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Boys & Girls Clubs of Carlsbad; 2023-09-13; PSALCA-23109CA
1 PSALCA-23109CA 2023-2024 GRANT AGREEMENT FOR Boys & Girls Clubs of Carlsbad This agreement, is made on the day of , 2023, by Boys & Girls Clubs of Carlsbad (ORGANIZATION), hereinafter referred to as “Grantee,” and the CITY OF CARLSBAD, a municipal corporation, hereinafter referred to as “City” (the “Agreement.”) City, as Grantor, agrees to provide Grantee the Grant funds awarded to Grantee during the 2023-2024 Community Arts Grants Program in an amount not to exceed five thousand nine hundred forty-eight dollars ($5948) (“Grant.”) The purpose of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement Scope”). Project Title: Carlsbad Art Wall, a Snyder Art Project The grant provided herein is comprised of public funds. Therefore, to ensure that the public funds are used for a public purpose, in accordance with the law, the City and Grantee hereby agree to the following terms. TERMS AND CONDITIONS OF GRANT 1. TERM. The term of this Agreement shall mean the period commencing on the execution date of this Agreement and expiring on Aug. 31, 2024. The term of this Agreement may be extended by mutual written agreement of the parties. The parties will prepare a written amendment indicating the effective date and length of extended Agreement. 2. USE OF COMMUNITY ARTS GRANTS PROCEEDS. a. Grant funds are to be disbursed as outlined in this Agreement in consideration of and on condition that the sum be expended in carrying out the purpose as set forth in the Agreement Scope and under the terms and conditions set forth in this Agreement. Grantee agrees to assume any obligation to furnish any additional funds that may be necessary to complete the Agreement Scope. b. In accordance with the Agreement Scope and the Fiscal Year 2023-24 Community Arts Grants Guidelines, all grant funds are eligible to be used from Sept. 1, 2023 through Aug. 31, 2024. Any extension of fund use must be requested in writing at least 30 days prior to the end of the original agreement or sooner to allow time for written amendment and approval in writing by City. Extension of Community Arts Grants 2023-24 funds may render that organization ineligible to apply for or receive additional funds as part of the subsequent Community Arts Grants 2023-24 cycle. c. All costs accrued for services and/or supplies prior to the execution of Agreement are not eligible for funding or reimbursement through the use of Grant proceeds. d. Eligible and ineligible costs include, but are not limited to, items detailed in the Fiscal Year 2023- 24 Community Arts Grants Guidelines, in the section titled Eligible and Ineligible Costs, attached hereto as Exhibit “A.” DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 13th September 2 PSALCA-23109CA 3. CONDITIONS OF FUNDING ANDDISBURSEMENT. City shall have no obligation to provide the Grant proceeds or to make any subsequent disbursement of Grant proceeds, and may seek reimbursement of Grant proceeds, if any of the following requirements are not fully satisfied: a. Grantee shall use grant funds to implement the Agreement Scope, including using the Grant funds to only cover expenditures for programs and services incurred during the Agreement Scope dates and under the terms and conditions of this Grant Agreement. b. Grantee shall certify that the Agreement Scope is within Carlsbad city limits or that the Grantee’s main address is within Carlsbad city limits, as specified in the Fiscal Year 2023-24 Community Arts Grants Guidelines. c. Grantee shall complete all work in accordance with Agreement Scope, as reasonably soon as possible, but in no case later than thirty (30) calendar days, Grantee shall notify the City of events or proposed changes that could affect the Agreement Scope. d. The Grantee shall be responsible for the performance of the work, as set forth herein, and for the preparation of reports required by this Agreement. e. Before Grantee makes any material changes to the Agreement Scope, Grantee will inform City Staff in writing within ten (10) working days of the decision to implement said change. City may request documentation to support the change, and Grantee agrees to submit to the City, in writing, the proposal requesting modifications to the Agreement Scope. Grantee shall make no material changes to the Agreement Scope unless and until City formally approves the Grantee’s request in writing. f. Grantee shall acknowledge the City’s Grant consistent with the Fiscal Year 2023-24 Community Arts Grants Guidelines, attached hereto as Exhibit “A.” g. Grantee shall provide full and timely information to the City to update staff on programs and include naming the City in any publications and/or social media, whether in digital or print format, as opportunities arise. h. Grantee shall retain all records and supporting documentation, including expenditure receipts, applicable to the Agreement Scope and this Agreement for a period of three (3) years, and make all records and supporting documentation readily available, upon request, for inspection and/or audit by representatives of the City. 4. EVENT/PROGRAM PROMOTIONAL OPPORTUNITIES. Grantee has the option to supply event and/or program information including the date, location, time, admission, parking and related details for inclusion in Cultural Arts’ communications such as e-newsletter, emails and website. At its discretion, the Cultural Arts Office will provide support in distributing the information through the city’s established channels of communication. If grantee wishes to participate, the grantee needs to submit the information to the Cultural Arts Office at least sixty (60) days prior to the event or program. Please initial box to opt-in to promotional opportunities 5. RETURN OF GRANT FUNDS. If City determines that Grantee has failed to comply with the terms and conditions of this Grant Agreement without prior written approval by the City, then, upon demand by the City, Grantee agrees to return to the City the amount requested by the City, up to and including an amount equivalent to the full Grant award. Failure of the Grantee to comply with the terms of this Agreement shall not be the DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB D 3 PSALCA-23109CA cause for return of Grant funds if, in the judgment of the City, such failure was due to no fault of the Grantee. In such case, any amount required to settle, at minimum cost, any irrevocable obligations properly incurred shall be eligible to be paid by Grant funds. However, if, due to a local health order, Grantee is unable to complete all events or requirements of the Scope of Work, Grantee may be required to return up to the full amount of the award or a prorated amount based on the percentage of the work completed. 6. REQUIRED REPORTS. Failure to complete the following reports may render the recipient ineligible to receive the full and final payment of the Grant award. a. Submit a Revised Project Form, as required per the Fiscal Year 2023-24 Community Arts Grants Guidelines, attached hereto as Exhibit “A,” within thirty (30) days of Grant award notification. b. Submit a Final Report including all required attachments by completing the designated form to the City (30) calendar days after the Agreement Scope end date or, Sept. 30, 2024, whichever is earlier. Grantees in noncompliance with the above reporting requirements agree to return some or all of the initial Grant payment if requested by the City. Additionally, if Grantee is found to be in noncompliance, Grantee agrees that for the year immediately following a determination of noncompliance, Grantee shall be ineligible to receive any new grants from the City. 7. DISBURSEMENT OF GRANT FUNDS. The Grant amount to be provided to the grantee, under this Agreement, may be disbursed as follows: a. First payment of 80 percent of Grant will be disbursed upon approval of Revised Project Form as applicable, and receipt of fully executed contract. b. Final payment of 20 percent of Grant will be disbursed upon receipt of Final Report and approval by Library & Cultural Arts Director or designee. c. Any payment of a Grant amount in excess of the final Project costs shall be returned to the City within sixty (60) days of completion of the Agreement Scope or the Project end date, whichever is earliest. 8. PROJECT CANCELLATION. a. If a Grantee wishes to cancel a Project at any time, Grantee shall notify the City in writing within fifteen (15) calendar days of the decision to cancel and Grantee, at the time it provides the City with notice of cancellation, shall return all Grant funds to the City. b. In the event an approved Agreement Scope cannot be completed for any reason, and if Grant funds were disbursed to Grantee, Grantee agrees to return all Grant funds to the City forthwith. 9. PROJECT MODIFICATION OR TERMINATION. a. Grantee may unilaterally rescind this Agreement at any time prior to the commencement of the Project, or prior to first disbursement of funds. After Project commencement, as outlined in the Agreement Scope, or disbursement of Grant funds, this Agreement may be rescinded, modified or amended only by mutual agreement, in writing, of both the City and Grantee. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 4 PSALCA-23109CA b. Any changes, whether planned or unanticipated, to funded projects due to a local health order (including, but not limited to, state or local health orders and social distancing measures) must be submitted to City at least seven (7) calendar days before implementation of the change. Proposed modifications will be reviewed on a case-by-case basis, and the City's Cultural Arts Manager or designee will notify Grantee in writing whether the proposed changes are approved. Any project changes must continue to adhere to the City’s Fiscal Year 2023-24 Community Arts Grants Guidelines provided with the original executed agreement. 10. LOSS OF GRANT. At the discretion of the City, the following actions may result in a loss of all or in part of any Grant amount allocated to the Grantee: a. A Grantee fails to enter into a signed Agreement with the City within thirty (30) calendar days of receipt of the Agreement. b. Activities associated with Grantee occur that do not align with activities described in the Agreement Scope, including, but not limited to, reduction in services, significant alteration of Agreement Scope elements, such as performers, artists or attendees, or significant changes in budget income, expenses or line-item designations from Grantee’s budget, included in the Agreement Scope. c. A Grantee withdraws or terminates the Agreement Scope. d. A Grantee fails to complete the Agreement Scope and/or fails to submit all required reports and/or documentation before Sept. 30, 2024. 11. COVENANT AGAINST DISCRIMINATION. Grantee will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. Grantee agrees that neither it nor its agents shall discriminate against any clients, prospective clients, employees, prospective employees, contractors, or prospective contractors on the basis of race, color, religion, sex, national origin, age, disability or familial status or other protected classification. 12. NOTICES. a. The names and addresses of the persons who are authorized to give written notices to receive written notice on behalf of City and on behalf of Grantee under this Agreement. b. Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. For Grantee:For City: Boys & Girls Clubs of Carlsbad City of Carlsbad Attn: Bryan Snyder Library & Cultural Arts Manager Richard Schultz 2772 Jefferson St, Ste A 1775 Dove Lane Carlsbad CA 92008 Carlsbad, CA 92011 snyderartdesign@gmail.com richard.schultz@carlsbadca.gov DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 5 PSALCA-23109CA 13. INDEMNIFICATION. Grantee hereby agrees to defend, indemnify, and hold free and harmless the City, its officers, officials, employees and volunteers from and against any and all claims, damages, losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or indirectly out of, or related in any way whatsoever to the provision of Grant proceeds. 14. NO PARTNERSHIP OR JOINT VENTURE. The relationship between City and Grantee is solely that of Grantor and Grantee. Under no circumstances shall City and Grantee be deemed to be partners or involved in a joint venture. 15. MODIFICATIONS. This Agreement may not be modified or amended except by written document executed by a duly authorized representative of both the City and the Grantee. 16. GOVERNING LAW. This Agreement shall be construed in accordance with and be governed by the laws of the State of California. Venue, in the event of a dispute, shall be in the North San Diego County Superior Court. 17. SEVERABILITY. In the event that any provision or clause of this Agreement conflicts with applicable law, such conflict shall not affect other provisions of this Agreement, which can be given effect without the conflicting provision. To this end, the provisions of this Agreement are declared to be severable. 18. DRAFTING AMBIGUITIES. Grantee understands that it is aware that it has the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and that the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of Grantee. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which either Party participated in the drafting of this Agreement // // // // // // // // // // // // // DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 6 PSALCA-23109CA 19. SIGNING AUTHORITY. The representative for each Party signing on behalf of a corporation, partnership, joint venture or governmental entity hereby declares that authority has been obtained to sign on behalf of the corporation, partnership, joint venture, or entity and agrees to hold the other Party or Parties hereto harmless if it is later determined that such authority does not exist. GRANTEE By:______________________________________ T , Board President travis.k.vantreese@gmail.com Date:____________________________________ CITY OF CARLSBAD, a municipal corporation of the State of California By:____________________________________ SUZANNE SMITHSON Library & Cultural Arts Director As authorized by the City Manager By:______________________________________ , Board Secretary luke.matteson@firstcitizens.com Date:____________________________________ ATTEST _______________________________________ For SHERRY FREISINGER City Clerk If required by City, proper notary acknowledgment of execution by contractor must be attached. If a Corporation, Agreement must be signed by one corporate officer from each of the following two groups. *Group A **Group B Chairman,Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: For CINDIE K. McMAHON, City Attorney By:_______________________________________ Assistant City Attorney DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE382B7CBB RAVIS VAN TREESE 9/7/2023 LUKE MATTESON 9/8/2023 For SHERRY FREISINGER City Clerk 7 PSALCA-23109CA EXHIBIT “A” SCOPE OF GRANT Itemized list of documents to satisfy grant funding. Items which may be included in this section: Required 1. Grantee: Completed Community Arts Grants 2023-24 Application 2. Grantee: Community Arts Grants 2023-24 – Project Budget Information (excluding any confidential financial or business information) 3. City: Fiscal Year 2023-24 Community Arts Grants Guidelines 4. City: Arts Commission Minutes dated May 4, 2023 approving 2023-24 Funding (on file) Optional, As Needed 5. Community Arts Grants 2023-24 – Revised Project Form 6. Community Arts Grants 2023-24 – Revised Project Budget Information DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 1 FISCAL YEAR 2023-24 COMMUNITY ARTS GRANTS GUIDELINES WELCOME The City of Carlsbad Cultural Arts Office serves to encourage, develop and facilitate an enriched environment of artistic, creative and cultural activity in the City of Carlsbad and the North San Diego County region. The Cultural Arts Office manages funding programs to provide financial support to organizations, schools and individuals for various projects through a competitive application and review process. These projects benefit the community through an array of activities for schools, artists and organizations. The Community Arts Grants program was identified for continued and increasing support by the Carlsbad City Council through the 2018 Arts & Culture Master Plan. The City of Carlsbad’s Community Arts Grants program supports quality arts and cultural programming that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations or veteran status. Our mission supports the following values: Provide inclusive opportunities for arts & culture experiences for Carlsbad students and residents reducing/eliminating barriers for participation Provide arts education and lifelong learning opportunities for all ages Support local and regional arts organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County Support arts education in schools and through affiliated organizations Develop and support organizational strength and capacity of Carlsbad arts organizations Encourage new and emerging artists, arts organizations and programs in Carlsbad Celebrate Carlsbad as an exciting, vibrant and creative destination for residents and visitors alike Acknowledge indigenous land and cultural awareness in the Carlsbad community FISCAL YEAR 2023-24 OVERVIEW The updated Fiscal Year 2023-24 guidelines reflect national grantmaking trends and best practices and supports funding for artists and arts organizations in Carlsbad and surrounding areas. Updates were approved by the City of Carlsbad’s Arts Commission on Feb. 2, 2023; the timeline has been adjusted based on staff capacity. Total funding available for the Fiscal Year 2023-24 cycle is $117,128. All final reports are due within 30 days of the completion of the event or Sept. 30, 2024, whichever comes first. 80% of all awarded funds will be disbursed after agreements are executed; the final 20% once the final report and budget are submitted and approved. HEALTH AND SAFETY CERTIFICATION Grantees are asked to remain vigilant and informed of current community health and safety requirements, including mandated protocols as outlined by state, county, local or other governmental bodies always. Failure to do so may result in cancellation of the agreement and grant funds. Importantdates forthe Fiscal Year2023-24grant cycle application areas follows: Applications open: Monday, Feb. 13, 2023 Applications due: Monday, Mar. 20, 2023 Arts Commission Funding Plan review & approval: Thursday, May 4 , 2023 Funding Cycle begins Friday, Sept. 1, 2023 All projects must be completed by Saturday, Aug. 31, 2024 Applicationscanbe accessed online. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • • • • 2 NEW THIS YEAR Please note: An updated Statement of Information and approved signatories must be submitted for applications to be accepted. All arts projects require the participation of an artist or subject matter expert. Emerging Artist applicants must show proof of fiscal sponsorship before application will be reviewed. Grant category, “Capacity Building” has been eliminated. Award levels have been revised for FY2023-24. New guidelines for two-year grants. Educational Institutions (Arts in Schools) guidelines have new components including a limited number of applications. ELIGIBILITY FOR ALL GRANTEES All organizations, including fiscal agents and school-affiliated groups, must be determined to be nonprofit, tax-exempt organizations by either the Internal Revenue Service or the California State Franchise Tax Board and must have a complete Statement of Information with the California Secretary of State. The Statement of Information must be filed within the first 90 days of filing the Articles of Incorporation, after which a Statement of Information is due every two years (every odd year or every even year based on year of initial registration). Applicants will be required to provide a Federal Employer Identification Number (or Federal Tax ID #), assigned by the Internal Revenue Service. No other form of verification will be accepted. The City of Carlsbad will use GuideStar’s Charity Check to verify status. Organizations must have a tax-exempt status from federal income tax under Section 501(c)(3) of the Internal Revenue Code and must qualify as a charitable organization under Section 170(c) of the Internal Revenue Code of 1986 as amended. Educational Institutions are not required to obtain this status and are still eligible to apply. If projects include partnerships, only one application may be submitted for that project involving all parties: o If a school would like to partner with an arts organization or artist, all partnerships must include a signed letter of agreement between the two parties. o The school must act as the applying party. APPLICATION REQUIREMENTS All organizations must provide proof of nonprofit status or fiscal agent. Emerging Artists must be able to show proof of having established a Fiscal Agent before application can be accepted. A current California Statement of Information filed with the California Secretary of State reflecting Active Status. List of the organization (or schools) Authorized Signatories, accompanied by evidence of signing authority of the persons named on the list, and specifying whether they have individual or joint signing authority. An updated Statement of Information and approved signatories must be submitted for applications to be accepted. Statement of Information and approved signatories must be completed before application will be accepted. GUIDELINE APPENDICES Appendix 1 – Frequently Asked Questions (FAQ’s) Appendix 2 – Ineligible Organizations and Activities FISCAL YEAR 2023-24 FUNDING CATEGORIES Funding is structured by classification of each organization, then according to available categories. Applicants may only apply to one category per grant cycle: Arts Organizations or Fiscal Agents of Organizations or Individual Artists for Arts Projects - $7,500 maximum award per year Emerging Arts Organizations - $5,000 maximum award Emerging Artists - $3,500 maximum award Educational Institutions and Affiliated Groups (Arts in Schools) - $3,500 maximum award ARTS ORGANIZATIONS Arts Organizations must be registered 501(c)(3) nonprofit organizations for at least three years as of Jan. 1, 2023. Applicants may only submit one application per funding cycle and cannot apply to multiple categories. Arts Organizations with an established minimum three years award history may apply for two-year funding. Organizations with two-year grants may apply for new funding upon completion of project with final budget and report. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • • • • • • • • • • • • • 3 ARTS ORGANIZATIONS – ARTS PROJECTS All arts projects require the participation of an artist or subject matter expert Arts Projects grants have a maximum award of $7,500 Arts Projects will be defined as programs, activities and events that are primarily designed to be arts focused. These projects may be presented in person or virtually if health mandates are in place. Virtual events may be permitted to replace programs or projects that normally would have been held in-person in Carlsbad, pending current community health and safety requirements and following staff review and approval. Arts Project grants cannot be used for general operating support; awards must be used for specific art project support. Arts Organizations with an established minimum of three years Community Arts Grants Arts Project award history may apply for a two-year arts project funding opportunity. The two-year Arts Project grants are available for more established arts organizations that receive Community Arts Grants funding for projects that have been consistently similar year after year. The project/activity must extend the duration of the two years. For two-year grants submissions the following information is required: o What is the timeline and leadership capability for the project/activity? o What statistics or research exits to support the need for the project/activity? o What impact do you expect this project/activity to have and how do you intend to measure this impact? o What is your strategy to accommodate unexpected challenges? A final report and final budget will be required after the completion of the two -year project. Organizations awarded two-year arts project grants may apply for funding for a new project/activity upon completion of two-year grant project/activity and submission of a final report and budget. PROJECTS THROUGH FISCAL AGENT Any partnership between an individual, educational institution or organization must include a letter of agreement from the partnering entities. Individuals or organizations in the process of applying for nonprofit status may apply through a fiscal agent. Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant. Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants on their own. Individual artists receiving funding through a fiscal agent must be 18 years of age on or before the application due date. ARTS ORGANIZATIONS – EMERGING (NEW) Emerging Arts Organizations - $5,000 maximum award. Funding Opportunity for One - Year grants only. Arts Organization must be based in Carlsbad. Grants for smaller nonprofit organizations that are relatively new to the nonprofit community Must have a nonprofit 501(c)(3) status of three years or less: o If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a nonprofit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a nonprofit status. o Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent. o Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant. Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad Projects must be representative of at least one of the following mediums/forms of artistic expression; o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts that utilize sustainable or recycled materials DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • • • • • • • • • • • • • 4 EMERGING ARTISTS (NEW) Emerging Artists - $3,500 maximum award. Funding opportunity for one-year grants only. This program will support artists, 18 years of age and older, at key moments in their careers, elevating their potential for continued contribution to the arts. Artists with less than three years of professional experience in their artistic field and preferably working with a mentor. Artists must be based in Carlsbad and artists must apply through a fiscal agent. Artists must obtain three letters of support to be included in the application; these support letters will be considered by grant panelists when scoring applications. Intended to support those artists who show significant potential, yet are under-recognized and can include those having: o Specialized training in the arts. o Experience in a peer-reviewed gallery or performance space and/or received media reviews. o Committed to devoting more time to artistic activity, which will be assessed by staff on a case-by-case basis. Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad. Projects must be representative of at least one of the following mediums/forms of artistic expression: o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts that utilize sustainable or recycled materials EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS Requests are only available to nonprofit schools or school-affiliated groups in Carlsbad. EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS Arts in Schools grants - $3,500 maximum award. Funding Opportunity for one Year grants only Arts in Schools will be defined as programs, activities and events that are primarily designed to be arts focused. Projects may be presented virtually or in person ONLY if all health and safety requirements (including COVID-19 mandates and restrictions as outlined by state, county, local or other governmental bodies) are met. Virtual events may be permitted to replace programs or projects that normally would have been held in-person in Carlsbad, pending current community health and safety requirements and following staff review and approval. Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of five (5) grant applications in these categories. See FAQ’s for further information on acceptable categories: o Performing Arts o Visual Arts o Nontraditional Arts All five submissions cannot be from a single category. No in-school project funded through the Community Arts Grant may involve a full-time hourly or salaried employee in the school district in which they will be leading activities, performances or projects but may utilize teaching artists that are employed by any district. o Out-of-school programs may utilize teaching artists that are employed by any district. All partnerships must include a signed letter of agreement from the partnering entities. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • • • • • • • 5 APPLICANT INFORMATION Fiscal Year 2023-24 Grant Cycle Schedule Feb. 13, 2023 Applications Open Feb. 22, 2023 Applicant Workshop #1 @ Dove Library, Gowland Meeting Room, 4:30 p.m. – 6:00 p.m. Feb.25, 2023 Applicant Workshop #2 @ Cole Library, Community Room, 10:30 a.m. - 12:00 p.m. Mar. 1, 2023 Applicant Workshop #3 via Zoom Webinar, 6:00 p.m. - 7:30 p.m. . https://carlsbadca.zoom.us/j/97880276003 Mar. 20, 2023 Application Deadline: applications must be submitted electronically by 11:59 p.m. Mar. 31 - Apr. 14, 2023 Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists, arts professionals, and educators May 4, 2023 Funding plan presented to Arts Commission for review and approval May 15 - June 30, 2023 Begin notifications/DocuSign agreements process. Deadline for completed DocuSign agreements is July 31, 2023. First award payments disbursed beginning Aug. 1, 2023 Sept. 1, 2023 Project/activity period opens. Aug. 31, 2024 Project/activity period closes. Sept. 30, 2024 All FY2023-24 Final Reports are due. Grantees complete a Final Report within 30 days of program end date or by Sept. 30, 2024, whichever comes first. APPLICANT WORKSHOPS AND ONE-ON-ONE APPOINTMENTS Application information and links, including online tutorials, will be available on the Community Arts Grants application portal. The following resources will be available for applicants in the 2023-2024 cycle: Applicant Workshops (virtual or in-person) will include a general overview of the grant process, application and procedures New applicants are required to attend at least one workshop. General one-on-one appointments – Applicants may schedule a 30-minute appointment with grant program staff to answer questions about the process, application or other topics. These appointments will be dependent on staff capacity and availability. Applicants are required to attend at least one applicant workshop prior to the appointment. To schedule a one-on-one appointment, please call Wendy Sabin-Lasker, Community Arts Coordinator, at 442-339-5982. Application review appointments – Applicants may request applications be reviewed by Cultural Arts staff for general feedback, as staff time allows. These appointments will be available on a limited basis. All appointments must be made no later than Mar. 15, 2023. Staff is available for brief consultation by phone until the application period closes. Applicants are encouraged to schedule an appointment as early in the process as possible. Please note that staff will review applications for effective and impactful delivery of information, as well as to ensure completeness and clarity of information provided. Staff will not be providing feedback on content, programming or other project details. PANEL REVIEW AND SCORING OF APPLICATIONS Submitted applications are reviewed and scored by a virtual peer panel consisting of local and regional artists, arts professionals, and educators. The panelists will create a funding plan for review and final approval by the Carlsbad Arts Commission. SCORING RUBRIC FOR ALL CATEGORIES (EXCEPT EMERGING ARTISTS) Application scores will be based on the following criteria, which are aligned with the Community Arts Grants mission. Panelists will be asked to undertake the following scoring recommendations and directives: Panelists will score applications on how closely the project(s) achieve the goals of each category. Panelists may be asked to convene together to discuss the merits of an application. Award amounts are determined via a formula that takes into consideration the total amount of available funds, the average scores of the applicants and an assigned percentage based on those scores. Scoring of applications will be on the following criteria, with a maximum score of 50. The provided examples are for informational purposes only and are not meant to be exhaustive: Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents. o Provide arts education and lifelong learning opportunities for all ages. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • 6 Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant and creative destination for our community, students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including economic limitations under the Americans with Disabilities Act. Encouragement of programs that promote the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations and veteran status. Organizational Capacity (10 points) o Provide evidence of organizational strength and capacity to support the scope of the project/activity SCORING RUBRIC FOR EMERGING ARTISTS CATEGORY Scoring of applications will be on the following criteria, with a maximum score of 50. The provided examples are for information purposes only and are not meant to be exhaustive: Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents o Provide arts education and lifelong learning opportunities for all ages. Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant and creative community destination for our community and students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including coverage under the Americans with Disabilities Act and economic considerations. o Encouragement of programs that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations and veteran status. Three (3) Letters of Support (10 points) o Letters of support will be reviewed by panelists and should include the context of the relationship with the artist, potential for success and why the artist should be recommended for funding. OTHER REVIEW AND SCORING INFORMATION Cultural Arts Office staff will review applications after the deadline. Applications deemed eligible will be forwarded to scoring panelists and reviewed within the context of the project or program as outlined in the application. Incomplete applications, or applications with incorrect information, will be deemed ineligible. GRANTEE REQUIREMENTS DURING PROJECT FUNDING PERIOD AGREEMENT All approved applications will need to enter into an agreement with the City of Carlsbad. The City of Carlsbad uses DocuSign for all grant agreements and signature forms. Projects cannot commence until the DocuSign agreement has been completed. Failure to return signed agreement within this timeline may affect the current cycle award, or future application eligibility. All agreements MUST be signed by the two (2) officers listed on the Statement of Information filed with the California Secretary of State for your organization (or listed on the most recent board roster.) These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e., CEO, CFO, Treasurer, Secretary.) One corporate officer from each of the following groups must sign the agreement: Group A Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • 7 Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this website: Search | California Secretary of State. Further documentation of signature authorization will be requested if the most recent Statement of Information has not been filed. Agreements for Emerging Artists, Individuals or Arts Organizations applying through a fiscal agent must be signed by two (2) officers listed on the fiscal agent organization’s Statement of Information filed with the California Secretary of State. Educational Institutions will need a completed Signature Verification Form to be completed by the school site principal and school district representative (i.e., Assistant Superintendent) in addition to the DocuSign agreements. School-Affiliated Groups (i.e., school booster groups) will require the same signature requirements as nonprofit 501(c)(3) organizations. All approved organization signatories will receive an agreement packet, which will include instructions and agreement language. All agreements must be signed and submitted per instructions within 30 days of receipt. Any applicant that has received funds during a previous funding cycle will not receive their FY2023-24 Community Arts Grants agreement until the previous agreement requirements are completed and approved by staff. FINANCIAL MANAGEMENT Grant recipients are required to maintain three (3) years of accounts, records and evidence pertaining to costs incurred and revenues acquired under the respective grant program. Grantees should be able to provide upon request: Accurate, current and complete disclosure of revenue and expenses for the project. Records that adequately identify the sources and application of funds for grant sponsored activities. Accounting records supported by source documentation – invoices, receipts, bank statements, etc. All awardees must provide documents within 30 days of receipt or of request. This includes, but is not limited to, agreements, revised project forms, final reports and financial accounting. PUBLIC ACKNOWLEDGEMENT Grant recipients must acknowledge the Cultural Arts Office for its support of the project in printed, electronic and/or broadcast promotions. The following acknowledgment along with a City of Carlsbad Cultural Arts logo must appear on all printed and electronic materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” This logo and guidelines for acknowledgment are available on the Community Arts Grants webpage or upon request. Grantees who fail to provide public acknowledgment may be denied future project funding. PROMOTION BY CITY Grantees are required to keep the Cultural Arts Office informed of all program dates and times. If grantee wishes to participate in promotion through approved city channels, they may opt-in as part of the agreement. All participation in promotion through city’s social media channels as well as other outlets, is subject to review, editing and approval by staff prior to promotion. Grantees are encouraged and expected to: o Give notifications and invitations to the Cultural Arts Office that will be to extend them to the Carlsbad Arts Commission at least two weeks in advance of program. o Extensively promote funded events and projects. FINAL REPORTS, SITE VISITS AND PROGRAM ATTENDANCE The Cultural Arts Office staff may monitor grant projects during the course of the grant cycle, including potential site visits. The reports of these visits will be included in grant application files and may provide a basis for evaluation of future requests. Grantees will have an option to replace digitally submitted final reports with in-person site visits and/or interviews. Pending any health and safety mandates and protocols as outlined by state, county, local or other governmental bodies, these site visits/ interviews may be conducted by Cultural Arts staff and/or Arts Commissioner(s), as available, and appropriate to each grant. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • 8 Grantees may still opt to submit on-line final reports in consultation with staff. In all cases, grantees will still be required to submit final budget forms digitally for staff review and approval. If a grantee chooses to submit an in-person final report, all requests require prior staff consultation and approval. All final reports are due within 30 days of the completion of the event or Sept. 30, 2024, whichever comes first, in order to receive the final payment of award. Excessively late submission of a final report may result in action taken per agreement. ASSISTANCE Cultural Arts Office staff are always available to assist applicants. Please contact Wendy Sabin-Lasker, the Community Arts Coordinator at wendy.sabinlasker@carlsbadca.gov or by phone at 442-339-5982. POLICIES Once submitted, applications may be moved into a different category at the discretion of Cultural Arts staff. Notification will be made to the applicant. The City of Carlsbad reserves the right to limit funding amounts to any applicant, regardless of eligibility or panel score, based on fiscal year limitations. Cultural Arts Office staff actively review and evaluate all aspects of the funding program and process. Updates may occur throughout the funding calendar. Cultural Arts staff will provide information on program updates, to all grantees when they are implemented. Any significant changes or amendments by grantee to approved projects must be submitted in writing to the Cultural Arts Office by the grantee before any grant funds are used, and before the execution of any altered activity. This includes, but is not limited to, changes in purpose, scope, services, target audiences, intended timeline, personnel, location, date, activities or budget. This requirement will be included in the agreement. The Cultural Arts Office reserves the right to review, cancel or reallocate project funds that have been significantly altered or shifted from stated goals in the original approved application and/or revised project form. Cancelled funds must be returned to the Cultural Arts Office within thirty days of notification. No two entities (organization or school/affiliated groups) may apply for funding for the same project. Applicants may only apply to one category per funding cycle. OTHER INFORMATION Carlsbad Arts Commission Meetings: Carlsbad Arts Commission meetings are public and held the first Thursday of every month throughout the year. For more information about the duties of the Carlsbad Arts Commission and its meetings, visit the Arts Commission webpage. HOW TO APPLY Application All applications must be submitted online. The application is comprised of approximately five main sections, some of which include long-answer sections and attachments. The application is available at the Community Arts Grants webpage. Organization Information: An updated Statement of Information and approved signatories must be submitted for applications to be accepted. Project Information and Narrative Project Support Information Budget: A budget form and budget sample can be found at the Community Arts Grants webpage. Signatory Information DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • • 9 APPENDIX 1: COMMUNITY ARTS GRANTS FAQ’S Are there any organizations that are ineligible to receive Community Arts Grant funding? Yes. For-profit organizations are ineligible to receive funding through the Community Arts Grants program. This includes for- profit schools and businesses. Can I apply to more than one category? No. Unlike previous grant cycles, artists and organizations may only apply to ONE category per fiscal year grant cycle. What projects are eligible for the “Emerging” categories? Projects must be representative of at least one of the following mediums/forms of artistic expression: o Dance o Original music composition/lyrics o Spoken word/poetry o Visual Arts using sustainable or recycled materials What is the new two- year grant opportunity for arts projects and what are the eligibility requirements? Arts Organizations with an established minimum of three years Community Arts Grants arts project award history may apply for a two-year arts project funding opportunity. The project/activity must extend the duration of the two years. A final report and budget will still be required after the completion of the two-year arts project and this report (including final budget) will be required for final payment. Organizations awarded two-year project grants may apply for funding for a new project/activity upon completion of two- year grant project/activity and submission of a final report and budget. Two-year grants are NOT applicable for the Educational Institutions (Arts in Schools) and Affiliated Groups category. What is an example of the new two-year grant opportunity? For example, an arts organization has identified the need for more arts training for senior citizens. The local arts organization has partnered with a Social Service Agency to provide arts training within the City of Carlsbad. The application for a Community Arts Grant for two (2) years proposes support for the planning, development and delivery of a senior citizen arts program in which any/all of these phases will continue as proposed throughout a two-year period. What is an “Emerging Artist?” Artists who are at key early moments in their careers, elevating their capacity for continued contribution to the arts and are committed to devoting more time to artistic activity, when possible, financially. Artists who self-identify as emerging and show significant potential as an artist but are under-recognized. Is there an age limit for the Emerging Artists category? Yes. Artists must be 18 years of age on or before application deadline. Do applicants for the Emerging Artists category need a fiscal agent? Yes. Emerging Artists must apply through a fiscal agent. If the applicant does not have one, staff may assist the applicant with finding a local established 501(c)(3) that is willing to partner with the artist. What arts organizations qualify to apply in the Emerging Arts Organization category? Arts Organization must be based in Carlsbad Must have a nonprofit 501(c)(3) status of three (3) years or less: If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a nonprofit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a nonprofit status. Additionally, emerging arts organizations aspiring to a nonprofit status must apply through a fiscal agent Is attendance required for the workshops and information sessions? Workshop attendance is required all for new applicants and those applying in the “Emerging” categories. Workshop attendance by returning awardees is highly recommended as an opportunity for staff to guide and assist applicants in the FY2023-24 Community Arts Grants application process. How are final awards decided? All award amount decisions consider the total amount of funding available, scores from panelists and the request from the applying entity. After panelist scoring, panelists will create a funding plan based on these factors, which is forwarded to the Arts Commission for final approval. Can one school site apply for multiple Educational Institutions (or Arts in Schools) awards? DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • 10 Yes: Individual schools and entities representing a school (such as foundations, booster organizations etc.) can submit a maximum of five (5) grant applications per educational institution across these categories; all five submissions cannot be from a single category. Examples of Acceptable Categories: Performing Arts, including Dance and Music and Theatre Visual Arts, including Graphic arts, Ceramics, Film, Photography Nontraditional Arts: including Performance Art, Spoken Word/Poetry, Culinary Arts. APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES The City of Carlsbad will NOT award Community Arts Grants to: For-profit organizations, schools and businesses. Organizations and/or affiliates that are directly or indirectly participating in, or intervening in, any political campaign on behalf of (or in opposition to) any candidate for public office. Governmental agencies or public authorities. Applicants that have a “delinquent” status with the Community Arts Grants funding programs. Retroactive funding for completed activities. Religious and/or sectarian programming or any programming and/or services that are solely for the promotion of, or consumption by a specific religious order and/or sect. Cash reserves or endowments of any kind. Awards are to be expended within the designated funding period. Capital expenditures, including construction, renovation or purchase of real property. Purchases or repairs of arts-specific equipment with the capability of extended use over several years are permitted. Proposals requesting funds for such expenses must be discussed with Cultural Arts staff. Applications that do not support nonprofit, public art activities or projects that benefit a for-profit business or activity. Projects through a fiscal sponsor that benefit the sponsoring organization or are an extension of the sponsoring organization’s programs or services. Support groups and/or nonprofit organizations supporting city departments or facilities. General operating costs, including costs associated with the start-up of a new organization. Applications to reduce existing deficits. Funding may NOT be used for: Fundraising expenses. Consultants who are members of an applicant’s staff or board. Political campaigns or lobbying activities. Payments to students. Endowments or endowment campaigns. Scholarships, fellowships or tuition assistance. Costs incurred before the start of the funded project or outside the funding period. All in-person activities outside the City of Carlsbad limits. Entry fees for competitions or sponsorship fees. Pageants, fund-raising events or hospitality costs. Private foundations or other re-granting organizations. Religious or doctrinal purposes, although faith-based organizations may apply for program support. Publication of manuscripts or compositions not created as part of a grant-supported project. Purchase of monetary awards, cash prizes, contributions or donations. Professional development for staff and board members. Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic or professional degree. Creation of textbooks. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 1 Carlsbad Art Wall, a Snyder Art Project Bryan Snyder 2772 Jefferson St A CARLSBAD, CA 92008 snyderartdesign@gmail.com O: 760-521-8713 4044 Wooster Drive Oceanside, CA 92056 snyderartdesign@gmail.com O: 760-521-8713 DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Fiscal Year 2023-24: Arts Projects for Arts Organizations Bryan Snyder Bryan Snyder Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 2 Application Form Application Type Verification:* This application is for Arts Organizations applying for the Arts Project category. If you are looking for other funding opportunities, please click on the "Apply" button in the blue bar on the top of this screen. I verify that this is the application for the Arts Projects for Arts Organizations category. Guidelines & Eligibility Requirements Review Confirmation:* Please be sure to review the Community Arts Grants Guidelines and eligibility requirements prior to submitting a grant application. A summary of the eligibility requirements is also provided on the application homepage. I have reviewed the Community Arts Grants Guidelines and the eligibility requirements. Fiscal Sponsor Role As an Arts Organization, would you be interested in acting as a Fiscal Sponsor for individual artists to apply for future Community Arts Grants? This would not impact your own organization's ability to apply for funding. If you check yes, Cultural Arts Office staff will reach out with more information. We appreciate your support of individual artists! (OPTIONAL) All applicants that wish to collaborate with others to complete this grant application may use the "collaborator" button on the top right section of this page (instructions below.): *If applicable, please note that some data from the applying organization's GuideStar profile may be pre- populated (copied) into the corresponding GuideStar questions on this application form. You may do so by clicking on the "Copy GuideStar" profile button on the top right section of this page (next to the "Collaborator" button) and selecting what you would like to pre-populate. Note that you will have the ability to edit your pre-populated information. Arts Organizations must be registered 501(c)(3) nonprofit organizations established for at least 3 years as of January 1, 2023 Applicants may only submit one application per funding cycle and cannot apply to multiple categories DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Application Verification Thls al]lll]lllRkafdiollll lis for Arts Orgaurnlizafdiolllls al]lll]lllRyillllg for ttlhte Arts !Project category. [jf yollll aire foolk:lillllg for ottlhter Jfumdllillllg O]lll]lllOrtllmlifdies, ]lllRease dkk Ollll ttlhte "A]lll]lllRy" lbillllttoillll lillll ttlhte lbiRlllle lbiair Ollll ttlhte W]lll of ttlhtlis screel!ll. Applicants may only submit one application per category per funding cycle. Collaborator feature Video Tutorial (2 minutes long) Written Tutorial *if ajp[PJID«:alble, [P)lease 111ll01te 1tlhla1t siome dla1ta fl'Olm 1tlhle ajp[P)lyoll'lg 10l'gall'IDZa1to10111l'S tG11.1odleS1tal' IJ)n"IOfole may lbe IJ)n"e- [PJIO[PJll.lla1tedl {«:IOll)Dedl) Oll'l1tl01tlhle l!'.:IOl'l"eS[PJIOll'ldiDll'lg tG11.1odleS1tar q11.1es1tDIOll'IS IOll1l 1tlhlos al[PJiP)ID«:a1to0111'1 fol'm. 'f!OII.I may dlio SOI lby dodcoll1lg itm 1tlhle "Ce>[PJ'f iG11.1odleS1tail'" prnfoie lb11.1tte>ll1l Olll1l 1tlhle 1te>[PJ ll"Dglhl1t sectoe>ll1l c,f 1tlhlos [P)aige (111le>Cit 1te> 1tlhle "Ce>lialbe>ll"a1tOII'" lb11.1tte>ll1l) all1ldl seiectoll1lg wlhla1t yc,11.1 w@11.1idl mce 1t@ pre-p@p11.1iai1te. N@1te 1tlhla1t yc,11.1 wm lhlave 1tlhle albolofy 1t@ edlo1t y1011.1I' 1Plll"e-p@p11.1iai1tedl 0111lfol'ma1toioll1l. Organization Information • Arts Ol'gall'lozai1to10111ls m11.1s1t lbe l'egos1teredl 511:»1(«:){3) 111l\Olll1llPln"IOfo1t 011'gaill1loza1to01111lS es1talbloslhledl fol' a1t ieas1t 3 yeal's as Olf Jall1lll.lal"f 1, 211:»23 • A1P1P1iorall1l1ts may «>ll'lly s11.11bmo1t «>ll'le apploc:ai1to«>ll'I [Pier fll.lmlloll1lg c;yde aill'lidl «::all'l11'1«>1t a[Pl[Pliy 1t«> m11.1!1top!e ra1teg«>roes Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 3 Past Funding* Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past? Yes Are you an individual artist applying through a fiscal agent?* Yes Primary Organization Name Name as shown on an IRS letter of determination. Bryan Snyder DBA (if applicable) Organization Website www.snyderartdesign.com Organization Mission Statement: Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste your organization's GuideStar mission statement or provide another version here. If you are an individual artist, use this section to give us an idea of your mission/vision as an artist. As an artist and community enthusiasts, my projects in the Carlsbad Village over the past 15+ years have been implemented with the goals of encouraging the development of an artistic culture, facilitating community collaboration, inspiring art making for all ages and stimulating local economic growth through urban exploration guided by public art. Current Grantee Requirements:* If you are a returning grantee from the previous grant cycle, please confirm that you understand that a final report and final budget for your organization must be submitted prior to entering a new grant agreement with the City of Carlsbad. A final report and final budget must be submitted (30) calendar days after the Project End Date. Alternatively, if you cannot meet this requirement, we will accept a project status update via email explaining the status of your project, estimated project end date and any other project details you would like to share with us. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB [D)faA (if al[P[PJiitailbJ!~) [Unanswered] Past Funding Report Requirements Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 4 Yes As an individual artist applying for an arts project through a fiscal agent, we require the following eligibility requirements: Individuals or organizations without non-profit status may apply through a fiscal agent. Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant. Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants on their own. Any individual artist receiving funding through a fiscal agent must be 18 years of age on or before the application due date. The fiscal agent cannot benefit from the project Please provide the following information for the fiscal agent: Fiscal Agency Organization Name:* Boys & Girls Clubs of Carlsbad Fiscal Agent Organization Address:* 3115 Roosevelt St, Carlsbad, CA 92008 Fiscal Agent Phone # (i.e. 760-222-1234 ext.12):* 760-729-0956 Fiscal Agent EIN / Tax ID # (i.e. 12-1234567) :* 95-2131503 Fiscal Agent Organization Website URL:* https://www.bgccarlsbad.org/ DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB I understand that should my organization receive funding for this cycle, my organization will fulft'll all reporting requirements from the previous cycle prior to my organization entering a new agreement with the City of Carlsbad. Fiscal Agent Information • • • • • IP'leaise IPJl'\O>vodle 1t1"1e followol'lg nl'lfol"mai1tool'I for 1tlhle foscal agel'l1t: Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 5 Fiscal Agent Primary Contact:* Please enter the fiscal agency main contact first & last name Abby Snyder Fiscal Agent Primary Contact Email Address:* asnyder@bgccarlsbad.org Two Year Program* Established arts organizations with a minimum three (3) year Community Arts Grants arts project award history may apply for a two (2) year arts project funding opportunity: The two (2) year arts project grants are available for more established arts organizations that receive Community Arts Grants funding for projects that have been consistently similar year after year. . For two-year grants submission, additional information will be requested in this form. A final report and budget will still be required after the completion of the two (2) year arts project and must include a final budget for final payment. The funding for Year Two (2) of the arts project would be the same grant amount awarded for Year One (1). Organizations that are awarded two (2)year arts project grants may apply for new funding upon completion of project and submission of Final Budget and Final Report. Is your arts organizations applying for a 2-year arts project? No Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad All arts projects/activities require the participation of an artist or subject matter expert Arts Project grants have a maximum award of $7,500 ( Note: those applying in Emerging Arts Organization category have a maximum award of $5,000) Project Name:* Please provide us with the name of the arts project. Carlsbad Art Wall, a Snyder Art Project DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Two-Year Arts Project • • • The project/activity must extend the duration of the two (2) years • IFl!JI' 1tW11J-yeail' gl'aill'l1ts s11.11bJmossn11Jll'I, aidldlotn11Jll'laii nll'lfol'maito11Jll1l wm Ible l'eqiuiestedl nll1l tlhlns form . • • • Project Information and Narrative • IP'rnjects m11.1st taike iP)iaice Dll'I Cail'lslbaidl, Ible aiccessolbJ!e to tlhe iP)11.11:)i!oc aill'ldl lbJell'lefot tlhe comm11.111'101ty of Cail'lslbaidl • Ail arts lp!l'l!Jjects/aictovotoes irequiol'e tlhe iP)artncoiP)ati11Jll'I 11Jf all1l artist l!JII' suilbject mattel' exiP)ert • Arts l>rc»ject graill'l1ts lhave ai maixom11.1m awairdl c»f $1,500 ( NOite: tll'iilJse aJ1P11Pl\fDll'lg Dll1l IEmergoll'lg Arts Orgall'lozaitoc»ll'I caitego!'y lhaive ai maixom1.11m aiwaiiridl IO!f $5,00<ll) Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 6 Project Summary:* Please provide us with a brief summary of your project. The Carlsbad Art Wall is a rotating mural wall in the heart of the Carlsbad Village. On this single exterior wall, a new mural will be painted approximately every two months by a new artist. In addition to the rotation of new art, this project will also provide six weekends (12 total days) of live experiences where the public can observe the creative process of each muralist. This educational platform showcases six varying styles, techniques and personalities accessible for aspiring muralists/artists of all ages, backgrounds and skill levels. Project Start Date:* 09/01/2023 Project End Date:* 08/31/2024 Project Details: Please provide additional details for the project such as additional dates, times and location(s) for all project events for marketing, communications and/or possible future site visits. The wall is located on the east-facing wall of Señor Grubby's at 377 Carlsbad Village Dr. Carlsbad, CA 92008. Murals will be planned to be painted in September, November, January, March, May and August. Amount Requested:* This is the amount your organization is requesting from the City of Carlsbad's Cultural Arts Grants. Please note that the maximum funding amount request is $7,500 for one-year arts projects. $7,500.00 Participants:* Total number of expected participants for this project (i.e. artists, coordinators, directors.) 20 Audience:* Total number of expected audience attendance for this project. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB ifl>lf'©]®ct 51l:~rt ID)~f!:®:* Please note that project start date must be on or after September 1, 2023. IP>1r©]®ct IErrildl ID)~f!:®:* Please note that the project end date must be on or before August 31, 2024. *2-year arts project end date would be no later than August 31, 2025. Am©l!.m1l: R®(q]lUl®~1l:®dl:* llhios os 1tlhie aim@1.11111l1t y@1.111' @rgaill1lozai1to@ll1l os reiqJ1.11es1to1111g fmm 1tlhie Cotty @f Cair!slbiaidl's C1.11!1t1.11rai! Arts Grai1r111ts. IP!eaise 1r11@1te 1tlhiai1t 1tlhie maxom1.11m fn.mdlo1r11g am@1.111r111t reiqJ1.11es1t os $1,SC>lO for @1r11e-year arts pm]ects. Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 7 5000 Previous Project Success: If your organization has completed a similar project, please provide details of the project and why it was successful. The Carlsbad Art Wall has produced new murals on its wall every two months since 2015. Each mural is a new and different performance performed by varying artists with different styles, techniques, personalities and materials. Each experience continues to be greatly different from the previous like a theatre that produces a season full of different productions. This project has been hugely successful through the large interest residents, local business owners and visitors have in murals—all whom have communicated that murals, specifically the ever-changing aspect of this type of murals space, have been a welcomed addition to the community. Village businesses have shared that their patrons were brought into the Village because of the murals, ultimately allowing them to explore the surrounding businesses. In addition, this project was successful because it is in direct response to the community's request for more murals and art making spaces. This data has been gathered by Snyder Art and Design as well as mentioned numerous times in the City of Carlsbad's Arts and Culture Masterplan's community outreach. Project Distinction: What makes this project distinctive? Unlike all other murals in the Carlsbad Village, as well as in North County San Diego, the Carlsbad Art Wall will change approximately every two months. In addition, and due to the frequent changing, the project will provide an educational platform where aspiring muralists, or mural enthusiasts, can watch the creative process and engage directly with each artist. This project also will encourage the development of culture, friendships and future collaborations when passersby and attendees interact with each other, ultimately encouraging new and emerging artists. Due to the wall's prominent placement and high visibility, this project celebrates and showcases Carlsbad as a creative, exciting and dynamic community for both residents and visitors. The highly inclusive project is free and highly visible as it is directly adjacent to the Carlsbad Village Drive sidewalk which eliminates all barriers and invites viewing, engaging and participating for all. Project Goals: What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? The goal of this project will be to provide art viewing and artist engaging opportunities for Carlsbad Village residents and visitors. In addition, a goal is to stimulate local economic growth for local businesses by creating visually stimulating murals, community engaging experiences and educational opportunities for all demographics. This will be measured through quantitative data (attendance monitoring) during the live painting weekends as well as data gathered by passersby on days without live painting. Social media engagement will also be gathered via Facebook, Instagram, Twitter and TikTok. Local businesses will also be interviewed to learn if they see increased patronage on weekends when artists are painting. Also, attendees will be interviewed and testimonials will be recorded. Demographics will also be recorded in regards to who is observing the mural paintings and engaging with each artist. Media interest will be monitored as well (web, social, print and video news). DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 8 Target Population: Who is your target population and why? How will you reach them? The target population is inclusive to all demographics as all ages, ethnicities, socioeconomic, etc. backgrounds have shared interest in viewing murals and engaging with artists and the unique stories each artist brings. Populations will be reached to promote the upcoming live art experiences, as well as post-mural painting editorials, through paid social media promotion, flyers/postcard distribution and partner promotion. Onsite information will also be available promoting to passersby. Specifically, this project targets all whom are interested in the arts. By bringing more arts enthusiasts into the Village, and/or exposing more to Carlsbad via media interest, more art-related programming and organizations will be inspired to develop in Carlsbad. Visual art and frequent artistic experiences like the Carlsbad Art Wall will support the current arts organizations while inviting others to establish here in Carlsbad. Project Partnerships: If applicable, please provide names and brief descriptions of roles for any partners in this project. This would include any organizations, artists or individuals involved in your project that are not employed or affiliated with the applying organization. Partner Resumes: If applicable, you may upload any resumes of teaching artists, artists or any other partners in the proposed project here. C Organization Changes/Challenges/Circumstances: What special circumstances, challenges or changes have affected your organization? What impact has this had on your organization? Due to inflation, artists' fees have increased to cover the increasing costs to pay a mural. In addition, the current demand for murals has resulted in a mural fee increase. The Carlsbad Art Wall provides a payment to muralists very far below the going rate for a mural, an agreement that is not sustainable. You may upload support information in this section. C Materials Upload (OPTIONAL, but recommended): Please upload any marketing materials, images and/or files that would provide more information about your project. Carlsbad Art Wall, a Snyder Art Project.pdf DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Please consolidate into one PDF if possible. ontact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Project Support Information Y1011.1 may t1.1[PJl10aidl SII.IIPJIPJ!Olrt ol'lfoll'mai1toiol'I Dl'l 1tl'ios sectoioll1l. ontact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 9 Videos Upload (OPTIONAL): Please provide us with a host website link for all videos relevant to the project. https://youtu.be/gX4DcaHO55Q Videos Upload (OPTIONAL) If you do not have a URL that hosts your videos, you may upload it here. Additional Materials: You may upload any other additional supplemental materials you wish to provide here (i.e. letters of support from partnering organization(s) that is essential to your project.) You may upload budget support information in this section. C Total Project Budget $7,500.00 Project Budget Form:* Download a Community Arts Grants budget form and complete the "Projected" column. Save your completed file as a PDF and upload your project budget form here. Make sure costs tie in with your project narrative. . C 2023-24 Community Arts Grants Budget Form SNYDER - Sheet1.pdf Organizational Budget:* Please upload a current organizational budget. BGC Budget.pdf Letter of Determination: If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination. Audited Financials:* Please upload your organization's most recent completed short form 990s. DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Budget Information Y1011.1 maiy IUIIPJlioaidl lbl11.1dlge1t SII.IIPJIPJ!Olit 0111lfol'mai1to10111l Dl'l 1tlhlos sectoiol'I. Please consolidate into one PDF if possible. on tact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Budget forms may be avatlable upon request or may be available on the Cultural Arts Community Arts Grants webpage ontact the Grants Coordinator at 442-339-5982 or email wendy.sabinlasker@carlsbadca.gov should you need assistance. Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 10 Binder3.pdf Board Roster:* Please upload your organization's roster of board members and ensure the document includes names, titles, organization/business affiliation and areas of expertise. Alternatively, we will also accept the most recent board meeting minutes that includes the board roster. Screen Shot 2023-03-12 at 9.18.22 AM.png Please list the names and organizational titles of the two (2) officers listed on the filed with the California Secretary of State for your organization (or listed on the most recent board roster.) These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO, Treasurer, Secretary.) One corporate officer from each of the following groups must sign the agreement: Group A Group B Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. You can verify your status with the California Secretary of State and see the officers listed on the Statement of Information at this website: Search | California Secretary of State Signor #1 First and Last Name (i.e. Mary Wilson):* JEREMY GOTTLIEB Signor #1 Organizational Title (i.e. CEO):* Board Chairman Signor #1 Email address:* jeremygottlieb@gmail.com Signor #2 First and Last Name (i.e. Luke Wilson):* LUKE MATTSON DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Organization Signatory Information Statement of Information GrnuupA Gn"IOIUIIP/ 1B Oil' Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 11 Signor #2 Organizational Title (i.e. Secretary):* Board Secretary Signor #2 Email Address:* luke.matteson@firstcitizens.com Application Submission: Note: Once you submit your application, you cannot edit the form. Please review your answers before submitting After you submit this application, you will receive an email for the submission confirmation. Application Certification:* I certify that the information contained in this application, including all attachments and support materials, is true and correct to the best of my knowledge. Yes Date of Application Submission:* 03/12/2023 DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Application Submission A]lll]lllllncati«J>ltll Slllllb>mnssn«J>ltll: Bryan Snyder Bryan Snyder Printed On: 21 March 2023 Fiscal Year 2023-24: Arts Projects for Arts Organizations 12 File Attachment Summary • Carlsbad Art Wall, a Snyder Art Project.pdf • 2023-24 Community Arts Grants Budget Form SNYDER - Sheet1.pdf • BGC Budget.pdf • Binder3.pdf • Screen Shot 2023-03-12 at 9.18.22 AM.png DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Applicant File Uploads DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB ~ Carlsbad Art Wall [I] See photos of _ all the murals! As founder and director of the Carlsbad Art Wall (CAW), a rotating mural project in the Carlsbad Village, I have implemented 25 public art murals by 20+ different artists in Carlsbad over 4.5 years in partnership with Senor Grubby's, the Boys and Girls Club and Visit Carlsbad. I manage all aspects of this project including sourcing and managing artists, PR, developing and monitoring budgets, implementing communication campaigns, administering contracts and insurance, fundraising and performing ongoing community outreach. Watch the Carlsbad Art Wall on CBS Channel 8 News! DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB ~ 'Colors of Carlsbad' Collaboration with Visit Carlsbad I painted a mural on the Carlsbad Art Wall titled 'Colors of Carlsbad' in collaboration with Visit Carlsbad, Hire Influence and Pantone Color Institute. I contracted a painting assistant and painting consultant for this project.. Along with painting, I managed all aspects of this project including sourcing talent, developing and managing contracts, acquiring insurance and overseeing PR efforts. The 2018 Colors of Travel Study, which identified trending colors used in inspirational travel photos across social media and the color psychology that inform these themes, reveled four trending colors: PANTONE 14-4620 Island Paradise, PANTONE 14-1323 Salmon, PANTONE 19-6050 Eden, and PANTONE 16-1340 Brandied Melon. ri7 Watch Bryan Snyder .b&d, dedicate the mural! DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB aws s THE COAST NEWS GROUP T'HltCOASTNEWS THltlNLAND EDmoN LA graffiti artist brings his talents to Carlsbad CARLSBAD -l,os Angeles graffiti artist legend.King CNS. painted the 1!51:h mlll'lll qn the Carlsbad Art Wall at Swor Grubby'$ QQ July 25 in the Oarlsbad Village. king erea. S<>llth Central LA-based artist, brought 40 y,,ars of graffiti talent to the carlsbad Village. He painted the wool "love" in bis $1gnature&tyie writing technique. While bis.mlll'lll wolved, bis wife, Val, sc,ld original --sigiied prinu and postmto the comtnunity memhets who attended the <h\y-long live painting experience. "Oneof the gpais ofthe<:arlsbl\dArt Wallis to provide a leamlng pll!tform for aspiring artists,• said Bryan Snydet, ca:rlsbad Art Wall founder and cw:atot-. "Kblg CNS Is·a legend graffili artist with 40 y- of experience. He provided a worksb:~ where aspiring artists were able to watch, engage with andleam from qqe of the but artists in the gaµ,e. To have provided this opportunity in Carlsbad is monumental." The mlll'lll quickly came to life as the .artist proceeded through his well-perfected creative pmeess. After painting thefllce oftheWQnl l-in metallic silver, he added depth with wlues ofblue, layeted the baekgroundand C<lnclndedwilh highlight$ carefully placed an,und the C<lmpositiqq. "I have been doing this partleular&tyieof art since 1982, which I have a great pauion for,• King Cre8 said." My mission in Carlsbad was to biingmy ,u,eclidt;y of lettering, color schemes and most of all my most famous word to paint, wbiclt is •tove. • • I DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Carlsbasd Art Wall, A Snyder Art Project CAG FY 2022-23 BUDGET FORM PROJECTED -APPLICATION ACTUALS -FINAL REPORT I PROJECT INCOME I $ Notes $ Notes Admissions $0 This project is free to the community. I Gifts/Merchandise/ Concessions $200 Tshirts will be printed and sold Advertising $0 There are no advertising opportunities. Earned Income Other $0 Subtotal Earned Income $200 Subtotal Earned Income $0 $ Notes $ Notes Private $900 Estimated private donations. Individual $0 Public Support $100 Onsite donations. Applicant Cash $0 CAG Request Amount $7,500 Amount requested through Community Arts Grants Other $0 Other $0 Subtotal Unearned Income $8,500 Subtotal Unearned Income $0 INCOME TOTALS LJ LJ CAG FY 2022-23 BUDGET FORM PROJECTED -APPLICATION ACTUALS -FINAL REPORT PROJECT EXPENSES Cash Notes Cash Notes Project Staff (non-artist) $2,325 graphic design, photography, videography, management Project Artist(s) or Arts lnstructor(s) $4,800 6 artists Educational Materials/Printing $0 Costumes/Props $500 Tshirt printing Sets $0 Supplies $400 buff paint, rollers, brushes Licensing/Royalties $0 Rentals (space and/or other) $0 Transportation $0 Food & Beverage $200 Waters and snacks for artists DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB CAG FY 2022-23 BUDGET FORM IN-KIND SUPPORT Marketing/Promotion/ Publicity $400 print and digital paid advertising Fiscal Agency Fee $75 Boys and Girls Club Other $0 Other $0 Other $0 EXPENSES TOTALS $8,700 PROJECTED -APPLICATION Value Notes IN-KIND TOTALS $0 For application, fill out only green. For final report, fill in blue. You will only be able to fill out the cells highlighted in green or blue. The application project budget must balance. Total income must equal total expenses. Final Report may Round all budget figures to the nearest whole dollar. Enter a '0' in any cells that you don't have an amount to add. $0 ACTUALS -FINAL REPORT Value $0 Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, 50 attend Please insert your organization name in the top right header. Notes DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB TABLE OF CONTENTS Letter from Officers .................................................... 1 Board of Directors ...................................................... 2 About Boys & Girls Clubs ............................................... 3 A Home Away From Home ............................................. 4 The Boys & Girls Club National Movement .............................. 5 Club Super Stars ....................................................... 6 Youth of the Year ....................................................... 7 Year in Photos ......................................................... 8 A Thank You to Our Donors ............................................ 10 Community Sponsors ................................................. 13 Year in Review Statistics ............................................... 14 Fiscal Statement ...................................................... 15 Year in Review ........................................................ 16 Club Staff ............................................................. 17 DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB LETTER FROM OFFICERS 1 On behalf of Boys & Girls Clubs of Carlsbad's dedicated Board members and staff, it is our pleasure to share our 2018-2019 Annual Report. As you thumb through these pages, we hope you get a better feel for our mission as well as our legacy of service. What gives us a tremendous sense of pride is the fact that the Boys & Girls Clubs of Carlsbad has become a vital part of our community's social safety net. We are proud that more than 95,000 youngsters have walked through our doors over the past 67 years. We are proud of the huge impact that the Club has had on so many young lives. We are proud that no child or family is turned away due to inability to pay. Our buildings may look like bricks and mortar from the outside, but inside our walls lives are changed on a daily basis. Our Clubhouses are filled with stories of success, and it is humbling to witness the impact Club membership has had on so many youngsters. The fact that we've received Charity Navigator's highest rating-4 stars-gives our supporters the confidence to know that their hard- earned dollars are being used efficiently and responsibly. Did you know that the Boys & Girls Clubs of Carlsbad is nearly 100% funded by private and local donors? We are extremely grateful to our donors and volunteers; they are true investors in our mission and are responsible for turning our vision into reality. A number of noteworthy events occurred over the past year, but perhaps the one we are most proud of is the fact that we gave nearly $500,000 in financial assistance (despite our extremely low fees). We've also stepped up to the challenge of finding new ways to serve our community's teens-a high-risk group-and have experienced solid growth in teen members via our programming at both Carlsbad and Sage Creek High Schools, which is offered completely free of charge. It is our objective to lead and uphold the tremendous values that are the hallmark of a Boys & Girls Club. We invite you to find out more by reviewing this Annual Report, visiting our website (www. bgccarlsbad.org), and stopping by one of our Clubhouses for your very own personal tour. None of our accomplishments would be possible without the significant support of caring individuals, organizations, and businesses who believe in us. GREAT FUTURES START HERE...at the Boys & Girls Clubs of Carlsbad! Sincerely, Brad Holland CEO Travis Van Treese Board President BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 2 BOARD OF DIRECTORS Executive Committee President Travis Van Treese, City National Bank Past President Scott Grugel, Lynx Grills Executive Secretary Richard Macgurn, Law Offices of Richard Macgurn Finance Chair Keith Kelson, Alvarez & Marsal Facilities Chair Luke Matteson, First Citizens Bank Human Resources Chair Mike Battin, Navigato & Battin, LLP Marketing Chair Sharone Story, Creative Food Innovations, LLC Board Development Chair Amy McNamara, Colliers International Community Partner Chair Jeremy Gottlieb, Gottlieb Wealth Management Safety Chair Derek Berg, Aptus Court Reporting Board Members Scott Chelberg, Retirement Solutions Brian Colby, Sand & Sea Investments Brisha Cordella, Thermo Fisher Scientific Kevin Dunn, Rincon Homes Joe Durkin, Transworld Business Advisors Patrick Farley, Beaming Cafes Randy Ferren, California Bank & Trust Marylou Flanders Julie Gruber, Notorious Burgers John Harelson, Endeavor Bank Teresa Moseley-King Russ Kohl, Rancho Carlsbad Jason Labrum, Intelligence Driven Advisers Bill Larson, Viking Commercial Construction, Inc. Greg Lewis, CBRE Mike Maher, Maher Investments Kay Matherly Jim Morrison, James M. Morrison Insurance Services, Inc. Eddie Myers Mike Naylor Russell Riviere, Bagula Riviere, Coates & Associates, LLP Justin Steers, UBS Financial Services Ted Viola Viola Wheelihan, Real Estate Coastal Style George Young Advisory Board Jerry Carter, NRG Jerry Johnson, Space Advisors Matt Simons, DJO, Inc. Lifetime Honorary Members Liz Carnes Dave Kulchin Eleanor Murrell Greg Nelson Chuck Smith Steve Tague ----------------- DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB ABOUT BOYS & GIRLS CLUBS _:-._. .... 3 WHAT IS A BOYS & GIRLS CLUB? The mission of the Boys & Girls Clubs of Carlsbad is to inspire our community's young people to BE GREAT by offering educational, enriching, and fun experiences in a safe environment. Our guiding values drive everything we do; we believe in safety, respect, leadership, teamwork, inclusion, and FUN! Our Clubhouses provide youngsters with a safe location for exploration and transformative experiences. Each child is given the opportunity to develop to their fullest potential in inspiring and engaging ways. We offer youth a place to call their own, and have an open-door policy. With an annual membership fee of only $50 per year, no child is ever turned away due to inability to pay. WHAT MAKES A BOYS & GIRLS CLUBS UNIQUE? ❖ Members are given the freedom to make their own choices of what activities they'd like to participate in, gaining independence and self-confidence in the process. ❖ Trained youth development professionals provide positive role models and mentorship. Volunteers provide key supplementary support. ❖ The Club has an open-door policy, and is available every day after school and most school holidays when kids have free time and need positive, productive outlets. ❖ The Club is facilities-based -an actual neighborhood building designed solely for youth programs and activities -and satisfies the age-old desire for kids to have a place to truly call their own. WHAT PROGRAMS DOES A BOYS & GIRLS CLUB OFFER? Designed to help young people gain a sense of self-perspective, Club programs specifically foster positive attitudes and behaviors. Our five core program areas include: ❖ Character and Leadership Development ❖ Education and Career Development ❖ Health and Life Skills ❖ The Arts ❖ Sports, Fitness and Recreation Our Clubhouse Directors are given the freedom to tailor specific programs within each of the above core areas based on member interest, time of year, and available resources. BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 4 A HOME AWAY FROM HOME History and Overview Boys & Girls Clubs of Carlsbad has served over 95,000 youth since it opened its doors in 1952 as the Carlsbad Boys Club. At first, the Club functioned mostly as a recreational site where young boys found a safe, fun-filled, nurturing environment. It served as a "home-away-from-home"for many single-parent working families. In 1992, the Club officially changed its name to the Boys & Girls Clubs of Carlsbad, following the lead of the national organization to include females in its daily programming. Today, the Club emphasizes teaching positive life skills, provides educational enhancement, as well as a full spectrum of arts, recreation, and leadership development opportunities. Over the past 67 years, the Club's original location on Roosevelt Street in the Village of Carlsbad has been renovated five times. The most recent renovation, completed in 1999, marked the most dramatic changes in the Club with the addition of a dedicated technology center, covered swimming pool, gymnasium, and teen center. A second facility, housed in a mobile unit, was established in 1982 in La Costa to serve the southern sector of the city. In February 2012, the new state-of-the-art Bressi Ranch Clubhouse was opened in its entirety to replace the tiny La Costa branch. In 2015, teen programs were established at both Carlsbad and Sage Creek High Schools, extending the Club's outreach and impact on this critical age group. Proudly Supporting Our Community We are proud of our rich heritage in the Carlsbad community, and to support not only its children but their families as well. Here's what some of them have to say about their Club experience. "We had lost our home, and we didn't know where we were going to go or what we were going to do. I found the Boys & Girls Club, and I don't know what I would do without them. I wouldn't be able to function -to put the smile on -without the Club. Thank you guys for loving my kids as much as I do, and for always making them feel safe, welcome, and happy." -Jacqui "My daughter has aspergers and my son has downs syndrome. About seven years ago, I left a domestic violence situation with the childrens' father. I told the kids to grab one toy each, packed some clothes, and we were on our way. The Club has been a place where my children feel safe, connected; it's a home. I have a wonderful village here at the Club. It's a testament to the staff, it's a testament to something bigger than just an after school program. The Club is so precious to my heart." -Crystal "I do my best. Hopefully, it's enough. Currently I'm an Uber driver and I'm just trying to make ends meet while I complete my degree. I'm a single dad to my 7 0 year old daughter, who loves the Club. She's shy, but very social. Everybody needs a safe place for their kids and this is it." -Chris The buildings we call "Clubhouses" are truly vibrant communities for our children -safe places of hope and opportunity. Boys & Girls Clubs of America alumni report that Clubs continue to have both an immediate and long-lasting impact on their lives. In fact, 57% of alumni said the Club saved their life. These testimonials are living proof that Boys & Girls Clubs of Carlsbad impact young lives every day. The Club instills a sense of belonging, competence, usefulness, and influence, and we are proud of our rich heritage in the Carlsbad community. ----------------- DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB THE BOYS & GIRLS CLUB NATIONAL MOVEMENT 5 The Boys & Girls Club movement encompasses more than 1,100 independent organizations and the national organization, Boys & Girls Clubs of America. Local organizations serve young people and communities through some 4,645 Club locations. While Boys & Girls Clubs of America serves its local organizations, it does not manage the operations of individual Clubs, which are governed locally. Among many highlights of the past year, national critical outcomes focused on three key areas: Academic Success, Good Character and Citizenship, and Healthy Lifestyles. Inherent in these strategic initiatives is the belief that every child -no matter how challenging their life circumstances -deserves opportunity for success. When young people enter the doors of a Club, they start down the path toward their own great futures. National Movement Profile* ❖ 61 % of Club members qualify for free or reduced-price school lunches ❖ 4.3 million youth are served annually ❖ On a typical day, 458,000 children and teens enter the doors of a Boys & Girls Club ❖ 413,000 adult staff and volunteers ❖ 64,000 adult professional staff ❖ 323,000 volunteers ❖ 26,000 board members *compiled from Boys & Girls Clubs of America's 2017 Annual Report BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 6 CLUB SUPER STARS MW -Most Valuable Volunteer 2018 Rae Merritt 2017 Steve Price 2016 Scott Mccary 2015 Marylou Flanders, Rancho Carlsbad Cooking Club, Team Nike 2014 Rob Holzman, Justin Livingston, Pam McCormick 2013 Chelsea Andel in, Julie Hart-Lawson, Scott Scofield, Collin Sorenson 2012 Eleanor Murrell and Steve Price, Harvey Rushfeldt 2011 Jim Baird, Sam Russell, Teresa White, Lea Woodall 2010 Alexis Ha mama, Gloria Kroupa, Jorge Lopez, Leah Shead 2009 North Coast Church 2008 Prashant Bhat, Rob Lorek, Steve Price 2007 Bethlyn Burditt, Kimberly Pattin, Richard Peyran 2006 Colby Geller, lnvitrogen Corporation, Eddie Serna 2005 Gasper Chifici, Becky Moore, Andrea Otway-Barnes 2004 Gesa Cowell, Steven Degraffenreid, Karen Shaffer 2003 Susie Passons, Mark Watkins 2002 Harvey Rushfeldt 2001 John Crane 2000 Tom Perry, Cory Sheehan Hustle Award 2018 Richard Macgurn 2017 Randy Ferren 2008 Viola Wheelihan 2007 Bill Larson 2016 TedViola 2015 Patrick Casinelli 2014 Joe Durkin 2013 Kris Garrett, Sharone Story 2006 John Harelson 2005 Alyssa Mercier 2004 Frank Cowell 2003 Scott Grugel 2012 Lenette Howard, Ken Ames 2011 Matt Harelson 201 0 Dave Kulchin, Viola Wheelihan 2002 Richard Goldman 2001 Gasper Chifici 2000 Liz Carnes 2009 Randy Ferren Tony Dausi/io's Champions for Children 2018 Frank Dudek 2017 Rudy & Cheryl Zavalani 2016 George & Meryl Young 2015 Watkins Landmark Construction 2014 DEi's Forte for Children 2013 Tom Bertrand, West Steak & Seafood 2012 Julie and Matt Harelson 2011 La Costa 35 Poker Tourney Committee, Chad Of All Trades 201 0 Ryan Grant, Gregorio's Italian Restaurant, La Costa Resort and Spa, NRG Cabrillo Power 2009 Rancho Carlsbad Estates, Hudson Printing, Thomas Bransford, Blackburn Foundation, Viola and Mike Wheelihan 2008 Hoehn Motors Inc, La Costa Resort and Spa, John Manson/North County Athletic Association, Rancho Carlsbad Estates, Rotary Clubs Helen and Fred Arbuckle, HSBC, Tri-City Hospital Foundation Carlsbad Premium Outlets, Jacqueline and Ash Ibrahim 2007 2006 2005 2004 2003 2002 2001 Cisco Systems, Inc., Furnishings 4 Less Dawn and Keith Blackburn, Callaway Golf Company Foundation Cabrillo Power I LLC, Synergy Printing Services McMillin Companies/Brookfield Homes Aegis Electronic Group, Inc., KIT San Diego, Inc., Lennar, TaylorMade-adidas Golf Company 2000 Patricia A. Burruss, Pamela L. Whitcomb MVB -Most Valuable Board Member 2018 Mike Maher 2011 Luke Matteson 2017 Jim Morrison 201 0 Scott Chelberg 2016 Sharone Story 2009 Scott Grugel 2015 Chuck Smith 2008 Becky Smith 2014 Travis Van Treese 2007 Ash Ibrahim 2013 Tony Dausilio 2006 Luke Matteson 2012 Scott Grugel Bob Grimes Humanitarian 2005 2004 2003 2002 2001 2000 David Kulchin Patrick Casinelli Richard Macgurn Jim Morrison David Kulchin Brian Constable 2018 Travis Van Treese 2011 Scott Chelberg 2005 Greg Nelson Steve Tague David Kulchin Bailey Noble Liz Carnes Norma Estes 2017 Kay Matherly 201 0 2016 Teresa King 2009 2015 Mike Maher 2008 2014 Bill Larson 2007 2013 Chuck Smith 2006 2012 Bailey Noble Scott Grugel 2004 Chuck Smith 2003 Luke Matteson 2002 Mari & Rich Goldman 2001 Richard Macgurn 2000 President's Choice 2018 Derek Berg 2017 Russ Kohl 2016 Brad Holland 2015 George Young 2014 Sharone Story 2013 2012 2011 2010 2009 Matt Harelson Stephen Tee Matt Simons Randy Ferren Luke Matteson MIP-Most Inspirational Person 2018 George Young 2013 Bill Larson Richard Macgurn 2017 MikeMaher& 2012 Kalyn Maher Walker 2011 John Manson, Rancho Carlsbad Steering Committee 2016 2015 2014 Eddie Myers Joe Durkin Brisha Cardella Mr./Ms. Clutch 2018 Mike Battin, Marylou Flanders 2017 Jason Labrum and Derek Berg 2016 John Harelson 2015 Russ Kohl Employee of the Year 2010 2014 2013 2012 2011 2010 Jim Morrison Eleanor Murrell, Viola Wheelihan Brisha Cardella, Mike Maher Luke Matteson Chuck Smith Ken Hume 2018 Cierra Halstead, Heather Oliver 2017 Chris Coletti, Bianca Magana 2016 Jessica Leon, Brince Washington 2015 Rae Henderson, Jessica Landin 2014 Shakera Robinson, Nicole Stanley 2013 Anna Mendez 2012 Anna Cruz 2011 Toni Brown, Curtis Nieder 2010 Allyson Evers, Allyson Hurd 2009 Jim Salvia 2008 Eddie Canales, Lleymi Cruz 2007 Pat Maldi, Wendy Ramirez, PattyTate 2006 Kelly Morrison Pop, Laura Murrell 2005 Julie Martinez, Jim Salvia 2004 Crystal Odem, Ernesto Sanchez 2003 Ben Hicks Event Honorary Chairpersons 2018 GolfTournament Gala 2017 GolfTournament Gala 2016 GolfTournament Gala 2015 GolfTournament Gala 2014 GolfTournament Gala 2013 GolfTournament Gala 2012 GolfTournament Gala 2011 GolfTournament Gala 2010 GolfTournament Gala 2009 GolfTournament Gala 2008 GolfTournament Gala 2007 GolfTournament Dinner Auction 2006 Golf Tournament Dinner Auction 2005 Golf Tournament Dinner Auction 2004 Dinner Auction 2003 Golf Tournament Dinner Auction 2002 Golf Tournament Dinner Auction 2001 Dinner Auction David Abeles, Taylor Made Golf Company Meryl and George Young David Abeles, Taylor Made Golf Company Rancho Carlsbad Seniors for Boys & Girls Clubs Mark King, Adidas Mike and Maribeth Maher Ben Sharpe, TaylorMade Golf Company Luke Matteson Mark King, TaylorMade Golf Company Ann and David Kulchin Mark King, TaylorMade Golf Company Jim Minarik, Forte For Children Mark King, TaylorMade Golf Company Henrietta "Hank" Blacic Pete Sanchez, TaylorMade Golf Company Steve Fisher, San Diego State University Pete Sanchez, TaylorMade Golf Company Liz Carnes Frank Dudek, Dudek John Cottingham, Life Technologies David Lloyd, Cabrillo Power I LLC Bill Hoehn, Hoehn Motors, Inc. Jack Becker, Barratt American, Inc. Muriel and Irving "Irv" Roston Mike Levesque, Lennar Ken Ryan, Waste Management Mick Pattinson, Barratt American, Inc. Ted Owen, Carlsbad Chamber of Commerce Larry Clements, Barratt American, Inc. Ronald Packard, Former U.S. Congressman Tim Stripe, Grand Pacific Resorts, Inc. Tony Mata Barbi and Greg Nelson Fred Arbuckle, Morrow Development ----------------- DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB YOUTH OF THE YEAR 7 Our Youth of the Year applicants are screened and judged on leadership qualities as well as exemplary character, academic achievement, and service to Boys & Girls Clubs and their community. Thanks to the generosity of Julie and Matt Harelson, a $10,000 college scholarship is provided to our Youth of the Year winner. Scholarships for the other finalists are provided courtesy of Keith Blackburn and Tim Stripe. Previous Youth of the Year winners include: 2017 Maria De La Mora 2008 Donna Anderson 2016 Zachary Munitz 2007 Myriam Rodriguez 2015 Vanessa Perez 2006 Aurora Jimenez 2014 Vanessa Garcia 2005 Toni Brown 2013 Jonathan Miller 2004 Melissa Uribe 2012 Julianna Garner 2003 Tyson Garcia 2011 Gerald Ball 2002 Breanna Racheck 2010 Cierra Halstead 2001 Trevor Ball 2009 Prashant Bhat 2000 Laura Rudolph Mara Waynick 2018 Youth of the Year Mara Waynick turned her hardship into hard work. When Mara was dropped off at the Club for the first time eleven years ago, she was a little wary of what she would find. But once she started making connections with other Club members and staff, she jumped in feet first and took advantage of every opportunity that came her way. "I'm so grateful for my club experience. I went from being the girl who couldn't wait to go home, to the girl who never wanted to leave;' recalls Mara. Life has not been easy for Mara. At the start of her senior year, Mara learned that her single parent was unexpectedly going to be absent for five months. An only child and just 16 years old, she was left to fend for herself. "I cried when I heard the news; I felt scared, angry and betrayed. The entire situation derailed me, and I found myself skipping school and consequently my grades take a nosedive:' But then Mara realized that she was in control of her own reaction to the situation. "I decided to take ownership of the situation, and not be ashamed of it or allow it to control me. I understand now that I am more than my circumstances, and there is nothing that is going to stop me!"With a renewed determination, Mara raised her GPA from 1.25 to 4.4. She reconnected with friends, and found her inner tenacity, strength, and leadership capabilities. A senior at Sage Creek High School, Mara hopes to attend Pepperdine University and major in Chemistry. "We are so proud of what Mara has accomplished;' said Club CEO Brad Holland. "She has navigated a number of challenging life situations with grace far beyond her years. Her positive and pragmatic outlook will serve her well, and I am confident she will achieve whatever she sets her sights on:' "I am thankful for all of the opportunities and support the Club has offered. They have been there with me through the bad, and now we can celebrate the good together;' enthused Mara. Andrea Vidrio 2018 Youth of the Year Runner Up Just like Mara, Andrea first stepped into the Club eleven years ago. She was a shy girl who never spoke her mind, and basically followed the crowd. Her time spent at the Club showed her what it means to be a leader, and that sometimes the right decisions aren't necessarily the easy ones. Andrea used to be friends with bullies. She knew it was wrong to watch them hurt others while she laughed in the background, and through the Club, she finally found her voice to call the bullies out on their behavior, and make everyone feel welcome and comfortable. "Loyalty and kindness are now important to me, and I fight for others and support them. I stand up for what I believe is right, even if I'm standing alone;' says Andrea in a voice far beyond her years. A big challenge for Andrea is dealing with her anxiety and depression. She has worked hard to express herself in healthy ways that overcome her unease. She may seem strong and outgoing from the outside, but inside she feels vulnerable. With the Club's help, she has learned to reach her goals and take on challenges, including managing to maintain a 3.0+ GPA throughout her middle and high school years. She takes her education seriously, and hopes to work to improve the foster care system and help others. "I'd like to work on finding all the resources available to help foster youth find homes, as well as a path to success;' states Andrea. "I hope to be a mentor to kids, and help prevent them from causing trouble that could prevent them from being adopted:' BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE382B7CBB 8 YEAR IN PHOTOS July '18 ~ Fun's the name of the game at Vigilucci's Beach Bocce World Championship which raised more than $125,000 for the Club September '18 ~ Fundraising records shattered at the Club's 37th Annual Gala, chaired by Barbi Nelson, Viola Wheelihan, and Teresa King November '18 ~ Those don't look like poker faces! at LC35's Annual Charity Poker Tourney to benefit the Club August '18 ~ Summer camp field trip fun October '18 ~ Making slime for Halloween December '18 ~ Music makes the world go around ----------------- DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE382B7CBB YEAR IN PHOTOS g January '19 ~ Celebrating birthdays in the first month of the new year March '19 ~ Taste of Bressi event boasted over 600 guests enjoying bits, beverages, and beats May '19 ~ Youth of the Year Contestants with Club CEO Brad Holland February '19 ~ Taking care of business -getting homework done April '19 ~ It's all "Fore" the kids at the Club's 67th Annual Golf Tournament June '19 ~ School's out! BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Jeremiah Milbank Society Jeremiah Milbank was a humble man who inspired greatness in others, and is the inspiration for the society that bears his name. His life was full of remarkable accomplishments as a businessman ~nancier, and philanthropist. A ' lifelong believer in volunteerism, he helped President Herbert Hoover develop the national organization that is now Boys & Girls Clubs of America. The Jeremiah Milbank Society is a national recognition society for individuals who give $10,000 or more to a local Boys & Girls Club. 2006 2007 2009 2010 2011 2012 2013 2014 2015 Teresa and Gary Manguso Ralph Walton* Friend of Boys & Girls Club Friend of Boys & Girls Club Friend of Boys & Girls Club Lynnette and Foster Friess Friend of Boys & Girls Club Friend of Boys & Girls Club Friend of Boys & Girls Club Teresa Cannon Bailey and Joan Noble Mike and Maribeth Maher Bailey and Joan Noble Verna Krahn Jeff Sloan Patricia Larkin Fore Eddie and Lisa Myers Mary Ann Price Chuck and Maryanne Smith Tim Stripe A Lasting Legacy Visionary individuals have helped to advance Boys & Girls Clubs of Carlsbad's tradition of excellence t~rough bequests and other legacy gifts. Our organization honors and recognizes the generosity and foresight of those who have chosen to leave a legacy for our community's children via our Foundation's Planned Giving Program. Legacy Circle Society Laura Bertino Donald M. deCamera Liz Carnes Walter and Eleanor Malen Ralph Walton* Bequest Heritage Circle Society Laura Bertino* Our Supporters The following partners have invested in the development of our youth during our 2018-19 fiscal year (July 1, 2018 through June 30, 2019). On behalf of the Board of Directors, staff, and members of the Clubs, thank you for your continued support! $25,000+ County of San Diego DEi Holdings, Inc. Teresa and Mark King Mike Maher Manna Charitable Foundation Greg and Barbi Nelson Sahm Family Foundation George and Meryl Young $15,000 to 24,999 Filipovitch & Co. Eddie and Lisa Myers Rite Aid Foundation Watkins Landmark Construction Zable Foundation $10,000 to 14,999 Geoffrey E. Bell, D.D.S. Derek and Jessica Berg BLT Enterprises CalStripe, Inc. Carlsbad Charitable Foundation Carlsbad Christmas Bureau Patrick Farley Jeremy and Veronique Gottlieb Scott and Sandy Grugel Hoehn Motors, Inc. James M. Morrison Insurance Services, Inc. John and Karen Mosby Mary Ann Price Vigilucci's A THANK YOU T Viking Commercial Construction Weaver Empire, Inc. Wells Fargo $5,000 to $9,999 Mike and Brenna Battin Boar's Cross'n Rick and Trisha Bothmer Boys & Girls Clubs of America California Bank & Trust Cavignac & Associates Scott and Debbie Chelberg Christian Credit Counselors City of Carlsbad Colliers International David C. Copley Foundation Datron World Communications, Inc. Dempsey Construction DH Charles Engineering Ronnie and Cheri Dixon Donegan Burns Foundation DPR Construction Dudek Joseph and Denise Durkin DWHoldings Ronnie Ferguson Scott and Sheri Ferrell First Citizens Bank John and Julie Forester Forte For Children The Goetz Firm, Inc. Justin Gooding Heineken USA Intelligence Driven Advisers Keith Kelson Russ and Martha Kohl Dusty and Heather Moyer Mike and Kathy Naylor Ruth and Steve Netzley Nordson Corporation Foundation NRG Energy, Inc. Bree O'Shea Chuck Smith Sharone and Matt Story Tim Stripe Toyota Carlsbad Eric Tracy Tri-City Medical Center Willi and Veronika Voelker Kalyn and Nick Walker ----------------- DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB A THANK YOU TO OUR DONORS 11 $1,000 to $4,999 A.O Reed Access Biologicals Diane Allen-Baines Allstate Lending Group, Inc. Chad Arendson John Aston B.P.O.E. No. 1561 Bingo Charity Fund Beach Necessities Joe and Shirley Beemer Gene and Pam Bentz Mike and Shannon Bingham Keith Blackburn Board & Brew Russell and Linda Bonafede Elizabeth Burmeister Larry and Jayme Cambra Larry Campbell Carlsbad Hi-Noon Rotary Club Foundation Carlsbad Premium Outlets Carlsbad Village Music Liz Carnes CBRE Spencer Chamberlain Andy Chao Robert and Lori Ciano Keith and Amanda Clardy Gerry and Vicki Cohen Brian and Becky Colby Carlo Coniglio Brisha and Chris Cordella John Cottingham Shelia Cottingham COX Communications CPL Aran Cucine Dalimonte Rueb, LLC Diagnostic Consulting Network Inc. Dick's Sporting Goods Foundation Joni Doyle Mike and Leslie Duich Denny Esh Douglas and Christine Evans Adam Fierer Evan and Megan Filipovitch Nick and Margi Filipovitch Chip and Sarah Fink First Choice Bank The Samuel I. & John Henry Fox Foundation Jeff Frantz DeeAnn Freeman Friend of the Boys & Girls Clubs of Carlsbad Steve and Janet Gaspari David Gehrke Mike Giblin Rona Gilbert Robert Green Jim and Kathy Gresik Julie and Brian Gruber John and Tami Harelson Eric Harnish Havas Edge San Diego Heidt Family Foundation Fredric and Susan Holliger Rob Holzman Hudson Printing Hunter Industries, Inc. Jazzercise, Inc. Jenna Lee Design Judith and Clarence Juhl Cole Jurden Bo Kaemerle Kinder Morgan Foundation David and Ann Kulchin Andrew and Robin LaDow Antoinette LaJoye Law Offices of Richard B. Macgurn Greg and Elizabeth Lewis Brad Livingston Scott MacGregor Kay and Greg Matherly Joan McAfee James McNab Frank Migliazzo Mark and Deanne Monte Enzo Morales Kevin and Mary Jo Mosby Eleanor Murrell Earnie Oar Kay Osborn Pacific Building Group Donald Paradise Elizabeth Park Michael Peckham Chris Pinnell Robert Pope Pratt Memorial Fund Rancho Carlsbad Garden Club Betty Ritter Russell Riviere Kelly Robertis and Dave Hegan Ted Robinson Barry Ross Ken and Suzy Ryan Jon and Jennifer Schmauss Tim Schnell Darcy Seda David Shaffer Kristen and Peter Sieffert Glenn and Terri Soppe Justin and Jolie Steers Kevin Sternagle Tague Alliance Insurance Agency, Inc. Amy and David Taylor David Thomas Total-Western, Inc. TRUIST UBS United Way of San Diego Kyle and Kristina Utne Alex Valenzuela Travis and Jennifer Van Treese ViaSat Ted Viola Steve Wagner Lance Waite Waste Management Elizabeth Weisse Delores Weksler Keith and Maureen Wieland Matt Williams Katherine Witmeyer Gregg Wolfson Wayne Woodard Troy and Tara Woolley YourCause, Corporate Employee Giving Programs Daniel Zavalani The Never Ending Circle Boys & Girls Clubs of Carlsbad offers tribute to those whose gifts were made in their name: Arthur Davidson* Judith Goldman Herman Kurth* Pat Kurth* Maribeth Maher* Bailey Noble* Bill Slattery Shirley Slentz *deceased continued on page 12 BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 12 A THANK YOU TO OUR DONORS In-Kind Contributions Donations valued at $500 or more Alaska Airlines Allie's Party Equipment Rental, Inc. American National Investments, Inc. Arrowood Golf Course Ballast Point Beer Derek Berg Bird Rock Coffee Roasters BJ's Restaurant and Brewery Board & Brew Boochcraft Booze Brothers Bradford Renaissance Portraits Brandt Beef Jerky David Buckner Cali Fino Tequila California Pacific Airlines Callaway Golf Company Chakra Media Coca Cola Coola Sun Care Coomber Craft Wines Christine and Mike Crowley Culver Beer Company Cutwater Spirits Rye Dalton Del MarThoroughbred Club Dick's Sporting Goods Division 23 Brewery Frank Dudek Elite Island Resorts Equinox Eusinus Vineyard Fairbanks Ranch Country Club Patrick Farley Fetchez La Vache Marylou Flanders Flippin' Pizza Forte For Children Golden State Cigars Grand Pacific Resort Services Grandview At Las Vegas Green Flash Brewing Company Gregorio's Sandy and Scott Grugel Handcrafted Artisan Cheese Matt Harelson Haro Bicycle Corporation Chris Heller Herr Photography, Inc. Holiday Bowl HRE Performance Wheels Hsiao Law Hudson Printing Islands Jewels With A Purpose Karl Strauss Ken Kebow Kelly Cardenas Salon KIND Snacks La Casa Del Zorro Resort and Spa La Costa Limousine La Costa Wine Co. Law Offices of Michael Saunders Law Offices of Richard B. Macgurn Sublime Ale House Raphael Linhares Local Roots Kombucha Loews Hotels Lynx Grills Major Events and Catering Jeff Martin MERIC Spearfishing Monarch Beach Resort Montecito Inn Carey Moretti Mulloy Jewelers John Murk Eddie Myers James Norman Notorious Burgers OGIO International Omni La Costa Resort and Spa Paon Papa Marce's Cerveceria Park Hyatt Aviara -Golf Club Clark Paul Pauma Valley Country Club Pedego Carlsbad Pieology Pizza Port Brewing Prana PRP Wine International Rams Hill Real Turntablism Entertainment Harry Rhioads Ryan Rhoads Chris Riley Andy Rogers RV Rentals San Diego San Diego Self Storage Marty Schulman SDSU Department of Athletics/Men's Basketball Seacoast Gallery Senor Grubby's Shelly Sheahan Chuck Smith Spa Girl Cocktails Spectrum Floral Kirt Stephenson Ed Stoll Stone Brewing Co. TamboCafe TaylorMade Golf Company That Pizza Place The Bridges at Rancho Santa Fe The Crossings at Carlsbad The Lost Abbey Tom's Garage Band Trading Places International Trust Me Vodka KrissyVan Ness VF Corporation -Reef Vigilucci's Anita Vizcara Wade Koniakowsky Art Walking Eagle Photography Sumotackle, Inc. Welk Resorts Servicing Center West Steak Seafood & Spirits Viola Wheelihan Margaret White PeterWujek DavidYapo George Young ------------------ DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB COMMUNITY SPONSORS 13 Community partners have helped the Boys & Girls Clubs of Carlsbad tremendously by creating opportunities that could not be achieved without the partnership. In addition to visibility on Club letterhead, marketing materials, event invitations and programs, and the website, our corporate partners enjoy a range of benefits that are tailored to meet their specific needs, and receive complimentary admission to our annual fundraising events. We invite all civic-minded individuals, companies, and organizations who are committed to the success, growth, and character of Carlsbad's youth to arrange for a visit to discuss the benefits and privileges of community partnerships. For more information, please contact Brad Holland, CEO at bholland@bgccarlsbad.org or call 760.444.4897. r=--- 1 CU:i:I ML'""f ~. 1 • - :} Inspericy. HR that Makes a Difference™ BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 14 YEAR IN REVIEW STATISTICS Total Youth Served Total Village Bressi Armory/Bobcat Club Members 2450 951 1126 373 Athletics Programs 750 Additional Youth Served 3800 Total Youth Served 7000 Total Youth Served: Age 6 Years Old 58 30 28 7YearsOId 221 99 122 8YearsOId 299 131 168 9YearsOId 281 118 163 10Years Old 299 129 170 11 Years Old 252 115 137 12Years Old 211 91 120 13Years Old 168 70 78 20 14 Years Old 80 33 31 16 15Years Old 119 46 25 48 16 Years Old 113 38 16 59 17Years Old 68 25 7 36 18Years Old 34 8 3 26 Unknown 247 18 61 168 Total Members Served: Ethnicity African-American 5% 4% 4% 6% Asian 6% 4% 8% 5% Caucasian 48% 48% 52% 43% Hispanic 18% 19% 14% 21 o/o Multi-Racial 21 o/o 23% 19% 20% Other 3% 2% 3% 5% Total Members Served: Gender Males 53% 52% 52% 54% Females 47% 48% 48% 46% After School Program Number of Members 1197 393 431 373 Average Daily Attendance After School Program 471 182 236 53 Summer Camp Program 454 201 253 Total Volunteer Service Number of Volunteers 503 Volunteer Hours 4188 Value of Volunteer Hours $106,501* -----*Based on $25.43/hour per independent sector DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB Statement of Activities and Net Assets Year Ended June 30, 2019 Revenue and Support Club Activities $ 2,065,547 Facility Rentals 91,510 Dues and Fees 58,572 Contributions 593,776 Grant Support 129,067 Other Gains and Losses Special Events Revenue $ 794,920 Special Events Expense (221,797) Other Gains & Losses (11,093) Total Revenue, Gains & Losses $ 3,500,501 Expenses Program Services $ 3,049,401 General Services 194,025 Fundraising, Admin, Management 229,520 Total Expenses $ 3,472,946 Change in Net Assets $ 27,556 * Above figures are unaudited. BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB 16 YEAR IN REVIEW An active Board of Directors, dedicated staff, and generous community members and business leaders have all worked tirelessly to raise the level of performance at Boys & Girls Clubs of Carlsbad for the fiscal year ended June 30, 2019. Here are just a few of the year's highlights. Bressi -Programs ❖ Continued to successfully implement enriching STEM programs throughout the year by teaming up with community members like nurses, scientists, computer coders, and aerospace engineers to educate our members on the sciences and possible career paths. Not only did we bring these programs into our Clubhouse, but we went offsite to give our members quality, real-life experiences. ❖ Engaged the Bressi community by inviting parents and community members to special events designed to showcase our Clubhouse and the work that we do to contribute to our club members' development. We also encouraged our members to give back by partnering up with Activcare, a senior care facility, to provide friendship and companionship to their senior residents. ❖ Fostered the arts by providing quality acting, dancing, and performing programs throughout the school year. From putting on big productions like Alice and Wonderland to providing all-inclusive experiences like a performance of a beautiful song signed in American Sign Language, the art programs that we provided helped our members with their self-confidence and cultural understanding. Bressi -Bobcat Bay ❖ Bobcat Bay, our free daily after-school program at Sage Creek High School, chose to place emphasis on community service throughout the school year by participating in teacher appreciation, creating holiday cards for seniors, contributing to Toys for Tots and assisting with the Bressi Clubhouse's Thanksgiving Feast, among many other projects. ❖ Recognizing the need for mental health support among this age group, special focus was placed on stress management and education about mental health resources. Members made DIY stress balls, participated in yoga and meditation classes, and had a study organization and prioritization workshop. ❖ After-hours "Teen Nights" were highly popular activities. These nights provide a safe and supervised place for teens to be in a healthy and supportive environment with friends. Notably valuable experiences included a SMART Girls night and Wise Guys night, during which a safe space was created for the members to both play and discuss challenges and solutions with one another and staff. Village -Programs ❖ Our Friday Late Nights have continued to grow in attandence, as they provide kids a fun filled night of activites while allowing parents to enjoy an evening out. ❖ We once again maintained a busy holiday schedule of events. Some of the highlights include our partnering with the Carlsbad Village assocation to hold a halloween carnival for community kids, our annual Thanksgiving Dinner that ensures every member gets a Thanksgiving meal, and our Holiday Gift Giving that provides a special wrapped gift for each child. ❖ We continue to increase our efforts to raise awareness of the benefits of healthy lifestyles via our Healthy Habits program. We had 75 kids participate in our "Run Across America" program and collectively they ran over 1,500 miles. We also utilized our kitchen to teach kids how to prepare and cook healthy meals for themselves. ❖ Our partnership with Revolution Foods ensures no child goes hungry as we serve every child a free healthy meal each day after school and over the summer break. ❖ We created a new partnership with Carlsbad Village Music that allowed us to provide a music enrichment program for members to nurture their musical appreciation and talents, and C.V.M. also provided 8 private scholarships for children who wanted to take lessons and were financially in need. ❖ Our Community Service Club was hard at work doing good throughout our community this year. They volunteered at beach clean- ups, neighborhood beautification projects, partnered with Kids for Peace on the Kindness Tour, and helped out with several other community non-profit projects. Village -The Armory ❖ The Armory, our free after-school program at Carlsbad High, completed its 5th year on campus in the Library. ❖ The program served an average of 50 members per day as our enrollment numbers and impact on campus soared. ❖ Our members performed community service at 8 different volunteer sites, with members accumulating close to 500 total volunteer hours for the year. These sites included places like Bread of Life in Oceanside, The Rancho Carlsbad Humane Society in Encinitas, and the Carlsbad by the Sea retirement community in Carlsbad. ❖ The Armory supported 12 members through the Youth of the Year scholarship application, an intensive process that provided growth and mentorship for all those involved. ❖ The students participated in the on-campus Mental Health Awareness initiative to support our members and students through stress relief tactics and healthy mental health. Aquatics ❖ The Aquatic's Program continues to provide classes and services to our members and the surrounding community. Our club swim has continued to grow in popularity with our members. Athletics ❖ Pacific Coast Hoops (PCH) is currently in its seventh year in existence and has grown from 5 teams to 12 teams in the last year. ❖ YBL now offers 3 on 3 tournaments during the Fall and Spring seasons. ❖ Our Middle School leagues produced Coastal North Conference Champions in girls volleyball, co-ed golf, boys basketball, track and field, and cross-country. Board and Administration ❖ Under the successful leadership of Executive Board Member Sharone Story, our illustrious board's annual "Kids' Campaign" income exceeded $280,000. ❖ The Club was awarded Charity Navigator's coveted 4 star rating for the fourth year, putting it in a select group of high-performing charities. ❖ The Club's four major fundraising events-a golf tournament, beach bocce ball championship, gala, and poker tournament-netted nearly $700,000 and engaged thousands of community supporters. ----------------- DocuSign Envelope ID: 0D82AC35-1D41-4573-A177-D3BE38287CBB OUR CLUB STAFF 17 Administration Sarah Pearl YDP Brittany Peek YDP Brad Holland CEO Alexis Petty YDP Carl Petrovski YDP Teresa Deleon HR Generalist Kalyn Platero YDP Nikko Pousui YDP Sandy Grugel Director of Finance Jennifer Polkis Membership Asst. Ariana Ramirez YDP Pat Maldi Consultant, Daniel Pollard YDP Jasmie Ramos YDP Marketing & Events Nick Poure YDP Lauren Redford YDP Evan Perkins Director of Operations Jerry Gonzalez Pulido YDP Rachel Robinson Membership Coard. Robin Rafferty Development Coard. Marisa Ransdell YDP Rebecca Sims YDP Programs -Bressi Jordan Refaely YDP Dalia Singh YDP Andrew Aldecoa YDP Jessica Rieger YDP Abby Snyder Clubhouse Director Madeline Aldecoa YDP Amanda Sanders Bobcat Bay Coard. Gino Spirito YDP Michael Amparano YDP Amanda Sangari YDP Eli Stevens YDP John Asuncion YDP Karla Santos YDP Nicole Stewart YDP Keralee Baldwin YDP Jenna Scotese YDP Claudina Tarin-White Bus Driver Madeline Boogay YDP Julia Scotese YDP Sydney Tomaneng YDP Tyler Borden YDP Ariday Serrano YDP Alyssa Trujillo YDP Cathy Boren Bus Driver Mirian Serrano YDP Robyn Ukegawa YDP Kerianne Brennan YDP Allison Singer Membership Coord. Chelsea Urqhart YDP Talia Cain YDP Bradley Smith Membership Asst. Sarah Vidaurri YDP Kammy Carbone YDP Erin Smith-Soeten YDP Marisol Villalpando YDP Kayra Carrillo YDP Katie Lynn Skarwecki Brince Washington YDP Leslie Castillo YDP Taschner Teen Director Diane Willey YDP Marisol! Castro YDP Kristina Thill YDP Allison Chambers YDP Emily Perez Torres YDP Aquatics Thomas Chronis YDP Mara Waynick YDP Jennifer Baxter Lifeguard David Contreras Bus Driver Amanda Wehrmaker YDP Anasia Cuevas Lifeguard Andrew Crane YDP Samantha White YDP Donovan Hanna Lifeguard Natalia Cruz YDP Celeste Williams YDP Debra Johnson Lifeguard Lauren Curee YDP Lauren Wimsatt YDP Chase Murray Lifeguard Noah Curry YDP Programs -Village David Silva Aquatics Coordinator Samantha Daynes YDP Dallas Adams YDP Falon Stahley Lifeguard Libby Dearborn YDP Javier Aguirre YDP Tessa Greer Weurfel Lifeguard Elisabet Delgado YDP Adam Allen YDP Athletics Joseph Disopa YDP Karyna Alvarez YDP Xavier Allison Coach Case Ditzhazy YDP Karen Antonio YDP Rebecca Bailey Coach Juliette Dowe YDP Esperanza Avila YDP George Beck Coach Nandhini Ekambaram YDP Marika Bagley YDP Kaylie Belk Coach Guadalupe Enriquez YDP Joshua Billmeyer YDP Brook Brand Coach Gabriella Feiring YDP Peyton Brittain YDP Nigel Cabral Athletics Director Arlene Fields Bus Driver Chris Coletti Program Director Grant Corsi Coach Jake Fitzgerald YDP Nicole Corona Membership Asst. Charles Daniel Coach Darely Flores YDP Maribel Costa YDP David Duluk Coach Alec Frank YDP Eileen Craig YDP Cindy Gilbert Coach Brittany Frenzel YDP Maria De La Mora YDP Joshua Gordon Coach Belen Avendano Garcia YDP Elizabeth Dellamary YDP Andrew Guillermo Coach Julian Garner YDP Abigail Devins YDP Kevin Hardyway Coach Serena Geroe YDP Anabel Dominguez-Chio Membership Asst. Estevan Hernandez Ill Coach Allison Gilden YDP Michael Fene YDP Taelor Holdcraft Coach AlecGrugel YDP Alexis Frazar YDP Sydney Kidd Coach Janet Gutierrez YDP Megan Gannon YDP Benjamin Lead Coach Erin Hardin YDP Ashley Garcia YDP Eric Leider Coach Rae Henderson Membership Director Malia Gardner YDP Matthew Lopez Coach Avery Henderson YDP Brooke Garvin YDP Austin Lowrt Coach Chelsea Henry YDP Alberto Gijon YDP Noah Marsh Coach Monse Hernandez YDP Ryan Girod YDP Ricardo Martinez YBL Coordinator Brooke Hollman YDP Cheyene Golden YDP Katherine Morrow Coach Travis Horning YDP Morgan Green YDP Joann Nygard Coach Lory Ibarra YDP Cierra Halstead YDP Thomas O'keefe YBL Coordinator Jacob James YDP Cedric Hart YDP Ashli Pardi Coach Rayven Jones YDP Rachel Hathcock YDP Tony Pavlich Coach Penny Lange Bus Driver Rae Henderson Membership Director Claire Perhach Coach Jessica Leon Program Director Hunter Hopkins YDP Johannes Pupping Coach Joanna Lopez YDP Elizabeth Hopley Teen Director Dyaln Rossi Coach Jennifer Macedo YDP Analicia Kish YDP Dresden Rowlett Coach Bianca Magana YDP Elise Leary YDP Scott Rubin Coach Dulce Martinez YDP Mary Lopez YDP Andrew Tomkinson Coach Justin Mcclendon YDP Rachael Mattull YDP Miachel Traegar Coach Mirabella McDowell YDP Elizabeth Mendez YDP Shawn Walker Coach Madeleine Miyamoto YDP Oceana Mendoza YDP George Weaver Coach Thomas Moon YDP Nicholas Minnix Program Coord. Aaron Wofford Coach Lisa Moquin YDP Sandra Morales YDP David Wurzer Coach Nicole Mosher Clubhouse Director Tyler Morrow YDP Rylee Zimmerman Coach Diana Mota YDP Curtis Nieder Transportation & Jenna Murray YDP Facilities Coord. Heather Oliver YDP Ariana Pagan YDP Pomink Padilla YPP Keena Palacio YDP YDP -Youth Development Professional BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT nvelope ID: 0D82AC35-1 D41-4573-A 177-D3BE38287C www.bgccarlsbad.org Village Branch: 3115 Roosevelt Street Carlsbad, California 92008 760.729.0956 Phone 760.729.2279 Fax Bressi Ranch Clubhouse: 2730 Bressi Ranch Way Carlsbad, California 92009 760.683.5106 Phone 760.683.5107 Fax Design courtesy of Marylou Flanders Printing courtesy of Hudson Printing