Community Meeting Notes: Capitalization for artistic and audience-oriented organizations

As part of its strategic planning process, WPF held twelve facilitated meetings, involving nearly 150 civic leaders, practitioners, public officials, and subject-matter experts in areas related to our grantmaking.

The following are notes taken at a meeting held on September 12, 2011, with organizational leaders, community members, subject-matter experts, and civic leaders to discuss how WPF should think about capitalization for
audience-oriented arts groups. A similar conversation was held with another group to discuss capitalization related to arts organizations managing collections or facilities.

Individuals participated with the understanding that they were speaking without attribution, so participants' names are intentionally omitted from these notes.


Meeting Purpose and Questions

In 2009, WPF along with The Pew Charitable Trusts, commissioned TDC of Boston to assess the financial condition of Philadelphia-area arts and culture organizations.  Among other things, the report found that 77 percent of all the cultural organizations studied were undercapitalized, meaning that they did not have the cash necessary to meet short- and long-term obligations, weather downturns in the external operating environment, and take advantage of opportunities to innovate. Since then, WPF staff has struggled with how to best address capitalization challenges in the sector.

In addition, the report advised us that an organization’s capitalization needs are informed, in part, by an organization’s business driver.  While most organizations have more than one business driver, often one is dominant.  Therefore we grouped our capitalization discussions by combining two business drivers, in this case, Artistic Vision (an organization built around the work of a single artist, voice, or method) and Audience- Dependent (an organization where attendance and ticket sales are key drivers of financial health as well as measurements of mission success).

We invited representatives of arts organizations and financial technical assistance providers to discuss the following questions:  How can we develop an effective, consistent funding approach to help organizations become well-capitalized and more fiscally-sound?   What can we do beyond grants that would be useful to arts organizations?  What are your experiences–successful or unsuccessful—in trying to improve your balance sheets?

Major Points from the Discussion

Technology – overemphasis on social media as a cure-all.  Seems to be a replacement for quality. Online work is transitory.  Everybody is trying to get younger audiences.  Kids are exposed to the facsimile of the art object in technology and art. Substitution of social media bells-and-whistles for audience engagement.

Funding issues – no general support, most funding project support without administrative funding.  Foundation support decreasing.  Different foundation priorities—can’t foundations talk to each other about the funding ecosystem?  Emphasis on free-delivery of product, from social media to Funsavers to flash mobs at Reading Terminal with idea it will build audiences but no way to quantify; a “Groupon” mentality created-- expect free or reduced-cost programs.  Fluctuations in earned income/audience revenue are crippling for small arts organizations.  Younger people tend to be one-time donors and move on to the next thing.  Hard to build individual donor pool.  Hard to build/diversity revenue. Hard to build a reserve or get board to see the need.

Leadership/boards – need boards who are more invested, represent community and are savvy; boards don’t understand what a well-capitalized organization looks like.  Organizations need more infrastructure to steward board members.

Guidance to WPF

Education - training of nonprofit board members on their role.  Help to identify potential board members.  Cultivate sense of philanthropy in individual donors.  Communicate the long-term vision for the Foundation.  Create a meta-analysis of how funding affects what the arts look like.

Coordination/collaboration - support cross-conversations among funders and break away from separate streams of funding with different priorities.  Set up a foundation clearinghouse for those groups who have similar projects. Explore the market for an artist incubator/manager and the idea of shared organizational services.  Facilitate collaborations between organizations that come from the same cultural contexts.

Funding strategies to support innovation and creativity - support professionals to create art.  Fund residency spaces such as Headlands. Funding through fiscal sponsors would eliminate need to create so many 501(c)(3)s. Supporting fledging organizations doing edgy work. Support general operating costs and staff positions.  Provide long-term support, versus fleeting, popular priorities. Help Philadelphia-based groups tour in and around the region to facilitate arts and cultural exchanges (Pew sends artists around the country/world). Provide a funding stream to help connect organizations when partnering opportunities arise.  What financial incentives can be offered to help organizations move in certain directions, e.g. some type of post-grant reserve funds or matching possibility if explicit benchmarks were met?

Art and place - intersection of infrastructure, neighborhood/place creativity, and art.  Assets and opportunity exist in the 40,000 vacant lots in Philadelphia, about 1/3 are city-owned – identify organizations eligible to access.  How can what is happening organically be enabled?  Will there be a need for a subsidy or additional layers to increase compatibility to support asset management with stronger infrastructure?  There exists a demand for artist-friendly and artmaking-friendly building.