnership with
the Arts and Culture Alliance and the City of Bend, as the official ambassador for the
broader creative community in Bend, Oregon. The Creative Laureate actively
participates in a select number of public events, public speaking engagements,
workshops, and displays or presentations of their own artistic work.
3. Describe the leadership and structure of the organization.
ScaleHouse is a 100% volunteer board with seven board members and is led by Chair,
Rene Mitchell and Vice Chair, Martha Murray. Rene Mitchell founded the organization
with artist and founder of Atelier 6000, Pat Clark. ScaleHouse has over 50 volunteers
serving on the Programming, Marketing, and Operations committees.
Program, Project, or Activity
1. Provide a title of the proposed initiative for which funds are being requested.
ScaleHouse Voices. The ScaleHouse Voices program brings nationally and
internationally recognized artists and designers to OSU-Cascades for lectures and
presentations of their work. Visiting artists provide OSU-Cascades students, faculty,
stakeholders, community members, and ScaleHouse members the opportunity to
experience fresh voices and ideas from visiting artists, designers, and scholars. All
events will take place at OSU-Cascades and will be free to the OSU-Cascades faculty
and student body.
The 2018 Program:
In 2018, we launched the series with four talks: contemporary Klamath Modoc visual
artist Ka'ila Farrell -Smith spoke on her work facilitating community-based art projects
around native cultures and water rights. Shawn Small & Daniel Steinle of Ruckus
Composites shared how their shop aims to keep carbon fiber bicycles out of landfills.
This fall, we welcome digital artist Rick Silva, and local artist Pat Clark will dialogue with
scientist Jim O'Conner about her recent artwork on water tables.
In 2019, the series continues with:
Artist/author Lisa Congdon: www.lisacongdon.com
Artist John Houck: www.johnhouck.com
Graphic novelist Tessa Hulls: www.tessahulls.com
Media artist Carolina Pfister: www,carolinapfister.com
2. Indicate the dollar amount requested for a grant.
$5,000
3. Describe the goals and objectives of the proposed initiative.
Our primary goal is to have 80 attendees at each event. (In June 2017, ScaleHouse and
OSU-Cascades hosted a Bend Design launch event featuring artist Sam Stubblefield.
Over 80 community members, students, and faculty were in attendance). At
subsequent events, there have been around 30 — 50 attendees. With more focused
marketing, our goal is to reach more community members in Bend and throughout the
region.
Our secondary goal is to convene the community and beyond to inspire creative
thinking and provide forums for all disciplines to connect, create, and find solutions in
their everyday life. The college community represents students with a broad range of
backgrounds; we seek to provide programming with crossover appeal offered at an
approachable fee to be accessible by many.
4. Identify the target population which will be served.
OSU-Cascades' students and faculty, ScaleHouse members and community, Bend
Design past attendees, the Central Oregon community of lifelong learners and those
interested in arts, culture, and design topics. ScaleHouse programming is for artists,
creative thinkers, civic and business leaders, scientists and engineers, teachers and
students, concerned citizens—anyone who feels a responsibility to help shape the
future through creativity.
5. Identify the geographic area(s) of Deschutes County which will benefit.
Primarily Bend; Secondarily Sisters and Redmond.
6. Describe how the proposed initiative will positively impact the community and
complement existing services currently provided by Deschutes County.
Visiting artists provide OSU-Cascades students, faculty, stakeholders, community
members, and ScaleHouse members the opportunity to experience fresh voices and
ideas from visiting artists, designers, and scholars.
7. Describe in detail how the proposed initiative will be implemented.
The ScaleHouse Voices program brings nationally and internationally recognized artists
and designers to OSU-Cascades for lectures and presentations of their work. Visiting
artists provide OSU-Cascades students, faculty, stakeholders, community members, and
ScaleHouse members the opportunity to experience fresh voices and ideas from visiting
artists, designers, and scholars. All events will take place at OSU-Cascades and will be
free to the OSU-Cascades faculty and student body.
• ScaleHouse and OSU-Cascades secure dates with speakers:
• ScaleHouse and OSU-Cascades work with speakers on their proposed talks
assuring that the programming first the mission of ScaleHouse, OSU-Cascades,
and respected audiences.
• ScaleHouse manage marketing strategy and media plan, including: developing
messaging, creative assets, produce posters and distribute in Central Oregon,
produce handbills and distribute at Central Oregon businesses, place on
community calendar listings, paid Facebook and Instagram targeted advertising.
• OSU-Cascades to share with their audiences via their newsletter.
• OSU-Cascades to share with all faculty and student body, which are admitted for
free.
• ScaleHouse coordinates travel and lodging with speakers.
• OSU-Cascades arranges room and all AV assistance.
8. Describe specifically how the requested funds will be used.
The requested funds will be used to pay for speaker fees, travel, producer fee,
marketing and a contingency for unforeseen circumstances.
9. Identify any partner agencies which will collaborate to implement the proposed
initiative.
Oregon State University -Cascades.
10. Describe how County funds will be used to leverage other sources of funding to
support the proposed initiative.
Currently, the cost of the tickets are $12.00 and our goal is to lower the cost ($7 - $10) to
make the event more affordable and accessible for all, as we believe deeply that arts,
culture, and learning is not a luxury. We are currently reaching out businesses to help
underwrite costs. At this time, ScaleHouse covers all costs that are not met my earned
revenue with in-kind marketing, media services, and operational management provided
by skilled ScaleHouse Board members.
Performance Measurement
1. Identify quantifiable outputs anticipated to be achieved through the proposed
initiative (examples: number of persons in attendance and/or number of classes
or events held).
Attendance (80 attendees per event)
Provide additional programming and experience for OSU-Cascades' faculty
and student body.
Follow- up with a survey to learn from participants the quality and
effectiveness of the programming, as well as ideas for future partnerships and
events.
2. Describe the anticipated outcomes of the proposed initiative (example: greater
knowledge and understanding of the arts or cultural topics).
ScaleHouse convenes the community and beyond to inspire creative thinking and
provide forums for all disciplines to connect, create, and find solutions in their everyday
life.
3. Estimate financial impact to the local economy as a result of the proposed
initiative.
By bringing four out -of -area residents we see the immediate impact to the local
economy of $1,400.
INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OH 45201
Date: DEC 1 2 2013
SCALEHOUSE
C/O CHRIS HATFIELD
747 SW MILL VIEW WAY
BEND, OR 97702
Dear Applicant:
DEPARTMENT OF THE TREASURY
Employer Identification Number:
46-2888758
DLN:
17053240350013
Contact Person:
SHERRY Q WAN
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31
Public Charity Status:
170 (b) (1) (A) (vi)
Form 990 Required
Yes
Effective Date of Exemption:
November 7, 2012
Contribution Deductibility:
Yes
Addendum Applies:
No
ID# 31052
RECEIVED
We are pleased to inform you that upon review of your application for tax
exempt status we have determined that you are exempt from Federal income tax
under section 501(c) (3) of the Internal Revenue Code. Contributions to you are
deductible under section 170 of the Code. You are also qualified to receive
tax deductible bequests, devises, transfers or gifts under section 2055, 2106
or 2522 of the Code. Because this letter could help resolve any questions
regarding your exempt status, you should keep it in your permanent records.
Organizations exempt under section 501(c)(3) of the Code are further classified
as either public charities or private foundations. We determined that you are
a public charity under the Code section(s) listed in the heading of this
letter.
Please see enclosed Publication 4221 -PC, Compliance Guide for 501(0)(3) Public
Charities, for some helpful information about your responsibilities as an
exempt organization.
Letter 947 (DO/CG)
_2_
SCALEHOUSE
We have sent a copy of this letter to your representative as indicated in your
power of attorney.
Enclosure: Publication 4221 -PC
Sincerely,
Director, Exempt Organizations
Letter 947 (DO/CG)
ScaleHouse Working 2018 Budget
Revenue
GL Code
Description
2018 Proposed
4010 Individual Sponsorships /Contril
4020 Corporate Sponsors
4230 Foundation
4300 In -Kind Contribution
4510 Government Grants
5060 Program Service Revenue
6810 Memberships
$5,000.00
$35,000.00
$1,000.00
$51,650.00
$20,500.00
$47,000.00
$8,650.75
Total Revenue
Expenses
GL Code
Description
$168,800.75
63020 Website & Internet
7520 , Bank Charges
7540 Professional Fees
7542 In -Kind Professional Services
7545 Speaking & Instructor Fees
7710 Supplies & Tools
7810 Phone / Utilities
7910 Postage & Shipping
8010 Venue Rent
8050 In Kind Venue Donation
8110 Equipment Rental & Maintenan
8210 Printing and Publications
8310 :Travel, Meals, Accommodation:
8510 Conference Food/Drink
8520 Insurance
8530 Dues, Subscriptions, Licenses
$693.69
$363.59
$30,656.50
$5,000.00
$19,910.86
$2,017.84
$35.00
$5,201.00
$1,900.00
$4,238.60
$769.42
$12,750.00
$4,500.00
$2,045.30
$100.00
8560 Marketing Products/Services $14,122.95
8565 In Kind Marketing $10,750.00
8570 Media Advertising $15,000.00
8565 In Kind Media Coverage $30,400.00
8590 Uncategorized Expenditure $239.74
Total Expenses $160,694.49
Net Revenue $8,106.26
ScaleHouse Voices 2019 Budget
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$2,000.00 $400 per speaker (5)
7545 Speaking & Instructor Fees
$600.00 Producer Fee
7540 Professional Services
$400.00 OSU-Cascades' Room Rental
$1,725.00 Posters, Handbills, Paid Social Media
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8590 Contigency (approx 10%) of expenses
Total Expenses
Net Revenue
SCALEHOUSE
SKILLS
Brand Development I Brand Strategy I Integrated Marketing Strategies I Account Plan-
ning I Ethnographic/Anthropologic Research I Project Management 1 Public Speaking I
Media Strategy I Media Planning I Corporate Culture Communications
WORK EXPERIENCE
Director of Marketing, Humm Kombucha (August 2016 - Present)
Owner/Founder, Rene Mitchell Creative (January 2016 - Present)
Account director, brand strategist, project manager, planner/strategist, event producer
and social media community manager.
Partner, Director or Client Services, tbd, inc. (April 1998 - December 2015)
Oversee and lead the Client Services agency team; manage and grow existing client
accounts by devising brand strategies and marketing plans delivering to client business
and communication objectives.
Brand experience: humm kombucha, 21st Amendment Brewing, Bank of the
Cascades, BendFilm, Oregon Chai and Deschutes Brewery.
Account Executive/Media Planner, The Mandela Agency (March 1994 - December
1998) Managed advertising campaigns and publications for Travel Oregon, Mt. Bach-
elor Ski Resort, Central Oregon Visitors Association, and Sunriver Resort. Published the
Official Oregon Travel Guide (1997 and 1998 Guides voted best guide in the country
by National Tourism Association).
AFFILIATIONS
OSU-Cascades Arts, Enrichment, and Culture Advisory Committee, Fall 2015
The JAM Project (arts curriculum for grieving children): Co-founder, 2014 to present
World Muse: Advisory Board, 2012 to present
Muse Conference: Co -Creator, 2012 - 2014
BendFilm: Advisory Board, 2011 to present
ScaleHouse: Founding Board Member, 2011 - present
Caldera Arts: Central Oregon Advisory Chair, 2008 - present
Caldera Arts: Board of Directors, 2007 - present
Art in Public Places: Board of Directors, 2006 - present
Martha Urray 5'41 -420-1P 61
Owner/Interior Designer: Martha Murray Design, Bend, OR (2003 — present)
Owner/Graphic Designer: Martha Murray Design, San Francisco & Bend, OR (1988 — 2010)
Owner/Graphic Designer/Art Director — Martha Murray Design, San Francisco, 1994 —2003
Floral/Event Design & Installation — Image Three, San Francisco, 1993 — 1995
Graphic Designer/Art Director — Hjermstad and Associates, San Francisco, 1988 — 1994
Owner/Floral Designer — The Petal Pusher, Burlingame, CA, 1978 — 1983
AFFILIATIONS
BendFilm Film Festival: Volunteer/Manager 2003 — present
Saving Grace: Board member 2008- 2015 including three years as Board President
Art in the High Desert: Volunteer 2007 — 2015
High Desert Design Council founding member 2007 — present
ScaleHouse: Board member, 2015 — present
Co-owner, with her husband, of Smith Jones and Company Fine Crafts Galiery
AFFILIATIONS
ScaleHouse: Board Member, 2011 — present
Central Oregon Arts Association/Arts Central
High Desert Journal
Hawaii Craftsmen Association
Hawaii Youth Symphony During her 20 years in Hawaii, she was Vice President of Hawaii
Crafts Organization, Chair of Pacific Basin Conference, committee member of Hawaii
Alliance for Arts Education and presenter for Hawaii Alliance for Independent Schools
Annual Conference. Her work has been exhibited in galleries and invitational shows
in Hawaii, Washington, Oregon and California. Awards include acquisitions from the
Hawaii State Foundation for Culture and the Arts, Honolulu, and the Atami Museum,
Atami, Japan.
Scott b — 541~388~����
Licensed Residential Architect
Established in Central Oregon in 1990, ScotGilbride / Architect, Inc., focuses on
designing site-specific custom single family residences with a commitment to provide
captivating designs for discriminating clients with exceptional personal service.
AFFILIATIONS
ScaleHouse: Board Member, 2016 — present
Danish International Study Program in Architecture, Copenhagen, Denmark, 1984 — 1985
AFFILIATIONS
Kiel Fletcher ,„.,. 720-47 O_'7; t 6 1
Kiel Fletcher is a new media and video artist living in Oregon. His work has been shown
at the Tate Britain, dOCUMENTA(13), Disjecta Contemporary Arts, Boulder Museum
of Contemporary Art, and is in the Yale University Library. He is currently the Program
Lead for Studio Arts at Oregon State University Cascades and a founding member of
the interdisciplinary artist collective, Danger Punch.
AFFILIATIONS
ScaleHouse: Board Member, 2016 - present
2,
Writer / Creative Director / Brand Strategist
For 25 years, Angela has helped brands find and tell their stories—including Starbucks,
REI, The North Face, Eddie Bauer, Brooks Running, Holland America Lines, Intel,
Ronald McDonald House, NARAL, and all kinds of breweries, banks, and schools.
She has also taught classes at School of Visual Concepts in Seattle, been published
by the Seattle Bus Poetry Project, and donated her creative energy to organizations
whose values she shares, including Sierra Club Inner City Outings, Bethlehem Inn,
and now ScaleHouse.
AFFILIATIONS
ScaleHouse: Board Member, 2017 - present
acy Ti adie - 40 22 -9605
Retired, Interior Designer
Tracy is currently retired. Her career spanned 25 years in the Architecture and Design
community working in various capacities in the contract furniture business and designing
interior spaces for commercial projects.
AFFILIATIONS
ScaleHouse: Board Member, 2018 - present
Pitzer College: Board of Trustees, 2005 - present
Deschutes County
Arts & Culture Grant Program
2018-19 Application
Submittal instructions and Cover Sheet
A complete application will consist of the following:
1. This cover sheet, signed and dated.
2. Narrative responses to the attached questions on no more than five single -sided, single-spaced
pages.
3. Attachments:
a. Proof of the organization's 501(c)(3) tax-exempt status in the form of a letter from the
Internal Revenue Service (IRS).
b. An operating budget for the organization as a whole.
c. An operating budget for the proposed operations, program, project, or activity.
d. A roster of the organization's Board of Directors.
Submit the complete application electronically to iudithOildeschutcs.MI no later than 5:00 p.m. on
September 28, 2018. Incomplete andior late applications will not be reviewed or considered.
Please complete the following:
Contact Name:
Address:
City:
it�
Organizatnn Name:
5 42:, f
Q fi
Telephone Number:
y htf
State:
Zip Code:
Email Address:
J
Certification:
oe (4 6 t\
V VV
On behalf of the organization specified above, I certify the following:
1. All information included in this application is accurate.
2. I am authorized by the governing board to submit this grant application.
3. This organization is located in Deschutes County.
4. If awarded, Arts & Culture Grant funds will be used in support of Deschutes County residents
only.
5. This organization is in good standing with the U.S. Internal Revenue Service and is currently
designated as a 501(c)(3) tax-exempt entity,
Date:
High Desert Mural Festival
Contact: Douglas Robertson
471 NE Greeley Ave
Bend, OR 97701
(503)367-7047
highdesertmuralfestivalbend@gmail.com
highdesertmuralfestival.org
Federal EIN - 47-4624344
Organization
1.) The High Desert Mural Festival (HDMF) became an organization in the Summer of 2015. It
was founded by Douglas Robertson, a local artist & entrepreneur. Douglas saw a need within
our community to create more contemporary public art that would enhance the lives of our local
populace & inspire our children to develop their own creativity. HDMF was integral in changing
the sign code in Bend to allow art murals to be legally painted. We worked with City of Bend
staff, the Arts & Beautification Commission, Bend City Council members, local NPOs, &
interested citizens for 18 months to amend the sign code. The new code went into effect in
December of 2016. The first legal mural permit was issued in September 2017 for The Open
Book's west wall on Greenwood Avenue. HDMF received it's 501(c)(3) tax exempt status
11/18/2015.
2.) Mission Statement
The High Desert Mural Festival strives to support projects that enhance the public arts culture of
Central Oregon. HDMF's focus is on facilitating public murals in our community & helping to
foster local visual arts education.
Within the High Desert Mural Festival's mission are two primary activities that we believe are
directly connected.
The first is to facilitate public art murals in Bend with the longterm goal to expand our
organization to serve all of Deschutes County. Currently HDMF works with Central Oregon
artists to produce large scale mural art. As our organization develops HDMF plans to bring
national & international artists to Bend to share their artistic vision with our community.
The second is to help foster focal arts education. Students are inspired to develop artistic
interests by public art. HDMF's arts education program has developed a strong collaborative
relationship with the Bend -La Pine School District. Two examples of this in 2018 are mural art
projects we did with Elk Meadow Elementary & Summit High School. These projects involved
50 students. At Elk Meadow HDMF facilitated three art workshops involving 30 students that
culminated in a student designed mural being painted & an additional mural by a local artist.
The Summit High project involved 20 students from the Summit High art club. HDMF facilitated
the students in painting a Bend Parks & Rec pedestrian trail tunnel near Summit High School.
During the 2018/2019 school year HDMF has many active programs within the district which
include Realms High School, Elk Meadow Elementary, Pine Ridge Elementary, & Summit High
School.
3.) The High Desert Mural Festival is a 100% volunteer driven organization. Douglas
Robertson, the Executive Director, oversees all development, outreach, & implementation of the
programs HDMF is pursuing. The board treasurer is Benjamin Miller. Benjamin is a local tax
professional. He is a CPA at Price Fronk & Co here in Bend. Benjamin manages all financial
activity & tax filing needs. Our board president & arts education point person is Ned Myers. He
is a Vice Principal in the Bend -La Pine school district. He wrote the curriculum proposal for Elk
Meadow Elementary to become the arts magnet for the district. Ned is an essential component
in the development of our arts educational outreach. His involvement with our school district
helps us work seamlessly with district staff to fulfill the needs of their students. Misty Lee, the
VP of BeBop Biscotti, is a marketing, branding, & social media expert. She is responsible for
developing & executing our web, media content, & branding. Kara Cronin is our board secretary
& a project management expert.
Program, Project, or Activity
1.) HDMF Project Bend
2.) $6,000.00
3.) The High Desert Mural Festival's goal for 2019 is to continue to develop our organizations
impact within our community. Guided by our mission statement, HDMF's plans to paint
approximately 6 to 10 major murals in Bend between May - October 2019. The murals will be
primarily located in central Bend. HDMF will paint murals as wall venues become contractually
secured & funding allows. HDMF will continue to identify high quality mural sites & build
relationships with building/business owners throughout the year. Securing commercial building
mural locations is a constant process within our community that our organization is committed to
developing. It is a collaborative process between property owners, artists & HDMF. Developing
these relationships is essential to the success of our public mural program. Business owners
understand the positive economic impact of public art. Murals help create a beautiful & dynamic
neighborhoods. This will result in the community being inspired to make positive contributions
that will help drive the economy.
Our local arts education goals are as follows. Continue to teach the Teen Mural Project class,
facilitate the Elk Meadow Elementary art workshops culminating with a student mural, facilitate a
10th grade mural project class at Realms High School during the first semester of the
2018/2019 school year, collaborate again with Bend Parks & Rec to paint another student based
mural in a pedestrian trail tunnel, & develop a mural collaboration between Elk Meadow
Elementary, Pine Ridge Elementary, & the Canal District to paint a student mural on the SW
Brookswood Blvd canal retaining wall.
The Teen Mural Project is an after school once a week class that is taught in collaboration with a
local NPO. It is a class held in the Spring beginning in early March & running to the first week of
May. It is open to all Bend -La Pine students. The class is a collaborative process where the
teens develop together a large format mural based on a theme of their choosing. It culminates
with them painting their mural the first week of May. The class will be entering it's forth year with
40 local teens participating the previous three years combined. Scholarships are available to
economically qualified students. The Deschutes County Arts & Culture grant will help provide
scholarships for the Teen Mural Project class to economically qualified students. The funding
will also help purchase art supplies for student murals.
4.) The target audience for the mural portion of HDMF Project Bend is the entire community of
Bend. Publicly viewable art positively impacts & enriches the lives of all our residents. The
muralists will be local artists & if funding allows HDMF plans to host nationally recognized artists
to paint & share their artwork with Bend.
Our arts education outreach will serve 16 to 20 Bend -La Pine teens during our Teen Mural
Project class. The Elk Meadow Elementary art workshops have 30 k-5 students that participate.
The Realms High mural project has 28 students participants. The Bend Parks & Rec pedestrian
trail tunnel collaboration will involve 15 to 30 students. The canal wall project will have between
60 to 100 students from Elk Meadow Elementary & Pine Ridge Elementary.
5.) The geographic area of Deschutes County that will directly benefit will be Bend. All of the
residents of Deschutes County will benefit if & when they are in Bend because they will see the
public murals that HDMF helped to facilitate. It is the intention of the High Desert Mural Festival
to develop HDMF Project Redmond & HDMF Project La Pine as our organization develops &
grows.
6.) HDMF Project Bend will encourage greater awareness of local culture by increasing the
presence of public art works in the lives of Bend's residents. HDMF plans to represent all styles
& genres of art as we increase the development & size our program in Bend. Public art works
are free & accessible to all to view & enjoy. Currently, the international contemporary art mural
movement is arguably the largest simultaneous art movement in history. There is worldwide
participation & because of internet social media an international conversation is happening
around it. Bend can be part of this conversation. HDMF can play an active role in exposing
Central Oregonians to the broad range of artistic diversity available thereby giving opportunity
for greater conversation & inspiration in our community. HDMF believes this inspired
conversation will activate the citizens of Bend to contribute to the cultural development &
wellbeing of Central Oregon.
7.) Implementation is partially described in above section Program, Project or Activity #3
Mural selection process for commercial buildings - HDMF will tries to match available
artists to the desires of the building/business owner. Artist portfolios will be used to show artists
visual styles. The artists portfolio will give a strong indication of what the finished artwork will be
like. Color palette & subject matter suggestions will be taken into consideration. Ultimately the
artist has primary control of content because the artist is not being commissioned to do a mural.
A commissioned artwork is time consuming & expensive. HDMF's policy is to invite artists to
share their art with Bend. This allows HDMF to afford the process of painting public murals. If
funding allows a small artist fee is payed to muralists as a gesture of goodwill. Once an artist/
building match is made, HDMF requests a basic rendering of proposed art piece from artists to
show building/business owners & to submit for city permit application if needed.
Mural painting process - HDMF provides all needed support, supplies, & equipment. These
include but are not limited to - painting assistants, liquid latex & acrylic paint, spray paint, lift
rentals, ladders, brushes, rollers, tape, food & beverage, etc.
8.) The requested funds will be used to help fund our mural production & educational outreach
programs. It will be combined with other grant funding & private donations. The most
expensive aspect of our projected 2019 program is the production of large scale murals.
HDMF's currently budgets $3,000.00 for a public mural on a commercial building. City permits,
mural supplies, equipment rentals, insurance, legal, & administrative costs absorb the bulk of
the funds.
9.) HDMF is partnering and pursuing collaborations with other local organizations & nonprofits
that have crossover community objectives. These organizations include Base Camp Studio,
Bend -La Pine School District, Bend Parks & Rec, Central Oregon Irrigation District, Commute
Options, Central Oregon LandWatch, Bend Design, Bend 2030, Bend Film, & the Arts & Culture
Alliance.
10.) County funds will be combined with other grant funding & private donations to maximize
our community impact & mural production. HDMF's budget will be $30,000 for 2019. The
majority of the funds will be in the form of grants. HDMF has applied for a Oregon Community
Foundation Small Arts & Culture Grant, & a Deschutes Cultural Coalition Grant. The remainder
of the funding will come from private donations. Individual mural sponsorship opportunities will
be presented to local companies as well as local NPOs. The "mural sponsorship" donor
strategy was effective in 2017 with our Greenwood Ave mural & again in 2018 for the two new
murals in Central Bend.
The same funding concept/strategy applies to our arts education programs. Combining the
Deschutes County funds with other funding will increase our ability to develop programs that will
reach, impact, & inspire our local students. In 2018 the grant funds were essential in expanding
our partnership with Bend -La Pine schools. HDMF wants to expand our arts education efforts to
involve more students. The funding is a key ingredient that allows us to continue to develop
this partnership & increase the diversity of the art supplies available to the participating
students.
Performance Measurement
1.) The success of HDMF in 2018 will be measured not only in the quantity of the murals we
complete, but in the location & quality of the art. We want to reach & impact the greatest
number of local residents. HDMF wants people to react positively to our program & feel an
increased sense of pride in our community. In our educational outreach programs we want to
inspire all of Bend's students & help facilitate that inspiration into student driven artistic
creations.
2.) Described under Programs, Project, or Activity #6
3.) Murals are a proven economic development driver. Many communities are examples of this
including parts of Rochester (NY), Philadelphia, Brooklyn, Los Angeles, Denver, Detroit, &
Honolulu. For private developers murals can become marketing bonanzas because of the free
publicity in local media that the art works attract. Murals on public properties have the ability to
generate revenue for the municipalities by providing attractive spaces that can be rented for
special events. Over the mountains in Eugene they just completed their second year of 20X21.
It is a City of Eugene public/private partnership to create 20 world class art murals in Eugene by
2021. Many of the murals there have already changed the perception locals have of different
parts of the city. Murals create "soft value" that can be measured through "place making" for
residents of challenged neighborhoods. A 2012 Knight Foundation "Soul of the Community"
Initiative surveyed 43,000 people in 43 U.S. cities and found that "social offerings, openness
and welcome-ness" and "aesthetics of a place - its art, parks and green spaces" were more
highly valued by residents than education, safety and the local economy as a "driver of
attachment." Also in 2012, a Philadelphia survey discovered that viewing public art was the
second most popular activity of its residents - above hiking and biking! This survey shows that
creating beautiful murals in a economically challenged area like the Makers District increases
local traffic, interest, & tourism. It's a "build it & they will come project". In other words, if you
make a place beautiful & culturally impactful people want to be there to participate in the
revitalization of a often forgotten, but centrally located area of our community. The financial
impact is difficult to directly quantify because of the nature of free public art. The longterm
positive economic results that are based on the experience of other cities are hard to ignore
given the economic vitality of their mural districts.
INTERNAL REVENUE SERVICE
P. O. BOX 2508
CINCINNATI, OH 45201
Date:
HIGH DESERT muRM FESTIVAL
C/O DOUG ROBINSON
1084 HOBBS CT
BEND, OR 97701
Dear Applicant:
DEPARTMENT OF THE TREASURY
Employer Identification Number:
47-4624344
DLN:
17053268306015
Contact Person:
RACHEL M LEIFHEIT
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31
Public Charity Status:
170 (b) (1) (A) (vi)
Form 990/990-EZ/990-N Required:
Yes
Effective Date of Exemption:
June 24, 2015
Contribution Deductibility:
Yes
Addendum Applies:
No
ID# 31617
We're pleased to tell you we determined you're exempt from federal income tax
under Internal Revenue Code (IRC) Section 501(0)(3). Donors can deduct
contributions they make to you under IRC Section. 170. You're also qualified
to receive tax deductible bequests, devises, transfers or gifts under
Section 2055, 2106, or 2522. This letter could help resolve questions on your
exempt status. Please keep it for your records.
Organizations exempt under IRC Section 501(c)(3) are further classified as
either public charities or private foundations. We determined you're a public
charity under the IRC Section listed at the top of this letter.
If we indicated at the top of this letter that you're required to file Forth
990/990-EZ/990-N, our records show you're required to file an annual
information return (Form 990 or Form 990 -EZ) or electronic notice (Form 990-N,
the e -Postcard). If you don't file a required return or notice for three
consecutive years, vour exempt :status will be automatically revoked.
1f we indicated at the top of this letter that an addendum applies, the
enclosed addendum is an integral part of this letter.
For important information about your responsibilities as a tax-exempt
organization, go to www.irs.gov/chariLies. Enter "4221•PC" in the search bar
to view Publication 4221 -PC, Compliance Guide for 501(0)(3) Public Charities,
which describes your recordkeeping, reporting, and disclosure requirements.
Letter 947
-z -
HIGH DESERT MURAL FESTIVAL
Sincerely,
Jeffrey I. Cooper
Director, Exempt Organizations
Rulings and Agreements
Letter 947
8:16 AM High Desert Mural Festival
09/22/17 Profit & Loss
Accrual Basis January 1 through September 21, 2017
Ordinary Income/Expense
Income
Direct Public Support
Art Scholarship Donation
Individ, Business Contributions
Total Direct Public Support
Program Income
Art Auction Proceeds
Raffle Sales
Total Program Income
Total Income
Expense
Business Expenses
Business Registration Fees
Total Business Expenses
Contract Services
Legal Fees
Total Contract Services
Event Expenses
Art Reception Expense
Art Supplies
Artist Supply Stipend
Auctioned Art Expense
Equip Rental and Maintenance
Permit Fees
Jan 1 - Sep 21, 17 Jan 1 - Sep 21, 16 $ Change
100.00 0.00 100.00
5,066.50 310.00 4,756.50
5,166.50 310.00 4,856.50
640.00 0.00 640.00
32.00 0.00 32.00
672.00 0.00 672.00
5,838.50 310.00 5,528.50
20.00 10.00 10.00
20.00 10.00 10.00
0.00 80.00 -80.00
0.00 80.00 -80.00
100.00 0.00 100.00
910.75 0.00 910.75
800.00 0.00 800.00
320.00 0.00 320.00
200.00 0.00 200.00
343.20 0.00 343.20
Total Event Expenses 2,673.95 0.00 2,673.95
Operations
Bank Service Charges 53.95 0.00 53.95
Total Operations 53.95 0.00 53.95
Total Expense 2,747.90 90.00 2,657.90
Net Ordinary Income 3,090.60 220.00 2,870.60
Other Income/Expense
Other Expense
Scholarship Contributions 150.00 0.00 150.00
Total Other Expense 150.00 0.00 150.00
Net Other Income -150.00 0.00 -150.00
Net Income 2,940.60 220.00 2,720.60
Page 1
8:15 AM
09/22117
Accrual Basis
High Desert Mural Festival
Balance Sheet
As of September 21, 2017
ASSETS
Current Assets
Checking/Savings
OnPoint Checking
OnPoint Savings
Total Checking/Savings
Total Current Assets
TOTAL ASSETS
LIABILITIES & EQUITY
Equity
Unrestricted Net Assets
Net Income
Total Equity
TOTAL LIABILITIES & EQUITY
Sep 21,17
Sep 21, 16 $ Change
2,786.55 325.00 2,461.55
185.00 5.00 180.00
2,971.55 330.00 2,641.55
2,971.55 330.00 2,641.55
2,971.66 330.00 2,641.56
30.95 110.00 -79.05
2,940.60 220.00 2,720.60
2,971.55 330.00 2,641.55
2,971.65 330.00 2,641.55
Page 1
igh Desert Mura
Inconne/Expeases
0 0 0 0 0 0
0 0 0 0 0 I 0
cci c\i ,7-
i VI
Total expenses
High Desert Mural Festival
471 NE Greeley Ave
Bend, OR 97701
(503)367-7047
h i g h desertm u ral festi va l. o rg
High Desert Mural Festival Board Roster & Info
Ned D. Myers - Vice Principal, Bend Lapine Schools - Arts education expert & district liaison.
60940 Amethyst St. • Bend, Oregon • 97702
Home Phone (541) 382-4976 • CeII (541) 410-0830 • Work (541) 593-3555 • E -Mail
ned.myers@bend.k12.or.us
Gillian M Wilson - 20 year financial & tax professional - former treasurer of Central Oregon Trail
Alliance.
17490 Ivy Ln, Sisters, OR 97759
(541) 633-0853 gillian.m.wilson@gmail.com
Woody Starr - 20 years nonprofit board & fundraising experience. Former president of Central
Oregon Trail Alliance.
17490 Ivy Ln, Sisters, OR 97759
(541) 390-8103 onetrakrydah@yahoo.com
Kara Cronin - Deschutes County Mental Health Manager - project management expert
1643 NE 13th St, Bend, OR 97701
(541) 390-0816
drkcronin@msn.com
Misty Lee - VP Be Bop Biscotti - online marketing & brand expert
PO Box 5891, Bend OR 97708
(541) 977-4355
mlee@be-bop.net
Morri Wyckoff - Personal Trainer, extensive grant writing experience.
1579 NW Albany Ave., Bend, OR 97703
(541) 771-9226
morri.stewart@gmail.com
Douglas Robertson - Executive Director - Runs, designs, & develops all programs including
community development & outreach.
471 NE Greeley Ave., Bend, OR 97701
(503) 367-7047 highdesertmuralfestivalbend@gmail.com
December 12, 2018
Lucy Cate and Mark Yerby
63705 Deschutes Market Road
Bend, Oregon 97701
503 803 5738
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RE: Deschutes Market Road
Dear Ms. Cate and Mr. Yerby,
Thank you for your continued correspondence regarding the conditions on Deschutes Market Road.
As you have noted in your prior correspondence, the growth in our central Oregon cities, coupled with congestion
in the state highway system has resulted in significantly increased traffic volume on historic County farm -to -market
roads — especially those which connect Bend to Redmond. We empathize with you and the changes that you have
experienced in the time you have lived on Deschutes Market Road.
From a system perspective, we are hopeful that the City of Bend's Empire Avenue, which will construct a missing
piece of the City's eastside arterial network, will provide a more direction connection to the City's east side that
wiii remove some traffic from Deschutes Market Road. This is a near term project for the City. Planned
improvements on the north end of Bend at US 97/Cooley Road will also divert traffic from the rural system as
north end congestion is reduced.
In the meantime, we are doing our best to manage traffic volume and speed on Deschutes Market Road. The Road
Department has recently requested that the Oregon Department of Transportation evaluate the 55 mph speed
zone on Deschutes Market Road (Note: The County does not have the authority to change speed limits). We are
hopeful that a reduced speed limit can be supported. Our Road Department and Sheriff's Office meet monthly to
discuss speed and traffic safety issues within the county and Deschutes Market Road is high on their list of
management and enforcement concern.
However, the reality is that Deschutes Market Road is an arterial roadway that is designed to carry higher volumes
of traffic at generally higher speeds. It is a part of a transportation system network. It is a parallel road to US 97
and it serves an important function in our county. For that reason, speed bumps and other neighborhood type
traffic calming devices are not appropriate for Deschutes Market Road.
Again, I am sorry about the change in conditions on Deschutes Market Road. We are doing our best to support
future infrastructure improvements and manage the impacts of growth and congestion within the county.
Yours Truly,
Tony DeBone, Chair
1300 NW Wall Stree
i, Oregon 97703
05711 i�
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