CarouselofHappinessOrganizationalManualUpdated:August7,2017

ContentsCarouselofHappinessOrganizationalManual............................................................................................1

Mission....................................................................................................................................................2

Vision(fromtheCaseStatement,Feb2009)...........................................................................................2

Policies.........................................................................................................................................................3

GiftShopPolicies.....................................................................................................................................3

Customerservicepolicies........................................................................................................................4

ImageCopyrightPolicy............................................................................................................................6

CopyrightsandTrademarks–NotesfromScott......................................................................................6

IntellectualPropertyPolicy......................................................................................................................7

PolicyonAdultBusinessInteraction.......................................................................................................7

COHPolicy:OnlineAccessibilityofMaterials..........................................................................................8

OnlineVotingPolicyoftheCarouselBoardofDirectors.........................................................................9

BoardofDirectors.....................................................................................................................................10

Officers..................................................................................................................................................10

ParticipationExpectationsofBoardMembers......................................................................................10

BoardMotion........................................................................................................................................10

Committee/BoardStructures..............................................................................................................10

BoardRecruitment................................................................................................................................11

BoardMembers–PastandPresent......................................................................................................12

Personnel...................................................................................................................................................12

CarouselAdministrator:JobDescription..............................................................................................12

AboutScottandtheCarousel....................................................................................................................14

AboutScott(fromtheCaseStatement,Feb2009)................................................................................14

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Vision(fromtheCaseStatement,Feb2009).........................................................................................15

AVisionandHopefortheCarouselofHappiness.................................................................................17

CarouselHistory(fromCaseStatement,Feb2009)..............................................................................18

TurningNewWoodandOldMetalIntoPureJoy(2004).......................................................................18

Animals..................................................................................................................................................23

Architecture...........................................................................................................................................23

Operations.................................................................................................................................................24

OperationsChecklist..............................................................................................................................24

Appendices................................................................................................................................................25

ArticlesofIncorporation........................................................................................................................25

IRSDeterminationLetter.......................................................................................................................27

CarouselofHappinessPartyUseAgreement........................................................................................27

Mission

Inspiringhappiness,well-being,andservicetoothersthroughstoriesandexperiences.

Vision(fromtheCaseStatement,Feb2009)TheCarouselofHappinessis:

Anoutpostofsimplejoy.Aplacewherematureriderscanrecapturecarefreemomentsoftheiryouth,

andwhereyoungpeoplecantaketheirfirstspinonlivinghistory.

A unique architectural statement to energy conservation that will inspire all who visit to be more

responsible energy consumers. The building will be LEED-certified and will serve as a demonstration

building for green, energy-saving technologies. Heat will be provided by solar-heated, radiant floors.

Electricitywill be generatedby solarpanels.Amixof recycledandenvironmentally-friendlymaterials

willbeusedthroughoutthebuilding.

Apositive, signatureattraction for theTownofNederland,BoulderCountyandColorado.Carouselsacrossthecountryhavehadabeneficialimpactintheirrespectivecommunities.Locally,weanticipate

thecarousel’spresencewill attractadditional revenue for localbusinessesaspassers-throughstop to

ride.Webelievethecarouselwillbecomeadestinationattractionformany,andweplantoattractvans

andbusesofvisitorsofallages.

Aunique,participatoryexhibitoffolkart.The36carouselanimalswerebornofScott’simagination–a

laboroflovethattook22yearsandcounting.Hedesignedandcarvedeachofthemfrombasswoodand

decoratedthemwithacrylicpaint–techniquesusedbycarouselcarversformorethanacentury.The

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collectionincludesahorse,lion,tiger,pig,dolphin,dragon,greatblueheron,cowandlotsofwhimsical

surprises.

A place where education is fun, where a carefree past meets the modern reality of the need to

conserveenergyforthesurvivaloftheplanet.Scottwillmakeaportionofthepublicspaceavailablefor

educationaldisplaysanddemonstrations.

A community place to share art, poetry and literature. Inspired by Scott’s carved animals and

decorations, the carousel building includes a 992-square feet room dedicated to the sharing and

enjoymentofthearts.ArtistsandauthorsfromNederlandandbeyondwillhaveaplacetosharetheir

talentswiththecommunity.

A destination for people with disabilities honoring the carousel’s history of service. Although thecarouseloriginallywasoperatedatSaltairamusementparknearSalt LakeCity,Utah, from1910until

1959, itgracedthegroundsof theUtahStateHospital forpeoplewithmentaldisabilities for27years

until 1986, when Scott purchased it andmoved it to Nederland in pieces. To honor that part of its

history,Scottenvisionsinvitingpeoplewithdisabilitiestovisitthecarouselingroupsorindividually.The

building is carefully designed to serve people with disabilities. The carousel has been adapted to

accommodateseveralpeoplewithdisabilitiesatonce.Agiganticwoodengorillasitsreadytoputhisarm

aroundriderswhousewheelchairs.

AsustainableoutpostofjoyandgivingforColoradochildren.TheCarouselofHappinesswasconceivedas an instrument of giving. It will give joy to all who ride, watch the galloping art, and listen to the

historicmusic,tobesure.ButitwillalsobeaninstrumentofgivingsuccortoColoradochildrendeprived

ofjoyintheirlivesforamyriadofreasons.Revenueswillcomefromridingfees,asmallgiftshopinside

thecarouselbuilding,andproceedsfromspecialeventsheldinaroomdesignedforthispurpose.

AlivingpieceofAmericanhistory:The1910CharlesLooffcarouselthatistheheartoftheCarouselofHappiness isoneofonly about150 surviving carousels from4,000built during thegoldenageof the

American carousel (1880-early 1930s). American craftsman borrowed the basics from Europe, but

Americancarouselsquickly surpassed theiroldworldcousins in imaginationandstyle.Carversmoved

beyondhorsestoanimalsofthejungle,farm,forestandmythology.TheCarouselofHappinessistrueto

thisquintessentialAmerican tradition. Scott let loosehiswhimsical imagination todesign theanimals

and hand carved themaccording to tradition frombasswood, thewood from the Linden tree.When

Scottthrowstheswitchontheoriginalmotor,andthereborncarousel jumpstolifeforthefirsttime,

theCarouselofHappinesswillrejoinarichlegacyofAmericanculture.

Policies

GiftShopPoliciesNewOrders

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CarouselShopManagerisresponsiblefortheinventorycount,reportstoconsignors,orderingnew

merchandiseandorganizingthegiftshop.Allnewmerchandiseordersthattheshopmanagerplaceswill

beapprovedbytheDirectorbeforeplacement.

OrganizationofitemsintheCarouselShop

NomajorreorganizationofCarouselShopmerchandisewillbeundertakenthatisnotindirectco-

operationandinthepresenceofthegiftshopmanager.Thisincludegiftshopvolunteers,artistsorany

otherinterestedparties.

PurchaseofMerchandise

A. Thephilosophy/businessgoaloftheCarouselShopwillinclude:1. ThattheshopbeamajormeansoffinancialsupportoftheoperationoftheCarouselof

Happiness.

2. Thatthemerchandiseintheshopreflectsthemissionofthecarousel--inthatitpromotes

individualaccomplishment,creativityanduniquecontribution,eitheronthepartofthecreators

ofthemerchandise,orleadtosuchgoalsforthepurchasersofthemerchandise.

3. Thatthemerchandiseintheshopincludeanemphasisonthewell-made,usesustainable

materials/componentswheneverpossible,andthematicallyexpressthewhimseyandfunofthe

carousel.

B. TheCarouselShopwillhavethefollowingprioritiesinpurchasingwholesalemerchandiseforsaleintheshop:1. Locallyproducedbyhandcrafters

2. FrontRange/producedbyhandcrafters

3. National/producedbyhandcrafters

4. International/producedbyhandcrafters

5. Locallyproducedbyabusiness

6. Producedbyastatebusiness

7. Producedbyanational(U.S.-made)business

8. Madebyaninternationalbusinesswithfairtradedesignation

9. Madebyaninternationalbusinesswithunionmadedesignation

10. Madebyaninternationalbusinesswithdocumentedsafeworkplacepractices(nosweat)

11. Iforiginofproductisunknown,itwillbepurchasedonlyifthefollowingcriteriaaremet:

a. theproductcannotbeprocuredfromaknownsourceanditisanessentialproductfor

thestore.

b. allotherpricesquotedarecompletelyprohibitiveofpurchaseforshopinventory.

CustomerservicepoliciesApprovedbytheBoardofDirectorsApril5,2010

Disruptivecustomers

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BasedupontheoriginalmissionoftheCarouselofHappiness,thepurposeofthebusinessisprimarilyto

makeaplaceofjoyandfun.

Thereforeouroverallcustomerserviceattitudeiskeyedaroundawelcoming,kindandnon-judgmental

atmosphere.This,however,meansthatifanyindividualhasapersonalproblemorisinasituationthat

causesdisruptiontothegroupofcustomersasawhole,thatsituationneedstobediffusedinawaythat

offerstheleastdisrespect,butsolvestheproblemquickly.

EmployeesarethereforeaskedtobringintheadministratoriftheeventisintheAnnex,andthe

OperatoriftheeventisintheHouse,immediatelywhenthereisaproblematicsituationsothatthe

administratorcanusehisorherdiplomaticabilitiestoisolateandsolvethesituation,andtheemployee

cancontinuetomakesuretherestofthevisitorscanbedistractedbacktohavingfun.TheOperatoris

freetobringintheAdministratororCoordinatoratanytimesothats/hecangetbacktooperatingthe

carouselasneeded.

Ifdiplomacywillnotworkonthesituation,thelastresortistocallthepolice.

Refunds

Itishardtoimaginethatanyonewouldeveraskforarefundforacarouselrideaftertheridehastaken

place,butIsupposethatwouldbepossible..Again,ratherthandealwithsuchanegativesituationin

frontofalltheseothervisitors,ifsomeoneisunhappyandwantstheirmoneyback,callthe

administratorandhavethecustomerspokentoseparatelyfromtheotherpeople.Withinreason,give

themtheirmoneyback.

Ourgeneralrefundpolicywillbetotakebackunusedtickets(forexample:webought20ticketsbut

don'thavetimetousethemtodayandaren'tsurewecancomeback–canwereturnthem?Yes.)and

merchandisetothegiftshopifreturnedwiththereceiptandstillinresalableshape.Iftheitemhas

obviouslybeenused,orbeingreturnedwithoutareceipt,itwillbeuptotheadministratortomakethe

callaboutthesituation.Forexample,ifit'sprettyobviousthatthethingwasnotstolenandtheyreally

obviouslylosttheirreceipt,theadministratororoperatorcanmakeanexceptionandrefundthemoney.

Theadministratorshouldusetheirbestjudgmentandrememberthatthecustomerisalwaysright–

exceptwhentheyareobviouslytakingadvantageofus.

Encouragevolunteersthat,iftheyaren't100%comfortablewitharefundrequest,tocallthe

administrator.

Childrenleftunattended

AsignwillbepostedattheentrancetotheCarouselHousethat“Childrenundertheageof8mustbe

accompaniedbyaparentorguardian.”However,shouldtherebepeoplewhoignorethissign,wewill

havetotakespecificmeasures:

Iftheoperatororassistantnoticeachildwhoseemstobespecificallyalone,repeatedlyridingor

hangingaroundwithoutanobviousadultintow,heshouldlettheadministratorknowthatthisisthe

case.Theadministratorshouldcomeandspeaktothechild,anddetermineifthisisindeedthecase.

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Theadministratorwillsupervisethechilduntiltheparentsreturn.Ifthechildcanprovideinformation

suchashisnameandaddress,orifheknowswherehisparentshavegone,attemptswillbemadeto

reachtheparents.Whentheparentsdoreturn,theywillhavetocomeuptotheofficetopickuptheir

child,andwillberemindedthatthepolicyisthatchildrenmustbeaccompanied...hopefullythat

exercisewillbeenoughtoconvincetheparentnottoletthishappenagain.

Ifthechildisleftformorethanonehourandthereisnoclueastothechild'sidentification,thepolice

willbecontacted.Outsideofthoseparameters,theadministratorshoulduseherjudgment.

ImageCopyrightPolicyCarouselimages,logoandnameareunique/folkartandtheseimagesbelongtotheCarouselof

Happiness,LLC,organization.

TheCarouselofHappinessBoardofDirectorsherebyestablishesthepolicythatanyartist,manufacturerorprinterthatintendstosellordistributeanymerchandise,printedmaterialorartpieces

thatfeaturetheaboveimagesornameisaskedtocontacttheDirectoroftheCarouselofHappinessto

reachanagreementforthisdistribution.

Theagreementcanconsistofamaximumofa$50orlessflatfeefortheuseofupto500replicationsof

theimage,whetheronthesameitemordifferentitems.Forsomenon-profituse,thefeemaybe

waived.However,inallcases,thewords:“ImageusedwiththepermissionoftheCarouselofHappiness,

Inc.Nederland,Colorado,Carouselofhappiness.org”mustappear.

TheCarouselofHappinessretainstherightofrefusalforanyuseoftheircopyrightimagesthatdoesnot

meettheapprovaloftheCarouselDirector,eitherthroughamatteroftaste,properuseoranyusethat

couldbeviewedasdemeaningorcontrarytothemissionoftheCarouselofHappiness.

ThenegotiationofthesaidflatfeeistheresponsibilityoftheCarouselDirector.Ifanyquestionpersists

orisleftunanswered,applicationmaybemadetotheCarouselBoardofDirectorsforfurther

consideration.

PassedbytheCarouselBoardofDirectorson_____________________________________

SignedbyBoardPresident___________________________________________

CopyrightsandTrademarks–NotesfromScottIwasaskedabouttrademarkingtheanimals.Actually,wehaveatrademarkforourlogoandname.This

isacommonlawtrademark,whichourattorneysaysisfine.Itdidn’tcostusanythingbutrequiresusto

putasmallTMnexttoeveryuseofthenameandlogo.

Theanimalsshouldbecopyrightednottrademarked.Weshoulduseasmallcinacirclewhenweusean

imageofeachanimal.Thiswouldcostusnothingandagain,wouldbeacommonlawcopyrightwhich

shouldbeallweneed.

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IntellectualPropertyPolicyThe Carousel of Happiness, Inc., a 501(c) 3 organization registered with the IRS (20-3584335) and the Colorado Secretary of State, has trademark rights in its name, “Carousel of Happiness” and its circular logo which includes an image of a boy riding a zebra. These trademarks cannot be used without express permission of an authorized representative of the organization, Carousel of Happiness. In addition, the Carousel of Happiness has over 60 uniquely designed and carved wooden sculptures. The environment within the carousel building incorporates other unique designs. We encourage our guests to take photos for private use but ask that any proposed commercial use of photos or art representing the unique aspects within the Carousel of Happiness building be submitted to the office manager at the carousel for approval. The following steps represent our process to protect the use of images derived from the Carousel of Happiness. (We = Carousel of Happiness, Inc.) 1. We require that any person or entity who wants to use one of our images, i.e. a photograph of one of the animals, for commercial purposes, to first ask permission by submitting that image to the office manager at the office of the Carousel of Happiness and to explain the proposed use of the image(s). 2. We will expedite the review and approval/disapproval process for the product/s and their proposed use before commercial use. 3a. Upon approval, we ask that the image is used along with the following attribution: Carousel of Happiness, Nederland, Colorado, www.carouselofhappiness.org or some version which fits with the proposed use of the image. The intention of the organization is to ensure that wherever such an image is used, it will be identified as coming from the Carousel of Happiness. or 3b. If the organization deems that the use of the image from the Carousel of Happiness is not appropriate to the goals and best interests of the Carousel of Happiness enterprise, we require that the proposal not go forward.

Last edit: September 10, 2012

PolicyonAdultBusinessInteractionTheCarouselofHappinessisanon-discriminatoryandinclusivebusinessinhiring,vending,providingaccess,andallotheraspectsofdoingbusiness.However,indeferencetocommunitystandards,somelimitationwillbeputonthepromotionofproductsthataremeantonlyforadultconsumptionviapublicationofbusinessnamesandlogos.Thus:CarouselofHappinessPolicyon"AdultBusinesses"regardingfundraisingandpublicacknowledgmentofdonationsDefinition:An"AdultBusiness"isanybusinessforwhichthemainincomeofthebusinessisderivedfromaproductthatislimitedbythegovernmentbyage.Theseincludealcohol,medicinalcannabisandcigarettes.BusinessesthatfallintothisdescriptionincludeLiquorStores,MarijuanaDispensaries,businessesthatpromotesmokingtobacco(i.e.“SmokerFriendly”),AdultEntertainment.

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Donations:DonationsmaybeacceptedbytheCarouselfromanylegalbusinessorindividual.Solicitingdonations:NoindividualrepresentingtheCarouselundertheageof21willbesenttoanyoftheseestablishmentstoseekdonations.Acknowledgmentofdonations:Thelogoofanyofthesebusinesscanbeincludedonequalfootingwiththeotherlogosofbusinessesonanybanner,flier,posterorotherpublicacknowledgmentofsponsorshipwhenappropriate.Thelegalnameofthebusinessmaybeusedinwhole,butbusinessesareurgedtokeeppotentiallyobjectionablesymbolsoutofthelogosprovidedforsaiduse,suchasimagesofdrinks,bottles,cannabisleaves,cigarettes,poledancing,etc.Sponsorshipofevents:NoneoftheAdultBusinessconcernswillbeapproachedforsoleorlimitedsponsorshipofacarouseleventinwhichthename(s)ofthebusinesswillbefeaturedabovethetitleofthecarouseleventorsingledout:i.e."____________________presentstheDonor'sThankYouParty.”

COHPolicy:OnlineAccessibilityofMaterialsReviewedbyDirector(Katrina),TechnologyCommittee(Jeff,Spaff),BoardGovernanceCommittee(Spaff&Lois),andthenadoptedbytheboard(fall2014)

Summary:Establisheswhichdocumentsshouldbeavailableonlineandofthose,whichshouldbepublicallyavailableandwhichshouldberestricted(eitherbypasswordorsitelogin).

Thisproposalwascreatedwithboard-relatedresourcesinmind,butcouldbeextendedinthefuturetoincluderesourcesforoperatorsandvolunteers.

COHBoardofDirectorResourcespage(/board)

Showsanoutlineofwhatisavailable;thispagewouldbeaccessibletothepublicbutnotpublishedonthewebsitemenu(i.e.,youwouldneedtobeknowtheURLtofindit).Thepagewouldhavelinkstothefollowing:

• BODDocuments-Public• BODDocuments-Restricted• BODResources-Public

BODPublicDocuments(/board/public/)

Thispagewillshowsomeorallofthefollowingdocuments(?Shouldbediscussedfurther)

• Namesofcurrentboardmembers• ArticlesofIncorporation• ByLaws• IRS501c3Approval• Minutesofallmeetings• Directorreports(?)• OrganizationalPoliciesandProceduresManual• OperatorsManual(?)

BODPrivateDocuments(/board/private)

Thispageispasswordprotectedandshowsanymaterialscontaininginformationofasensitiveorpersonalnature.

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• Boardmeetingpackets• Financialreports• Contactinformationforboardmembers• Currentcommitteesandnamesofcommitteemembers• Names/contactsofpotentialnewboardmembers• BoardApplication• COHLetterhead,Seals,Logos• COHAnimalArtwork

BODResources(/board/resources)-Alistofresourcesforboardmembers(generallyconsistingoflinkstoothersites)

FormatofOnlineMaterials:asfaraspossible,inbothPDFandRichTextFormat(rtf)

OnlineVotingPolicyoftheCarouselBoardofDirectorsPassedbytheboardonDec.2,2014

TofacilitateonlinediscussionandresolutionofissuesbeingaddressedbytheBoardoftheCarouselofHappiness.GeneralProcedure:

1. Allemailsandrepliestoemailsaretobeaddressedtoallboardmembers(ReplytoAll).2. TheSubjectoftheemailshouldidentifythetopicandcalltoaction,e.g.,‘COHPlease

Reply:ProposalforOnlineVotingPolicy’.3. Allboardmembersmustreply/votewithin5days.4. TheSecretarywillkeeptrackofallresponses.Ifaboardmemberhasnotresponded,

thentheyareinBIGTROUBLEwiththeSecretary,whowillchasethemdownridinga[whichCarouselanimalisthefiercest?].

5. Aresultisnotdeclareduntilallmembershaverepliedtotheemail.6. TheSecretarywillrecordthevoteintheminutesofthenextmeeting;thenamesand

votesofallboardmemberswillbenoted.

Specifically

7. Topicspresentedtotheboardviaanemailshouldoutlinethescopeoftheissue,prosandcons,aproposedaction,etc.,asappropriate.

8. Asappropriate,moreinformationcanbegathered,amotioncanbeproposed,oravote

canbetaken.

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BoardofDirectors

OfficersPresident,VicePresident,Treasurer,Secretary

ParticipationExpectationsofBoardMembersAdoptedbytheBoard,July21,2014

• Physicalparticipationisrequiredat3boardmeetingsperyear.Virtualparticipationcanincludetelephoneorvideoconferencing.

• Participation(virtualorphysical)isexpectedat8meetingsperyear.• Thispolicyshouldbereviewedannuallyandrevisedasneeded.

BoardMotionTheboardofdirectorswillcollectivelyberesponsibleforformulatingpolicy,keepingthecarouselon

trackwithitsmission,safeguardingthecarousel’sfinancialwell-being,andoverseeingthedirector.

Thateachindividualboardmemberwillbringaneededexpertisetotheboardandwillberesponsible,

usuallybychairingacommittee,foroverseeingprogramsinhisorherarea(s)ofexpertise.Thenumber

ofboardmembersatanygiventimewillbedeterminedbythenumberofsuchspecializedareasof

expertiseasdeterminedbytheboard.

Eachboardmembershouldbeelectedtoa2-yeartermwithroughlyhalfofmemberselectedevery

year.Theboardchairwillserveforaone-yeartermfollowedbya“pastchair”designationforoneyear.

Committee/BoardStructuresCommitteesovertheyearshaveincluded

BoardChairman CoordinatesboardactivitiesandmeetingsExecutive/GovernanceCommittee

PrioritizeDirectorSupervisorBoardRecruitmentCommittee

DeveloparecruitmentprocessFundraising Grantwriting(Nancywilltaketheleadhere) Newsletters,begletters Workwitheventscommitteeonfundraisingeventplanning DonordatabaseMarketing Website Rackcarddistribution Art,env,history,generalaudiences MediaEvents

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Periodicandholidayevents Oneortwomajorfundraisersperyear Carouselfestival(ifwedecidetorepeatit)Financial/Budget ProvideoversightandassistNancywithbooks,budgetsetcMechanical OverseesafemaintenanceofthecarouselIllustrator(GeorgeBlevins)StrategicPlanning

Planaretreat,lookforfacilitator

BoardRecruitmentBoardRecruitmentProcess

I.Informalmeetingtointroducetheroleofboardmembers

1.Possiblydiscussthemotivationsofboardmembers:giving,supporting,pleasure,

philanthropic,satisfaction,meaningful,lookingbackonyourlife

2.Discussactivitiesandobligations:

Termsandtermlimits(currently,2yearterms,nolimit),

Monthlymeetings:attendanceatatleast8(oftypically11)boardmeetings(and

physicalattendanceatatleast3meetings;theremaindercanbevirtuallyattended)

Committeework-bringingsomethinguniquetotheboard

PossibleattendanceataSocialVenturePartners(orequivalent)trainingduringones

term

Financialobligationsofboardmembers:a‘meaningful’contribution,somethingthat

you‘feel’,orperhapstheamountgiventotheCarouselisinthetop3ofcontributions

madeinagivenyear

3.Discussboardneedsandcommitteeneeds;individualskillsandwaystocontribute

4.Ifboardactivityisnotpossibleinthecircumstances,considercommitteework

II.Provideanapplicationtofillout(thiscanoccuraftertheinitialmeeting)

III.Inviteprospectiveboardmembertoaboardmeeting.

IV.Reviewapplications

V.Askforacommitment,e.g.,willattend80%ofmeetings,willmakeameaningfulcontribution,will

serveonacommittee,etc.

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IdeasaboutApproachingBoardMembers

Wearefortunatethatwedon’tneedto‘sell’theCarousel.Here’swhatmightwork:

1.Expressandacknowledgehowbusyeveryoneis…

2.‘But,youwouldbesogoodatit,….’givenyourskillswith….

BoardMembers–PastandPresentScottHarrison(Nov2005-Nov2012)

GeorgeBlevins(Nov2005-June2012)

DougCosper(Jan2006-Nov2012)

LoriKinzcel(April2006-July2012)

JonHatch(Nov2006-Jan2011)

JohnBenedetti(Nov2006-Feb2010)

JanetteTaylor(Nov2006-April2011)

BethvonFisher(Feb2007-Nov2012)

AnnikaParadise(April2007-Aug2010)

LysaStewart(Jan2009-Sept2010)

CherylWiles(June2009-Oct2011)

SusanEnnisSchneider(June2009-June2013)

MarianneHill(Nov2010-Nov2011)

SueLeto(April2011-Oct2011)

PhilSutton(April2011-June2012)

DebWhisenant(Feb2012-Mar2014)

NancyBodnar(Sept2012-Dec2013)

LoisOtt(Dec2012-Nov2014)

JimboMcClelland(Dec2012–Jul2014)

UdoSille(July2013-Oct2013)

SpaffAckerly(Mar2014-Feb2016)

PatMcMillan(Apr2014-Mar2016)

ChelseyHavill(Nov2014-June2017)

CathyGrace(Sept2014-present)

BetteRittinger(Sept2014-present)

TehriParker(March2015-July2017)

NickMorgan(April2016-present)

CharlesWood(May2016-present)

ScottHarrison(May2017-present)

CarolRowe(June2017-present)

Personnel

CarouselAdministrator:JobDescription

Date:June2012

Reportsto:TheCarouselofHappinessBoardofDirectors

PositionSummary:TheCarouselAdministratoroverseesoperationsasawhole,hiresandsupervisesallemployeesandvolunteers,(althoughaccedestothedecisionsoftheOperatorastothedecisionsrelatingtotheCarouselHouse),assuresoverallsmoothandefficientoperationoftheCarouselofHappiness.

EssentialJobFunctions:OversightoftheCarouseloperationasawhole;superviseallemployeesandvolunteers,ensuringallpaidandvolunteershiftsarecovered.

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Marketing:TakesstepstoseethattheCarouselisrepresentedinallthemajoroutletsforfreeandlow-costadvertisingtothepublicatlarge,workswithinstitutionstoschedulegroupvisitsandevents,exploresadditionalmarketingopportunities.

Giftshop:Overseesgiftshopmanager,approvesexpenditures,assuressmoothrunningofgiftshopthroughmanagerandvolunteers,overseesvolunteerco-ordination.

Accounting:UsesQuickBookstorecordallsales,maintainsbankaccountbalance,makesdeposits,handlespayrollresponsibilities,ensurestimelypaymentofexpenses/bills,renewsinsurancepolicies,worksdirectlywithaccountingfirmtoensuretimelypaymentoftaxes,createsandmaintainscorporatereporting.

Customerservice:Assuressmoothoperationoftheentirecarouselannexandhouse,actsasmanagertohandleemployee,volunteer,andcustomerconcernsandcomplaints,authorizesrefunds,andsolvesotherissuesandproblemsastheyarise.

Reportsto:theBoardofDirectorswithamonthlyreportandanannualperformanceandsalaryreview.

Supervises:Coordinators,AssistantsandVolunteers.Recruitsandtrainsvolunteers.Createsandoverseesallworkschedules.Approvesshiftchanges,daysoff,ensuresallshiftsarecovered.MakesdecisionsrelatingtoCarouseloperationswithinpolicyguidelinesapprovedbytheBoardofDirectors.OperationallymakesdecisionsfortheAnnex,andOperatormakesdecisionsfortheHouse.

Specialprojects:Administersongoingfundraising.WorkswiththeDirector,BoardofDirectorsandothercommunitypartnerstoapproveandoverseefundraisingeffortsthroughouttheyear.

Maintenance:ResponsibleforcleaningandeithercontractsfororperformsmaintenanceoftheAnnexbuilding.Ensuresthatthepublicareacleaning,i.e.,restrooms,giftshoparea,etc.cleaningscheduleismaintainedandcleanlinessexpectationsaremet.

Events:Schedulesandfollowsuponalleventsincluding,butnotlimitedto:birthdayparties,rentalofthebuildingforspecialevents,largegroupvisits/tours,receptionsandweddings.

MinimumRequirements:

• Excellentcustomerserviceexperiencewithatleast3yearsdirectexperience.• Businessadministrationbackground• Priorsupervisory/managementexperiencerequiredwithatleast2yearsinasupervisory

position.• QuickBooksorsimilarprogramand/orbookkeeping/bankingexperiencerequiredwith3

yearsexperience.• Exceptionalwrittenandverbalcommunicationsskills,includingtheabilitytowrite/edit

emails,memos,letters,andtheabilitytocreate/editprocedureandtrainingmanuals.Strongpresentationskillsrequired.

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• Demonstratedabilitytomanagemultiplepriorities• Strongorganizationalskills• Positiveoutlookanddemeanor• HighSchoolEducationorGED• GeneralcomputerproficiencywithaPC,MacorLinuxenvironment.

DesiredEducation,Skills,Abilities,Experience

Acollegedegree,norequiredmajor

Substantialcustomerserviceexperience,atleast7yearssupervising

Experiencewithcomputerfileorganization,spreadsheets,emailcommunication.

AccountingskillswouldincludeQuickBooks,payroll,taxes,retailexperienceincludesprocessingcash,checksandcreditcards

Experienceworkingwithvolunteersinanoperatingbusinessenvironment;showingvolunteersappreciationandfosteringunityasagroup.

SafetyandHealthResponsibilities

Mustbeabletolift50lbs.,utilizestairsmultipletimespershift,sitatadeskforlongperiodsoftime,standforlongperiodsoftimewhileusingvariousofficeequipmentsuchastelephones,computers,cashregisters.

Competencies:

1stTier:InspirationalLeadership,CustomerServiceOrientationandJudgment

2ndTier:Communication,DecisionMaking

3rdTier:Initiative

AboutScottandtheCarousel

AboutScott(fromtheCaseStatement,Feb2009)Inacomplexandworriedworld,onemanisworkingfeverishlytobringanoutpostofsimplejoyto

thepeopleofColoradoandbeyond.

ScottHarrisonhasunitedthesmallmountaincommunityofNederlandbehindhisvisionforaproject

thatwillmeldhistoryandfolkart tobenefit thestate’schildrenwhilespreading joytogenerationsof

childrenofallages.Weinviteyoutobecomeapartofthisextendedcommunitybyjoiningusinbuilding

afacilitytohousethisstatetreasure–TheCarouselofHappiness.

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The idea was planted a generation ago in most unjoyful circumstances. As a machine gun squad

leaderintheU.S.MarineCorpsservinginVietnamin1967-68,Scotttookjoyamidgreatsorrowfroma

tiny,hand-heldmusicboxthatplayedTristessebyChopin.Heimaginedhimselfinapeacefulmountain

meadowoperatingacarousel,animagethatsustainedhimthenandinspireshimandadedicatedgroup

ofvolunteerstothisday.

Duringmostofhis31yearsasdirectorofAmnesty International’sUrgentActionNetworkbased in

Nederland – the office that flooded repressive governments with letters and telegrams urging the

releaseofprisonersofconscience–Scottcarvedcarouselanimalsafterhours.Hecarved36different

whimsicalanimals–enoughtooutfitthe1910CharlesLooffcarouselframethatheandvolunteershave

restoredtoworkingorder.

The Looff carousel, built by the man who built the first carousel for Coney Island in 1876, once

delightedridersatSaltLakeCity’sSaltairAmusementPark.Scotthascraftednewwoodenpartsforthe

carousel,and18historicpaintingshavebeenrestoredonroundingboardsthatsurroundthecarousel

abovetheanimals.

Scott retired fromAmnesty International in 2006 and,with an enthusiastic boardof directors and

othercommunityvolunteers, isdevotinghis fullenergies toerecting thecarousel in thecenterof the

townofNederland.

TheCarouselofHappiness isa501(c)(3)non-profitorganizationdedicatedto inspiringhappiness,well-being,andservicetoothersthroughstoriesandexperiences.

Vision(fromtheCaseStatement,Feb2009)InScott’svision,theCarouselofHappinesswillbe:

Anoutpostofsimplejoy.Aplacewherematureriderscanrecapturecarefreemomentsoftheiryouth,

andwhereyoungpeoplecantaketheirfirstspinonlivinghistory.

A unique architectural statement to energy conservation that will inspire all who visit to be more

responsible energy consumers. The building will be LEED-certified and will serve as a demonstration

building for green, energy-saving technologies. Heat will be provided by solar-heated, radiant floors.

Electricitywill be generatedby solarpanels.Amixof recycledandenvironmentally-friendlymaterials

willbeusedthroughoutthebuilding.

Apositive, signatureattraction for theTownofNederland,BoulderCountyandColorado.Carouselsacrossthecountryhavehadabeneficialimpactintheirrespectivecommunities.Locally,weanticipate

thecarousel’spresencewill attractadditional revenue for localbusinessesaspassers-throughstop to

ride.Webelievethecarouselwillbecomeadestinationattractionformany,andweplantoattractvans

andbusesofvisitorsofallages.

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Aunique,participatoryexhibitoffolkart.The36carouselanimalswerebornofScott’simagination–a

laboroflovethattook22yearsandcounting.Hedesignedandcarvedeachofthemfrombasswoodand

decoratedthemwithacrylicpaint–techniquesusedbycarouselcarversformorethanacentury.The

collectionincludesahorse,lion,tiger,pig,dolphin,dragon,greatblueheron,cowandlotsofwhimsical

surprises.

A place where education is fun, where a carefree past meets the modern reality of the need to

conserveenergyforthesurvivaloftheplanet.Scottwillmakeaportionofthepublicspaceavailablefor

educationaldisplaysanddemonstrations.

A community place to share art, poetry and literature. Inspired by Scott’s carved animals and

decorations, the carousel building includes a 992-square feet room dedicated to the sharing and

enjoymentofthearts.ArtistsandauthorsfromNederlandandbeyondwillhaveaplacetosharetheir

talentswiththecommunity.

A destination for people with disabilities honoring the carousel’s history of service. Although thecarouseloriginallywasoperatedatSaltairamusementparknearSalt LakeCity,Utah, from1910until

1959, itgracedthegroundsof theUtahStateHospital forpeoplewithmentaldisabilities for27years

until 1986, when Scott purchased it andmoved it to Nederland in pieces. To honor that part of its

history,Scottenvisionsinvitingpeoplewithdisabilitiestovisitthecarouselingroupsorindividually.The

building is carefully designed to serve people with disabilities. The carousel has been adapted to

accommodateseveralpeoplewithdisabilitiesatonce.Agiganticwoodengorillasitsreadytoputhisarm

aroundriderswhousewheelchairs.

AsustainableoutpostofjoyandgivingforColoradochildren.TheCarouselofHappinesswasconceivedas an instrument of giving. It will give joy to all who ride, watch the galloping art, and listen to the

historicmusic,tobesure.ButitwillalsobeaninstrumentofgivingsuccortoColoradochildrendeprived

ofjoyintheirlivesforamyriadofreasons.Revenueswillcomefromridingfees,asmallgiftshopinside

thecarouselbuilding,andproceedsfromspecialeventsheldinaroomdesignedforthispurpose.

AlivingpieceofAmericanhistory:The1910CharlesLooffcarouselthatistheheartoftheCarouselofHappiness isoneofonly about150 surviving carousels from4,000built during thegoldenageof the

American carousel (1880-early 1930s). American craftsman borrowed the basics from Europe, but

Americancarouselsquickly surpassed theiroldworldcousins in imaginationandstyle.Carversmoved

beyondhorsestoanimalsofthejungle,farm,forestandmythology.TheCarouselofHappinessistrueto

thisquintessentialAmerican tradition. Scott let loosehiswhimsical imagination todesign theanimals

and hand carved themaccording to tradition frombasswood, thewood from the Linden tree.When

Scottthrowstheswitchontheoriginalmotor,andthereborncarousel jumpstolifeforthefirsttime,

theCarouselofHappinesswillrejoinarichlegacyofAmericanculture.

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AVisionandHopefortheCarouselofHappinessIamwritingthisasapersuasionforthosewhocomeafterme.IhopetoexplainwhyIthinkthis

machine,andthisplace,ismorethanitsnameanditsgenre.Yes,itisacarousel,arideandatourist

attraction.Ihopeitsfutureguardiansthinkofitasmorethanthat.Tomeitisthatbutmoreand

differentthanthat.

Thepurposeofthemachineistospinitsridersandleavethemsomewhereinthecirclebutnowhere

predictableandnowhereuseful.Theanimalsarewoodandpaintyethavespiritsandneedrespect.The

carouselhouseitselfhas12sidesandismeanttoamplifythehappinessandgivetheanimalsaplace

wheretheycanthrive.IthinkitwouldbeniceifriderslefttheCarouselofHappinesswonderingexactly

whattheyjustdid,wheretheyjustspentthelastfewminutesoftheirlives,andeven,whatmightbe

nextforthem.

Iwouldlikeforeverythingthatgoesintothecarouselhousebeplacedtherepurposefully,toamaze,to

enlighten,tobringjoytovisitors.

Ithinkitisimmenselyimportantthattheridebekeptatonedollarandthatthereshouldneverbea

costforvisitorstositinthecarouselhouse.Ifwedoourworkwell,wewillcreateaspacethatwill

renewfolks,willengageandencouragevisitorstotakeadeep,mindfulbreath,andallowthemtogain

strengthtowalkoutandre-engagetheirrealities.

IthinkitismostimportantthatthecarouselbeallowedtobeitselfforthereasonsIhaveexpressed

above.

Whenpossible,Iwouldlikeforthecarouseltohelpothers,howeveritcanusefullydothat.Ifitcanbea

fundraisingplatformforothernon-profitsortheeffortsofotherstodogoodworks,Ibelieveweshould

allowthecarouseltobethatplatform,notworryingaboutanyorganizationalegothatmightwonder

toomuchaboutwhatwegetoutofitorhowitmightmakeuslook.Ihopethosewhofollowmewill

rememberthatthecarouselwasdedicatedtotwoU.S.MarineswhofellintheVietnamWar.Ihopethat

itisnotforgottenthatthecarouselhasahistoryofgivingtopeoplewithspecialneeds.Veteransand

peoplewithdisabilitiesshouldalwaysreceiveawarmwelcomeattheCarouselofHappiness.

Ihopethatthecarouselwillalwayserronthesideofgenerosity.

ItisthepretentionofNederlandanditsresidentsthatthistownismorethanaspotonamap.Andin

factIbelieveitis.Thiscommunity,withitsowncharacteristics,bothcommonandspecial,gainsits

breathfromitsair,itsbeautifulenvironmentandmountains,anditsparticularlywonderfulpeople.Itis

myhopethatpassers-bywillbehelpedbytheirexperienceofthecarouseltotakenoticeofthisplace,

andinsomeway,bebetterpeoplefortheirvisit.

IstheCarouselofHappinessmagic?Itistome.Itwillcontinuetobesotoyouandothersifwe

recognizethatitsonemissionistodelight,tobringjoy,tobringsmiles,andtogivethegiftofapleasant

surprisetoallwhovisit.

ScottHarrison,November2012

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CarouselHistory(fromCaseStatement,Feb2009)ScotthascontributedthecompletedcarouselandafullyrestoredWurlitzerbandorgan,together

appraisedat$300,000.TheTownofNederlandhasenthusiasticallyapprovedtheplan.TheGuercio

family,ownersoftheCaribouVillageShoppingCenterlocatedadjacenttoStateHighway119in

downtownNederland,hasdonateda20-yearleasevaluedat$85,000ontheperimeteroftheshopping

center–asplendidsite.Thefamilyalsohascontributed$25,000towardthebuildingdesign,whichis

nowcomplete.

TurningNewWoodandOldMetalIntoPureJoy(2004)ProposaltoBringaCarouseltoaBoulderPark(Feb,2004)

Thisisadescriptionofacarouselthatisnearingcompletionandaproposaltoinstallitinoneof

Boulder'sCityParks.IwillbrieflydescribethecarouselitselfandthendetailaproposalIammakingtotheCityofBoulderinvolvingtheinstallationofthiscarousel.

TheCarouselProject

Iboughttheframeofa1910carouselin1986andhavedesignedandcarvedallnewanimalsforit.

Theframeitselfhasbeeninlargepartrestoredandsomemetalpartshavebeenrebuiltwithnewer

materialsforsafetyreasons.NewwoodhasreplacedoldandIhavedesignednewdecorative

roundingboardswhichincorporate18paintingsfrom1915.Thecarouselisthereforeacombination

ofnewandold:newartdecoratesagrandoldmachine,almost100yearsold.Thesoulofthe

machineremains:turningmillionsoftimesforchildrenscreamingwithdelight.Newanimalsnow

awaitnewchildrentocontinuethecycleoffunandjoy.

ThisCarousel'sHistory

A:CharlesLooff

ThecarouselwasoriginallybuiltbyCharlesLooff,aDanishimmigrantwho,in1876,builtand

deliveredthefirstmerry-go-round(a.k.a.carousel)fortheConeyIslandamusementparkinNew

York.Mr.Looffwentontobuilddozensofcarousels,manyofwhichhavebeenrestoredandare

stillturninginProvidence,RhodeIsland,SanFranciscoandSantaCruzinCalifornia,Portland,

OregonandSpokane,Washington.In1910,Mr.Looffdeliveredanewly-builtfour-rowcarouseltoSaltairParkjustoutsideofSaltLakeCity,UtahontheshoreoftheGreatSaltLake.

B:SaltairPark

Thereitstayedfrom1910until1958whentheamusementparkwentbankrupt.Duringits48years

atSaltair,itsurvivedtwofiresandthreewindstorms.Onceafiercewindblewtherollercoaster

downonthemerry-go-roundbadlydamagingitstwoouterrows.Soitwasrebuiltasatwo-rowmachine.

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C:Fairyland

In1959,thestateofUtahgavethecarouseltoanewly-builtsmallparkonthegroundsoftheState

TrainingSchool,aresidenceandvocationaltrainingfacilityforindividualswithmentaldisabilities.It

wasputbacktogetherandranfortheschoolresidentsandattimesthecitizensofthenearby

communityofAmericanForkwereinvitedtorideforfree.Severalresidentstoldmethatoncethe

carousel'scenterpolewashitbylightningandindeedIfoundcharredwoodseveralplacedinthemachine'sstructure.

In1986,awomanboughtthecarouselforitsanimalswhichwereauctionedoffseparatelyinNew

York.Thecarouselitselfwasleftforscrap.Ihadpreviouslymetthetruckdriverwhowas

transportingtheanimalstoNewYorkandhecalledmetotellmethatIcouldgetthisoldmachineforlittlemoney.

D:Nederland,Colorado

Iboughtthecarouselsansanimals,tookitapartoverafew

weekendsandtruckeditbacktomyhomeinNederlandin

October,1986whereithasbeenstoredandworkedoncontinuouslysince.

TheWurlitzer125BandOrgan

Acarouseljustisn't

completewithoutabandorgan!Accompanyingthiscarouselis

aWurlitzerBandOrganModel125.Thismodelincorporates88

instrumentsincludingtrumpets,flutes,piccolos,asymbal,two

drumsandtubas.Thismodelwasmadeduringa1909-1924

periodspecificallyforcarouselsandskatingrinks.Itplaysmusic

frompaperrollsmuchlikeaplayerpianoandhasrecently

beenrestoredandtuned.HereisaphotoofCharlieChaplin

withthismodelintheearlypartofthe20thcentury.Ihave

neverseenapersonwhodidn’tbreakoutinabigsmileoncealivebandorganstrikesitsfirstnotes.

TheCarouselFloor(thissectionfroma2005version)

WhenIboughtthecarousel,itsoriginalfloorhadbeenreplacedbyaplywoodfloorthatwasinpoor

shape.IhavereplaceditwithSouthernYellowPine,awoodthatcarouselsoftenusedaroundthe

turnofthelastcentury.InfactIhaveusedold-growthpinethatwasgrowingaroundthetimeofthe

AmericanRevolutionandcutdownin1890.ItspentacenturyataSeagram'sfactoryinPeoria,

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Illinoisandwasthenre-milledintoflooringplanksthatIhaveusedtocreatethenew37-footroundfloor.Thisfloor,likethecarousel'smachinery,willnowgettohaveanewlife.

TheCarouselofHappiness

Thiscarouselisuniqueina

numberofways.While

maintainingtheironcenter

pole,asmanygears,brackets

andmachinepartsfrom1910as

possible,ithasbeenbroughtup

tomodernsafetystandards

whereneeded.Thirty-three

animalshavebeencarvedfrom

basswood,thesamewoodthat

carversusedtocarvecarousel

animalsfromthelate1800sto

theearly1900s.Thereisno

fiberglassonthemachine:itis

madeofiron,steel,woodand

paint.Unlikemostcarousels,

eachanimalisdifferent,withonlyonehorse,anIndianpony,inthecollection.Threebenches

accommodatedisabledridersandthosewhodon'twanttoclimbontoafigure.Thebenches

incorporateswanfigures,abearandagorilla!AlistoftheanimalsthatmakeupthiswoodenzoocanbefoundinAppendixA.

Abovetheanimalsare18newlydesignedroundingboardswhichframeoriginalpaintingsfroma

1915carousel,whichwasbuiltbyCharlesLooff'sbrother-in-law(Mustbeanotherstorythere.)In

betweentheseroundingboardsare18"stages,"eachofwhichshowsadifferentlycarvedsmall

sculpture.Asthecarouselturns,thesculptureswillformasimpleanimationinwhichasmallgirl

transformsintoawhiteswan,whichchangesintoagreenfrog,whichthenmorphsbackintothegirl.Hereissomethingfortheadultstoenjoywhiletheirkidsridetheanimalsbelow!

TheUniqueValueofCarouselsToday

Therewereover2,500woodencarouselsintheUnitedStatesinthefirstpartofthe20thcentury.

Todaythereareafewhundred.Thosethatremainseemtoelicitamagic,joyfulresponsefromall

whoseeorridethem.Acarouselisasimplemachine,itturnsaroundgoingnowhere,theanimals

goupanddownfornopracticalpurpose,andthehundredsoflightbulbsonlygive11wattsof

powereach,notverypracticalbytoday'sstandards.Butthrowitalltogether,addsomeloud

calliopemusic,andwithoutexception,smilesappear.

TheCarouselofHappiness

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Manyofthecarouselsthatsurviveduptothe1970’s,werebrokenupduringaperiodwhen

individualcarouselanimalswereauctionedoffatpricesashighaseightythousanddollars.New

animalshavebeencarvedforsomeofthecarouselstructuresleftbehind,likethisoneandthosenowoperatingintownslikeRepublic,WashingtonandMissoula,Montana.

Carousels,whetherintownparksoramusementparksareacertaindrawforthosethatseeorhearthem.

ProposalforaPartnership

I am proposing a partnership between myself, as the carousel owner/builder, and the Parks andRecreationDepartmentofBoulder,toinstallthiscarouselinanenclosedstructure,onparkproperty,andoperateit,sharingtheproceedsandresponsibilities.In brief, Iwouldoperate andmaintain the carousel on the land and in a buildingwhich theCity ofBoulder provides. The carousel operationwould be insured by the City and the proceeds from thecarouseloperationwouldbesplit50-50.TheBuildingThecarouselwouldliveinitsownbuilding,protectedfromtheextremetemperaturesandweatherweenjoyhere inColorado. Italsoneedstobe lockedupwhennotoperatingforsecuritypurposes.Thecarouseldiameter is41 feet. Italsoneedsa five footsafetyzonearound itwhenoperatingandthisbringsthediameterofthemachinewhenoperatingto51feet.Thereneedstobespaceforpeopletowatchthecarouselsoabuildingwithasixty-footinsidediameterwouldbetheminimumsizeforthiscarousel.Asimpledrawingofaproposeddesign,theverybeginningdesignofastructure,isfoundinAppendixB.InsuranceInsurancecostforoperatingacarouselhasincreasedthree-foldsincethetragiceventsofSeptember11,2001.Thisfactoralonehascausedmanycarouselstoceaseoperation.Thisisdespitethefactthattherehavebeennomajorcarousel-relatedaccidentsduringthisperiod.Mostcarouselsnowoperatingonmunicipalpropertyareincludedintheinsurancecompanyusedbythecityorareincludedinthecity’spolicywhenthecityisself-insured.Iamproposingthatbethecasewiththiscarousel.SafetyConcernsTheCarouselofHappinesswasbuiltin1910byoneofthemajordesignersofcarouselsinAmericafor30years.Thiscarouselwasbuiltasafour-rowmachinebutwasredesignedinthe1940’sasatwo-rowmachineasitremainstoday.Thismeansthatthemachinestructureitselfisoverbuiltforitsridingandcarryingcapacity.Inaddition,whileIhaveusedtheoriginalcenterpoleandsomegears,bearingsandbrackets,insituationswherethereisaquestionabouttheintegrityoftheoriginalpartIhavehadnewparts designed and built tomodern safety standards. For example, I sandblasted decades of paint,grease and grime off the 13 crankshafts (which make the animals go up and down) to establishwhethertherewereanyfatiguemarksorstresscracksinthemetal.Althoughtherewerenonefound,I

22

still had 4 new crankshaftsmadewhere therewas even a slight question as to the integrity of theoriginal. All other original metal, including the rolled-iron center pole, was also sandblasted andinspectedbeforeadecisionwasmadetousetheoriginalpart.Thecarouselcrankshafts,18-footsweeps,floorplatforms,animalsandriders,areallsupportedfromonerollerbearingatthetopofthecenterpoleandby38metalguyrodswhichconnectthewoodenstructuretothistopbearing.Boththecenterbearingandalltherodshavebeenreplacedusingnewsteel.Thewoodensweeps,cross-braces(whichsupportthecrankshafts)andthefloorplatformshavebeenreplacedwithnewoakand#1fir.Finally, IhavefullyresearchedthecurrentsafetypracticesofoperatingcarouselsaroundtheUnitedStatesbymy18-yearmembershipintheNationalCarouselAssociationandmyattendanceofmostofitsannualNationalTechnicalConferenceswhereissuessuchassafetyarestudiedindetail.DisabilityaccessTheCarouselofHappinesswillhavearamptoitsfloorplatforms,allowingapersonwithawheelchairtoridethecarouselwhileinthechairbyfittingintothefold-upportionoftheGorillaBenchinawaythathasthegorilla’sarmaroundtheriderandtheriderabletoholdthegorilla’shandduringtheride!Twootherbenchesallowolderriderstosafelysittoenjoytheride.HowCarouselsEarnTheirKeepFirst, carousels charge a price for a ride. Some carousels, like the one at Lakeside Park, near St.Catharines,Ontario,Canada,chargeanickel.Others,liketheLooffCarouselinSpokane,Washington,charge$1.00.Themoretheticketcosts,thefewerkidscanride.Thesmallertheticketprice,thelessmoneycanbeusedtokeepthemachineinoperatingintopshape.Iwouldsuggestapriceof50centsperriderofanyage.Second,manycarouselsmakemuchoftheirmoneybyrentingoutthespaceforbirthdaypartiesandwedding receptions, even photo opportunities. The Looff Carousel at Riverside Park in Spokane,Washington,rentstheircarouselfor$300.00athree-hoursession.Ibelievethisisagoodopportunityforthecarouseltoearnmoneyas longasthefacility isnotoftenclosedtothepublicduringregularoperatinghours.Third, the carousel is a draw, a destination attraction for many, bringing business to the area itoccupies.Allthis informationandallthesedetailshavebutonepurpose:tohelpyoudecidethatthiscarouselwillhelppeoplehavealittlefunandenjoythemselvesforawhile.Let’smakethismagichappen.

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TheAnimals

AlpacaBearBenchCamelCatCheetahCowCoyoteDeerDogDolphinDonkeyDragonBoatDuckElephantFishFrogGiraffeGorillaBench

HeronKangarooLionLynxMermaidMooseNavajoPonyOstrichPandaPeacockPigRabbitRoosterSheepSwansTwirlingGirlZebra

Architecture

THE CAROUSEL OF HAPPINESSTM BUILDING

24

Operations

OperationsChecklist1.DaysandHoursofOperation2.EmployeeStructure A.OperationsManager Hiring Hours Duties Salary Benefits B.RideManager Hiring Hours Duties Salary Benefits C.Volunteers Recruiting Management Compensation Security3.Financial A.Typeofpaymenttaken B.Pointsofsale(wherepurchasesare

processed) C.Accounting/Moneyhandling D.Security E.Banking F.LineofCredit/MinimumAccountBalance4.Insurance A.Liability B.Property C.Workmen'sComp. D.Other5.Taxes 6.Licenses A.SalesTax B.BusinessLicense(town)? C.EIN/FedTax D.StateWithholdingTax

7.Security A.Keys B.Alarms C.Afterhoursnotification8.Trafficpattern9.RestroomPolicies A.ScheduleforCleaning B.Whocleans C.Requiredsigns/legalrequirementsforpublic

restroom10.Complaints/Safety A.Whenrefundsareallowed(retailandride) B.Whodealswithwhatcomplaint C.Policyforunsaferiders D.Policyforintoxicated/disruptivepatrons 11.Injury A.Stepsforhandling B.Legalandinsurancerequirements C.Communicationpolicy12.Marketing A.StateVisitor'sCenters B.Publications/ads C.Billboards?13.Events A.Allowedevents B.Charge C.Outsidecontractorsrequired,policy D.Closurefor E.Packages14.ManagementStructure15.Specialists A.Accounting/Taxes B.Legal C.Insurance D.Publicity/Marketing

25

16.Environmentalpolicies A.Waste/trash B.CO2emissions

Appendices

ArticlesofIncorporationArticlesofIncorporationwerefiledinColoradoonSeptember16,2005.Theapplicationfor501(c)3non-profitstatuswasapprovedbytheUnitedStatesInternalRevenueServiceonMarch22,2006,retroactivetothepreviousfilingdate.Theemployeridentificationnumberis:20-3584335.ColoradoSecretaryofState09/16/20055:30PMEntityId:20051351175Documentnumber:20051351175Filedpursuantto7-90-301,etseq.and7-122-101oftheColoradoRevisedStatues(C.R.S.)

• EntityName:CarouselofHappiness,Inc.• PrincipalOfficeStreetAddress:96TejasLaneNederland,CO80466USA• PrincipalOfficeMailingAddress:POBox1270NederlandCO80466USA• RegisteredAgent:NationalRegisteredAgents,Inc.• Thepersonappointedasregisteredagentinthedocumenthasconsentedtobeingsoappointed.• RegisteredAgentStreetAddress:1535GrantStreet,Suite140DenverCO80203USA• RegisteredAgentMailingAddress:asabove• NameandAddressofIncorporators:Harrison,EdwardScottPOBox1270Nederland,CO80466USABlevins,GeorgePOBox512NederlandCO80466USA• ThenonprofitcorporationisformedundertheColoradoRevisedNonprofitCorporationAct.SeeAttachmentA,Paragraph1.• Thecorporationwillnothavevotingmembers.• Adescriptionofthedistributionofassetsupondissolutionisattached.SeeAttachmentA,Paragraph2.• Additionalinformationmaybeincludedpursuantto7-122-102,C.R.S.andotherorganicstatutes.

Nameandaddressoftheindividualcausingthedocumenttobedeliveredforfiling:

26

ThiscorporationisorganizedexclusivelyforoneormoreofthepurposesasspecifiedinSection501(c)(3)oftheInternalRevenueCode,including,forsuchpurposes,themakingofdistributionstoorganizationsthatqualifyasexemptorganizationsundersection501(c)(3)oftheInternalRevenueCode.ThisCorporationshallbeanonprofitcorporation.Thespecificpurposesforwhichthiscorporationisorganizedare:theCarouselofHappinessisaworkingcarouseloperatingforthepurposeofprovidingthepublicwithjoyandhistoricalknowledgeofthecontinuingexistenceofcarouselsintheUnitedStates.

Uponthedissolutionofthiscorporation,itsassetsremainingafterpayment,orprovisionforpayment,ofalldebtsand

liabilitiesofthiscorporationshallbedistributedforoneormoreexemptpurposeswithinthemeaningofSection501(c)

(3)oftheInternalRevenueCodeorshallbedistributedtothefederalgovernment,ortoastateorlocalgovernment,for

apublicpurpose.Anysuchassetsnotsodisposedofshallbedisposedofbyacourtofcompetentjurisdictionofthe

countyinwhichtheprincipalofficeofthecorporationisthenlocated,exclusivelyforsuchpurposesortosuch

organizationororganizations,assaidcourtshalldeterminewhichareorganizedandoperatedexclusivelyforsuch

purposes.

Nosubstantialpartoftheactivitiesofthiscorporationshallconsistofcarryingonpropaganda,orotherwiseattempting

toinfluencelegislation(exceptasotherwiseprovidedbySection501(h)oftheInternalRevenueCode),andthis

corporationshallnotparticipatein,orintervenein(includingthepublishingordistributionofstatements),anypolitical

campaignonbehalfof,orinoppositionto,anycandidateforpublicoffice.

Nopartofthenetearningsofthiscorporationshallinuretothebenefitof,orbydistributableto,itsmembers,directors,

officers,orotherprivatepersons,exceptthatthiscorporationshallbeauthorizedandempoweredtopayreasonable

compensationforservicesrenderedandtomakepaymentsanddistributionsinfurtheranceofthepurposessetforthin

thesearticles.

Notwithstandinganyotherprovisionofthesearticles,thecorporationshallnotcarryonanyotheractivitiesnot

permittedtobecarriedon(a)byacorporationexemptfromfederalincometaxundersection501(c)(3)oftheInternal

RevenueCode,orthecorrespondingsectionofanyfuturefederaltaxcode,or(b)byacorporation,contributionsto

whicharedeductibleundersection170(c)(2)oftheInternalRevenueCode,orthecorrespondingsectionofanyfuture

federaltaxcode.

AllreferencestosectionsoftheInternalRevenueCodeshallincludesuchsectionsasofthedatehereofandthe

correspondingsectionofanyfuturefederaltaxcode.

27

IRSDeterminationLetter

CarouselofHappinessPartyUseAgreement ThisisanAgreement(“Agreement”)betweenCarouselofHappiness,Inc.(“COH”)andtheUseridentifiedbelow(“User”or“Sponsor”),collectivelyreferredtohereinas“theParties.”COHagreestolicenseUsertouseitsFacilityinNederland,Colorado(“Facility”)forUser’sEvent(“Event”)onthetermssetforthherein.

28

Section1.USEAGREEMENTANDLIMITATIONS

Asusedherein,“Carousel” refers tothephysicalstructurethatmoves inclusiveofwoodanimals,poles,motorsandpine

floor. “CarouselBuilding” includesboth sectionsof thebuilding thathouses theCarousel, thegift shop,offices, storage

areas,restrooms,thepartyroomandthepuppettheatreandroom,closets,andallotherinteriorspace.Italsoincludesthe

areaof10feetbeyondthefoundationofthebuildinginanydirection.

User’sInformation

Name:____________________________________________________________________________________________

MailingAddress:_______________________________________________________________________________________

TelephoneContacts:____________________________________________________________________________________

Electroniccontact(email,etc):________________________________________________________________________

NameofPointPersonduringthehoursoftheEvent:

Dateandtimesoffacilityuse:

Userintendstouse(checkone):

__________UpstairsPartyRoomsOnly

EntireCarouselBuilding (exceptingDirector'sofficeandmaintenanceclosets)whichcanonly takeplace

duringstandardclosedhours.

Numberofguestsexpected(estimated):_____________________________________________________________

Agreedhourlyrateforaboveuse:_____________________________________________________________________

Returnablecleaningdepositforaboveuse:__________________________________________________________

Prepaymentforaboveuse:____________________________________________________________________________

Totalpaymentforaboveuse(assumingcleaningdepositisreturnable):_________________________

Depositcollected:_____________________________________________________________________________________

Other:______________________________________________________________________________________________

AnyEvent that lasts longer thantheagreed-upontimeby15minutes (excludingcleanup)willbeassessedanadditional

hourlyfee,withtheminimumadditionalfeebeingonehour.

Inadditiontotheothercharges,Userwillpayforatleasttwo(2)employeesthatwillbepresentatalltimesduringtheEvent,includingafterhoursEvents.

Thecleaningdepositisnotreturnableinthefollowingcircumstances:

29

• AnyphysicaldamageoccurstoanyCOHproperty,beyondnormalwearandtear,eitheraffixedornot(repaircostswillbedeductedfromthedepositiftheyareless)

• TrashaccommodationswillbeprovidedbytheCOHuptothesizeofonestandardblacktrashbagfullofrefuse.AnyadditionaltrashshouldbedisposedofelsewherebytheUser.

Anywillful damage that occurs (not clearly accidental) to the carousel, the building, any building attachments, and any

personalpropertyoftheCOHwillbeassessediftherepaircostisabovetheamountofthesecuritydeposit,andtheUser

agreestoberesponsibleforthatamount.

Userwillabidebyallrulessetforthherein,includingthoseinSection2below,andwilltakecaretobesurethatallEvent

attendeesabidebythem.

Section2.RULES

A.ThefollowingrequirementsmustbeinplaceforphysicaloperationoftheCarousel:

1. AnadministratorortheCarouselDirectormustbepresentonthepremisesandawarethattheCarouselwillbeinuseduringtheperiodoftime.

2. A fully trained, indemnified andRedCross licensedCarouselOperatormustbepresent.Noonewho is notpre-approved(inwritingorviaemail)andtrainedbytheCarouselAdministrationisallowedtooperatetheCarousel.

3. NovisiblyintoxicatedpatronwillbeallowedtoapproachorridetheCarousel,norwillanyotherpersonthatCOHstaff,intheirsolediscretion,determinemightposearisktohimselforothersifallowedtodoso.

B.FoodandAlcohol

1. NoalcoholcanbeservedonCarouselpropertyconcurrentwithphysicaloperationoftheCarousel.Ifalcoholistobeservedthefollowingmusttakeplace:

• If the party is open to the public (not by invitation only), User must obtain proper permits from the Town ofNederlandandtheCountyofBoulder.

• COHmustbenotifiedpriortotheexecutionofthisAgreementthatalcoholwillbeservedattheEvent.Oncethedistributionofalcoholicbeveragesbegins,theCarouselwillbeturnedoffandnotbestartedagainforthecourseoftheEvent,norwillEventattendeesbeallowedinsidethefencethatsurroundstheCarousel.

• Afullylicensedandinsuredbartendermustbehiredtodistributethealcohol,andthatbartender’sinsurancemustcoveranymishaps,injuriesorconsequencesofservicetovisiblyintoxicatedpatrons.

2. FoodmaybeservedinthepartyroomonlyduringoperationalhoursoftheCarousel.IftheentireCarouselBuildingis rented and no patrons other than Event attendees are present, food may be served in the gift shop area.However,undernocircumstancescanfoodordrinkbetakenbeyondtheinnerfencethatsurroundstheCarousel.

• UndertheleaseagreementthattheCarouselmaintainswithCaribouCompanies,nofoodmaybepreparedtobesold on COH premises. Any food or drink provided for an Event at the Carouselmust be brought by the User,purchasedfromalocalbusinessandbroughtin,orcatered.

• The Carousel urges all Event attendees to reduce waste by using reusable china and silverware or at leastbiodegradablepaperproductsforserviceofpartyfood.

C.Animals

NoanimalsotherthanworkingserviceanimalswillareallowedintheCarouselbuildingunlesspre-approvedbytheCarousel

Director inwritingorviaemail.Undernocircumstanceareanimals thatarenotserviceanimalsallowed insidethefence

surroundingtheCarousel.

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Section3.RELEASEFROMLIABILITYANDINDEMNIFICATIONAGREEMENT

InconsiderationoftheirwillingnesstoallowUsertheuseofitsfacilityinNederland,Colorado,Userherebyforeverreleases

COH,CaribouCompanies(landowner)itsmembers,employees,assigns,andsuccessors,fromanyliabilityonanyclaimsof

anykindwhatsoeverinanywayarisingoutoftheuseoftheFacility.Thisreleaseisintendedtobethebroadestpossible

releaseallowedbylaw.Itincludes,butisnotlimitedto,strictliabilityclaims,contractclaims(expressorimplied),warranty

claims,andtortclaimsbasedoncommonlaworanystatute,ordinance,orregulation.Italsoincludesanyandallclaimsfor

injuriesordamagessustainedbyUserorUser’sinviteesorlicenseesduringorinconnectionwiththeuseoftheFacilityand

whichareallegedtohavebeensustained,inwholeorinpart,asaresultofthenegligenceofoneormorepersonsprotected

bythisreleaseprovision.

Asusedhereintheterm“Facility”includesthephysicalstructurethatmovesinclusiveofwoodanimals,poles,motorsand

pinefloor,thebuildingthathousestheCarousel,thegiftshop,theofficesandstoragearea,therestrooms,thepartyroom

andthepuppettheatreandroom.Italsoincludestheareaof10feetbeyondthefoundationoftheCarouselBuilding.

Further, if anyEventattendeeorother thirdpartymakesa claimagainstor suesanypersonorentityprotectedby this

releaseprovisionforanydamagesofanykindallegedlysustainedbythemasaresultofuseoftheFacility,Useragreesto

fullydefendandindemnifyCOH,andCaribouCompanies,itsmembers,employees,assigns,andsuccessors,withregardto

anysuchclaimorlitigation.

ThisreleaseprovisionshallbebindingonUserandallUser’sheirs,agents,assignees,successors,andonanyotherperson(s)

whomight otherwise be entitled to file suit ormake a claimonUser’s behalf. This release provision also applies to all

owners,directors,andofficersofCOH,CaribouVillageandCaribouCompanies.

Section4.OTHERTERMS

a.NotAssignable.ThisAgreementmaynotbeassignedbyanypartywithoutthewrittenagreementoftheotherparty.

b.GoverningLaw.ThisAgreementshallbegovernedbythelawsoftheStateofColorado.

c. Reading; Review of Counsel. User represents that User has carefully read every provision of thisAgreement,andthattheyhavehadtheopportunitytohavequalifiedcounselreviewthisAgreement.d.Venue;Waiverof Jury;NoticeRequirement. Theexclusivevenue forany legalactionarisingoutof thisAgreementshallbeintheCountyorDistrictCourtofBoulderCounty,Colorado.Inanysuchactionallpartieswaivetherighttotrialbyjury.BeforefilinganyactionarisingoutofthisAgreement,UsermustprovideCOHwithwrittennoticeofitsclaiminreasonabledetailbeforefilingsuchaction.e. Legal Expenses. In any legal action arising out of this Agreement the losing party shall pay the prevailing party’s

reasonableattorneysfeesandcosts.

f. Interpretation. Should any provision of this Agreement require judicial interpretation, the Court interpreting this

Agreementshallnotapplyapresumptionthatthetermshallbemorestrictlyconstruedagainstonepartyortheother

byreasonoftheruleofconstructionthatadocumentistobeconstruedmorestrictlyagainstthepartywhopreparedit.

g.EntireAgreement;Modification. ThisAgreementcontainsall the representationsbyeachparty to theothersand

expressestheentireunderstandingbetweenthepartieswithrespecttothemattersatissue.ThePartiesagreethatall

priorcommunicationsaremergedintothisAgreement,andthattherearenotermsorconditionsotherthanthoseset

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forthherein.Nostatementorpromiseofapartyshallbebindingunlessreducedtowritingandsignedbythatparty.No

modificationsofthisAgreementshallbebindingunlesstheyareinwritingandsignedbyallParties.

h. Section Titles. The section or paragraph titles in this Agreement have been inserted for convenience and easy

reference, and they shall not be interpreted to define, limit, extend or describe the scope of any provision of this

Agreement.

I/WE HAVE READ AND UNDERSTAND THE FOREGOING AND I/WE VOLUNTARILY AGREE TO THE TERMS SET FORTHHEREIN.

_________________________________________________

User’sSignature (Date)

_________________________________________________

User’sSignature (Date)

Ifacorporation,LLC,partnership,orotherentityistheUser,thepersonsigningonbehalfoftheUserrepresentsthathe/she

isauthorizedtodoso.

OrganizationalUser’sName:__________________________________________________________________________

SignatureofAuthorizedOrganizationSigner (Date)

PrintedName:_________________________________________________________________________________________

Title:________________________________________________________________________________________________