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HomeMy WebLinkAboutFundraising ApplicationsDeschutes County Board of Commissioners Discretionar Grant Pro ram Application Summary Board Meeting Date: April 7, 2014 Organization: Cat Rescue, Adoption & Foster Team (CRAFT) Organization Description: Provides rescue, shelter, care, resources, and adoption services for abandoned and otherwise at -risk cats and kittens. Project Name: Cans for Cats Project Description: Purchase a second trailer to collect bottles and cans from the public and return them for deposit refunds, resulting in an estimated additional annual revenue of $7,000 based on current efforts. Project Period: ASAP Amount of Request: $1,500 Previous Grants: 9/21/2009 $ 1,100.00 Cat Rescue and Care 12/12/2012 $ 1,000.00 Cans for Cats Trailer Approved: Declined: ES Today's Date: Deschutes County Board of Commissioners PO Box 6005, Bend, OR 97701-6005 1300 NW Wall Street, Suite 200, Bend, OR Telephone: 541-388-6571 Fax: 541-385-3202 Website: www.deschutes.org DESCHUTES COUNTY DISCRETIONARY GRANT PROGRAM APPLICATION March 27, 2014 Project Beginning Date: Amount Requested: Project Name: 5/1/14 $1,500. Name of Applicant Organization: Address: Cans for Cats — Deposit Bottle/Can Trai1Pr Fundraiser Project End Date: Date Funds Needed: ongoing ASAP Cat Rescue, Adoption & Foster Team — CRAFT P 0 Box 6441 65480 78th St. City & Zip Code: Contact Name(s): Fax #: Bend, OR 97708 Janice Sershen, Board Sec. 541 312 0054 Email Address: Tax ID #: Telephone #: :26-304432 541 389 8420 info@craftcats.org On a separate sheet(s), please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will positively impact the community. 5. Identify the specific communities or groups that will benefit. 6. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. Itemize anticipated expenditures*. 7. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete is Question #2 This request is for funding towards a 5 x 8 single-axel enclosed trailer for the Cans for Cats program, an important and reliable fundraiser. Since beginning its Cans for Cats program two years ago, with volunteers using a small enclosed trailer (photo attached) to collect deposit bottles and cans from the public, it has proven to be an important source of funding. The group already had a bottle/can program in place and obtains them from various groups and individuals, but the trailer program increased this funding significantly. Last year the bottle/can trailer brought in an additional $7,000. These funds are dedicated towards payment of veterinarian fees primarily for spay/neuter, in large part feral and semi -feral or at -large cats with no known caregiver. Some of this funding is also used to assist with spay/neuter of the pets of people who are unable or unwilling to have this done. Please note, aside from the occasional discount on fees, local veterinarians are not usually open to donating their services. CRAFT does not have an in-house vet so must rely on outside veterinary services for medical care that cannot be handled by the volunteers. CRAFT advertises its can and bottle program, and gets regular phone calls asking for volunteers to pick up cans/bottles, while other people drop off at the CRAFT sanctuary and at businesses who have agreed to accept and store the cans/bottles for volunteers to pick up. The current trailer rotates between various businesses, typically once a month. Some of the locations are Jake's Diner (where it is well supported by veterans who are regular customers there), Bend Pet Express, Petco, Ray's Market, Grocery Outlet and a few other highly visible locations; and most recently the Sunriver Store. A few businesses are open to having a permanent collection box, which will help a lot, so we are pursuing building such boxes. We have been invited by other businesses to have the trailer at their locations, but we need more trailers to do this. CRAFT receives no ongoing funding from government entities, although the group assists people with their cat issues all over the County and beyond, filling in with services that the partially tax -supported humane society shelters will not or cannot provide. CRAFT does not turn away or euthanize cats that are traditionally not wanted or are euthanized by shelters, such as those needing surgery, those suffering from illness or injury, or are felt by shelters to be too senior, too young to adopt out quickly, or too scared or feral/semi-feral. Above all else, the volunteers and philosophy of CRAFT is that they all deserve fair treatment and all potentially have an appropriate home waiting for them. Those that are not adoptable will remain in the care of CRAFT for the remainder of their natural lives, getting proper care and attention. CRAFT is all volunteer, and the overall work done by volunteers is equal to about 22 FTE since animals require care 24/7 and the sanctuary is open to the public for intake every day, often after hours. CRAFT volunteers include professionals of all kinds, young adults and retired people, teenagers, members of local law enforcement, and several people who lost employment but have used their time when not seeking work to help the animals. Many previously volunteered at the traditional shelters and found it less than fulfilling. Some volunteers are community service referrals who found helping the animals very rewarding and still come to help beyond the required hours for that reason. The cost of equipping the trailer with doors, bins and having it professionally painted is about $800, and $500 of that has been pledged by donors. Volunteers are shopping for an appropriate trailer since every day without it means missing out on additional revenue. Question 3 This is to be an ongoing program. This program has proven to be successful and a reliable source of funds, so the hope is to add more trailers in the future. The volunteers are excited about this opportunity. Question 4 Law enforcement in particular is impacted by calls regarding injured, abandoned or at large cats and kittens. One can only guess what the cost of an officer's time is when he or she has to respond to calls from citizens in this regard. Because animal welfare is an emotionally charged issue, citizens expect some kind of help. In many cases, when CRAFT is called, a citizen may have already called the shelters, animal control and law enforcement, only to be given little if any assistance. Some of these individuals are visitors to the area and others are residents, both who expect someone to care when they find an abandoned litter of kittens or an injured cat, but who are often shocked at how hard it is to find help. The cost of abandoned, abused and discarded companion animals in this community is hard to measure in dollars. This problem greatly escalated in recent years due to the poor economy. The volunteers who help do so for the sake of the animals and the community. This kind of community involvement and assistance is priceless. Question 5 All areas of Deschutes County will benefit from this program because CRAFT cares for cats and kittens from the entire County and beyond. On an annual basis, approximately 30% have come from the greater Redmond area, with La Pine and Sisters close behind, but there is a problem everywhere in this region. Historically, CRAFT has cared for well over 1,000 cats each year and this year will be no exception. Question 6 The trailer will cost about $1,500 new; we have tried to find used trailers but most people do not want to part with them; and no one seems willing to donate one. The artwork was donated, and the painting will be discounted 50% to $500. It is important that this be professional. The other expenses are for appropriate doors, bins, locks, etc. which volunteers will handle. Question 7 The beauty of this program is that it costs a relatively small amount up front, with little expense for future maintenance once the trailer is ready. All help is through volunteers, and revenue has increased over time as people learn about the program and what CRAFT does. Part of the revenue will be put in reserves for the purchase of another trailer, as there are more locations that are open to helping than can be accommodated. INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 E,}3 17 2009 Date: CAT RESCUE ADOPTION & FOSTER TEAM PO BOX 6441 BEND, OR 97708 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 26-3044332 DLN: 17053323360018 Contact Person: YVONNE LIGGETT Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170 (b) (1) (A) (vi) Form 990 Required: Yes Effective Date of Exemption: May 22, 2008 Contribution Deductibility: Yes Addendum Applies: No ID# 31296 We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c) (3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter. Please see enclosed Publication 4221 -PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 947 (DO/CG) 2/28/2014 Mirage 5' X 8' Xpo #MXPO508SA Single Aide Cargo Trailer #58618 - BendTrailers.com Girl C:r1if icates NT; Account Sian in or Create nn account I. 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Project Name: Meet and Greet Event Project Description: Hold meet and greet event in which students will be active participants in introducing the program to and soliciting support from invited guests. Approximately 100 people are anticipated to attend and last year's event raised $1,300 for the Foundation. Project Period: May 1, 2014 Amount of Request: $500 Previous Grants: 2/11/2008 7/28/2008 5/26/2010 5/11/2011 3/25/2012 3/25/2013 $ 3,500.00 $ 3,000.00 $ 1,800.00 $ 299.49 $ 350.00 $ 351.00 Approved: Declined: Challenge Obstacle Course Drill Team Support Food for Fundraiser Barbeque Meet and Greet Barbeque Meet and Greet Oregon Youth Challenge Reception 0 IAN ei,e4^‘ Today's Date: Deschutes County Board of Commissioners PO Box 6005, Bend, OR 97701-6005 1300 NW Wall Street, Suite 200, Bend, OR Telephone: 541-388-6571 Fax: 541-385-3202 Website: www.deschutes.org DESCHUTES COUNTY DISCRETIONARY GRANT PROGRAM APPLICATION L. /7— .?c>14, Project Beginning Date: Amount Requested: Project Name: oz2 Name of Applicant Organization: Address: 6,0, fou /-4 .-,27,niveS/'//-7 Project End Date: Date Funds Needed: /11 /, Ju/4- ;26) - ;2v / 4L e /4 ot-Alf37' /t7 JL A o /.S r,.r S7 r / !/ 8-6.3 2 City & Zip Code: Contact Name(s): Fax #: 77 7j a., S LKkc Email Address: Tax ID #: Telephone #: S ,5 E 27 41.kPiic_ On a separate sheet(s), please briefly answer the following questions: I . Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will positively impact the community. 5. Identify the specific communities or groups that will benefit. 6. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. Itemize anticipated expenditures*. 7. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete line item budget. Grant Application for Central Oregon Youth Investment Foundation, Inc P.O. Box 9069 Bend, Oregon 97708 541-389-5877 lukellc@bendbroadband.com Contact: Dennis R. Luke Oregon Youth Challenge Advisory Board and Foundation President 541-480-7616 The Central Oregon Youth Investment Foundation, Inc is a 501 c3 Non -Profit organization. Federal Tax ID 93-1150392. A copy of our Federal ID should already be on file with Deschutes County Finance. 1. The Foundation is the organization that accepts and gives out funds for grants and scholarships for students in the Oregon Youth Challenge Program. The Foundation Board and volunteers do not take any funds for their service, so all funds raised go to grants and scholarships. There is a five person Board with Dennis Luke as President and Sarah Elmer, as Treasurer. 2. The event we are holding is a meet and greet to be held at the Youth Challenge Facility on Dodds Road. The students will be active participants and there is no charge for the facility. We are not charging the invited guests. The students will be part of the program and we will introduce the program to invited guest and at the end invite them to help out with future funding for grants and scholarships. 3. The event will he held on May 1, 2014. We are seeking funding to help cover the cost of the food. All funds raised will go towards student grants and scholarships. 4. Many of the students, upon graduation, return to their communities to complete high school, find a job, or seek higher education. The jump start grants are used to allow students to purchase tools or clothes for jobs. The scholarships are used to help the students with higher education tuition or books. 5. Students from around the state are part of the Youth Challenge Program. Many are from the Central Oregon Tri -County region. The OYCP and the Foundation have helped these young people turn their lives around and become more productive citizens. Each student is required to take part in 80 hours of community service which, depending on the size of the class, provides around 12,000 hours of service performed in the Central Oregon community. 6. At the December 2013 graduation, the Foundation was able to award just over $ 10,000 in scholarships to various cadets. 7. Depending on the number of people who attend the event, we are estimating the cost for food at around $ 500. The facility will be donated, the students will help with the guests and members of the Oregon Youth Challenge Advisory Board will help during the event. None of the funds will be used for anything other than the food for the event. We are planning on one hundred people attending the event, but we do not have an accurate count at this time. If the County Discretionary Grant is granted, we would bill for the amount of the grant after the event is completed. An event we had about a year ago, raised about $ 1300 for the Foundation. 8. Thank you for your consideration. Deschutes County Board of Commissioners Discretionar Grant Pro am Application Summary Board Meeting Date: April 7, 2014 Organization: Central Oregon Council on Aging Organization Description: Designated Area Agency on Aging dedicated to promoting dignity, well-being, security, and independence for Central Oregon's senior citizens and disabled adults. Project Name: Donor Management System Project Description: Purchase a donor management system to facilitate fundraising, administration and tracking of programs and funds, and volunteer management. Project Period: From date of award through one year Amount of Request: $1,200 Previous Grants: 11/1/1999 $ 1,500.00 "Senior Day" sponsorship 4/12/2001 $ 750.00 2/10/2003 $ 500.00 Sponsorship of booth at Senior Fair and Health Expo 1/24/2005 $ 1,000.00 Senior Fair & Health Expo 3/2/2006 $ 1,000.00 Senior Fair and Expo Approved: Declined: Deschutes County Board of Commissioners PO Box 6005, Bend, OR 97701-6005 1300 NW Wall Street, Suite 200, Bend, OR Telephone: 541-388-6571 Fax: 541-385-3202 Website: www.deschutes.org DESCHUTES COUNTY DISCRETIONARY GRANT PROGRAM APPLICATION Today's Date: March 2, 2014 Project Name: Donor Management System Project Beginning Date: When funding is available Project End Date: 1 Year Amount Requested: $1,200 Date Funds Needed: As soon as possible Name of Applicant Organization: Central Oregon Council on Aging Address: 373 NE Greenwood Ave City & Zip Code: Bend, OR 97701 Tax ID #: 96-0661229 Contact Name(s): Jean McPherson Telephone #: 541-678-5483 Fax #: 541-647-2689 Email Address: imcpherson(ii councilonajing.org On a separate sheet(s), please briefly answer the following questions: 1. 2. 3. 4. 5. 6. 7. Describe the applicant organization, including its purpose, leadership structure, and activities. Describe the proposed project or activity. Provide a timeline for completing the proposed project or activity. Explain how the proposed project or activity will positively impact the community. Identify the specific communities or groups that will benefit. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. Itemize anticipated expenditures*. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete line item budget. Central Oregon Council on Aging (COCOA) Deschutes County Discretionary Grant Program Application 1. Mission, History, and Activities Central Oregon Council on Aging is a non-profit organization dedicated to promoting dignity, well- being, security and independence for Central Oregon's Senior Citizens and disabled adults and is the designated Area Agency on Aging. The Older Americans Act was originally signed into law by President Lyndon B. Johnson on July 14, 1965. In addition to creating the Administration on Aging, it authorized grants to States for community planning and services programs, as well as for research, demonstration and training projects in the field of aging. 1965 was significant in the fact that both the Medicare program and Medicaid, a health insurance program for low income elderly were added to the social security act. In 1971, Oregonian and retired chemical engineer Tom Marsh attended the White House Conference on Aging; Mr. Marsh's vision set the stage for establishment of Central Oregon's Area Agency on Aging which later became the Central Oregon Council on Aging. In 1975 COCOA incorporated as a 501©3 organization and was designated by the state as the Area Agency on Aging for Crook, Deschutes, and Jefferson counties. COCOA began by offering Dial -a -Ride services in the 1970s. It soon added nutrition programs including Meals -on -Wheels. The 1990s saw the construction of senior centers which enabled COCOA to provide congregate meals to large groups of seniors and to establish an ongoing presence in more remote, rural and isolated communities. Today, COCOA's 16 staff members, overseen by a Board of Directors, provide not only nutrition programs, but also case management with individual assessment and periodic follow-up; resources for disabled seniors, including support for those suffering from — and those caring for seniors with -- dementia; coordination of in-home care; free legal assistance, health insurance and Medicaid advising; and a variety of information, education, outreach and referral services. 2. Project COCOA seeks funding to purchase a Donor Management System for use in the critical areas of fund raising, volunteer management, and administration and tracking of programs and funds. The current system is limited to one user and simple donor tracking and does not include extended options. We need to upgrade the work tracking system to a cloud based format that can be accessed by all authorized users and that includes the following: • Track donations & pledges • Grants & major gifts • Manage solicitations • Personalized mailings • Simple & advanced searches • Custom reports • Import and export • Coordinate events • Track volunteers • Manage memberships 3. Timeline The database programs currently being researched are located on the cloud, so do not require expensive or time-consuming installation or training. As soon as funding is available, we can transfer current information from the various, outdated sources, upload, and be fully functional. The entire process could be accomplished fairly quickly. We would be operating the old system and new system in tandem for the first month. 4. Impact The combination of growth in our service area of the senior population and cuts in federal funding has forced us to streamline our organization for maximum efficiency while simultaneously building our capability to find additional funding. We recently hired a Funds/Grants Manager and a Community Relations Manager. Their work revealed areas that COCOA needs to strengthen, including grant/sponsorship and public relations opportunities, as well as accurate tracking and reporting. This dual -objective project will allow us to optimize our organization to: 1) manage and recognize our volunteers and sponsors, 2) grow our donor base, and 3) provide accurate, integrated work tracking system, all of which will allow us to better support administer the programs for Central Oregon seniors. 5. Specific Communities The Central Oregon Council on Aging supports the approximately 25,000 seniors in Central Oregon, including Deschutes, Crook, and Jefferson Counties. 6. Funding Required Pricing is based on the number of constituents (donors, grants, sponsors, volunteers, etc.) we track. We can pay monthly or yearly. We anticipate a maximum of 100,000 constituents, which would cost $1,177 per year. Constituents Monthly Yearly Up to 2,500 constituents Up to 5,000 constituents Up to 10,000 constituents Up to 20,000 constituents Up to 40,000 constituents Up to 60,000 constituents Up to 100,000 constituents Up to 150,000 constituents Up to 200,000 constituents 7. Ongoing Funding $39 $421 $49 $529 $59 $637 $69 $745 $79 $853 $89 $961 $109 $1,177 $149 $1,609 $199 $2,149 Future years' subscriptions will be included in the annual budget process. Internal Revenue Service Department of the Treasury District Director Date: MAR 8 -IG7 .' Central Oregon Council on Aging, Inc. 2524 N.E. First Street Bend, OR 97701 Dear Applicant: EP/E0:E0-II:RJL Employer Identification Number. 93-0661229 Accounting Period Ending: . June 30 Form 990 Required: Yes Person to Contact John Sutton Contact Telephone Number. (206) 442-5106 SEA:E0:79-159 No Based on information supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from Federal, income tax under section 501(0)(3) of the Internal Revenue Code. We have further determined that you are not a private foundation within the meaning of section 509(a) of the Code, because you are an. organization described in section 509(a)(1) and 170(b)(1)(A)(vi). • .. If your sources of support, or your purposes, character, or method of operation change, please let us know so we can consider the effect of the change on your exempt status and foundation status. Also, you should inform us of all changes in your name or address. Generally, you are not liable for social security (FICA) taxes unless you file a waiver of exemption certificate as provided in the Federal Insurance Contributions Act. If•you have paid FICA taxes without filing the waiver, you should contact us. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Since you are not a private foundation, you are not subject to the excise taxes under Chapter 42 of the Code. However, you are not automatically exempt from other Federal excise taxes. If you have any questions about excise, employment, or other Federal taxes. please let us know. Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. The box checked in the heading of this letter shows whether you must file Form 990, Return of.Organization Exempt from Income tax. If Yes is checked, you are required to file Form 990 only if your gross receipts each year are normally more than $10,000. If a return is required, it must be filed by the 15th day of of the fifth month after the end of your annual accounting period. The law imposes a penalty of $10 a day, up to a maximum of $5,000, when a return is filed late, unless there is reasonable cause for the delay. P.O. Box 21224, Seattle, Washington 98111 (over) Letter 947(DO) (5—; You are not required to fj_?'e Federal income tax returns unless you are subject to the tax on unrelated business income under section 511 of the Code. If you are subject to this tax, you must file an income tax return on Form 990—T. In this letter, we are not determining whether. any of your present or proposed activities are unrelated trade or business as defined in section 513 of the Code. You need an employer identification number even if you have no employees. If an employer identification number was not entered on your application, a number will be assigned to you and you will be advised of it. Please use that number on all returns you file and in all correspondence with the Internal Revenue Service. Because this letter could help resolve any questions about your exempt status and foundation status, you should keep it in your permanent records. If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, L.I�LC cti�,C- ✓t• 9, Arturo A. Jacobs District Director cc: Robert L. Gordon, P.A. Donald C. Littlefield, C.P.A. Letter 947(DO) (5—T Deschutes County Board of Commissioners Discretionary Grant Program undralsng AcirvTO Application Summary Board Meeting Date: April 7, 2014 Organization: Bethlehem Inn Organization Description: Operates emergency shelter for adults and children experiencing homelessness. Project Name: Spotlight on Homelessness Project Description: Annual fundraising event consisting of a dinner held at the Riverhouse Hotel and convention Center to educate community on problems facing adults and children experiencing homelessness. Project Period: May 6, 2014 Amount of Request: $2,500 Previous Grants: 2/13/2002 $ 1,000.00 11/4/2003 $ 1,000.00 5/11/2011 $ 5,000.00 3/25/2012 $ 2,000.00 3/25/2013 $ 1,900.00 Approved: Declined: Special project: hats, gloves, etc.. For homeless Homeless shelter services Spotlight on Homelessness Spotlight on Homelessness Spotlight on Homelessness Today's Date: Deschutes County Board of Commissioners PO Box 6005, Bend, OR 97701-6005 1300 NW Wall Street, Suite 200, Bend, OR Telephone: 541-388-6571 Fax: 541-385-3202 Website: ►v►vw_dcscltules.org DESCHUTES COUNTY DISCRETIONARY GRANT PROGRAM APPLICATION 2/21/14 Project Beginning Date: Amount Requested: Project Name: January 1, 2014 $2,500 Name of Applicant Organization: Address: Spotlight on Homelessness Project End Date: Date Funds Needed: May 6, 2014 April 30, 2014 Bethlehem Inn P.O. Box 8540 City & Zip Code: Bend, OR Contact Name(s): LGwenn Wysling Fax #: 541.318.7336 Email Address: Tax ID #: Telephone #: 93-1323419 541.322.8768 ext. 15 gwenn@bethleheminn.org On a separate sheet(s), please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will positively impact the community. 5. Identify the specific communities or groups that will benefit. 6. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. Itemize anticipated expenditures*. 7. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete line item budget. Bethlehem Inn Economic Development Fund Discretionary Grant Program Application 1. Describe the applicant organization, including its purpose, leadership structure and activities. In Central Oregon, the Bethlehem Inn is the only emergency refuge for adults and children experiencing homelessness. At any given time, the Inn provides 60-70 people with the basics of survival — a hot shower, three nutritious meals each day and a place to sleep in warmth and safety. Last year the Inn provided: • 780 men, women and children( includes 75 families) were provided shelter, food, clothing and support services • 24,942 bed nights were provided • 67,432 meals served (all donated with a total in-kind value of $236,012) • 979 food boxes were provided to exiting residents and others in need Homeless men, women, and children face massive obstacles in every realm of life. People who lose their homes have already experienced severe want. They often lack health care, education, job skills, life skills and reliable transportation. Inadequately treated injuries and illnesses put employment farther out of reach. Their secondary characteristics often include physical disabilities, developmental disabilities, mental health problems, substance abuse, generational poverty and physical abuse. Many struggle to build new lives to counter the gravitational pull of prolonged poverty. Beyond providing for temporary housing, food, safety and health, the Bethlehem Inn assesses residents' needs and steers them to programs and services designed to help them find purpose and break the cycle of poverty. Within 24 hours of entering the Inn, case managers prioritize the immediate needs of each resident or family; initially addressing the basic survival needs of housing, food, safety and health. Once these needs have been addressed, a best -practices case management system is used to connect residents with appropriate partner agencies and services to provide an effective avenue to self- sufficiency. As a private, non-profit agency, the Bethlehem Inn relies heavily on the dedication of volunteers to succeed. While our programs are managed by 12 paid staff members, many of the duties that allow the Inn to provide the day-to-day services, 365 days each year are handled by a base of over 1,600 volunteers. The Inn's staff is led by a proactive executive director, who is supported by 11 paid staff, including a Managing Director, Director of Development, Outreach Director along with other dedicated staff committed to helping the Inn fulfill its mission. A strong and capable Board of Directors in conjunction with effective board governance and program committees support the Inn staff with their oversight and proactive involvement. 2. Describe the proposed project or activity. The Bethlehem Inn is hosting its fourth annual Spotlight on Homelessness fundraising dinner on Tuesday, May 6 at The Riverhouse Hotel and Convention Center to educate our community on the problems facing adults and children experiencing homelessness. This event is the Inn's only annual fundraiser and as such is a critical component of the Inn's projected revenue. The event has two key goals: to raise funds and to serve as an educational tool in our ongoing effort to increase community awareness of the services offered by the Inn. Last year 230 guests joined us for our 2013 Spotlight dinner, which successfully raised over $100,000 in revenue! We are projecting an estimated 10% increase in guests this year. Sponsorship funding will help underwrite the costs of this important event, so that every dollar we raise at the dinner may go directly to the Inn's program providing services for adults and children experiencing homelessness. 3. Provide a timeline for completing the proposed project or activity. 2014 Spotlight on Homelessness Timeline: January Reserve venue Community Sponsorships — ongoing February Initiate Community PR and awareness Save -the -date materials finalized/begin distribution Recruit Table Hosts March Develop presentation materials Provide Table Hosts with event invitations Finalize community sponsorships April Finalize presentation materials Finalize guest lists and seating May Conduct event Thank you letters to guests Report to sponsors Open House and tour for new donors 4. Explain how the proposed project or activity will impact the community's economic health. Funding received from the Spotlight on Homelessness dinner will be directed to the Inn's program serving the adults and children experiencing homelessness in Deschutes County. Women, children, and senior adults continue to represent a growing number of today's homeless. Last year, we served 780 residents including 75 families at the shelter. With assistance and close collaboration with community partners like DHS, FAN, Head Start, COVO and COIC just to name a few, these adults and families are able to seek out the necessary resources that will allow them to avoid chronic homelessness. The Inn works as a leveraging agent to connect individuals experiencing homelessness by mitigating the immediate crisis and helping to guide them to a path of better decision making and stability. The Bethlehem Inn works closely with local government and a broad network of service agencies to support residents who fix their sights on the possibility of affordable housing. We are among the community leaders who continually patch and tighten the interweaving network of resources that homeless people need to inch their way back up to long-term housing — clothing, job training, counseling, health care, child care, transportation, parenting classes, budgeting assistance, educational opportunities, transitional housing. Every day the Inn helps people without homes access that network. For all that, the shelter's core mission — to keep desperate people alive and safe as they pursue financial security — never ends. The demand rarely even lets up. The Bethlehem Inn is proud of the support and investment we have received from our community. It is that very support that allows us to help our residents move up to the next level and into a life of self-sufficiency... which ultimately has a positive impact on the economic health of Deschutes County. With that continuing momentum and the support of the Deschutes County Board of Commissioners, the Inn will be able to break the cycle of homelessness for many and help move those in crisis towards economic strength and vitality. 5. Identify the specific communities or groups that will benefit. A former Inn resident states it best: "1 realized I needed to make a change when I was separated from Lilly. That's when 1 found the Bethlehem Inn. They treated us with respect and had a genuine concern for our situation. We felt so safe in our own room, where we could put our lives back together. The Inn staff helped me get a job and find housing. I know, because of their belief in me and the chance I've been given at the Bethlehem Inn, we will make it." Ivy and Lilly " former Bethlehem Inn residents All of the adults and children that benefit from the vital safety net provided by the Bethlehem Inn are experiencing economic crisis in one form or another leading to insecure housing and no reliable, consistent source of food. We provide our residents with everything they need to reclaim their dignity and rebuild their lives: shelter, nutritious meals, counseling, clothing as well as access to medical and dental care, transportation and access to transitional housing. By having access to the basic necessities, our residents are given the opportunity to rebuild their lives with the goal of returning to self-sufficiency. The community as a whole benefits from our services, when individuals and families are not forced to reside in unsafe, insecure environments. Residents are able to reconnect with family, connect with employers and find other ways to give back to the community in productive and positive ways. Bethlehem Inn Projected 2014 Outcomes: • Shelter services will be provided to 1,100 unduplicated individuals; • 24,500 emergency bed nights will be provided; • 3 meals per day will be offered to each resident representing 68,000 meals per year; • 100% of residents will receive basic needs; • 2,450+ referrals will be made to over 70 local partner agencies 6. Itemize anticipated expenditures. Describe how the grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. Grant funds will be used as a community sponsorship of the 2014 Spotlight on Homelessness. The goal is to net $86,500 in corporate and community sponsorship along with individual donations at the event. Sponsorships will be used as leverage to entice donors to help us achieve our goal of serving 1,100 adults and children experiencing homelessness each year. Match grant funding is pending from two foundations; a third match grant of at least $10,000 is approved and will be offered to our donors by the Inn's Board of Directors. In-kind donations are note in the budget, which can be found on the following page. This event is part of a larger Fund Development Plan that is being implemented to achieve long-term sustainability of our program. (Budget summary follows) 2014 Spotlight on Homelessness Project Budget Projected Expenses: 5 Catering $13,850 Rentals 450 Printing/Mailings: Invitations/Thank you letters 550 Presentation Materials 3,000 Printing/Postage 550 Centerpieces/Dessert 650 Projected Actual Expenses $18,500 Projected In -Kind Expenses (venue rental, wine, printing, venue) 6,265 Total Projected Expenses $24,765 Projected Revenue: Donor Gifts $55,000 Pledges 14,000 Matching Grants (including Inn Board of Directors Match) 20,000 Sponsorships 16,000 In -Kind Donations 6,265 Projected Gross Revenue $112,265 TOTAL PROJECTED NET REVENUE $86,500 INTERNAL REVENUE SERVICE P. O. BOX 2508 CINCINNATI, OH 45201 Date: NOV 01 2006 BETHLEHEM INN PO BOX 8540 BEND, OR 97708-0000 DEPARTMENT OF THE TREASURY Employer Identification Number: 93-1323419 DLN: 17053273813046 Contact Person: THOMAS C KOESTER ID# 31116 Contact Telephone Number: (877) 829-5500 Public Charity Status: 170 (b) (1) (A) (vi) Dear Applicant: Our letter dated January 2002, stated you would be exempt from Federal income tax under section 501(c) (3) of the Internal Revenue Code, and you would be treated as a public charity, rather than as a private foundation, during an advance ruling period. Based on the information you submitted; you are classified as a public charity under the Code section listed in the heading of this letter. Since your exempt status was not under consideration, you continue to be classified as an organization exempt from Federal income tax under section 501(c) (3) of the Code. Publication 557, Tax -Exempt Status for Your Organization, provides detailed information about your rights and responsibilities as an exempt organization. You may request a copy by calling the toll-free number for forms, (800) 829-3676. Information is also available on aur Internet Web Site gt www.irs.gov. If you have general questions' about exempt organizations, please call our toll-free number shown in tbp heading. Please keep this letter in your permanent records. Sincerely yours, 4 Lois G_ racer Director, Exempt Organizations Rulings and Agreements Letter 1050 (D0/CG) :iight Save the Date! for our Spotlight on Homelessness Tuesday, May 6, 2014 Reception at 5:30 pm Dinner at 6:15 pm The Riverhouse Hotel and Convention Center Become a Table Captain or make your reservation today! Kim Fischbach — 541.322.8768 ext 21 or kim@bethleheminn.org Help us Transform Lives with Shelter, Help and Hope by attending this inspiring event. We hope you will join us for dinner with friends and a heart -felt evening hosted by the Bethlehem Inn. We invite you to do your part in helping us improve the lives of hundreds of adults and children experiencing homelessness in our community.