Bobbie Lippman, Senior Program Officer, Culture and PACDP Project Director Neville Vakharia, PACDP Project Manager November 11, 2006

Transcription

1 Bobbie Lippman, Senior Program Officer, Culture and PACDP Project Director Neville Vakharia, PACDP Project Manager November 11, 2006

2 What is the PACDP? The Pennsylvania Cultural Data Project (PACDP) offers a statewide standardized, on-line system for collecting financial and organizational data from arts and culture organizations. Created to strengthen arts and culture in Pennsylvania by documenting and disseminating information on the sector. Collaborative project: Greater Pittsburgh Arts Council Greater Philadelphia Cultural Alliance Pennsylvania Council on the Arts Pennsylvania Historical and Museum Commission The Pew Charitable Trusts William Penn Foundation The Heinz Endowments The Pittsburgh Foundation

3 PACDP History 4 Years of Planning $2.28 Million Investment Initial Launch September 2004 Administered by The Pew Charitable Trusts in 2005 An 11-section, on-line form is completed once a year and is based on the organization s audit Not just a data collection tool also a tool for organizations to better manage their institutions and track trends over time

4 PACDP Design Team Top notch consultants: August Development Carnegie Mellon University, CAMT Cool Spring Analytics Drexel University, Arts Administration Program GHI Design Night Kitchen Media Your Part-Time Controller, LLC Tested with focus groups of nonprofit arts and cultural institutions before its launch

5 Why PACDP? To streamline the application process for potential grantees To provide the arts community with reliable, longitudinal data to support organizational capacity building, advocacy for public funding, benchmarking To serve as a powerful tool for advocacy (i.e. data is available by legislative district, Zip Code, etc.) To better tell the story of the impact of arts and culture in the region and the State

6 PACDP: Current State Since September 2004 Launch: 423 organizations have submitted over 1,000 data profiles statewide 350 organizations have submitted FY2005 data profiles 275 organizations have 3 or more years of data Organizations are creating new profiles once per year Part of grants application process to PACDP partners

7 PACDP: Profile of Participants Pennsylvania Arts & Cultural Organizations that have submitted PACDP data profiles: Budget Size % of Users Under $250,000 33% $250,000-$499,999 21% $500,000-$999,999 17% $1,000,000-$4,999,999 20% $5,000,000-$9,999,999 5% Over $10,000,000 4%

8 PACDP: Data Collection Collected Data Categories: Organizational Data Address, tax ID, leg. districts, etc. Revenue Earned, investment, and contributed income Expenses Program, fundraising, admin, healthcare, etc. Marketing Activities Web/Internet, advertising, printing, etc. Fundraising Campaigns Capital campaigns, endowment campaigns Program Activity Performances, commissions, workshops, etc. Ticketing and Attendance Pricing, membership, school groups, etc. Staffing and Facilities FT/PT staffing, venue capacities, etc. Investments and Loans Endowments, mortgages, credit lines, etc.

9 Data Input Form 11 Sections with clear instructions

10 Data Input Form 11 Sections with clear instructions

11 Data Input Form 11 Sections with clear instructions

12 Data Input Form 11 Sections with clear instructions

13 Instant Funder Reports are available for Grant Applications with the click of a mouse

14 PACDP Data Ensuring Data Integrity and Accuracy Annual audit serves as main source of data Automated error checking and validation Offline Data verification and scrubbing Toll-Free help desk for all users Training sessions for all users

15 Identifying Capacity Building Needs Funders can use aggregated data to identify community trends and needs Individual organizations can use reports to identify gaps, capacity building needs

16 PACDP: Advocacy Research findings can be used to leverage support for the arts Information on economic impacts such as jobs created, revenue generated Quantitative data as supporting evidence of programmatic impacts (e.g., number of school children reached, number of educational workshops)

17 PACDP: Research Activities Research Reports by Licensed Research Partners: Carnegie Mellon Center for Arts Management & Technology Cultural Census of Southwestern PA, October 2005 Greater Philadelphia Cultural Alliance Portfolio, Fall 2006 Americans for the Arts Arts & Economic Prosperity II, June 2007

18 PACDP Reporting Features for Users In addition to collecting data from organizations, the data is then given back to participating groups. A powerful new reporting interface allows organizations with submitted data to: View instant Annual Reports View trends in their performance Benchmark their performance against others Share reports with trustees and staff Reporting interface will provide easy access to detailed information through more than 80 reports

19 Organizational Reporting Interface

20 Annual Report (Generates instantly in 3 Clicks)

21 Annual Report (Financial Activity Section)

22 Annual Report (Attendance and Program Activity Sections)

23 On-Screen Information and Guidance

24 On-Screen Information and Guidance

25 User Annotations Stored in Report

26 Saving Report within Web Site (for Private or Public Use)

27 Trend Report: Program Revenue & Marketing Expense Drill-Down Detail Reports

28 Comparison Reports: Selection Criteria (Coming Fall 2006)

29 Selection Criteria: Selection by County (Coming Fall 2006)

30 Comparison Report: Personnel (Coming Fall 2006) Drill-Down Detail Reports

31 PACDP Contacts: Bobbie Lippman, Project Director , Neville Vakharia, Project Manager , PACDP Help Desk Toll Free: PACDP

32 Introducing Portfolio Second part of the presentation is by Peggy Amsterdam, President of the Greater Philadelphia Cultural Alliance Working with research partner Pennsylvania Economy League, the Cultural Alliance released Portfolio, a comprehensive report on culture in the Southeastern Pennsylvania based on the data submitted through the PACDP