HomeMy WebLinkAbout2009-11-10 CC Item No. 11CITY OF
LADE tqpLSIIYO
DREAM EXTREMEn
REPORT TO CITY COUNCIL
TO: HONORABLE MAYOR
AND MEMBERS OF THE CITY COUNCIL
FROM: ROBERT A. BRADY
CITY MANAGER
DATE: NOVEMBER 10, 2009
SUBJECT: 2010 -2011 CDBG ALLOCATION
Background
Each year the City of Lake Elsinore receives an allocation of Community Development
Block Grant (CDBG) funds through the Economic Development Agency of Riverside
County (EDA). These allocations are based on population and are designed for
assistance to low and moderate income residents and areas.
To qualify for funding, eligible projects must largely benefit low and moderate income
persons, eliminate slums or blight, or meet a need having a particular urgency. Due to
the high cost associated in administering the CDGB contract, the EDA requires a
minimum request amount of no less than $10,000. Any and all requests for less than
this established amount will not be approved unless cumulatively the amount totals at
least $10,000 from multiple jurisdictions.
Discussion
For the Fiscal Year 2010 -2011 funding program, the City hopes to receive
approximately $215,321. Based on the allocation of $215,321 and CDBG requirements
the City would be able to earmark a maximum of fourteen- percent (14 %) or
approximately $30,144 towards public service programs with a balance of $185,177 for
funding of public facility projects and programs. Staff is recommending sidewalk
improvements in the vicinity of Elsinore Elementary and Middle School, Phase III
renovation of the Lake Community Center, Senior Center upgrades, and improvements
to Whiskers Fishing Beach. Funding is also proposed for support of Code
Enforcement's Dangerous Structures and Nuisance Abatement programs.
As of the filing deadline of October 25, 2009, the City received three (3) outside public
service agency applications for a total requested allotment of $80,000.
CC November 10, 2009 Item No. 11
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2010 -2011 CDBG Allocation
November 10, 2009
Page 2 of 4
The agencies requesting funds are as follows:
The Boys and Girls Club of Southwest County — Alberhill Ranch Clubhouse
($30,000). Located in Lake Elsinore, the organization is requesting funds to
support the Before - and - After - School program provided at the Alberhill Ranch
Clubhouse for underserved youth in the City of Lake Elsinore.
H.O.P.E. ($40,000). Located in Lake Elsinore, the organization operates a food
pantry that distributes a balanced menu of groceries to those in need in Lake
Elsinore and the surrounding communities.
Assistance League of Temecula Valley ($10,000). The agency is located in
Temecula and the organization's Operation School Bell provides clothing for
children in the Murrieta, Lake Elsinore, Menifee and Temecula School Districts.
Funding recommendations for the above requests are reflected in the "Public Service
Programs" matrix found on page 3 of this report. Proposed funding amounts are
commensurate with last year's percentage /totals.
City department/projects requesting funds are:
Sidewalk improvements ($52,177) targeted for right of way areas in the vicinity of
Elsinore Elementary and Elsinore Middle School (Public Works).
2. Lake Community Center ($20,000) for Phase III kitchen renovation and related
improvements (Parks and Recreation).
Whiskers Fishing Beach ($20,000) for paving and access upgrades and aesthetic
improvements (Lake and Aquatic Resources).
4. Code Enforcement - Dangerous Structures Abatement ($50,000) to continue
program of identifying substandard properties and buildings throughout the City's
CDBG designated areas and work with owners to bring their properties into
compliance (Community Development).
5. Nuisance Abatement ($25,000) funds will supplement costs to continue program
of identifying Code Violations throughout the City and work with owners to bring
their properties into compliance (Community Development).
A breakdown of CDBG funding requests and proposed allocations for all three (3)
categories (public facilities, code enforcement, and public service programs) are
reflected in the following three (3) matrices.
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2010 -2011 CDBG Allocation
November 10, 2009
Page 3 of 4
PUBLIC FACILITY PROJECTS
Facility/Type
Requested
Amount
2010 -2011 Proposed
Allocation
Sidewalk Improvements
$52,177
$52,177
Lake Community Center Phase III
$20,000
$20,000
Whiskers Fishing Beach Improvements
$20,000
$20,000
Senior Center HVAC Upgrades/ Replacement
$18,000
$18,000
Subtotal
$110,177
$110,177
CODE ENFORCEMENT
Program
Requested Amount
2010 -2011 Allocation
Dangerous Structure
Abatement
$50,000
$50,000
Nuisance Abatement
$25,000
$25,000
Subtotal
$75,000
$75,000
PUBLIC SERVICE PROGRAMS
Agency
Requested Amount
2010 -2011 Proposed
Allocation
The Boys & Girls Club of
Southwest Count
$30,000
$12,661
m7 07E
$40,000
$17,483
Assistance League of Temecula
Valle
$10,000
$0
Subtotal
$80,000
$30,144
GRAND TOTAL: $215,321
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2010 -2011 CDBG Allocation
November 10, 2009
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Fiscal Impact
As indicated above, the City of Lake Elsinore's CDBG allocation is anticipated to be
$215,321 for the 2010 -2011 fiscal year. These funds will be available July 1, 2010. Staff
would recommend that any additional public facility funds available be allocated to
sidewalk improvements.
There is no fiscal impact to the general fund resulting from the allocation of CDBG
funds.
Recommendations
1. Adopt the Community Development Block Grant (CDBG) Program for Fiscal Year
2010 -2011.
2. Approve submittal of the City's program to the County of Riverside.
Prepared by: Tom Weiner-50
Acting Director of Community Development
Approved by: Robert A. Brady
City Manager
Attachment
1. CDBG Funding Request Packets
(H.O.P.E., Boys and Girls Club, Assistance League of Temecula Valley)
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COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING REQUEST PACKET
HELPING OUR PEOPLE IN ELSINORE, INC.
(HOPE)
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COUNTY OF RIVERSIDE
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM 2010- 2011
APPLICATION FORM
L
IL
GENERAL INFORMATION:
Applying Entity or Agency: Helping Our People in Elsinore Inc. (H.O.P.E.)
Location: 79985 2nd Street I Jnit R
City: Lake Elsinore Zip Code: 97532
Mailing Address: As Above Zip Code:
Telephone Number: 951 245 7510 Fax Number: 951 745 74n5
Executive Director: Ron Hewison Title: Chairman & CEO
Telephone Number: 951 745 7510 ext 6 E -mail: HonebElsinnre nanl rom
Program Manager: Ron Hewison Title: Chairman & CFO
Telephone Number: 951 945 7510 ext 6 E -mail: As Above
Address (If different from above):
Grant Writer: Ron Hewison Title:
Telephone Number:
E -mail:
ORGANIZATIONAL HISTORY: (This is applicable only if you are a non - profit organization).
Date Organization founded: December 4 1990
Date Organization incorporated as a non -profit organization: April 30 1 997
Federal identification number: 33- 0499729
State identification number: 1820572
Number of paid staff: 0 Number of volunteers: 45
ATTACH: Current Board of Directors (Label as Attachment H.1)
Articles of Incorporation and By -Laws (Label as Attachment H.2)
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III. PROJECT ACTIVITY:
CDBG Funds Requested: $ 4010na (total amount for the project only)
Where will the proposed activity occur (be specific as to the geographic scale of the proposed activity)?
If the project involves a new or existing facility, what is the proposed service /benefit area for the
facility? (Attachment M. Project Activity.1)
X Countywide (check if project will serve multiple districts and /or cities).
City(ies) Lake Elsinore- Wildomar- Canyon Lake, South Corona. West Perris
Community(ies) Lakeland Village Quail Valley
Regions Wp. mvex • of 41 qqijare. miles •.• •n nf 100,000 individil
Other A
What Supervisorial District does the activity occur within? Districts 1 and 3
Check ONLY the applicable category your application represents.
❑ Real Property Acquisition X Public Service ❑ Housing
❑ Rehabilitation/Preservation (please provide picture of structure)
❑ Public Facilities Improvements (construction)
Other: (provide description)
IV. PROJECT NARRATIVE:
A. Name of Project: People ►..,
Specific Location of Project (include street address; if a street address has not been assigned
provide APN):
Street: 29885 2nd Street, I inita R & S
City: Lake Elsinore Zip Code: 92532
APN:
Attach maps of proposed project(s) location and service area.
See attachment III. Project Activity.I for service area
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B. Provide a detailed Project Description. The description should only address or discuss the specific
activities, services, or project that is to be assisted with CDBG funds. If CDBG funds will assist the entire
program or activity, then provide a description of the entire program or activity. (Attach additional sheets
if necessary — Attachment IV.B.Project Description):
HOPE was conceived in 1990 and received IRS exemption to begin operations in 1992. We
were created as a central point to help low- income residents within the boundaries of the Lake
Elsinore Unified School District (LEUSD). We operate a food pantry that distributes a balanced
menu of groceries to those in need in Lake Elsinore and the surrounding communities. Initially,
we were able to distribute 2 -3 days of food to clients. Currently, we have programs that
distribute 12 days of food (36 meals) to each family member, each month. Our pantry programs
cater to the most vulnerable in the community:
1. 170 low- income seniors who meet the following requirements:
➢ Aged at least 60
➢ Reside in our service area (see the attached map for area served)
➢ Meet published low- income annual income levels, verified each year
2. 60 `shut in' low income seniors who meet these requirements:
➢ Aged at least 60
• Reside in our service area
• Meet published low- income annual income levels, verified each year
• Have no transport, or are unable to drive, no nearby family members
3. 35 families where grandparents are raising the grandchildren, meeting the following
requirements:
➢ Reside in our service area
➢ Verify that they have the children (without the parents) at their home
➢ Receive total income from all sources that falls within the annual low- income
levels as published by CDBG
➢ Able to verify that the parents are incarcerated, have abandoned the children,
are unable to offer the children satisfactory living conditions
➢ All families in this program are reviewed each year
4. 100+ families, single parent raising teenagers, meeting the following requirements:
➢ Reside in our service area
➢ Receive total income from all sources that falls within the annual low- income
levels as published by CDBG
➢ All families in this program are reviewed each year
5. The local Department of Public Social Services (DPSS) office refers families to
HOPE to act as the bridge between unemployment and /or food stamp application
and approval or denial. During the application process time:
➢ Clients reside in our service area
➢ DPSS verify that the individual /family need is warranted
➢ Issue a referral to HOPE for assistance with 12 days of groceries per family
member
➢ DPSS are permitted to issue multiple referrals for the same family if the
approval process is lengthy or delayed
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6. The LEUSD has nominated a staff member at each of the 25 school sites to work
with HOPE to ensure that families in need are identified by the health or counseling
offices and referred to HOPE for assistance with food for the family.
The above six programs constitute our pantry service. During FY 2008 -2009 we distributed
almost 333,000 meals to the above listed segments of the community. All clients fall within the
published low- income guidelines, in fact 99 %+ fall in the 'extremely low' category. The chart
below indicates the growth we have seen in our pantry services in recent years:
Meals Distributed: 2005
2006
2007
2008
2009
61,821
103,608
225,481
332,701
425,000+ (Estimate)
In addition to the pantry we operate the following programs:
7. Distributing bags of groceries and hygiene kits (Homeless Program)
➢ Homeless persons visiting our facility but who are unable to carry a full 12 days
of food
• Individuals who do not meet the requirements of any of the programs outlined
above but are in need of assistance
• Homeless individuals who attend a hot meal distribution at a local park and /or the
local 'soup kitchen'
• Individuals living in tents in local trailer parks and campgrounds
8. Distributing perishable items (Fresh Rescue Program)
➢ We deliver, each week, fresh food items to 75 low- income trailer park residents
who are one step away from homelessness
➢ We distribute fresh food items to 80 low- income families four times monthly at
locations at the North and South end of the City
9. Distributing The Emergency Food Assistance Program (Commodities Program)
To qualified families in our Lake Elsinore service area
➢ On the 2nd Saturday of each month
➢ A self certification program where the family confirm they qualify for the program
➢ This program has seen the following growth since it returned to HOPE in 2006:
FY 2006 -2007
1,644 families
6,136 individuals
FY 2007 -2008
3,021 families
13,874 individuals
FY 2008 -2009
4,477 families
20,411 individuals
10. We have a clothing program that operates in conjunction (primarily) with the LEUSD.
Liaisons at the school sites identify children in the same (or old) clothing and refer
the family to us for clothing assistance. On average we help approximately 50
children a month. The need for this program is increasing.
11. At Thanksgiving and Christmas we distribute Holiday Boxes to low- income families
and seniors in the community. We will distribute 1100+ Boxes in 2009 reaching over
2,500 people.
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C. Provide a detailed description of the proposed use of the CDBG funds only (e.g. client
scholarships, purchase a specific piece of equipment, rent, supplies, utilities, salaries, etc.):
Specifically, CDBG funds will be used to purchase food supplies and to pay pantry associated
costs of rent; utilities and transportation. We also have an urgent need to replace ageing
freezers for efficiency and cost reasons. A portion of the funding will be used to ensure sufficient
basic foods are available for distribution at the monthly 'commodities' distribution.
Proposed use of CDBG Funding:
Pantry Services $30,000 See paras 1 -6 above
Freezer Replacement -- $5,000 For food programs listed in 1 through 9 above
Commodities Support -- $5,000 To supplement USDA supplies
For 17 years HOPE has worked in the community to offer services and to give assistance, with
respect and dignity, to those in need. With the increase in housing costs in recent years we are
helping low- income seniors and families remain in their homes and not become part of the
homeless population in Riverside County. Statistics indicate that almost 3,500 children and
400+ seniors in Lake Elsinore are living in poverty — our goal is to ensure they receive food on a
regular basis. This is likely to be an ongoing issue with no 'end date' envisaged in the coming
years.
We work with vulnerable families throughout the Lake Elsinore area (including Lake Elsinore,
Wildomar; Lakeland Village; Quail Valley; Canyon Lake; West Perris and South Corona) to
ensure emergency food is available to those in need. This is an area of 140 square miles with a
total population of over 100,000. In addition to the referrals mentioned above we visit
impoverished trailer parks and low - income housing areas and identify clients who are living in
poverty and in need of assistance. We see an increasing need in this area and CDBG funding
will permit us to maintain existing services and to extend service to additional families.
Lake Elsinore has experienced significant population growth in the past decade. This has,
accordingly, increased the need for our services. Improved funding and community support has
allowed us to add programs: seniors at 60 +; disability at 50 +; single parent raising teenagers
and grandparents raising grandchildren have all been introduced and are in addition to the low -
income families that are referred to us by DPSS & the School District and others in the
community — all at income levels that fall within HUD and State low income levels. The increase
in need for assistance and, thus, food to be stored has resulted in a shortage of refrigeration
and freezer space. CDBG funds will enable us to replace and increase the older equipment.
Many of the seniors in our community are on fixed incomes that have not increased at the same
rate as the increase in housing, utilities and medical costs in recent years. The U.S. Census
Report of 2000 indicates 15% of families, 12 +% of seniors and 20% of those under age 18 in
Lake Elsinore live below the poverty line. We believe that our assistance with food costs is
helping keep these groups in their homes, avoiding homelessness. Riverside County completed
Homeless Surveys in 2005, 2007 and again in 2009. The results indicate that the homeless
population in Lake Elsinore has reduced, hopefully, in part, due to our programs. All low- income
families that receive services complete the required CDBG self- certification paperwork, income
is verified and a client file is maintained throughout the year.
Our computer database for the current fiscal year indicates that 20% of the people we are
helping are extremely low- income seniors and 56% are children living in extremely low- income
homes.
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D. Outcomes and Performance Measures
Number of clients or units of service to be provided using CDBG funds during the term of
the grant: 968
NOTE: This is based on the expected number of clients to be served if the County funds
your project for the requested amount.
Length of CDBG - funded activities project (e.g. months, year): 1 July 2010 to 30 June 2011
Unduplicated number of clients /persons projected to serve (e.g.25 clients, 50 seniors): 968
Service is provided to (check one or more):
X Men X Women
X Children X Men/Women
• Men/Women /Children X Families
• Seniors X Severely Disabled Adults Range of children's ages 0 — 18 years
❑ Migrant Farm Workers X Homeless
Number of beds of facility
Anticipated number of "new" beds
Length of stay (if residential facility)
E. What are the goals and objectives of the project, service, or activity? How will you measure
and evaluate the success of the project to meet these goals and objectives (measures should
be both qualitative and quantitative)?
Our principal goal is to work with low- income seniors and families in need and to ensure they do
not go hungry and assist them to remain in their homes. We work closely with the local DPSS
and school sites that refer clients in need to our facility on a daily basis. Local churches are fully
aware of our services and refer residents in need to us. In addition to the food programs we
operate a bread ministry where we pick up bread and bakery items each day from stores and
partner with 10 local organizations to distribute the items to low- income residents in the
community — currently we distribute approximately 5,000 bread and bakery items per month to
programs such as: The Senior Center, Headstart, Fishes & Loaves (the local soup kitchen)
Church groups and others.
We have established partnerships with stores and retail outlets that now regularly donate new
clothing and household goods to us for distribution within the community. We work with the
following local organizations in support of their direct activities: DPSS (Lake Elsinore); SAFER
(LEUSD); Headstart (LEUSD); Senior Center (City of Lake Elsinore); Fishes & Loaves (Soup
Kitchen); Pouring out Hope (Street service to the Homeless); Various local organizations in their
Outreach programs. All of these partners work with low- income families in the community.
We have established a partnership with the School District that enables High School students to
complete their required community service at our food distribution to low- income families each
month.
During 2009, we have installed a computer system and created an extensive database, which
contains detailed family profiles to include, for all family members: age; gender; ethnicity;
income; zip code. This gives us real time and accurate measurement of the residents we are
assisting.
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Discuss how this project directly benefits low- and moderate- income residents.
We continue to reach out to the most vulnerable groups in the community (low- income seniors;
grandparents, single parents; the homeless; the disabled and low income families) who lack the
means to adequately purchase food and clothes for their families — we always attempt to offer
our services while enabling recipients to maintain their pride and their dignity. Many of our
clients are living on a fixed income, which has been severely impacted by the rise in rental,
utilities and medical costs in recent years. Many have to decide whether they should spend their
limited income to purchase food or other, very necessary items. We are able to ensure them of
some level of food security.
Our outreach to the trailer park and homeless populations removes the need for them to be on
the streets asking for food, or driving them to theft to satisfy their hunger.
Vulnerable families are, more easily, able to pay their rents, medical costs and utilities due to
our assistance with their food costs.
We believe that our services, generally, assist in lowering the crime rate in the community while
allowing us to render care and compassion to those residents who would often be passed by.
We strongly believe the whole community benefits from our project.
G. Respond to A & B only if this application is for a public service project.
a) Is this a NEW service provided by your agency? Yes _ No --�L
b) If service is not new, will the existing public service activity level be substantially
increased or improved?
Four years ago we increased the number of days of food each client receives from 9 days to 12
days per month. The economy has resulted in more people requiring access to our services.
This is evidenced when reviewing the meals distributed via the Pantry and illustrated on Page 4.
Pantry meals distributed have increased from 62,000 meals (1,722 individuals) in FY 2006 to
333,000 meals (9,250 individuals) in FY 2009. We anticipate distributing over 425,000 meals to
11,806 duplicated individuals from the pantry in 2010 -2011. In an attempt to continue to help
more clients who are in need we have modified the qualifications for service and introduced
additional Categories of Service — the changes we effected have enabled us to service many
more residents. We believe the growth we have seen in recent years will continue. Even with
this large increase we stress that 99% of those we help are in the extremely low- income level —
the lowest published income level and the most vulnerable in the community.
With the introduction, in 2008, of the Fresh Rescue program we have been able to considerably
increase our Outreach activities, via partnerships, to reach the homeless; low- income families at
the commodities food distribution and trailer parks as well as rehabilitation homes — all of this is
beyond the original food pantry service program. It is our wish and intent to continue to increase
such activities and increased CDBG funds will assist us greatly in achieving this goal.
In recent years we increased our Holiday program outreach and distributed over 1,100 food
baskets at Thanksgiving and Christmas 2008. Hot Meals were delivered to'shut in' seniors, low -
income families, trailer parks and the homeless at Thanksgiving. In all, we believe we reached
over 2,000 individuals on Thanksgiving Day 2008. We also continued our Christmas Toy
Ministry and, in 2008, were able to distribute over 2000 gifts to the children of low- income
families. In early 2006 we re- introduced our Clothing For Kids program and are now helping
around 50 school kids a month with their clothing needs. Several local stores support this
program.
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H. What methods will be used for community involvement to assure that all who might benefit
from the project are provided an opportunity to participate?
c) H.O.P.E. now appears regularly before the Lake Elsinore City Council to
update the Council and residents of our programs and our progress. We have
also appeared before the Canyon Lake City Council and the City of Wildomar
d) We communicate regularly with the Senior Centers in Lake Elsinore and
Wildomar
e) We agree an annual listing with the 25 schools in the LEUSD to participate in a
monthly school food drive. This alerts each school family of our activities.
f) We work closely with the School District departments that focus on families in
need and have an established referral program with them. We have also
established a HOPE liaison at each school site
g) One of the major partners we have for identifying those in need is the local
DPSS office. When clients visit their office for assistance they issue a referral to
HOPE for help during the processing time between applying for assistance and
receiving assistance. This is a long- standing partnership that operates very
effectively
h) We partner with several local Clubs who have `drives by food item' each month
for H.O.P.E. — again alerting the community to our activities. We work with a
local Health Club on an annual food drive — this has been very successful and
we are looking to extend this to other clubs in the area
We are members of the Lake Elsinore Chamber of Commerce and brief the
business community on our activities. We attend Rotary Club meetings and
outline our programs, which they support. We work with the Lake Elsinore
Historical Society on distributing donations they do not require to those in need
j) We have established new partnerships with several churches in town where we
are able to assist families they know have a need. We are also, on an ongoing
basis, increasing our outreach and involvement with additional local churches
k) We attend the LEUSD SAFER (Students And Families Essential Resources)
Collaborative meetings and brief participants on the available services
1) We partner with local homeless ministries
Following our gaining responsibility for the USDA commodities program for the Lake Elsinore
area we now help an additional 500+ families each month. Many of these families also qualify
for our pantry and /or Fresh Rescue programs and are advised of the programs at the
distribution of commodities.
We believe there is still much to be done in reaching those most vulnerable in our community
and continue to work diligently to identify additional low- income seniors and families. We cannot
stress the huge need we see and the absolute need for ongoing and, increased funding to allow
us meet the need.
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I. What evidence is there of a long -term commitment to the proposal? Describe how you
plan to continue the work (project) after the CDBG funds are expended?
HOPE is now in it's 18th year and we anticipate continuing for many more years.
During recent years CDBG funding has accounted for approximately 25% of our 'cash' budget_
Whilst this is a significant proportion of our funding we believe additional funding from other
sources: members of the community; local businesses; churches; corporate grants; City of Lake
Elsinore and our own fundraising will ensure our services continue.
We would also mention the very high support we receive from the community in donating
food items to us. The School District with 40,000 food items; other drives in excess of 10,000
food items and the local stores with in excess of 60,000 bread and bakery items. In addition we
have partnered with Albertsons, Ralphs, Vons, Fresh & Easy on their 'Fresh Rescue' program
whereby they donate almost daily the following items: prepackaged salads; milk; eggs; meats,
deli items etc. This is a huge help in meeting emergency needs on Fridays and Saturdays.
During our fiscal year ending 30 June 2008 donations in kind received by HOPE totaled
$257,812. This clearly illustrates the support we receive from our community partners.
It is our very strong belief that this program is a partnership between the three `C's': Community,
City and County and it is in the interest of all parties to see the program continue to serve those
in need.
V. PROJECT BENEFIT:
All CDBG- funded activities must meet at least one of three National Objectives of the CDBG program.
Indicate the category of National Objective to be met by your activity:
B. Limited Clientele:
The project serves clientele that will provide documentation of their family size, income, and
ethnici . Identify the procedure you currently have in place to document that at least 51% of the
clientele you serve are low- moderate income persons.
Pantry clients arrive at the HOPE facility and complete the sign in sheet at either the existing or
new client window. If the client has not previously visited HOPE we complete a registration form;
copy a photo ID and interview the client to determine the family circumstances, at this time they
complete the CDBG self certification form. If the client meets the requirements of our programs
they are serviced and issued a HOPE ID card for presentation at future visits.
The full family profile is entered into the computer system, which automatically completes
income, gender, ethnicity, and zip code for CDBG reporting purposes.
If the client is an existing client they present their HOPE ID card, the file is updated to indicate
the service date for the client and the pantry staff gathers the food in line with our printed
menus. The client family profile is already in the system and feeds into the CDBG reporting
Income verification occurs for each existing client (senior; grandparent; disabled; single parent)
each year. DPSS and LEUSD referrals are processed on arrival at HOPE as the DPSS and
LEUSD staffs have interviewed the clients in detail on their employment and financial
circumstances. The newly installed computer system monitors all information.
Homeless clients who are serviced on the street, trailer parks and in campgrounds do not
complete the full paperwork but we do maintain a record of the service.
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VI. FINANCIAL INFORMATION:
A. Proposed Project Budget
Complete the following annual program budget to begin July 1, 2009. If your proposed CDBG-
funded activity will start on a date other than July 1, 2009, please indicate starting date. If these
budget line items are not applicable to your activity, please attach an appropriate budget. Provide
total Budget information and distribution of CDBG funds in the proposed budget.
The budgeted items are for the activity for which you are requesting CDBG funding - not for the
budget of the entire organization or agency.
TOTAL ACTIVITY/
PROJECT BUDGET CDBG FUNDS
(Include CDBG Funds) REQUESTED
I. Personnel
A. Salaries & Wages $ $
B. Fringe Benefits $ $
C. Consultants & Contract Services $ $
SUB -TOTAL $
H. Non- Personnel
A. Space Costs $ $
B. Rental, Lease or Purchase of
Equipment $ %
C. Consumable Supplies $ P
D. Travel $
E. Telephone i %
F. Other Costs S $
SUB - TOTAL: S $
III. Architectural/Engineering Design
IV. Acquisition of Real Property $ $
V. Construction/Rehabilitation $ $
VI. Indirect Costs $ $
TOTAL: S $
11 COPY OF HOPE BUDGET IS ATTACHED II
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B. Leveraging Identify other funding sources (commitments or applications) from other sources to assist
in the implementation this activity. Attach current evidence of commitment (Attachment VI -B,
Exhibits 1, 2, etc.). If commitments are pending, indicate amount requested and attach documentation
regarding previous year's funding.
Amount Date Type of
Funding Source Requested Available Commitment
1. In 2009 we received Emergency Food and Shelter Program (EFSP) Phase 27 funding in the
amount of $17,772 and EFSP ARRA funding of $16,352 for a total of $34,124. We have applied
for $50,000 under Phase 28 but will not receive confirmation for 90 days. (Copies of previous
EFSP funding letters are attached).
2. As mentioned earlier we are able to leverage our cash donations significantly and attach a
copy of Page 1 of our latest form 990, which indicates in kind donations of $257,812 against
cash donations of $77,000.
3. Our leveraging is also illustrated on the budget document attached. We receive regular
monetary donations from various groups in the community — individuals, churches, businesses
etc. Whilst there are no commitments in place the support has continued to exist, and grow,
over the past 18 years.
C. Provide a summary by line item of your organization's previous year's income and
expense statement. (Attachment VI -C, Exhibits 1, 2, etc.)
See attachment VI -C, Exhibits 1
Income & Expense Statement dated 30 June 2009
D. If this project benefits residents of more than one community or jurisdiction, have requests been
submitted to those other jurisdictions?
Yes X _ No
If yes, identify sources and indicate outcome.
If no, please explain
CDBG Funding was approved by
The County of Riverside and The City of Lake Elsinore
E. Was this project previously funded with CDBG funds? Yes _ENO
If yes, when? CDBG has funded HOPE for many years
Is this activity a continuation of a previously funded (CDBG) project? Yes No
11 CC November 10, 2009 Item No. 11
Page 16 of 126
VII. MANAGEMENT CAPACITY:
A. Describe your organization's experience in managing and operating project or activities funded
with CDBG or other Federal funds. Include within the description a resource list (partnerships)
in addition to the source and commitment of funds for the operation and maintenance of the
program.
Amount
Source Activity Year Allocation Expended
HOPE has received CDBG funding for many years and has consistently achieved and
maintained HUD required reporting standards. Our systems are designed to meet CDBG
reporting requirements for all clients.
The introduction, during 2009, of pantry custom designed software has significantly
increased the amount of information available on clients as well as the speed the
information is available.
We received EFSP Phase 27 and EFSP ARRA (stimulus) funding in 2009 and have met
all of the reporting requirements for this funding source.
B. Management Systems
Does your organization have written and adopted management systems (i.e., policies and
procedures) including personnel, procurement, property management, record keeping,
financial management, etc.?
Over the past eighteen years we have adopted extensive policies and procedures. All
clients register on arrival at HOPE, complete full self- certification paperwork, photo ID is
held on each file and all service visits are tracked on the newly installed computer
system. Incomes are verified at the start of each year or at the commencement of
service and verifications of income are maintained on the client file.
All bread and bakery items are logged in and out of the facility
and detailed records are maintained. Donations in kind, from all sources, are recorded
and acknowledged to the donor.
All monetary donations received are entered into a daily journal prior to being deposited
with the bank. All checks are copied and passed to our Treasurer and outside
Accountant for acknowledgment and entry into the monthly accounting schedules. Each
disbursement check is copied and the receipts attached for review at the monthly
accounting meeting.
Our outside, independent accountant visits each month and reviews all deposits, all
payments, reconciles the bank statement and prepares a full set of financials to include:
Profit & Loss statement; Year on Year comparison; Balance Sheet and a listing of all
donations and expenditures by check number.
12 CC November 10, 2009 Item No. 11
Page 17 of 126
C. Capacity:
Please provide the names and qualifications of the person(s) that will be primarily responsible for
the implementation and completion of the proposed project. Provide a detailed organizational
chart (Attachment VII-C, Exhibits 1, 2, etc.) Listed below:
THE ASSEMBLY OF VOTING MEMBERS:
This body meets regularly and oversees all activities within the agency. All volunteers,
not just Officers, are qualified to attend these meetings. The Chairman is Ron Hewison
who conducts the monthly meetings during which the Assembly considers all business
items relative to the corporation. Example Agenda items include:
a) Volunteer recruitment and training; Nominating and electing Corporate Officers
b) Approve annual budget; Review monthly financial reports
c) Reviewing and revising policies and procedures
d) Monitoring the progress of our Outreach activities
e) Reviewing the outcome of decisions and impact of H.O.P.E. in the community
f) Reviewing HOPE programs and amending and extending as required
THE FRONT OFFICE:
Joanne Riley and Jeannie Williams (Tuesday); Laurie Howanec and Jeri Proulx
(Wednesday); Beverly Mumphrey and Sharon Searle (Thursday) staff our Front Office.
Specific tasks performed are:
a) Assisting with client registration, issuing ID cards and data input
b) Ensuring accurate records of clients are maintained and filed
c) Responding to all correspondence and telephone requests
d) Reviewing the content of the regular menus
e) Training; Scheduling Office and Pantry staff; Acknowledging all donations
f) Tracking client visits and grant reporting; Tracking volunteer hours
THE PANTRY OPERATION
The Pantry (20 volunteers over the three pantry days) is responsible for maintaining a
ready supply of the foods required for our daily operations and making up the orders.
The lead volunteers for the Pantry have been with us for many years
a) Organizing the layout of the pantry
b) Reviewing the donated goods, sourcing and purchasing supplies
c) Supervising the pantry volunteers when filling food orders
d) Ensuring the pantry shelves are regularly, and accurately stocked
e) Maintaining high standards for neatness and cleanliness in the pantry
f) Completing all orders that have been processed by the front office
THE SENIOR PROGRAM
Our Senior Program falls under the overview of Mitch and Virginia Marshall (themselves
seniors). They maintain telephone contact with the seniors and deliver to the 'shut ins'
each month.
THE BACK ROOM (RECEIVING)
Our 'back room' (receipt of food, bread and general donations) is staffed by Abel Trevino; Fred
Beldi: Bill Goodacre; Paul Cluck who have been with us for many years. Bob Clark; Daniel
Bernade, Chuck Hodgson; Jack Kalweit and Bob Kirchner support them.
13 CC November 10, 2009 Item No. 11
Page 18 of 126
D. Should the applying entity be awarded CDBG funds, please identify the primary project
objectives and goals using an Estimated Timeline for Project Implementation:
OBJECTIVE START DATE COMPLETION DATE
1 July 2010 through June 30 2011
APPLICATION CERTIFICATION
Undersigned hereby certifies that (initial after reading each statement and sign the document):
0— I. The information contained in the project application is complete and accurate.
Q. 2. The applicant agrees to comply with all Federal and County policies and requirements
imposed on the project funded in full or part by the CDBG program.
Q• 3. The applicant acknowledges that the Federal assistance made available through the
CDBG program funding will not being used to substantially reduce prior levels of local,
(NON -CDBG) financial support for community development activities.
4. The applicant fully understands that any facility built or equipment purchased with
CDBG funds shall be maintained and /or operated for the approved use throughout its
economic life.
5. If CDBG funds are approved, the applicant acknowledges that sufficient funds are
available or will be available to complete the project as described within a reasonable
timeframe.
6. On behalf of the applying organization, I have obtained authorization to submit this
application for CDBG funding. (DOCUMENTATION ATTACHED Minute Action
and /or written Board Approval signed by the Board President).
DATE: I q Q Cl 06-Q-)
6.Q-7
Signature: L' \-iQ'-Qi�i^
Print Name /Title Ron Hewison — Chairman & CEO
Authorized Representative:
14 CC November 10, 2009 Item No. 11
Page 19 of 126
Applicant's Check -list:
The following required documents listed below have been attached. Any missing documentation to the
application will be cause for the application to be reviewed as INELIGIBLE.
Yes
NO
ATTACHMIENT
X
❑
1.
Application Complete
X
❑
2.
Board of Directors
X
❑
3.
Articles of Incorporation and Bylaws
X
❑
4.
Project Activity Map
❑
❑
5.
Project Benefit, Category 2. Slum Blight Documentation
❑
❑
6.
Project Benefit, Category 3, Urgency
X
❑
7.
Leveraging
X
❑
8.
Income and Expense Statement
X
❑
9.
Management Capacity /Organizational Chart
X
❑
10.
Board Written Authorization approving submission of application
15 CC November 10, 2009 Item No. 11
Page 20 of 126
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Page 21 of 126
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Page 21 of 126
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state
O,
Ca �fornia
OFFICE OF THE SECRETARY OF STATE
CORPORATION DIVISION
1820572
I. MARCH FONG EU, Secretary of State of the
State of California, hereby certify:
That the annexed transcript has been compared with
the corporate record on file in this office, of "which it
purports to be a copy, and that same is full, true and
correct.
r
IN WITNESS WHEREOF, I execute
this certificate and affix the Great
Seal of the State of California this
MAY -11992
Secretary of State
CC November 10, 2009 Item No. 11
Page 22 of 126
ARTICLES OF
18205'72
of
Helping Our People in Elsinore, INC.
I
I. AITAC mEai IC 1
ENDORSED
FILED
Indwaf eoftheseueiaryo!Stole
of the Stem
APR 301992
The name of the corporation is "Helping Our People in Elsin 01
II
A. This corporation is a nonprofit public benefit corporation and is
not organized for the private gain of any person. It is organized
under the Nonprofit Public Benefit Corporation Law for charitable
purposes.
S. The specific purpose of this corporation is to-provide'
food,
clothing and shelter to needy people.
III
The name and address in the State of California of this corporation's
initial agent for service of process is James-T. Winkler 31594 Railroad
Canyon Road Suite C Canyon Lake California 92587.
IV
A. This corporation is organized exclusively for charitable purposes
within the meaning of Section 501(c)(3) of the Internal Revenue Code.
B. No substantial part of the activities of this corporation shall
consist of carrying on propaganda, or otherwise attempting to influence
legislation, and the corporation shall not participate or intervene in
any political campaign (including the publishing or distribution of
statements) on behalf of any candidate for public office.
V
The property of this corporation is irrevocably dedicated to charitable
purposes and no part of the net ,income or assets of this corportaion
shall ever inure to the benefit of any director, officer or member
thereof or to the benefit of any private person. Upon the dissolution
or winding up of the corporation, its assets remaining after payment,
or provision for payment, of all debts and liabilities of this
corporation shall be distributed to a nonprofit fund, foundation or
corporation which is organized and operated exclusively for charitable
purposes and which has established its -tax exempt status under Section
501(c)(3) of the Internal Revenue Code.
2 -2 —eLL
DATE
(�agnature off Incorporator)
CC November 10, 2009 Item No. 11
Page 23 of 126
AMENDED BYLAWS
OF
HELPING OUR PEOPLE IN ELSINORE, INC.
m
PREAMBLE
R TT AC14 MEAT
11. )—
RECOGNIZING OUR UNITY IN CHRIST AND OUR COMMON PFACTICE IN THE
CHRISTIAN FAITH, DESIRING TO HEED AND FULFILL THE LORD'S IMPERATIVE
AS STATED IN MATTHEW 25:31 -40, MINDFUL OF OUR CHRISTIAN PRIVILEGES
AND DUTIES, AND WISHING TO OBSERVE ORDERLY COOPERATION, WE THE
MEMBERS OF HELPING OUR PEOPLE IN ELSINORE, INCORPORATED OF LARE
ELSINORE, CALIFORNIA, ADOPT THE FOLLOWING AMENDED BYLAWS, AND DO
PROVIDE THAT THE FOLLOWING ARTICLES SUPERSEDE AND REPLACE. THE FORMER
BYLAWS THAT WERE ADOPTED AT A DULY CALLED MEETING OF THIS CORPORATION
ON SEPTEMBER 91 1991.
CC November 10, 2009 Item No. 11
Page 24 of 126
(i- tTAUtMCa?
11.1
-2-
ARTICLE I — NAME AND INCORPORATION
1. The name of this organization shall be HELPING OUR PEOPLE IN ELSINORE, INC.
2. For the purpose of these Bylaws, HELPING OUR PEOPLE IN ELSINORE, INC. is hereafter
designated as H.O.P.E., Inc., or simply "this corporation."
3. H.O.P.E., Inc. shall be incorporated under the laws of the State of California as a Non -profit Public
Benefit Corporation.
I� :7111CN71�1Qi]�yCy
1. The principal office of this corporation for the transaction of business is located at 29885 2 °d Street,
Unit R -S, in Lake Elsinore, California.
2. This corporation is hereby granted full power and authority to change the principal office of the
corporation from one location to another in Riverside County, California. Any such change shall be noted by
the Secretary in these Bylaws, but shall not be considered an Amendment of the Bylaws.
ARTICLE III — STATEMENT OF PURPOSE
1. The object and purpose of this corporation shall be to propagate the gospel of Jesus Christ by reaching
out to those persons who are hungry and who need assistance and renewed hope.
2. To fulfill this object and purpose, this corporation shall provide and dispense food to individuals and
families in compliance with the regulations laid down by the governing body of this corporation in the Rules of
Qualification. Furthermore, this corporation shall dedicate itself to an ongoing, caring ministry of service to
others. We service anyone who qualifies regardless of ethnicity or color. We do not hokffeiigious service
ARTICLE IV — STATEMENT OF FAITH
1. The members of this corporation adhere in faith to the following common symbol, held in the highest
regard in all of Christendom, called the Apostolic Creed:
I believe in God, the Father almighty, creator of heaven and earth.
I believe in Jesus Christ, His only Son, our Lord. He was conceived by the power of the
Holy Spirit and born of the Virgin Mary. He suffered under Pontius Pilate, was crucified, died,
and was buried. He descended into hell. On the third day He rose again. He ascended into
heaven, and is seated at the right hand of the Father. He will come again to judge the living
and the dead.
I believe in the Holy Spirit, the holy catholic Church, the communion of saints, the
forgiveness of sins, the resurrection of the body, and the life everlasting.
CC November 10, 2009 Item No. 11
Page 25 of 126
A.T TA CH ME rA T
PRD'36 CS pCTWITY. 1
0 Population Report
0 LEUSD
2008 Total 2013 Projected 2008 -2013 Annual
Population Population Growth ( %)
Area ID Description
LEUSD 100,680 123,015 4.09%
4
6-�
NO
/ > d
}n1
INN
CC November 10, 2009 Item No. 11
Page 26 of 126
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CC November 10, 2009 Item No. 11
Page 27 of 126
AT TAcmNNEAT,
VI - a
0 1 o, ,
EMERGENCY FOOD AND SHELTER PROGRAM BOARD
Local Board of Riverside County
EF3P BOARD MEMBERS
2"" Harvest Food Bank
Mary Allred, Homeless Advocate
American Red Cross
Calvary Presbyterian
Catholic Charities
Central County United Way
Chabad Jewish Community Center
City of Riverside
Carona /Norco United Way
Housing Authority of the
County of Riverside
Lutheran Social Services
Talib McMicheaux, Homeless Advocate
Regional Access Project Foundation
Riverside County Executive Office
Riverside County Department of
Mental Health
Riverside County Veteran's Services
The Salvation Army
United Way of the Desert
United Way of the Inland Valleys
Valley Restart Shelter, Inc.
Volunteer Center of Riverside County
STAFF
Riverside County
mpartment or Pudic sodal Services
4060 County Circle Drive
Riverside, CA 92503
(951) 358 -5637
Fax (951) 358 -7755
February 3, 2009
Ron Hewison
Helping Our People in Elsinore. Inc.
29885 2nd Street., Units R & S
Lake Elsinore, CA 92532
RE: EFSP Phase 27 Award
Dear EFSP Applicant:
The Riverside County Emergency Food and Shelter Program (EFSP) Designated
Local Board (DLB) has completed the selection process of proposals submitted
for funding in Phase 27. After careful review of all the applications, the
following amount has been granted to your organization:
Region B
Hot/Cold Meals:
Food Distribution:
Food Vouchers:
Mass Shelter:
Motel Vouchers:
Rental Assistance:
Administrative Costs:
Funded Amount: $17,772.00
$0.00
$8,886.00
$0.00
$0.00
$2,612.00
$5,919.00
$355.00
The process used to determine the selected agencies was very detailed. The
scoring and ranking committee scored each application based on the priorities
identified in the Phase 27 Request for Proposals. The grant amount is based on
the amount requested by your organization and the percentage of total available
points awarded to your organization.
A mandatory orientation will be held on Wednesday, February 25, 2009. The
required mandatory meeting will be held in two locations. The first meeting will
be held in Riverside at 9:00 a.m. at the DPSS Staff Development Office, 22690
Cactus Avenue, Moreno Valley, CA`92553.
CC November 10, 2009 Item No. 11
Page 28 of 126
k TT 6CAMCt.1 i
"(I— &
*k l 4h
EMERGENCY FOOD AND SHELTER PROGRAM BOARD
Local Board of Riverside Country
EFSP BOARD MEMBERS
2 " Harvest Food Bank
Mary Allred, Homeless Advocate
American Red Cross
Calvary Presbyterian
Catholic Charities
Central County United Way
Chabad Jevrish Community Center
City of Riverside
Corona/Norco United Way
Housing Authority of the
County of Riverside
Lutheran Social Services
Talib McMicheaux, Homeless Advocate
Regional Access Project Foundation
Riverside County Executive Office
Riverside County Department of
Mental Health
Riverside County Veteran's Services
The Salvation Amry
Soboba Band of Luiseno Indians
United Way of the Desert
United Way of the Inland Valleys
Valley Restart Shelter, Inc.
Volunteer Center of Riverside County
STAFF
Riverside County
Da .a .nl of Public Soda) Services
4060 County Circle Drive
Riverside, CA 92503
(951) 358 -5617
Fax (951) 358 -7755
4 CIA, V9
June 3, 2009
HOPE (Helping Our People in Elsinore) ,
29885 2nd street Units R & S
Lake Elsinore, CA 92532
RE: EFSP ARRA 2009 Award
Dear EFSP Applicant:
The Riverside County Emergency Food and Shelter Program (EFSP) Designated
Local Board (DLB) has completed the selection process of proposals submitted
for the EFSP ARRA 2009 funding.
After careful review of all the applications,
the following amount has been granted to your organization:
Region B
Funded Amount: 06.352.00
7
Hot/Cold Meals:
$0.00
Food Distribution:
$13,736.00
Food Vouchers:
$0.00
Mass Shelter:
$0.00
Motel Vouchers:
$981.00 "
Rental Assistance:
$1,635.00
Administrative Costs:
$0.00
The process used to determine the selected agencies was very detailed. The
scoring and ranking committee scored each application based on the priorities
identified in the EFSP ARRA 2009 Request for Proposals. The grant amount is
based on the eligible amounts requested by your organization and the percentage
of total available points awarded to your organization.
The spending period for ARRA funding is: April 1— October 31, 2009.
As a reminder, Local Recipient Organizations receiving funds under Phase 27
must consider the total of Phase 27 and ARRA funding in complying with EFSP
audit and Lobbying Certification requirements.
CC November 10, 2009 Item No. 11
Page 29 of 126
A
NS
ES
T
T
S
Form 990
Department of the Treasury
Internal Revenue Service
A For the 2007 calendar
B Check if Please
applicable:
Aaarase mange use IRS
label or
Name change print Or
Ininalreturn fie.
See
Termination Specific
Instruo-
Amended return fiOng.
Application pending • e1
G
J
K
L
R
E
V
E
N
U
E
Return of Organization Exempt From Income Tax .
Under section Sot(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black
lung benefit trust or private foundation)
3 Organl2abon may have t0 use a ennv of 1hi.....e
or tax year beglnnh
Name of organization
LPING OUR F
Vum ber and street (pr P.O.
885
:ity o
KE
15011
110 to
190 of
01 , 2007, and
OF ELSINORE, INC
It deliver. d to street address) F
2ND AVE STE R &
r town, state or country, and zip + 4
ELSINORE CA 92532
a
Webslte: ► N/A
Organlzao in type(-he.k only one) ► 501(c)(3 ) 40 (insert no.) Check here g i at oe
► If the organization is not a 509(a)(3) supporting organization and
its gross receipts are normally not more than $25,000. A return is not required, but 0 the
organization chooses to file a return, be sure to file a complete return.
Add lines 6b, 8b, 9b, and 10b to line
ulv° 3u 2o08
' Gmployer Identification number
Telephone number
951)245 -7510
Acctg. method: Cash Acprual
H & I are not applicable to sec. 527
HW Is this a groLp return foratriliates7
organizations.
❑Yes® No
N(b) It "Yes, "eniernumber of affiliates
►
H(C) Arealla}filiatesincluaea7
(It "Nii, "attach a list. See instructions.)
Yes N o
Hid) Is this a separate return filed
ratm,j I Yes K4 NO
0.0000
M Check ► if- brganization is not required to
780 attach Sch. B (Form 990, 990 -E2, or 990 -PF) .
1 Contributions, gifts, grants, and similar amounts received: rums oatances (See
a Contributions to donor advised funds
b Direct public support (not included on line 1a) 11b
C Indirect public support (not included on line 1a), . , , 291, 53d Government contributions (grants) (not included on line 1a), , , , ,
a Total (add lines 1a through 1d) (cash $ 44, 244
77, 968noncash $ 257, 812)
2 Program service revenue including government fees and contracts (from Part VII, line 93) .
3 Membership dues and assessments , ..
4 Interest on savings and temporary ... . ' . ' ' ' . ' ' ' fr.
p ary cash investments .. ............................... .
5 Dividends and interest from securities ................... .
6a Gross rents
............. ... .... ......
Id Less: rental expenses ........................ . . I....... 6a
c Net rental income or (loss), Subtract line 6b from line 6a , , . , 6b
7 Other investment income (describe ► " " " ... .........
8a Gross amount from sales of assets other (
A) (A) Securities (B) Other Ba Less: cost or other basis & sales expenses
Gain or (loss) (attach schedule) ....... Sb
ec
Net gain or (loss). Combine line 8c, columns (A) and (8) ,
Special events and activities (attach schedule), If any amount is from gaming, check here ►
Gross revenue (not including $
contributions reported on line 1b).. , , of �
Less: direct expenses other than fundraising expenses, . , , , , ,
Net income or (loss) from special events. Subtract line 9b from line 9a9b
Gross sales of inventory, less returns and allowances ........ .
t0a
Less: cost of goods sold ... ".
Gross profit or (loss) from sales of inventory Ob
ry (attach schedule), Subtract line 10b from line 10a
Other revenue (from Part VII, line 103) ............ . ... . ... .
Total revenue, Add lines 1e, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11
P
b
c
d
9
a
to
C
b
C
11
12
13
14
1s
16
18
20
rogram services (from line 44, column (B)) . ............
Management and general (from line 44, column (C))
Fundraising (from line 44, column D '
Payments to affiliates (attach schedule)
Total expenses. Add lines 16 and 44, column (A) .... .
Excess or (deficit) for the year. Subtract line 17 from line 12
Net assets or fund balances at beginning of year (from line 73, column (A))... .
.............
Other changes in net assets or fund balances (attach explanation)
Net aecet80.r�ndti ..............
_ - CC'Nov
le 335, 780
2
3
4
5
6c
7
15
335,780
346,865
346,865
- 11,085
66,465
10, 2009 Item No. 11
Page 30 of 126
H.O.P.E.,Ine.
YTD Comparsion Income Statement
For the Twelve Months Ending June 30, 2009
Revenues
Income, Business Donations $
Income, Church Donations
Income, Grants
Income, Donations Individuals
Income, Service Organizations
Income, Misc.
Income, Fund Raisers
Income, Gift Certificates
Income, NonEvent
In Kind Donations
Donations, Clothing for Kids
Total Revenues
Cost of Sales
Food Purchases
Holiday Food Purchases
Angel Food
EFSP
Total Cost of Sales
Gross Profit
Expenses
- Building Rent
Maintenance Expense
Office Supplies & Expense
Postage
Car Gas/Maint. Expense
Van Insurance
Telephone Expense
Utility Expense
Advertising
Business License
General Insurance
Tax Expense
Contributions
Equipment
Fund Raiser Expense
Toy Distribution Expense
Miscellaneous Expenses
Contingency
Total Expenses
Net Income $
Year to Date
%
Year to Date
'08-'09
2,037.63
'07 -'08
9,616.00
6.18 $
4,514.80
11,153.58
7.17
10,866.75
83,110.79
53.44
44,244.00
30,622.20
19.69
9,736.81
6,531.85
4.20
3,671.09
550.00
0.35
0.25
0.00
0.00
1,844.00
2,640.00
1.70
1,940.00
0.00
0.00
1,150.00
10,164.00
6.54
10,164.00
1,137.00
0.73
0.00
155,525.42
100.00
88,131.70
51,809.95
33.31
45,047.89
5,105.29
3.28
1,300.00
692.00
0.44
0.00
9,240.55
5.94
0.00
66,847.79
-- ------
42.98
-
46,347.89
-- ---- --
88,677.63
57.02
41,783.81
25,044.00
16.10
5,840.00
3.76
2,037.63
1.31
1,050.40
0.68
9,820.36
6.31
2,297.90
1.48
1,988.53
1.28
8,796.65
5.66
2,708.95
1.74
25.00
0.02
(119.82)
(0.08)
398.37
0.26
120.00
0.08
100.00
0.06
0.00
0.00
785.00
0.50
1,153.05
0.74
1,140.69
0.73
63,186.71
40.63
25,490.92
16.39 $
If
25,044.00
2,417.48
2,199.91
642.36
3,844.06
1,023.15
1,301.05
8,399.11
110.00
25.00
0.00
441.38
0.00
0.00
617.90
0.00
1,350.00
185.00
47,600.40
AU{MLtJT VI - C-
Pagel
%
5.12
12.33
50.20
11.05
4.17
0.00
2.09
220
1.30
11.53
0.00
.l 1A
51.11
1.48
0.00
0.00
52.59
47.41
28.42
2.74
2.50
0.73
4.36
1.16
1.48
9.53
0.12
0.03
0.00
0.50
0.00
0.00
0.70
0.00
1.53
0.21
54.01
(5,816.59) (6.60)
_- ___. -. -. n..... ----n ,.. CC November 10, 2009 Item No. 11
Page 31 of 126
Cost of Sales
Food Purchases
H.O.P.E., Inc.
50,000.00
1.04
Income Statement
5,10529
0.00
For the Twelve Months Ending June 30, 2009
Angel Food
692.00
Year to Date
Yearly
Percentage
9,240.55
Actual
Budget
Total Cost of Sales
Revenues
50,000.00
1.34
Gross Profit
Income, Business Donations
$ 9,616.00 $
10,000.00
(0.96) .
Income, Church Donations
11,153.58
12,500.00
(0.89)
Income, Grants
83,110.79
65,000.00
(1.28)
Income, Donations Individuals
30,622.20
12,500.00
(2.45)
Income, Service Organizations
6,531.85
2,000.00
(3.27) '
Income, Misc.
550.00
0.00
0.00
Income, Fund Raisers
0.00
10,000.00
0.00
Income, Gift Certificates
2,640.00
0.00
0.00
In Kind Donations
10,164.00
12,000.00
(0.85)
Donations, Clothing for Kids
1,137.00
0.00
0.00.
Total Revenues
155,525.42
124,000.00
(1.25)
Cost of Sales
Food Purchases
51,809.95
50,000.00
1.04
Holiday Food Purchases
5,10529
0.00
0.00
Angel Food
692.00
0.00
0.00
EFSP
9,240.55
0.00
0.00
Total Cost of Sales
66,847.79
50,000.00
1.34
Gross Profit
88,677.63
74,000.00
(1.20)
Expenses
Building Rent
25,044.00
25,000.00
1.00
Maintenance Expense
5,840.00
3,000.00
1 1.95
Office Supplies & Expense
2,037.63
2,000.00
1.02
Postage
1,050.40
1,000.00
1.05
Car Gas/Maint. Expense
9,820.36
3,000.00
3.27
Van Insurance
2,297.90
2,000.00
1.15
Telephone Expense
1,988.53
2,000.00
0.99
Utility Expense
8,796.65
12,000.00
0.73
Advertising
2,708.95
0.00
0.00
Business License
25.00
0.00
0.00
General Insurance
(119.82)
2,000.00
(0.06)
Tax Expense
398.37
1,000.00
0.40
Contributions
120.00
0.00
0.00
Equipment
100.00
0.00
0.00
Fund Raiser Expense
0.00
3,000.00
0.00
Toy Distribution Expense
785.00
0.00
0.00
Miscellaneous Expenses
1,153.05
0.00
0.00
Contingency
1,140.69
2,000.00
0.57
Capital improvement Expense
0.00
5,000.00
0.00
Total Expenses
63,186.71
63,000.00
1.00
Net Income
$ 25,490.92 $
11,000.00
(2.32)
Pagel
,. ------ --- .._____ _,.. CC November 10, 2009 Item No. 11
Page 32 of 126
Current Assets
Cash In Bank -Pantry
Cash In Bank - Commodities
Cash In Bank - Homeless
Cash in Bank - Clothing for Kids
Gift Certificates/Petty Cash
2nd Harvest Deposit
Petty Cash - CFK
Total Current Assets
Property and Equipment
Trucks & Vans
Equipment
Accumulated Depreciation
Total Property and Equipment
Other Assets
Inventory
Total Other Assets
Total Assets
Current Liabilities
Total Current Liabilities
Lone -Term Liabilities
Total Long -Term Liabilities
Total Liabilities
Capital
Beginning Retained Earnings
Retained Earnings
Net Income.
Total Capital
Total Liabilities & Capital
H.O.P.E., Inc.
Balance Sheet
June 30, 2009
'08 -'09 BALANCE '07 -'08 BALANCE
ASSETS
$ 25,216.52
8,374.33
2,501.07
0.00
450.66
0.00
1,706.34 -
56934 -
308.46
348.46
27.04
27.04
250.00
250.00
30,460.09
- 9,569.17
27,897.75
23,297.75
19,484.78
19,484.78
(12,454.00)
(12,454.00)
34,928.53
30,328.53
20,750.00
20,750.00
20,750.00
20,750.00
$ 86,138.62
60,647.70
LIABILITIES AND CAPITAL
0.00
0.00
0.00
0.00
0.00
0.00
$ 12,507.55
12,507.55
48,140.15
53,956.74
25,490.92
(5,816.59)
86,138.62
60,647.70
$ 86,138.62
60,647.70
n - - - -- ACC November 10, 2009 Item No. 11
Page 33 of 126
Helping Our People in Elsinore, Inc.
ASSEMBLY OF VOTING MEMBERS
October 20, 2009
RECORDED NU UTES OF SPECIAL MEETING
Chairman, Ron Hewison, called a special meeting of the ASSEMBLY OF
VOTING MEMBERS of Helping Our People in Elsinore, Inc. (H.O.P.E.) to
order on Tuesday, October 20, 2009 at 10:00 a.m.
The purpose of the special meeting was to approve Ron Hewison, Chairman, to submit
the completed CDBG applications for fiscal year 2010 -2011 to Riverside County,
Economic Development Agency and The City of Lake Elsinore.
The Chairman entertained a motion of approval. The following motions were made
and seconded:
We, the voting members present of H.O.P.E., Inc. approve Ron Hewison to be
the authorized signer for H.O.P.E., Inc., of the CDBG applications for FY 2010-
2011
We further confirm that Ron Hewison, Chairman is authorized to accept; on
behalf of H.O.P.E. any funding that may be granted through this application.
After a brief discussion, the motions passed by unanimous votes of those present.
The Assembly also confirmed there continues to be no paid staff at H.O.P.E.
Respectfully submitted,
Joanne Riley, Secretary
CC November 10, 2009 Item No. 11
Page 34 of 126
COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING REQUEST PACKET
BOYS AND GIRLS CLUB
OF SOUTHWEST COUNTY
CC Novanber 10, 2069 (twr
PagF 35 of .. (i
COUNTY OF RIVERSIDE
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM 2010- 2011
APPLICATION FORM
I.
II.
GENERAL INFORMATION:
Applying Entity or Agency: Boys & Girls Clubs of Southwest County — Alberhill Ranch Clubhouse
Location: 3711 NichQls Road.
City: Lake Elsinore CA Zip Code: 92510
Mailing Address: P n u ^Y u97349 ep ecpla CA Zip Code: 97589
Telephone Number: (95 1) 699 1576 Fax Number: (951) 09-4223 —
Executive Director: n9ichelle Arellano Title: CEO
Telephone Number:95t 699 -1576 E- mail: Minhellenghgrsw^rg_
Program Manager: Rhonda Guaderrama Title: Director of Operations
Telephone Number: 951-699-1596 E-mail: RhondqgAbgvmc.nrg_
Address (If different from above):
Grant Writer: Rhonda Guaderrama Title: Director of Operations
Telephone Number: 951 -699 -1576 E -mail:
ORGANIZATIONAL HISTORY: (This is applicable only if you are a non -profit organization).
Date Organization founded: 1990
Date Organization incorporated as a non -profit organization: Sep }pmber 4 1990
Federal identification number: 33-0475756
State identification number: 1671809
Number of paid staff: 80 Number of volunteers: 500
ATTACH: Current Board of Directors (Label as Attachment II.1)
Articles of Incorporation and By -Laws (Label as Attachment II.2)
26
III. PROJECT ACTIVITY:
CDBG Funds Requested: $ 't0,000 (total amount for the project only)
Where will the proposed activity occur (be specific as to the geographic scale of the proposed activity)?
If the project involves a nmv or existing facility, what is the proposed service /benefit area for the
facility? (Attachment M. Project Activity.t)
❑ Countywide (check it project will serve multiple districts and /or cities).
City(ies) Lake Elsinore
( ornmunity(ies) All
Regions
Other
What Supervisorial District does the activity occur within? Region I
NOTE: FDA will make the final determination of the appropriate service area of all proposals.
Check ONLY the applicable category your application represents.
❑ Real Property Acquisition ® Public Service ❑ Housing
❑ Rehabilitation /Preservation (please provide picture of structure)
❑ Public Facilities Improvements (construction)
Other: (provide description)
IV. PROJECT NARRATIVE:
A. Name of Project: - -The Learn Connection -
Specific Location of Project (include street address; if a street address has not been assigned
provide APN):
City: Lake Elsinore, CA Zip Code: 92530
/:lm
Attach maps of proposed project(s) location and service area.
B. Provide a detailed Project Description. The description should only address or discuss the
specific activities, services, or project that is to be assisted with CDBG funds. If CDBG funds
will assist the entire program or activity, then provide a description of the entire program or
activity. (Attach additional sheets if necessary — Attachment IV.B.Project Description):
2
CC November 10, 2009 Item No. 11
The Boys & Girls Clubs of Southwest County is requesting a $30,000 grant to support the before &
after school program provided at our Alberhill Ranch Clubhouse for underserved youth in the City of
Lake Elsinore. The funding will be used for a scholarship program designed to help families in need.
The Club provides enriching programs, sports leagues and transportation services for youth grades 1 —
8. The facility is open from 6:30 AM to 7:00 PM, Monday through Friday. The grant will provide
scholarships for 25 — 35 low- income children (depending on individual financial need) for a whole
year. The grant will also provide 1,500 service unit hours to these low- income youth that might
otherwise be spent unattended at home.
The City of Lake Elsinore in Riverside County is one of the fastest growing cities in the state of
California. According to a study by economist Jon Husing, from 1990 -2004, Lake Elsinore grew from
18,316 to 35,358 residents, a gain of 93.0 %. According to the State of California Department of
Finance, as of 2008 the population was estimated to be 50,267, of which 36% are children 18 and
younger. This growth has outpaced available youth resources. The Boys & Girls Clubs of Southwest
County helps to fill the gap in youth programming and services by offering affordable and accessible
services to youth and families.
The Lake Elsinore Unified School District serves almost 22,000 children. Today after school, those
students in Lake Elsinore will leave campus and some will go home to a parent, some will go to an
after- school program but the vast majority will go it alone. Research from the Department of Justice
shows that the numbers of youth - related crime doubles between 3:00 and 8:00 pm. During these
unsupervised hours, our youth are at risk facing challenges such as violence, access to drugs, alcohol
and sexual activity. As the economy has declined, the Boys & Girls Clubs of Southwest County has
seen more stay -at -home parents go back to work and more families who are unable to afford the cost of
other after - school programs.
Our youth development strategy, B.U.I.C, is incorporated into all programs and activities offered by the
Clubs. When successfully implemented youth will develop a sense of Belonging, a sense of
Understanding, a sense of Influence and a sense of Competence. Daily educational activities focus on
personal development and building self esteem. Activities are offered in the following core areas:
Character and Leadership, the Arts, Health and Life skills, Education and Technology and Sports and
Recreation. These activities develop skills in getting along with others, problem solving,
communications, goal setting, and decision - making. They are designed to give young people the sense
that they can do something well; are competent and have individual worth. Through social and
recreational activities, members have fun while acquiring self - confidence and skills in developing
interpersonal relationships.
Our teen participation activities include career exploration, money management, decision making
skills, public speaking, discussing and debating important issues such as drugs, premature sexual
activity and alcohol abuse prevention, and publishing a Club newsletter. In addition, teens are given
many opportunities to develop their leadership skills by participating in Torch or Keystone Clubs and
being active in service learning activities at the Club and throughout the community.
The Learning Connection also provides the tools that children need to be successful:
a. A safe place to learn and grow.
b.Ongoing relationships with caring, adult professionals.
c. Life - enhancing programs and character development experiences.
d. Positive self - identity.
e. Community and civic involvement.
f Health and well- being.
The Learning Connection program is supportive of our agency's mission statement, to inspire and
enable all youth to realize their full potential as productive, responsible and caring citizens by
providing stimulating and challenging programs through interactions with dedicated, caring people.
3
CC November 10, 2009 Item No. 11
C. Provide a detailed description of the proposed use of the CDBG funds only (e.g. client
scholarships, purchase a specific piece of equipment, rent, supplies, utilities, salaries, etc.):
The Boys & Girls Clubs of Southwest County is requesting a grant to provide much needed before &
after school programming to underserved youth from Lake Elsinore. The funding will be used to provide
financial scholarships to families in need. The grant will provide scholarships for 25 — 35 low- income
children (depending on individual financial need) for a whole year. The grant will also allow the Boys &
Girls Clubs to provide approximately 1,500 program service hours per month to Riverside County low -
socioeconomic youth at our Alberhill Ranch Clubhouses.
Current funding is not sufficient to meet the increased demand for our services in light of the current
economic slowdown and housing crisis. Over the past year, the Boys & Girls Clubs of Southwest County
has seen a 25% increase in families eligible for scholarships and we anticipate similar numbers next year.
This funding is critical as we continue to respond to the increased need for affordable before and after
school care.
D. Outcomes and Performance Measures
30
Number of clients or units of service to be provided using CDBG funds during the term of
the grant: 30
NOTE: This is based on the expected number of clients to be served if the County funds
your project for the requested amount.
Length of CDBG- funded activities or service (weeks, months, year): 1 year
Unduplicated number of clients /persons projected to serve (e.g., 25 clients, 50 seniors)
Units of service (Example: 25 clients x 10 visits = 250 units of service)
Service will be provided to (check one or more):
❑ Men ❑ Women ® Children ❑ Men /Women
❑ Men /Women /Children ❑ Families
❑ Seniors ❑ Severely Disabled Adults Range of children's ages 6 -18
❑ Migrant Farm Workers ❑ Homeless
Number of beds of flaciiity
Anticipated number of "new" beds
Length of stay (if residential facility)
E. What are the goals and objectives of the project, service, or activity? How will you measure
and evaluate the success of the project to meet these goals and objectives (measures should
be both qualitative and quantitative)?
The Learning Connection before and after school program was developed to meet the needs of the
Lake Elsinore community by addressing the problem of "latch key" youth. The Boys & Girls Clubs
help to fill the gap in youth programming and services by providing easily accessible and affordable
before and after school care. Providing scholarship assistance allows us to provide care for families
in need regardless of their ability to pay for services. Adequate before and after - school programs
rd
CC November 10, 2009 Item No. 11
allow parents to enter and remain in the workforce. Beyond the obvious economic impact to parents
is the peace of mind that comes with knowing that their children are in a safe, positive place. .
The primary reason for children being home alone after school is lack of access to convenient, safe
facilities at a reasonable cost. The Lake Elsinore Clubhouse transports approximately 90 youth to
and from school daily. Last year, the Lake Elsinore Clubhouse served more than 1,100 members
and provided outreach to more than 600 youth.
Approximately 80% of the Club members enrolled in before & after school programs receive
scholarship assistance which allows them to come to the Club, participate in programs, access our
transportation services or play sports. All other participants are also subsidized as the cost per child
is over $350.00 per month and the organization charges $300.00 per month. The participant subsidy
funds come from fund raisers, grants and community contributions received by the Boys & Girls
Clubs of Southwest Comity. The need for scholarship assistance in Lake Elsinore is great and we
will continue to turn no child away.
The Boys & Girls Clubs of Southwest County's Alberhill Ranch Clubhouse will use sign -in sheets
to track attendance and participation in specific activities. Our Web -based KidTrax data
management system is used to track enrollment and average daily attendance of youth at our
clubhouses. In addition, we conduct pre and post surveys in all core BGCA programs. This will
help us to track changes in behavior, skill and knowledge as a result of participation in our
programs. Information collected in the surveys will be used to improve our effectiveness, to report
to our Board of Directors, funders and supporters.
Discuss how this oroiect directly benefits low- and moderate- income residents.
The funds requested from the Community Development Block Grant would be used only to
provide scholarships for those children whose families are unable to afford the full cost of before
and after school programs and athletic leagues. The Lake Elsinore CDBG grant would be used for
Lake Elsinore residents who are not covered by any other funding source.
G. Respond to A & B only if this application is for a public service project.
(a) Is this a NEW service provided by your agency? Yes NOJ_
(b) If service is not new, will the existing public service activity level be substantially
increased or improved?
The funding will allow for additional scholarship funding at the Alberhill Ranch Clubhouse
located in Lake Elsinore.
H. What methods will be used for community involvement to assure that all who might benefit
from the project are provided an opportunity to participate?
The Boys & Girls Clubs of Southwest County uses innovative recruitment and referral programs
to attract low income and /or at risk youth to the Club. Our partnership with the Lake Elsinore
Unified School District allows us to distribute flyers advertising our programs and services at
Lake Elsinore Schools. The Boys & Girls Clubs of Southwest County's Lake Elsinore Clubhouse
has developed a network with other non - profits, schools, law enforcement and other community
organizations which help us to recruit new members and attract supporters. Throughout the year,
CC November 10, 2009 Item No. 11
V.
Club staff participate in community outreach activities including Rotary's Oktoberfest, Winterfest
and Christmas Tree Lane. The Boys & Girls Clubs of Southwest County will also market the
program via radio, print, television and Internet media.
I. What evidence is there of a long -term commitment to the proposal? Describe how you plan
to continue the work (project) after the CDBG funds are expended?
The Boys & Girls Clubs of Southwest County has been servicing the under- served youth of
Riverside County for 18 years. The Lake Elsinore facility opened in late 2006 and currently
serves an average of 100 children per day and 2,500 per month. Of those youth, 25% come
from single parent households and 58% qualify for a free or reduced lunch. The Boys &
Girls Clubs of Southwest County has continued to expand . its operations each and every
year since 1990 going from serving a few dozen youth in 1990 to more than 8,000 in 2008.
Two new Clubhouses have opened in the past four years allowing us to serve additional
youth. The Boys & Girls Clubs of Southwest County is currently in the permit phase in the
construction of a new Clubhouse in the French Valley community in 2010.
The Boys & Girls Clubs will support this project will continue after the CDBG funds are
expended by conducting different fundraising activities throughout the community
including the Field of Dreams event held each year at the Storm
All CDBG- funded activities must meet at least one of three National Objectives of the CDBG
program. Indicate the category of National Objective to be met by your activity:
CATEGORY 1: Benefit to low - moderate income persons (must be documented).
Please choose either subcategory A, B, or C.
A. Area Benefit:
The project or facility serves, or is available to, all persons located within an area where at least
51% of the residents are low /moderate - income. This determination is based upon 2000 Census
data. If you need assistance in determining the appropriate census data, please call EDA.
Census Tract and block group numbers:
CT
L•ie'
m
CT BG CT BG
CT BG
CT.
# Total population in Census Tract(s) / block group(s)
m
# Total low- moderate population in Census Tract(s) / block group(s)
B. Limited Clientele:
The project serves clientele that will provide documentation of their family size income and
ethnicity. Identify the procedure you currently have in place to document that at least 51% of
the clientele you serve are low- moderate income persons.
The Boys & Girls Clubs of Southwest County's Alberhill Ranch Clubhouse will document need by
using the "B" Limited Clientele Method. The Boys & Girls Clubs of Southwest County's Alberhill
No. 11
Ranch Clubhouse will require income verification at the time of application for a scholarship. We
will require a copy of the last two current pay stubs and a copy of the previous year's federal tax
return, verification of social services benefits and a letter of need. We will use the County of
Riverside's financial guidelines for the CDBG Program (as prescribed through the EDA) and
require current CDBG paperwork to be completed at the time of application. This information will
be updated at least once per year for all participants.
C. Clientele presumed to be principally low- and moderate - income persons:
The following groups are presumed by HUD to meet this criterion. You will be required to
submit a certification from the client (s) that they fall into one of the following presumed
categories.
The activity will benefit (check one or more)
❑ Abused children
❑ Battered spouses
❑ Elderly persons
❑ Severely disabled adults
Describe your clientele to be served by the activity.
❑ Homeless persons
❑ Illiterate adults
❑ Persons living with AIDS
❑ Migrant Farm workers
CATEGORY 2: Prevention or Elimination of Slums and Blight: The proposed project or
activity must directly benefit an identified slum and blighted area.
Is the project located in a Redevelopment Area? Yes NoX
If yes, attach map of the area with the site highlighted, and provide the Redevelopment Project Area
(excerpts accepted) which documents the existence of slum /blight. Also, document the specific
redevelopment objectives pertaining to the proposed project. (Label attachments: V Category 2,
Exhibit 1, 2, etc.) NOTE: this National Objective Category must be approved by EDA in
writing prior to the submittal of your application.
CATEGORY 3: Documented Health or Safety Condition of Particular Urgency:
Condition shall have been of recent (18 months) origin and must be designated by the Board of
Supervisors. Provide documentation which demonstrates the health or safety condition has existed
within the previous 18 months. (Label attachments: V Project Benefit, Category 3, Exhibit 1, 2,
etc.) NOTE: this National Objective Category must be approved by EDA in writing prior to
floe submittal of your application.
VI. FINANCIAL INFORMATION:
A. Proposed Project Budget
Complete the following annual program budget to begin July 1, 2010. If your proposed CDBG-
funded activity will start on a date other than July 1, 2009, please indicate starting date. If these
7
CC November 10, 2009 Item No. 11
budget line items are not applicable to your activity, please attach an appropriate budget. Provide
total Budget information and distribution of CDBG funds in the proposed budget.
The budgeted items are for the activity for which you are requesting CDBG funding - not for the
budget of the entire organization or agency. (EXAMPLE: The Valley Senior Center is requesting
funding of a new Senior .Mdritional Pn gram. l -he total cost of the program is $15,000. A total of
$10,000 in CDBG funds is being requested for operating expenses associated with the proposed
activi - Other non -CDBG funding will be used to pay pick -up the remaining; costs for the
program).
100% of funding will be used for scholarships for low- income children.
TOTAL ACTIVITY/
PROJECT BUDGET
(Include CDBG Funds)
1. Personnel
A. Salaries & Wages $
B. Fringe Benefits $
C. Consultants & Contract Services $
SUB -TOTAL $
IL Non - Personnel
A. Space Costs $
B. Rental, Lease or Purchase of
Equipment %
C. Consumable Supplies $
D. Travel $
E. Telephone S
F. Other Costs 100,000
SUB - TOTAL: $
111. Architectural /Engineering Design %
IV. Acquisition of Real Property
V. Construction /Rehabilitation
VI. Indirect Costs
$
TOTAL: $100,000
CDBG FUNDS
REQUESTED
$
S
%30,000
$
$�p,nnn
CC November 10, 2009 Item No. 11
B. Leveraging
Identify other funding sources (commitments or applications) from other sources to assist in the
implementation this activity. Attach current evidence of commitment (Attachment VI -B,
Exhibits 1, 2, etc.). If commitments are pending, indicate amount requested and attach
documentation regarding previous year's funding.
Amount Date Type of
Funding Source Requested Available Commitment
United Way $35,918.39 7/1/09- 6/30/10 1 year
C. Provide a summary by line item of your organization's previous year's income and expense
statement. (Attachment VI -C, Exhibits 1, 2, etc.)
D.
Please see attachment of our 2007 audit, our 2008 audit will not be available until 10/30/09 and
will be submitted as soon as possible.
D. If this project benefits residents of more than one community or jurisdiction, have requests been
submitted to those other jurisdictions?
Yes No _X
If yes, identify sources and indicate outcome.
If no, please explain
Separate CDBG requests are made for clubs located in other cities. This project is specifically
for the Lake Elsinore site.
E. Was this project previously funded with CDBG funds? Yes —X--No
If yes, when?
The project was originally funded in 2006 by the City of Lake Elsinore. The Lake Elsinore
funding was continued from 2007 -2009.
Is this activity a continuation of a previously funded (CDBG) project? Yes X No _
If yes, explain: The Learning Connection is and ongoing program of the Boys & (Girls Chubs of
Southwest County. The organization is committed to providing financial scholarships to all
families in need.
VII. MANAGEMENT CAPACITY:
A. Describe your organization's experience in managing and operating project or activities funded
with CDBG or other Federal funds. Include within the description a resource list (partnerships)
in addition to the source and commitment of funds for the operation and maintenance of the
program.
Amount
CC November 10, 2009 Item No. 11
Source Activi Year Allocation Expended
CDBG Learning Connection 1995 — 2009 $5,000 - $25,000 /year /city or county
All (grants are generally expended within 6 months)
No Other Federal Funds
Other Formal Partners of The Learning Connection include the United Way of the Inland
Valleys
All other Funds are raised by the Organization
B. Management Systems
Does your organization have written and adopted management systems (i.e, policies and
procedures) including personnel, procurement, property management, record keeping,
financial management, etc.?
The Boys & Girls Clubs of Southwest County has a strong organizational infrastructure to
support the organization's programs and initiatives. There are written policies and procedures
in place for all organizational operations. The organization employees a full -time CFO and all
agency finances are reviewed monthly by the Board of Directors.
The Club has been providing programming since 1991. Funding for the Boys & Girls Club is
a mixture of program fee income, grants, event income and private donations.
C. Capacity:
Please provide the names and qualifications of the person(s) that will be primarily responsible
for the implementation and completion of the proposed project. Provide a detailed
organizational chart (Attachment VII -C, Exhibits 1, 2, etc.)
Please see Attachment VII -C, Exhibits 1 & 2
D. Should the applying entity be awarded CDBG funds, please identify the primary project
objectives and goals using an Estimated Timeline for Project Implementation:
OBJECTIVE START DATE COMPLETION DATE
Scholarships for low income July 1", 2010 June 30`x', 2011
children to attend our before and
after school program and summer,
winter and spring break camp.
10
CC November 10, 2009 Item No. 11
APPLICATION CERTIFICATION
Undersigned hereby certifies that (initial after reading each statement and sign the document):
M` 1. The information contained in the project application is complete and accurate.
2. The applicant agrees to comply with all Federal and County policies and requirements
imposed on the project funded in full or part by the CDBG program.
3. The applicant acknowledges that the Federal assistance made available through the
CDBG program funding will not being used to substantially reduce prior levels of local,
p� (NON -CDBG) financial support for community development activities.
1 # 4. The applicant fully understands that any facility built or equipment purchased with
CDBG funds shall be maintained and /or operated for the approved use throughout its
economic life.
DATE,
Signatt
5. If CDBG funds are approved, the applicant acknowledges that sufficient funds are
available or will be available to complete the project as described within a reasonable
timeframe.
6. On behalf of the applying organization, I have obtained authorization to submit this
application for CDBG funding. (DOCUMENTATION ATTACHED Minute Action
and /or written Board Approval signed by the Board President).
Print Name /Title
Authorized Representative:
�'e- gj L -'tv 0 'i-o
11
CC November 10, 2009 Item No. 11
Applicant's Check -list:
The following required documents listed below have been attached. Any missing documentation to the
application will be cause for the application to be reviewed as INELIGIBLE.
Yes
NO
ATTACHMENT
®
❑
1.
Board of Directors
®
❑
2.
Articles of Incorporation and Bylaws
®
❑
3.
Project Activity Map
❑
❑
4.
Project Description - Included in body of the application
❑
❑
5.
Project Benefit, Category 2. Slum Blight Documentation
❑
❑
6.
Project Benefit, Category 3, Urgency
®
❑
7.
Leveraging
®
❑
8.
Income and Expense Statement
®
❑
9.
Management Capacity
®
❑
10.
Board Written Authorization approving submission of application
lip)
CC November 10, 2009 Item No. 11
PHIM 4S 111 1 IN
Index of attachments
Board of Directors
Articles of Incorporation and by -laws
Project Activity Map
Leveraging commitment
Income /Expense Statement
Capacity — qualifications
Organizational chart
Board approval of application
Attachment 11.1
Attachment 11.2
Attachment III
Attachment VI -B
Attachment VI -C
Attachment VII -C, exhibit 1
Attachment VII -C, exhibit 2
Attachment VIII
CC November 10, 2009 Item No. 11
Page 49 of 126
Attachment III - 1
Map of Proposed Service Area
Boys & Girls Clubs of Southwest County's Alberhill Ranch Clubhouse
3711 Nichols Road
Lake Elsinore, CA 92530 r�----I
MAPOWE5t o�J aeoo t
s
i
tr {
17
F
01
nl III
'
ll 41
f
mj
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ti
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0 2W dpSUet inc 018.% rta t' 2446NOTEP
CC November 10, 2009 Item No. 11
Page 50 of 126
Attachment VI -B
United Way of the Inland Valleys
May 29, 2009
Michelle Arellano
Boys & Girls Clubs of Southwest County
P.O. Box 892349
Temecula, CA 92589
Subject: 2009/2010 Base Support Funding Award
Dear Michelle:
As you are aware, the economic crisis has hit our communities hard. With double digit unemployment, and
one of the highest foreclosure rates in the country, Riverside County has suffered tremendously. Although
we are proud to report the 2008 Campaign is estimated to be the same as last year at approximately
$4,008,830, designations have increased and the unrestricted dollars available for Base Support funding
have decreased.
Therefore, the unrestricted dollars available for the 2009/2010 Base Support Funding, is 29.81 % less than
the total a. jaunt our member agencies are eligible to receive. The Board of Directors has approved this
decrease to be applied equally among the agencies eligible for Base Support funding this year after
penalties have been deducted. (No Priority Venture grants will be funded.)
Below is an overview of the funding your agency will receive for the 200912010 funding cycle:
Amount Applied for Capacity Building:
Penalties Received:
$51,174
Late Financials /Audit/Annual Report: (10 %) - 0
Incomplete Application: (10 %) - 0
Not submitted by extension deadline (10 %) - 0
Other: (5 %) - 0
Total eligible: $51,174
Less 29.81 % -
Total 2009120108ase Support Funding Approved for Capacity Building:
$15,255.61
$35,918.39
HOME OFFICE: 6215 River Crest Dr., Suite B, Riverside, CA 92507 • Office: 951.697.4700 • Fax: 951.656.8210
SOUTHWEST COUNTY OFFICE: 41785 Elm St., Suite 306, Mumeta, CA 92562 •CFfffi '9f!A� .r1JA 2P.W9�1 t 51311
E -MAIL: unitedway @uwiv.org • WEBSITE: www.uwiv.org Page 51 of 126
Attachment VI -C
Exhibit 1
BOYS AND GIRLS CLUBS
OF SOITHWEST COUNTY
(A Calif ornia3'' ublic Benefit Corporation)
AUDIT REPORT
December 31, 2007
A Profrssionol
Aaewntowy C:orpowtion
CC November 10, 2009 Item No. 11
Page 52 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
(A CALIFORNIA PUBLIC BENEFIT CORPORATION)
AUDIT REPORT
December 31, 2007
CONTENTS
Independent Auditors' Report ....................... ...............................
Statement of Financial Position ...................... ...............................
Statement of Activities .................................... ...............................
Statement of Cash Flows ................................. ...............................
Statement of Functional Expenses ................. ...............................
Notes to the Financial Statements ................. ...............................
Page
CC November 10, 2009 Item No. 11
Page 53 of 126
A professional
Accomtoncg Corpomtimt
Jeff Nigro, CPA
Elizabeth Nigro, CPA
Christy White, CPA
Mt1RRiETA OFFICE
PH: 1151,698,8783
FAX. 951,699, 106 4
25090 Jefferson Avenue
Murrieta, CA 92502
SAN DIEGO OFFICE.
PH- 619.270.8222
FAX; 619.260.9085
2727 Camino Del Rio S.
-Suite 219
San Diego, CA 92108
MEMBERS OF
-American fnstltute of CPAs
• California Society oP CPAs
• California Association of
School Business Officials
• Community Associations
Institute
WEBSITE
wnw.nnwcpa.com
Lkenxa by the Cntifo, nia
Boom of Arcournnntiy
Board of Directors
Boys and Girls Clubs of Southwest County
Temecula, California
INDEPENDENT AUDITORS' REPORT
We have audited the accompanying statements of financial position of Boys and
Girls Clubs of Southwest County (A California Public Benefit Corporation) as of
December 31, 2007, and the related statement of activities and cash flows for the
year then ended. These financial statements are the responsibility of Boys and Girls
Clubs of Southwest County's management. Our responsibility is to express an
opinion on these financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted
in the United States of America. Those standards require that we plan and perform
the audit to obtain reasonable assurance about whether the financial statements are
free of material misstatement. An audit includes consideration of internal control
over financial reporting as a basis for designing audit procedures that are
appropriate in the circumstances, but not for the purpose of expressing an opinion
on the effectiveness of the Club's internal control over financial reporting.
Accordingly, we express no such opinion. An audit also includes examining, on a
test basis, evidence supporting the amounts and disclosures in the financial
statements, assessing the accounting principles used and significant estimates made
by management, as well as evaluating the overall financial statement presentation.
We believe that our audit provides a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly, in all
material respects, the financial position of Boys and Girls Clubs of Southwest
County as of December 31, 2007, and the change in its net assets and its cash flows
for the year then ended in conformity with accounting principles generally accepted
in the United States of America.
Murrieta, California
November 8, 2008
1
CC November 10, 2009 Item No. 11
Page 54 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Statement of Financial Position
December 31, 2007
ASSETS
Current Assets
Cash
Investments
Accounts receivable
Pledges receivable (Net of uncollectible amounts)
Grants receivable
Prepaid expenses
Total Current Assets
Fixed Assets (Net of accumulated depreciation)
Total Capital Assets
$ 465,723
106,770
55,792
2,196,143
33,727
44,949
2,903,104
3,324,683
3,324,683
TOTAL ASSETS $ 6,227,787
LIABILITIES AND NET ASSETS
LIABILITIES
Current Liabilities
Accounts payable
$ 197,259
Accrued expenses
64,972
Line of credit
150,000
Vehicle loans - current portion
34,347
Notes payable - current portion
23,070
Total Current Liabilities
469,648
Long Term Liabilities
Vehicle loan
18,197
Notes payable
95,959
Total Long Term Liabilities
114,156
TOTAL LIABILITIES
583,804
NET ASSETS
Unrestricted
3,029,169
Temporarily restricted
2,614,814
TOTAL NET ASSETS
5,643,983
TOTAL LIABILITIES AND NET ASSETS
$ 6,227,787
See accompanying notes to financial statements.
7
CC November 10, 2009 Item No. 11
Page 55 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Statement of Activities
Year Ended December 31, 2007
TOTAL REVENUES, GAINS,
Temporarily
AND OTHER SUPPORT
Unrestricted
Restricted
Total
REVENUES, GAINS, AND OTHER SUPPORT
EXPENSES
Membership income
$ 61,025
$ -
$ 61,025
Pledge income
-
381,260
381,260
Donations
241,609
-
241,609
Indirect contributions (United Way)
10,070
-
10,070
Grant income
965,793
-
965,793
Fundraiser income
689,558
-
689,558
Program service fees
898,091
-
898,091
Interest income
2,773
-
2,773
Realized gain on sale of stock
-
15,404
15,404
Miscellaneous income
17,060
-
17,060
TOTAL REVENUES, GAINS,
AND OTHER SUPPORT
2,885,979
396,664
3,282,643
EXPENSES
Program services -
2,683,212
-
2,683,212
Supporting services
Management and general
1,062,487
-
1,062,487
Fundraising
412,306
-
412,306
TOTAL EXPENSES
4,158,005
-
4,158,005
CHANGE IN NET ASSETS
(1,272,026)
396,664
(875,362)
NET ASSETS AT BEGINNING OF YEAR
4,301,195
2,218,150
6,519,345
NET ASSETS AT END OF YEAR
$ 3,029,169 $
2,614,814 $
5,643,983
See accompanying notes to financial statements.
3
CC November 10, 2009 Item No. 11
Page 56 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Statement of Cash Flows
Year Ended December 31, 2007
CASH FLOWS FROM OPERATING ACTIVITIES
Change in Net Assets $ (875,362)
Adjustments to reconcile increase (decrease) in net
assets to net cash provided (used) by operating activities
Depreciation expense
159,212
Unrealized (gain) /toss on investments
641,194
Gain on sale of investment
(15,404)
Donated common stock
(69,399)
(Increase) decrease in:
(38,568)
Accounts receivable
(17,669)
Pledges receivable
361,656
Grants receivable
176,325
Prepaid expenses
(16,694)
Increase (Decrease) in:
Accounts payable
147,594
Accrued expenses
19,108
Deferred revenue
(50,000)
NET CASH PROVIDED BY OPERATING ACTIVITIES 460,561
CASH FLOWS FROM INVESTING ACTIVITIES
Proceeds on sale of investments 56,838
Purchase of fixed assets (203,125)
NET CASH USED BY INVESTING ACTIVITIES (146,287)
CASH FLOWS FROM FINANCING ACTIVITIES
Proceeds from credit line
150,000
Payments on credit line
(262,665)
Payments on notes payable
(14,043)
Payments on vehicle loans
(38,568)
Proceeds from notes payable
50,258
NET CASH USED BY FINANCING ACTIVITIES (115,018)
NET INCREASE (DECREASE) IN CASH 199,256
BEGINNING CASH 266,467
ENDING CASH $ 465,723
OTHER REQUIRED INFORMATION:
See accompanying notes to financial statements.
Interest Paid $ 38,052
4
CC November 10, 2009 Item No. 11
Page 57 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Statement of Functional Expenses
Year Ended December 31, 2007
Totals $ 2,683,212 $ 1,062,487 $ 412,306 $ 4,158,005
See accompanying notes to financial statements.
G
CC November 10, 2009 Item No. 11
Page 58 of 126
Program Services
Supporting
Services
Management
Youth
and
Total
Services
General
Fundraising
Expenditures
EXPENSES
Advertising
$ 11,769
$ 1,604
$ -
$ 13,373
Awards and recognition
32,764
-
-
32,764
Bank charges
-
-
2,610
2,610
Credit card fees
-
-
7,143
7,143
Community contribution
-
-
21,643
21,643
Depreciation
119,409
39,803
-
159,212
Dues and subscriptions
10,419
7,241
-
17,660
Fundraising events
-
-
312,387
312,387
Insurance
171,056
64,366
-
235,422
Interest expense
30,008
8,044
-
38,052
Internet services
4,935
-
-
4,935
Licenses and fees
-
535
-
535
Miscellaneous
23,661
-
-
23,661
Office supplies
38,043
2,699
500
41,242
Payroll taxes
101,416
13,124
4,772
119,312
Postage and delivery
16,012
2,546
-
18,558
Printing
37,805
4,140
-
41,945
Professional fees
73,857
63,881
-
137,738
Program events
226,434
-
-
226,434
Rent
86,840
1,868
-
88,708
Repair and maintenance
80,269
2,295
-
82,564
Retirement plan
3,853
2,847
-
6,700
Salaries
1,344,087
173,941
63,251
1,581,279
Security
4,548
-
-
4,548
Seminars
36,097
7,260
-
43,357
Staff recruitment
-
11,530
-
11,530
Staff uniforms
-
4,864
-
4,864
Taxes
3,625
491
-
4,116
Telephone
57,024
7,449
-
64,473
Transportation
116,230
765
-
116,995
Utilities
53,051
-
-
53,051
Unrealized (gains) /losses
-
641,194
-
641,194
Totals $ 2,683,212 $ 1,062,487 $ 412,306 $ 4,158,005
See accompanying notes to financial statements.
G
CC November 10, 2009 Item No. 11
Page 58 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 1— NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES
A. Nature of Activities
The Boys and Girls Clubs of Southwest County (the "Club ") was established in August 1990. The
Club is a member of the Boys and Girls Clubs of America chartering organization and provides
services to youth, the objectives of which are to foster and to promote the physical, social, and
educational, vocational, and character development of boys and girls in or near Southwest Riverside
County, California. Major classes of programs include after school care, day camp and youth sports
programs. The Chub operates facilities in Temecula, Murrieta and Lake Elsinore
The Club is funded through membership dues, performance of services for the City of Temecula (the
"City ") and sponsorships from businesses and the general public in conjunction with its fundraising
efforts.
B. Basis of Presentation
The Club's policy is to prepare its financial statements on the accrual basis of accounting. This means
that revenues are recorded when earned, rather than when received, and expenses are recorded when
incurred, not when they are paid.
C. Recognition of Revenue
Revenues are received primarily from pledge income, fundraising, before direct expenses, and
program service fees.
Membership dues are recorded as revenue in the year received. Management believes that
recognizing membership dues pro -rata on a monthly basis would have an immaterial effect on the
Club's financial statements.
Program fees represent fees related to member participation in specific day camp, youth sports,
before and after school and transportation programs are recorded as revenue in the year received.
Fund raising revenues, which consist of the "Our Kids Rock" dinner, golf tournament and annual
giving campaign are recorded when the event occurs.
Contributions received are recorded as unrestricted, temporarily restricted, or permanently restricted
support depending on the existence and /or nature of any donor restrictions. The Club has not
received any contributions with donor - imposed restrictions that would result in permanently
restricted net assets.
CC November 10, 2009 Item No. 11
Page 59 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 1— NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (continued)
C. Recognition of Revenue (continued)
Unrestricted: These generally result from revenues generated by receiving unrestricted
contributions, providing services, and receiving interest from investments less expenses incurred
in providing program related services, raising contributions and performing administrative
functions.
Temporarily Restricted: The Club reports gifts of cash and other assets as temporarily restricted
support when they are received with donor stipulations that limit the use of the donated assets.
When the donor restriction expires, i.e. the stipulated time restriction ends or the purpose of the
restriction is accomplished, temporarily restricted net assets are reclassified to unrestricted net
assets and reported in the Statement of Activities as net assets released from restrictions.
D. Donated Services
The Club's accounting policy for donated materials and equipment is to record these items as
contributions at the estimated fair market value as stated by the donor at the date they are received.
Contributions of donated services that create or enhance non financial assets or that require
specialized skills, are provided by individuals possessing those skills, and would typically need to be
purchased if not provided by donation, are recorded at the fair values in the period received.
Numerous hours of volunteer services were performed on behalf of the Club during the year ended
December 31, 2007 in support of its programs. Since these services do not meet the criteria specified
in Statement of Financial Accounting Standards No. 116, Accounting for Contributions Received and
Contributions Made, for recognizing a monetary value of these services, no such value has been
assigned to these services in the Club's financial statements.
E. Property and Equipment
Property with a cost of $1,000 or greater is capitalized and recorded as additions to property and
equipment. Donated property is recorded at the estimated fair value at the date of the gift. Buildings
and equipment are depreciated using the straight -line method over and estimated useful life of forty
years and ten years, respectively. Maintenance and repair costs are charged to expense as incurred.
F. Cash and Cash Equivalents
The Club considers cash on hand and certificates of deposit with maturity dates of three months or
less at the date of investment to be cash and cash equivalents.
CC November 10, 2009 Item No. 11
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BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 1- NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (continued)
G. Investments
Investments are recorded at fair value. Unrealized gains and losses are recorded as increases or
decreases on the statement of activities.
H. Concentration of Risk
The Club maintains its cash in various accounts at several financial institutions. At various times
during the year, the amount on deposit with a single financial institution may exceed federal
depository insurance limits. At December 31, 2007, the Club had balances on deposit approximating
$210,609 in excess of such limits. Management does not believe that this represents a significant risk
to the Club.
I. Estimates
The preparation of financial statements in conformity with generally accepted accounting principles
requires management to make estimates and assumptions that affect certain reported amounts and
disclosures. Accordingly, actual results could differ from those estimates.
J. Income Taxes
The Club is a non- profit public benefit corporation organized under the laws of California and, as
such, is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue
Code and corresponding state statutes. The Club is classified as other than a "private foundation' by
the IRS. Accordingly, no provision for income taxes has been provided for in the financial
statements.
K. Fair Value of Financial Instruments
The following methods and assumptions were used by the Club in estimating its fair value
disclosures for financial instruments: Cash and accounts payable as reported in the balance sheet
approximate fair value because of the short maturities of those instruments.
L. Functional Expenses
The costs of providing the various programs and other activities have been summarized on a
functional basis in the combining statement of activities. Accordingly, certain costs have been
allocated among the programs and supporting services based on the benefits derived.
CC November 10, 2009 Item No. 11
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BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 2— INVESTMENTS
Investments consist of stock donated to the Club. The following discloses the aggregate carrying amount
of investments by major types at December 31, 2007.
Estimated Fair Value
Shares Market Price December 31, 2007
Stock - Auriga Laboratories, Inc. 1,530,756 0.0420 $ 64,292
Stock - Goodrich Pete Corp. 400 22.62 9,048
Stock - Temecula Valley Bancorp 2,850 11.73 33,430
Total investments at fair value $ 106,770
Investment Return:
Realized gains
Net unrealized loss
NOTE 3 — CAPITAL ASSETS
$ 15,404
(641,194)
$ (625,790)
Land, building and equipment as of December 31, 2007 consisted of the following:
Balance, Balance,
January 1, 2007 Additions Decreases December 31, 2007
Capital assets not being depreciated:
Land
Work in progress
Total capital assets not being depreciated
Capital assets being depreciated:
Buildings
Improvements
Furniture, fixtures & equipment
Vehicles
Total capital assets being depreciated
Total accumulated depreciation
Total capital assets being depreciated, net
Total capital assets, net
$ 235,000 $
- $
- $ 235,000
50,000
123,595
- 173,595
285,000
123,595
- 408,595
2,822,339
3,709
- 2,826,048
-
41,470
- 41,470
319,385
-
- 319,385
244,267
67,345
- 311,612
3,385,991
112,524
- 3,498,515
(423,215)
(159,212)
- (582,427)
2,962,776
(46,688)
- 2,916,088
$ 3,247,776 $
76,907 $
- $ 3,324,683
W
CC November 10, 2009 Item No. 11
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BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 4 —LINE OF CREDIT
The organization has a line of credit from California Bank & Trust available for its use. The line of credit
is as follows:
California Bank & Trust December 31, 2007
Initial rate: 8.25%
Credit limit: $ 150,000
Loan date: June 8, 2005
Maturity date: September 8, 2008
Balance at year end $ 150,000
NOTE 5 —NOTES PAYABLE
Murrieta Buildin¢
During 2002 the Club borrowed $127,780 to purchase a building. Monthly payments are $1,327, with a
variable interest rate through September 2012. The note is secured by the purchased building.
Total loan balance
Less current portion
Long -term portion
December 31, 2007
$ 70,847
(14,368)
$ 56,479
Future maturities of loan:
Year ending December 31,
Payment
2008
$ 14,368
2009
13,889
2010
14,567
2011
10,459
2012
17,564
Total
$ 70,847
10
CC November 10, 2009 Item No. 11
Page 63 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 5 - NOTES PAYABLE (continued)
Pujol Land
During 2007 the Club borrowed $50,258 to purchase land. Monthly payments are $1,016, including
interest at a rate of 7.75 percent through September 2012.
Total loan balance
Less current portion
Long -term portion
Future maturities of loan:
December 31, 2007
$ 48,182
(8,702)
$ 39,480
Year ending December 31, Payment
2008 $ 8,702
2009 9,422
2010 10,190
2011 11,020
2012 8,848
Total $ 48,182
NOTE 6 - VEHICLE LOANS
The organization has six car loans at the end of the year. These loans have interest rate ranging from 8.5%
to 8.8 %.
Year ending December 31, Payment
2008 $ 34,347
2009 8,075
2010 6,602
2011 3,520
Total $ 52,544
11
CC November 10, 2009 Item No. 11
Page 64 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE 7 — LEASES
The Club began leasing the land for its Great Oak Facility under a 40 -year lease from the City of
Temecula. The term of this lease agreement extends through June 30, 2046 with an annual lease payment
of $1.
Statement of Financial Accounting Standards No. 116 Accounting for Contributions Received and
Contributions Made, requires recognition at fair value of such discounted lease costs. Management
estimated that the fair value of such discounted lease costs is approximately $42,000 per year. This
amount is included in both revenues and expenses on the statement of activities.
NOTE 8 — EMPLOYEE RETIREMENT PLAN
The Club maintains a defined contribution retirement plan conforming to the provisions of Section 401(k)
of the Internal Revenue Code for its salaried employees. Such employees become eligible to participate in
the Plan after reaching age 21 and accumulating 1,000 hours of service during the year with the Club.
The Club matches employee contributions to a maximum of five percent of each employee's eligible
compensation, as defined in the Plan, and may also make discretionary contributions.
Employee contributions are hilly vested at all times. Employer matching and discretionary contributions
vest ratably over a five -year period. If an employee terminates employment prior to age 65, the
distribution from employer matching and discretionary accounts is limited to the vested portion based
upon years of eligible service. The Club's matching contributions were approximately $6,700 for the year
ended December 31, 2007.
NOTE 9 — PLEDGE INCOME
Contributions are recognized when the donor makes a promise to give to the Organization that is, in
substance, unconditional. In 2005, the organization established a "Capital Campaign' which was created
to fund a new facility in the City of Temecula. The pledges amounted to $381,260 for the year ended
December 31, 2007.
NOTE 10 — PLEDGES RECEIVABLE
Pledges receivable are recorded when the donor makes a promise to give to the organization. The
amount of the pledges receivable at December 31, 2007 amounted to $2,440,159. The Club estimates an
allowance for uncollectible pledges at 10% to the pledge receivable balance. The allowance for
uncollectible pledges amounted to $244,016 at December 31, 2007.
12
CC November 10, 2009 Item No. 11
Page 65 of 126
BOYS AND GIRLS CLUBS OF SOUTHWEST COUNTY
Notes to Financial Statements
December 31, 2007
NOTE it - GRANTS RECEIVABLE
Grants receivable represent grant earnings based on activities performed in accordance with the grant
agreement for which the grantor funds have not been received as of year end. At December 31, 2007,
funds were receivable from the following grantors:
December 31, 2007
Community Development Block Grant $ 33,727
NOTE 12 - CONTINGENCIES
Grant activities are subject to monitoring and review by the respective grantor. As a result of such
review, costs may be questioned and subsequently disallowed. Management has not been notified of any
such disallowance.
NOTE 13 - TEMPORARILY RESTRICTED
Temporarily restricted net assets are comprised as follows:
December 31,2007
Capital campaign - use restriction $ 2,508,044
Stock donations - time restriction 106,770
$ 2,614,814
NOTE 14 - FUNDRAISING EVENTS
The Club conducted the following fundraising events:
December 31, 2007
Revenues Expenses Net
Auction $
478,313 $
272,221 $
206,092
Golf Tournament
66,120
11,468
54,652
Field of Dreams
108,655
-
108,655
Other
36,470
28,698
7,772
$
689,558 $
312,387 $
377,171
13
CC November 10, 2009 Item No. 11
Page 66 of 126
Attachment VII — C
Attachment VIII -C, Exhibits 1 Exhibit I
MANAGEMENT INFORMATION:
A. Please provide the names and qualifications of the person(s) that will be
primarily responsible for the implementation and completion of the proposed
project.
Rhonda Guaderrama, Director of Operations and Kim Webb, Director of
Development will be the persons primarily responsible for the implementation
and completion of the proposed project. Ms. Guaderrama has been with the
organization for three years and has extensive grant management experience. Ms.
Webb has been with the organization for 5 years and also has extensive grant
management experience. They will work in conjunction with the Unit Directors of
each Clubhouse to ensure accurate and timely scholarship data on each
scholarship recipient. They will be responsible for administration of the grant
funds, invoicing the grant funds, participant data collection and quarterly
reporting.
CC November 10, 2009 Item No. 11
Page 67 of 126
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Attachment VIII /4/>
BOYS & GIRLS CLUBS
OF SOUTHWEST COUNTY
Minutes from Board of Directors Meeting
September 28, 2009 noon
Old Town Clubhouse
Aaron Adams, berry Gilmore, I ed Knstensen, Jett Kurtz, crystai Magon,
Amy Minniear, Adria Poindexter, Greg Prudhomme, Wim Selders, Patrick
Utnehmer,
Staff Members Present: Michelle Arellano CEO, Lori Bacher, Rhonda Guaderrama, Stephanie
Huynh, Kim Webb
Meeting called to order by Amy Minniear at 12:07 p.m.
CDBG
The Board of Directors formally approves submittal of the CDBG applications for
County of Riverside, City of Murrieta, City of Temecula & City of Lake Elsinore
agreement for calendar year 2010 - 20111.
*Motion by Terry Gilmore Second by Greg Prudhomme; abstained by Aaron Adams to
approve CDBG applications for 2010 -2011. Passed
CC November 10, 2009 Item No. 11
Page 69 of 126
COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING REQUEST PACKET
ASSISTANCE LEAGUE OF TEMECULA VALLEY
CC November 10, 2009 Item No. 11
Page 70 of 126
assistance
Temecula
October 20, 2009
s g - -. D
c22M
CITY DE LAKE ELSINORE
81 st Chapter of
Tom Weiner
National Assistance Leagues
City of Lake Elsinore
Governing Board
130 South Main Street
2009-2010
Lake Elsinore, California 92530
Electra Demos
President
Connie Longway
Dear Mr, Weiner,
Ist Vice President,
Membership
The ASSISTANCE LEAGUE(g) Of Temecula Valley appreciates the
Rita O'Neil
opporumty to submit this application for funding under the Community
Block Development Grant These
2nd Vice President,
Philanthropic Programs
program.
funds are used to assist with
the clothing of needy children who live in the Temecula Valley area of
Southwest Riverside County through gh our philanthropic project, Operation
Mary Eusey
School Bell(&,
3rd Vice President,
Resource Development
Last year we clothed 1,524 needy children in
Diana Elizondo
ranging age from preschool
to eighth grade, of these 464 were from the city of Lake Elsinore. It is
Secretary
our
goal to exceed that number this year by making ourselves more visible in
Kathy Laurin
the community.
Treasurer
Should you have any questions concerning our application please feel free
Elective Standing to contact our President, Electra Demos (951)541 -4429 or our Grant
Committees writer, Sue Sampson (714)330 -6063-
Sally aserot
Bylaws We welcome a visit from you any time to tour our facilities and see first
hand how our program's working. I think you will find it worthwhile in
Margo Doski evaluating our proposal.
Chapter House Manager
Annette Sheehy Sincerely,
Education 4oc�
Ann Reese
Liaison to Auxiliaries
Corinne Williams
Public Relations
Dena Nye
Strategic Planning
28720 Via Montezuma
Temecula, CA 92590 -2510
Tel. (951) 694.8018
Fax (951) 694.8298
E -mail:
altemecula @yahoo.com
Electra Demos
President
Encl.
www. temeculavalley .assistanceleague.org CC November 10, 2009 Ite
Caring and Commitment in Action Page'
PROPOSAL NUMBER REVIEWER
DOCUMENT STAMP DATE RECEIVED:
City of Lake Elsinore
Community Development Block Grant Program
Application Form
2010 -2011
I. GENERAL INFORMATION
Name of Primary Activity Sponsor: ASSISTANCE LEAGUES of Temecula Valley
(ALTV)
Mailing Address: 28720 Via Montezuma
Temecula, California 92590
Telephone Number (951) 694 -8018, Thrift Store /Office Fax (951) 694 -8298
(951) 694 -6594, Operation School Bell® (OSB)
Executive Director: Electra Demos, President
Tel: (951)541 -4429 email: jimnlec @verizon.net
Program Manager: Judy Wehrs, Operation School Bell®
Grant Writer: Sue Sampson
Tel: (714)330 -6063 email: suedsampson @yahoo.com
II. ORGANIZATIONAL HISTORY
Date Organization founded: 1989
Date Organization incorporated as a non - profit organization: 1989
Federal identification number: 33- 0360419
State identification number: 1463456
Number of paid staff: NONE Number of Volunteers: 200
Current Board of Directors: See Attachment II.1
Articles of Incorporation and Bylaws: See Attachment II.2
CC November 10, 2009 Item No. 11
Page 72 of 126
III. PROJECT ACTIVITY
Amount of CDBG Funds requested: $10,000
Where will the activity occur and what is the geographic scale of the proposed activity
(community, city, and region), be specific?
The geographic area to be served is the Temecula Valley with children attending schools
served by Murrieta School District, Lake Elsinore School District (includes Wildomar
and Canyon Lake), Menifee School District, and the Temecula School District. Children
from unincorporated areas in Riverside County attend school in all of these districts. The
Menifee School District was added in 1997 after requests were made to ALTV
concerning needy children in public schools. The program benefits children in all four
school districts in Southwest Riverside County: Temecula, Murrieta, Lake Elsinore and
Menifee. Operation School Bell@ benefits more than one supervisorial district. The
project is primarily conducted in District I; it may benefit District III peripherally. Census
tracts served include 427.03, 430, 431.98, 432.01, 432.02, 432.03, 432.04, and 432.05.
This project is designated as Public Service. See Attachment III
IV. PROJECT NARRATIVE;
A. Name of Project: Operation School Bell®
Specific Location of Project: 28720 Via Montezuma
Temecula, CA 92590
The actual clothing of the children takes place at our facility in Temecula. Although our
facility does not reside in the city of Lake Elsinore, we do service the children of Lake
Elsinore. Last year we clothed 464 children who live in Lake Elsinore. With CDBG
funding from the city of Lake Elsinore, we will be able to clothe even more of these
children.
See Attachment IV.A
B. See Attachment IV.B.
C. See Attachment IV.B.
D. Outcomes and Performance Levels
Number of clients served using CDBG funds only: 100
Length of the project: nine months — September thru May
Unduplicated number of clients: 100
Units of service: 100
Service is provided to: children - headstart through eighth grade
CC November 10, 2009 Item No. 11
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E. Goals and Objectives
The Operation School Bell® Committee anticipates that over 1,400 children will
need clothing during the current 2009 -2010 school year. We provide 3 pair of pants, 3
shirts, leather tennis shoes, socks, underwear, a hoodie, and a backpack with school
supplies and hygiene items for each child. Funds were budgeted for this goal,
including anticipated support from CDBG funds. Our goal is always to increase the
number of clients served each year. We are always striving to meet the needs of the
community by providing more clothing and /or supplies for more children. As a
result of community input, we expanded our program to include Head Start, Even
Start, Healthy Start, First 5, and State Preschool children in the four school districts
we serve. Our goal is to continue serving these children. The number of children
being clothed from the unincorporated areas of Riverside County also continues to
grow. We anticipate this number will increase in the 2010 -2011 school year.
At the ASSISTANCE LEAGUES of Temecula Valley we continually track our
numbers and inventory to ensure we are working toward our goals. As an ongoing
project, we have found that our numbers continue to increase. We always receive a
positive response from the children we dress and their parents.
F. How this project benefits low and moderate income residents
This project benefits children in low and moderate income levels. We are required to
document the students based on their income tax return, paycheck stub, W -2, or
Notice of Action (welfare or food stamps) according to the self - certification for
public service form. This information is documented, kept in a locked file, and
provided to the County. The school districts refer children based on their perceived
need of the child. The school officials making these referrals could be the health
clerk, school nurse, principal, or the child's teacher. A team from the Assistance
League visits a teacher's meeting in each school we service to explain our program to
the teachers, principals, and support staff. We are also able to clothe the extremely
needy children twice a year. We are always available to serve families in emergency
situations.
G. Is this a new service provided by your agency? No
How will the existing service be substantially increased?
Since we are the only agency or program in the Temecula Valley that provides NEW
clothing, we are working to increase awareness of what we have to offer. We will
explain our program to teachers and principals at each school site we service. Our
program is supported in part by our thrift store, and due to the declining economy our
thrift store revenue has declined. This year we are opening our store one more day
each week to increase our revenue to meet the needs of dressing more students.
CC November 10, 2009 Item No. 11
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H. What methods will be used to insure community involvement?
We have been offering informational meetings and tours to superintendents,
principals, teachers and health clerks working in the four districts we serve. Our
Public Relations Committee is meeting with the Chambers of Commerce and city
leaders for the three cities we service. The Assistance League® has been asked to
participate with other community leaders that meet every month called Partnerships
in Education. We have four trained speakers prepared to make public presentations.
The committee also utilizes newspapers and PSAs to make the public aware of this
project thereby increasing the number of families requesting our services. In 2008, we
have received Proclamations from the cities of Murrieta, Temecula, and Lake
Elsinore for outstanding service to the community.
At the ASSISTANCE LEAGUES of Temecula Valley we continually track our
numbers and inventory to ensure we are working toward our goals.
I. What evidence is there of a long -term commitment to this project?
Operation School Bell® is a long -term philanthropic commitment to the ASSISTANCE
LEAGUES of Temecula Valley. Funding for this project is always included in our
annual budget. The National Assistance League® (NAL) requires that each chapter
maintain a reserve fund equal to one year's activity to assure that funded projects will
continue. NAL requires us to spend 60% of our income on our philanthropic projects.
We own our own building and have been in the community since 1989.
Our thrift store, Castaways, provides a great amount of support for our program along
with grants and donations. We have formed a partnership with Kohl's, the department
store, and they provide volunteers who help in Operation School Bell and also donate
$500 each month to our program. We are in the beginning stages of forming a
partnership with Walmart.
V. PROJECT BENEFIT
CATEGORY 1: Benefit to low to moderate income persons
B. Limited Clientele
At present, in conformity with our instructions on CDBG grants, parents are required to
fill out the Self- Certification Public Service Agency Clientele form. See Attachment
VB. The volunteers ask for proof of income, which must be one of the following: income
tax return, paycheck stub, W -2, or Notice of Action (welfare or food stamps). Copies are
made and kept in a secure location.
Last year 464 children from Lake Elsinore were clothed through Operation School
Bell® at an approximate cost of $69,600. We will use 100% of the funds allotted us
from the Lake Elsinore CDBG grant to clothe children from Lake Elsinore in the
year 2010 -2011.
CC November 10, 2009 Item No. 11
Page 75 of 126
VI. MANAGEMENT CAPACITY
A. See Attachment VI.A.
B. Management Systems
Yes.
Ms. Judy Wehrs is Chairman of the Operation School Bell® Committee for 2009 -2010.
This is her first year in this position, but she has been an active volunteer in Operation
School Bell® for many years. Three volunteers are present on "clothing days" to dress
the children and keep records. New software is making it possible to keep a
computerized inventory of clothing, a file on each child clothed, and a record of the dates
when the child was clothed previously. All purchase documentation is submitted to the
Treasurer who maintains a duplicate record so those invoices can be used for
documentation on CDBG contracts. Accounting procedures are reviewed quarterly by
McLean & Associates, CPAs. The funds requested will be utilized in the 2010 -2011
school year, primarily from September 2010 through the school year ending in the spring
of 2011.
C. Capacity
See Attachment VLC
D. Estimated timeline of project implementation
OBJECTIVE START DATE COMPLETION
Clothe over 1,400 children September 2010 May 2011
VII. FINANCIAL INFORMATION
A. Proposed Project Budget
ASSISTANCE LEAGUE® of Temecula Valley is requesting funding for Operation
School Bell ®. The total cost of the program is $133,00. A total of $10,000 in CDBG
funds are being requested for operating expenses associated with the proposed project.
Funds provided by Castaways Thrift Store and other grants and fundraisers will pick up
the remaining costs for the project.
All CDBG funds are used only for clothing the children. None of these funds are used for
our operating expenses.
B. Leveraging See Attachment VII.B.
C. See Attachment VII -C
D. This project benefits citizens of more than one community and requests have been
made to those cities and /or areas serviced. See Attachment VII.B.
E. This project was previously funded with CDBG funds. It was last funded in 2009 -2010
for a total of $19,210. This activity is a continuation of a previously funded CDBG
project as explained above.
CC November 10, 2009 Item No. 11
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Attachments
II.1 Current Board of Directors
1I.2 Articles of Incorporation and Bylaws
III Project Activity Map
IV.A Assistance League Location
IV.B Project Description
V.B Limited Clientele
VI.A
Management Capacity
VI.0
Capacity: Organizational Chart
VILA
Proposed Project Budget
VILB
Leveraging
VII.0
Income and Expense Statement
CC November 10, 2009 Item No. 11
Page 77 of 126
II.1 Board of Directors
CC November 10, 2009 Item No. 11
Page 78 of 126
AL
assistance league®
Temecula Valley
81 st Chapter of
National Assistance League@
Governing Board
2009-2010
Electra Demos
President
Connie Longway
1st Vice President,
Membership
Rita O'Neil
2nd Vice President,
Philanthropic Programs
Mary Eusey
3rd Vice President,
Resource Development
Diana Elizondo
Secretary
Kathy Laurin
Treasurer
Elective Standing
Committees
Sally Haserot
Bylaws
Margo Doski
Chapter House Manager
Annette Sheehy
Education
Ann Reese
Liaison to Auxiliaries
Corinne Williams
Public Relations
Dena Nye
Strategic Planning
28720 Via Montezuma
Temecula, CA 92590 -2510
Tel. (951) 694.8018
Fax (951) 694.8298
E -mail:
altemecula @yahoo.wm
www.temeculavalley .assistanceleague.org CC November 10, 2009 It(
Caring and Commitment in Action Page
II.2 Articles of Incorporation and Bylaws
CC November 10, 2009 Item No. 11
Page 80 of 126
t
March 2007
BYLAWS
OF
ASSISTANCE LEAGUE® OF 7EMECULA VALLEY
a nonprofit public benefit corporation
Article 1 Name and Headquarters ,
.1.01 Name. The name of this corporation isAssstance. League of Temecula Valley, a chartered
drapter of National Assistance LeagueO
1.02 Principal Office. The principal. office for the transaction of business of this oKiatmfion isheieby,
fixed and located at 28720 Via Montezuma, Temecula, CA 92590-2510.
Article 2 Purpose and Policies
2.01 Purpose. The purpose of this organization shall be as stated initsArtidesof Incorporatiorrio
administer, tarty on and control at least one program of philanthropic work in the community.
2.02 Policies.
(a) This organization is a tax - exempt, charitable corporation, exempt from Federal incometax
under Section 501 (c)(3) of the Internal Revenue Code of 1986 (or the corresponding prokisanof
any future United States Internal Revenue Law), and shall be nonprofit, nonsectarian and
nonpolitical in all itspoliciesand activities and not organized for the prival-gaindanyindlOduai
or entity.
(b) This organization shall not carry on any other activities not permitted to be carriedon byan
organization exempt from Federal income tax under Section 501(cX3) of the IntematReyenre
Code of 1986 (or provision of any future United StateslnteinalFlavenueLaw)
or by corporation contributions which are deductible under Section 170(c)(2) of the Internal
Revenue Code of 1986 (or the corresponding provision of any future United States Internal
Revenue Law).
(c) This organization shall provide in itsArticies of Incorporation that its income, assetsand
property are irrevocably dedicated to charitable purposes and no part of fhe netivane,,asrelsm
property of the chapter shall e4er inure. to the benefit of any memberthereof, orbfreberieltof
any private persons
(d) Upon the dissolution and winding up of this organization, after paying oradequalelyprovidi g
forthe debtsand obligations of the organization, the remaining assetsshail be:distribuiedba
nonprofit fund, foundation or corporation organized and.operated exdusively forthe purposes
specified in Section 501(cX3) of the Internal Revenue Code and which has established itsfa*
exempt status under that section.
(e) No substantial part of the activities of this organization shall consist of the carving on of
propaganda, or otherwise attempting to influence legislation, nor shallft oloarriralionpa
or intervene in any Political campaign including publishing or distribution ofstaonbehalf
of or in opposition to any candidate for public office.
(f) This organization shaii be subject to the following limitations and restrictions
CC November 10, 2009 Item No. 11
Page 81 of 126
AL of TemeculavalleyBY Aws(page2atr)
(1) This organization shall distribute its income for each taxable yearatatimeandinmanner
that will not subject the corporation to the tax on undistributed income imposed by
Section 4942 of the internal Revenue Code of 1986.
(2) This organization shall not engage in any act of self-dealing asdeinedinSection4941(d)
of the Internal Revenue Code of 1986.
(3) T his organization shall not retain any excess business holdings as defined in Section
4943(c) of the Internal Revenue Code of 1986.
(4) This organization shall not make any investments that will subject it to taxunderSecion
4944 of the Internal Revenue Code of 1986.
(6) This organization shall not male any taxable expenditure as defined inSedion4945M
of the Internal Revenue Code of 1986.
(g) This organization shall support the purpose of National Assistance Leagueandeompiywithits
bylaws, policies, procedures and standards
(h) The activitiesof this organization shall be conducted without financial beneitbanymember
Article 3 Membership
3.01 Composition. This organization shall have membersthat shall be called voting rnembersandmay
also have nonvoting members Membership as voting or nonvoting memberis open without
discrimination to all individualsas long.asthey comply with the responsibilities of membership.
(a) Voting: Active, Active on Limited Service, Life, Leave of Absence.
(b) Non- voting: Sustaining, PROS, AsssteenA PALS, Community Contributor.
3.02 Responsibilities and Standards. Members shalt comply with the responsibilities andstandaids
of membership, including: maintaining conduct that enhanoesthe image and reputation of the
organization and does not cause it embarrassment; behaving Ina civil manner .supperingthehatmorry,
mission and welfare of the organization; and complying with the organization's conflict of inteiestand
disclosure policy. The Board of Directors, hereinafterrefened•to asthe Board, hasthe dghtinitssoleand
absolute discretion to revole the membership of any member who, after allowing the member to be
heard, the Board determines has not compiled with the responsibilities and standardsof membership.
3.03 Age Limit This organization shalt have no age requirements; however, it maybe soorgarlized
that.the membership may be divided into various gmupsof age compatibility in accordance with
applicable law.
3.04 Leave of Absence. The Board, of Directors, hereinafter referred to asthe Board, may grantor
deny requests for temporary leaves of absence to voting members for travel, illness orto meet
emergency needsfora period not less than three (3) monthsnormore 'than one 0) year. VYSleonieaw
of absence, a voting member shall continue to pay dues, may attend chapter meetings and vote.
Memberson leave of absence may not chairappointive committeesor hold elective offce.Alitiandai
responsibilities are the same as an Active member.
3.06 Dues and Penalties. Any member who is more than sixty (60) days delinquent in any chapter
obligation, without reasons deemed sufficient by the Board, shall, by action ofthe Board, forthwith be
suspended from all privileges of the chapter. The Membership Chairman shall notify such member in
writing, of the suspension. Upon satisfactory discharge of the delinquent chapter obligationsmilhinf >idy
(30) days after notice of suspension, all privileges of chapter membership shall be restored tideiirxlirerit
chapter obligations are not met within thirty (30) days after notice of suspension, - the nremberslipofazh
member shall be revoled_
CC November 10, 2009 Item No. 11
Page 82 of 126
- AL of Temecula WkYBYLAWS (pMe 3 orl4
3.06 Dual Membership, Chaptermembe rsMay hold membership in more than one(1)dlapierenWor
aurdliary.
Article 4 Board
4.01 Governing Body, The Board shall be the governing body of this organization. It shall be
composed of the Officers and the Elective Standing Committee
Board shall have a vote. The Parliamentarian shall attend Board meetings in a non -voting capacity,_
Others who may attend Board meetings in a non�rotin capacity charrs Only elected members of the
chairmen: Assistant Treasurer, Assisteense Coordinator Caital ampaign, Grants, Historian, CommWee
Kids on the Block Porra§ue9
PROS, Public RelationA Scholarrsh p, Operation
c Plann ngell Thrift Shop, Placement an Shop Project: gMILE
immediate Past President shall be, ex- officio, a member of the Board who shat( be fisted as Advisor. The
4.02 Powers, The Board shall be subject to the Powersand functions as prescribed by the bylaws
aPolicies and Standards.
The Board shall have file power to establish and maklUnpof and .
standards
4.04 Management The Board shall have the responsibility forthe general management of the
corporation and the powerto act forthe corporation between meetings of the membership.
4.05 Terns of Office. Members of the Board shall hold office for a tern of one t
successors are elected and assume office . They shall assume office at the clop of the May Board
meeting. No membershall be eligible to serve more than two O Yea y Board
4.05 (2) consecutive terns in the sameo6ce,
i►eeti!Jgs .Unless otherwise directed by the Board, regular meetings of the Board9hagbjlheld
on the third (3 Tuesday of the month, August through June.
4,07 Conduct of Meetings. Members Of the Board may
conference telephone l m similar oom nunicationsequipment;.dnduddng but not limited to electronic
Y Participate in a meeting through use of
meetings so long as all members pat ticipating in such meeting can communit�wighoneanoaher�
Participation shall constitute Personalpresence at the meeting.
4A7 Son the Meetings, Special meetings of the Board maybe called by the President and shelf be
called. upon the written request of five (5) members of the Board; provided notice of such
me have been given to each Board member at leas zee (3) days prior thereto:
special
4.08 Quorum. A majority of the Board shall constitute a quorum.
4.10 Vacancies. Vacancieson the Board, except in the office of President, stall befipedbymajo*
vote 011ie Board. The office of President shall be filled by the First Vice President araditeoaiddritfo
the vacancy thus created_
4:11 Executive Committee, The Exe
This commiftee shall have the aftive Committee shall be composed of the dtcersofiaeBoad
shall constitute a quorum. The Parliamentarian ashall attend Executive
capacity. gsofthe Board. Four (4)membas
COmnAbeffeelingsinanorivoft
Article 5 Nominations and Elections
5.01 Nominate Committee.
(a) .At the December Board meeting, two (2) members and one (1) alternate shat) beeleded
and from the Board; by
(b) In January; three (3) members and one (1) at shall be elected by; andfarra,ihe
membership_ vo&hg
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(c) The chairman and vice-chairman shall be elected by, and from, the. Nominating Cmunitei.-
(d) No member shall be eligible to serve two (2) consecutive years.
(e) A one (1) yearActive membership in good standing is required to serve on the Nomir>aring
Committee.
(fi The Secretary shall cap the first meeting of the Nominating Committee
5.02 Slate. in March, the Nominating Committee shall submit its slate of nominees forofoesonlhe
Board. These offices are: President, First Vice President, Second Vice President, Third Vice PieddeM
Secretary, Treasurer, Education, Chapter House Manager, Liaison to Auxiliaries The committeedW
also submit its nominees for delegates and alternates to the annual and special meetings.of National
Assistance League.
5.03 Notice. The committee chairman shall submit a copy of the slate of nominees to the Seaelay
and to each voting member at least one (1) month Pdorto the election meeting orattiepe4ousiegular
meeting.
5.04 Petition Process.. Ten percent ( 10%) or more of chapter members eiigiblebw6emaynaminaia�
by signed petition an additional nominee for an office on the Board, or for a delegate oraltemateby
mailing such petition together with the written consent of the nominee to the Secretary at leadlen(10)
days prior to the election meeting. No member shall sign more than one (1) nominsfi gpellioninayem
5.05 Election Meeting. The Board shall be elected at the election meeting in April.
5.06 Voting. Elections shall be by voice vote, except when a nominating petition shall have been
received, in which event the vote for the contested office shall be by ballot.
5.07 Determining Delegates. The chapter shall elect at its election meeting, to serve Jbrone(1)yeEK
a voting delegate, and an alternate thereto, for up to one hundred (100) of the drapter§msm
not less than one, (1) voting. delegate and with the membership:munded off to the next higttL id�
for such determination), to represent the chapter at annual and special meetingsof NatiohaiAsii dipe
League. Additional delegateafattemates shall be elected for each one hundied(100)addsiatalmerrlpeq
and if there are additional members in excess of those divisible by one hundred (100), one additional
delegate / altemate shall be elected if there are fifty-one (6 1) or more additional members
5-08 Delegate Vacancies. Should nei
Boa rd may eled
ther the delegate northe alternate be available to serwe,the
Board delegate who shall be certified to the National SecretalyatIeastM rdybcr(24)
flours priorto the annual meeting and special meetings of National Assistance League.
5.09 Votes Per Member - Delegates. The chapter shall be entitled to that number ofwfesequalbits
number of delegates
Article 6 Officers and Their Duties
6.01 President The President shall
(a) Be chief executive officer of the corporation;
(b) Preside at meetings of the Board and membership;
(C) Appoint, with Board approval, the chairmen of Appointive Standing Committees
(d)Appoint special committees by direction of the Board or membership;
(e) Shall appoint a Parliamentarian;
(t) Shall appoint an Assistant Treasurer,
(g) Sign legal docume.ntswith the Secretary;
(h) Be authorized to sign.ctiec swith the Treasurer, First. Vice President or Secretary;
(i) Be, exorffcio, a memberofall committees except the Nominating Committee;
6) Present an annual report of corporate activitiesfa the membership;
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(k) Mail to the national office the annual report of corporate activities within thirty (30) days
following the corporation's annual meeting; and
(I) Shall serve as delegate to the Annual Meeting of National Assistance League.
6.02 Vice Presidents.
(a) First Vice President, Membership
(1) Shall be chairman of the Membership Committee;
(2) Shall maintain a permanent membership file and keep records current;
(3) Shall report at each Board meeting all requests for membership changes and give
written notice to the Treasurer,
(4) Shall notify the membership of impending dates for change of classification asvM as
classification changes granted by the Board;
(5) Shall notify a memberof impending suspension;
(6) In March, shall send duesinvoicesto members;
(7) Shall be a member of the Buiget/Fnanoe, Strategic Planning and
Education Committees
(8) Shall be, ex officio, a member-of the AsisieensCoordinator's Committee and the
Assisteens Advisory Committee;
(10) Shall assume the office of President should a vacancy occur.in that office;
(11) Shall be a delegate to the Annual Meeting of National Assistance League;
(12)Immediatelyfollowing notification, shall mail oremaii the Newsletter Editoraddlior>$
deletions and changes of name and mailing addresses of members
(13) Mail or Email to National a list of namesand mailing addressesofnrembelsoftheBmd
within thirty (30) days of their election.
(b) Second Vice President; Philanthropic Projects
(1) Shall be Chairman of the Philanthropic Projects Committee; .
(2) Shall be a member of.the Budget/Finance Committee;
(3) Shall be, ex officio, a member of each philanthropic projects committee_
(4) Shall provide oversight and policy guidance to all philanthropic projects of thediapier
(5) Shall represent Philanthropic Projects in a,voting capacity on the Board.
(c) Third Vice President Resource Development
(1) Shall be Chairman of the Resource Development Committee;
(2) Shall be a member of the Budget(Finance.Committee;
(3) Shall provide oversight and policy guidance to ail.fundraising efforts of the chapter
including thrift shop, gala, mailingsandotheractivities.
(4) Shall be, ex officio, a member of each fundraising committee;
(5) Shall, with the committee, plan fundraising eventsaind activities in compliance with
National Assistance League Fundiaising-Policies.
(6) Shall represent Resour4: Development committees in a voting capacity on the Board
6.03 In the absence of the President, the Vice Presidents shall serve in the order of their office.
6.04 Secretary. The Secretary shall:
(a) Shall Attend Board meetings as a voting member,
(b) Record the minutesof the Board and regular meetings and permanenly ntheongirw
minutes
(c) Be custodian of the reoordsof the corporation including the minutesof commilleemeeirg;
but excluding financial records
(d) Sign legal documents with; the President;
(0) Certify immediately following receipt of the call to the annual or special mee"dNa6aral .
Assistance League the names of the chapter delegate and alternate to the National
Secretary;
(t) Be authorized to sign checks with the President, First Vice President, or Treasurer,
(g) Conduct the correspondence of the chapter at the direction of the Board,
(h) Maintain a file of communications received and copies of letters sent;
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(11) Maintain a current list, supplied by the Membership. Chairman, of the namesadd and
classifications of the members
0) Shall immediately notify the national office when an auxiliary is certified or dissolved;
(k) Shall call the first meeting of the Nominating Committee.
6.05 Treasurer. The Treasurer shall:
(a) Shall attend Board meetings asa voting member,
(b) Be chief financial officer of the corporation;
(c). Be responsible for the collection and disbursement of funds
(d) Be responsible for the financial records of the corporation;
(e) Be authorized to sign chec s with the President and First Vice President or Secretary;
M Be responsible for the filing of required tax forms
(g) Be a member of the Budget and /or Finance Committee;
(h) Submit'to the national office percapita duesto arrive at the national o(4eeonorbeforeJme
1;
(1) Submit to the national office within four and one-half (4117: months following the endofft
fiscal year, the required documents, in compliance with National Policies for Chaptem
�) Maintain custody of chapter funds and deposit.same In banks designated by the Board.
Article 7 Indemnification
7.01 Indemnification of Officers, Directors, Employees and Agents. The corporation sh all have
the powerto indemnify any person who isorwasa director, officer, member, employeearofteragerrtof
thiscorporation against expenses, judgments, fine$ settlements, and other amounts actually and
reasonably incurred in connection with any threatened, pending orcompleted action or proceeding,
whethercivil, criminal, administrative. or investigative to the fullest extent allovtedunderCakdffla law. as
that law nowexists or may hereafter from time to time be amended or changed.
The corporation shall have powerto purchase and maintain insurance on behalf of anydRdoroliow
member, employee or other agent against any liability asserted against or incumed.by such person in
such capacity of arising out of such person's status as such whether or not the corporation would have
power to indemnify such person against such liability under these bylaws.
7.02 Indemnification of National Assistance League. The chapter agrees to defend ands
and hold_ National Assistahce League, and its officers, directors; members, employeesand agents
(collectively, Wational Assistance League Indemnified Pardee) harmless against anyd d
National e�ensce League I reasonable a Party y'sfeesand court costs); liability; or loss which any
National Assistance League Indemnified Party may:.suffer, sustain or bedome subject to as a te"ofor
arising out of any action or inaction of such chapter. In any action or proceeding relatinglDthefom9ong
indemnity, and brought against any National Assistance League Indemnified Party,, the National
Assistance League Indemnified Party shall have the right to (a) participate in the defenseofsudhadioh
or proceeding with atiomeys of its own choosing or (b) defend itself in any action or proceeding with
attorneys of its own choosing.
Article 8 Standing and Special Committaes
8'01 Committee APPanlments. Unless otherwise provided in these bylaws, members of each
committee shall be appointed by the committee chairman with :approval of the Board
8.02 Elective Standing Committees.
(a) Membership Commftee. The First Vice President shall be chairman of this committee. This
committee shall be composed of the Orientation Chairman, immediate past president he
Placement and Hours Chairman and five (5) additional members. This committee shall
receive recommendations for membership and submit names of those receiyedbheBoud
and membership. This committee shall be in charge of membership events for the
membership and for prospective members The chairman shall be a memberof the
BudgetiFinance. Education and Strategic Planning Committees
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(b) PhilanfhropicProjects_ The Second Vice President shall be chairman of this committee,
which shall include the 0.8irman of each philanthropic project. This committee shall be
responsible for developing and supervising philanthropic projects, whidhhmebeenappiowd
by the Board and the membership. This committee shall be responsible for investigating
philanthropic needs in the community_ The Operation School Bell C hdffnan,Pged:SM9 E
Chairman, Scholarship Chairman, and Kids on the Block Chairman shall be membersoft his
committee. The chairngn shall be a member of the BudgetAnance Committee,Stabgic
Planning Committee and ex officio of each philanthropic projects committee_
(c) Resource Development. The Third Vice President shall be chairman mUhisaorrrrllge,xfidi
shall include the Thrift Shop Chairnan;and the chairman of each fundraising event This
committee shall recommend fundraising activities.necessary to meet requirements of the
budget. Upon approval.by the Board and membership, the committee thal(drattandemsc*
plans necessary to carry Out such activities The chairman shall be a member of the
BudgetlRnance Committee and ex officio of each fundraising committee.
(d) BudgebRoance. The Treasurer shall be chairman of this committee, whk hdiallindudetihe
President, First Vice- Preslident, Second Vice- President, Assistant Treasurer, Education
Chairman, Thrift Shop Chairman, Public Relations Chairman, Liaison to Arndiarie�Chap6'r .
House Manager Operatioqn School Bell Chairman, Hospitality Chairman, and Asasteens
Coordinator. The Budget/Finance Chairman shall be a member of the Strategic Plaming
Committee. Annual 61pporate (including auxiliaries) Budgets (operating and capital
expenditures) shall be aporoved by the Board and membership prior to the begirningo(the
fiscal year. Annual auxiliary budgets shall be approved by the auxiliary govemirgbodyand
membership and presented to the chapter Budget Committee to be included in lheannual
corporate budget.
(e) Education. The Education Chairman shall be chairman of thiscommillee. The dhaianandlell
appoint an Orientation Chairman from within the committee. Thisgommittee shall be
responsible forthe educai'ion and training of the new Active members and shall leep the
Training Handbookcurtent. The committee shalt establish, andedu�wnpWyams
forthe Board, committee chairmen, and members and maintain resource infonmationand
materials for their use. The Membership Chairman, Public Relations Chairman, Lialwnb
Auxiliaries and Asisteens!Coordinator shall be members of this committee.
M Chapter House Manager, The Chapter House Manager shall be chairman oftihisco miitee,
The committee shall supehrise the maintenance and repairsof the chapter hbuseandshall
maintain a current inventory of chapterproperty. The chairman shall present mandariarm
and repair considerationsfo the Board. The chairman shall be a memberof the
SudgetfFnance Committee.
(g) Liaison taAuxiliaries. Shall provide oversight and policy direction Joauxilladesandiepiesent
chapterto the auxdl(adesand represent auxiliadesto the chapter Shall attend Board
meetingsin a voting capacity and attend auxiliary Board meetings in a non w@ gcapa*.
Shall be a member of the ,,,Education Committee.
8.03 APpmndive Standing Committees.
(aJ. Assistant Treasurer. The Assistant Treasurer shall be appointed by the President, aixidthe
Treasurer as necessary, beta member of theBudget/Rnance Committee, - may altendSoed
meetings in a non - voting 6apacity.
(b) Assisteens Coordinator. The Asssteens Coordinator may attend chapter Board mee6rg*
a non -votire capacity, be the general administrator of the auxiliary, be responsible to Fie
ehapterfor a direction avid completion ofAssisteen acbvrb
selection ortstothe chapter Board for approval and forwarding to National District
Phiianthro .c Projects revs wer, and send to the chapter president a written report of the
auxilianesactivities for thei.past year within ten (10) days after the annual meeting. The
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AL of Temecula VaUWBYIAW S (page 8 of 12)
coordinator shall.send to the chapter list of the names and addresses of the membersof
the auxiliary Board within ten (10) days after their election. Wthin ten (10) days afterthe
auxiliaries annual meeting, a list of the names and mailing addresses of the rrember A afl
be sent to the chapter. Immediately following notification, membership addilionsdeletiom
and changes of names and mailing addresses shall be sent to chapter. The Asasteens
Coordinator shall be a member of the Education Committee.
(c) Byfaws. The Parliamentarian shall be chairman ofthiscommittee, which shall indudethe
immediate past president and the Assisteens Coordinator. This committee shall be
responsible for keeping the bylaws current by yearly review. Withinthirty(30)daysaller4lsir
adoption, the Bylaws Chairman shall mail to the National Bylaws Consultant forDishictl,
three (3) copies of amendments to chapter bylaws. When bylaws have been revised. twee
(3) copies of the revisions,; together with three (3) copies of standing rules shall be mailed.
The chairman may attend Board meetings in a non -voting capacity.
(d) Grants. The Grants Chairman shall be chairman of this committee.. This committee shall
review all proposals for grants or letters of requests for funding_ This commie slab include
the Treasurer, Philanthropic Projects Chairman, Operation School Bell Chahman, and one
(1) memberat large from the chapter. The chairmanmay'attend Board meetingsinaran-
voting capacity.
(e) Historian. The Historian shall be chairman of this committee. This committee shall ie ep
current the written and..pictorial history of the chapter, and a scrapbookforlhePRSdent,both
to be presented at the annual meeting. The chairman may attend Board meefingsinanon-
voting capacity.
(>7 Hospitality. The Hospitality Chairman shall be chairman of thiscommittee Th'rscorwnil4ee
shall be responsible for management and development of social functions, spedalphy&ai
arrangements for chapter meetingA amenities and courtesies and sending appropriate
messagesat the direction of the President The chairman shall be a member of the
Budget/Finance Committee and may attend Board meetings in a non -voting capacity.
(g) kids on the Block The Kidson the BlockChaitman shall be chairman of thisoommitlee.
The committee shall plan and put into execution Kids.onthe Blocks TheChaknansdFbea
memberof the Philanthropic Projects committee and may attend Board.meeirg sin anon-
voting capacity. The Second Vice- President shall be a member of this committee:
(h) Newsletter The NewsletterEditorshallbe chairman ofthiscommittee. Thsoommilteemall
prepare and distribute the chapter newsletter, be respond ble for the publication of the
yearbook and its distribution at the Septembermeeting and shall be responsibleforini3cial
communications (via Email): The chairman isthe chapter web site administrator. The
chairman shall be a member of.the Public Relations Committee and may attend Board
meetings in a non - voting capacity.
(i) Operation School Bell. The Operation School Bell: Chairman shall be chairman of this
committee. The committee shall plan and put in execution Operation School Bell. The
Second Vice- President shall be a menrberof this committee_ The chairman shall be a
member of the Philanthropic Projects Committee. The chairman mayaWndBoawlmeetings
in a non - voting capacity.
�) Plaeenant and Hour& The Placement and Hours Chairman shall be chairman of this
committee. This committee shall record membership participation and hours served The
chairman shall be a memberof the Membership Committee and may adeNBoadmeefi gs _
in a non -voting capacity.
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. AL of Temewla Va9eyBYLAW S (page ed'12)
(k) Protect SMLE. The Project: SMILE Chatmran shall be chairman of committee. This
committee shall plan an&put into execution Pmject:SMILE_ The chaknanthallbeamember
of the Philanthropic Pmje'cts Committee and may attend Board meetings in a non -voting
capacity. The Second Vice President shall be a member of this committee.
P) PROS Chainren. May attend chapter Board meetings in a non - voting capacity, be the
general administrator of 6e auxiliary, be responsible to the chapter for the direction and
completion of PROS acffv,Wes, submit proposed: project selection reporlsbilediapl rSomd
forapproval and forwarding to National District Philanthropic PmjectanaieAw. Shahgindb
the chapter president a written report of the auxiliary activities
days pas yearwiflirien(10)
days after the annual me sting. Shall send to the chaptera list of the namesandaddKms
of the members of the au diary board within ten (10) days after their election. Within ten
days after the auxiliary's annual meeting, a list of the names and mailing addresses ofthe
members shall be sent to the chapter. Immediately following notification, membership
additions, deletions, and changes of names and mailing addresses shall be sentbdal*;:
(h) Public Relations. The Public Relations Chairman shall be chairman ofltiscormtiYee,vift
shall include the Educaticj Chairman, NewdetterEditor, the Spealers Bureau Coodmalor
and Community Representative. This committee shall release prey and media noticesoF"
the chapter and shall adh¢re to the established policies of this chapter andihoseesiabiished
by National. This committee shall Jeep a press book of published releases The ehaknan
may attend chapter Hoard:meetings in a non voting capacity. The chairman shall be a
member of the Education Committee
(1) Scholarship Chairman. The Scholarship Chairman shall be chairman of thismmmiltee.The
chairman and committee shall plan and execute scholarship needs, Thediaiananthailbea
member of the Philanthropic Projects Committee and may attend Board meefmgsin a norr
voting capacity. The Second Vice- President shall be a memberof thiscommittee.
Q) Strategic Planning. The Strategic Planning Chairman shall be chaimranof this committee-
This committee shall include 'two (2) Past - Presidents; the Budget(Fnance Chairman,
Philanthropic Projects and ;'Membership Chairmen, and two, (2) additional members. This
committee shall be respon. ible for developing an ongoing plan to guide the growthoHhe
Chapter, and shall, at the direction of the BMW, investigate and evahrafe proqedredwpier
activities Two (2) members shall serve two (2) consecutive terns on a rotation basis: The
chairman may attend Boaro meetings in a non -voting capacity_
(k) Thrift Shop. The Thrift Sho:r Chairman shall be chairman of this commie. Thisaanmillse
shall be responsible forthe operation Of-the thrift shop and recommend policiesforits
_operation subject to the approval of the Board. The Third Vice President shallbe,exol ci%
a memberofthiscommitteo. The chairman shall be a memberoffheResouoeDevdopment
and Budgetf inane Committee and may attend Board meetingsin a nonwotingcapadty.
(1) 771riR Shop Scheduling. The Scheduling Chairman shall be. responsible for preparing the
monthly thrift shop workschiedule, recording absencesand substitution, copiesof which
shall b . given to the Thrift shop Chairman and Membership Chairman on the first ofea h
month. .A daily lmder who is absent and fails to arrange a substitute for dulyint odioptia
be notified by the Scheduling Chairman.
8.04 Special Committees. By direction of the Board ormembership,
special committees the President shalt appoint
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Article 9 Meetings
9.01 Regular Meetings. Unless otherwise directed by the Board, with membership approval,
regular meetings shall -be held on the first Tuesday of each month, except for July, August, and.
December.
9.02 Election and Annual Meetings. The regular meeting in April shall be known as the election
meeting, and the regular meeting in May shall be latownasthe annual meeting.
9.03 Special Meetings. Special meetingsmay be called by the President xrddrcillbecailedu ponthe
written request of one third (1/3) voting members The purpose of the meeting shall be daledirilhecall.
Except in emergencies, at least three (3) dayst notice shalt be given.
9.04 Voting Rights. There shall be no vote by proxy.
9.05 Quorum. One -third (1/3) of the voting members represented in person shall constikleaquOrm
at a meeting of members: If a quorum ispresent, the affirmative vote of the majority offtvo "pow
.represented at the meeting, entitled to vote, and voting on any mattershall be the act of1hemembers
Article 10 Finance
10.01 Fiscal Year. The fiscal year of this organization shall be from June 1 through May 31.
10.02 Dues and Fees. Annual dues shall be payable on orbefore April 1 and delinquentonApnl25.
VOTNG. Active (including new Actives) $85.00
Active on Limited Service $85.00
Life (a one -time fee) $4,000.00
MOAfVOTAVG. Sustaining
Community Contributor
PALS
PROS
Assisteens
$150.00
$360.06
$30.00
$46.00
$25.00 (returning member)
$35.00 (new member)
10.03 National Assistance League Dues. Annually; the corporation shall pay to National Asd*MW
League per capita, dues of twent"ve dollars ($25) and five dollars ($5) per capita for Assisteens
members
10:04 Requirements. The corporation shall maintain a sound financial position and shall have a
Certified Public Accountant audit or review itsfinancial statements annuatiy.
10.05 Delegates and Alternates. The chapter, at itsown_expense, shall send its delegate and may
send its altemate to the annual meeting and special meetings of National Assistance League.
10.06 Proposed Expenditures. Proposed expenditures of unbudgeted funds in excess oftwtxnded
fifty dbilars ($250,00) shall be presented to the Board and membership for approval
10.07 Fundraising. The corporation snail plan fundraising eventsand activities in compliance with
National Policies for Chapters.
10.08 Property. The corporation may raise funds to purchase or rent property to house a project or
activity, which funds shall become part of its philanthropic program.
10.09 Fundraising Agent The corporation shall not act as a fundraising agent for individustsorotw
organizations
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10.10 The chapter shall carry adequate insurance to protect assets and cover liabilities
10.11 The chapter shall plan all fund raising events;given for the benefit of Its philarMf.*cprogramin
such manner that the total expenditure shall be less than fifty (50) percent of the total receipts
10.12 A vote on any philanthropic project or fundraising activity in which members shall have asw4w
orfinancial obligation shall be takenlonly afterapproval and lecommenda5onoftireBoard .Thewlerhall
be taken by ballot and requires a two ;thirds (2/3) vote of the voting members present.
Article 11 Auxiliaries
11.01 Formation. The chapter may lone auxiliaries Auxiliaries shall support chapterprojects and
activities.
11.02 Operation.
(a) For administrative purpo s, auxiliaries shall have theirown governing body,
(b) They shall be governed b the bylaws of the corporation. Theirpoliciesand standards,9rall .
be consistent with the policies, procedures and standards of National AssSanoeLeagueand
the chapter.
(c) The auxiliary shall establish Policies for Auxiliary Organization. These policies#ialIm trii
proceduresto:
1) Nominate and elect 0 embers of the governing body;
2) Conduct governing body meetings
3) Establish and operate mmiftees
4) Conduct meetings oftoe membership; and
5) Ensure fiscal complia0ce.
(d) Policies forAuxiliary Organization; and any proposed amendments thereto, shaNbewi6en
by the auxiliary and submgtied to the chapter Board for approval priorb�a vole offiea dW
membership.
(e) Adoption of PoticiesforAO) liary Organization, and any amendmenisthereb,byt eaten' W,
shall be by majority vote of the members of the auxiliary,
(fl S current copy of PoliciestiorAuxiliary Organization shall be leapt on file with the chapter
Secretary.
11.03 Organization. An auxiliary name shall identify the auxiliary as an auxiliary of the chapter.
Chapter Liaison to Auxiliary shall be Oe voting representative,
11.04 Assisteens Auxiliary. The use of the name Assisteens Auxiliary" shall be approved by the
National Board, and it shall include the words, •an auxiliary of Assistance League of TemeaJa Valley
Members may be in seventh (7th) th gh twelfth (12th) grades it shall be represented on 91eBoardby
the Assisteens Coordinatoror by the apter Liaison to Auxiliary, and the Assisteens Coordinatordiall
be, ex officio, a member of the Assiste ns goveming body.
11.05 PROS Auxiliary. The purpose Of this auxiliary shall be to give volunteer service in chapterin
Philanthropic projects and /or fund raising activities or to establish with Chapter approval, anew
Philanthropic project and /or fund raising activity to be administered by the auxiliary. Mersbe
employed or student. There shall be p minimum of twenty (20) members
Article 12 Adv isory Council
12.01 Advisory Council. An Advisory pouncii shall be called upon as needed from tiremerrrbersofbre
community, including an attorney, as Well as past Presidents of the chapter.
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Article 13 Bylaws and Amendments
13.01 Bylaws for Chapters. The chapter shalt be governed by these bylaws. The bylaws3all notbein
conflict with the Bylaws of National Assistance League, any federal laws orwith the WAwthestalein
which the corporation is incorporated. Conflicts unresolved by a standing oommi8eelo bedelern inedby
the National Board shall be referred to the National Board for resolution, and the decision of l isbaiy
shall be final. In the event of any conflict, the laws of the slate shalt prevail.
13.02 Amendments and Revisions. These bylaws maybe amended or new bylaws adopted at any
regular meeting, orat any special meeting called for that purpose, provided that written nofioeofeadr
proposed amendment or the proposed new bylaws shall have been given to each vofngmernberatleaa
thirty (3 0) days pri or to the date of any such meeting, or at the previous regular meeting.
13.03 Conforming. When amendment of these bylaws shall become necessary by action of
National Assistance League, the Bylaws Committee of the chapter is authorized to confarrn ftse bylaws
in accordance therewith, and such amendment shall have the same force and effectasifadopledbythe
members of the chapterin accordance with the provisionsof 13.01 ofthisArticle.
13.04 Filing. Current bylaws and standing rules shall be on file at the national office.
Article 14 ParltamentaryAutherity
14.01 Rules of Order. The current edition of Roberts Rules of Order Newly Revisectasamendediom
time to time, shall govem the meetings of the chapter insofar as those rules are. not inoong4entwffrOrin
conflict with these bylaws, the Articles of Incorporation, the Bylaws of National Assistance Leage,fre
law, the laws of the State of California or rules agenda, motions and related matters
tRtatt
CC November 10, 2009 Item No. 11
Page 92 of 126
III Project Activity Map
CC November 10, 2009 Item No. 11
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IV.A Assistance League Location
CC November 10, 2009 Item No. 11
Page 95 of 126
Assistance League of Temecula Valley
28720 Via Montezuma
Temecula, CA 925902518
951.694,8018 FAX 951.694.8298
Email: altemeculayahoo.com
CC November 10, 2009 Item No. 11
Page 96 of 126
Temecula
Jefferson Avenue
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CC November 10, 2009 Item No. 11
Page 96 of 126
IV.B Project Description
CC November 10, 2009 Item No. 11
Page 97 of 126
This CDBG grant will be used to fund dressing students from Lake Elsinore through
Operation School Bell ®. These students, Headstart to eighth grade, will receive new
clothing. Each student will be referred by the school nurse or health technician as being
needy. After income verification, these students will receive an appointment to visit the
Operation School Bell® facility, located in the Assistance League® of Temecula's
building.
The clothing provided each child at Operation School Bell® is brand new. Each child
receives a pair of high quality leather tennis shoes, six pairs of socks, six pairs of
underwear, three shirts or blouses, three pairs of pants, a hoodie sweatshirt and a
backpack containing a notebook, pencils, pens, markers, and a ruler as well as a complete
hygiene package including: shampoo, soap, toothbrush, toothpaste, hairbrush, comb,
and sunscreen. Middle school students also receive deodorant. A book selected by the
child (provided by the Assisteens) is also included. We have budgeted for approximately
$100 per child to purchase clothing, however, with careful purchasing, we hope to
maintain the quality of clothing we purchase and be able to increase the number of
children we serve. In the last fiscal year 1,524 children were served. During the current
fiscal year the chapter plans to clothe even more.
The Operation School Bell® Committee anticipates that over 1,400 children will need
clothing during the current 2009 -2010 school year due to the economic crisis. Funds
were budgeted for this goal, including anticipated support from CDBG funds. In the
spring of 2004 we expanded our program to include Head Start, EvenStart, and Healthy
Start children in the four school districts we serve. We now have added State Preschool
and First 5 as part of the younger children we dress. The tremendous community support
and the success of the thrift shop has made it possible for us to clothe 1,524 children last
year. We are also able to clothe the extremely needy children twice a year. We are
always available to serve families in emergency situations.
Members of the Operation School Bell® Committee maintain close ties to the teachers
and administrators in all four school districts we serve to identify the needs of the
children. The clothing items most needed and provided were established in response to
questionnaires and suggestions of school personnel. Further, there is no other agency or
program in the Temecula Valley that provides new clothing and allows the children from
preschool to eighth grade to "choose what they want to wear ". A sample of the new
clothing provided is on display in the OSB dressing area and a display board is shown at
community events when a member is the speaker.
Members of ALTV believe that a positive self -image is important to young children. At
ALTV's Operation School Bell ®, children choose from a large selection of clothing in
different styles and colors —as they could at a department store. By taking advantage of
sales, attending wholesale events, and utilizing outlets, ALTV provides individually
chosen clothing. It is very important to our members that children are proud of their
appearance and are not labeled an "Operation School Bell® child" by their peers. ALTV
members work hard to help children feel as if they had been shopping at a "real"
department store. This is important in developing a positive self - image.
CC November 10, 2009 Item No. 11
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V.B Limited Clientele
CC November 10, 2009 Item No. 11
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Project Name: File No.:
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM YEAR
2009 -2010
SELF- CERTIFICATIONFOR PUBLIC SERVICE AGENCY CLIENTELE
(not for use on housing activities)
INCOME AND FAMILY SIZE
Please Print
Name:
Address
City & State: Zip
1) CATEGORY: I consider myself in one of the following categories (please check ONLY one):
(A) Senior Citizen (C)_ Migrant Farm Worker (E)_ None of the above
(B) Physically Challenged (D) Homeless
2) FAMILY SIZE (check ONLY one): 10 20 30 40 50 60 70 80
3) FAMILY INCOME: My current family yearly income from all sources is:
Note: Family income means the total income of all persons living in the same household who are related by birth, marriage
or adoption and are benefiting from the activities (public services or job creation, which benefit an individual or family).
(Ref. 24 CFR 570.3) °{Based on 2009 Income Limits,, ffective 3110109)
Proof of Income received ❑ Yes ❑ No Source of Proof Verified by:
4) ETHNICITY: (Select ONLY one out of the Single -race or Multi -race categories).
Single race category
❑ White ❑ American Indian/Alaskan Native
❑ Black/African American ❑ Native Hawauan/Other Pacific Islander
❑ Asian
Multi-race category
❑ American Indian/Alaskan Native & White ❑ Asian & White
❑ Black/African American & White ❑ Hispanic /White
❑ Hispanic/Black/African American ❑ Hispanic /Asian
❑ Hispanic /American hidian/Alaskan Native ❑ Hispanic/Asian & White
❑ Hispanic/Native Hawaiian/Other Pacific Islander ❑ Hispanic/Black/African American & White
❑ Hispanic /American Indian/Alaskan Native & White
❑ American Indian/Alaskan Native & Black/Aftican American
❑ Hispanic /American Indian/Alaskan Native'& Black/African American
❑ Other Multi -race (ONLY if, non -of -the -above categories identifies you).
BENEFICIARY: I, on
acknowledge that qualification for assistance funded under the CDBG program is based upon having a qualifying
family income and that the income levels I have certified to in this self - certification are current as of the date signed
and may be subject to further verification by the grantee and/or HUD and I authorize such verification and will
provide supporting documents if it is necessary.
CC November 10, 2009 Item No. 11
Page 100 of 126
- Project Name: File No.:
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
2009 -2010
CERTIFICACION PARA EL SERVICIO PUBLICO DE LA AGENCIA
(no es para use de actividades de vivienda)
* * * * * * * * * * * * * **
NUMERO DE FAMILIA, INGRESO, Y ITNICIDAD
Escribir en letra de imprenta
Nombre:
Direccion:
Ciudad y Estado: Codigo Postal
2) CATEGORIA: Yo me considero en una de las categorias siguientes (por favor marque
SOLAMENTE una de las categorias):
(A) _ Adulto Mayor de 60 anos o Inds (D)_ Sin Hogar
(B) Persona Desabilitada (E)_ Ninguna de las categorias mencionadas
(C)_ Trabajador Agricola Migratono
2) NUMERO DE FAMIIdA (solamente uno): 10 20 30 40 50 60 70 80
3) INGRESO FAMILIAR: El ingreso de mi familia, hasta el presente es:
Note: Igreso familiar se significa el ingreso total de todas las personas viviendo en el mismo hogar que son relacionados
por nacimiento, matrimonio o adopci6n y que estan beneficiando de las actividades (servicios publicos, o creacion de
trabajos, qu6 beneficia a el individuo o a la familia). (Ref. 24 CFR 570.3)
La prueba de Ingresos recibi6 ❑ Si ❑No La fuente de la Prueba Verificado por_
4) ETNECIDAD: (Solamente seleccione una de las categorias de razas/multi -razas la cual to describe a usted).
Categoria de raza individual
❑ White ❑ American Indian/Alaskan Native
❑ Black/African American ❑ Native Hawaiian/Other Pacific Islander
❑ Asian
Categoria de Multi -raza
❑ American Indian/Alaskan Native & White ❑ Asian & White
❑ Black/Afncan American & White ❑ Hispanic /White
❑ Hispanic/Black/African American ❑ Hispanic /Asian
❑ Hispanic /American Indian/Alaskan Native ❑ Hispanic /Asian & White
❑ Hispanic/Native Hawaiian/Other Pacific Islander ❑ Hispanic/Black/Afiican American & White
❑ Hispanic /American Indian/Alaskan Native & White
❑ American Indian/Alaskan Native & Black/Af ican American
❑ Hispanic /American Indian/Alaskan Native & Black/African American
❑ Otto (solamente seleccione si ninguna de las categorias mencionadas se idenfican con su itnicidad).
BENEFICIARIO: Yo, en
reconosco que los requisitos para asistencia financiada por el programa CDBG es basado sobre teniendo ingreso
familiar que califique y que el nivel de ingresos que yo e certificado a en esta certificacion -de mismo son actuales
come de el dia de Is firma y puede ser sometido a mas verificaci6n por el beneficiario y/o HUD y yo autorizo tal
verificacion y facilitate documemos que comprueben si es necesario.
CC November 10, 2009 Item No. 11
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VI.A Management Capacity
CC November 10, 2009 Item No. 11
Page 102 of 126
VI.A. Management Capacity
Source
Activity
Year
Allocation
AMT Expended
County CDBG
OSB
2009 -2010
$19,210
$19,210
Supervisor Jeff Stone
OSB
2009 -2010
$5,000
$5,000
3`d District CID Fund
Wells Fargo Bank
OSB
2009 -2010
$300
$300
ALTV
OSB
2009 -2010
$133,000
$133,000
Kohl's Dept. Store
OSB
2009 -2010
$3,500
$3,500
Chevron Employee Fund
OSB
2009 -2010
$600
$600
ALTV
OSB
2008 -2009
$125,000
$125,000
County CDBG
OSB
2008 -2009
$12,200
$12,200
Kaiser Permanente
OSB
2008 -2009
$2,500
$2,500
Sam's Club
OSB
2008 -2009
$500
$500
Supervisor Jeff Stone
OSB
2008 -2009
$10,000
$10,000
3`d District CID Fund
ALTV
OSB
2007 -2008
$135,000
$135,000
Kaiser Permanente
OSB
2007 -2008
$5,000
$5,000
ALTV
OSB
2006 -2007
$134,000
$134,000
County CDBG
OSB
2006 -2007
$29,982
$29,982
City of Temecula CDBG
OSB
2006 -2007
$5,000
$5,000
City of Lake Elsinore CDBG
OSB
2006 -2007
$4,000
$4,000
Kaiser Permanente
OSB
2006 -2007
$5,000
$5,000
ALTV
OSB
2005 -2006
$132,400
$132,400
County CDBG
OSB
2005 -2006
$37,500
$37,500
City of Murrieta CDBG
OSB
2005 -2006
$12,500
$12,500
CC November 10, 2009 Item No. 11
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VLC Capacity: Organizational Chart
CC November 10, 2009 Item No. 11
Page 104 of 126
Operation School Bell Staff for 2009 -2010
Judy Wehrs, Chairman of Operation School Bell, has been a member of the Assistance
League of Temecula Valley for 5 years. During that time she has been in charge of
Project Smile and has also been a buyer for shoes for OSB. Judy is now the head of
Operation School Bell. Before moving to Temecula, Judy worked in government for the
Assistant District Attorney.
On our buying team:
Annette Sheehy has been a member of the Assistance League of Temecula Valley for
several years. She was a previous grant writer for the League, and currently is a buyer
for boys (pants and shirts). She is also a board member in charge of Education for the
Assistance League. Annette was a former elementary school teacher from Northern
California.
Diana Elizondo likewise has been a member of the Assistance League of Temecula
Valley for at least 4 years. She was also a previous grant writer for the League, and
currently is a buyer with Annette for boys (pants and shirts). She is also the board
Secretary for the 2009 -2010 term. Diana came from Northern California where she was
an elementary school teacher.
Sue Sampson has been a member of the Assistance League for two years. She is the
hygiene kits /school supplies chairman for Operation School Bell. Sue also is the current
grant writer. Sue was an elementary school teacher in Orange County before retiring and
moving to Murrieta.
Chairman of the Administrative Team, Ann Reese has been a longtime member of the
Assistance League. She was the Secretary of the League during the 2008 -2009 year. She
is a retired member of the Long Beach Legal Secretaries and Legal Secretaries
Incorporated.
Beth Torrez is the current outreach liaison to the Lake Elsinore School District. She is
also the girl's buyer for OSB (pants and shirts). During the 2008 -2009 school year, Beth
was the chairman of OSB. Beth was a special education teacher from Orange County.
We have many other women in OSB who buy clothes, interface with the school districts,
or dress the students. One thing they all have in common is a love for children and a
concern for meeting their needs.
See attached flowchart for Operation School Bell Personnel
CC November 10, 2009 Item No. 11
Page 105 of 126
Assistance League® of Temecula Valley
`Caring and Commitment in Action'
assistance league° OPERATION SCHOOL BELL
Temeada Valley
Oemnnax SmOOI SW
CHAIRMAN
JUDY WEHRS
SHOES /SOCKS (Boys/Girls) Carol Cole Tammy Baker
BUYER: Nancy Kaylor
ASST BUYER: Open
INVENTORY CONTROL/ - Lake Elsinore
CDBG DATA INPUT
UNDERWEAR (Boys /Girls) , Jan Orey/ Carol Inman Beth Torrez
BUYER: Carol Byrne Terry Wood (Back Up)
ASST BUYER: Carol Inman
HYGIENE KfrS /SCHOOL SUPPLIES HEALTH CLERK LIAISON Murrieta
BUYER: Sue Sampson Bev Hoffman
ASST BUYER: Jo Ann Wasserburger 60V Hoffman
ASST BUYER: Mary Ann Newport
BACKPACKS
BUYER Barbara Card
ASST BUYER: Janet Kemp OSB —1
6/4/2009
CC November 10, 2009 Item No. 11
Page 106 of 126
BOYS
BUYER: Annette Sheehy
ASST BUYER: Diana Elizondo
ADMINISTRATIVE TEAM
OUTREACH TEAM
CHAIRMAN
ANN REESE
CHAIRMAN
KAY REID, Temecula
GIRLS
BUYER: Beth Torrez
ASST BUYER: Debbievalenzuela
ASST BUYER: Betty Nunnery
SECRETARY
Menifee
SHOES /SOCKS (Boys/Girls) Carol Cole Tammy Baker
BUYER: Nancy Kaylor
ASST BUYER: Open
INVENTORY CONTROL/ - Lake Elsinore
CDBG DATA INPUT
UNDERWEAR (Boys /Girls) , Jan Orey/ Carol Inman Beth Torrez
BUYER: Carol Byrne Terry Wood (Back Up)
ASST BUYER: Carol Inman
HYGIENE KfrS /SCHOOL SUPPLIES HEALTH CLERK LIAISON Murrieta
BUYER: Sue Sampson Bev Hoffman
ASST BUYER: Jo Ann Wasserburger 60V Hoffman
ASST BUYER: Mary Ann Newport
BACKPACKS
BUYER Barbara Card
ASST BUYER: Janet Kemp OSB —1
6/4/2009
CC November 10, 2009 Item No. 11
Page 106 of 126
VILA. Proposed Project Budget
CC November 10, 2009 Item No. 11
Page 107 of 126
8.48 AM Assistance League of Temecula Valley
06,19/09 Budget Overview 2009 - 2010
Accrual Basis June 2009 through May 2010
66100 • PROGRAM SERVICE EXPENSE
66105. Operation School Bell
66110 •Operation School Bell Clothing
66112 • Operation School Bell Supplies
66114 • OSB Shipping & Handling
66116, OSB Buying Trips
60120 - Conference Expense
Total 66105 • Operation School Bell
66130 • Project SMILE
66160 • Kids On the Block
66160 • Heart and Hand
66200 • Auxiliary Expense
66210 • PRO's Auxiliary
66220 • Aseisteens Auxiliary
Total 66200 • Auxiliary Expense
Total 66100 • PROGRAM SERVICE EXPENSE
68300, Travel and Meetings
68310 • conference, Convention, Meeting
68320 • National Workshops
68330 • Chapter Circle Donation
68340 • Community Ambassadors Expense
Total 68300• Travel and Meetings
Total Expense
Net Ordinary Income
Net Income
Jun'09 - May 10
118,000.00
2,500.00
10,000.00
1,500.00
1,000.00
133,000.00
1,800.00
200.00
3,000.00
5,000.00
5,000.00
10,000.00
148,000.00
3,000.00
1,950.00
200.00
1,000.00
6,150.00
298,245.00
MM
0,00
CC November 10, 2009 Item No. 11
Page 108 of 126
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CC November 10, 2009 Item No. 11
Page 109 of 126
VII.B. Leveraging
CC November 10, 2009 Item No. 11
Page 110 of 126
VII.B. Leveraging
Funding Amount Date Type of
Source Requested Available Commitment
Murrieta
$10,000
Request Summer
OSB
CDBG
2010
Temecula
$10,000
Request Summer
OSB
CDBG
2010
Lake Elsinore
$10,000
Request Summer
OSB
CDBG
2010
Riverside
$50,000
Request Summer
OSB
County CDBG
2010
Kaiser-
$5,000
Request Summer
OSB
Permanente
2010
ALTV
$125,000
Request Summer
OSB
2010
CC November 10, 2009 Item No. 11
Page 111 of 126
RIVERSIDE COUNTY
Economic Development Agency
May 14, 2009
File No.: 0.61 -09
Leticia Plummer, President
Assistance League of Temecula Valley
28720 Via Montezuma
Temecula, CA 92590
RE: 2009 -2010 CDBG FUNDING REQUEST— APPROVED: Countywide Activity
Operation School Bell, $19,210
Dear Sponsor:
Congratulations. The Riverside County Board of Supervisors has approved your request for
CDBG funding for the activity listed below:
Operation School Bell
3rd District $10,000
Temecula $9,210
Low Mod Limited Clientele Income Certification
This project has been included in the 2009 -2010 One Year Action Plan. The One Year Action
Plan has been submitted to the U.S. Department of Housing and Urban Development (HUD) for
review; the expected effective date of our 2009 -2010 One Year Action Plan approval will be July
1, 2009.
We are in the process of preparing your Sponsor's Aqreement for the use of the CDBG funds.
The agreement, together with instructions; will be forwarded to you in a few weeks. Once you
receive your Sponsor's Agreement, you will have forty -five (45) days to have it properly executed
and returned to EDA.
Please note, this is not an authorization to incur costs. Any costs incurred prior to written
authorization from EDA may not be eligible for reimbursement. Furthermore, all projects are
subject to HUD approval.
ECONOMIC DEVELOPMENT /MARKETING • REDEVELOPMENT- HOUSING • WORKFORCE DEVELOPMENT • HOUSING AUTHORITY
AVIATION • RIVERSIDE COUNTY FAIR & NATIONAL DATE FESTIVAL • EDWARD -DEAN MUSEUM & GARDENS • COMMUNITY SERVICES
May 14, 2009
Page 2
At this time, we are undertaking the required environmental review and administrative actions
pertaining to your activity. Our staff may be contacting you to discuss approved project budgets,
project schedule, performance and outcome measures, national objective reporting, and other
necessary items.
To expedite all future correspondence and inquiries, please refer to the CDBG File number
located in the upper right corner of this letter.
If you have any questions regarding the program process or need additional information, please
feel free to contact Jackie Melton at (951) 955 -9743.
Sincerely,
John Thurman
CDBG Program Administrator
SH:JT
S: \CDBGIFORMS120081FundingAppmved Gene TundingAppmved.lU_Templa[e.doc
CC November 10, 2009 Item No. 11
Page 113 of 126
Ka H L'S
expect great things
May 21, 2009
Assistance League of Temecula Valley
Attn: Beth Torrez
28720 Via Montezuma
Temecula, CA 92590
Dear Beth:
k"'ohl's
Cares
for kids-
Thank you for inviting Kohl's Department Stores and our Associates to volunteer their time with Assistance
League of Temecula Valley on April 28, 2009. Our Associates had a wonderful time participating.
Enclosed please find a grant check in the amount of $500.00 on behalf of our Associates who volunteered
their time in support of Assistance League of Temecula Valley. Note that all funding provided by Kohl's,
including this grant, are restricted to youth-focused community programs or initiatives.
Kohl's strongly believes in supporting communities nationwide. As a family- oriented company, Kohl's
dedicates its charitable efforts to improving health and educational opportunities for children nationwide,
through our Kohl's Cares for Kids programs. Due to the success of our Fundraising Card, Kids Who Care
Scholarship, Children's Hospital, and A -Team programs and because of great partnerships with local non-
profit organizations such as yours, we are able to help children across the country. To learn more about all
of the ways we support kids and how you can participate in our programs, visit www.kohiscorporation.com,
Thank you for your participation in the A -Team Program and your support of the community. Together we
can make a big difference in the lives of children.
Sincerely,
Qiaa. ahaudi
Gina Airaudi
Kohl's Department Stores
Kohl's Cares for Kids /Community Relations
A -Team Coordinator
CC: Store 0585: Murrieta, CA; Tony Meyer, Store Manager
4 �
VU
CC November 10, 2009 Item No. 11
Page 114 of 126
Check Date: 03/31/2009
Check No.
0501653277
Invoice Number
Invoice Date Voucher ID Gross Amount
Discount Taken
Paid Amount
Req# 1
02/14/2009 00016201 $12,200.00
0.00
12,200.00
Vendor N
Name
Total Discounts
Business Unit
0000002794
Assistance League of Temecula Valley
$0.00
EDARC
DBF Customer M
Paym eut Handtin Code
Total Amount
Discounts Taken
Total Paid Amount
RE
$12,200.00
$12,200.00
W
X4
,UxWqzw
g"
w\
2",
V
A VW
t ��N
VendWVW rt
P,
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11.050165327 We i:h2&0004971: 274001E131311@ Page 115 of 126
rsflnl i;wva
Ms. Leticia Plummer
ssistance League of Temecula Valley
28720 Via Montezuma
Temecula, CA 92590
Dear Leticia:
To whom it may concern:
Re: Community Improvement Designation (CID) Fund
Your monetary request from the above - referenced fund has been received,
reviewed and approved.
The attached County of Riverside warrant represents contribution made by Third
District's CID fund to your organization. We appreciate your service to the
community and look forward to the lasting benefits your organization provides to
the public.
JS:oh
Attachment
RIVERSIDE OFFICE
4080 LEMON STREET, 5TH FLOOR
RIVERSIDE, CA 92501
(951) 955 -1030
FAx:(951) 955 -2194
Sincerely,
JEFF STONE
Supervisor
DISTRICT OFFICE: MENIFEE
29995 EVANS ROAD, SUITE 103
SUN CITY, CA 92586
TOLL FREE 1 -866- 383 -2203
(951) 301 -5414 • FAx: (951) 301 -8571
VERNE LAURITZ9N, CHIEF OF STAFF
E -MAIL: district3 @rcbos.org
HEMET OFFICE
1025 N. STATE STREET
HEMET, CA 92543
(951) 791 -3490
FAX: (951) 791 -3465
CC November 10, 2009 Item No. 11
Page 116 of 126
Check Date: 03/24/2009 Chrrk N. n<mAne <v¢ I
Invoice Number
Invoice Date Voucher ID Gross Amount Discount Taken
Paid Amount
3.3- 3/17/09 -ASST LGE -TEMB
OPERATION SCHOOL BELL
03/17/2009 00011272 $5,000.00
0.00
5,000.00
Vendor Number:
Name
Total Discounts
Business Unit
0000002794
Assistance League of Temecula Valley
$0.00
BDARC
DBF Customer #
Payment Handling Code
Total Amount
Discounts Taken
Total Paid Amount
RW
$5,000.00
$5,000.00
...nrn �n�nrn�... ..�- i�nnn•nn.• -i n�nn�n -��-i ...
Ch
Chevron Humanknd
Employee Ft#nds
�. P.O. eox 21s0 Rirretm,nuoes43•ziep
t-sn goz�sTa
PAY Six Hundred Dollars and No, Cents .
To THE
ORDER ASSISTANCE LEAGUE OF TEMECULA VALLEY
OF
Ms. Leticia Plummer.
President
Assistance League of Temecula Valley
28720 Via Montezuma
Temecula, CA 92590 -2510
�D
flankofAmerica.
essszts
Date: 05/06/2009 Amount:$600.00
P
S
Evdmaearulcntifiea teceip ofachotimbk mobibulioamtde aino.mt �
ofthu check No goods orsmvical w povi&d by the=ipim G
- VOID AFTER 160 DAYS - n
11.562626,1' 1:0 2 1200 3391: 00947724646311•
Chevron Humankind - Employee Funds
rt.o....... u........4:..a
namFnnno
562626
Employee Name
Acknowledgement
Gift Type
Amount
Designation
Address
Mr. Gerald S. Vance
Jerry and Sumru Vance
Payroll Payout
$600.00
Operation School Bell
45414 Saint Tisbury St.
Temecula, CA
92592 -1377
GVance chevron.com
Number of Pledges: 1
$600.00
This check represents the quarterly disbursement of the employee payroll funds withheld at the request of the employee pledge
made through the Chevron Humankind Program.
CC November 10, 2009 Item No. 11
Page 118 of 126
VII.C. Income and Expense Statement
CC November 10, 2009 Item No. 11
Page 119 of 126
2:18 PM Assistance League of Temecula Valley
02/27109 Profit & Loss Budget vs. Actual
Accrual Basis June 2008 through May 2009
Jun'08 - May 09
Ordinary Income /Expense
Income
40000 - Income
40100 - Refunds/Credits
40200 - Snack Jar Income
40000.! Income - Other
Total 40000 - Income
41000 - Fundraising Revenue
41100 - Minor Event Fundraising
41200 - Major Event Fundraising
41400 - Assisteens Income
Total 41000 - Fundraising Revenue
43000 - Direct Public Support
43410 - Corporate Contributions
43440 - Gifts in Kind - Goods
43450 - Individ, Business Contributions
43460 - Direct Mail Campaign
43470 - Donations - Restricted
43480 - Grants - Restricted
43000 - Direct Public Support - Other
Total 43000 - Direct Public Support
45000 - Investments
45030 - Interest-Savings. Short-term CD
Total 45000 - Investments
46400 - Other Types of Income
46410 • Thrift Store Sales
46430 - Miscellaneous Revenue
Total 46400 - Other Types of Income
47200 - Program Income
47230 - Membership Dues
47235 - Active Member
47241 - Community Member
47250 - Sustaining Member
47260 • PALS Member
47265 - Assisteens Member
47270 - PRO's Member
47230 - Membership Dues - Other
Total 47230 - Membership Dues
Total 47200 - Program Income
49000 - Special Events Income
49020 - Luncheons /Parties '
49100 - National Conference '
Total 49000 • Special Events Income
Total Income
Gross Profit
Expense
60900 - Business Expenses
60915 - Bank Service Charge
60920 - Business Registration Fees
60940 - Fees 8 Permits
60941 Taxes
60940 . Fees 8 Permits - Other
Total 60940 - Fees 8 Permits
Total 60900 - Business Expenses
2,392.44
428.31
321.00
3,141.75
2,977.96
3,140.00
755.00
6,872.96
Budget
10,000.00
10,000.00
20,000.00
1,464.09
2,965.76
1,331.43
10,000.00
0.00
8,000.00
1,668.10
13,000.00
0.00
2,000.00
20,429.38
20,000.00
470.81
2,300.00
470.81
2,300.00
189,202.25
_ 308,160.00
1,850.25
-
191,052.50
308,160.00
850.00
300.00
150.00
175.00
1,355.00:
1,131.00
0.00
14,500.00
3,961.00
. 14,500.00
r 3,961.00
14,500.00
4,895.00
2,400.00
7,295.00
233,223.40
364,960.00
233,223.40
364,960.00
319.08
256.00
460.43
931.77
1,392.20
-i Fn nn
160.00
1,967.28 160.00
CC November 10, 2009 Item No. 11 Page 1
Page 120 of 126
2:18 PM Assistance League of Temecula Valley
02/27/09 Profit & Loss Budget vs. Actual
Accrual Basis June 2008 through May 2009
61000 - Contract Services
61110 - Accounting Fees
ti
Total 61000 - Contract Services
62000 - Facilities and Equipment
62200.-.Building Repairs & Maintenance
62210 - Snacks - Kitchen
62220 - Supplies
62240 - Janitorial Services
62200 - Building Repairs & Maintenance - Other
Total 62200 - Building Repairs & Maintenance
62500 - Real Estate, Personal Prop Tax
62600 - Utilities -
62610 - Electricity
62620 - Gas
62630 - Water
Total 62600 - Utilities
62700 - Landscape Maintenance
62750 - Trash
62800 - HOA Dues
62850 - Alarm System - Security
62900 - Truck
Total 62000 - Facilities and Equipment
63000 - Administration
63100 - Postage, Mailing Service
63200 - Printing and Copying
63300 - Supplies
63400 - Telephone, Telecommunications
63500 - Web Site Maintenance
63600 -Equip Rental and Maintenance
Total 63000 - Administration
64100 - Other Types of Expenses
64120 - Insurance - Liability, D and O
64130- Insurance - Property
64140 - Insurance - Auto
64150 - Insurance- Accident
Total 64100 - Other Types of Expenses
64200 - Membership
64210 - National Organization Dues
64212- Presidents Expenses
64215 - Education
64216 - Grant Writing Expenses
64220 - Roster
64230 - Membership Recruitment `
64240 - Pins & Badges
64250 - Hospitality
64260 - Special Events
64280 - Special Events Expenses
64281 - December Luncheon
64282 - Christmas Party Expense
Total 64280 - Special Events Expenses
64290 - Historian
64295 - Miss Sunshine
64500 - Community Relations
64510 •,Public Relations
Jun'08 - May 09
9,310.10
9,310.10
689.45
156.30
7,758.15
13,951.57
22,555.47
11,817.86
16,521.20
401.40
2,443.96
19,366.56
2,690.00
3,969.36
3,506.44
892.00
762.56
65,560.25
100.00
1,079.38
1,308.10
4,457.05
0.00
2,190.23
9,134.76
Budget
7,500.00
7,500.00
2,000.00
10,800.00
21,000.00
33,800.00
11,200.00
20,000.00
500.00
2.700.00
23,200.00
2,000.00
6,000.00
3,500.00
1,200.00
2,850.00
83,750.00
250.00
1,500.00
2,000.00
3,500:00
600.00
2,800.00
10,650.00
722.25
2,000.00
8,705.72
8,000.00
4,141.46
2,500.00
414.73.
3,500.00
13,984.16
16,000.00
7,150.00
5,000.00
1 1,123.42
1,000.00
299.69
800.00
- -� 76.25
605.00
206.58
800.00
1,635.24
1,500.00
918.93
1,600.00
276.75
3,828.02
1,222.14
5,050.16
0.00
250.00
0.00
150.00
1,383.33
5,000.00
CC November 10, 2009 Item No. 11 Page 2
Page 121 of 126
2:18 PM Assistance League of Temecula Valley
02127/09 Profit $ Loss Budget vs.
Actual
Accrual Basis June 2008 through May 2009
Jun '08 - May 09
Budget
64520 •Newsletter
64521 • Postage Newsletter ti .
57.59
64522 • Printing Newsletter
434.23
64520 - Newsletter - Other
0.00
1,000.00
Tota164520 •Newsletter
491.82
1,000.00
Total 64500 • Community Relations
1,875.15
6,000.00
64200 - Membership - Other
321.00
Total 64200 • Membership
19,538.17
17,100.00
65200 - Fundraising Expenses
65210 • Thrift Store Advertising
4,425.53
8,000.00
65220 • Thrift Store Supplies
4,316.28
4,000.00
65230 - Thrift Store Sales Tax Expense
14,244.00
23,250.00
65240 - Bank Card Fees
3,204.89
4,500.00
65200 - Fundraising Expenses - Other
89.10
Total 65200 • Fundraising Expenses
26,279.80
39,750.00
65300• Resource Development Expenses
65350 • Major Fundraiser
2,409.16
4,000.00
65400 • Minor Fundraiser
710.92
4,000.00
65300 • Resource Development Expenses - Other
41.32
Total 65300 • Resource Development Expenses
3,161.40
8,000.00
66100 • PROGRAM SERVICE EXPENSE
66105 - Operation School Bell
66110 • Operation School Bell Clothing
110,497.05
66112 • Operation School Bell Supplies
3,220.90
2,700.00
66114 • OSB Shipping $ Handling
10,348.63
- 3,700.00
66116 • OSB Buying Trips
0.00
1,000.00
66105 - Operation School Bell - Other
0.00
117,600.00
Total 66105 • Operation School Bell
124,066.58
125,000.00
66130 • Project SMILE
819.80
2,500.00
66140 - Scholarships
0.00
15,000.00
66150 - Kids On the Block
31.78
100.00
66160 - Heart and Hand
3,056.45
10,000.00
_ 66200 - Auxiliary Expense
66210 • PRO's Auxiliary
66215 • PRO's Program Service Expense
9,415.89
66210 • PRO's Auxiliary -Other
1,474.94
15,000.00
Total 66210 -PRO's Auxiliary
10,890.83
15,000.00
66220 - Assisteens Auxiliary
1
66221 • Assisteens Expenses
3,150.98
66222 • Operation Book Worm
2,769.06
66220 • Assisteens Auxiliary - Oth_er, -
0.00
10,000.00
Total 66220 • Assisteens Auxiliary
5,920.04
10,000.00
Total 66200 • Auxiliary Expense
16,810.87
25,000.00
Total 66100 • PROGRAM SERVICE EXPENSE
144,785.48
177,600.00
66900 • Reconciliation Discrepancies
-15.94
68300 - Travel and Meetings
68310 • Conference, Convention, Meeting
5,208.43
2,500.00
68320 • National Workshops
50.00
1,950.00
Total 68300 • Travel and Meetings
5,258.43
4,450.00
Total Expense
298,963.89
364,960.00
Net Ordinary Income
- 65,740.49
0.00
CC November 10, 2009 Item No. Agge 3
Page 122 of 126
2:18 PM
02127109
Accrual Basis
Assistance League of Temecula Valley
Profit & Loss Budget vs. Actual
June 2008 through May 2009
Other Income /Expense
Other Expense
90000 • Transfers In /Out
Total Other Expense
Net Other Income-
Net Income
ti
Jun'08 - May 09
n
2,728.22
2,728.22
- 2,728.22
- 68,468.71
Budget
0.00
0.00
CC November 10, 2009 Item No. ,,Page 4
Page 123 of 126
DL. APPLICATION CHECKLIST
The following required documents listed below have been attached. Any missing documentation to
the application will be cause for the application to be reviewed as INELIGIBLE.
Yes
NO
ATTACHMENT '
❑
1. Board of Directors
1� AT
❑
2. Articles of Incorporation and Bylaws
❑
3. Project Activity Map
W❑ 4. Project Description
❑,,/y� ❑ 5. Project Benefit, Category 2. Slum Blight Documentation
❑ V4 ❑ 6. Project Benefit, Category 3, Urgency
❑ 7. Leveraging
❑ 8. Income and Expense Statement
P' ❑ 9. Management Capacity
JRr ❑ 10. Board Written Authorization approving submission of application
CC November 10, 2009 Item No. 11
Page 124 of 126
Assistance League® of Temecula Valley
Special Board Meeting Minutes
August 18, 2009
"Caring and Commitment in Action"
President Electra Demos called the special August 18, 2009 board meeting to order at 10 :05 a.m.
Diana Elizondo, Secretary, was present.
Board members present: Electra Demos, Rita O'Neill, Diana Elizondo, Kathy Laurin, Sally
Haserot, Annette Sheehy, Ann Reese, Corinne Williams, Dena Nye.
Board Members Absent: Connie Longway, Mary Eusey, Margo Doski
Motion: Treasurer Kathy Laurin
MOTION 08/01/09
Kathy Laurin moved that Assistance League of Temecula Valley apply for the following
CDBG grants for the fiscal year 2010 /2011 grant cycle.
County of Riverside $50,000
City of Murrieta $10,000
City of Temecula $10,000
City of Lake Elsinore $10,000
City of Menifee $10,000
City of Wildomar $10,000
The motion was seconded and approved.
There being no further business, President Electra Demos adjourned the meeting at 10:09 a.m.
A��Avn�
Electra D o-s, President
Dated:
i��V
Xxl ,
Diana Elizo d , Secretary
Dated: 81dO/o `l
CC November 10, 2009 Item No. 11
Page 125 of 126
VIII. APPLICATION CERTIFICATION
undersigned hereby certifies that (initial after reeding each statement and sign the document):
N/_ 1. The information contained in the project application is complete and accurate.
2. The applicant agrees to comply with all Federal and County policies and requirements
imposed on the project funded in full or part by the CDBG program
A/I 3. The applicant acknowledges that the Federal assistance made available through the
CDBG program funding will not be used to substantially reduce prior levels of local,
(NON -CDBG) financial support for community development activities.
4. The applicant fully understands that any facility built or equipment purchased with
CDBG funds shall be maintained and/or operated for the approved use throughout its
economic life.
5. If CDBG funds are approved, the applicant acknowledges that sufficient funds are
available or will be available to complete the project as described within a re asonable
timeframe.
Li6. On behalf of the applying organization, I have obtained authorization to submit this
application for CDBG funding. (DOCUMENTATION ATTACBED Minute
Action and/or written Board Approval signed by the Board President).
DATE: I o / 0 %
Signature:
Print Name /Title
Authorized Representative:
Su-544 0, s
�j rLi r�� �rl ci frmR✓� -
rS,St�zee� �y
0
T rn e014 Aq
CC November 10, 2009 Item No. 11
Page 126 of 126